Cypress Point Wealth Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 7, 2024), Cypress Point Wealth Management, LLC reported 71 stock positions worth $195.3 million. Its top holding was Palantir Technologies Class A (PLTR) at 18.2% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 15.7%) and Avantis US LG Cap Eq ETF (AVLC, 5.2%). Compared with Q4 2023, it opened 18 new positions, sold out of 1, added to 37 and reduced 11. The biggest buy was a new position in Avantis US LG Cap Eq ETF (AVLC) and the biggest sale Dimensional US Target Value (DFAT, shares −66%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001825611
- Portfolio Value
- $195.3M (Q1 2024)
- SEC Filing
- 0001825611-24-000002 ↗ filed May 7, 2024
Holdings Value
Holdings 71 stocks · $195.3M
| PLTR Palantir Technologies Inc. Class A | 18.18% | 1,542,742 | $35.5M | Add +1.0% |
| DFAC Dimensional US Core Equity 2 | 15.74% | 962,143 | $30.7M | Add +49.6% |
| AVLC Avantis US LG Cap Eq ETF | 5.25% | 165,882 | $10.3M | New |
| DFIC Dimensional International Co. | 4.08% | 297,616 | $8.0M | Add +64.8% |
| VOO Vanguard S&P 500 ETF | 3.53% | 14,350 | $6.9M | Add +43.5% |
| XOM Exxon Mobil Corp. | 3.48% | 58,441 | $6.8M | New |
| VTI VG Morningstar TS MKT ETF-US | 3.24% | 24,320 | $6.3M | Add +32.8% |
| DFAU Dimensional US Core Equity M | 2.46% | 131,463 | $4.8M | Add +45.3% |
| AVUV Avantis US Small Cap Value | 2.31% | 48,137 | $4.5M | Add +2.1% |
| SCHB Schwab US Broad Market ETF | 2.14% | 68,571 | $4.2M | Add +21.0% |
| AVUS Avantis U.S. Equity ETF | 1.97% | 42,909 | $3.8M | Add +0.9% |
| AVEM Avantis Emerging Markets Eq | 1.93% | 65,099 | $3.8M | Add +27.6% |
| AVDV Avantis Intl S/C Value ETF | 1.77% | 52,359 | $3.4M | Add +51.8% |
| IBMN iShares Ibonds Dec 2025 Term | 1.53% | 113,000 | $3.0M | No change |
| IBMQ iShares Ibonds Dec 2028 Muni | 1.52% | 117,231 | $3.0M | Add +0.2% |
| IBMR iShares Ibonds Dec 2029 M BD | 1.52% | 117,257 | $3.0M | Add +0.2% |
| AVDE Avantis International Equity | 1.50% | 45,942 | $2.9M | Add +21.0% |
| TSLA Tesla Inc. | 1.41% | 15,680 | $2.8M | Add +1.8% |
| MMIT Nylim Mackay Muni Intermedia | 1.34% | 106,930 | $2.6M | Add +19.8% |
| SCHH Schwab US REIT ETF | 1.33% | 128,436 | $2.6M | Add +2.7% |
| VNQI Vanguard GLBL Ex-US Real Est | 1.29% | 59,665 | $2.5M | Reduce -0.1% |
| EEMS iShares MSCI Emerging MKT SM | 1.22% | 40,414 | $2.4M | Reduce -4.7% |
| AVLV Avantis US Large Cap Value | 1.05% | 31,791 | $2.0M | Add +2.6% |
| AVSC Avantis US Small Cap Equity | 1.03% | 38,314 | $2.0M | Add +35.2% |
| DFAT Dimensional US Target Value | 1.00% | 35,919 | $2.0M | Reduce -65.6% |
| META Meta Platforms Inc. Class A | 0.97% | 3,897 | $1.9M | Add +2.3% |
| AAPL Apple Inc. | 0.90% | 10,271 | $1.8M | Add +45.1% |
| DFUS Dimensional US Eq MKT ETF | 0.81% | 27,900 | $1.6M | New |
| VXUS Vanguard Total Intl Stock | 0.79% | 25,518 | $1.5M | Add +99.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.77% | 9,193 | $1.5M | Add +35.7% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.75% | 27,249 | $1.5M | No change |
| BND Vanguard Total Bond Market | 0.75% | 20,124 | $1.5M | Add +246.8% |
| VYM Vanguard High DVD Yield ETF | 0.74% | 11,972 | $1.4M | Reduce -29.9% |
| DCOR Dimensional US Core Eq 1 ETF | 0.71% | 23,688 | $1.4M | Add +248.7% |
| MSFT Microsoft Corp. | 0.69% | 3,218 | $1.4M | Add +10.3% |
| DFAX Dimensional World Ex US Core | 0.67% | 51,070 | $1.3M | Add +14.3% |
| DFGR Dim Global Real Estate ETF | 0.65% | 49,883 | $1.3M | Add +158.9% |
| AVES Avantis Emerging Markets Val | 0.65% | 26,866 | $1.3M | Add +59.1% |
| DFAE Dimensional Emerging Core Eq | 0.50% | 39,305 | $972K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.49% | 3,821 | $955K | Reduce -35.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.44% | 14,634 | $858K | New |
| KO The Coca-Cola Co. | 0.42% | 13,508 | $826K | Add +2.8% |
| VUSB Vanguard Ultra Short Bond Et | 0.42% | 16,594 | $822K | Reduce -2.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.41% | 2,333 | $803K | No change |
| DFAI Dimensional International Co. | 0.38% | 24,253 | $733K | Add +25.4% |
| AMZN Amazon.com Inc. | 0.36% | 3,923 | $708K | Reduce -7.0% |
| BLND Blend Labs Inc. Class A | 0.35% | 208,177 | $677K | Add +33.2% |
| LPRO Open Lending Corp. | 0.34% | 107,000 | $670K | No change |
| NVDA Nvidia Corp. | 0.32% | 685 | $619K | Add +25.5% |
| CRM Salesforce Inc. | 0.31% | 1,996 | $601K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.30% | 7,914 | $587K | Reduce -27.5% |
| GOOGL Alphabet Inc. Class A | 0.27% | 3,453 | $521K | Add +3.8% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.25% | 20,000 | $496K | New |
| EEMV iShares MSCI Emg MKT Min Vol | 0.24% | 8,183 | $463K | Reduce -21.8% |
| DFSV Dimensional US Small Cap Val | 0.23% | 15,153 | $456K | Add +7.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.22% | 2,263 | $434K | New |
| IVV iShares Core S&P 500 ETF | 0.19% | 694 | $365K | New |
| WCLD Wisdomtree Cloud Computing | 0.17% | 9,795 | $341K | New |
| REET iShares Global REIT ETF | 0.17% | 14,269 | $338K | Reduce -12.0% |
| LLY Eli Lilly & Co. | 0.16% | 412 | $321K | New |
| NFLX Netflix Inc. | 0.15% | 491 | $298K | Add +9.8% |
| DUSB Dimension Ultrashort Fi ETF | 0.15% | 5,770 | $292K | New |
| GOOG Alphabet Inc. Class C | 0.15% | 1,889 | $288K | Add +6.2% |
| ICSH iShares Ultra Short Duration | 0.14% | 5,490 | $278K | New |
| AVEE Avantis Em MKT SM Cap Eq ETF | 0.14% | 5,006 | $265K | New |
| USRT iShares Core US REIT ETF | 0.13% | 4,633 | $249K | Reduce -30.9% |
| KKR KKR & Co. Inc. | 0.13% | 2,452 | $247K | New |
| JPM JPMorgan Chase & Co. | 0.12% | 1,136 | $228K | New |
| ERNEXA THERAPEUTICS INC filed as ETERNA THERAPEUTICS INC | 0.12% | 94,375 | $227K | No change |
| SMCI Super Micro Computer Inc. | 0.11% | 206 | $208K | New |
| OSCR Oscar Health Inc. Class A | 0.09% | 11,582 | $172K | New |
Portfolio Sells Q4 2023 → Q1 2024
| DFAT Dimensional US Target Value | Reduce -65.6% | 1.00% | −3.06 |
| PSX Phillips 66 | Sold out | 0.00% | −1.22 |
| VYM Vanguard High DVD Yield ETF | Reduce -29.9% | 0.74% | −0.67 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -0.1% | 1.29% | −0.60 |
| EEMS iShares MSCI Emerging MKT SM | Reduce -4.7% | 1.22% | −0.60 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -35.0% | 0.49% | −0.53 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -27.5% | 0.30% | −0.27 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -2.8% | 0.42% | −0.21 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -21.8% | 0.24% | −0.19 |
| USRT iShares Core US REIT ETF | Reduce -30.9% | 0.13% | −0.14 |
| REET iShares Global REIT ETF | Reduce -12.0% | 0.17% | −0.12 |
| AMZN Amazon.com Inc. | Reduce -7.0% | 0.36% | −0.11 |
Portfolio Buys Q4 2023 → Q1 2024
| AVLC Avantis US LG Cap Eq ETF | New | 5.25% | +5.25 |
| XOM Exxon Mobil Corp. | New | 3.48% | +3.48 |
| DFAC Dimensional US Core Equity 2 | Add +49.6% | 15.74% | +1.78 |
| DFUS Dimensional US Eq MKT ETF | New | 0.81% | +0.81 |
| DFIC Dimensional International Co. | Add +64.8% | 4.08% | +0.65 |
| DFAE Dimensional Emerging Core Eq | New | 0.50% | +0.50 |
| DCOR Dimensional US Core Eq 1 ETF | Add +248.7% | 0.71% | +0.44 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.44% | +0.44 |
| BND Vanguard Total Bond Market | Add +246.8% | 0.75% | +0.43 |
| CRM Salesforce Inc. | New | 0.31% | +0.31 |
| VOO Vanguard S&P 500 ETF | Add +43.5% | 3.53% | +0.29 |
| DFGR Dim Global Real Estate ETF | Add +158.9% | 0.65% | +0.28 |
| IBDQ iShares Ibonds Dec 2025 Term | New | 0.25% | +0.25 |
| VXUS Vanguard Total Intl Stock | Add +99.4% | 0.79% | +0.24 |
| DFAU Dimensional US Core Equity M | Add +45.3% | 2.46% | +0.23 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.22% | +0.22 |
| IVV iShares Core S&P 500 ETF | New | 0.19% | +0.19 |
| WCLD Wisdomtree Cloud Computing | New | 0.17% | +0.17 |
| AVDV Avantis Intl S/C Value ETF | Add +51.8% | 1.77% | +0.16 |
| LLY Eli Lilly & Co. | New | 0.16% | +0.16 |
| DUSB Dimension Ultrashort Fi ETF | New | 0.15% | +0.15 |
| ICSH iShares Ultra Short Duration | New | 0.14% | +0.14 |
| AVEE Avantis Em MKT SM Cap Eq ETF | New | 0.14% | +0.14 |
| KKR KKR & Co. Inc. | New | 0.13% | +0.13 |
| JPM JPMorgan Chase & Co. | New | 0.12% | +0.12 |
| NVDA Nvidia Corp. | Add +25.5% | 0.32% | +0.12 |
| SMCI Super Micro Computer Inc. | New | 0.11% | +0.11 |
| OSCR Oscar Health Inc. Class A | New | 0.09% | +0.09 |
| AVES Avantis Emerging Markets Val | Add +59.1% | 0.65% | +0.08 |
| BLND Blend Labs Inc. Class A | Add +33.2% | 0.35% | +0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +35.7% | 0.77% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +32.8% | 3.24% | +0.01 |
| NFLX Netflix Inc. | Add +9.8% | 0.15% | −0.01 |
| META Meta Platforms Inc. Class A | Add +2.3% | 0.97% | −0.03 |
| DFAI Dimensional International Co. | Add +25.4% | 0.38% | −0.04 |
| GOOG Alphabet Inc. Class C | Add +6.2% | 0.15% | −0.04 |
| AVSC Avantis US Small Cap Equity | Add +35.2% | 1.03% | −0.05 |
| DFSV Dimensional US Small Cap Val | Add +7.1% | 0.23% | −0.07 |
| GOOGL Alphabet Inc. Class A | Add +3.8% | 0.27% | −0.08 |
| AAPL Apple Inc. | Add +45.1% | 0.90% | −0.11 |
| MSFT Microsoft Corp. | Add +10.3% | 0.69% | −0.12 |
| DFAX Dimensional World Ex US Core | Add +14.3% | 0.67% | −0.15 |
| KO The Coca-Cola Co. | Add +2.8% | 0.42% | −0.15 |
| SCHB Schwab US Broad Market ETF | Add +21.0% | 2.14% | −0.20 |
| AVEM Avantis Emerging Markets Eq | Add +27.6% | 1.93% | −0.20 |
| AVDE Avantis International Equity | Add +21.0% | 1.50% | −0.20 |
| AVLV Avantis US Large Cap Value | Add +2.6% | 1.05% | −0.28 |
| MMIT Nylim Mackay Muni Intermedia | Add +19.8% | 1.34% | −0.29 |
| SCHH Schwab US REIT ETF | Add +2.7% | 1.33% | −0.59 |
| AVUS Avantis U.S. Equity ETF | Add +0.9% | 1.97% | −0.61 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 142 | $491.6M | PLTR, DFAC, AVLC, DFUS, DFIC |
| Q1 2026 | 123 | $464.3M | PLTR, DFAC, AVLC, DFIC, DFUS |
| Q4 2025 | 90 | $458.2M | PLTR, DFAC, AVLC, DCOR, DFIC |
| Q3 2025 | 82 | $494.2M | PLTR, DFAC, AVLC, DCOR, DFIC |
| Q2 2025 | 79 | $410.8M | PLTR, DFAC, AVLC, DCOR, DFIC |
| Q1 2025 | 68 | $315.3M | PLTR, DFAC, AVLC, DFIC, DFUS |
| Q4 2024 | 69 | $321.1M | PLTR, DFAC, AVLC, DFIC, VTI |
| Q3 2024 | 75 | $254.6M | PLTR, DFAC, AVLC, DFIC, VTI |
| Q2 2024 | 72 | $211.2M | PLTR, DFAC, AVLC, DFIC, VTI |
| Q1 2024 | 71 | $195.3M | PLTR, DFAC, AVLC, DFIC, VOO |