13F HOLDINGS REPORT
Cypress Point Wealth Management, LLC
Quarter ended Q2 2025 · Filed July 10, 2025 · Accession 0001667731-25-000764
Total Value
$410.8M
Positions
79
Other Managers
0
Confidential Omitted
No
Holdings (79)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 1,233,132 | $168.1M | 40.92% |
| 2 | DIMENSIONAL ETF TRUST | 25434V708 | 1,176,085 | $42.2M | 10.26% |
| 3 | AMERICAN CENTY ETF TR | 025072158 | 371,291 | $26.4M | 6.42% |
| 4 | DIMENSIONAL ETF TRUST | 25434V625 | 227,308 | $15.2M | 3.70% |
| 5 | DIMENSIONAL ETF TRUST | 25434V799 | 460,415 | $14.3M | 3.48% |
| 6 | VANGUARD INDEX FDS | 922908363 | 21,228 | $12.1M | 2.94% |
| 7 | VANGUARD INDEX FDS | 922908769 | 38,337 | $11.7M | 2.84% |
| 8 | DIMENSIONAL ETF TRUST | 25434V401 | 164,500 | $11.0M | 2.68% |
| 9 | AMERICAN CENTY ETF TR | 025072604 | 90,040 | $6.2M | 1.50% |
| 10 | AMERICAN CENTY ETF TR | 025072885 | 53,887 | $5.4M | 1.32% |
| 11 | DIMENSIONAL ETF TRUST | 25434V104 | 125,125 | $5.3M | 1.29% |
| 12 | EXXON MOBIL CORP | XOM | 41,708 | $4.5M | 1.09% |
| 13 | META PLATFORMS INC | META | 5,929 | $4.4M | 1.07% |
| 14 | AMERICAN CENTY ETF TR | 025072802 | 54,971 | $4.4M | 1.06% |
| 15 | SCHWAB STRATEGIC TR | 808524102 | 163,152 | $3.9M | 0.95% |
| 16 | SCHWAB STRATEGIC TR | 808524847 | 176,210 | $3.7M | 0.91% |
| 17 | AMERICAN CENTY ETF TR | 025072703 | 48,885 | $3.6M | 0.88% |
| 18 | NEW YORK LIFE INVTS ACTIVE E | 45409F827 | 130,965 | $3.1M | 0.76% |
| 19 | ISHARES TR | 46435U325 | 119,536 | $3.0M | 0.74% |
| 20 | DIMENSIONAL ETF TRUST | 25434V658 | 112,836 | $3.0M | 0.74% |
| 21 | ISHARES TR | 46435U432 | 113,000 | $3.0M | 0.74% |
| 22 | ISHARES TR | 46436E163 | 119,718 | $3.0M | 0.74% |
| 23 | AMERICAN CENTY ETF TR | 025072877 | 31,279 | $2.8M | 0.69% |
| 24 | VANGUARD INTL EQUITY INDEX F | 922042676 | 61,556 | $2.8M | 0.69% |
| 25 | VANGUARD STAR FDS | 921909768 | 35,891 | $2.5M | 0.60% |
| 26 | ISHARES INC | 464286475 | 34,479 | $2.2M | 0.54% |
| 27 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3 | $2.2M | 0.53% |
| 28 | AMERICAN CENTY ETF TR | 025072323 | 42,241 | $2.2M | 0.53% |
| 29 | AMERICAN CENTY ETF TR | 025072349 | 31,482 | $2.1M | 0.52% |
| 30 | VANGUARD INDEX FDS | 922908751 | 8,500 | $2.0M | 0.49% |
| 31 | VANGUARD BD INDEX FDS | 921937835 | 23,636 | $1.7M | 0.42% |
| 32 | DIMENSIONAL ETF TRUST | 25434V203 | 48,129 | $1.7M | 0.41% |
| 33 | AMERICAN CENTY ETF TR | 025072364 | 26,605 | $1.7M | 0.40% |
| 34 | VANGUARD INDEX FDS | 922908744 | 9,270 | $1.6M | 0.40% |
| 35 | APPLE INC | AAPL | 7,432 | $1.5M | 0.37% |
| 36 | ISHARES TR | 46435GAA0 | 59,000 | $1.4M | 0.35% |
| 37 | DIMENSIONAL ETF TRUST | 25434V880 | 48,565 | $1.4M | 0.35% |
| 38 | VANGUARD WHITEHALL FDS | 921946406 | 10,407 | $1.4M | 0.34% |
| 39 | AMERICAN CENTY ETF TR | 025072372 | 25,637 | $1.4M | 0.33% |
| 40 | VANGUARD INTL EQUITY INDEX F | 922042775 | 19,939 | $1.3M | 0.33% |
| 41 | DIMENSIONAL ETF TRUST | 25434V302 | 39,429 | $1.1M | 0.28% |
| 42 | VANGUARD INDEX FDS | 922908736 | 2,333 | $1.0M | 0.25% |
| 43 | COCA COLA CO | KO | 13,578 | $960,652 | 0.23% |
| 44 | ISHARES TR | 46435UAA9 | 35,000 | $849,450 | 0.21% |
| 45 | MICROSOFT CORP | MSFT | 1,618 | $804,817 | 0.20% |
| 46 | VANGUARD MUN BD FDS | 922907746 | 16,272 | $797,817 | 0.19% |
| 47 | VANGUARD INDEX FDS | 922908629 | 2,750 | $769,533 | 0.19% |
| 48 | ISHARES TR | 46434VBD1 | 30,000 | $755,400 | 0.18% |
| 49 | BLEND LABS INC | BLND | 220,284 | $726,938 | 0.18% |
| 50 | ISHARES TR | 464287200 | 1,078 | $669,331 | 0.16% |
| 51 | VANGUARD BD INDEX FDS | 92203C303 | 11,873 | $592,033 | 0.14% |
| 52 | DIMENSIONAL ETF TRUST | 25434V609 | 10,149 | $547,653 | 0.13% |
| 53 | ISHARES TR | 46432F842 | 6,225 | $519,663 | 0.13% |
| 54 | AMERICAN CENTY ETF TR | 025072141 | 8,595 | $517,837 | 0.13% |
| 55 | NETFLIX INC | NFLX | 386 | $516,905 | 0.13% |
| 56 | VANGUARD INDEX FDS | 922908611 | 2,308 | $450,015 | 0.11% |
| 57 | ROCKET LAB CORP | RKLB | 12,517 | $447,734 | 0.11% |
| 58 | DIMENSIONAL ETF TRUST | 25434V591 | 8,634 | $438,162 | 0.11% |
| 59 | SALESFORCE INC | CRM | 1,543 | $420,761 | 0.10% |
| 60 | DIMENSIONAL ETF TRUST | 25434V815 | 14,153 | $416,530 | 0.10% |
| 61 | AT&T INC | T-PC | 13,871 | $401,422 | 0.10% |
| 62 | ALPHABET INC | GOOG | 2,242 | $395,048 | 0.10% |
| 63 | MERCK & CO INC | MRK | 4,738 | $375,061 | 0.09% |
| 64 | DOORDASH INC | DASH | 1,500 | $369,765 | 0.09% |
| 65 | AFFIRM HLDGS INC | AFRM | 5,253 | $363,193 | 0.09% |
| 66 | WISDOMTREE TR | WT | 9,795 | $353,992 | 0.09% |
| 67 | CAPITAL GROUP NEW GEOGRAPHY | 14021N105 | 11,550 | $332,756 | 0.08% |
| 68 | AMERICAN CENTY ETF TR | 025072356 | 7,368 | $325,363 | 0.08% |
| 69 | KKR & CO INC | KKRT | 2,325 | $309,295 | 0.08% |
| 70 | SPDR S&P 500 ETF TR | SPY | 492 | $303,893 | 0.07% |
| 71 | SPDR SERIES TRUST | 78468R663 | 3,258 | $298,813 | 0.07% |
| 72 | AMAZON COM INC | AMZN | 1,342 | $294,422 | 0.07% |
| 73 | PFIZER INC | PFE | 11,714 | $283,948 | 0.07% |
| 74 | ISHARES INC | 464286533 | 4,460 | $280,088 | 0.07% |
| 75 | BANK AMERICA CORP | 060505104 | 5,253 | $248,582 | 0.06% |
| 76 | ROBINHOOD MKTS INC | 770700102 | 2,619 | $245,217 | 0.06% |
| 77 | TESLA INC | TSLA | 726 | $230,622 | 0.06% |
| 78 | CROWDSTRIKE HLDGS INC | CRWD | 410 | $208,818 | 0.05% |
| 79 | ISHARES TR | 46434V647 | 8,434 | $208,320 | 0.05% |