13F HOLDINGS REPORT
Cypress Point Wealth Management, LLC
Quarter ended Q1 2025 · Filed April 16, 2025 · Accession 0001667731-25-000439
Total Value
$315.3M
Positions
68
Other Managers
0
Confidential Omitted
No
Holdings (68)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 1,229,192 | $103.7M | 32.91% |
| 2 | DIMENSIONAL ETF TRUST | 25434V708 | 1,227,069 | $40.5M | 12.84% |
| 3 | AMERICAN CENTY ETF TR | 025072158 | 458,063 | $29.4M | 9.33% |
| 4 | DIMENSIONAL ETF TRUST | 25434V799 | 432,978 | $12.0M | 3.81% |
| 5 | DIMENSIONAL ETF TRUST | 25434V401 | 168,511 | $10.2M | 3.23% |
| 6 | VANGUARD INDEX FDS | 922908769 | 33,986 | $9.3M | 2.96% |
| 7 | VANGUARD INDEX FDS | 922908363 | 12,871 | $6.6M | 2.10% |
| 8 | DIMENSIONAL ETF TRUST | 25434V104 | 165,109 | $6.3M | 2.01% |
| 9 | EXXON MOBIL CORP | XOM | 49,852 | $5.9M | 1.88% |
| 10 | AMERICAN CENTY ETF TR | 025072604 | 89,848 | $5.4M | 1.71% |
| 11 | AMERICAN CENTY ETF TR | 025072885 | 51,405 | $4.7M | 1.51% |
| 12 | DIMENSIONAL ETF TRUST | 25434V625 | 71,553 | $4.4M | 1.39% |
| 13 | AMERICAN CENTY ETF TR | 025072802 | 57,275 | $4.0M | 1.27% |
| 14 | SCHWAB STRATEGIC TR | 808524847 | 166,734 | $3.6M | 1.14% |
| 15 | SCHWAB STRATEGIC TR | 808524102 | 162,462 | $3.5M | 1.11% |
| 16 | AMERICAN CENTY ETF TR | 025072703 | 49,317 | $3.3M | 1.04% |
| 17 | NEW YORK LIFE INVTS ACTIVE E | 45409F827 | 135,154 | $3.2M | 1.03% |
| 18 | AMERICAN CENTY ETF TR | 025072877 | 35,705 | $3.1M | 0.99% |
| 19 | ISHARES TR | 46435U325 | 119,536 | $3.0M | 0.96% |
| 20 | ISHARES TR | 46435U432 | 113,000 | $3.0M | 0.96% |
| 21 | ISHARES TR | 46436E163 | 119,718 | $3.0M | 0.95% |
| 22 | DIMENSIONAL ETF TRUST | 25434V658 | 112,586 | $3.0M | 0.94% |
| 23 | VANGUARD INTL EQUITY INDEX F | 922042676 | 61,556 | $2.5M | 0.79% |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3 | $2.4M | 0.76% |
| 25 | META PLATFORMS INC | META | 4,130 | $2.4M | 0.76% |
| 26 | AMERICAN CENTY ETF TR | 025072323 | 48,891 | $2.4M | 0.75% |
| 27 | VANGUARD STAR FDS | 921909768 | 35,891 | $2.2M | 0.71% |
| 28 | AMERICAN CENTY ETF TR | 025072349 | 31,481 | $2.1M | 0.65% |
| 29 | ISHARES INC | 464286475 | 34,463 | $1.9M | 0.61% |
| 30 | VANGUARD BD INDEX FDS | 921937835 | 22,535 | $1.7M | 0.53% |
| 31 | APPLE INC | AAPL | 7,293 | $1.6M | 0.51% |
| 32 | VANGUARD INDEX FDS | 922908744 | 9,270 | $1.6M | 0.51% |
| 33 | DIMENSIONAL ETF TRUST | 25434V203 | 50,291 | $1.6M | 0.50% |
| 34 | AMERICAN CENTY ETF TR | 025072364 | 26,668 | $1.5M | 0.48% |
| 35 | ISHARES TR | 46435GAA0 | 59,000 | $1.4M | 0.45% |
| 36 | VANGUARD WHITEHALL FDS | 921946406 | 10,407 | $1.3M | 0.43% |
| 37 | AMERICAN CENTY ETF TR | 025072372 | 27,670 | $1.3M | 0.41% |
| 38 | DIMENSIONAL ETF TRUST | 25434V880 | 46,472 | $1.2M | 0.39% |
| 39 | DIMENSIONAL ETF TRUST | 25434V609 | 19,941 | $1.0M | 0.33% |
| 40 | DIMENSIONAL ETF TRUST | 25434V302 | 39,398 | $1.0M | 0.32% |
| 41 | COCA COLA CO | KO | 13,511 | $967,675 | 0.31% |
| 42 | VANGUARD INTL EQUITY INDEX F | 922042775 | 15,097 | $915,771 | 0.29% |
| 43 | VANGUARD INDEX FDS | 922908736 | 2,333 | $865,124 | 0.27% |
| 44 | BLEND LABS INC | BLND | 226,447 | $758,598 | 0.24% |
| 45 | ISHARES TR | 46434VBD1 | 30,000 | $754,500 | 0.24% |
| 46 | VANGUARD INDEX FDS | 922908629 | 2,750 | $711,205 | 0.23% |
| 47 | ISHARES TR | 46432F842 | 7,914 | $598,695 | 0.19% |
| 48 | DIMENSIONAL ETF TRUST | 25434V815 | 20,878 | $587,723 | 0.19% |
| 49 | MICROSOFT CORP | MSFT | 1,543 | $579,232 | 0.18% |
| 50 | VANGUARD BD INDEX FDS | 92203C303 | 10,514 | $524,170 | 0.17% |
| 51 | AMERICAN CENTY ETF TR | 025072141 | 9,726 | $510,810 | 0.16% |
| 52 | DIMENSIONAL ETF TRUST | 25434V591 | 8,579 | $435,213 | 0.14% |
| 53 | VANGUARD INDEX FDS | 922908611 | 2,308 | $429,893 | 0.14% |
| 54 | SALESFORCE INC | CRM | 1,543 | $414,080 | 0.13% |
| 55 | ISHARES TR | 464287200 | 694 | $389,959 | 0.12% |
| 56 | ISHARES TR | 46435UAA9 | 15,000 | $362,700 | 0.12% |
| 57 | NETFLIX INC | NFLX | 375 | $349,699 | 0.11% |
| 58 | ALPHABET INC | GOOG | 2,080 | $321,728 | 0.10% |
| 59 | WISDOMTREE TR | WT | 9,795 | $317,848 | 0.10% |
| 60 | AMERICAN CENTY ETF TR | 025072356 | 7,284 | $313,279 | 0.10% |
| 61 | SPDR SER TR | 78468R663 | 3,224 | $295,733 | 0.09% |
| 62 | SPDR S&P 500 ETF TR | SPY | 487 | $272,423 | 0.09% |
| 63 | KKR & CO INC | KKRT | 2,325 | $268,794 | 0.09% |
| 64 | ISHARES INC | 464286533 | 4,460 | $260,197 | 0.08% |
| 65 | AMAZON COM INC | AMZN | 1,299 | $247,148 | 0.08% |
| 66 | ISHARES TR | 46434V647 | 9,240 | $224,163 | 0.07% |
| 67 | RUMBLE INC | RUMBW | 18,221 | $128,823 | 0.04% |
| 68 | ERNEXA THERAPEUTICS INC | 114082209 | 94,375 | $16,799 | 0.01% |