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CIK: 0001825611
Total reported value
$491.6M
$491.6M
72 檔
20.6%
The Q2 2024 SEC filing reveals that Cypress Point Wealth Management, LLC held a total portfolio value of $491.6M, covering 72 public equity positions.
During Q2 2024, Cypress Point Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 18.53% | -7.25% | +0.11% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 15.14% | +1.31% | +3.08% | |
| 3 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 6.16% | +0.53% | +24.93% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 4.04% | +0.08% | +9.07% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.01% | -0.11% | +30.14% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.70% | -0.01% | +8.95% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 3.21% | -1.12% | EXIT | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.32% | +0.09% | -0.60% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.01% | +0.02% | -1.72% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.00% | -0.01% | -2.04% | |
| 11 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.00% | +0.08% | +8.99% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.91% | +0.16% | +1.36% | |
| 13 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.68% | -0.04% | +4.43% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.63% | +0.68% | +109.64% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.46% | +0.02% | -0.70% | |
| 16 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.42% | — | — | |
| 17 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 1.40% | -0.04% | +0.59% | |
| 18 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.39% | -0.01% | +13.50% | |
| 19 | IBMR | Ishares Ibonds Dec 2029 M Bd | ETF-Other | 1.39% | +0.62% | NEW | |
| 20 | AVDE | Avantis International Equity | ETF-Other | 1.36% | -0.04% | +0.30% | |
| 21 | SCHH | Schwab US Reit ETF | ETF-Other | 1.24% | +0.09% | +1.71% | |
| 22 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-Emerging Markets | 1.17% | -0.04% | -0.38% | |
| 23 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.14% | +0.01% | -0.50% | |
| 24 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.10% | +0.23% | +64.14% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.03% | +0.16% | +0.19% | |
| 26 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.94% | +0.04% | -0.99% | |
| 27 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.93% | +0.10% | +2.45% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | -0.06% | -0.62% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.73% | +0.04% | +0.36% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.70% | +0.94% | — | |
| 31 | DFAT | Dimensional US Target Value | ETF-Other | 0.70% | -0.02% | -21.06% | |
| 32 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.68% | — | +10.09% | |
| 33 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.68% | -0.02% | — | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 0.68% | -0.91% | -1.64% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.67% | +0.04% | -1.09% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.67% | — | — | |
| 37 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.62% | +0.01% | +0.35% | |
| 38 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.62% | — | +4.38% | |
| 39 | DFAI | Dimensional International Co | ETF-Other | 0.49% | -0.01% | +44.45% | |
| 40 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.48% | +0.03% | +0.07% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.44% | +0.01% | -0.26% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.41% | +0.02% | +1.65% | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.41% | +0.05% | — | |
| 44 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.41% | -0.22% | +0.78% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | +0.15% | -0.05% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | +0.20% | +772.85% | |
| 47 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.32% | — | -18.24% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | +0.10% | +2.26% | |
| 49 | LPRO | Open Lending CORP | Stock-Other | 0.28% | — | — | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.27% | -0.08% | EXIT |
According to official SEC Form 13F filings, Cypress Point Wealth Management, LLC reported a total U.S. public equity portfolio value of $491.6M across 72 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including PLTR, DFAC, AVLC) accounted for 20.6% of total reported equity market value during Q2 2024.
During Q2 2024, Cypress Point Wealth Management, LLC's top holdings by market value included PLTR (18.5%)、DFAC (15.1%)、AVLC (6.2%). The largest single position, PLTR, represented 18.5% of total portfolio value.
In Q2 2024, Cypress Point Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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