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CIK: 0001825611
Total reported value
$491.6M
$491.6M
68 檔
39.8%
During the Q1 2025 filing period, Cypress Point Wealth Management, LLC (CIK: 0001825611) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $491.6M across 68 reported positions.
In Q1 2025, Cypress Point Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 32.91% | -7.25% | -18.24% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 12.84% | +1.31% | +9.35% | |
| 3 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 9.33% | +0.53% | +40.43% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 3.81% | +0.08% | +5.94% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.23% | +0.68% | +43.26% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.96% | -0.11% | -0.80% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.10% | -0.01% | -21.56% | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.01% | +0.09% | -2.19% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 1.88% | -1.12% | EXIT | |
| 10 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.71% | +0.16% | -1.24% | |
| 11 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.51% | +0.08% | +3.13% | |
| 12 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.39% | +0.23% | +9.71% | |
| 13 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.27% | -0.04% | +0.58% | |
| 14 | SCHH | Schwab US Reit ETF | ETF-Other | 1.14% | +0.09% | +6.01% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.11% | -0.01% | -5.77% | |
| 16 | AVDE | Avantis International Equity | ETF-Other | 1.04% | -0.04% | +1.33% | |
| 17 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.03% | -0.01% | +2.04% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.99% | +0.02% | -10.18% | |
| 19 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 0.96% | -0.04% | — | |
| 20 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.96% | — | — | |
| 21 | IBMR | Ishares Ibonds Dec 2029 M Bd | ETF-Other | 0.95% | +0.62% | NEW | |
| 22 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.94% | — | +19.98% | |
| 23 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.79% | +0.01% | -4.12% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.76% | — | — | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.06% | -1.43% | |
| 26 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.75% | +0.10% | +6.61% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.71% | +0.04% | +16.13% | |
| 28 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.65% | +0.04% | +0.01% | |
| 29 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-Emerging Markets | 0.61% | -0.04% | -12.50% | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.53% | -0.91% | +4.11% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.51% | +0.16% | -0.55% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.51% | +0.94% | — | |
| 33 | DFAI | Dimensional International Co | ETF-Other | 0.50% | -0.01% | -27.55% | |
| 34 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.48% | -0.02% | -2.12% | |
| 35 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.45% | — | — | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.43% | — | -3.48% | |
| 37 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.41% | +0.01% | -4.51% | |
| 38 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.39% | — | -33.63% | |
| 39 | DFAT | Dimensional US Target Value | ETF-Other | 0.33% | -0.02% | -18.16% | |
| 40 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.32% | +0.03% | +0.02% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.31% | +0.02% | — | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.29% | -0.22% | +0.33% | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.27% | +0.05% | — | |
| 44 | BLND | Blend Labs Inc-a | Stock-Other | 0.24% | — | — | |
| 45 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.24% | — | — | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.23% | +0.01% | -22.54% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.19% | -0.08% | EXIT | |
| 48 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.19% | — | — | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.18% | +0.04% | — | |
| 50 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.17% | — | -20.51% |
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 68 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including PLTR, DFAC, AVLC) accounted for 39.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
PLTR
市值: $103.7M
During Q1 2025, Cypress Point Wealth Management, LLC's top holdings by market value included PLTR (32.9%)、DFAC (12.8%)、AVLC (9.3%). The largest single position, PLTR, represented 32.9% of total portfolio value.
In Q1 2025, Cypress Point Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 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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