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Cypress Point Wealth Management

Latest statistics and disclosures from Cypress Point Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are PLTR, DFAC, AVLC, DFIC, VTI, and represent 60.74% of Cypress Point Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AVLC (+$5.2M), DFAC, DFUS, SCHB, DFIC, VUG, VTI, DFGR, IBDR, DCOR.
Started 3 new stock positions in BIL, VUG, IBDS.
Reduced shares in these 10 stocks: PLTR, AAPL, NVDA, META, MSFT, SBUX, AMZN, XOM, NOK, LLY.
Sold out of its positions in GOOG, AVGO, SPXL, USRT, JPM, LLY, NOK, NVDA, SBUX.
Cypress Point Wealth Management was a net buyer of stock by $11M.
Cypress Point Wealth Management has $321M in assets under management (AUM), dropping by 26.15%.
Central Index Key (CIK): 0001825611

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Portfolio Holdings for Cypress Point Wealth Management

Cypress Point Wealth Management holds 69 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Palantir Technologies Cl A (PLTR)	35.4	$114M	-2%	1.5M	75.63	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	12.1	$39M	+9%	1.1M	34.59	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	6.9	$22M	+31%	326k	67.55	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	3.3	$11M	+12%	409k	25.84	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.1	$9.9M	+9%	34k	289.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.8	$8.8M	+4%	16k	538.81	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.3	$7.5M	+52%	118k	63.75	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.1	$6.8M		169k	40.49	View chart
Tesla Motors (TSLA)	1.9	$6.2M		15k	403.84	View chart
Exxon Mobil Corporation (XOM)	1.8	$5.8M	-8%	54k	107.57	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.7	$5.3M		91k	58.79	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.5	$4.8M	+4%	50k	96.93	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	1.3	$4.2M	+18%	65k	64.16	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.2	$3.9M	+160%	172k	22.70	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.2	$3.8M	-3%	40k	96.53	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.2	$3.7M	-2%	57k	65.08	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.0	$3.3M	+16%	157k	21.06	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	1.0	$3.2M	+3%	133k	24.01	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.9	$3.0M		120k	25.18	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.9	$3.0M		113k	26.61	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.9	$3.0M		120k	24.98	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.9	$3.0M		49k	61.37	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.8	$2.5M	+6%	64k	39.56	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.8	$2.5M	+5%	46k	54.36	View chart
Meta Platforms Cl A (META)	0.8	$2.5M	-22%	4.2k	585.51	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.7	$2.4M	+57%	94k	25.54	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.7	$2.3M		39k	58.14	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.7	$2.1M		32k	66.77	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$2.0M	+12%	69k	29.20	View chart
Apple (AAPL)	0.6	$1.8M	-29%	7.3k	250.42	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.6	$1.8M	+20%	31k	58.93	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.5	$1.7M	+8%	70k	24.86	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$1.6M		9.3k	169.29	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$1.6M	+8%	22k	71.91	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.4	$1.4M	+90%	59k	24.07	View chart
American Centy Etf Tr International Lr (AVIV)	0.4	$1.4M		27k	51.90	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$1.4M		11k	127.59	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$1.4M	-17%	24k	55.66	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.4	$1.3M	+7%	29k	46.20	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$999k		39k	25.37	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$958k	NEW	2.3k	410.44	View chart
Blend Labs Cl A (BLND)	0.3	$953k		226k	4.21	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$938k	-6%	3.6k	264.13	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$864k		15k	57.41	View chart
Coca-Cola Company (KO)	0.3	$841k	-4%	14k	62.26	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.2	$752k		30k	25.05	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$656k	+4%	13k	49.62	View chart
Microsoft Corporation (MSFT)	0.2	$650k	-51%	1.5k	421.50	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$643k	+4%	21k	30.78	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$556k		7.9k	70.28	View chart
salesforce (CRM)	0.2	$516k	-21%	1.5k	334.33	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$457k		2.3k	198.15	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.1	$432k	-4%	8.5k	50.59	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$409k		694.00	588.68	View chart
American Centy Etf Tr Avantis Emerging (AVEE)	0.1	$402k	+15%	7.5k	53.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$398k	-41%	2.1k	189.33	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.1	$368k		9.8k	37.52	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$359k	NEW	15k	23.96	View chart
Kkr & Co (KKR)	0.1	$344k	-6%	2.3k	147.91	View chart
Netflix (NFLX)	0.1	$334k	-28%	375.00	891.32	View chart
Amazon (AMZN)	0.1	$311k	-63%	1.4k	219.39	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$293k	NEW	3.2k	91.44	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$284k	-35%	4.9k	57.99	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$266k	-20%	11k	23.97	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$256k	+7%	6.1k	41.92	View chart
Rumble Com Cl A (RUM)	0.1	$246k	+3%	19k	13.01	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$222k	-11%	1.3k	172.42	View chart
Oscar Health Cl A (OSCR)	0.0	$155k		12k	13.44	View chart
Eterna Therapeutics Com New (ERNA)	0.0	$28k		94k	0.29	View chart

Past Filings by Cypress Point Wealth Management

SEC 13F filings are viewable for Cypress Point Wealth Management going back to 2020

Cypress Point Wealth Management 2024 Q4 filed Jan. 21, 2025
Cypress Point Wealth Management 2024 Q3 filed Nov. 1, 2024
Cypress Point Wealth Management 2024 Q2 filed July 26, 2024
Cypress Point Wealth Management 2024 Q1 filed May 7, 2024
Cypress Point Wealth Management 2023 Q4 filed Jan. 17, 2024
Cypress Point Wealth Management 2023 Q3 filed Oct. 31, 2023
Cypress Point Wealth Management 2023 Q2 filed July 20, 2023
Cypress Point Wealth Management 2023 Q1 filed May 8, 2023
Cypress Point Wealth Management 2022 Q4 filed Feb. 1, 2023
Cypress Point Wealth Management 2022 Q3 filed Nov. 1, 2022
Cypress Point Wealth Management 2022 Q2 filed Aug. 8, 2022
Cypress Point Wealth Management 2022 Q1 filed April 29, 2022
Cypress Point Wealth Management 2021 Q4 filed Jan. 27, 2022
Cypress Point Wealth Management 2021 Q3 filed Nov. 5, 2021
Cypress Point Wealth Management 2021 Q3 restated filed Nov. 5, 2021
Cypress Point Wealth Management 2021 Q2 filed Aug. 4, 2021

View all past filings

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