Institutional Manager · CIK 0001825611
Cypress Point Wealth Management, LLC
Dallas, TX · File #028-20569
Latest AUM
$458.2M
Positions
90
Top-10 Concentration
77.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202590 pos · $458.2M
- 13F HOLDINGS REPORTQ/E Sep 202582 pos · $494.2M
- 13F HOLDINGS REPORTQ/E Jun 202579 pos · $410.8M
- 13F HOLDINGS REPORTQ/E Mar 202568 pos · $315.3M
- 13F HOLDINGS REPORTQ/E Dec 202469 pos · $321.1M
- 13F HOLDINGS REPORTQ/E Sep 202475 pos · $254.6M
- 13F HOLDINGS REPORTQ/E Jun 202472 pos · $211.2M
- 13F HOLDINGS REPORTQ/E Mar 202471 pos · $195.3M
- 13F HOLDINGS REPORTQ/E Dec 202352 pos · $113.9M
- 13F HOLDINGS REPORTQ/E Sep 202342 pos · $93.9M
- 13F HOLDINGS REPORTQ/E Jun 202339 pos · $70.9M
- 13F HOLDINGS REPORTQ/E Mar 202337 pos · $63.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 925,880 | $164.6M | 37.25% |
| 2 | DIMENSIONAL ETF TRUST | 25434V708 | 1,306,938 | $51.7M | 11.71% |
| 3 | AMERICAN CENTY ETF TR | 025072158 | 457,783 | $36.0M | 8.15% |
| 4 | DIMENSIONAL ETF TRUST | 25434V625 | 236,146 | $17.4M | 3.94% |
| 5 | DIMENSIONAL ETF TRUST | 25434V799 | 501,885 | $17.3M | 3.91% |
| 6 | DIMENSIONAL ETF TRUST | 25434V401 | 219,843 | $16.3M | 3.69% |
| 7 | VANGUARD INDEX FDS | 922908769 | 35,672 | $12.0M | 2.71% |
| 8 | VANGUARD INDEX FDS | 922908363 | 18,383 | $11.5M | 2.61% |
| 9 | VANGUARD INTL EQUITY INDEX F | 922042676 | 173,423 | $7.9M | 1.80% |
| 10 | AMERICAN CENTY ETF TR | 025072604 | 95,938 | $7.4M | 1.67% |
| 11 | DIMENSIONAL ETF TRUST | 25434V104 | 122,462 | $5.7M | 1.30% |
| 12 | AMERICAN CENTY ETF TR | 025072885 | 50,025 | $5.6M | 1.27% |
| 13 | VANGUARD BD INDEX FDS | 921937835 | 72,005 | $5.3M | 1.21% |
| 14 | EXXON MOBIL CORP | XOM | 41,708 | $5.0M | 1.14% |
| 15 | AMERICAN CENTY ETF TR | 025072802 | 50,147 | $4.7M | 1.07% |
| 16 | SCHWAB STRATEGIC TR | 808524847 | 211,763 | $4.4M | 1.00% |
| 17 | AMERICAN CENTY ETF TR | 025072703 | 49,469 | $4.1M | 0.92% |
| 18 | SCHWAB STRATEGIC TR | 808524102 | 137,572 | $3.6M | 0.82% |
| 19 | VANGUARD STAR FDS | 921909768 | 44,299 | $3.3M | 0.76% |
| 20 | ISHARES TR | 46435U325 | 119,536 | $3.1M | 0.69% |