Cypress Point Wealth Management, LLC holds a focused book of 142 stocks worth $491.6M as of Q2 2026 (disclosed Jul 17, 2026, a ~17-day 13F lag). This quarter they opened Vanguard Core Bond ETF and trimmed Palantir Technologies Inc-A. Their largest long position is Palantir Technologies Inc-A at 22% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
35% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Cypress Point Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 78 / 80 | $73.4B |
| MORGAN STANLEY | 77 / 80 | $528.2B |
| JPMORGAN CHASE & CO | 77 / 80 | $508.6B |
| RAYMOND JAMES FINANCIAL INC | 77 / 80 | $89.9B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 77 / 80 | $42.4B |
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 80 | $18.6B |
| OSAIC HOLDINGS, INC. | 77 / 80 | $16.3B |
| Integrated Wealth Concepts LLC | 77 / 80 | $4.0B |
Ranked by the share of each fund's own book sitting in the names it shares with Cypress Point Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Palantir Technologies Inc CL A | $108.1M | 926.2K | 22.0% | ▼−0.2% Reduced · −2K sh | |
| 2 | Dimensional ETF Trust US COR EQU 2 ETF | $63.1M | 1.42M | 12.8% | ▲+3.3% Added · +45K sh | |
| 3 | American Centy ETF TR AVANTIS US LARG | $43.4M | 482.9K | 8.8% | ▼−2.9% Reduced · −15K sh | |
| 4 | Dimensional ETF Trust US EQUI MARK ETF | $23.9M | 292.3K | 4.9% | ▲+6.6% Added · +18K sh | |
| 5 | Dimensional ETF Trust INTL CORE EQUITY | $21.1M | 566.2K | 4.3% | ▲+3.0% Added · +16K sh | |
| 6 | Dimensional ETF Trust US COR EQU 1 ETF | $20.5M | 249.8K | 4.2% | ▼−1.5% Reduced · −4K sh | |
| 7 | Vanguard Index FDS TOTAL STK MKT | $11.6M | 31.3K | 2.4% | ▼−13% Reduced · −4K sh | |
| 8 | Vanguard Index FDS S&P 500 ETF SHS | $11.3M | 16.5K | 2.3% | ▼−8.5% Reduced · −2K sh | |
| 9 | Vanguard Index FDS VALUE ETF | $11.1M | 50.9K | 2.3% | ▲+63% Added · +20K sh | |
| 10 | Vanguard Intl Equity Index F GLB EX US ETF | $9.7M | 216.2K | 2.0% | ▲+5.6% Added · +11K sh | |
| 11 | American Centy ETF TR AVANTIS EMGMKT | $9.1M | 93.8K | 1.8% | ▼−2.8% Reduced · −3K sh | |
| 12 | Apple Inc COM | $7.7M | 26.7K | 1.6% | ▲+3.1% Added · +817 sh | |
| 13 | Dimensional ETF Trust US CORE EQT MKT | $6.3M | 121.8K | 1.3% | ▼−0.5% Reduced · −565 sh | |
| 14 | American Centy ETF TR US EQT ETF | $6.2M | 48.1K | 1.3% | ▼−1.4% Reduced · −664 sh | |
| 15 | Schwab Strategic TR US REIT ETF | $5.7M | 240.4K | 1.2% | ▲+3.7% Added · +9K sh | |
| 16 | American Centy ETF TR INTL SMCP VLU | $5.1M | 49.9K | 1.0% | ▼−1.9% Reduced · −947 sh | |
| 17 | American Centy ETF TR INTL EQT ETF | $4.2M | 47.3K | 0.9% | ▼−4.3% Reduced · −2K sh | |
| 18 | American Centy ETF TR AVAN US SMAL ETF | $4.2M | 57.1K | 0.9% | ▲+1.5% Added · +854 sh | |
| 19 | Nvidia Corporation COM | $4.0M | 20.1K | 0.8% | ▲+22% Added · +4K sh | |
| 20 | Kla Corp COM NEW | $3.9M | 13.0K | 0.8% | ▲51× Added · +13K sh | |
| 21 | Vanguard Star FDS VG TL INTL STK F | $3.8M | 44.6K | 0.8% | ▲+0.7% Added · +299 sh | |
| 22 | Vanguard Malvern FDS CORE BD ETF | $3.7M | 47.8K | 0.8% | ▲New New position | |
| 23 | Schwab Strategic TR US BRD MKT ETF | $3.4M | 118.4K | 0.7% | ▼−10% Reduced · −14K sh | |
| 24 | Alphabet Inc CAP STK CL A | $3.2M | 8.8K | 0.6% | ▲+1.6% Added · +136 sh | |
| 25 | Ishares TR IBONDS DEC 28 | $3.1M | 119.5K | 0.6% | —Held | |
| 26 | Ishares TR IBONDS DEC 2029 | $3.0M | 119.7K | 0.6% | ▲New New position | |
| 27 | Ishares TR IBONDS DEC 2030 | $3.0M | 115.0K | 0.6% | —Held | |
| 28 | American Centy ETF TR US LARGE CAP VLU | $2.8M | 30.8K | 0.6% | ▲~0% Added · +1 sh | |
| 29 | Microsoft Corp COM | $2.8M | 7.5K | 0.6% | ▲+14% Added · +898 sh | |
| 30 | Meta Platforms Inc CL A | $2.8M | 4.9K | 0.6% | ▼−2.4% Reduced · −123 sh | |
| 31 | Amazon Com Inc COM | $2.7M | 11.4K | 0.6% | ▲+29% Added · +3K sh | |
| 32 | Vanguard Index FDS SMALL CP ETF | $2.6M | 8.5K | 0.5% | —Held | |
| 33 | Deere & Co COM | $2.4M | 3.8K | 0.5% | ▲New New position | |
| 34 | American Centy ETF TR US SML CP VALU | $2.3M | 18.1K | 0.5% | ▼−3.0% Reduced · −562 sh | |
| 35 | Berkshire Hathaway Inc Del CL A | $2.2M | 3 | 0.5% | —Held | |
| 36 | Vanguard Index FDS GROWTH ETF | $2.2M | 25.8K | 0.5% | ▲+500% Added · +22K sh | |
| 37 | Dimensional ETF Trust INTL CORE EQT MK | $2.2M | 53.3K | 0.4% | ▼−1.8% Reduced · −952 sh | |
| 38 | Capital Group New Geography SHS | $2.2M | 57.9K | 0.4% | ▲+13% Added · +7K sh | |
| 39 | Ishares Inc EM MKT SM-CP ETF | $2.0M | 26.7K | 0.4% | ▼−11% Reduced · −3K sh | |
| 40 | American Centy ETF TR INTERNATIONAL LR | $1.9M | 25.1K | 0.4% | ▼−4.5% Reduced · −1K sh | |
| 41 | Micron Technology Inc COM | $1.8M | 1.6K | 0.4% | ▲+129% Added · +881 sh | |
| 42 | Dimensional ETF Trust WORLD EX US CORE | $1.8M | 48.6K | 0.4% | ▲~0% Added · +24 sh | |
| 43 | Broadcom Inc COM | $1.7M | 4.6K | 0.4% | ▲+49% Added · +2K sh | |
| 44 | Applied Matls Inc COM | $1.7M | 2.4K | 0.4% | ▲+279% Added · +2K sh | |
| 45 | Vanguard Intl Equity Index F ALLWRLD EX US | $1.7M | 20.5K | 0.3% | ▼−42% Reduced · −15K sh | |
| 46 | Vanguard Whitehall FDS HIGH DIV YLD | $1.7M | 10.6K | 0.3% | —Held | |
| 47 | American Centy ETF TR EMERGING MKT VAL | $1.6M | 23.7K | 0.3% | ▲~0% Added · +5 sh | |
| 48 | Dimensional ETF Trust EMGR CRE EQT MNG | $1.5M | 36.8K | 0.3% | ▲+0.1% Added · +22 sh | |
| 49 | Coca Cola Co COM | $1.3M | 16.3K | 0.3% | ▲+8.1% Added · +1K sh | |
| 50 | American Centy ETF TR AVA MAR SMA ETF | $1.3M | 18.6K | 0.3% | ▲+7.2% Added · +1K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1825611/holdings"
Use Arkolith to show Cypress Point Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.