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Livermore
Livermore
ZHEN

Cypress Point Wealth Management, LLC

SEC CIK
0001825611
Latest filing
Jul 17, 2026

The latest 13F from Cypress Point Wealth Management, LLC covers Q2 2026 (filed Jul 17, 2026): 142 long positions worth $491.6M. The top 10 holdings make up 65.9% of the portfolio, and the largest is Palantir Technologies Inc. (PLTR) at 22.0%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
42
Est. +$22.1M
Added
52
Est. +$20.5M
Reduced
35
Est. −$13.5M
Sold out
23
Est. −$14.2M

Top 5 holdings

Share of this quarter's portfolio value

  1. PLTRPalantir Technologies Inc.
    22.0%$108.1MHistory
  2. Dimensional U.S. Core Equity 2 ETF25434V708
    12.8%$63.1M
  3. American Centy ETF Tr025072158
    8.8%$43.4M
  4. Dimensional ETF Trust25434V401
    4.9%$23.9M
  5. Dimensional ETF Trust25434V799
    4.3%$21.1M

Share of portfolio

Top 5 holdings and the other 137 positions, by share of portfolio value

  1. PLTR22.0%
  2. Dimensional U.S. Core Equity 2 ETF12.8%
  3. American Centy ETF Tr8.8%
  4. Dimensional ETF Trust4.9%
  5. Dimensional ETF Trust4.3%
  6. Other 137 positions47.2%

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Morningstar Value ETF922908744
    +$4.29MAdded
  2. Vanguard Malvern FDS922020748
    +$3.69MNew
  3. KLACKLA Corp
    +$3.15MAddedConverted for a 10-for-1 splitHistory
  4. iShares Ibonds Dec 2029 Term Muni Bond ETF46436E163
    +$3.04MNew
  5. DEDeere & Co
    +$2.39MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Dimensional U.S. Core Equity 2 ETF25434V708
    +1.31 pp11.5% → 12.8%
  2. Vanguard Morningstar Value ETF922908744
    +0.94 pp1.3% → 2.3%
  3. Vanguard Malvern FDS922020748
    +0.75 pp0.0% → 0.8%
  4. KLACKLA Corp
    +0.72 pp0.1% → 0.8%History
  5. Dimensional ETF Trust25434V401
    +0.68 pp4.2% → 4.9%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. XOMExxonMobil Holdings Corp
    −$5.18MSold outHistory
  2. Vanguard Total Bond Market ETF921937835
    −$4.19MReduced
  3. iShares Tr46436E825
    −$3.03MSold out
  4. Vanguard Morningstar Total Stock Market ETF922908769
    −$1.66MReduced
  5. American Centy ETF Tr025072158
    −$1.30MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. PLTRPalantir Technologies Inc.
    −7.25 pp29.2% → 22.0%History
  2. XOMExxonMobil Holdings Corp
    −1.12 pp1.1% → 0.0%History
  3. Vanguard Total Bond Market ETF921937835
    −0.91 pp1.0% → 0.1%
  4. iShares Tr46436E825
    −0.65 pp0.7% → 0.0%
  5. Vanguard Ftse All-World Ex-US Index Fund922042775
    −0.22 pp0.6% → 0.3%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$491.6M
+$27.3M (+5.9%) vs. prior quarter
Positions
142
+19 vs. prior quarter
Top 10 concentration
65.9%
Top 10 as share of value
Turnover
5.8%
Q2 2026, one quarter
Average holding period
14.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $494.2M (Q3 2025)

Q1 2021: $96.1MQ2 2021: $140.6MQ3 2021: $140.2MQ4 2021: $107.9MQ1 2022: $98.4MQ2 2022: $57.0MQ3 2022: $53.8MQ4 2022: $63.8MQ1 2023: $70.9MQ2 2023: $93.9MQ3 2023: $113.9MQ4 2023: $134.6MQ1 2024: $195.3MQ2 2024: $211.2MQ3 2024: $254.6MQ4 2024: $321.1MQ1 2025: $315.3MQ2 2025: $410.8MQ3 2025: $494.2MQ4 2025: $458.2MQ1 2026: $464.3MQ2 2026: $491.6M
Q1 2021Q2 2026
13F filings of Cypress Point Wealth Management, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 17, 2026142$491.6MPLTRDimensional U.S. Core Equity 2 ETFAmerican Centy ETF Trvs. Q1 2026SEC
Q1 2026Apr 13, 2026123$464.3MPLTRDimensional U.S. Core Equity 2 ETFAmerican Centy ETF Trvs. Q4 2025SEC
Q4 2025Feb 2, 202690$458.2MPLTRDimensional U.S. Core Equity 2 ETFAmerican Centy ETF Trvs. Q3 2025SEC
Q3 2025Oct 8, 202582$494.2MPLTRDimensional U.S. Core Equity 2 ETFAmerican Centy ETF Trvs. Q2 2025SEC
Q2 2025Jul 10, 202579$410.8MPLTRDimensional U.S. Core Equity 2 ETFAmerican Centy ETF Trvs. Q1 2025SEC
Q1 2025Apr 16, 202568$315.3MPLTRDimensional U.S. Core Equity 2 ETFAmerican Centy ETF Trvs. Q4 2024SEC
Q4 2024Jan 21, 202569$321.1MPLTRDimensional U.S. Core Equity 2 ETFAmerican Centy ETF Trvs. Q3 2024SEC
Q3 2024Nov 1, 202475$254.6MPLTRDimensional U.S. Core Equity 2 ETFAmerican Centy ETF Trvs. Q2 2024SEC
Q2 2024Jul 26, 202472$211.2MPLTRDimensional U.S. Core Equity 2 ETFAmerican Centy ETF Trvs. Q1 2024SEC
Q1 2024May 7, 202471$195.3MPLTRDimensional U.S. Core Equity 2 ETFAmerican Centy ETF Trvs. Q4 2023SEC
Q4 2023Jan 17, 202454$134.6MPLTRDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFvs. Q3 2023SEC
Q3 2023Oct 31, 202352$113.9MPLTRDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFvs. Q2 2023SEC
Q2 2023Jul 20, 202342$93.9MPLTRDimensional U.S. Core Equity 2 ETFDimensional U.S. Targeted Value ETFvs. Q1 2023SEC
Q1 2023May 8, 202339$70.9MDimensional U.S. Core Equity 2 ETFPLTRDimensional U.S. Targeted Value ETFvs. Q4 2022SEC
Q4 2022Feb 1, 202337$63.8MDimensional U.S. Core Equity 2 ETFPLTRVanguard Morningstar Value ETFvs. Q3 2022SEC
Q3 2022Nov 1, 202225$53.8MPLTRVanguard Scottsdale FDSDimensional U.S. Core Equity 2 ETFvs. Q2 2022SEC
Q2 2022Aug 8, 202223$57.0MPLTRVanguard Scottsdale FDSDimensional U.S. Core Equity 2 ETFvs. Q1 2022SEC
Q1 2022Apr 29, 202233$98.4MPLTRTSLAUvs. Q4 2021SEC
Q4 2021Jan 27, 202229$107.9MPLTRAFRMErnexa Therapeutics Inc.vs. Q3 2021SEC
Q3 2021Nov 5, 2021Amended172$140.2MPLTRAFRMUvs. Q2 2021SEC
Q2 2021Aug 4, 2021200$140.6MPLTRUErnexa Therapeutics Inc.vs. Q1 2021SEC
Q1 2021May 7, 2021110$96.1MPLTRULPRO–SEC