Institutional Manager · CIK 0001825611

Cypress Point Wealth Management, LLC

Dallas, TX · File #028-20569

Latest AUM

$458.2M

Positions

Top-10 Concentration

77.4%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
REDUCE	PALANTIR TECHNOLOGIES INC	PLTR	-290,477	-$51.6M	-$5.7M
ADD	AMERICAN CENTY ETF TR	025072158	+39,065	+$3.1M	+$883,496
EXITED	ISHARES TR	46435U432	-113,000	-$3.0M	$0
NEW	ISHARES TR	46438G687	+115,000	+$3.0M	$0
NEW	CONOCOPHILLIPS	COP	+29,389	+$2.8M	$0
ADD	VANGUARD BD INDEX FDS	921937835	+33,126	+$2.5M	-$11,698
ADD	VANGUARD INTL EQUITY INDEX F	922042676	+46,609	+$2.1M	-$240,912
ADD	DIMENSIONAL ETF TRUST	25434V401	+28,036	+$2.1M	+$331,864
REDUCE	VANGUARD INDEX FDS	922908363	-2,758	-$1.7M	+$311,886
ADD	DIMENSIONAL ETF TRUST	25434V708	+43,633	+$1.7M	+$1.3M

Sector Allocation

Technology

37.0%$169.7M

Energy

1.7%$7.8M

Communication Services

0.7%$3.1M

Financials

0.3%$1.6M

Consumer Staples

0.2%$960,649

Consumer Discretionary

0.2%$782,810

Healthcare

0.2%$760,370

Materials

0.1%$371,837

Filing History

Feb 2, 202613F HOLDINGS REPORTQ/E Dec 202590 pos · $458.2M
Oct 8, 202513F HOLDINGS REPORTQ/E Sep 202582 pos · $494.2M
Jul 10, 202513F HOLDINGS REPORTQ/E Jun 202579 pos · $410.8M
Apr 16, 202513F HOLDINGS REPORTQ/E Mar 202568 pos · $315.3M
Jan 21, 202513F HOLDINGS REPORTQ/E Dec 202469 pos · $321.1M
Nov 1, 202413F HOLDINGS REPORTQ/E Sep 202475 pos · $254.6M
Jul 26, 202413F HOLDINGS REPORTQ/E Jun 202472 pos · $211.2M
May 7, 202413F HOLDINGS REPORTQ/E Mar 202471 pos · $195.3M
Oct 31, 202313F HOLDINGS REPORTQ/E Dec 202352 pos · $113.9M

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%