Cypress Point Wealth Management, LLC
CIK: 0001825611SEC EDGAR →
Portfolio Value
$458.2M
Holdings
90
As of
Q4 2025
New Positions
8
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | 925,880 | $164.6M | 35.92% |
| 2 | DIMENSIONAL ETF TRUST | 1,306,938 | $51.7M | 11.29% |
| 3 | AMERICAN CENTY ETF TR | 457,783 | $36.0M | 7.86% |
| 4 | DIMENSIONAL ETF TRUST | 236,146 | $17.4M | 3.79% |
| 5 | DIMENSIONAL ETF TRUST | 501,885 | $17.3M | 3.77% |
| 6 | DIMENSIONAL ETF TRUST | 219,843 | $16.3M | 3.56% |
| 7 | VANGUARD INDEX FDS | 35,672 | $12.0M | 2.61% |
| 8 | VANGUARD INDEX FDS | 18,383 | $11.5M | 2.52% |
| 9 | VANGUARD INTL EQUITY INDEX F | 173,423 | $7.9M | 1.73% |
| 10 | AMERICAN CENTY ETF TR | 95,938 | $7.4M | 1.61% |
Quarterly Changes
New Positions (13)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 63 | $266.2M | 58.1% |
| Technology | 10 | $170.4M | 37.2% |
| Energy | 2 | $7.8M | 1.7% |
| Unknown | 6 | $7.2M | 1.6% |
| Communication Services | 4 | $4.1M | 0.9% |
| Consumer Defensive | 1 | $960K | 0.2% |
| Consumer Cyclical | 2 | $782K | 0.2% |
| Healthcare | 2 | $759K | 0.2% |