Institutional Fund
Cypress Point Wealth Management, LLC
Dallas, TXCIK 18256115 filings on record
Portfolio Value
$464.27M
Q1 2026
Holdings
123
Reported positions
New Buys
42
Opened this quarter
QoQ Change
+1.3%
from $458.16M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Palantir Technologies Inc29.2%
- Dimensional ETF Trust11.5%
- American Centy ETF Tr8.3%
- Dimensional ETF Trust4.2%
- Dimensional ETF Trust4.2%
- Dimensional ETF Trust3.9%
- Other38.6%
Portfolio Holdings
123 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Palantir Technologies Inc | 927.7K | $135.70M | 29.2% | +1.8K | Added |
| 2 | Dimensional ETF Trust | 1.38M | $53.55M | 11.5% | +71.0K | Added |
| 3 | American Centy ETF Tr | 497.4K | $38.57M | 8.3% | +39.6K | Added |
| 4 | Dimensional ETF Trust | 549.9K | $19.54M | 4.2% | +48.0K | Added |
| 5 | Dimensional ETF Trust | 274.2K | $19.45M | 4.2% | +54.4K | Added |
| 6 | Dimensional ETF Trust | 253.6K | $18.28M | 3.9% | +17.4K | Added |
| 7 | Vanguard Index Fds | 35.8K | $11.48M | 2.5% | +117 | Added |
| 8 | Vanguard Index Fds | 18.1K | $10.79M | 2.3% | −324 | Reduced |
| 9 | Vanguard Intl Equity Index F | 204.7K | $9.10M | 2.0% | +31.3K | Added |
| 10 | American Centy ETF Tr | 96.5K | $7.78M | 1.7% | +574 | Added |
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