1y return+13.6%S&P 500 +20.9%
3y return+156.2%S&P 500 +68.5%
5y return+21.3%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $142 against $200 in the S&P 500.2
Cypress Point Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PLTRPalantir Technologies Inc | $108.1M | 22.0% | |
| Dimensional Etf TrustCUSIP 25434V708 | $63.1M | 12.8% | +3.3% |
| AVLCAmerican Centy Etf Tr | $43.4M | 8.8% | −2.9% |
| DFUSDimensional Etf Trust | $23.9M | 4.9% | +6.6% |
| DFICDimensional Etf Trust | $21.1M | 4.3% | +3.0% |
| Dimensional Etf TrustCUSIP 25434V625 | $20.5M | 4.2% | −1.5% |
| VTIVanguard Index Fds | $11.6M | 2.4% | −12.5% |
| VOOVanguard Index Fds | $11.3M | 2.3% | −8.5% |
| VTVVanguard Index Fds | $11.1M | 2.3% | +63.0% |
| VNQIVanguard Intl Equity Index F | $9.7M | 2.0% | +5.6% |
| AVEMAmerican Centy Etf Tr | $9.1M | 1.8% | −2.8% |
| AAPLApple Inc | $7.7M | 1.6% | +3.2% |
| DFAUDimensional Etf Trust | $6.3M | 1.3% | |
| AVUSAmerican Centy Etf Tr | $6.2M | 1.3% | −1.4% |
| SCHHSchwab Strategic Tr | $5.7M | 1.2% | +3.7% |
| AVDVAmerican Centy Etf Tr | $5.1M | 1.0% | −1.9% |
| AVDEAmerican Centy Etf Tr | $4.2M | 0.9% | −4.3% |
| AVSCAmerican Centy Etf Tr | $4.2M | 0.9% | +1.5% |
| NVDANvidia Corporation | $4.0M | 0.8% | +22.3% |
| KLACKla Corp | $3.9M | 0.8% | +5048.4% |
| VXUSVanguard Star Fds | $3.8M | 0.8% | |
| VCRBVanguard Malvern Fds | $3.7M | 0.8% | New |
| SCHBSchwab Strategic Tr | $3.4M | 0.7% | −10.5% |
| GOOGLAlphabet Inc | $3.2M | 0.6% | +1.6% |
| IBMQIshares Tr | $3.1M | 0.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PLTRPalantir Technologies Inc | December 31, 2020 | +395.4% | $108.1M |
| GOOGLAlphabet Inc | September 30, 2023 | +173.1% | $3.2M |
| METAMeta Platforms Inc | December 31, 2020 | +106.2% | $2.8M |
| SCHBSchwab Strategic Tr | December 31, 2022 | +93.9% | $3.4M |
| AVUSAmerican Centy Etf Tr | December 31, 2022 | +88.3% | $6.2M |
| AMZNAmazon Com Inc | September 30, 2023 | +87.5% | $2.7M |
| AVLVAmerican Centy Etf Tr | December 31, 2022 | +81.7% | $2.8M |
| DFAUDimensional Etf Trust | March 31, 2023 | +79.7% | $6.3M |
| AVEMAmerican Centy Etf Tr | June 30, 2023 | +79.3% | $9.1M |
| AVDVAmerican Centy Etf Tr | June 30, 2023 | +79.0% | $5.1M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $5.2M
- IBTJIshares Tr was $3.0M
- ARWRArrowhead Pharmaceuticals In was $702K
- ASTSAst Spacemobile Inc was $663K
- UAMYUnited States Antimony Corp was $647K
- SGOLEtfs Gold Tr was $460K
- IEFAIshares Tr was $357K
- WULFTerawulf Inc was $313K
- Honeywell Intl IncCUSIP 438516106 was $310K
- POWLPowell Inds Inc was $300K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +2.2% | +14.8% |
| March 31, 2026 | −6.4% | −4.6% |
| December 31, 2025 | +0.8% | +2.4% |
| September 30, 2025 | +17.8% | +7.8% |
| June 30, 2025 | +25.8% | +10.5% |
| March 31, 2025 | +2.1% | −4.6% |
| December 31, 2024 | +23.1% | +2.1% |
| September 30, 2024 | +14.1% | +5.4% |
| June 30, 2024 | +2.6% | +4.0% |
| March 31, 2024 | +10.7% | +10.0% |
| December 31, 2023 | +11.5% | +11.2% |
| September 30, 2023 | −1.3% | −3.6% |
| June 30, 2023 | +18.5% | +8.3% |
| March 31, 2023 | +9.5% | +7.0% |
| December 31, 2022 | −14.0% | +7.1% |
| September 30, 2022 | −5.2% | −5.3% |
| June 30, 2022 | −32.4% | −16.5% |
| March 31, 2022 | −22.2% | −4.9% |
| December 31, 2021 | −13.1% | +10.7% |
| September 30, 2021 | −2.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Cypress Point Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1825611&type=13F-HR&dateb=&owner=include&count=40CIK 1825611
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1825611/000182561126000004/Filed July 17, 2026 · accession 0001825611-26-000004