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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 50.15% of Cypress Point Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AVLC, AVEM, DFAU, DFUS, DFIC, DFAC, DCOR, META, DFAI, IBDR.
Started 5 new stock positions in SBUX, IBDR, NOK, RUM, BX.
Reduced shares in these 10 stocks: VUG, LPRO, AVUV, PLTR, VYM, VTI, SCHB, EEMS, VUSB, XOM.
Sold out of its positions in LPRO, VUG.
Cypress Point Wealth Management was a net buyer of stock by $14M.
Cypress Point Wealth Management has $255M in assets under management (AUM), dropping by 20.54%.
Central Index Key (CIK): 0001825611

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Portfolio Holdings for Cypress Point Wealth Management

Cypress Point Wealth Management holds 75 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Palantir Technologies Cl A (PLTR)	22.5	$57M		1.5M	37.20	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	13.8	$35M	+3%	1.0M	34.29	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	6.4	$16M	+19%	249k	66.02	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	4.0	$10M	+11%	363k	28.14	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.5	$8.8M		31k	283.16	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.2	$8.3M		16k	527.67	View chart
Exxon Mobil Corporation (XOM)	2.7	$6.9M		59k	117.22	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.7	$6.8M	+30%	171k	39.69	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.3	$5.9M	+38%	92k	64.60	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.9	$4.8M	+31%	77k	62.20	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.8	$4.5M	+2%	48k	95.15	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.7	$4.4M		66k	66.52	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.6	$4.1M	+6%	58k	70.67	View chart
Tesla Motors (TSLA)	1.6	$4.1M		16k	261.63	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.6	$4.0M	-12%	41k	95.95	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	1.4	$3.5M	+41%	55k	63.34	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.3	$3.2M	+4%	48k	67.03	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	1.2	$3.2M	+5%	129k	24.60	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.2	$3.1M	+3%	136k	23.17	View chart
Meta Platforms Cl A (META)	1.2	$3.1M	+39%	5.4k	572.44	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	1.2	$3.0M		119k	25.63	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	1.2	$3.0M		119k	25.49	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	1.2	$3.0M		113k	26.66	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	1.1	$2.8M		60k	46.91	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	1.0	$2.5M	-2%	39k	63.79	View chart
Apple (AAPL)	1.0	$2.4M		10k	233.00	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.9	$2.3M	+10%	43k	54.02	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.8	$2.1M		32k	65.83	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.8	$2.0M	+75%	62k	31.78	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.7	$1.7M	+14%	65k	27.01	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.7	$1.7M	+14%	60k	28.86	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.7	$1.7M		26k	64.74	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$1.6M	+4%	30k	55.63	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$1.6M		9.2k	174.57	View chart
American Centy Etf Tr International Lr (AVIV)	0.6	$1.5M		27k	56.14	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$1.5M		20k	75.11	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.6	$1.4M		27k	52.14	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$1.4M	-9%	11k	128.20	View chart
Microsoft Corporation (MSFT)	0.5	$1.4M		3.2k	430.33	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$1.1M		39k	27.41	View chart
Coca-Cola Company (KO)	0.4	$1.0M	+2%	14k	71.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$1.0M		3.8k	263.83	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$933k		15k	63.00	View chart
Blend Labs Cl A (BLND)	0.3	$849k	+15%	226k	3.75	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.3	$753k	NEW	31k	24.30	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.3	$753k	+50%	30k	25.10	View chart
Amazon (AMZN)	0.3	$732k		3.9k	186.33	View chart
NVIDIA Corporation (NVDA)	0.3	$718k		5.9k	121.44	View chart
Starbucks Corporation (SBUX)	0.3	$653k	NEW	6.7k	97.49	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$630k	-6%	13k	49.94	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$618k		7.9k	78.05	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$615k	+17%	20k	30.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$600k	+2%	3.6k	165.86	View chart
salesforce (CRM)	0.2	$537k	+4%	2.0k	273.71	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.2	$476k	-4%	7.6k	62.70	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$461k		2.3k	200.80	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.2	$453k	+52%	8.9k	50.77	View chart
Nokia Corp Sponsored Adr (NOK)	0.2	$437k	NEW	100k	4.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$400k		694.00	576.82	View chart
American Centy Etf Tr Avantis Emerging (AVEE)	0.2	$384k	+2%	6.5k	58.85	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$371k		14k	26.69	View chart
Netflix (NFLX)	0.1	$371k		523.00	709.27	View chart
Eli Lilly & Co. (LLY)	0.1	$362k	-2%	408.00	885.94	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.1	$358k		2.2k	163.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$327k		2.0k	167.19	View chart
Kkr & Co (KKR)	0.1	$325k		2.5k	130.58	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.1	$313k		9.8k	31.96	View chart
Broadcom (AVGO)	0.1	$301k	+985%	1.7k	172.50	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$271k	-5%	4.4k	61.57	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$267k	+10%	5.7k	47.14	View chart
Oscar Health Cl A (OSCR)	0.1	$244k		12k	21.21	View chart
JPMorgan Chase & Co. (JPM)	0.1	$226k	-7%	1.1k	210.86	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$224k	NEW	1.5k	153.13	View chart
Eterna Therapeutics Com New (ERNA)	0.0	$99k		94k	1.05	View chart
Rumble Com Cl A (RUM)	0.0	$98k	NEW	18k	5.36	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 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
Cypress Point Wealth Management 2021 Q1 filed May 7, 2021

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