Cypress Point Wealth Management, LLC ETF holdings
Dallas, TX
Reported $318.6M in 61 ETFs in its Form 13F for June 30, 2026.
ETF value
$318.6M
ETFs held
61
Change from prior quarter
+12.8%
With price moves
ETFs as a share of its 13F
64.8%
of $491.6M
Top 10 of 61 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFAC | Dimensional U.S. Core Equity 2 ETF | $63.1M | 1,423,391 | +45,431 shares |
| AVLC | Avantis U.S. Large Cap Equity ETF | $43.4M | 482,866 | −14,506 shares |
| DFUS | Dimensional U.S. Equity Market ETF | $23.9M | 292,275 | +18,054 shares |
| DFIC | Dimensional International Core Equity 2 ETF | $21.1M | 566,203 | +16,279 shares |
| DCOR | Dimensional US Core Equity 1 ETF | $20.5M | 249,842 | −3,714 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $11.6M | 31,303 | −4,486 shares |
| VOO | Vanguard S&P 500 ETF | $11.3M | 16,516 | −1,543 shares |
| VTV | Vanguard Morningstar Value ETF | $11.1M | 50,921 | +19,674 shares |
| VNQI | Vanguard Global ex-U.S. Real Estate ETF | $9.7M | 216,172 | +11,444 shares |
| AVEM | Avantis Emerging Markets Equity ETF | $9.1M | 93,841 | −2,671 shares |
51 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001825611. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Cypress Point Wealth Management, LLC own?
Cypress Point Wealth Management, LLC reported 61 ETF positions worth $318.6M in its Form 13F for June 30, 2026. The largest was DFAC, at $63.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.