Cypress Point Wealth Management, LLC holds a focused book of 142 stocks worth $491.6M as of Q2 2026 (disclosed Jul 17, 2026, a ~45-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. Cloning the disclosed picks since 2025 would be -5% (-6.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Cypress Point Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned -3.9%, a 1.5-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Cypress Point Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.