Cypress Point Wealth Management, LLC Q1 2025 Filing
Filed April 16, 2025
Portfolio Value
$315.3B
Holdings
68
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (68 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLTRPALANTIR TECHNOLOGIES INC | 1,229,192 | $103.7B | 32.91% | |
| 2 | DFACDIMENSIONAL ETF TRUST | 1,227,069 | $40.5B | 12.84% | |
| 3 | AVLCAMERICAN CENTY ETF TR | 458,063 | $29.4B | 9.33% | |
| 4 | DFICDIMENSIONAL ETF TRUST | 432,978 | $12.0B | 3.81% | |
| 5 | DFUSDIMENSIONAL ETF TRUST | 168,511 | $10.2B | 3.23% | |
| 6 | VTIVANGUARD INDEX FDS | 33,986 | $9.3B | 2.96% | |
| 7 | VOOVANGUARD INDEX FDS | 12,871 | $6.6B | 2.10% | |
| 8 | DFAUDIMENSIONAL ETF TRUST | 165,109 | $6.3B | 2.01% | |
| 9 | XOMEXXON MOBIL CORP | 49,852 | $5.9B | 1.88% | |
| 10 | AVEMAMERICAN CENTY ETF TR | 89,848 | $5.4B | 1.71% | |
| 11 | AVUSAMERICAN CENTY ETF TR | 51,405 | $4.7B | 1.51% | |
| 12 | DCORDIMENSIONAL ETF TRUST | 71,553 | $4.4B | 1.39% | |
| 13 | AVDVAMERICAN CENTY ETF TR | 57,275 | $4.0B | 1.27% | |
| 14 | SCHHSCHWAB STRATEGIC TR | 166,734 | $3.6B | 1.14% | |
| 15 | SCHBSCHWAB STRATEGIC TR | 162,462 | $3.5B | 1.11% | |
| 16 | AVDEAMERICAN CENTY ETF TR | 49,317 | $3.3B | 1.04% | |
| 17 | MMITNEW YORK LIFE INVTS ACTIVE E | 135,154 | $3.2B | 1.03% | |
| 18 | AVUVAMERICAN CENTY ETF TR | 35,705 | $3.1B | 0.99% | |
| 19 | IBMQISHARES TR | 119,536 | $3.0B | 0.96% | |
| 20 | IAUISHARES TR | 113,000 | $3.0B | 0.96% | |
| 21 | IBMRISHARES TR | 119,718 | $3.0B | 0.95% | |
| 22 | DFGRDIMENSIONAL ETF TRUST | 112,586 | $3.0B | 0.94% | |
| 23 | VNQIVANGUARD INTL EQUITY INDEX F | 61,556 | $2.5B | 0.79% | |
| 24 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.4B | 0.76% | |
| 25 | METAMETA PLATFORMS INC | 4,130 | $2.4B | 0.76% | |
| 26 | AVSCAMERICAN CENTY ETF TR | 48,891 | $2.4B | 0.75% | |
| 27 | VXUSVANGUARD STAR FDS | 35,891 | $2.2B | 0.71% | |
| 28 | AVLVAMERICAN CENTY ETF TR | 31,481 | $2.1B | 0.65% | |
| 29 | EEMSISHARES INC | 34,463 | $1.9B | 0.61% | |
| 30 | BNDVANGUARD BD INDEX FDS | 22,535 | $1.7B | 0.53% | |
| 31 | AAPLAPPLE INC | 7,293 | $1.6B | 0.51% | |
| 32 | VTVVANGUARD INDEX FDS | 9,270 | $1.6B | 0.51% | |
| 33 | DFAIDIMENSIONAL ETF TRUST | 50,291 | $1.6B | 0.50% | |
| 34 | AVIVAMERICAN CENTY ETF TR | 26,668 | $1.5B | 0.48% | |
| 35 | IBDRISHARES TR | 59,000 | $1.4B | 0.45% | |
| 36 | VYMVANGUARD WHITEHALL FDS | 10,407 | $1.3B | 0.43% | |
| 37 | AVESAMERICAN CENTY ETF TR | 27,670 | $1.3B | 0.41% | |
| 38 | DFAXDIMENSIONAL ETF TRUST | 46,472 | $1.2B | 0.39% | |
| 39 | DFATDIMENSIONAL ETF TRUST | 19,941 | $1.0B | 0.33% | |
| 40 | DFAEDIMENSIONAL ETF TRUST | 39,398 | $1.0B | 0.32% | |
| 41 | KOCOCA COLA CO | 13,511 | $967.7M | 0.31% | |
| 42 | VEUVANGUARD INTL EQUITY INDEX F | 15,097 | $915.8M | 0.29% | |
| 43 | VUGVANGUARD INDEX FDS | 2,333 | $865.1M | 0.27% | |
| 44 | BLNDBLEND LABS INC | 226,447 | $758.6M | 0.24% | |
| 45 | IBDQISHARES TR | 30,000 | $754.5M | 0.24% | |
| 46 | VOVANGUARD INDEX FDS | 2,750 | $711.2M | 0.23% | |
| 47 | AQLTISHARES TR | 7,914 | $598.7M | 0.19% | |
| 48 | DFSVDIMENSIONAL ETF TRUST | 20,878 | $587.7M | 0.19% | |
| 49 | MSFTMICROSOFT CORP | 1,543 | $579.2M | 0.18% | |
| 50 | VUSBVANGUARD BD INDEX FDS | 10,514 | $524.2M | 0.17% | |
| 51 | AVEEAMERICAN CENTY ETF TR | 9,726 | $510.8M | 0.16% | |
| 52 | DUSBDIMENSIONAL ETF TRUST | 8,579 | $435.2M | 0.14% | |
| 53 | VBRVANGUARD INDEX FDS | 2,308 | $429.9M | 0.14% | |
| 54 | CRMSALESFORCE INC | 1,543 | $414.1M | 0.13% | |
| 55 | IVVISHARES TR | 694 | $390.0M | 0.12% | |
| 56 | IBDSISHARES TR | 15,000 | $362.7M | 0.12% | |
| 57 | NFLXNETFLIX INC | 375 | $349.7M | 0.11% | |
| 58 | GOOGLALPHABET INC | 2,080 | $321.7M | 0.10% | |
| 59 | WQTMWISDOMTREE TR | 9,795 | $317.8M | 0.10% | |
| 60 | AVREAMERICAN CENTY ETF TR | 7,284 | $313.3M | 0.10% | |
| 61 | BILSPDR SER TR | 3,224 | $295.7M | 0.09% | |
| 62 | SPYSPDR S&P 500 ETF TR | 487 | $272.4M | 0.09% | |
| 63 | KKRKKR & CO INC | 2,325 | $268.8M | 0.09% | |
| 64 | EEMVISHARES INC | 4,460 | $260.2M | 0.08% | |
| 65 | AMZNAMAZON COM INC | 1,299 | $247.1M | 0.08% | |
| 66 | REETISHARES TR | 9,240 | $224.2M | 0.07% | |
| 67 | RUMRUMBLE INC | 18,221 | $128.8M | 0.04% | |
| 68 | —ERNEXA THERAPEUTICS INC | 94,375 | $16.8M | 0.01% |