Filed: 7/10/2025ACC: 0001667731-25-000764
📋 What this filing means
CYPRESS POINT WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 79 equity positions with a total reported market value of $410.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
79
Positions
$410.78M
Total AUM (reported)
6.11M
Total Shares
Allocation by class
CL A$175.97M42.8%
US CORE EQUITY 2$42.15M10.3%
AVANTIS US LARG$26.38M6.4%
US CORE EQUITY 1$15.20M3.7%
INTL CORE EQUITY$14.31M3.5%
S&P 500 ETF SHS$12.06M2.9%
TOTAL STK MKT$11.65M2.8%
Portfolio Concentration
Top 3$236.63M57.6%
4–10$75.85M18.5%
11–25$53.17M12.9%
Rest$45.14M11.0%
Top 3 weight
57.6%
Top 10 weight
76.1%
Voting Authority Distribution
Total shares with voting rights: 6.11M
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
6.11M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole79
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings79
Rows:
PALANTIR TECHNOLOGIES INC
SOLEShares1.23M
TypeSH
Market value$168.10M
40.92%
Sole
0.00
Shared
0.00
None
1.23M
DIMENSIONAL ETF TRUST
SOLEShares1.18M
TypeSH
Market value$42.15M
10.26%
Sole
0.00
Shared
0.00
None
1.18M
AMERICAN CENTY ETF TR
SOLEShares371.29K
TypeSH
Market value$26.38M
6.42%
Sole
0.00
Shared
0.00
None
371.29K
DIMENSIONAL ETF TRUST
SOLEShares227.31K
TypeSH
Market value$15.20M
3.70%
Sole
0.00
Shared
0.00
None
227.31K
DIMENSIONAL ETF TRUST
SOLEShares460.42K
TypeSH
Market value$14.31M
3.48%
Sole
0.00
Shared
0.00
None
460.42K
VANGUARD INDEX FDS
SOLEShares21.23K
TypeSH
Market value$12.06M
2.94%
Sole
0.00
Shared
0.00
None
21.23K
VANGUARD INDEX FDS
SOLEShares38.34K
TypeSH
Market value$11.65M
2.84%
Sole
0.00
Shared
0.00
None
38.34K
DIMENSIONAL ETF TRUST
SOLEShares164.50K
TypeSH
Market value$11.02M
2.68%
Sole
0.00
Shared
0.00
None
164.50K
AMERICAN CENTY ETF TR
SOLEShares90.04K
TypeSH
Market value$6.17M
1.50%
Sole
0.00
Shared
0.00
None
90.04K
AMERICAN CENTY ETF TR
SOLEShares53.89K
TypeSH
Market value$5.43M
1.32%
Sole
0.00
Shared
0.00
None
53.89K
DIMENSIONAL ETF TRUST
SOLEShares125.13K
TypeSH
Market value$5.30M
1.29%
Sole
0.00
Shared
0.00
None
125.13K
EXXON MOBIL CORP
SOLEShares41.71K
TypeSH
Market value$4.50M
1.09%
Sole
0.00
Shared
0.00
None
41.71K
META PLATFORMS INC
SOLEShares5.93K
TypeSH
Market value$4.38M
1.07%
Sole
0.00
Shared
0.00
None
5.93K
AMERICAN CENTY ETF TR
SOLEShares54.97K
TypeSH
Market value$4.36M
1.06%
Sole
0.00
Shared
0.00
None
54.97K
SCHWAB STRATEGIC TR
SOLEShares163.15K
TypeSH
Market value$3.89M
0.95%
Sole
0.00
Shared
0.00
None
163.15K
SCHWAB STRATEGIC TR
SOLEShares176.21K
TypeSH
Market value$3.73M
0.91%
Sole
0.00
Shared
0.00
None
176.21K
AMERICAN CENTY ETF TR
SOLEShares48.88K
TypeSH
Market value$3.62M
0.88%
Sole
0.00
Shared
0.00
None
48.88K
NEW YORK LIFE INVTS ACTIVE E
SOLEShares130.97K
TypeSH
Market value$3.12M
0.76%
Sole
0.00
Shared
0.00
None
130.97K
ISHARES TR
SOLEShares119.54K
TypeSH
Market value$3.04M
0.74%
Sole
0.00
Shared
0.00
None
119.54K
DIMENSIONAL ETF TRUST
SOLEShares112.84K
TypeSH
Market value$3.03M
0.74%
Sole
0.00
Shared
0.00
None
112.84K
ISHARES TR
SOLEShares113K
TypeSH
Market value$3.02M
0.74%
Sole
0.00
Shared
0.00
None
113K
ISHARES TR
SOLEShares119.72K
TypeSH
Market value$3.02M
0.74%
Sole
0.00
Shared
0.00
None
119.72K
AMERICAN CENTY ETF TR
SOLEShares31.28K
TypeSH
Market value$2.85M
0.69%
Sole
0.00
Shared
0.00
None
31.28K
VANGUARD INTL EQUITY INDEX F
SOLEShares61.56K
TypeSH
Market value$2.84M
0.69%
Sole
0.00
Shared
0.00
None
61.56K
VANGUARD STAR FDS
SOLEShares35.89K
TypeSH
Market value$2.48M
0.60%
Sole
0.00
Shared
0.00
None
35.89K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCSOLE | CL A | 1.23M | SH | $168.10M 40.92% | 0.00 | 0.00 | 1.23M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.18M | SH | $42.15M 10.26% | 0.00 | 0.00 | 1.18M |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 371.29K | SH | $26.38M 6.42% | 0.00 | 0.00 | 371.29K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 227.31K | SH | $15.20M 3.70% | 0.00 | 0.00 | 227.31K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 460.42K | SH | $14.31M 3.48% | 0.00 | 0.00 | 460.42K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 21.23K | SH | $12.06M 2.94% | 0.00 | 0.00 | 21.23K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 38.34K | SH | $11.65M 2.84% | 0.00 | 0.00 | 38.34K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 164.50K | SH | $11.02M 2.68% | 0.00 | 0.00 | 164.50K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 90.04K | SH | $6.17M 1.50% | 0.00 | 0.00 | 90.04K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 53.89K | SH | $5.43M 1.32% | 0.00 | 0.00 | 53.89K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 125.13K | SH | $5.30M 1.29% | 0.00 | 0.00 | 125.13K |
EXXON MOBIL CORPSOLE | COM | 41.71K | SH | $4.50M 1.09% | 0.00 | 0.00 | 41.71K |
META PLATFORMS INCSOLE | CL A | 5.93K | SH | $4.38M 1.07% | 0.00 | 0.00 | 5.93K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 54.97K | SH | $4.36M 1.06% | 0.00 | 0.00 | 54.97K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 163.15K | SH | $3.89M 0.95% | 0.00 | 0.00 | 163.15K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 176.21K | SH | $3.73M 0.91% | 0.00 | 0.00 | 176.21K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 48.88K | SH | $3.62M 0.88% | 0.00 | 0.00 | 48.88K |
NEW YORK LIFE INVTS ACTIVE ESOLE | NYLI MACKAY MUN | 130.97K | SH | $3.12M 0.76% | 0.00 | 0.00 | 130.97K |
ISHARES TRSOLE | IBONDS DEC 28 | 119.54K | SH | $3.04M 0.74% | 0.00 | 0.00 | 119.54K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 112.84K | SH | $3.03M 0.74% | 0.00 | 0.00 | 112.84K |
ISHARES TRSOLE | IBONDS DEC 25 | 113K | SH | $3.02M 0.74% | 0.00 | 0.00 | 113K |
ISHARES TRSOLE | IBONDS DEC 2029 | 119.72K | SH | $3.02M 0.74% | 0.00 | 0.00 | 119.72K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 31.28K | SH | $2.85M 0.69% | 0.00 | 0.00 | 31.28K |
VANGUARD INTL EQUITY INDEX FSOLE | GLB EX US ETF | 61.56K | SH | $2.84M 0.69% | 0.00 | 0.00 | 61.56K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 35.89K | SH | $2.48M 0.60% | 0.00 | 0.00 | 35.89K |
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