13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001825611
Total reported value
$491.6M
$491.6M
82 檔
68.2%
The Q3 2025 SEC filing reveals that Cypress Point Wealth Management, LLC held a total portfolio value of $491.6M, covering 82 public equity positions.
In Q3 2025, Cypress Point Wealth Management, LLC displayed an active expansion posture, initiating 12 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 44.90% | -7.25% | -1.36% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 9.86% | +1.31% | +7.42% | |
| 3 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 6.48% | +0.53% | +12.77% | |
| 4 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 3.32% | +0.23% | +0.48% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 3.25% | +0.08% | +6.42% | |
| 6 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.81% | +0.68% | +16.60% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.62% | -0.01% | -0.41% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.54% | -0.11% | -0.26% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.39% | +0.16% | +1.74% | |
| 10 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.23% | +0.01% | +106.01% | |
| 11 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.18% | +0.08% | -0.21% | |
| 12 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.14% | +0.09% | -1.88% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 0.95% | -1.12% | EXIT | |
| 14 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.90% | -0.04% | -8.86% | |
| 15 | SCHH | Schwab US Reit ETF | ETF-Other | 0.85% | +0.09% | +10.87% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.78% | -0.01% | -7.74% | |
| 17 | AVDE | Avantis International Equity | ETF-Other | 0.78% | -0.04% | — | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.65% | +0.04% | +22.16% | |
| 19 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.64% | -0.01% | -0.32% | |
| 20 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 0.62% | -0.04% | — | |
| 21 | IBMR | Ishares Ibonds Dec 2029 M Bd | ETF-Other | 0.62% | +0.62% | NEW | |
| 22 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.61% | — | — | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 0.59% | -0.91% | +64.49% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.06% | -36.35% | |
| 25 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.56% | +0.10% | +13.68% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | +0.94% | +48.72% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.51% | -0.22% | +76.38% | |
| 28 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-Emerging Markets | 0.47% | -0.04% | -0.32% | |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.46% | — | — | |
| 30 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.45% | +0.04% | -2.19% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.44% | +0.04% | — | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.43% | +0.05% | +88.73% | |
| 33 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.42% | +0.02% | -32.95% | |
| 34 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.40% | — | -35.58% | |
| 35 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.36% | -0.02% | -0.34% | |
| 36 | DFAI | Dimensional International Co | ETF-Other | 0.35% | -0.01% | +0.01% | |
| 37 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.31% | — | +0.03% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.30% | — | — | |
| 39 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.29% | — | — | |
| 40 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.29% | +0.01% | -3.12% | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.28% | +0.16% | -27.92% | |
| 42 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.23% | +0.03% | -6.77% | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.20% | -0.10% | +100.22% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.18% | +0.02% | +0.49% | |
| 45 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.17% | — | — | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | +0.04% | — | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.16% | — | — | |
| 48 | BLND | Blend Labs Inc-a | Stock-Other | 0.16% | — | -0.71% | |
| 49 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.15% | — | — | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | +0.01% | -6.03% |
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 82 disclosed positions in Q3 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 68.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
VB
市值: $2.2M
Top Position Liquidated / Trimmed
PLTR
前期市值: $103.7M
During Q3 2025, Cypress Point Wealth Management, LLC's top holdings by market value included PLTR (44.9%)、DFAC (9.9%)、AVLC (6.5%). The largest single position, PLTR, represented 44.9% of total portfolio value.
In Q3 2025, Cypress Point Wealth Management, LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 22 positions, trimming 16 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.