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Cypress Point Wealth Management, LLC

CIK:0001825611
Investment Adviser
$1B AUM
82 holdings
Dallas, TX, USA
Founded:2007
22 employees
Latest filing:Sep 30, 2025

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 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)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
PALANTIR TECHNOLOGIES INC44.90%$221.9M1,216,357$22.12$182.42+$53.8M
DIMENSIONAL ETF TRUST9.86%$48.7M1,263,305$29.54$38.57+$6.6M
AMERICAN CENTY ETF TR6.48%$32.0M418,718$65.32$76.51+$5.7M
DIMENSIONAL ETF TRUST3.32%$16.4M228,390$64.85$71.94+$1.2M
DIMENSIONAL ETF TRUST3.25%$16.1M489,961$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%