Cypress Point Wealth Management

Cypress Point Wealth Management as of June 30, 2025

Portfolio Holdings for Cypress Point Wealth Management

Cypress Point Wealth Management holds 79 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Palantir Technologies Cl A (PLTR) 40.9 $168M 1.2M 136.32
Dimensional Etf Trust Us Core Equity 2 (DFAC) 10.3 $42M 1.2M 35.84
American Centy Etf Tr Avantis Us Larg (AVLC) 6.4 $26M 371k 71.04
Dimensional Etf Trust Us Core Equity 1 (DCOR) 3.7 $15M 227k 66.85
Dimensional Etf Trust Intl Core Equity (DFIC) 3.5 $14M 460k 31.09
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.9 $12M 21k 568.03
Vanguard Index Fds Total Stk Mkt (VTI) 2.8 $12M 38k 303.93
Dimensional Etf Trust Us Equity Market (DFUS) 2.7 $11M 165k 67.02
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.5 $6.2M 90k 68.54
American Centy Etf Tr Us Eqt Etf (AVUS) 1.3 $5.4M 54k 100.82
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.3 $5.3M 125k 42.36
Exxon Mobil Corporation (XOM) 1.1 $4.5M 42k 107.80
Meta Platforms Cl A (META) 1.1 $4.4M 5.9k 738.09
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.1 $4.4M 55k 79.28
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.9 $3.9M 163k 23.83
Schwab Strategic Tr Us Reit Etf (SCHH) 0.9 $3.7M 176k 21.16
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.9 $3.6M 49k 74.01
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.8 $3.1M 131k 23.85
Ishares Tr Ibonds Dec 28 (IBMQ) 0.7 $3.0M 120k 25.41
Dimensional Etf Trust Global Real Est (DFGR) 0.7 $3.0M 113k 26.83
Ishares Tr Ibonds Dec 25 (IBMN) 0.7 $3.0M 113k 26.76
Ishares Tr Ibonds Dec 2029 (IBMR) 0.7 $3.0M 120k 25.23
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.7 $2.8M 31k 91.10
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.7 $2.8M 62k 46.15
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $2.5M 36k 69.09
Ishares Em Mkt Sm-cp Etf (EEMS) 0.5 $2.2M 35k 64.85
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $2.2M 3.00 728800.00
American Centy Etf Tr Avantis Us Small (AVSC) 0.5 $2.2M 42k 51.57
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.5 $2.1M 32k 68.21
Vanguard Index Fds Small Cp Etf (VB) 0.5 $2.0M 8.5k 236.98
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.7M 24k 73.63
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $1.7M 48k 34.57
American Centy Etf Tr International Lr (AVIV) 0.4 $1.7M 27k 62.24
Vanguard Index Fds Value Etf (VTV) 0.4 $1.6M 9.3k 176.73
Apple (AAPL) 0.4 $1.5M 7.4k 205.17
Ishares Tr Ibonds Dec2026 (IBDR) 0.3 $1.4M 59k 24.25
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $1.4M 49k 29.37
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $1.4M 10k 133.31
American Centy Etf Tr Emerging Mkt Val (AVES) 0.3 $1.4M 26k 53.54
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.3M 20k 67.22
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $1.1M 39k 28.95
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.0M 2.3k 438.40
Coca-Cola Company (KO) 0.2 $961k 14k 70.75
Ishares Tr Ibonds 27 Etf (IBDS) 0.2 $850k 35k 24.27
Microsoft Corporation (MSFT) 0.2 $805k 1.6k 497.41
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $798k 16k 49.03
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $770k 2.8k 279.83
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.2 $755k 30k 25.18
Blend Labs Cl A (BLND) 0.2 $727k 220k 3.30
Ishares Tr Core S&p500 Etf (IVV) 0.2 $669k 1.1k 620.90
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $592k 12k 49.86
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $548k 10k 53.96
Ishares Tr Core Msci Eafe (IEFA) 0.1 $520k 6.2k 83.48
American Centy Etf Tr Avantis Emerging (AVEE) 0.1 $518k 8.6k 60.25
Netflix (NFLX) 0.1 $517k 386.00 1339.13
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $450k 2.3k 194.98
Rocket Lab Corp (RKLB) 0.1 $448k 13k 35.77
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.1 $438k 8.6k 50.75
salesforce (CRM) 0.1 $421k 1.5k 272.69
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $417k 14k 29.43
At&t (T) 0.1 $401k 14k 28.94
Alphabet Cap Stk Cl A (GOOGL) 0.1 $395k 2.2k 176.20
Merck & Co (MRK) 0.1 $375k 4.7k 79.16
Doordash Cl A (DASH) 0.1 $370k 1.5k 246.51
Affirm Hldgs Com Cl A (AFRM) 0.1 $363k 5.3k 69.14
Wisdomtree Tr Cloud Computng (WCLD) 0.1 $354k 9.8k 36.14
Capital Group New Geography SHS (CGNG) 0.1 $333k 12k 28.81
American Centy Etf Tr Real Estate Etf (AVRE) 0.1 $325k 7.4k 44.16
Kkr & Co (KKR) 0.1 $309k 2.3k 133.03
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $304k 492.00 617.67
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.1 $299k 3.3k 91.72
Amazon (AMZN) 0.1 $294k 1.3k 219.39
Pfizer (PFE) 0.1 $284k 12k 24.24
Ishares Msci Emerg Mrkt (EEMV) 0.1 $280k 4.5k 62.80
Bank of America Corporation (BAC) 0.1 $249k 5.3k 47.32
Robinhood Mkts Com Cl A (HOOD) 0.1 $245k 2.6k 93.63
Tesla Motors (TSLA) 0.1 $231k 726.00 317.66
Crowdstrike Hldgs Cl A (CRWD) 0.1 $209k 410.00 509.31
Ishares Tr Global Reit Etf (REET) 0.1 $208k 8.4k 24.70