Cypress Point Wealth Management

Cypress Point Wealth Management as of Dec. 31, 2025

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