Filed: 10/8/2025ACC: 0002085853-25-000023
📋 What this filing means
CYPRESS POINT WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 82 equity positions with a total reported market value of $494.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
82
Positions
$494.19M
Total AUM (reported)
6.40M
Total Shares
Allocation by class
CL A$227.92M46.1%
US CORE EQUITY 2$48.73M9.9%
AVANTIS US LARG$32.04M6.5%
US CORE EQUITY 1$16.43M3.3%
INTL CORE EQUITY$16.07M3.3%
US EQUITY MARKET$13.89M2.8%
S&P 500 ETF SHS$12.95M2.6%
Portfolio Concentration
Top 3$302.65M61.2%
4–10$84.82M17.2%
11–25$56.52M11.4%
Rest$50.20M10.2%
Top 3 weight
61.2%
Top 10 weight
78.4%
Voting Authority Distribution
Total shares with voting rights: 6.40M
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
6.40M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole82
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings82
Rows:
PALANTIR TECHNOLOGIES INC
SOLEShares1.22M
TypeSH
Market value$221.89M
44.90%
Sole
0.00
Shared
0.00
None
1.22M
DIMENSIONAL ETF TRUST
SOLEShares1.26M
TypeSH
Market value$48.73M
9.86%
Sole
0.00
Shared
0.00
None
1.26M
AMERICAN CENTY ETF TR
SOLEShares418.72K
TypeSH
Market value$32.04M
6.48%
Sole
0.00
Shared
0.00
None
418.72K
DIMENSIONAL ETF TRUST
SOLEShares228.39K
TypeSH
Market value$16.43M
3.32%
Sole
0.00
Shared
0.00
None
228.39K
DIMENSIONAL ETF TRUST
SOLEShares489.96K
TypeSH
Market value$16.07M
3.25%
Sole
0.00
Shared
0.00
None
489.96K
DIMENSIONAL ETF TRUST
SOLEShares191.81K
TypeSH
Market value$13.89M
2.81%
Sole
0.00
Shared
0.00
None
191.81K
VANGUARD INDEX FDS
SOLEShares21.14K
TypeSH
Market value$12.95M
2.62%
Sole
0.00
Shared
0.00
None
21.14K
VANGUARD INDEX FDS
SOLEShares38.24K
TypeSH
Market value$12.55M
2.54%
Sole
0.00
Shared
0.00
None
38.24K
AMERICAN CENTY ETF TR
SOLEShares91.61K
TypeSH
Market value$6.88M
1.39%
Sole
0.00
Shared
0.00
None
91.61K
VANGUARD INTL EQUITY INDEX F
SOLEShares126.81K
TypeSH
Market value$6.05M
1.23%
Sole
0.00
Shared
0.00
None
126.81K
AMERICAN CENTY ETF TR
SOLEShares53.77K
TypeSH
Market value$5.85M
1.18%
Sole
0.00
Shared
0.00
None
53.77K
DIMENSIONAL ETF TRUST
SOLEShares122.77K
TypeSH
Market value$5.62M
1.14%
Sole
0.00
Shared
0.00
None
122.77K
EXXON MOBIL CORP
SOLEShares41.71K
TypeSH
Market value$4.70M
0.95%
Sole
0.00
Shared
0.00
None
41.71K
AMERICAN CENTY ETF TR
SOLEShares50.10K
TypeSH
Market value$4.46M
0.90%
Sole
0.00
Shared
0.00
None
50.10K
SCHWAB STRATEGIC TR
SOLEShares195.36K
TypeSH
Market value$4.21M
0.85%
Sole
0.00
Shared
0.00
None
195.36K
SCHWAB STRATEGIC TR
SOLEShares150.52K
TypeSH
Market value$3.87M
0.78%
Sole
0.00
Shared
0.00
None
150.52K
AMERICAN CENTY ETF TR
SOLEShares48.88K
TypeSH
Market value$3.86M
0.78%
Sole
0.00
Shared
0.00
None
48.88K
VANGUARD STAR FDS
SOLEShares43.84K
TypeSH
Market value$3.22M
0.65%
Sole
0.00
Shared
0.00
None
43.84K
NEW YORK LIFE INVTS ACTIVE E
SOLEShares130.54K
TypeSH
Market value$3.17M
0.64%
Sole
0.00
Shared
0.00
None
130.54K
ISHARES TR
SOLEShares119.54K
TypeSH
Market value$3.06M
0.62%
Sole
0.00
Shared
0.00
None
119.54K
ISHARES TR
SOLEShares119.72K
TypeSH
Market value$3.06M
0.62%
Sole
0.00
Shared
0.00
None
119.72K
ISHARES TR
SOLEShares113K
TypeSH
Market value$3.03M
0.61%
Sole
0.00
Shared
0.00
None
113K
VANGUARD BD INDEX FDS
SOLEShares38.88K
TypeSH
Market value$2.89M
0.59%
Sole
0.00
Shared
0.00
None
38.88K
META PLATFORMS INC
SOLEShares3.77K
TypeSH
Market value$2.77M
0.56%
Sole
0.00
Shared
0.00
None
3.77K
AMERICAN CENTY ETF TR
SOLEShares48.02K
TypeSH
Market value$2.75M
0.56%
Sole
0.00
Shared
0.00
None
48.02K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCSOLE | CL A | 1.22M | SH | $221.89M 44.90% | 0.00 | 0.00 | 1.22M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.26M | SH | $48.73M 9.86% | 0.00 | 0.00 | 1.26M |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 418.72K | SH | $32.04M 6.48% | 0.00 | 0.00 | 418.72K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 228.39K | SH | $16.43M 3.32% | 0.00 | 0.00 | 228.39K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 489.96K | SH | $16.07M 3.25% | 0.00 | 0.00 | 489.96K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 191.81K | SH | $13.89M 2.81% | 0.00 | 0.00 | 191.81K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 21.14K | SH | $12.95M 2.62% | 0.00 | 0.00 | 21.14K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 38.24K | SH | $12.55M 2.54% | 0.00 | 0.00 | 38.24K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 91.61K | SH | $6.88M 1.39% | 0.00 | 0.00 | 91.61K |
VANGUARD INTL EQUITY INDEX FSOLE | GLB EX US ETF | 126.81K | SH | $6.05M 1.23% | 0.00 | 0.00 | 126.81K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 53.77K | SH | $5.85M 1.18% | 0.00 | 0.00 | 53.77K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 122.77K | SH | $5.62M 1.14% | 0.00 | 0.00 | 122.77K |
EXXON MOBIL CORPSOLE | COM | 41.71K | SH | $4.70M 0.95% | 0.00 | 0.00 | 41.71K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 50.10K | SH | $4.46M 0.90% | 0.00 | 0.00 | 50.10K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 195.36K | SH | $4.21M 0.85% | 0.00 | 0.00 | 195.36K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 150.52K | SH | $3.87M 0.78% | 0.00 | 0.00 | 150.52K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 48.88K | SH | $3.86M 0.78% | 0.00 | 0.00 | 48.88K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 43.84K | SH | $3.22M 0.65% | 0.00 | 0.00 | 43.84K |
NEW YORK LIFE INVTS ACTIVE ESOLE | NYLI MACKAY MUN | 130.54K | SH | $3.17M 0.64% | 0.00 | 0.00 | 130.54K |
ISHARES TRSOLE | IBONDS DEC 28 | 119.54K | SH | $3.06M 0.62% | 0.00 | 0.00 | 119.54K |
ISHARES TRSOLE | IBONDS DEC 2029 | 119.72K | SH | $3.06M 0.62% | 0.00 | 0.00 | 119.72K |
ISHARES TRSOLE | IBONDS DEC 25 | 113K | SH | $3.03M 0.61% | 0.00 | 0.00 | 113K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 38.88K | SH | $2.89M 0.59% | 0.00 | 0.00 | 38.88K |
META PLATFORMS INCSOLE | CL A | 3.77K | SH | $2.77M 0.56% | 0.00 | 0.00 | 3.77K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US SMALL | 48.02K | SH | $2.75M 0.56% | 0.00 | 0.00 | 48.02K |
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