Cypress Point Wealth Management, LLC: 13F holdings
CIK 18256112026Q2
| Positions | 142 |
|---|
| Reported value | $491.6m |
|---|
| Filed | 2026-07-17 |
|---|
Change since last quarter
| Positions | 142 (+19 vs prior quarter) |
|---|
| Reported value | $491.6m (+5.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PLTR PALANTIR TECHNOLOGIES INC | 926,151 | $108.1m | 22.0% |
| DIMENSIONAL ETF TRUST | 1,423,391 | $63.1m | 12.8% |
| SPYM AMERICAN CENTY ETF TR | 482,866 | $43.4m | 8.8% |
| DFUS DIMENSIONAL ETF TRUST | 292,275 | $23.9m | 4.9% |
| DFIC DIMENSIONAL ETF TRUST | 566,203 | $21.1m | 4.3% |
| DIMENSIONAL ETF TRUST | 249,842 | $20.5m | 4.2% |
| VTI VANGUARD INDEX FDS | 31,303 | $11.6m | 2.4% |
| VOO VANGUARD INDEX FDS | 16,516 | $11.3m | 2.3% |
| VTV VANGUARD INDEX FDS | 50,921 | $11.1m | 2.3% |
| VNQI VANGUARD INTL EQUITY INDEX F | 216,172 | $9.7m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1825611")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples