Cypress Point Wealth Management, LLC Q4 2025 Filing
Filed February 2, 2026
Portfolio Value
$458.2M
Holdings
90
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (90 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLTRPALANTIR TECHNOLOGIES INC | 925,880 | $164.6M | 35.92% | |
| 2 | DFACDIMENSIONAL ETF TRUST | 1,306,938 | $51.7M | 11.29% | |
| 3 | AVLCAMERICAN CENTY ETF TR | 457,783 | $36.0M | 7.86% | |
| 4 | DCORDIMENSIONAL ETF TRUST | 236,146 | $17.4M | 3.79% | |
| 5 | DFICDIMENSIONAL ETF TRUST | 501,885 | $17.3M | 3.77% | |
| 6 | DFUSDIMENSIONAL ETF TRUST | 219,843 | $16.3M | 3.56% | |
| 7 | VTIVANGUARD INDEX FDS | 35,672 | $12.0M | 2.61% | |
| 8 | VOOVANGUARD INDEX FDS | 18,383 | $11.5M | 2.52% | |
| 9 | VNQIVANGUARD INTL EQUITY INDEX F | 173,423 | $7.9M | 1.73% | |
| 10 | AVEMAMERICAN CENTY ETF TR | 95,938 | $7.4M | 1.61% | |
| 11 | DFAUDIMENSIONAL ETF TRUST | 122,462 | $5.7M | 1.25% | |
| 12 | AVUSAMERICAN CENTY ETF TR | 50,025 | $5.6M | 1.22% | |
| 13 | BNDVANGUARD BD INDEX FDS | 72,005 | $5.3M | 1.16% | |
| 14 | XOMEXXON MOBIL CORP | 41,708 | $5.0M | 1.10% | |
| 15 | AVDVAMERICAN CENTY ETF TR | 50,147 | $4.7M | 1.03% | |
| 16 | SCHHSCHWAB STRATEGIC TR | 211,763 | $4.4M | 0.97% | |
| 17 | AVDEAMERICAN CENTY ETF TR | 49,469 | $4.1M | 0.89% | |
| 18 | SCHBSCHWAB STRATEGIC TR | 137,572 | $3.6M | 0.79% | |
| 19 | VXUSVANGUARD STAR FDS | 44,299 | $3.3M | 0.73% | |
| 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% | |
| 23 | AVSCAMERICAN CENTY ETF TR | 51,000 | $3.0M | 0.65% | |
| 24 | COPCONOCOPHILLIPS | 29,389 | $2.8M | 0.60% | |
| 25 | METAMETA PLATFORMS INC | 4,114 | $2.7M | 0.59% | |
| 26 | VEUVANGUARD INTL EQUITY INDEX F | 35,429 | $2.6M | 0.57% | |
| 27 | VTVVANGUARD INDEX FDS | 13,557 | $2.6M | 0.57% | |
| 28 | AVLVAMERICAN CENTY ETF TR | 30,795 | $2.3M | 0.51% | |
| 29 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.3M | 0.49% | |
| 30 | VBVANGUARD INDEX FDS | 8,500 | $2.2M | 0.48% | |
| 31 | EEMSISHARES INC | 32,466 | $2.2M | 0.48% | |
| 32 | VUGVANGUARD INDEX FDS | 4,298 | $2.1M | 0.46% | |
| 33 | AAPLAPPLE INC | 7,357 | $2.0M | 0.44% | |
| 34 | AVUVAMERICAN CENTY ETF TR | 18,907 | $1.9M | 0.42% | |
| 35 | DFAIDIMENSIONAL ETF TRUST | 50,390 | $1.9M | 0.42% | |
| 36 | AVIVAMERICAN CENTY ETF TR | 26,352 | $1.9M | 0.41% | |
| 37 | DFAXDIMENSIONAL ETF TRUST | 48,594 | $1.6M | 0.35% | |
| 38 | MMITNEW YORK LIFE INVTS ACTIVE E | 62,791 | $1.5M | 0.33% | |
| 39 | VYMVANGUARD WHITEHALL FDS | 10,407 | $1.5M | 0.33% | |
| 40 | IBDRISHARES TR | 59,000 | $1.4M | 0.31% | |
| 41 | AVESAMERICAN CENTY ETF TR | 24,200 | $1.4M | 0.31% | |
| 42 | DFAEDIMENSIONAL ETF TRUST | 36,784 | $1.2M | 0.26% | |
| 43 | DFGRDIMENSIONAL ETF TRUST | 44,672 | $1.2M | 0.26% | |
| 44 | IBDTISHARES TR | 40,000 | $1.0M | 0.22% | |
| 45 | VBRVANGUARD INDEX FDS | 4,643 | $983K | 0.21% | |
| 46 | KOCOCA COLA CO | 13,741 | $960K | 0.21% | |
| 47 | SPYSPDR S&P 500 ETF TR | 1,348 | $918K | 0.20% | |
| 48 | CGNGCAPITAL GROUP NEW GEOGRAPHY | 28,143 | $898K | 0.20% | |
| 49 | MSFTMICROSOFT CORP | 1,818 | $879K | 0.19% | |
| 50 | IBDSISHARES TR | 35,000 | $849K | 0.19% | |
| 51 | AVEEAMERICAN CENTY ETF TR | 13,465 | $840K | 0.18% | |
| 52 | VTEBVANGUARD MUN BD FDS | 16,272 | $818K | 0.18% | |
| 53 | ARWRARROWHEAD PHARMACEUTICALS IN | 11,200 | $743K | 0.16% | |
| 54 | GOOGLALPHABET INC | 2,331 | $729K | 0.16% | |
| 55 | IVVISHARES TR | 1,013 | $693K | 0.15% | |
| 56 | VUSBVANGUARD BD INDEX FDS | 13,358 | $665K | 0.15% | |
| 57 | BLNDBLEND LABS INC | 215,843 | $656K | 0.14% | |
| 58 | WQTMWISDOMTREE TR | 17,633 | $617K | 0.13% | |
| 59 | ASTSAST SPACEMOBILE INC | 8,000 | $581K | 0.13% | |
| 60 | NDQINVESCO QQQ TR | 796 | $488K | 0.11% | |
| 61 | DFSVDIMENSIONAL ETF TRUST | 14,153 | $465K | 0.10% | |
| 62 | AQLTISHARES TR | 4,942 | $442K | 0.10% | |
| 63 | SGOLETFS GOLD TR | 10,318 | $423K | 0.09% | |
| 64 | AMZNAMAZON COM INC | 1,823 | $420K | 0.09% | |
| 65 | CRMSALESFORCE INC | 1,543 | $408K | 0.09% | |
| 66 | DUSBDIMENSIONAL ETF TRUST | 7,621 | $385K | 0.08% | |
| 67 | CRWDCROWDSTRIKE HLDGS INC | 811 | $380K | 0.08% | |
| 68 | ARTYISHARES TR | 7,722 | $372K | 0.08% | |
| 69 | USOUNITED STATES ANTIMONY CORP | 74,071 | $371K | 0.08% | |
| 70 | TSLATESLA INC | 805 | $362K | 0.08% | |
| 71 | NFLXNETFLIX INC | 3,860 | $361K | 0.08% | |
| 72 | VWOVANGUARD INTL EQUITY INDEX F | 6,697 | $360K | 0.08% | |
| 73 | TAT&T INC | 13,883 | $344K | 0.08% | |
| 74 | VCRMVANGUARD MUN BD FDS | 4,550 | $343K | 0.07% | |
| 75 | TTDTHE TRADE DESK INC | 9,000 | $341K | 0.07% | |
| 76 | DFATDIMENSIONAL ETF TRUST | 5,477 | $326K | 0.07% | |
| 77 | EMXCISHARES INC | 4,462 | $324K | 0.07% | |
| 78 | BILSPDR SERIES TRUST | 3,337 | $304K | 0.07% | |
| 79 | KKRKKR & CO INC | 2,325 | $296K | 0.06% | |
| 80 | WULFTERAWULF INC | 25,500 | $292K | 0.06% | |
| 81 | VOVANGUARD INDEX FDS | 1,000 | $290K | 0.06% | |
| 82 | BACBANK AMERICA CORP | 5,256 | $289K | 0.06% | |
| 83 | EEMVISHARES INC | 4,460 | $285K | 0.06% | |
| 84 | HOODROBINHOOD MKTS INC | 2,359 | $266K | 0.06% | |
| 85 | BNDXVANGUARD CHARLOTTE FDS | 4,710 | $227K | 0.05% | |
| 86 | REETISHARES TR | 8,434 | $210K | 0.05% | |
| 87 | PBPROSPERITY BANCSHARES INC | 3,000 | $207K | 0.05% | |
| 88 | NVDANVIDIA CORPORATION | 1,075 | $200K | 0.04% | |
| 89 | FLDFOLD HLDGS INC | 54,504 | $142K | 0.03% | |
| 90 | RNXTRENOVORX INC | 20,000 | $16K | 0.00% |