13F HOLDINGS REPORT
Cypress Point Wealth Management, LLC
Quarter ended Q3 2025 · Filed October 8, 2025 · Accession 0002085853-25-000023
Total Value
$494.2M
Positions
82
Other Managers
0
Confidential Omitted
No
Holdings (82)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 1,216,357 | $221.9M | 44.90% |
| 2 | DIMENSIONAL ETF TRUST | 25434V708 | 1,263,305 | $48.7M | 9.86% |
| 3 | AMERICAN CENTY ETF TR | 025072158 | 418,718 | $32.0M | 6.48% |
| 4 | DIMENSIONAL ETF TRUST | 25434V625 | 228,390 | $16.4M | 3.32% |
| 5 | DIMENSIONAL ETF TRUST | 25434V799 | 489,961 | $16.1M | 3.25% |
| 6 | DIMENSIONAL ETF TRUST | 25434V401 | 191,807 | $13.9M | 2.81% |
| 7 | VANGUARD INDEX FDS | 922908363 | 21,141 | $12.9M | 2.62% |
| 8 | VANGUARD INDEX FDS | 922908769 | 38,238 | $12.5M | 2.54% |
| 9 | AMERICAN CENTY ETF TR | 025072604 | 91,605 | $6.9M | 1.39% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042676 | 126,814 | $6.1M | 1.23% |
| 11 | AMERICAN CENTY ETF TR | 025072885 | 53,774 | $5.8M | 1.18% |
| 12 | DIMENSIONAL ETF TRUST | 25434V104 | 122,772 | $5.6M | 1.14% |
| 13 | EXXON MOBIL CORP | XOM | 41,708 | $4.7M | 0.95% |
| 14 | AMERICAN CENTY ETF TR | 025072802 | 50,101 | $4.5M | 0.90% |
| 15 | SCHWAB STRATEGIC TR | 808524847 | 195,361 | $4.2M | 0.85% |
| 16 | SCHWAB STRATEGIC TR | 808524102 | 150,524 | $3.9M | 0.78% |
| 17 | AMERICAN CENTY ETF TR | 025072703 | 48,885 | $3.9M | 0.78% |
| 18 | VANGUARD STAR FDS | 921909768 | 43,844 | $3.2M | 0.65% |
| 19 | NEW YORK LIFE INVTS ACTIVE E | 45409F827 | 130,545 | $3.2M | 0.64% |
| 20 | ISHARES TR | 46435U325 | 119,536 | $3.1M | 0.62% |
| 21 | ISHARES TR | 46436E163 | 119,718 | $3.1M | 0.62% |
| 22 | ISHARES TR | 46435U432 | 113,000 | $3.0M | 0.61% |
| 23 | VANGUARD BD INDEX FDS | 921937835 | 38,879 | $2.9M | 0.59% |
| 24 | META PLATFORMS INC | META | 3,774 | $2.8M | 0.56% |
| 25 | AMERICAN CENTY ETF TR | 025072323 | 48,018 | $2.7M | 0.56% |
| 26 | VANGUARD INDEX FDS | 922908744 | 13,786 | $2.6M | 0.52% |
| 27 | VANGUARD INTL EQUITY INDEX F | 922042775 | 35,168 | $2.5M | 0.51% |
| 28 | ISHARES INC | 464286475 | 34,369 | $2.3M | 0.47% |
| 29 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3 | $2.3M | 0.46% |
| 30 | AMERICAN CENTY ETF TR | 025072349 | 30,793 | $2.2M | 0.45% |
| 31 | VANGUARD INDEX FDS | 922908751 | 8,500 | $2.2M | 0.44% |
| 32 | VANGUARD INDEX FDS | 922908736 | 4,403 | $2.1M | 0.43% |
| 33 | AMERICAN CENTY ETF TR | 025072877 | 20,971 | $2.1M | 0.42% |
| 34 | DIMENSIONAL ETF TRUST | 25434V658 | 72,690 | $2.0M | 0.40% |
| 35 | AMERICAN CENTY ETF TR | 025072364 | 26,515 | $1.8M | 0.36% |
| 36 | DIMENSIONAL ETF TRUST | 25434V203 | 48,133 | $1.7M | 0.35% |
| 37 | DIMENSIONAL ETF TRUST | 25434V880 | 48,578 | $1.5M | 0.31% |
| 38 | VANGUARD WHITEHALL FDS | 921946406 | 10,407 | $1.5M | 0.30% |
| 39 | ISHARES TR | 46435GAA0 | 59,000 | $1.4M | 0.29% |
| 40 | AMERICAN CENTY ETF TR | 025072372 | 24,837 | $1.4M | 0.29% |
| 41 | APPLE INC | AAPL | 5,357 | $1.4M | 0.28% |
| 42 | DIMENSIONAL ETF TRUST | 25434V302 | 36,758 | $1.2M | 0.23% |
| 43 | VANGUARD INDEX FDS | 922908611 | 4,621 | $964,512 | 0.20% |
| 44 | COCA COLA CO | KO | 13,645 | $904,938 | 0.18% |
| 45 | ISHARES TR | 46435UAA9 | 35,000 | $851,900 | 0.17% |
| 46 | MICROSOFT CORP | MSFT | 1,618 | $838,052 | 0.17% |
| 47 | VANGUARD MUN BD FDS | 922907746 | 16,272 | $814,740 | 0.16% |
| 48 | BLEND LABS INC | BLND | 218,727 | $798,354 | 0.16% |
| 49 | ISHARES TR | 46434VBD1 | 30,000 | $755,700 | 0.15% |
| 50 | ISHARES TR | 464287200 | 1,013 | $678,001 | 0.14% |
| 51 | CAPITAL GROUP NEW GEOGRAPHY | 14021N105 | 21,078 | $651,311 | 0.13% |
| 52 | WISDOMTREE TR | WT | 17,633 | $620,128 | 0.13% |
| 53 | AMERICAN CENTY ETF TR | 025072141 | 9,113 | $584,359 | 0.12% |
| 54 | ALPHABET INC | GOOG | 2,231 | $542,302 | 0.11% |
| 55 | DIMENSIONAL ETF TRUST | 25434V609 | 8,316 | $484,099 | 0.10% |
| 56 | NETFLIX INC | NFLX | 386 | $462,784 | 0.09% |
| 57 | DIMENSIONAL ETF TRUST | 25434V815 | 14,153 | $450,639 | 0.09% |
| 58 | ISHARES TR | 46432F842 | 5,064 | $442,138 | 0.09% |
| 59 | VANGUARD BD INDEX FDS | 92203C303 | 8,798 | $439,846 | 0.09% |
| 60 | AT&T INC | T-PC | 13,876 | $391,868 | 0.08% |
| 61 | DIMENSIONAL ETF TRUST | 25434V591 | 7,562 | $384,013 | 0.08% |
| 62 | ETFS GOLD TR | 00326A104 | 10,318 | $379,806 | 0.08% |
| 63 | SALESFORCE INC | CRM | 1,543 | $365,691 | 0.07% |
| 64 | VANGUARD INTL EQUITY INDEX F | 922042858 | 6,584 | $356,718 | 0.07% |
| 65 | ISHARES TR | 46435U556 | 7,722 | $353,503 | 0.07% |
| 66 | ROBINHOOD MKTS INC | 770700102 | 2,359 | $337,762 | 0.07% |
| 67 | SPDR S&P 500 ETF TR | SPY | 493 | $328,140 | 0.07% |
| 68 | TESLA INC | TSLA | 730 | $324,646 | 0.07% |
| 69 | KKR & CO INC | KKRT | 2,325 | $302,134 | 0.06% |
| 70 | SPDR SERIES TRUST | 78468R663 | 3,291 | $301,984 | 0.06% |
| 71 | ISHARES INC | 46434G764 | 4,378 | $295,592 | 0.06% |
| 72 | VANGUARD INDEX FDS | 922908629 | 1,000 | $293,740 | 0.06% |
| 73 | ISHARES INC | 464286533 | 4,460 | $284,682 | 0.06% |
| 74 | AMAZON COM INC | AMZN | 1,275 | $279,952 | 0.06% |
| 75 | BANK AMERICA CORP | 060505104 | 5,255 | $271,084 | 0.05% |
| 76 | AMERICAN CENTY ETF TR | 025072356 | 5,240 | $233,071 | 0.05% |
| 77 | VANGUARD CHARLOTTE FDS | 92203J407 | 4,588 | $226,926 | 0.05% |
| 78 | BLACKSTONE INC | BX | 1,290 | $220,397 | 0.04% |
| 79 | ISHARES TR | 46434V647 | 8,434 | $215,574 | 0.04% |
| 80 | FOLD HLDGS INC | FLDDW | 54,504 | $210,386 | 0.04% |
| 81 | CROWDSTRIKE HLDGS INC | CRWD | 410 | $201,056 | 0.04% |
| 82 | SYSCO CORP | SYY | 2,431 | $200,169 | 0.04% |