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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, DCOR, DFIC, and represent 67.82% of Cypress Point Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AVLC, DFAC, VNQI, DFUS, BND, VEU, VUG, DFIC, VTV, VXUS.
Started 8 new stock positions in BX, BNDX, ARTY, EMXC, VWO, SGOL, SYY, FLD.
Reduced shares in these 10 stocks: PLTR, META, DFGR, AVUV, AAPL, VO, RKLB, AVDV, , DASH.
Sold out of its positions in AFRM, DASH, MRK, PFE, RKLB.
Cypress Point Wealth Management was a net buyer of stock by $11M.
Cypress Point Wealth Management has $494M in assets under management (AUM), dropping by 20.31%.
Central Index Key (CIK): 0001825611

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Portfolio Holdings for Cypress Point Wealth Management

Cypress Point Wealth Management holds 82 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Palantir Technologies Cl A (PLTR)	44.9	$222M		1.2M	182.42	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	9.9	$49M	+7%	1.3M	38.57	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	6.5	$32M	+12%	419k	76.51	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	3.3	$16M		228k	71.94	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	3.3	$16M	+6%	490k	32.79	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.8	$14M	+16%	192k	72.44	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.6	$13M		21k	612.39	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.5	$13M		38k	328.17	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.4	$6.9M		92k	75.11	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	1.2	$6.1M	+106%	127k	47.74	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.2	$5.8M		54k	108.70	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.1	$5.6M		123k	45.76	View chart
Exxon Mobil Corporation (XOM)	1.0	$4.7M		42k	112.75	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.9	$4.5M	-8%	50k	89.03	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.9	$4.2M	+10%	195k	21.57	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.8	$3.9M	-7%	151k	25.71	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.8	$3.9M		49k	78.90	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.7	$3.2M	+22%	44k	73.46	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.6	$3.2M		131k	24.30	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.6	$3.1M		120k	25.64	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.6	$3.1M		120k	25.53	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.6	$3.0M		113k	26.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$2.9M	+64%	39k	74.37	View chart
Meta Platforms Cl A (META)	0.6	$2.8M	-36%	3.8k	734.38	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.6	$2.7M	+13%	48k	57.25	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$2.6M	+48%	14k	186.49	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$2.5M	+76%	35k	71.37	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.5	$2.3M		34k	67.91	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$2.3M		3.00	754200.00	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.5	$2.2M	-2%	31k	72.26	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$2.2M		8.5k	254.28	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$2.1M	+88%	4.4k	479.59	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$2.1M	-32%	21k	99.53	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.4	$2.0M	-35%	73k	27.31	View chart
American Centy Etf Tr International Lr (AVIV)	0.4	$1.8M		27k	67.44	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$1.7M		48k	36.35	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$1.5M		49k	31.38	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$1.5M		10k	140.95	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.3	$1.4M		59k	24.30	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.3	$1.4M	-3%	25k	57.37	View chart
Apple (AAPL)	0.3	$1.4M	-27%	5.4k	254.63	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$1.2M	-6%	37k	31.53	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$965k	+100%	4.6k	208.72	View chart
Coca-Cola Company (KO)	0.2	$905k		14k	66.32	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.2	$852k		35k	24.34	View chart
Microsoft Corporation (MSFT)	0.2	$838k		1.6k	517.96	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$815k		16k	50.07	View chart
Blend Labs Cl A (BLND)	0.2	$798k		219k	3.65	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.2	$756k		30k	25.19	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$678k	-6%	1.0k	669.30	View chart
Capital Group New Geography SHS (CGNG)	0.1	$651k	+82%	21k	30.90	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.1	$620k	+80%	18k	35.17	View chart
American Centy Etf Tr Avantis Emerging (AVEE)	0.1	$584k	+6%	9.1k	64.12	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$542k		2.2k	243.08	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$484k	-18%	8.3k	58.21	View chart
Netflix (NFLX)	0.1	$463k		386.00	1198.92	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$451k		14k	31.84	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$442k	-18%	5.1k	87.31	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$440k	-25%	8.8k	49.99	View chart
At&t (T)	0.1	$392k		14k	28.24	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.1	$384k	-12%	7.6k	50.78	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$380k	NEW	10k	36.81	View chart
salesforce (CRM)	0.1	$366k		1.5k	237.00	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$357k	NEW	6.6k	54.18	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.1	$354k	NEW	7.7k	45.78	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$338k	-9%	2.4k	143.18	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$328k		493.00	665.60	View chart
Tesla Motors (TSLA)	0.1	$325k		730.00	444.72	View chart
Kkr & Co (KKR)	0.1	$302k		2.3k	129.95	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.1	$302k		3.3k	91.76	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$296k	NEW	4.4k	67.52	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$294k	-63%	1.0k	293.74	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$285k		4.5k	63.83	View chart
Amazon (AMZN)	0.1	$280k	-4%	1.3k	219.57	View chart
Bank of America Corporation (BAC)	0.1	$271k		5.3k	51.59	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.0	$233k	-28%	5.2k	44.48	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$227k	NEW	4.6k	49.46	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$220k	NEW	1.3k	170.85	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$216k		8.4k	25.56	View chart
Fold Hldgs Com Cl A (FLD)	0.0	$210k	NEW	55k	3.86	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$201k		410.00	490.38	View chart
SYSCO Corporation (SYY)	0.0	$200k	NEW	2.4k	82.34	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 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
Cypress Point Wealth Management 2021 Q4 filed Jan. 27, 2022

View all past filings

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