Cypress Point Wealth Management, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Cypress Point Wealth Management, LLC 13F Holdings
CIK 0001825611 · DALLAS, TX
As of Sep 30, 2025, Cypress Point Wealth Management, LLC reported
82 positions worth $494.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1,216,357 | $221.9M | 44.90% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 1,263,305 | $48.7M | 9.86% |
| AMERICAN CENTY ETF TR | AVLC | — | 418,718 | $32.0M | 6.48% |
| DIMENSIONAL US CORE EQUITY 1 ETF | DCOR | — | 228,390 |
|
6.4M3.32% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 489,961 |
6.1M | 3.25% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 191,807 |
3.9M | 2.81% |
| VANGUARD 500 INDEX FUND | VOO | — | 21,141 |
2.9M | 2.62% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 38,238 |
2.5M | 2.54% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 91,605 | $6.9M | 1.39% |
| VANGUARD GLOBAL EX-US REAL ESTATE INDEX FUND | VNQI | — | 126,814 | $6.1M | 1.23% |
| AVANTIS US EQUITY ETF | AVUS | — | 53,774 | $5.8M | 1.18% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 122,772 | $5.6M | 1.14% |
| EXXON MOBIL CORP | XOM | Energy | 41,708 | $4.7M | 0.95% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 50,101 | $4.5M | 0.90% |
| SCHWAB US REIT ETF | SCHH | — | 195,361 | $4.2M | 0.85% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 150,524 | $3.9M | 0.78% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 48,885 | $3.9M | 0.78% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 43,844 | $3.2M | 0.65% |
| NYLI MACKAY MUNI INTERMEDIATE ETF | MMIT | — | 130,545 | $3.2M | 0.64% |
| ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF | IBMQ | — | 119,536 | $3.1M | 0.62% |
| ISHARES TR | — | — | 119,718 | $3.1M | 0.62% |
| ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF | IBMN | — | 113,000 | $3.0M | 0.61% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 38,879 | $2.9M | 0.59% |
| META PLATFORMS INC | META | Communication Services | 3,774 | $2.8M | 0.56% |
| AVANTIS US SMALL CAP EQUITY ETF | AVSC | Equity | 48,018 | $2.7M | 0.56% |