Cypress Point Wealth Management, LLC
CIK:0001825611
Investment Adviser
$1B AUM
82 holdings
Dallas, TX, USA
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.
Top Buys
P
PLTRPALANTIR TECHNOLOGIES INC+$53.8M
D
DFACDIMENSIONAL ETF TRUST+$6.6M
A
AVLCAMERICAN CENTY ETF TR+$5.7M
V
VNQIVANGUARD INTL EQUITY INDEX F+$3.2M
D
DFUSDIMENSIONAL ETF TRUST+$2.9M
Top Sells
M
METAMETA PLATFORMS INC-$1.6M
D
DFGRDIMENSIONAL ETF TRUST-$1.0M
A
AVUVAMERICAN CENTY ETF TR-$762.3K
V
VOVANGUARD INDEX FDS-$475.8K
R
RKLBROCKET LAB CORP-$447.7K
Top Holdings
P
PLTRPALANTIR TECHNOLOGIES INC+44.9%$221.9M
D
DFACDIMENSIONAL ETF TRUST+9.9%$48.7M
A
AVLCAMERICAN CENTY ETF TR+6.5%$32.0M
D
DCORDIMENSIONAL ETF TRUST+3.3%$16.4M
D
DFICDIMENSIONAL ETF TRUST+3.3%$16.1M
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
SERVICES-PREPACKAGED SOFTWARE
+45.2%
PETROLEUM REFINING
+1.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.8%
FIRE, MARINE & CASUALTY INSURANCE
+0.5%
ELECTRONIC COMPUTERS
+0.3%