Cypress Point Wealth Management, LLC Top Holdings and 13F Report (2025) About Cypress Point Wealth Management, LLCInvestment ActivityCypress Point Wealth Management, LLC has $494.19 million in total holdings as of September 30, 2025.Cypress Point Wealth Management, LLC owns shares of 82 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 4.45% of the portfolio was purchased this quarter.About 2.31% of the portfolio was sold this quarter.This quarter, Cypress Point Wealth Management, LLC has purchased 79 new stocks and bought additional shares in 26 stocks.Cypress Point Wealth Management, LLC sold shares of 28 stocks and completely divested from 5 stocks this quarter.Largest Holdings PALANTIR TECHNOLOGIES INC $221,887,844Dimensional U.S. Core Equity 2 ETF $48,725,671AMERICAN CENTY ETF TR $32,036,094DIMENSIONAL ETF TRUST $16,430,352Dimensional International Core Equity 2 ETF $16,065,813 Largest New Holdings this Quarter 00326A104 - abrdn Physical Gold Shares ETF $379,806 Holding922042858 - Vanguard FTSE Emerging Markets ETF $356,718 Holding46435U556 - iShares Robotics and Artificial Intelligence Multisector ETF $353,503 Holding46434G764 - iShares MSCI Emerging Markets ex China ETF $295,592 Holding92203J407 - Vanguard Total International Bond ETF $226,926 Holding Largest Purchases this Quarter AMERICAN CENTY ETF TR 47,427 shares (about $3.63M)Dimensional U.S. Core Equity 2 ETF 87,220 shares (about $3.36M)Vanguard Global ex-U.S. Real Estate ETF 65,258 shares (about $3.12M)Dimensional U.S. Equity ETF 27,307 shares (about $1.98M)Vanguard Total Bond Market ETF 15,243 shares (about $1.13M) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 16,775 shares (about $3.06M)Meta Platforms 2,155 shares (about $1.58M)Dimensional Global Real Estate ETF 40,146 shares (about $1.10M)Avantis U.S. Small Cap Value ETF 10,308 shares (about $1.03M)Apple 2,075 shares (about $528.36K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCypress Point Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPALANTIR TECHNOLOGIES INC$221,887,844$3,060,096 ▼-1.4%1,216,35744.9%CL ADFACDimensional U.S. Core Equity 2 ETF$48,725,671$3,364,075 ▲7.4%1,263,3059.9%ETFAMERICAN CENTY ETF TR$32,036,094$3,628,637 ▲12.8%418,7186.5%AVANTIS US LARGDIMENSIONAL ETF TRUST$16,430,352$77,839 ▲0.5%228,3903.3%US CORE EQUITY 1DFICDimensional International Core Equity 2 ETF$16,065,813$968,813 ▲6.4%489,9613.3%ETFDFUSDimensional U.S. Equity ETF$13,894,490$1,978,118 ▲16.6%191,8072.8%ETFVOOVanguard S&P 500 ETF$12,946,605$53,278 ▼-0.4%21,1412.6%ETFVTIVanguard Total Stock Market ETF$12,548,455$32,489 ▼-0.3%38,2382.5%ETFAVEMAvantis Emerging Markets Equity ETF$6,880,463$117,547 ▲1.7%91,6051.4%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$6,054,080$3,115,406 ▲106.0%126,8141.2%ETFAVUSAvantis U.S. Equity ETF$5,845,209$12,283 ▼-0.2%53,7741.2%ETFDFAUDimensional US Core Equity Market ETF$5,618,064$107,674 ▼-1.9%122,7721.1%ETFXOMExxon Mobil$4,702,5770.0%41,7081.0%EnergyAVDVAvantis International Small Cap Value ETF$4,460,476$433,575 ▼-8.9%50,1010.9%ETFSCHHSchwab U.S. REIT ETF$4,213,931$413,087 ▲10.9%195,3610.9%ETFSCHBSchwab US Broad Market ETF$3,869,973$324,666 ▼-7.7%150,5240.8%ETFAVDEAvantis International Equity ETF$3,857,0100.0%48,8850.8%ETFVXUSVanguard Total International Stock ETF$3,220,807$584,232 ▲22.2%43,8440.7%ETFMMITNYLI MacKay Shields Municipal Intermediate ETF$3,172,243$10,206 ▼-0.3%130,5450.6%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$3,064,8980.0%119,5360.6%ETFIBMRiShares iBonds Dec 2029 Term Muni Bond ETF$3,056,4050.0%119,7180.6%ETFIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$3,027,2700.0%113,0000.6%ETFBNDVanguard Total Bond Market ETF$2,891,466$1,133,636 ▲64.5%38,8790.6%ETFMETAMeta Platforms$2,771,551$1,582,589 ▼-36.3%3,7740.6%Computer and TechnologyAVSCAvantis U.S. Small Cap Equity ETF$2,749,012$330,731 ▲13.7%48,0180.6%ETFVTVVanguard Value ETF$2,570,969$842,195 ▲48.7%13,7860.5%ETFVEUVanguard FTSE All-World ex-US ETF$2,509,944$1,086,895 ▲76.4%35,1680.5%ETFEEMSiShares MSCI Emerging Markets Small-Cap ETF$2,334,010$7,470 ▼-0.3%34,3690.5%ETFBRK.ABerkshire Hathaway$2,262,6000.0%30.5%FinanceAVLVAvantis U.S. Large Cap Value ETF$2,225,125$49,788 ▼-2.2%30,7930.5%ETFVBVanguard Small-Cap ETF$2,161,3800.0%8,5000.4%ETFVUGVanguard Growth ETF$2,111,639$992,753 ▲88.7%4,4030.4%ETFAVUVAvantis U.S. Small Cap Value ETF$2,087,235$1,025,951 ▼-33.0%20,9710.4%ETFDFGRDimensional Global Real Estate ETF$1,985,170$1,096,391 ▼-35.6%72,6900.4%ETFAVIVAvantis International Large Cap Value ETF$1,788,180$6,070 ▼-0.3%26,5150.4%ETFDFAIDimensional International Core Equity Market ETF$1,749,647$145 ▲0.0%48,1330.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,524,383$408 ▲0.0%48,5780.3%ETFVYMVanguard High Dividend Yield ETF$1,466,8670.0%10,4070.3%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$1,433,7000.0%59,0000.3%ETFAVESAvantis Emerging Markets Value ETF$1,424,872$45,895 ▼-3.1%24,8370.3%ETFAAPLApple$1,364,054$528,358 ▼-27.9%5,3570.3%Computer and TechnologyDFAEDimensional Emerging Core Equity Market ETF$1,158,986$84,217 ▼-6.8%36,7580.2%ETFVBRVanguard Small-Cap Value ETF$964,512$482,778 ▲100.2%4,6210.2%ETFKOCocaCola$904,938$4,443 ▲0.5%13,6450.2%Consumer StaplesIBDSiShares iBonds Dec 2027 Term Corporate ETF$851,9000.0%35,0000.2%ETFMSFTMicrosoft$838,0520.0%1,6180.2%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$814,7400.0%16,2720.2%ETFBLNDBlend Labs$798,354$5,683 ▼-0.7%218,7270.2%Computer and TechnologyIBDQiShares iBonds Dec 2025 Term Corporate ETF$755,7000.0%30,0000.2%ETFIVViShares Core S&P 500 ETF$678,001$43,505 ▼-6.0%1,0130.1%ETFCAPITAL GROUP NEW GEOGRAPHY$651,311$294,416 ▲82.5%21,0780.1%SHSWCLDWisdomTree Cloud Computing Fund$620,128$275,652 ▲80.0%17,6330.1%ManufacturingAMERICAN CENTY ETF TR$584,359$33,216 ▲6.0%9,1130.1%AVANTIS EMERGINGGOOGLAlphabet$542,302$2,674 ▼-0.5%2,2310.1%Computer and TechnologyDFATDimensional U.S. Targeted Value ETF$484,099$106,704 ▼-18.1%8,3160.1%ETFNFLXNetflix$462,7840.0%3860.1%Consumer DiscretionaryDFSVDimensional US Small Cap Value ETF$450,6390.0%14,1530.1%ETFIEFAiShares Core MSCI EAFE ETF$442,138$101,367 ▼-18.7%5,0640.1%ETFVUSBVanguard Ultra-Short Bond ETF$439,846$153,731 ▼-25.9%8,7980.1%ETFTAT&T$391,868$141 ▲0.0%13,8760.1%Computer and TechnologyDIMENSIONAL ETF TRUST$384,013$54,438 ▼-12.4%7,5620.1%ULTRASHORT FIXEDSGOLabrdn Physical Gold Shares ETF$379,806$379,806 ▲New Holding10,3180.1%ETFCRMSalesforce$365,6910.0%1,5430.1%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$356,718$356,718 ▲New Holding6,5840.1%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$353,503$353,503 ▲New Holding7,7220.1%ManufacturingHOODRobinhood Markets$337,762$37,227 ▼-9.9%2,3590.1%FinanceSPYSPDR S&P 500 ETF Trust$328,140$666 ▲0.2%4930.1%FinanceTSLATesla$324,646$1,779 ▲0.6%7300.1%Auto/Tires/TrucksKKRKKR & Co. Inc.$302,1340.0%2,3250.1%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$301,984$3,028 ▲1.0%3,2910.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$295,592$295,592 ▲New Holding4,3780.1%ManufacturingVOVanguard Mid-Cap ETF$293,740$514,045 ▼-63.6%1,0000.1%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$284,6820.0%4,4600.1%ETFAMZNAmazon.com$279,952$14,711 ▼-5.0%1,2750.1%Retail/WholesaleBACBank of America$271,084$103 ▲0.0%5,2550.1%FinanceAVREAvantis Real Estate ETF$233,071$94,652 ▼-28.9%5,2400.0%ETFBNDXVanguard Total International Bond ETF$226,926$226,926 ▲New Holding4,5880.0%ETFBXBlackstone$220,397$220,397 ▲New Holding1,2900.0%FinanceREETiShares Global REIT ETF$215,5740.0%8,4340.0%ETFEMLDFTAC Emerald Acquisition$210,386$210,386 ▲New Holding54,5040.0%CRWDCrowdStrike$201,0560.0%4100.0%Computer and TechnologySYYSysco$200,169$200,169 ▲New Holding2,4310.0%Consumer StaplesROCKET LAB CORP$0$447,734 ▼-100.0%00.0%COMMRKMerck & Co., Inc.$0$375,061 ▼-100.0%00.0%MedicalDOORDASH INC$0$369,765 ▼-100.0%00.0%CL AAFRMAffirm$0$363,193 ▼-100.0%00.0%Computer and TechnologyPFEPfizer$0$283,948 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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