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13F holdings · Q3 2026

Cypress Point Wealth Management

Dallas, TX · files as Cypress Point Wealth Management, LLC
Filed
Holdings as of Sep 30, 2026Filed Nov 2, 2026Next filing due Feb 15, 2027CIK 1825611

Cypress Point Wealth Management reported 142 stocks worth $492M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are PLTR (22.0%), Dimensional ETF Trust (12.8%) and AVLC (8.8%).

Reported value$492M+0.0% vs last quarter
Stocks held1420 new · 0 sold out
Top 5 weight52.8%fairly concentrated
Turnover0%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
PLTR
Palantir Technologies Inc
$108M22.0%926KNo change8 of 8
2
DIMENSIONAL ETF TRUST
$63.1M12.8%1.4MNo change8 of 8
3
AVLC
American Centy ETF TR
$43.4M8.8%483KNo change8 of 8
4
DFUS
Dimensional US Equity Market ETF
$23.9M4.9%292KNo change8 of 8
5
DFIC
Dimensional Intern Core
$21.1M4.3%566KNo change8 of 8
6
DIMENSIONAL ETF TRUST
$20.5M4.2%250KNo change8 of 8
7
VTI
Vanguard Total Stock Market ETF
$11.6M2.4%31KNo change8 of 8
8
VOO
Vanguard S&P 500 ETF
$11.3M2.3%17KNo change8 of 8
9
VTV
Vanguard Index Fds
$11.1M2.3%51KNo change8 of 8
10
VNQI
Vanguard Glbal EX US
$9.7M2.0%216KNo change8 of 8
🔒 132 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Reported value

last 8 quarters
$321MQ4 '24
$315MQ1 '25
$411MQ2 '25
$494MQ3 '25
$458MQ4 '25
$464MQ1 '26
$492MQ2 '26
$492MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Nov 2, 202613F-HRQ3 2026SEC filing ↗

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Cypress Point Wealth Management 13F FAQ

What does Cypress Point Wealth Management own?

Cypress Point Wealth Management reported 142 stocks worth $492M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are PLTR (22.0%), Dimensional ETF Trust (12.8%) and AVLC (8.8%). The table above lists every position in the filing (the top 10 without an account).

What did Cypress Point Wealth Management buy and sell in Q3 2026?

Compared with Q2 2026: 0 new positions, 0 added to, 0 trimmed and 0 sold out.

When will Cypress Point Wealth Management file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Cypress Point Wealth Management's portfolio worth?

The Q3 2026 filing reports $492M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.