Cypress Point Wealth Management, LLC
CIK: 0001825611Latest portfolio: $458.2M · Q4 2025
Holdings
90
Total Value
$458.2M
New Positions
13
Closed Positions
5
Top Holdings
View All 90 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | PLTRPALANTIR TECHNOLOGIES INC | 925,880 | $164.6M | 35.92% | -290,477 | |
| 2 | DFACDIMENSIONAL ETF TRUST | 1,306,938 | $51.7M | 11.29% | +44K | |
| 3 | AVLCAMERICAN CENTY ETF TR | 457,783 | $36.0M | 7.86% | +39K | |
| 4 | DCORDIMENSIONAL ETF TRUST | 236,146 | $17.4M | 3.79% | +8K | |
| 5 | DFICDIMENSIONAL ETF TRUST | 501,885 | $17.3M | 3.77% | +12K | |
| 6 | DFUSDIMENSIONAL ETF TRUST | 219,843 | $16.3M | 3.56% | +28K | |
| 7 | VTIVANGUARD INDEX FDS | 35,672 | $12.0M | 2.61% | -2,566 | |
| 8 | VOOVANGUARD INDEX FDS | 18,383 | $11.5M | 2.52% | -2,758 | |
| 9 | VNQIVANGUARD INTL EQUITY INDEX F | 173,423 | $7.9M | 1.73% | +47K | |
| 10 | AVEMAMERICAN CENTY ETF TR | 95,938 | $7.4M | 1.61% | +4K | |
| 11 | DFAUDIMENSIONAL ETF TRUST | 122,462 | $5.7M | 1.25% | -310 | |
| 12 | AVUSAMERICAN CENTY ETF TR | 50,025 | $5.6M | 1.22% | -3,749 | |
| 13 | BNDVANGUARD BD INDEX FDS | 72,005 | $5.3M | 1.16% | +33K | |
| 14 | XOMEXXON MOBIL CORP | 41,708 | $5.0M | 1.10% | — | |
| 15 | AVDVAMERICAN CENTY ETF TR | 50,147 | $4.7M | 1.03% | +46 | |
| 16 | SCHHSCHWAB STRATEGIC TR | 211,763 | $4.4M | 0.97% | +16K | |
| 17 | AVDEAMERICAN CENTY ETF TR | 49,469 | $4.1M | 0.89% | +584 | |
| 18 | SCHBSCHWAB STRATEGIC TR | 137,572 | $3.6M | 0.79% | -12,952 | |
| 19 | VXUSVANGUARD STAR FDS | 44,299 | $3.3M | 0.73% | +455 | |
| 20 | IBMQISHARES TR | 119,536 | $3.1M | 0.67% | — | |
| 21 | IBMRISHARES TR | 119,718 | $3.0M | 0.66% | — | |
| 22 | IBMSISHARES TR | 115,000 | $3.0M | 0.65% | NEW | |
| 23 | AVSCAMERICAN CENTY ETF TR | 51,000 | $3.0M | 0.65% | +3K | |
| 24 | COPCONOCOPHILLIPS | 29,389 | $2.8M | 0.60% | NEW | |
| 25 | METAMETA PLATFORMS INC | 4,114 | $2.7M | 0.59% | +340 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial Services0.0% ($5.174135990173871e+223T)
Technology0.0% ($1.6457520008796563e+24T)
Unknown0.0% ($29962264617.5T)
Communication Services0.0% ($2715.7T)
Energy0.0% ($50.2B)
Consumer Cyclical0.0% ($420.4M)
Healthcare0.0% ($74.3M)
Consumer Defensive0.0% ($960K)
Filing History
Fund Information
Cypress Point Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $458.2M across 90 holdings. The largest position is PALANTIR TECHNOLOGIES INC (PLTR), representing 35.9% of the portfolio. Compared to the previous quarter, the fund opened 13 new positions and closed 5 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.