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CIK: 0001825611
Total reported value
$491.6M
$491.6M
90 檔
58.4%
During the Q4 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 90 reported positions.
In Q4 2025, Cypress Point Wealth Management, LLC displayed an active expansion posture, initiating 12 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 35.92% | -7.25% | -23.88% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 11.29% | +1.31% | +3.45% | |
| 3 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 7.86% | +0.53% | +9.33% | |
| 4 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 3.80% | +0.23% | +3.40% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 3.77% | +0.08% | +2.43% | |
| 6 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.56% | +0.68% | +14.62% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.61% | -0.11% | -6.71% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.52% | -0.01% | -13.05% | |
| 9 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.74% | +0.01% | +36.75% | |
| 10 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.61% | +0.16% | +4.73% | |
| 11 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.25% | +0.09% | -0.25% | |
| 12 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.22% | +0.08% | -6.97% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 1.16% | -0.91% | +85.20% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.10% | -1.12% | EXIT | |
| 15 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.03% | -0.04% | +0.09% | |
| 16 | SCHH | Schwab US Reit ETF | ETF-Other | 0.97% | +0.09% | +8.40% | |
| 17 | AVDE | Avantis International Equity | ETF-Other | 0.89% | -0.04% | +1.19% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.79% | -0.01% | -8.60% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.73% | +0.04% | +1.04% | |
| 20 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 0.67% | -0.04% | — | |
| 21 | IBMR | Ishares Ibonds Dec 2029 M Bd | ETF-Other | 0.66% | +0.62% | NEW | |
| 22 | IBMS | Isharesibonddec2030munibdetf | ETF-Other | 0.65% | -0.03% | — | |
| 23 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.65% | +0.10% | +6.21% | |
| 24 | COP | Conocophillips | Stock-Energy | 0.60% | +0.20% | NEW | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.06% | +9.01% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.57% | -0.22% | +0.74% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.57% | +0.94% | -1.66% | |
| 28 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.51% | +0.04% | +0.01% | |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.49% | — | — | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.48% | +0.04% | — | |
| 31 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-Emerging Markets | 0.48% | -0.04% | -5.54% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.46% | +0.05% | -2.38% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.44% | +0.16% | +37.33% | |
| 34 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.42% | +0.02% | -9.84% | |
| 35 | DFAI | Dimensional International Co | ETF-Other | 0.42% | -0.01% | +4.69% | |
| 36 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.41% | -0.02% | -0.61% | |
| 37 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.35% | — | +0.03% | |
| 38 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.33% | -0.01% | -51.90% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.33% | — | — | |
| 40 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.31% | — | — | |
| 41 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.31% | +0.01% | -2.56% | |
| 42 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.26% | +0.03% | +0.07% | |
| 43 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.26% | — | -38.54% | |
| 44 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.22% | — | — | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.21% | -0.10% | +0.48% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.21% | +0.02% | +0.70% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.20% | -0.02% | +173.43% | |
| 48 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.20% | +0.09% | +33.52% | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | +0.04% | +12.36% | |
| 50 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.19% | — | — |
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 90 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including PLTR, DFAC, AVLC) accounted for 58.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
IBMS
市值: $3.0M
Top Position Liquidated / Trimmed
TLT
前期市值: $3.0M
During Q4 2025, Cypress Point Wealth Management, LLC's top holdings by market value included PLTR (35.9%)、DFAC (11.3%)、AVLC (7.9%). The largest single position, PLTR, represented 35.9% of total portfolio value.
In Q4 2025, Cypress Point Wealth Management, LLC made 49 total portfolio adjustments, initiating 12 new buys, adding to 21 positions, trimming 11 holdings, and fully liquidating 5 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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