Arkolith/Funds/Cypress Point Wealth Management, LLC

Cypress Point Wealth Management, LLC

CIK 1825611Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 17, 2026·~17-day 13F lag·13F-HR
Active Filer

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.

Opened
42
bought for the first time
Added to
55
already held, bought more
Trimmed
34
sold some, still holds it
Sold out
23
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
53%
Top 10 holdings
66%
Top 20 holdings
77%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

35% mapped to company sectors

ETF / fund or unclassified
65%
Information Technology
29%
Financials
2%
Industrials
1%
Consumer Discretionary
1%
Health Care
0%
Consumer Staples
0%
Energy
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Cypress Point Wealth Management, LLC

Manager / fundShared namesTheir $ in those
LPL Financial LLC78 / 80$73.4B
MORGAN STANLEY77 / 80$528.2B
JPMORGAN CHASE & CO77 / 80$508.6B
RAYMOND JAMES FINANCIAL INC77 / 80$89.9B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO77 / 80$42.4B
COMMONWEALTH EQUITY SERVICES, LLC77 / 80$18.6B
OSAIC HOLDINGS, INC.77 / 80$16.3B
Integrated Wealth Concepts LLC77 / 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.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

142 positions
#SecurityValueShares% PortLast moveHistory
1Palantir Technologies Inc
CL A
$108.1M926.2K
22.0%
−0.2%
Reduced · −2K sh
2Dimensional ETF Trust
US COR EQU 2 ETF
$63.1M1.42M
12.8%
+3.3%
Added · +45K sh
3American Centy ETF TR
AVANTIS US LARG
$43.4M482.9K
8.8%
−2.9%
Reduced · −15K sh
4Dimensional ETF Trust
US EQUI MARK ETF
$23.9M292.3K
4.9%
+6.6%
Added · +18K sh
5Dimensional ETF Trust
INTL CORE EQUITY
$21.1M566.2K
4.3%
+3.0%
Added · +16K sh
6Dimensional ETF Trust
US COR EQU 1 ETF
$20.5M249.8K
4.2%
−1.5%
Reduced · −4K sh
7Vanguard Index FDS
TOTAL STK MKT
$11.6M31.3K
2.4%
−13%
Reduced · −4K sh
8Vanguard Index FDS
S&P 500 ETF SHS
$11.3M16.5K
2.3%
−8.5%
Reduced · −2K sh
9Vanguard Index FDS
VALUE ETF
$11.1M50.9K
2.3%
+63%
Added · +20K sh
10Vanguard Intl Equity Index F
GLB EX US ETF
$9.7M216.2K
2.0%
+5.6%
Added · +11K sh
11American Centy ETF TR
AVANTIS EMGMKT
$9.1M93.8K
1.8%
−2.8%
Reduced · −3K sh
12Apple Inc
COM
$7.7M26.7K
1.6%
+3.1%
Added · +817 sh
13Dimensional ETF Trust
US CORE EQT MKT
$6.3M121.8K
1.3%
−0.5%
Reduced · −565 sh
14American Centy ETF TR
US EQT ETF
$6.2M48.1K
1.3%
−1.4%
Reduced · −664 sh
15Schwab Strategic TR
US REIT ETF
$5.7M240.4K
1.2%
+3.7%
Added · +9K sh
16American Centy ETF TR
INTL SMCP VLU
$5.1M49.9K
1.0%
−1.9%
Reduced · −947 sh
17American Centy ETF TR
INTL EQT ETF
$4.2M47.3K
0.9%
−4.3%
Reduced · −2K sh
18American Centy ETF TR
AVAN US SMAL ETF
$4.2M57.1K
0.9%
+1.5%
Added · +854 sh
19Nvidia Corporation
COM
$4.0M20.1K
0.8%
+22%
Added · +4K sh
20Kla Corp
COM NEW
$3.9M13.0K
0.8%
51×
Added · +13K sh
21Vanguard Star FDS
VG TL INTL STK F
$3.8M44.6K
0.8%
+0.7%
Added · +299 sh
22Vanguard Malvern FDS
CORE BD ETF
$3.7M47.8K
0.8%
New
New position
23Schwab Strategic TR
US BRD MKT ETF
$3.4M118.4K
0.7%
−10%
Reduced · −14K sh
24Alphabet Inc
CAP STK CL A
$3.2M8.8K
0.6%
+1.6%
Added · +136 sh
25Ishares TR
IBONDS DEC 28
$3.1M119.5K
0.6%
Held
26Ishares TR
IBONDS DEC 2029
$3.0M119.7K
0.6%
New
New position
27Ishares TR
IBONDS DEC 2030
$3.0M115.0K
0.6%
Held
28American Centy ETF TR
US LARGE CAP VLU
$2.8M30.8K
0.6%
~0%
Added · +1 sh
29Microsoft Corp
COM
$2.8M7.5K
0.6%
+14%
Added · +898 sh
30Meta Platforms Inc
CL A
$2.8M4.9K
0.6%
−2.4%
Reduced · −123 sh
31Amazon Com Inc
COM
$2.7M11.4K
0.6%
+29%
Added · +3K sh
32Vanguard Index FDS
SMALL CP ETF
$2.6M8.5K
0.5%
Held
33Deere & Co
COM
$2.4M3.8K
0.5%
New
New position
34American Centy ETF TR
US SML CP VALU
$2.3M18.1K
0.5%
−3.0%
Reduced · −562 sh
35Berkshire Hathaway Inc Del
CL A
$2.2M3
0.5%
Held
36Vanguard Index FDS
GROWTH ETF
$2.2M25.8K
0.5%
+500%
Added · +22K sh
37Dimensional ETF Trust
INTL CORE EQT MK
$2.2M53.3K
0.4%
−1.8%
Reduced · −952 sh
38Capital Group New Geography
SHS
$2.2M57.9K
0.4%
+13%
Added · +7K sh
39Ishares Inc
EM MKT SM-CP ETF
$2.0M26.7K
0.4%
−11%
Reduced · −3K sh
40American Centy ETF TR
INTERNATIONAL LR
$1.9M25.1K
0.4%
−4.5%
Reduced · −1K sh
41Micron Technology Inc
COM
$1.8M1.6K
0.4%
+129%
Added · +881 sh
42Dimensional ETF Trust
WORLD EX US CORE
$1.8M48.6K
0.4%
~0%
Added · +24 sh
43Broadcom Inc
COM
$1.7M4.6K
0.4%
+49%
Added · +2K sh
44Applied Matls Inc
COM
$1.7M2.4K
0.4%
+279%
Added · +2K sh
45Vanguard Intl Equity Index F
ALLWRLD EX US
$1.7M20.5K
0.3%
−42%
Reduced · −15K sh
46Vanguard Whitehall FDS
HIGH DIV YLD
$1.7M10.6K
0.3%
Held
47American Centy ETF TR
EMERGING MKT VAL
$1.6M23.7K
0.3%
~0%
Added · +5 sh
48Dimensional ETF Trust
EMGR CRE EQT MNG
$1.5M36.8K
0.3%
+0.1%
Added · +22 sh
49Coca Cola Co
COM
$1.3M16.3K
0.3%
+8.1%
Added · +1K sh
50American Centy ETF TR
AVA MAR SMA ETF
$1.3M18.6K
0.3%
+7.2%
Added · +1K sh
Showing 50 of 142 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 17, 2026142$491.6M13F-HR
Q1 2026Mar 31, 2026Apr 13, 2026123$464.3M13F-HR
Q4 2025Dec 31, 2025Feb 2, 202690$458.2M13F-HR
Q3 2025Sep 30, 2025Oct 8, 202582$494.2M13F-HR

Data source

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.