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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

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

Technology
37.0%$169.7M
Energy
1.7%$7.8M
Financials
0.3%$1.6M
Consumer Staples
0.2%$960,649
Healthcare
0.2%$760,370
Materials
0.1%$371,837

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1PALANTIR TECHNOLOGIES INCPLTR925,880$164.6M37.25%
2DIMENSIONAL ETF TRUST25434V7081,306,938$51.7M11.71%
3AMERICAN CENTY ETF TR025072158457,783$36.0M8.15%
4DIMENSIONAL ETF TRUST25434V625236,146$17.4M3.94%
5DIMENSIONAL ETF TRUST25434V799501,885$17.3M3.91%
6DIMENSIONAL ETF TRUST25434V401219,843$16.3M3.69%
7VANGUARD INDEX FDS92290876935,672$12.0M2.71%
8VANGUARD INDEX FDS92290836318,383$11.5M2.61%
9VANGUARD INTL EQUITY INDEX F922042676173,423$7.9M1.80%
10AMERICAN CENTY ETF TR02507260495,938$7.4M1.67%
11DIMENSIONAL ETF TRUST25434V104122,462$5.7M1.30%
12AMERICAN CENTY ETF TR02507288550,025$5.6M1.27%
13VANGUARD BD INDEX FDS92193783572,005$5.3M1.21%
14EXXON MOBIL CORPXOM41,708$5.0M1.14%
15AMERICAN CENTY ETF TR02507280250,147$4.7M1.07%
16SCHWAB STRATEGIC TR808524847211,763$4.4M1.00%
17AMERICAN CENTY ETF TR02507270349,469$4.1M0.92%
18SCHWAB STRATEGIC TR808524102137,572$3.6M0.82%
19VANGUARD STAR FDS92190976844,299$3.3M0.76%
20ISHARES TR46435U325119,536$3.1M0.69%