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Cypress Point Wealth Management, LLC
Cypress Point Wealth Management, LLC is an investment advisory firm providing wealth management services.
Investment Strategy
Primarily focused on equity investments with a mix of ETFs and stocks, including holdings in Palantir Technologies, Dimensional ETFs, and Vanguard ETFs.
Latest 13F Filing Activity
Cypress Point Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 80 equity positions with a total 13F market value of $494M. The fund increased holdings in Palantir Technologies Inc., Dimensional Etf Trust, American Centy Etf TR among other positions. Cypress Point Wealth Management, LLC reduced exposure to Meta Platforms Inc., Dimensional Etf Trust, American Centy Etf TR among others.
Top Holdings
Equity Positions (80)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PLTR | PALANTIR TECHNOLOGIES INC | 44.90% | $221.9M | 1,216,357 | $22.12 | $182.42 | +$53.8M |
D DFAC | DIMENSIONAL ETF TRUST | 9.86% | $48.7M | 1,263,305 | $29.54 | $38.57 | +$6.6M |
A AVLC | AMERICAN CENTY ETF TR | 6.48% | $32.0M | 418,718 | $65.32 | $76.51 | +$5.7M |
D DCOR | DIMENSIONAL ETF TRUST | 3.32% | $16.4M | 228,390 | $64.85 | $71.94 | +$1.2M |
D DFIC | DIMENSIONAL ETF TRUST | 3.25% | $16.1M | 489,961 | $26.33 | $32.79 | +$1.8M |
Industry Allocation
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