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CIK: 0001825611
Total reported value
$491.6M
$491.6M
79 檔
54.1%
As reported in its official Q2 2025 Form 13F filing, Cypress Point Wealth Management, LLC's tracked investment portfolio stood at $491.6M with 79 total positions.
In Q2 2025, Cypress Point Wealth Management, LLC displayed an active expansion posture, initiating 13 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 40.92% | -7.25% | +0.32% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 10.26% | +1.31% | -4.15% | |
| 3 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 6.42% | +0.53% | -18.94% | |
| 4 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 3.70% | +0.23% | +217.68% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 3.48% | +0.08% | +6.34% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.94% | -0.01% | +64.93% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.84% | -0.11% | +12.80% | |
| 8 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.68% | +0.68% | -2.38% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.50% | +0.16% | +0.21% | |
| 10 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.32% | +0.08% | +4.83% | |
| 11 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.29% | +0.09% | -24.22% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.09% | -1.12% | EXIT | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.07% | -0.06% | +43.56% | |
| 14 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.06% | -0.04% | -4.02% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.95% | -0.01% | +0.42% | |
| 16 | SCHH | Schwab US Reit ETF | ETF-Other | 0.91% | +0.09% | +5.68% | |
| 17 | AVDE | Avantis International Equity | ETF-Other | 0.88% | -0.04% | -0.88% | |
| 18 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.76% | -0.01% | -3.10% | |
| 19 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 0.74% | -0.04% | — | |
| 20 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.74% | — | +0.22% | |
| 21 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.74% | — | — | |
| 22 | IBMR | Ishares Ibonds Dec 2029 M Bd | ETF-Other | 0.74% | +0.62% | NEW | |
| 23 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.69% | +0.02% | -12.40% | |
| 24 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.69% | +0.01% | — | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.60% | +0.04% | — | |
| 26 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-Emerging Markets | 0.54% | -0.04% | +0.05% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.53% | — | — | |
| 28 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.53% | +0.10% | -13.60% | |
| 29 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.52% | +0.04% | +0.00% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.49% | +0.04% | — | |
| 31 | BND | Vanguard Total Bond Market | ETF-Other | 0.42% | -0.91% | +4.89% | |
| 32 | DFAI | Dimensional International Co | ETF-Other | 0.41% | -0.01% | -4.30% | |
| 33 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.40% | -0.02% | -0.24% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.40% | +0.94% | — | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.37% | +0.16% | +1.91% | |
| 36 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.35% | — | — | |
| 37 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.35% | — | +4.50% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.34% | — | — | |
| 39 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.33% | +0.01% | -7.35% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.33% | -0.22% | +32.07% | |
| 41 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.28% | +0.03% | +0.08% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.25% | +0.05% | — | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.23% | +0.02% | +0.50% | |
| 44 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.21% | — | +133.33% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | +0.04% | +4.86% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.19% | — | — | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.19% | +0.01% | — | |
| 48 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.18% | — | — | |
| 49 | BLND | Blend Labs Inc-a | Stock-Other | 0.18% | — | -2.72% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | +0.01% | +55.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +8% | +0.32% | Add |
| 2 | DCOR | Dimensional US Core Eq 1 ETF | +2.3% | +217.68% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +0.8% | +64.93% | Add |
| 4 | VB | Vanguard Small-cap ETF | +0.5% | NEW | New buy |
| 5 | META | Meta Platforms Inc-class A | +0.3% | +43.56% | Add |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | NEW | New buy |
| 7 | RKLB | Rocket Lab CORP | +0.1% | NEW | New buy |
| 8 | T | At&t Inc | +0.1% | NEW | New buy |
| 9 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +133.33% | Add |
| 10 | MRK | Merck & Co. Inc. | +0.1% | NEW | New buy |
| 11 | DASH | Doordash Inc - A | +0.1% | NEW | New buy |
| 12 | AFRM | Affirm Holdings Inc | +0.1% | NEW | New buy |
| 13 | CGNG | Cap Group New Geography Eq | +0.1% | NEW | New buy |
| 14 | PFE | Pfizer Inc | +0.1% | NEW | New buy |
| 15 | BAC | Bank Of America CORP | +0.1% | NEW | New buy |
| 16 | HOOD | Robinhood Markets Inc - A | +0.1% | NEW | New buy |
| 17 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | New buy |
| 19 | VEU | Vanguard Ftse All-world Ex-u | 0% | +32.07% | Add |
| 20 | IVV | Ishares Core S&p 500 ETF | 0% | +55.33% | Add |
| 21 | MSFT | Microsoft CORP | 0% | +4.86% | Add |
| 22 | NFLX | Netflix Inc | 0% | +2.93% | Add |
| 23 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 24 | DFAX | Dimensional World Ex US Core | 0% | +4.50% | Add |
| 25 | RUM | Rum Group Inc | 0% | EXIT | Sold out |
| 26 | DFAE | Dimensional Emerging Core Eq | 0% | +0.08% | Add |
| 27 | EEMS | Ishares Msci Emerging Mkt Sm | -0.1% | +0.05% | Add |
| 28 | AVIV | Avantis Int Lrg Cap Val ETF | -0.1% | -0.24% | Trim |
| 29 | DFSV | Dimensional US Small Cap Val | -0.1% | -32.21% | Trim |
| 30 | VNQI | Vanguard Glbl Ex-us Real Est | -0.1% | — | Unchanged |
| 31 | VXUS | Vanguard Total Intl Stock | -0.1% | — | Unchanged |
| 32 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +12.80% | Add |
| 33 | AAPL | Apple Inc | -0.1% | +1.91% | Add |
| 34 | SCHB | Schwab US Broad Market ETF | -0.2% | +0.42% | Add |
| 35 | AVDE | Avantis International Equity | -0.2% | -0.88% | Trim |
| 36 | AVUS | Avantis U.s. Equity ETF | -0.2% | +4.83% | Add |
| 37 | DFAT | Dimensional US Target Value | -0.2% | -49.10% | Trim |
| 38 | AVEM | Avantis Emerging Markets Eq | -0.2% | +0.21% | Add |
| 39 | AVDV | Avantis Intl S/c Value ETF | -0.2% | -4.02% | Trim |
| 40 | AVSC | Avantis US Small Cap Equity | -0.2% | -13.60% | Trim |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | -0.2% | — | Unchanged |
| 42 | SCHH | Schwab US Reit ETF | -0.2% | +5.68% | Add |
| 43 | MMIT | Nyli Mackay Muni Intrm ETF | -0.3% | -3.10% | Trim |
| 44 | AVUV | Avantis US Small Cap Value | -0.3% | -12.40% | Trim |
| 45 | DFIC | Dimensional International Co | -0.3% | +6.34% | Add |
| 46 | DFUS | Dimensional US Eq Mkt ETF | -0.6% | -2.38% | Trim |
| 47 | DFAU | Dimensional US Core Equity M | -0.7% | -24.22% | Trim |
| 48 | XOM | Exxon Mobil CORP | -0.8% | -16.34% | Trim |
| 49 | DFAC | Dimensional US Core Equity 2 | -2.6% | -4.15% | Trim |
| 50 | AVLC | Avantis US Lg Cap Eq ETF | -2.9% | -18.94% | Trim |
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 79 disclosed positions in Q2 2025.
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 54.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
VB
市值: $2.0M
Top Position Liquidated / Trimmed
RUM
前期市值: $128.8K
During Q2 2025, Cypress Point Wealth Management, LLC's top holdings by market value included PLTR (40.9%)、DFAC (10.3%)、AVLC (6.4%). The largest single position, PLTR, represented 40.9% of total portfolio value.
In Q2 2025, Cypress Point Wealth Management, LLC made 46 total portfolio adjustments, initiating 13 new buys, adding to 19 positions, trimming 13 holdings, and fully liquidating 1 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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