Cypress Point Wealth Management, LLC Q2 2025 Filing
Filed July 10, 2025
Portfolio Value
$410.8B
Holdings
79
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (79 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLTRPALANTIR TECHNOLOGIES INC | 1,233,132 | $168.1B | 40.92% | |
| 2 | DFACDIMENSIONAL ETF TRUST | 1,176,085 | $42.2B | 10.26% | |
| 3 | AVLCAMERICAN CENTY ETF TR | 371,291 | $26.4B | 6.42% | |
| 4 | DCORDIMENSIONAL ETF TRUST | 227,308 | $15.2B | 3.70% | |
| 5 | DFICDIMENSIONAL ETF TRUST | 460,415 | $14.3B | 3.48% | |
| 6 | VOOVANGUARD INDEX FDS | 21,228 | $12.1B | 2.94% | |
| 7 | VTIVANGUARD INDEX FDS | 38,337 | $11.7B | 2.84% | |
| 8 | DFUSDIMENSIONAL ETF TRUST | 164,500 | $11.0B | 2.68% | |
| 9 | AVEMAMERICAN CENTY ETF TR | 90,040 | $6.2B | 1.50% | |
| 10 | AVUSAMERICAN CENTY ETF TR | 53,887 | $5.4B | 1.32% | |
| 11 | DFAUDIMENSIONAL ETF TRUST | 125,125 | $5.3B | 1.29% | |
| 12 | XOMEXXON MOBIL CORP | 41,708 | $4.5B | 1.09% | |
| 13 | METAMETA PLATFORMS INC | 5,929 | $4.4B | 1.07% | |
| 14 | AVDVAMERICAN CENTY ETF TR | 54,971 | $4.4B | 1.06% | |
| 15 | SCHBSCHWAB STRATEGIC TR | 163,152 | $3.9B | 0.95% | |
| 16 | SCHHSCHWAB STRATEGIC TR | 176,210 | $3.7B | 0.91% | |
| 17 | AVDEAMERICAN CENTY ETF TR | 48,885 | $3.6B | 0.88% | |
| 18 | MMITNEW YORK LIFE INVTS ACTIVE E | 130,965 | $3.1B | 0.76% | |
| 19 | IBMQISHARES TR | 119,536 | $3.0B | 0.74% | |
| 20 | DFGRDIMENSIONAL ETF TRUST | 112,836 | $3.0B | 0.74% | |
| 21 | IAUISHARES TR | 113,000 | $3.0B | 0.74% | |
| 22 | IBMRISHARES TR | 119,718 | $3.0B | 0.74% | |
| 23 | AVUVAMERICAN CENTY ETF TR | 31,279 | $2.8B | 0.69% | |
| 24 | VNQIVANGUARD INTL EQUITY INDEX F | 61,556 | $2.8B | 0.69% | |
| 25 | VXUSVANGUARD STAR FDS | 35,891 | $2.5B | 0.60% | |
| 26 | EEMSISHARES INC | 34,479 | $2.2B | 0.54% | |
| 27 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.2B | 0.53% | |
| 28 | AVSCAMERICAN CENTY ETF TR | 42,241 | $2.2B | 0.53% | |
| 29 | AVLVAMERICAN CENTY ETF TR | 31,482 | $2.1B | 0.52% | |
| 30 | VBVANGUARD INDEX FDS | 8,500 | $2.0B | 0.49% | |
| 31 | BNDVANGUARD BD INDEX FDS | 23,636 | $1.7B | 0.42% | |
| 32 | DFAIDIMENSIONAL ETF TRUST | 48,129 | $1.7B | 0.41% | |
| 33 | AVIVAMERICAN CENTY ETF TR | 26,605 | $1.7B | 0.40% | |
| 34 | VTVVANGUARD INDEX FDS | 9,270 | $1.6B | 0.40% | |
| 35 | AAPLAPPLE INC | 7,432 | $1.5B | 0.37% | |
| 36 | IBDRISHARES TR | 59,000 | $1.4B | 0.35% | |
| 37 | DFAXDIMENSIONAL ETF TRUST | 48,565 | $1.4B | 0.35% | |
| 38 | VYMVANGUARD WHITEHALL FDS | 10,407 | $1.4B | 0.34% | |
| 39 | AVESAMERICAN CENTY ETF TR | 25,637 | $1.4B | 0.33% | |
| 40 | VEUVANGUARD INTL EQUITY INDEX F | 19,939 | $1.3B | 0.33% | |
| 41 | DFAEDIMENSIONAL ETF TRUST | 39,429 | $1.1B | 0.28% | |
| 42 | VUGVANGUARD INDEX FDS | 2,333 | $1.0B | 0.25% | |
| 43 | KOCOCA COLA CO | 13,578 | $960.7M | 0.23% | |
| 44 | IBDSISHARES TR | 35,000 | $849.5M | 0.21% | |
| 45 | MSFTMICROSOFT CORP | 1,618 | $804.8M | 0.20% | |
| 46 | VTEBVANGUARD MUN BD FDS | 16,272 | $797.8M | 0.19% | |
| 47 | VOVANGUARD INDEX FDS | 2,750 | $769.5M | 0.19% | |
| 48 | IBDQISHARES TR | 30,000 | $755.4M | 0.18% | |
| 49 | BLNDBLEND LABS INC | 220,284 | $726.9M | 0.18% | |
| 50 | IVVISHARES TR | 1,078 | $669.3M | 0.16% | |
| 51 | VUSBVANGUARD BD INDEX FDS | 11,873 | $592.0M | 0.14% | |
| 52 | DFATDIMENSIONAL ETF TRUST | 10,149 | $547.7M | 0.13% | |
| 53 | AQLTISHARES TR | 6,225 | $519.7M | 0.13% | |
| 54 | AVEEAMERICAN CENTY ETF TR | 8,595 | $517.8M | 0.13% | |
| 55 | NFLXNETFLIX INC | 386 | $516.9M | 0.13% | |
| 56 | VBRVANGUARD INDEX FDS | 2,308 | $450.0M | 0.11% | |
| 57 | 6RJ0ROCKET LAB CORP | 12,517 | $447.7M | 0.11% | |
| 58 | DUSBDIMENSIONAL ETF TRUST | 8,634 | $438.2M | 0.11% | |
| 59 | CRMSALESFORCE INC | 1,543 | $420.8M | 0.10% | |
| 60 | DFSVDIMENSIONAL ETF TRUST | 14,153 | $416.5M | 0.10% | |
| 61 | TAT&T INC | 13,871 | $401.4M | 0.10% | |
| 62 | GOOGLALPHABET INC | 2,242 | $395.0M | 0.10% | |
| 63 | MRKMERCK & CO INC | 4,738 | $375.1M | 0.09% | |
| 64 | DASHDOORDASH INC | 1,500 | $369.8M | 0.09% | |
| 65 | AFRMAFFIRM HLDGS INC | 5,253 | $363.2M | 0.09% | |
| 66 | WQTMWISDOMTREE TR | 9,795 | $354.0M | 0.09% | |
| 67 | CGNGCAPITAL GROUP NEW GEOGRAPHY | 11,550 | $332.8M | 0.08% | |
| 68 | AVREAMERICAN CENTY ETF TR | 7,368 | $325.4M | 0.08% | |
| 69 | KKRKKR & CO INC | 2,325 | $309.3M | 0.08% | |
| 70 | SPYSPDR S&P 500 ETF TR | 492 | $303.9M | 0.07% | |
| 71 | BILSPDR SERIES TRUST | 3,258 | $298.8M | 0.07% | |
| 72 | AMZNAMAZON COM INC | 1,342 | $294.4M | 0.07% | |
| 73 | PFEPFIZER INC | 11,714 | $283.9M | 0.07% | |
| 74 | EEMVISHARES INC | 4,460 | $280.1M | 0.07% | |
| 75 | BACBANK AMERICA CORP | 5,253 | $248.6M | 0.06% | |
| 76 | HOODROBINHOOD MKTS INC | 2,619 | $245.2M | 0.06% | |
| 77 | TSLATESLA INC | 726 | $230.6M | 0.06% | |
| 78 | CRWDCROWDSTRIKE HLDGS INC | 410 | $208.8M | 0.05% | |
| 79 | REETISHARES TR | 8,434 | $208.3M | 0.05% |