Cypress Point Wealth Management, LLC
CIK 1825611 · View on SEC EDGAR ↗
- Portfolio value
- $491.6M
- Positions
- 142
- As of
- June 30, 2026
#3,813 of 9,443 by 13F value · top 40.4%
Portfolio value QoQ: +5.9% 13F does not disclose cash
- Top 10 holdings weight
- 65.88%
- Top 25 holdings weight
- 80.85%
- Positions above 1%
- 16
- Effective number of positions
- 12.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 5.79% Est. buys $45,529,475 · sells $27,656,191
Median holding: 2.0 quarters Tracked Q4 2024–Q2 2026 · 78.0% still held
- New positions
- 42
- Increased
- 55
- Decreased
- 34
- Closed
- 23
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
28.0%
Communication Services
1.5%
Industrials
1.2%
Retail
0.8%
Financials
0.7%
Healthcare
0.5%
Energy
0.4%
Financial Services
0.4%
Consumer Staples
0.3%
Consumer Discretionary
0.2%
Utilities
0.2%
Communications
0.1%
Telecommunication
0.1%
Materials
0.1%
Real Estate
0.1%
Diversified Consumer Services
0.0%
Consumer products
0.0%
Other/Unmapped
65.3%
Full portfolio 142 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| PLTR Palantir Technologies Inc. - Class A Common Stock | $108,054,038 | 21.98% | 926,151 | $-27,645,969 | Down ×1 | ||
| DFAC | $63,141,605 | 12.84% | 1,423,391 | $9,594,075 | Up ×4 | ||
| AVLC | $43,438,631 | 8.84% | 482,866 | $4,867,425 | Down ×1 | ||
| DFUS | $23,949,053 | 4.87% | 292,275 | $4,504,023 | Up ×4 | ||
| DFIC | $21,096,733 | 4.29% | 566,203 | $1,557,928 | Up ×6 | ||
| DCOR | $20,482,089 | 4.17% | 249,842 | $2,205,794 | Down ×1 | ||
| VTI | $11,583,437 | 2.36% | 31,303 | $101,901 | Down ×1 | ||
| VOO | $11,343,550 | 2.31% | 16,516 | $552,222 | Down ×4 | ||
| VTV | $11,097,177 | 2.26% | 50,921 | $4,966,480 | Up ×2 | ||
| VNQI Vanguard Global ex-U.S. Real Estate ETF | $9,695,333 | 1.97% | 216,172 | $595,155 | Up ×4 | ||
| AVEM | $9,054,758 | 1.84% | 93,841 | $1,277,795 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $7,725,345 | 1.57% | 26,698 | $1,157,000 | Up ×3 | ||
| DFAU | $6,296,750 | 1.28% | 121,818 | $774,820 | Down ×6 | ||
| AVUS | $6,160,127 | 1.25% | 48,096 | $738,953 | Down ×4 | ||
| SCHH | $5,693,437 | 1.16% | 240,432 | $710,670 | Up ×6 | ||
| AVDV | $5,143,755 | 1.05% | 49,915 | $64,645 | Down ×1 | ||
| AVDE | $4,221,184 | 0.86% | 47,323 | $27,574 | Down ×2 | ||
| AVSC | $4,185,180 | 0.85% | 57,065 | $683,204 | Up ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $4,029,032 | 0.82% | 20,136 | $1,157,533 | Up ×2 | ||
| KLAC KLA Corporation - Common Stock | $3,914,386 | 0.80% | 12,974 | $3,543,338 | Up ×1 | ||
| VXUS Vanguard Total International Stock ETF | $3,814,978 | 0.78% | 44,625 | $397,013 | Up ×4 | ||
| VCRB Vanguard Core Bond ETF | $3,688,016 | 0.75% | 47,752 | Up ×1 | |||
| SCHB | $3,428,533 | 0.70% | 118,389 | $110,189 | Down ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3,162,030 | 0.64% | 8,848 | $656,815 | Up ×3 | ||
| IBMQ | $3,057,726 | 0.62% | 119,536 | $5,977 | |||
| IBMR | $3,039,645 | 0.62% | 119,718 | ||||
| IBMS | $2,975,050 | 0.61% | 115,000 | $4,600 | |||
| AVLV | $2,809,012 | 0.57% | 30,797 | $326,551 | Up ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $2,795,048 | 0.57% | 7,493 | $353,769 | Up ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $2,777,020 | 0.56% | 4,930 | $-113,953 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2,712,786 | 0.55% | 11,382 | $870,429 | Up ×3 | ||
| VB | $2,576,520 | 0.52% | 8,500 | $350,200 | |||
| DE Deere & Company Common Stock | $2,385,716 | 0.49% | 3,761 | Up ×1 | |||
| AVUV | $2,259,224 | 0.46% | 18,109 | $196,616 | Down ×6 | ||
| BRKA | $2,246,550 | 0.46% | 3 | $92,130 | |||
| VUG | $2,223,889 | 0.45% | 25,817 | $345,557 | Up ×2 | ||
| DFAI | $2,197,196 | 0.45% | 53,265 | $84,894 | Down ×1 | ||
| CGNG | $2,170,053 | 0.44% | 57,930 | $547,959 | Up ×4 | ||
| EEMS | $2,026,083 | 0.41% | 26,698 | $-43,305 | Down ×4 | ||
| AVIV | $1,944,394 | 0.40% | 25,115 | $-22,910 | Down ×6 | ||
| MU Micron Technology, Inc. - Common Stock | $1,807,619 | 0.37% | 1,566 | $1,576,198 | Up ×1 | ||
| DFAX | $1,791,239 | 0.36% | 48,622 | $140,355 | Up ×5 | ||
| AVGO Broadcom Inc. - Common Stock | $1,745,961 | 0.36% | 4,622 | $783,384 | Up ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1,733,190 | 0.35% | 2,397 | $1,517,178 | Up ×1 | ||
| VEU | $1,715,016 | 0.35% | 20,478 | $-947,462 | Down ×1 | ||
| VYM | $1,675,118 | 0.34% | 10,600 | $105,258 | |||
| AVES | $1,551,772 | 0.32% | 23,655 | $133,224 | Up ×1 | ||
| DFAE | $1,480,209 | 0.30% | 36,812 | $234,483 | Up ×3 | ||
| KO Coca-Cola Company (The) Common Stock | $1,323,585 | 0.27% | 16,286 | $177,718 | Up ×5 | ||
| AVEE | $1,292,732 | 0.26% | 18,648 | $189,240 | Up ×4 | ||
| SPY SPY | $1,143,521 | 0.23% | 1,531 | $-37,267 | Down ×1 | ||
| MMIT | $1,137,928 | 0.23% | 46,732 | $6,275 | Down ×5 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1,136,260 | 0.23% | 1,956 | $711,294 | Down ×1 | ||
| VPLS Vanguard Core Plus Bond ETF | $1,089,898 | 0.22% | 14,049 | Up ×1 | |||
| BAC Bank of America Corporation Common Stock | $1,042,299 | 0.21% | 18,292 | $440,220 | Up ×4 | ||
| DFGR | $985,780 | 0.20% | 34,028 | $35,967 | Down ×4 | ||
| COP ConocoPhillips Common Stock | $982,315 | 0.20% | 9,449 | ||||
| VUSB | $966,836 | 0.20% | 19,422 | $33,474 | Up ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $955,604 | 0.19% | 2,272 | $187,940 | Up ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $895,753 | 0.18% | 2,535 | $220,725 | Up ×1 | ||
| Unknown issuer (CUSIP: 25239Y238) | $843,082 | 0.17% | 13,803 | $548,084 | Up ×1 | ||
| VTEB | $823,038 | 0.17% | 16,272 | $11,227 | |||
| V Visa Inc. | $774,236 | 0.16% | 2,257 | $387,066 | Up ×1 | ||
| LLY Eli Lilly and Company Common Stock | $764,037 | 0.16% | 637 | $416,363 | Up ×1 | ||
| IVV | $726,424 | 0.15% | 970 | $96,729 | Up ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $707,195 | 0.14% | 1,632 | Up ×1 | |||
| VOYG Voyager Technologies, Inc. Class A Common Stock | $702,212 | 0.14% | 21,774 | Up ×1 | |||
| C Citigroup, Inc. Common Stock | $626,745 | 0.13% | 4,478 | $328,822 | Up ×1 | ||
| ARTY | $588,417 | 0.12% | 7,726 | $229,123 | Up ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $585,885 | 0.12% | 4,988 | $222,093 | Up ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $578,461 | 0.12% | 758 | $243,098 | Down ×1 | ||
| VBR | $578,189 | 0.12% | 2,379 | $-433,447 | Down ×1 | ||
| WCLD WisdomTree Cloud Computing Fund | $565,242 | 0.11% | 17,633 | $83,508 | |||
| CAT Caterpillar, Inc. Common Stock | $555,878 | 0.11% | 522 | Up ×1 | |||
| DFSV | $549,004 | 0.11% | 14,153 | $53,074 | |||
| ABBV AbbVie Inc. Common Stock | $517,121 | 0.11% | 2,055 | $274,619 | Up ×1 | ||
| GEV GE Vernova Inc. Common Stock | $509,890 | 0.10% | 434 | $185,171 | Up ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $498,515 | 0.10% | 6,982 | $-410,391 | Down ×1 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $491,519 | 0.10% | 1,650 | $289,853 | Down ×1 | ||
| JNJ Johnson & Johnson Common Stock | $470,099 | 0.10% | 1,851 | $100,016 | Up ×1 | ||
| DUSB | $464,577 | 0.09% | 9,149 | $2,804 | Up ×3 | ||
| TRV The Travelers Companies, Inc. Common Stock | $461,508 | 0.09% | 1,398 | $107,700 | Up ×1 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $458,994 | 0.09% | 4,487 | $108,035 | Up ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $454,759 | 0.09% | 1,054 | Up ×1 | |||
| VCRM | $440,294 | 0.09% | 5,763 | $-125,285 | Down ×1 | ||
| L Loews Corporation Common Stock | $430,312 | 0.09% | 3,801 | $-27,603 | Down ×1 | ||
| T AT&T Inc. | $428,874 | 0.09% | 20,719 | $-186,948 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $407,854 | 0.08% | 1,246 | $125,754 | Up ×1 | ||
| BLND Blend Labs, Inc. Class A Common Stock | $386,192 | 0.08% | 225,843 | $19,258 | Up ×1 | ||
| WMT Walmart Inc. - Common Stock | $380,789 | 0.08% | 3,362 | $127,662 | Up ×1 | ||
| ALL Allstate Corporation (The) Common Stock | $377,849 | 0.08% | 1,588 | $76,169 | Up ×1 | ||
| D Dominion Energy, Inc. Common Stock | $368,015 | 0.07% | 5,389 | Up ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $367,640 | 0.07% | 393 | Up ×1 | |||
| VWO | $361,389 | 0.07% | 6,054 | $34,533 | Up ×1 | ||
| BND Vanguard Total Bond Market ETF | $358,997 | 0.07% | 4,890 | $-4,206,215 | Down ×2 | ||
| CRM Salesforce, Inc. Common Stock | $352,329 | 0.07% | 2,249 | $-132,453 | Down ×1 | ||
| DFAR | $342,696 | 0.07% | 13,100 | $32,881 | |||
| FIX Comfort Systems USA, Inc. Common Stock | $327,022 | 0.07% | 165 | Up ×1 | |||
| FNV Franco-Nevada Corporation | $326,834 | 0.07% | 1,568 | $-60,541 | |||
| VO | $322,280 | 0.07% | 4,000 | $35,100 | Up ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| DFAC | $63,141,605 | 12.84% | up ×4 |
| DFUS | $23,949,053 | 4.87% | up ×4 |
| DFIC | $21,096,733 | 4.29% | up ×6 |
| VNQI | $9,695,333 | 1.97% | up ×4 |
| AAPL | $7,725,345 | 1.57% | up ×3 |
| SCHH | $5,693,437 | 1.16% | up ×6 |
| AVSC | $4,185,180 | 0.85% | up ×4 |
| VXUS | $3,814,978 | 0.78% | up ×4 |
| GOOGL | $3,162,030 | 0.64% | up ×3 |
| AVLV | $2,809,012 | 0.57% | up ×3 |
| MSFT | $2,795,048 | 0.57% | up ×3 |
| AMZN | $2,712,786 | 0.55% | up ×3 |
| CGNG | $2,170,053 | 0.44% | up ×4 |
| DFAX | $1,791,239 | 0.36% | up ×5 |
| DFAE | $1,480,209 | 0.30% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| VCRB | $3,688,016 | 47,752 | 0.75% |
| IBMR | $3,039,645 | 119,718 | 0.62% |
| DE | $2,385,716 | 3,761 | 0.49% |
| VPLS | $1,089,898 | 14,049 | 0.22% |
| COP | $982,315 | 9,449 | 0.20% |
| LRCX | $707,195 | 1,632 | 0.14% |
| VOYG | $702,212 | 21,774 | 0.14% |
| CAT | $555,878 | 522 | 0.11% |
| DELL | $454,759 | 1,054 | 0.09% |
| D | $368,015 | 5,389 | 0.07% |
| COST | $367,640 | 393 | 0.07% |
| FIX | $327,022 | 165 | 0.07% |
| QCOM | $313,959 | 1,699 | 0.06% |
| WDC | $299,560 | 469 | 0.06% |
| EPD | $294,485 | 8,011 | 0.06% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| PLTR | Trimmed | -2K | -$27.6M |
| DFAC | Bought more | +45K | +$9.6M |
| VTV | Bought more | +20K | +$5.0M |
| AVLC | Trimmed | -15K | +$4.9M |
| DFUS | Bought more | +18K | +$4.5M |
| DCOR | Trimmed | -4K | +$2.2M |
| DFIC | Bought more | +16K | +$1.6M |
| AVEM | Trimmed | -3K | +$1.3M |
| NVDA | Bought more | +4K | +$1.2M |
| AAPL | Bought more | +817 | +$1.2M |
4 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| TSLA | March 31, 2025 | 15,354 | $6,200,560 | 33.2% |
| XOM | June 30, 2026 | 30,543 | $5,181,926 | 22.5% |
| IBMR | March 31, 2026 | 119,718 | $3,044,434 | No longer tracked |
| IBTJ | June 30, 2026 | 119,718 | $3,034,856 | -1.6% |
| IBMN | Dec. 31, 2025 | 113,000 | $3,027,270 | No longer tracked |
| COP | March 31, 2026 | 29,389 | $2,751,116 | 2.2% |
| IBDR | March 31, 2026 | 59,000 | $1,429,570 | No longer tracked |
| IBDT | March 31, 2026 | 40,000 | $1,018,200 | No longer tracked |
| IBDS | March 31, 2026 | 35,000 | $849,800 | No longer tracked |
| IBDQ | Dec. 31, 2025 | 30,000 | $755,700 | No longer tracked |
| ARWR | June 30, 2026 | 11,200 | $702,240 | 7.1% |
| ASTS | June 30, 2026 | 8,000 | $662,960 | -26.4% |
| UAMY | June 30, 2026 | 74,071 | $646,640 | -26.1% |
| QQQ | March 31, 2026 | 796 | $488,749 | |
| SGOL | June 30, 2026 | 10,318 | $460,390 | No longer tracked |
| RKLB | Sept. 30, 2025 | 12,517 | $447,734 | 53.4% |
| MRK | Sept. 30, 2025 | 4,738 | $375,061 | 79.2% |
| DASH | Sept. 30, 2025 | 1,500 | $369,765 | -18.5% |
| AFRM | Sept. 30, 2025 | 5,253 | $363,193 | 4.4% |
| IEFA | June 30, 2026 | 3,942 | $356,870 | No longer tracked |
| WULF | June 30, 2026 | 21,676 | $312,785 | -36.1% |
| HON | June 30, 2026 | 1,370 | $309,662 | -1.2% |
| POWL | June 30, 2026 | 555 | $300,300 | -30.2% |
| PFE | Sept. 30, 2025 | 11,714 | $283,948 | 9.2% |
| ABT | June 30, 2026 | 2,715 | $278,750 | 26.6% |
| ACN | June 30, 2026 | 1,379 | $273,442 | 48.7% |
| HOOD | March 31, 2026 | 2,359 | $266,803 | 41.6% |
| INTU | June 30, 2026 | 575 | $248,619 | 38.7% |
| HD | June 30, 2026 | 720 | $236,801 | -4.2% |
| TMO | June 30, 2026 | 480 | $235,935 | 23.6% |
| AVRE | Dec. 31, 2025 | 5,240 | $233,071 | No longer tracked |
| BX | March 31, 2025 | 1,290 | $222,422 | 2.4% |
| TTD | June 30, 2026 | 9,714 | $220,411 | -25.5% |
| BX | Dec. 31, 2025 | 1,290 | $220,397 | -7.1% |
| PSX | June 30, 2026 | 1,182 | $215,337 | 44.4% |
| REET | March 31, 2026 | 8,434 | $210,429 | No longer tracked |
| AEM | June 30, 2026 | 1,023 | $207,649 | 34.4% |
| PB | March 31, 2026 | 3,000 | $207,330 | 8.9% |
| GILD | June 30, 2026 | 1,450 | $202,087 | 15.1% |
| SYY | Dec. 31, 2025 | 2,431 | $200,169 | 14.2% |
| OSCR | March 31, 2025 | 11,499 | $154,547 | 150.7% |
| RUM | June 30, 2025 | 18,221 | $128,823 | -9.1% |
| UROY | June 30, 2026 | 17,835 | $65,098 | 49.6% |
| VYGR | June 30, 2026 | 10,235 | $39,508 | -3.7% |
| CLVT | June 30, 2026 | 12,269 | $31,041 | -6.5% |
| RNXT | June 30, 2026 | 20,000 | $20,200 | 30.6% |
| ERNA | June 30, 2025 | 94,375 | $16,799 | 137.7% |