Cypress Point Wealth Management

Cypress Point Wealth Management as of Sept. 30, 2025

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