Cypress Point Wealth Management, LLC
Cypress Point Wealth Management, LLC, managed by Jimmy Kull, reported 142 positions worth $491.62M in its 2026 Q2 13F filing: 42 new and 23 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +41.9% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +25.8% | +11.4% |
| 2025 Q3 | +17.8% | +7.6% |
| 2025 Q4 | -0.0% | +3.1% |
| 2026 Q1 | -6.4% | -5.8% |
| 2026 Q2 | +2.3% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $108.05M | 22.00% | -0.2% |
| DFAC | DIMENSIONAL ETF TRUST | $63.14M | 12.80% | +3.3% |
| AVLC | AMERICAN CENTY ETF TR | $43.44M | 8.80% | -2.9% |
| DFUS | DIMENSIONAL ETF TRUST | $23.95M | 4.90% | +6.6% |
| DFIC | DIMENSIONAL ETF TRUST | $21.10M | 4.30% | +3% |
| DCOR | DIMENSIONAL ETF TRUST | $20.48M | 4.20% | -1.5% |
| VTI | VANGUARD INDEX FDS | $11.58M | 2.40% | -12.5% |
| VOO | VANGUARD INDEX FDS | $11.34M | 2.30% | -8.5% |
| VTV | VANGUARD INDEX FDS | $11.10M | 2.30% | +63% |
| VNQI | VANGUARD INTL EQUITY INDEX F | $9.70M | 2.00% | +5.6% |
| AVEM | AMERICAN CENTY ETF TR | $9.05M | 1.80% | -2.8% |
| AAPL | APPLE INC | $7.73M | 1.60% | +3.2% |
| DFAU | DIMENSIONAL ETF TRUST | $6.30M | 1.30% | -0.5% |
| AVUS | AMERICAN CENTY ETF TR | $6.16M | 1.30% | -1.4% |
| SCHH | SCHWAB STRATEGIC TR | $5.69M | 1.20% | +3.7% |
| AVDV | AMERICAN CENTY ETF TR | $5.14M | 1.00% | -1.9% |
| AVDE | AMERICAN CENTY ETF TR | $4.22M | 0.86% | -4.3% |
| AVSC | AMERICAN CENTY ETF TR | $4.19M | 0.85% | +1.5% |
| NVDA | NVIDIA CORPORATION | $4.03M | 0.82% | +22.3% |
| KLAC | KLA CORP | $3.91M | 0.80% | +414.8% |
| VXUS | VANGUARD STAR FDS | $3.81M | 0.78% | +0.7% |
| VCRB | VANGUARD MALVERN FDS | $3.69M | 0.75% | NEW |
| SCHB | SCHWAB STRATEGIC TR | $3.43M | 0.70% | -10.5% |
| GOOGL | ALPHABET INC | $3.16M | 0.64% | +1.6% |
| IBMQ | ISHARES TR | $3.06M | 0.62% | NO CHANGE |
| IBMR | ISHARES TR | $3.04M | 0.62% | NEW |
| IBMS | ISHARES TR | $2.98M | 0.61% | NO CHANGE |
| AVLV | AMERICAN CENTY ETF TR | $2.81M | 0.57% | +0% |
| MSFT | MICROSOFT CORP | $2.80M | 0.57% | +13.6% |
| META | META PLATFORMS INC | $2.78M | 0.56% | -2.4% |
| AMZN | AMAZON COM INC | $2.71M | 0.55% | +28.7% |
| VB | VANGUARD INDEX FDS | $2.58M | 0.52% | NO CHANGE |
| DE | DEERE & CO | $2.39M | 0.49% | NEW |
| AVUV | AMERICAN CENTY ETF TR | $2.26M | 0.46% | -3% |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | $2.25M | 0.46% | NO CHANGE |
| VUG | VANGUARD INDEX FDS | $2.22M | 0.45% | +0.1% |
| DFAI | DIMENSIONAL ETF TRUST | $2.20M | 0.45% | -1.8% |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $2.17M | 0.44% | +12.7% |
| EEMS | ISHARES INC | $2.03M | 0.41% | -10.7% |
| AVIV | AMERICAN CENTY ETF TR | $1.94M | 0.40% | -4.5% |
| MU | MICRON TECHNOLOGY INC | $1.81M | 0.37% | +128.6% |
| DFAX | DIMENSIONAL ETF TRUST | $1.79M | 0.36% | +0% |
| AVGO | BROADCOM INC | $1.75M | 0.36% | +48.6% |
| AMAT | APPLIED MATLS INC | $1.73M | 0.35% | +279.3% |
| VEU | VANGUARD INTL EQUITY INDEX F | $1.72M | 0.35% | -42.2% |
| VYM | VANGUARD WHITEHALL FDS | $1.68M | 0.34% | NO CHANGE |
| AVES | AMERICAN CENTY ETF TR | $1.55M | 0.32% | +0% |
| DFAE | DIMENSIONAL ETF TRUST | $1.48M | 0.30% | +0.1% |
| KO | COCA COLA CO | $1.32M | 0.27% | +8.1% |
| AVEE | AMERICAN CENTY ETF TR | $1.29M | 0.26% | +7.2% |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.