Filed: 1/21/2025ACC: 0001667731-25-000075
📋 What this filing means
CYPRESS POINT WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 69 equity positions with a total reported market value of $321.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
69
Positions
$321.12M
Total AUM (reported)
6.15M
Total Shares
Allocation by class
CL A$117.27M36.5%
US CORE EQUITY 2$38.82M12.1%
AVANTIS US LARG$22.03M6.9%
COM$17.03M5.3%
INTL CORE EQUITY$10.56M3.3%
TOTAL STK MKT$9.93M3.1%
S&P 500 ETF SHS$8.84M2.8%
Portfolio Concentration
Top 3$174.56M54.4%
4–10$55.64M17.3%
11–25$51.79M16.1%
Rest$39.13M12.2%
Top 3 weight
54.4%
Top 10 weight
71.7%
Voting Authority Distribution
Total shares with voting rights: 6.15M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.15M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole69
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings69
Rows:
PALANTIR TECHNOLOGIES INC
SOLEShares1.50M
TypeSH
Market value$113.71M
35.41%
Sole
0.00
Shared
0.00
None
1.50M
DIMENSIONAL ETF TRUST
SOLEShares1.12M
TypeSH
Market value$38.82M
12.09%
Sole
0.00
Shared
0.00
None
1.12M
AMERICAN CENTY ETF TR
SOLEShares326.18K
TypeSH
Market value$22.03M
6.86%
Sole
0.00
Shared
0.00
None
326.18K
DIMENSIONAL ETF TRUST
SOLEShares408.72K
TypeSH
Market value$10.56M
3.29%
Sole
0.00
Shared
0.00
None
408.72K
VANGUARD INDEX FDS
SOLEShares34.26K
TypeSH
Market value$9.93M
3.09%
Sole
0.00
Shared
0.00
None
34.26K
VANGUARD INDEX FDS
SOLEShares16.41K
TypeSH
Market value$8.84M
2.75%
Sole
0.00
Shared
0.00
None
16.41K
DIMENSIONAL ETF TRUST
SOLEShares117.63K
TypeSH
Market value$7.50M
2.34%
Sole
0.00
Shared
0.00
None
117.63K
DIMENSIONAL ETF TRUST
SOLEShares168.81K
TypeSH
Market value$6.84M
2.13%
Sole
0.00
Shared
0.00
None
168.81K
TESLA INC
SOLEShares15.35K
TypeSH
Market value$6.20M
1.93%
Sole
0.00
Shared
0.00
None
15.35K
EXXON MOBIL CORP
SOLEShares53.64K
TypeSH
Market value$5.77M
1.80%
Sole
0.00
Shared
0.00
None
53.64K
AMERICAN CENTY ETF TR
SOLEShares90.97K
TypeSH
Market value$5.35M
1.67%
Sole
0.00
Shared
0.00
None
90.97K
AMERICAN CENTY ETF TR
SOLEShares49.84K
TypeSH
Market value$4.83M
1.50%
Sole
0.00
Shared
0.00
None
49.84K
DIMENSIONAL ETF TRUST
SOLEShares65.22K
TypeSH
Market value$4.18M
1.30%
Sole
0.00
Shared
0.00
None
65.22K
SCHWAB STRATEGIC TR
SOLEShares172.41K
TypeSH
Market value$3.91M
1.22%
Sole
0.00
Shared
0.00
None
172.41K
AMERICAN CENTY ETF TR
SOLEShares39.75K
TypeSH
Market value$3.84M
1.19%
Sole
0.00
Shared
0.00
None
39.75K
AMERICAN CENTY ETF TR
SOLEShares56.94K
TypeSH
Market value$3.71M
1.15%
Sole
0.00
Shared
0.00
None
56.94K
SCHWAB STRATEGIC TR
SOLEShares157.28K
TypeSH
Market value$3.31M
1.03%
Sole
0.00
Shared
0.00
None
157.28K
NEW YORK LIFE INVTS ACTIVE E
SOLEShares132.46K
TypeSH
Market value$3.18M
0.99%
Sole
0.00
Shared
0.00
None
132.46K
ISHARES TR
SOLEShares119.54K
TypeSH
Market value$3.01M
0.94%
Sole
0.00
Shared
0.00
None
119.54K
ISHARES TR
SOLEShares113K
TypeSH
Market value$3.01M
0.94%
Sole
0.00
Shared
0.00
None
113K
ISHARES TR
SOLEShares119.72K
TypeSH
Market value$2.99M
0.93%
Sole
0.00
Shared
0.00
None
119.72K
AMERICAN CENTY ETF TR
SOLEShares48.67K
TypeSH
Market value$2.99M
0.93%
Sole
0.00
Shared
0.00
None
48.67K
VANGUARD INTL EQUITY INDEX F
SOLEShares64.20K
TypeSH
Market value$2.54M
0.79%
Sole
0.00
Shared
0.00
None
64.20K
AMERICAN CENTY ETF TR
SOLEShares45.86K
TypeSH
Market value$2.49M
0.78%
Sole
0.00
Shared
0.00
None
45.86K
META PLATFORMS INC
SOLEShares4.19K
TypeSH
Market value$2.45M
0.76%
Sole
0.00
Shared
0.00
None
4.19K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCSOLE | CL A | 1.50M | SH | $113.71M 35.41% | 0.00 | 0.00 | 1.50M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.12M | SH | $38.82M 12.09% | 0.00 | 0.00 | 1.12M |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 326.18K | SH | $22.03M 6.86% | 0.00 | 0.00 | 326.18K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 408.72K | SH | $10.56M 3.29% | 0.00 | 0.00 | 408.72K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 34.26K | SH | $9.93M 3.09% | 0.00 | 0.00 | 34.26K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 16.41K | SH | $8.84M 2.75% | 0.00 | 0.00 | 16.41K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 117.63K | SH | $7.50M 2.34% | 0.00 | 0.00 | 117.63K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 168.81K | SH | $6.84M 2.13% | 0.00 | 0.00 | 168.81K |
TESLA INCSOLE | COM | 15.35K | SH | $6.20M 1.93% | 0.00 | 0.00 | 15.35K |
EXXON MOBIL CORPSOLE | COM | 53.64K | SH | $5.77M 1.80% | 0.00 | 0.00 | 53.64K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 90.97K | SH | $5.35M 1.67% | 0.00 | 0.00 | 90.97K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 49.84K | SH | $4.83M 1.50% | 0.00 | 0.00 | 49.84K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 65.22K | SH | $4.18M 1.30% | 0.00 | 0.00 | 65.22K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 172.41K | SH | $3.91M 1.22% | 0.00 | 0.00 | 172.41K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 39.75K | SH | $3.84M 1.19% | 0.00 | 0.00 | 39.75K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 56.94K | SH | $3.71M 1.15% | 0.00 | 0.00 | 56.94K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 157.28K | SH | $3.31M 1.03% | 0.00 | 0.00 | 157.28K |
NEW YORK LIFE INVTS ACTIVE ESOLE | NYLI MACKAY MUN | 132.46K | SH | $3.18M 0.99% | 0.00 | 0.00 | 132.46K |
ISHARES TRSOLE | IBONDS DEC 28 | 119.54K | SH | $3.01M 0.94% | 0.00 | 0.00 | 119.54K |
ISHARES TRSOLE | IBONDS DEC 25 | 113K | SH | $3.01M 0.94% | 0.00 | 0.00 | 113K |
ISHARES TRSOLE | IBONDS DEC 2029 | 119.72K | SH | $2.99M 0.93% | 0.00 | 0.00 | 119.72K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 48.67K | SH | $2.99M 0.93% | 0.00 | 0.00 | 48.67K |
VANGUARD INTL EQUITY INDEX FSOLE | GLB EX US ETF | 64.20K | SH | $2.54M 0.79% | 0.00 | 0.00 | 64.20K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US SMALL | 45.86K | SH | $2.49M 0.78% | 0.00 | 0.00 | 45.86K |
META PLATFORMS INCSOLE | CL A | 4.19K | SH | $2.45M 0.76% | 0.00 | 0.00 | 4.19K |
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