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Cypress Point Wealth Management, LLC Historic Quarter Change: USA ETF, Sold Out

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Cypress Point Wealth Management, LLC historic quarter change: USA ETF, Sold out

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Cypress Point Wealth Management, LLC opened 50 positions, added to 255, reduced 150 and sold out of 29.

  • Q2 2026: Stock DFAC; Country of operation —; Class US CORE EQUITY 2; Shares before 1,377,960.
  • Q2 2026: Stock DFUS; Country of operation —; Class US EQUITY MARKET; Shares before 274,221.
  • Q2 2026: Stock DCOR; Country of operation —; Class US CORE EQUITY 1; Shares before 253,556.
  • Q2 2026: Stock AVSC; Country of operation —; Class AVANTIS US SMALL; Shares before 56,211.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1825611), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-08); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-10); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-16); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-26); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026DFAC
DIMENSIONAL ETF TRUST		US CORE EQUITY 21,377,9600-1,377,960$53,547,530$0-$53,547,5302026-07-17
Q2 2026DFUS
DIMENSIONAL ETF TRUST		US EQUITY MARKET274,2210-274,221$19,445,030$0-$19,445,0302026-07-17
Q2 2026DCOR
DIMENSIONAL ETF TRUST		US CORE EQUITY 1253,5560-253,556$18,276,295$0-$18,276,2952026-07-17
Q2 2026AVSC
AMERICAN CENTY ETF TR		AVANTIS US SMALL56,2110-56,211$3,501,976$0-$3,501,9762026-07-17
Q2 2026IBTJ
ISHARES TR		IBONDS DEC 2029119,7180-119,718$3,034,856$0-$3,034,8562026-07-17
Q2 2026MMIT
NEW YORK LIFE INVTS ACTIVE E		NYLI MACKAY MUN46,9470-46,947$1,131,653$0-$1,131,6532026-07-17
Q2 2026AVEE
AMERICAN CENTY ETF TR		AVANTIS EMERGING17,3970-17,397$1,103,492$0-$1,103,4922026-07-17
Q2 2026DFSV
DIMENSIONAL ETF TRUST		US SMALL CAP VAL14,1530-14,153$495,930$0-$495,9302026-07-17
Q2 2026DUSB
DIMENSIONAL ETF TRUST		ULTRASHORT FIXED9,1060-9,106$461,773$0-$461,7732026-07-17
Q2 2026ARTY
ISHARES TR		FUTURE AI & TECH7,7220-7,722$359,294$0-$359,2942026-07-17
Q2 2026IEFA
ISHARES TR		CORE MSCI EAFE3,9420-3,942$356,870$0-$356,8702026-07-17
Q2 2026DFAR
DIMENSIONAL ETF TRUST		US REAL ESTATE E13,1000-13,100$309,815$0-$309,8152026-07-17
Q2 2026BIL
SPDR SERIES TRUST		STATE STREET SPD3,3560-3,356$307,533$0-$307,5332026-07-17
Q1 2026IBMR
ISHARES TR		IBONDS DEC 2029119,7180-119,718$3,044,434$0-$3,044,4342026-04-13
Q1 2026IBDR
ISHARES TR		IBONDS DEC202659,0000-59,000$1,429,570$0-$1,429,5702026-04-13
Q1 2026IBDT
ISHARES TR		IBDS DEC28 ETF40,0000-40,000$1,018,200$0-$1,018,2002026-04-13
Q1 2026IBDS
ISHARES TR		IBONDS 27 ETF35,0000-35,000$849,800$0-$849,8002026-04-13
Q1 2026QQQ
INVESCO QQQ TR		UNIT SER 17960-796$488,749$0-$488,7492026-04-13
Q1 2026REET
ISHARES TR		GLOBAL REIT ETF8,4340-8,434$210,429$0-$210,4292026-04-13
Q4 2025IBMN
ISHARES TR		IBONDS DEC 25113,0000-113,000$3,027,270$0-$3,027,2702026-02-02
Q4 2025IBDQ
ISHARES TR		IBONDS DEC25 ETF30,0000-30,000$755,700$0-$755,7002026-02-02
Q4 2025BIL
SPDR SERIES TRUST		BLOOMBERG 1-3 MO3,2910-3,291$301,984$0-$301,9842026-02-02
Q4 2025AVRE
AMERICAN CENTY ETF TR		REAL ESTATE ETF5,2400-5,240$233,071$0-$233,0712026-02-02
Q4 2024SPXL
DIREXION SHS ETF TR		DRX S&P500BULL2,1840-2,184$358,069$0-$358,0692025-01-21
Q4 2024USRT
ISHARES TR		CRE U S REIT ETF4,3970-4,397$270,724$0-$270,7242025-01-21
Q3 2024DFUS
DIMENSIONAL ETF TRUST		US EQUITY ETF58,4900-58,490$3,442,116$0-$3,442,1162024-11-01
Q3 2024MMIT
INDEXIQ ACTIVE ETF TR		IQ MACKAY INTRME121,3610-121,361$2,934,514$0-$2,934,5142024-11-01
Q3 2024VUG
VANGUARD INDEX FDS		GROWTH ETF2,3330-2,333$872,566$0-$872,5662024-11-01
Q2 2024ICSH
ISHARES TR		BLACKROCK ULTRA5,4900-5,490$277,590$0-$277,5902024-07-26

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