Basic Stats
Portfolio Value $ 410,782,227
Current Positions 79
Latest Holdings, Performance, AUM (from 13F, 13D)

Cypress Point Wealth Management, LLC has disclosed 79 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 410,782,227 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Cypress Point Wealth Management, LLC’s top holdings are Palantir Technologies Inc. (US:PLTR) , Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF (US:DFAC) , American Century ETF Trust - Avantis U.S. Large Cap Equity ETF (US:AVLC) , Dimensional ETF Trust - Dimensional US Core Equity 1 ETF (US:DCOR) , and Dimensional ETF Trust - Dimensional International Core Equity 2 ETF (US:DFIC) . Cypress Point Wealth Management, LLC’s new positions include Rocket Lab Corporation (US:RKLB) , DoorDash, Inc. (US:DASH) , Capital Group New Geography Equity ETF (US:CGNG) , CrowdStrike Holdings, Inc. (US:CRWD) , and .

Cypress Point Wealth Management, LLC - Portfolio Value
Add This Fund
to your Dashboard
Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
1.23 168.10 40.9221 8.0160
0.23 15.20 3.6992 2.3073
0.02 12.06 2.9354 0.8373
0.01 2.01 0.4904 0.4904
0.01 4.38 1.0653 0.3103
0.02 0.80 0.1942 0.1942
0.01 0.45 0.1090 0.1090
0.01 0.40 0.0977 0.0977
0.04 0.85 0.2068 0.0917
0.00 0.38 0.0913 0.0913
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.37 26.38 6.4210 -2.9067
1.18 42.15 10.2611 -2.5789
0.04 4.50 1.0945 -0.7860
0.13 5.30 1.2903 -0.7228
0.16 11.02 2.6839 -0.5488
0.46 14.31 3.4846 -0.3291
0.03 2.85 0.6937 -0.2935
0.13 3.12 0.7604 -0.2672
0.18 3.73 0.9077 -0.2299
0.00 2.19 0.5323 -0.2275
13F and Fund Filings

This form was filed on 2025-07-10 for the reporting period 2025-06-30. Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
PLTR / Palantir Technologies Inc. 1.23 0.32 168.10 62.04 40.9221 8.0160
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 1.18 -4.15 42.15 4.12 10.2611 -2.5789
AVLC / American Century ETF Trust - Avantis U.S. Large Cap Equity ETF 0.37 -18.94 26.38 -10.31 6.4210 -2.9067
DCOR / Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 0.23 217.68 15.20 246.29 3.6992 2.3073
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 0.46 6.34 14.31 19.06 3.4846 -0.3291
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.02 64.93 12.06 82.31 2.9354 0.8373
VTSM.X / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.04 12.80 11.65 24.74 2.8365 -0.1263
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF 0.16 -2.38 11.02 8.17 2.6839 -0.5488
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF 0.09 0.21 6.17 14.15 1.5023 -0.2124
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF 0.05 4.83 5.43 14.41 1.3226 -0.1837
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF 0.13 -24.22 5.30 -16.48 1.2903 -0.7228
XOM / Exxon Mobil Corporation 0.04 -16.34 4.50 -24.16 1.0945 -0.7860
META / Meta Platforms, Inc. 0.01 43.56 4.38 83.87 1.0653 0.3103
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF 0.05 -4.02 4.36 9.11 1.0609 -0.2060
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.16 0.42 3.89 11.15 0.9465 -0.1630
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF 0.18 5.68 3.73 3.96 0.9077 -0.2299
AVDE / American Century ETF Trust - Avantis International Equity ETF 0.05 -0.88 3.62 10.68 0.8807 -0.1559
MMIT / New York Life Investments Active ETF Trust - NYLI MacKay Muni Intermediate ETF 0.13 -3.10 3.12 -3.58 0.7604 -0.2672
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF 0.12 0.00 3.04 0.46 0.7394 -0.2195
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF 0.11 0.22 3.03 2.40 0.7370 -0.2008
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF 0.11 0.00 3.02 0.07 0.7362 -0.2226
IBMR / iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF 0.12 0.00 3.02 0.77 0.7353 -0.2155
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF 0.03 -12.40 2.85 -8.45 0.6937 -0.2935
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF 0.06 0.00 2.84 14.06 0.6916 -0.0984
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF 0.04 0.00 2.48 11.27 0.6037 -0.1033
EEMS / iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 0.03 0.05 2.24 16.65 0.5443 -0.0636
BRK.A / Berkshire Hathaway Inc. 0.00 0.00 2.19 -8.73 0.5323 -0.2275
AVSC / American Century ETF Trust - Avantis U.S. Small Cap Equity ETF 0.04 -13.60 2.18 -7.95 0.5303 -0.2203
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF 0.03 0.00 2.15 4.63 0.5228 -0.1284
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.01 2.01 0.4904 0.4904
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.02 4.89 1.74 5.14 0.4237 -0.1014
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF 0.05 -4.30 1.66 5.92 0.4050 -0.0931
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF 0.03 -0.24 1.66 9.53 0.4031 -0.0764
VTV / Vanguard Index Funds - Vanguard Value ETF 0.01 0.00 1.64 2.31 0.3988 -0.1091
AAPL / Apple Inc. 0.01 1.91 1.52 -5.93 0.3712 -0.1426
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF 0.06 0.00 1.43 0.14 0.3483 -0.1048
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 0.05 4.50 1.43 17.17 0.3472 -0.0390
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.01 0.00 1.39 3.35 0.3377 -0.0880
AVES / American Century ETF Trust - Avantis Emerging Markets Value ETF 0.03 -7.35 1.37 5.21 0.3342 -0.0797
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF 0.02 32.07 1.34 46.45 0.3263 0.0358
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 0.04 0.08 1.14 11.86 0.2779 -0.0457
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 0.00 1.02 18.15 0.2490 -0.0254
KO / The Coca-Cola Company 0.01 0.50 0.96 -0.72 0.2339 -0.0731
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF 0.04 133.33 0.85 134.53 0.2068 0.0917
MSFT / Microsoft Corporation 0.00 4.86 0.80 38.86 0.1959 0.0122
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.02 0.80 0.1942 0.1942
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 0.00 0.77 8.16 0.1873 -0.0383
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF 0.03 0.00 0.76 0.13 0.1839 -0.0554
BLND / Blend Labs, Inc. 0.22 -2.72 0.73 -4.22 0.1770 -0.0637
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 55.33 0.67 71.98 0.1629 0.0393
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF 0.01 12.93 0.59 12.98 0.1441 -0.0221
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 0.01 -49.10 0.55 -46.69 0.1333 -0.1924
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.01 -21.34 0.52 -13.21 0.1265 -0.0634
AVEE / American Century ETF Trust - Avantis Emerging Markets Small Cap Equity ETF 0.01 -11.63 0.52 1.37 0.1261 -0.0360
NFLX / Netflix, Inc. 0.00 2.93 0.52 47.85 0.1258 0.0149
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.00 0.00 0.45 4.90 0.1096 -0.0268
RKLB / Rocket Lab Corporation 0.01 0.45 0.1090 0.1090
DUSB / Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 0.01 0.64 0.44 0.69 0.1067 -0.0314
CRM / Salesforce, Inc. 0.00 0.00 0.42 1.45 0.1024 -0.0289
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF 0.01 -32.21 0.42 -29.13 0.1014 -0.0850
T / AT&T Inc. 0.01 0.40 0.0977 0.0977
GOOGL / Alphabet Inc. 0.00 7.79 0.40 23.05 0.0962 -0.0059
MRK / Merck & Co., Inc. 0.00 0.38 0.0913 0.0913
DASH / DoorDash, Inc. 0.00 0.37 0.0900 0.0900
AFRM / Affirm Holdings, Inc. 0.01 0.36 0.0884 0.0884
WCLD / WisdomTree Trust - WisdomTree Cloud Computing Fund 0.01 0.00 0.35 11.36 0.0862 -0.0146
CGNG / Capital Group New Geography Equity ETF 0.01 0.33 0.0810 0.0810
AVRE / American Century ETF Trust - Avantis Real Estate ETF 0.01 1.15 0.33 3.83 0.0792 -0.0202
KKR / KKR & Co. Inc. 0.00 0.00 0.31 15.30 0.0753 -0.0100
SPY / SPDR S&P 500 ETF 0.00 1.03 0.30 11.40 0.0740 -0.0124
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF 0.00 1.05 0.30 1.02 0.0727 -0.0211
AMZN / Amazon.com, Inc. 0.00 3.31 0.29 19.03 0.0717 -0.0067
PFE / Pfizer Inc. 0.01 0.28 0.0691 0.0691
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF 0.00 0.00 0.28 7.69 0.0682 -0.0143
BAC / Bank of America Corporation 0.01 0.25 0.0605 0.0605
HOOD / Robinhood Markets, Inc. 0.00 0.25 0.0597 0.0597
TSLA / Tesla, Inc. 0.00 0.23 0.0561 0.0561
CRWD / CrowdStrike Holdings, Inc. 0.00 0.21 0.0508 0.0508
REET / iShares Trust - iShares Global REIT ETF 0.01 -8.72 0.21 -7.14 0.0507 -0.0204
RUM / Rumble Inc. 0.00 -100.00 0.00 -100.00 -0.0409
ERNA / Ernexa Therapeutics Inc. 0.00 -100.00 0.00 0.0000