Filed: 4/16/2025ACC: 0001667731-25-000439
📋 What this filing means
CYPRESS POINT WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $315.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$315.27M
Total AUM (reported)
6.12M
Total Shares
Allocation by class
CL A$109.28M34.7%
US CORE EQUITY 2$40.48M12.8%
AVANTIS US LARG$29.41M9.3%
INTL CORE EQUITY$12.02M3.8%
COM$10.38M3.3%
US EQUITY MARKET$10.19M3.2%
TOTAL STK MKT$9.34M3.0%
Portfolio Concentration
Top 3$173.63M55.1%
4–10$55.85M17.7%
11–25$49.10M15.6%
Rest$36.68M11.6%
Top 3 weight
55.1%
Top 10 weight
72.8%
Voting Authority Distribution
Total shares with voting rights: 6.12M
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
6.12M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole68
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings68
Rows:
PALANTIR TECHNOLOGIES INC
SOLEShares1.23M
TypeSH
Market value$103.74M
32.91%
Sole
0.00
Shared
0.00
None
1.23M
DIMENSIONAL ETF TRUST
SOLEShares1.23M
TypeSH
Market value$40.48M
12.84%
Sole
0.00
Shared
0.00
None
1.23M
AMERICAN CENTY ETF TR
SOLEShares458.06K
TypeSH
Market value$29.41M
9.33%
Sole
0.00
Shared
0.00
None
458.06K
DIMENSIONAL ETF TRUST
SOLEShares432.98K
TypeSH
Market value$12.02M
3.81%
Sole
0.00
Shared
0.00
None
432.98K
DIMENSIONAL ETF TRUST
SOLEShares168.51K
TypeSH
Market value$10.19M
3.23%
Sole
0.00
Shared
0.00
None
168.51K
VANGUARD INDEX FDS
SOLEShares33.99K
TypeSH
Market value$9.34M
2.96%
Sole
0.00
Shared
0.00
None
33.99K
VANGUARD INDEX FDS
SOLEShares12.87K
TypeSH
Market value$6.61M
2.10%
Sole
0.00
Shared
0.00
None
12.87K
DIMENSIONAL ETF TRUST
SOLEShares165.11K
TypeSH
Market value$6.35M
2.01%
Sole
0.00
Shared
0.00
None
165.11K
EXXON MOBIL CORP
SOLEShares49.85K
TypeSH
Market value$5.93M
1.88%
Sole
0.00
Shared
0.00
None
49.85K
AMERICAN CENTY ETF TR
SOLEShares89.85K
TypeSH
Market value$5.41M
1.71%
Sole
0.00
Shared
0.00
None
89.85K
AMERICAN CENTY ETF TR
SOLEShares51.41K
TypeSH
Market value$4.75M
1.51%
Sole
0.00
Shared
0.00
None
51.41K
DIMENSIONAL ETF TRUST
SOLEShares71.55K
TypeSH
Market value$4.39M
1.39%
Sole
0.00
Shared
0.00
None
71.55K
AMERICAN CENTY ETF TR
SOLEShares57.27K
TypeSH
Market value$3.99M
1.27%
Sole
0.00
Shared
0.00
None
57.27K
SCHWAB STRATEGIC TR
SOLEShares166.73K
TypeSH
Market value$3.59M
1.14%
Sole
0.00
Shared
0.00
None
166.73K
SCHWAB STRATEGIC TR
SOLEShares162.46K
TypeSH
Market value$3.50M
1.11%
Sole
0.00
Shared
0.00
None
162.46K
AMERICAN CENTY ETF TR
SOLEShares49.32K
TypeSH
Market value$3.27M
1.04%
Sole
0.00
Shared
0.00
None
49.32K
NEW YORK LIFE INVTS ACTIVE E
SOLEShares135.15K
TypeSH
Market value$3.24M
1.03%
Sole
0.00
Shared
0.00
None
135.15K
AMERICAN CENTY ETF TR
SOLEShares35.70K
TypeSH
Market value$3.11M
0.99%
Sole
0.00
Shared
0.00
None
35.70K
ISHARES TR
SOLEShares119.54K
TypeSH
Market value$3.02M
0.96%
Sole
0.00
Shared
0.00
None
119.54K
ISHARES TR
SOLEShares113K
TypeSH
Market value$3.02M
0.96%
Sole
0.00
Shared
0.00
None
113K
ISHARES TR
SOLEShares119.72K
TypeSH
Market value$3.00M
0.95%
Sole
0.00
Shared
0.00
None
119.72K
DIMENSIONAL ETF TRUST
SOLEShares112.59K
TypeSH
Market value$2.96M
0.94%
Sole
0.00
Shared
0.00
None
112.59K
VANGUARD INTL EQUITY INDEX F
SOLEShares61.56K
TypeSH
Market value$2.49M
0.79%
Sole
0.00
Shared
0.00
None
61.56K
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.00
TypeSH
Market value$2.40M
0.76%
Sole
0.00
Shared
0.00
None
3.00
META PLATFORMS INC
SOLEShares4.13K
TypeSH
Market value$2.38M
0.76%
Sole
0.00
Shared
0.00
None
4.13K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCSOLE | CL A | 1.23M | SH | $103.74M 32.91% | 0.00 | 0.00 | 1.23M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.23M | SH | $40.48M 12.84% | 0.00 | 0.00 | 1.23M |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 458.06K | SH | $29.41M 9.33% | 0.00 | 0.00 | 458.06K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 432.98K | SH | $12.02M 3.81% | 0.00 | 0.00 | 432.98K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 168.51K | SH | $10.19M 3.23% | 0.00 | 0.00 | 168.51K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 33.99K | SH | $9.34M 2.96% | 0.00 | 0.00 | 33.99K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 12.87K | SH | $6.61M 2.10% | 0.00 | 0.00 | 12.87K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 165.11K | SH | $6.35M 2.01% | 0.00 | 0.00 | 165.11K |
EXXON MOBIL CORPSOLE | COM | 49.85K | SH | $5.93M 1.88% | 0.00 | 0.00 | 49.85K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 89.85K | SH | $5.41M 1.71% | 0.00 | 0.00 | 89.85K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 51.41K | SH | $4.75M 1.51% | 0.00 | 0.00 | 51.41K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 71.55K | SH | $4.39M 1.39% | 0.00 | 0.00 | 71.55K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 57.27K | SH | $3.99M 1.27% | 0.00 | 0.00 | 57.27K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 166.73K | SH | $3.59M 1.14% | 0.00 | 0.00 | 166.73K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 162.46K | SH | $3.50M 1.11% | 0.00 | 0.00 | 162.46K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 49.32K | SH | $3.27M 1.04% | 0.00 | 0.00 | 49.32K |
NEW YORK LIFE INVTS ACTIVE ESOLE | NYLI MACKAY MUN | 135.15K | SH | $3.24M 1.03% | 0.00 | 0.00 | 135.15K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 35.70K | SH | $3.11M 0.99% | 0.00 | 0.00 | 35.70K |
ISHARES TRSOLE | IBONDS DEC 28 | 119.54K | SH | $3.02M 0.96% | 0.00 | 0.00 | 119.54K |
ISHARES TRSOLE | IBONDS DEC 25 | 113K | SH | $3.02M 0.96% | 0.00 | 0.00 | 113K |
ISHARES TRSOLE | IBONDS DEC 2029 | 119.72K | SH | $3.00M 0.95% | 0.00 | 0.00 | 119.72K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 112.59K | SH | $2.96M 0.94% | 0.00 | 0.00 | 112.59K |
VANGUARD INTL EQUITY INDEX FSOLE | GLB EX US ETF | 61.56K | SH | $2.49M 0.79% | 0.00 | 0.00 | 61.56K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 3.00 | SH | $2.40M 0.76% | 0.00 | 0.00 | 3.00 |
META PLATFORMS INCSOLE | CL A | 4.13K | SH | $2.38M 0.76% | 0.00 | 0.00 | 4.13K |
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