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CIK: 0001825611
Total reported value
$491.6M
$491.6M
75 檔
26.0%
In Q3 2024, Cypress Point Wealth Management, LLC's U.S. equity holdings reached a combined market value of $491.6M, distributed across 75 disclosed stock positions.
In Q3 2024, Cypress Point Wealth Management, LLC displayed an active expansion posture, initiating 5 new positions and adding to 35 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 22.45% | -7.25% | -0.53% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 13.78% | +1.31% | +3.13% | |
| 3 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 6.45% | +0.53% | +19.95% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 4.01% | +0.08% | +11.67% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.47% | -0.11% | -1.48% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.24% | -0.01% | +0.05% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 2.71% | -1.12% | EXIT | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.66% | +0.09% | +30.53% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.32% | +0.16% | +38.67% | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.88% | +0.68% | +31.50% | |
| 11 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.79% | +0.08% | +2.17% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.73% | -0.01% | -1.57% | |
| 13 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.62% | -0.04% | +6.43% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.61% | +0.02% | +0.49% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.56% | +0.02% | -12.63% | |
| 16 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.37% | +0.23% | +41.46% | |
| 17 | AVDE | Avantis International Equity | ETF-Other | 1.27% | -0.04% | +4.39% | |
| 18 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.24% | -0.01% | +5.91% | |
| 19 | SCHH | Schwab US Reit ETF | ETF-Other | 1.23% | +0.09% | +3.77% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.21% | -0.06% | +39.40% | |
| 21 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 1.19% | -0.04% | +0.58% | |
| 22 | IBMR | Ishares Ibonds Dec 2029 M Bd | ETF-Other | 1.19% | +0.62% | NEW | |
| 23 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.18% | — | — | |
| 24 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.11% | +0.01% | +1.57% | |
| 25 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-Emerging Markets | 0.99% | -0.04% | -2.14% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.95% | +0.16% | +1.22% | |
| 27 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.92% | +0.10% | +10.61% | |
| 28 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.81% | +0.04% | +0.00% | |
| 29 | DFAI | Dimensional International Co | ETF-Other | 0.77% | -0.01% | +75.87% | |
| 30 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.69% | — | +14.94% | |
| 31 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.67% | — | +14.29% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.65% | +0.04% | +0.20% | |
| 33 | DFAT | Dimensional US Target Value | ETF-Other | 0.65% | -0.02% | +4.38% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.63% | +0.94% | +0.55% | |
| 35 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.60% | -0.02% | — | |
| 36 | BND | Vanguard Total Bond Market | ETF-Other | 0.59% | -0.91% | +0.73% | |
| 37 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.55% | +0.01% | +0.24% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.54% | — | -9.94% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.54% | +0.04% | +0.79% | |
| 40 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.42% | +0.03% | +0.09% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.40% | +0.02% | +2.94% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.39% | +0.01% | -0.29% | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.37% | -0.22% | +0.39% | |
| 44 | BLND | Blend Labs Inc-a | Stock-Other | 0.33% | — | +15.18% | |
| 45 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.30% | — | — | |
| 46 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.30% | — | +50.00% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | +0.15% | +0.18% | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.28% | +0.20% | -1.09% | |
| 49 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.26% | — | — | |
| 50 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.25% | — | -6.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +3.9% | -0.53% | Trim |
| 2 | AVEM | Avantis Emerging Markets Eq | +0.4% | +38.67% | Add |
| 3 | DFAU | Dimensional US Core Equity M | +0.3% | +30.53% | Add |
| 4 | IBDR | Ishares Ibonds Dec 2026 Term | +0.3% | NEW | New buy |
| 5 | AVLC | Avantis US Lg Cap Eq ETF | +0.3% | +19.95% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.3% | +39.40% | Add |
| 7 | DFAI | Dimensional International Co | +0.3% | +75.87% | Add |
| 8 | DCOR | Dimensional US Core Eq 1 ETF | +0.3% | +41.46% | Add |
| 9 | SBUX | Starbucks CORP | +0.3% | NEW | New buy |
| 10 | DFUS | Dimensional US Eq Mkt ETF | +0.3% | +31.50% | Add |
| 11 | NOK | Nokia Corp-spon Adr | +0.2% | NEW | New buy |
| 12 | TSLA | Tesla Inc | +0.2% | +0.49% | Add |
| 13 | BLND | Blend Labs Inc-a | +0.1% | +15.18% | Add |
| 14 | BX | Blackstone Inc | +0.1% | NEW | New buy |
| 15 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.1% | +50.00% | Add |
| 16 | DFGR | Dim Global Real Estate ETF | +0.1% | +14.29% | Add |
| 17 | DUSB | Dimension Ultrashort Fi ETF | 0% | +52.64% | Add |
| 18 | RUM | Rum Group Inc | 0% | NEW | New buy |
| 19 | DFAX | Dimensional World Ex US Core | 0% | +14.94% | Add |
| 20 | DFSV | Dimensional US Small Cap Val | 0% | +17.01% | Add |
| 21 | SCHH | Schwab US Reit ETF | 0% | +3.77% | Add |
| 22 | AVSC | Avantis US Small Cap Equity | 0% | +10.61% | Add |
| 23 | KO | Coca-cola Co/the | 0% | +2.94% | Add |
| 24 | DFIC | Dimensional International Co | 0% | +11.67% | Add |
| 25 | VNQI | Vanguard Glbl Ex-us Real Est | 0% | +1.57% | Add |
| 26 | ✓ | Eterna Therapeutics Inc | 0% | — | Unchanged |
| 27 | VEU | Vanguard Ftse All-world Ex-u | 0% | +0.39% | Add |
| 28 | DFAT | Dimensional US Target Value | -0.1% | +4.38% | Add |
| 29 | VO | Vanguard Mid-cap ETF | -0.1% | -0.29% | Trim |
| 30 | AVDV | Avantis Intl S/c Value ETF | -0.1% | +6.43% | Add |
| 31 | VTV | Vanguard Value ETF | -0.1% | +0.55% | Add |
| 32 | AVES | Avantis Emerging Markets Val | -0.1% | +0.24% | Add |
| 33 | AAPL | Apple Inc | -0.1% | +1.22% | Add |
| 34 | VXUS | Vanguard Total Intl Stock | -0.1% | +0.20% | Add |
| 35 | AVIV | Avantis Int Lrg Cap Val ETF | -0.1% | — | Unchanged |
| 36 | AVDE | Avantis International Equity | -0.1% | +4.39% | Add |
| 37 | BND | Vanguard Total Bond Market | -0.1% | +0.73% | Add |
| 38 | AVLV | Avantis US Large Cap Value | -0.1% | +0.00% | Add |
| 39 | MMIT | Nyli Mackay Muni Intrm ETF | -0.2% | +5.91% | Add |
| 40 | IBMR | Ishares Ibonds Dec 2029 M Bd | -0.2% | +0.64% | Add |
| 41 | AVUS | Avantis U.s. Equity ETF | -0.2% | +2.17% | Add |
| 42 | IBMQ | Ishares Ibonds Dec 2028 Muni | -0.2% | +0.58% | Add |
| 43 | SCHB | Schwab US Broad Market ETF | -0.3% | -1.57% | Trim |
| 44 | LPRO | Open Lending CORP | -0.3% | EXIT | Sold out |
| 45 | VUG | Vanguard Growth ETF | -0.4% | EXIT | Sold out |
| 46 | AVUV | Avantis US Small Cap Value | -0.5% | -12.63% | Trim |
| 47 | VOO | Vanguard S&p 500 ETF | -0.5% | +0.05% | Add |
| 48 | XOM | Exxon Mobil CORP | -0.5% | -0.34% | Trim |
| 49 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | -1.48% | Trim |
| 50 | DFAC | Dimensional US Core Equity 2 | -1.4% | +3.13% | Add |
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 75 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PLTR, DFAC, AVLC) accounted for 26.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
IBDR
市值: $753.3K
Top Position Liquidated / Trimmed
VUG
前期市值: $872.6K
During Q3 2024, Cypress Point Wealth Management, LLC's top holdings by market value included PLTR (22.4%)、DFAC (13.8%)、AVLC (6.5%). The largest single position, PLTR, represented 22.4% of total portfolio value.
In Q3 2024, Cypress Point Wealth Management, LLC made 48 total portfolio adjustments, initiating 5 new buys, adding to 35 positions, trimming 6 holdings, and fully liquidating 2 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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