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CIK: 0001825611
Total reported value
$491.6M
$491.6M
69 檔
39.7%
At the close of Q4 2024, Cypress Point Wealth Management, LLC disclosed equity holdings valued at approximately $491.6M, spread across 69 reported holdings.
In Q4 2024, Cypress Point Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 17 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 35.41% | -7.25% | -2.13% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 12.09% | +1.31% | +9.72% | |
| 3 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 6.86% | +0.53% | +31.21% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 3.29% | +0.08% | +12.75% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.09% | -0.11% | +9.87% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.75% | -0.01% | +4.90% | |
| 7 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.34% | +0.68% | +52.94% | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.13% | +0.09% | -1.04% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.93% | +0.02% | -1.87% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 1.80% | -1.12% | EXIT | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.67% | +0.16% | -0.58% | |
| 12 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.50% | +0.08% | +4.32% | |
| 13 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.30% | +0.23% | +18.58% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.22% | -0.01% | +160.76% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.19% | +0.02% | -3.83% | |
| 16 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.15% | -0.04% | -2.15% | |
| 17 | SCHH | Schwab US Reit ETF | ETF-Other | 1.03% | +0.09% | +16.02% | |
| 18 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.99% | -0.01% | +3.05% | |
| 19 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 0.94% | -0.04% | +0.78% | |
| 20 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.94% | — | — | |
| 21 | IBMR | Ishares Ibonds Dec 2029 M Bd | ETF-Other | 0.93% | +0.62% | NEW | |
| 22 | AVDE | Avantis International Equity | ETF-Other | 0.93% | -0.04% | +1.18% | |
| 23 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.79% | +0.01% | +6.47% | |
| 24 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.78% | +0.10% | +5.63% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.06% | -22.39% | |
| 26 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.75% | — | +57.68% | |
| 27 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-Emerging Markets | 0.71% | -0.04% | -0.04% | |
| 28 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.65% | +0.04% | +0.01% | |
| 29 | DFAI | Dimensional International Co | ETF-Other | 0.63% | -0.01% | +12.66% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.57% | +0.16% | -29.61% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.57% | +0.04% | +20.43% | |
| 32 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.54% | — | +8.36% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.49% | +0.94% | +0.28% | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 0.48% | -0.91% | +8.56% | |
| 35 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.44% | — | +90.32% | |
| 36 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.44% | -0.02% | -0.01% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.43% | — | — | |
| 38 | DFAT | Dimensional US Target Value | ETF-Other | 0.42% | -0.02% | -17.68% | |
| 39 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.42% | +0.01% | +7.22% | |
| 40 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.31% | +0.03% | +0.06% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.30% | +0.05% | — | |
| 42 | BLND | Blend Labs Inc-a | Stock-Other | 0.30% | — | — | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.29% | +0.01% | -6.58% | |
| 44 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.27% | -0.22% | +1.63% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.26% | +0.02% | -4.41% | |
| 46 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.23% | — | — | |
| 47 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.20% | — | +4.80% | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | +0.04% | -51.90% | |
| 49 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.20% | — | +4.64% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.17% | -0.08% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +13% | -2.13% | Trim |
| 2 | DFUS | Dimensional US Eq Mkt ETF | +0.5% | +52.94% | Add |
| 3 | AVLC | Avantis US Lg Cap Eq ETF | +0.4% | +31.21% | Add |
| 4 | TSLA | Tesla Inc | +0.3% | -1.87% | Trim |
| 5 | VUG | Vanguard Growth ETF | +0.3% | NEW | New buy |
| 6 | IBDR | Ishares Ibonds Dec 2026 Term | +0.1% | +90.32% | Add |
| 7 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | NEW | New buy |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | NEW | New buy |
| 9 | DFGR | Dim Global Real Estate ETF | +0.1% | +57.68% | Add |
| 10 | RUM | Rum Group Inc | 0% | +3.63% | Add |
| 11 | BLND | Blend Labs Inc-a | 0% | — | Unchanged |
| 12 | ✓ | Eterna Therapeutics Inc | 0% | — | Unchanged |
| 13 | OSCR | Oscar Health Inc - Class A | -0.1% | — | Unchanged |
| 14 | DCOR | Dimensional US Core Eq 1 ETF | -0.1% | +18.58% | Add |
| 15 | REET | Ishares Global Reit ETF | -0.1% | -20.30% | Trim |
| 16 | VXUS | Vanguard Total Intl Stock | -0.1% | +20.43% | Add |
| 17 | JPM | Jpmorgan Chase & Co | -0.1% | EXIT | Sold out |
| 18 | EEMV | Ishares Msci Emg Mkt Min Vol | -0.1% | -35.61% | Trim |
| 19 | USRT | Ishares Core US Reit ETF | -0.1% | EXIT | Sold out |
| 20 | DFAE | Dimensional Emerging Core Eq | -0.1% | +0.06% | Add |
| 21 | AVGO | Broadcom Inc | -0.1% | EXIT | Sold out |
| 22 | GOOGL | Alphabet Inc-cl A | -0.1% | -41.83% | Trim |
| 23 | GOOG | Alphabet Inc-cl C | -0.1% | EXIT | Sold out |
| 24 | LLY | Eli Lilly & Co | -0.1% | EXIT | Sold out |
| 25 | SPXL | Direxion Daily S&p 500 Bull | -0.1% | EXIT | Sold out |
| 26 | KO | Coca-cola Co/the | -0.1% | -4.41% | Trim |
| 27 | AVSC | Avantis US Small Cap Equity | -0.1% | +5.63% | Add |
| 28 | AVIV | Avantis Int Lrg Cap Val ETF | -0.2% | -0.01% | Trim |
| 29 | NOK | Nokia Corp-spon Adr | -0.2% | EXIT | Sold out |
| 30 | AMZN | Amazon.com Inc | -0.2% | -63.93% | Trim |
| 31 | SCHH | Schwab US Reit ETF | -0.2% | +16.02% | Add |
| 32 | DFAT | Dimensional US Target Value | -0.2% | -17.68% | Trim |
| 33 | SBUX | Starbucks CORP | -0.3% | EXIT | Sold out |
| 34 | NVDA | Nvidia CORP | -0.3% | EXIT | Sold out |
| 35 | EEMS | Ishares Msci Emerging Mkt Sm | -0.3% | -0.04% | Trim |
| 36 | AVUS | Avantis U.s. Equity ETF | -0.3% | +4.32% | Add |
| 37 | VNQI | Vanguard Glbl Ex-us Real Est | -0.3% | +6.47% | Add |
| 38 | MSFT | Microsoft CORP | -0.3% | -51.90% | Trim |
| 39 | AVDE | Avantis International Equity | -0.3% | +1.18% | Add |
| 40 | AVUV | Avantis US Small Cap Value | -0.4% | -3.83% | Trim |
| 41 | VTI | Vanguard Total Stock Mkt ETF | -0.4% | +9.87% | Add |
| 42 | AAPL | Apple Inc | -0.4% | -29.61% | Trim |
| 43 | META | Meta Platforms Inc-class A | -0.5% | -22.39% | Trim |
| 44 | AVDV | Avantis Intl S/c Value ETF | -0.5% | -2.15% | Trim |
| 45 | VOO | Vanguard S&p 500 ETF | -0.5% | +4.90% | Add |
| 46 | SCHB | Schwab US Broad Market ETF | -0.5% | +160.76% | Add |
| 47 | AVEM | Avantis Emerging Markets Eq | -0.7% | -0.58% | Trim |
| 48 | DFIC | Dimensional International Co | -0.7% | +12.75% | Add |
| 49 | XOM | Exxon Mobil CORP | -0.9% | -8.70% | Trim |
| 50 | DFAC | Dimensional US Core Equity 2 | -1.7% | +9.72% | 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 69 disclosed positions in Q4 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 39.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
VUG
市值: $957.6K
Top Position Liquidated / Trimmed
NVDA
前期市值: $718.2K
During Q4 2024, Cypress Point Wealth Management, LLC's top holdings by market value included PLTR (35.4%)、DFAC (12.1%)、AVLC (6.9%). The largest single position, PLTR, represented 35.4% of total portfolio value.
In Q4 2024, Cypress Point Wealth Management, LLC made 47 total portfolio adjustments, initiating 3 new buys, adding to 18 positions, trimming 17 holdings, and fully liquidating 9 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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