Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, DCOR, DFIC, and represent 62.64% of Cypress Point Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AVLC, IBMS, COP, BND, VNQI, DFUS, DFAC, IBDT, ARWR, SPY.
Started 13 new stock positions in QQQ, WULF, PB, NVDA, IBDT, IBMS, RNXT, ASTS, COP, ARWR. UAMY, VCRM, TTD.
Reduced shares in these 10 stocks: PLTR (-$52M), IBMN, VOO, MMIT, VTI, IBDQ, DFGR, AVUS, SCHB, AVRE.
Sold out of its positions in AVRE, BX, IBDQ, IBMN, SYY.
Cypress Point Wealth Management was a net seller of stock by $-36M.
Cypress Point Wealth Management has $458M in assets under management (AUM), dropping by -7.29%.
Central Index Key (CIK): 0001825611

Tip: Access up to 7 years of quarterly data

Positions held by Cypress Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Cypress Point Wealth Management

Cypress Point Wealth Management holds 90 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Palantir Technologies Cl A (PLTR)	35.9	$165M	-23%	926k	177.75	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	11.3	$52M	+3%	1.3M	39.59	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	7.9	$36M	+9%	458k	78.62	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	3.8	$17M	+3%	236k	73.63	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	3.8	$17M	+2%	502k	34.46	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	3.6	$16M	+14%	220k	74.17	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.6	$12M	-6%	36k	335.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.5	$12M	-13%	18k	627.15	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	1.7	$7.9M	+36%	173k	45.84	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.6	$7.4M	+4%	96k	77.02	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.3	$5.7M		123k	46.80	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.2	$5.6M	-6%	50k	111.78	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.2	$5.3M	+85%	72k	74.07	View chart
Exxon Mobil Corporation (XOM)	1.1	$5.0M		42k	120.34	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.0	$4.7M		50k	93.97	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.0	$4.4M	+8%	212k	20.89	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.9	$4.1M		50k	82.32	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.8	$3.6M	-8%	138k	26.23	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.7	$3.3M		44k	75.44	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.7	$3.1M		120k	25.57	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.7	$3.0M		120k	25.43	View chart
Ishares Tr Ibonds Dec 2030 (IBMS)	0.7	$3.0M	NEW	115k	26.06	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.7	$3.0M	+6%	51k	58.74	View chart
ConocoPhillips (COP)	0.6	$2.8M	NEW	29k	93.61	View chart
Meta Platforms Cl A (META)	0.6	$2.7M	+9%	4.1k	660.09	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$2.6M		35k	73.56	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$2.6M		14k	190.99	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.5	$2.3M		31k	75.77	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$2.3M		3.00	754800.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$2.2M		8.5k	257.95	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.5	$2.2M	-5%	33k	67.48	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$2.1M	-2%	4.3k	487.82	View chart
Apple (AAPL)	0.4	$2.0M	+37%	7.4k	271.86	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$1.9M	-9%	19k	101.98	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$1.9M	+4%	50k	38.11	View chart
American Centy Etf Tr International Lr (AVIV)	0.4	$1.9M		26k	71.23	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$1.6M		49k	32.73	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.3	$1.5M	-51%	63k	24.33	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$1.5M		10k	143.52	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.3	$1.4M		59k	24.23	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.3	$1.4M	-2%	24k	58.31	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$1.2M		37k	32.57	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$1.2M	-38%	45k	26.42	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$1.0M	NEW	40k	25.45	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$983k		4.6k	211.79	View chart
Coca-Cola Company (KO)	0.2	$961k		14k	69.91	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$919k	+173%	1.3k	681.73	View chart
Capital Group New Geography SHS (CGNG)	0.2	$899k	+33%	28k	31.93	View chart
Microsoft Corporation (MSFT)	0.2	$879k	+12%	1.8k	483.63	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.2	$850k		35k	24.28	View chart
American Centy Etf Tr Avantis Emerging (AVEE)	0.2	$840k	+47%	14k	62.41	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$818k		16k	50.29	View chart
Arrowhead Pharmaceuticals (ARWR)	0.2	$744k	NEW	11k	66.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$730k	+4%	2.3k	312.98	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$694k		1.0k	684.94	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$666k	+51%	13k	49.84	View chart
Blend Labs Cl A (BLND)	0.1	$656k		216k	3.04	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.1	$617k		18k	35.01	View chart
Ast Spacemobile Com Cl A (ASTS)	0.1	$581k	NEW	8.0k	72.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$489k	NEW	796.00	614.01	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$466k		14k	32.89	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$442k	-2%	4.9k	89.46	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$424k		10k	41.08	View chart
Amazon (AMZN)	0.1	$421k	+42%	1.8k	230.82	View chart
salesforce (CRM)	0.1	$409k		1.5k	264.91	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.1	$386k		7.6k	50.65	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$380k	+97%	811.00	468.76	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.1	$372k		7.7k	48.18	View chart
United States Antimony (UAMY)	0.1	$372k	NEW	74k	5.02	View chart
Tesla Motors (TSLA)	0.1	$362k	+10%	805.00	449.72	View chart
Netflix (NFLX)	0.1	$362k	+900%	3.9k	93.76	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$360k		6.7k	53.76	View chart
At&t (T)	0.1	$345k		14k	24.84	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.1	$344k	NEW	4.6k	75.57	View chart
The Trade Desk Com Cl A (TTD)	0.1	$342k	NEW	9.0k	37.96	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$326k	-34%	5.5k	59.54	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$324k		4.5k	72.68	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$305k		3.3k	91.38	View chart
Kkr & Co (KKR)	0.1	$296k		2.3k	127.48	View chart
Terawulf (WULF)	0.1	$293k	NEW	26k	11.49	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$290k		1.0k	290.22	View chart
Bank of America Corporation (BAC)	0.1	$289k		5.3k	55.00	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$286k		4.5k	64.04	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$267k		2.4k	113.10	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$228k	+2%	4.7k	48.32	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$210k		8.4k	24.95	View chart
Prosperity Bancshares (PB)	0.0	$207k	NEW	3.0k	69.11	View chart
NVIDIA Corporation (NVDA)	0.0	$201k	NEW	1.1k	186.54	View chart
Fold Hldgs Com Cl A (FLD)	0.0	$142k		55k	2.61	View chart
Renovorx Com New (RNXT)	0.0	$17k	NEW	20k	0.84	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 2025 Q4 filed Feb. 2, 2026
Cypress Point Wealth Management 2025 Q3 filed Oct. 8, 2025
Cypress Point Wealth Management 2025 Q2 filed July 10, 2025
Cypress Point Wealth Management 2025 Q1 filed April 16, 2025
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z