Cypress Point Wealth Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 1, 2024), Cypress Point Wealth Management, LLC reported 75 stock positions worth $254.6 million. Its top holding was Palantir Technologies Class A (PLTR) at 22.5% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 13.8%) and Avantis US LG Cap Eq ETF (AVLC, 6.4%). Compared with Q2 2024, it opened 5 new positions, sold out of 2, added to 46 and reduced 17. The biggest buy was Avantis Emerging Markets Eq (AVEM, shares +39%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001825611
- Portfolio Value
- $254.6M (Q3 2024)
- SEC Filing
- 0001825611-24-000004 ↗ filed Nov 1, 2024
Holdings Value
Holdings 75 stocks · $254.6M
| PLTR Palantir Technologies Inc. Class A | 22.45% | 1,536,244 | $57.1M | Reduce -0.5% |
| DFAC Dimensional US Core Equity 2 | 13.78% | 1,022,812 | $35.1M | Add +3.1% |
| AVLC Avantis US LG Cap Eq ETF | 6.45% | 248,594 | $16.4M | Add +19.9% |
| DFIC Dimensional International Co. | 4.01% | 362,494 | $10.2M | Add +11.7% |
| VTI VG Morningstar TS MKT ETF-US | 3.47% | 31,182 | $8.8M | Reduce -1.5% |
| VOO Vanguard S&P 500 ETF | 3.24% | 15,642 | $8.3M | Add +0.1% |
| XOM Exxon Mobil Corp. | 2.71% | 58,756 | $6.9M | Reduce -0.3% |
| DFAU Dimensional US Core Equity M | 2.66% | 170,578 | $6.8M | Add +30.5% |
| AVEM Avantis Emerging Markets Eq | 2.32% | 91,505 | $5.9M | Add +38.7% |
| DFUS Dimensional US Eq MKT ETF | 1.88% | 76,915 | $4.8M | Add +31.5% |
| AVUS Avantis U.S. Equity ETF | 1.79% | 47,781 | $4.5M | Add +2.2% |
| SCHB Schwab US Broad Market ETF | 1.73% | 66,119 | $4.4M | Reduce -1.6% |
| AVDV Avantis Intl S/C Value ETF | 1.62% | 58,195 | $4.1M | Add +6.4% |
| TSLA Tesla Inc. | 1.61% | 15,647 | $4.1M | Add +0.5% |
| AVUV Avantis US Small Cap Value | 1.56% | 41,335 | $4.0M | Reduce -12.6% |
| DCOR Dimensional US Core Eq 1 ETF | 1.37% | 55,000 | $3.5M | Add +41.5% |
| AVDE Avantis International Equity | 1.27% | 48,103 | $3.2M | Add +4.4% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 1.24% | 128,538 | $3.2M | Add +5.9% |
| SCHH Schwab US REIT ETF | 1.23% | 135,555 | $3.1M | Add +3.8% |
| META Meta Platforms Inc. Class A | 1.21% | 5,399 | $3.1M | Add +39.4% |
| IBMQ iShares Ibonds Dec 2028 Muni | 1.19% | 118,606 | $3.0M | Add +0.6% |
| IBMR iShares Ibonds Dec 2029 M BD | 1.19% | 118,748 | $3.0M | Add +0.6% |
| IBMN iShares Ibonds Dec 2025 Term | 1.18% | 113,000 | $3.0M | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 1.11% | 60,297 | $2.8M | Add +1.6% |
| EEMS iShares MSCI Emerging MKT SM | 0.99% | 39,401 | $2.5M | Reduce -2.1% |
| AAPL Apple Inc. | 0.95% | 10,417 | $2.4M | Add +1.2% |
| AVSC Avantis US Small Cap Equity | 0.92% | 43,416 | $2.3M | Add +10.6% |
| AVLV Avantis US Large Cap Value | 0.81% | 31,477 | $2.1M | Add +0.0% |
| DFAI Dimensional International Co. | 0.77% | 61,613 | $2.0M | Add +75.9% |
| DFAX Dimensional World Ex US Core | 0.69% | 64,622 | $1.7M | Add +14.9% |
| DFGR Dim Global Real Estate ETF | 0.67% | 59,513 | $1.7M | Add +14.3% |
| VXUS Vanguard Total Intl Stock | 0.65% | 25,662 | $1.7M | Add +0.2% |
| DFAT Dimensional US Target Value | 0.65% | 29,598 | $1.6M | Add +4.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.63% | 9,244 | $1.6M | Add +0.6% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.60% | 27,249 | $1.5M | No change |
| BND Vanguard Total Bond Market | 0.59% | 19,939 | $1.5M | Add +0.7% |
| AVES Avantis Emerging Markets Val | 0.55% | 27,024 | $1.4M | Add +0.2% |
| VYM Vanguard High DVD Yield ETF | 0.54% | 10,782 | $1.4M | Reduce -9.9% |
| MSFT Microsoft Corp. | 0.54% | 3,208 | $1.4M | Add +0.8% |
| DFAE Dimensional Emerging Core Eq | 0.42% | 39,367 | $1.1M | Add +0.1% |
| KO The Coca-Cola Co. | 0.40% | 14,134 | $1.0M | Add +2.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.39% | 3,800 | $1.0M | Reduce -0.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.37% | 14,806 | $933K | Add +0.4% |
| BLND Blend Labs Inc. Class A | 0.33% | 226,447 | $849K | Add +15.2% |
| IBDR iShares Ibonds Dec 2026 Term | 0.30% | 31,000 | $753K | New |
| IBDQ iShares Ibonds Dec 2025 Term | 0.30% | 30,000 | $753K | Add +50.0% |
| AMZN Amazon.com Inc. | 0.29% | 3,928 | $732K | Add +0.2% |
| NVDA Nvidia Corp. | 0.28% | 5,914 | $718K | Reduce -1.1% |
| SBUX Starbucks Corp. | 0.26% | 6,701 | $653K | New |
| VUSB Vanguard Ultra Short Bond Et | 0.25% | 12,620 | $630K | Reduce -7.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.24% | 7,914 | $618K | No change |
| DFSV Dimensional US Small Cap Val | 0.24% | 19,953 | $615K | Add +17.0% |
| GOOGL Alphabet Inc. Class A | 0.24% | 3,617 | $600K | Add +2.4% |
| CRM Salesforce Inc. | 0.21% | 1,963 | $537K | Add +4.6% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.19% | 7,591 | $476K | Reduce -4.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.18% | 2,295 | $461K | Add +1.4% |
| DUSB Dimension Ultrashort Fi ETF | 0.18% | 8,914 | $453K | Add +52.6% |
| NOK Nokia Corp.-Spon ADR | 0.17% | 100,000 | $437K | New |
| IVV iShares Core S&P 500 ETF | 0.16% | 694 | $400K | No change |
| AVEE Avantis Em MKT SM Cap Eq ETF | 0.15% | 6,529 | $384K | Add +2.8% |
| REET iShares Global REIT ETF | 0.15% | 13,899 | $371K | No change |
| NFLX Netflix Inc. | 0.15% | 523 | $371K | Reduce -0.2% |
| LLY Eli Lilly & Co. | 0.14% | 408 | $361K | Reduce -2.6% |
| SPXL Direxion Daily S&P 500 Bull | 0.14% | 2,184 | $358K | Add +0.2% |
| GOOG Alphabet Inc. Class C | 0.13% | 1,958 | $327K | Reduce -0.4% |
| KKR KKR & Co. Inc. | 0.13% | 2,490 | $325K | Add +1.1% |
| WCLD Wisdomtree Cloud Computing | 0.12% | 9,795 | $313K | No change |
| AVGO Broadcom Inc. | 0.12% | 1,747 | $301K | Add +8.5% |
| USRT iShares Core US REIT ETF | 0.11% | 4,397 | $271K | Reduce -5.1% |
| AVRE Avantis Real Estate ETF | 0.10% | 5,657 | $267K | Add +10.3% |
| OSCR Oscar Health Inc. Class A | 0.10% | 11,499 | $244K | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 0.09% | 1,071 | $226K | Reduce -8.0% |
| BX Blackstone Inc. | 0.09% | 1,463 | $224K | New |
| ERNEXA THERAPEUTICS INC filed as ETERNA THERAPEUTICS INC | 0.04% | 94,375 | $99K | No change |
| RUM Rum Group Inc. filed as RUMBLE INC | 0.04% | 18,221 | $98K | New |
Portfolio Sells Q2 2024 → Q3 2024
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.5% | 3.47% | −0.54 |
| XOM Exxon Mobil Corp. | Reduce -0.3% | 2.71% | −0.51 |
| AVUV Avantis US Small Cap Value | Reduce -12.6% | 1.56% | −0.45 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.41 |
| LPRO Open Lending Corp. | Sold out | 0.00% | −0.28 |
| SCHB Schwab US Broad Market ETF | Reduce -1.6% | 1.73% | −0.27 |
| EEMS iShares MSCI Emerging MKT SM | Reduce -2.1% | 0.99% | −0.18 |
| VYM Vanguard High DVD Yield ETF | Reduce -9.9% | 0.54% | −0.13 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -7.0% | 0.25% | −0.07 |
| NVDA Nvidia Corp. | Reduce -1.1% | 0.28% | −0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.3% | 0.39% | −0.04 |
| GOOG Alphabet Inc. Class C | Reduce -0.4% | 0.13% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -2.6% | 0.14% | −0.04 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -4.3% | 0.19% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -8.0% | 0.09% | −0.02 |
| NFLX Netflix Inc. | Reduce -0.2% | 0.15% | −0.02 |
| USRT iShares Core US REIT ETF | Reduce -5.1% | 0.11% | −0.01 |
| OSCR Oscar Health Inc. Class A | Reduce -0.7% | 0.10% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -0.5% | 22.45% | +3.93 |
Portfolio Buys Q2 2024 → Q3 2024
| AVEM Avantis Emerging Markets Eq | Add +38.7% | 2.32% | +0.41 |
| DFAU Dimensional US Core Equity M | Add +30.5% | 2.66% | +0.34 |
| IBDR iShares Ibonds Dec 2026 Term | New | 0.30% | +0.30 |
| META Meta Platforms Inc. Class A | Add +39.4% | 1.21% | +0.29 |
| AVLC Avantis US LG Cap Eq ETF | Add +19.9% | 6.45% | +0.29 |
| DFAI Dimensional International Co. | Add +75.9% | 0.77% | +0.28 |
| DCOR Dimensional US Core Eq 1 ETF | Add +41.5% | 1.37% | +0.27 |
| SBUX Starbucks Corp. | New | 0.26% | +0.26 |
| DFUS Dimensional US Eq MKT ETF | Add +31.5% | 1.88% | +0.25 |
| NOK Nokia Corp.-Spon ADR | New | 0.17% | +0.17 |
| TSLA Tesla Inc. | Add +0.5% | 1.61% | +0.15 |
| BLND Blend Labs Inc. Class A | Add +15.2% | 0.33% | +0.11 |
| BX Blackstone Inc. | New | 0.09% | +0.09 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +50.0% | 0.30% | +0.06 |
| DFGR Dim Global Real Estate ETF | Add +14.3% | 0.67% | +0.06 |
| RUM Rum Group Inc. | New | 0.04% | +0.04 |
| DUSB Dimension Ultrashort Fi ETF | Add +52.6% | 0.18% | +0.04 |
| DFSV Dimensional US Small Cap Val | Add +17.0% | 0.24% | +0.01 |
| DFAX Dimensional World Ex US Core | Add +14.9% | 0.69% | +0.01 |
| KKR KKR & Co. Inc. | Add +1.1% | 0.13% | +0.01 |
| AVRE Avantis Real Estate ETF | Add +10.3% | 0.10% | +0.00 |
| SCHH Schwab US REIT ETF | Add +3.8% | 1.23% | −0.00 |
| AVGO Broadcom Inc. | Add +8.5% | 0.12% | −0.00 |
| AVSC Avantis US Small Cap Equity | Add +10.6% | 0.92% | −0.01 |
| SPXL Direxion Daily S&P 500 Bull | Add +0.2% | 0.14% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +1.4% | 0.18% | −0.01 |
| KO The Coca-Cola Co. | Add +2.9% | 0.40% | −0.01 |
| AVEE Avantis Em MKT SM Cap Eq ETF | Add +2.8% | 0.15% | −0.02 |
| CRM Salesforce Inc. | Add +4.6% | 0.21% | −0.02 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +1.6% | 1.11% | −0.03 |
| DFIC Dimensional International Co. | Add +11.7% | 4.01% | −0.03 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.4% | 0.37% | −0.04 |
| DFAT Dimensional US Target Value | Add +4.4% | 0.65% | −0.05 |
| DFAE Dimensional Emerging Core Eq | Add +0.1% | 0.42% | −0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.6% | 0.63% | −0.06 |
| AVDV Avantis Intl S/C Value ETF | Add +6.4% | 1.62% | −0.07 |
| AVES Avantis Emerging Markets Val | Add +0.2% | 0.55% | −0.07 |
| GOOGL Alphabet Inc. Class A | Add +2.4% | 0.24% | −0.07 |
| AMZN Amazon.com Inc. | Add +0.2% | 0.29% | −0.07 |
| AAPL Apple Inc. | Add +1.2% | 0.95% | −0.07 |
| VXUS Vanguard Total Intl Stock | Add +0.2% | 0.65% | −0.08 |
| BND Vanguard Total Bond Market | Add +0.7% | 0.59% | −0.09 |
| AVDE Avantis International Equity | Add +4.4% | 1.27% | −0.09 |
| AVLV Avantis US Large Cap Value | Add +0.0% | 0.81% | −0.12 |
| MSFT Microsoft Corp. | Add +0.8% | 0.54% | −0.13 |
| MMIT Nylim Mackay Muni Intermedia | Add +5.9% | 1.24% | −0.15 |
| IBMR iShares Ibonds Dec 2029 M BD | Add +0.6% | 1.19% | −0.20 |
| IBMQ iShares Ibonds Dec 2028 Muni | Add +0.6% | 1.19% | −0.20 |
| AVUS Avantis U.S. Equity ETF | Add +2.2% | 1.79% | −0.21 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 3.24% | −0.46 |
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 |