Cypress Point Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), Cypress Point Wealth Management, LLC reported 69 stock positions worth $321.1 million. Its top holding was Palantir Technologies Class A (PLTR) at 35.4% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 12.1%) and Avantis US LG Cap Eq ETF (AVLC, 6.9%). Compared with Q3 2024, it opened 3 new positions, sold out of 9, added to 32 and reduced 25. The biggest buy was Dimensional US Eq MKT ETF (DFUS, shares +53%) and the biggest sale Exxon Mobil (XOM, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001825611
- Portfolio Value
- $321.1M (Q4 2024)
- SEC Filing
- 0001667731-25-000075 ↗ filed Jan 21, 2025
Holdings Value
Holdings 69 stocks · $321.1M
| PLTR Palantir Technologies Inc. Class A | 35.41% | 1,503,503 | $113.7M | Reduce -2.1% |
| DFAC Dimensional US Core Equity 2 | 12.09% | 1,122,198 | $38.8M | Add +9.7% |
| AVLC Avantis US LG Cap Eq ETF | 6.86% | 326,175 | $22.0M | Add +31.2% |
| DFIC Dimensional International Co. | 3.29% | 408,719 | $10.6M | Add +12.8% |
| VTI VG Morningstar TS MKT ETF-US | 3.09% | 34,259 | $9.9M | Add +9.9% |
| VOO Vanguard S&P 500 ETF | 2.75% | 16,409 | $8.8M | Add +4.9% |
| DFUS Dimensional US Eq MKT ETF | 2.34% | 117,630 | $7.5M | Add +52.9% |
| DFAU Dimensional US Core Equity M | 2.13% | 168,812 | $6.8M | Reduce -1.0% |
| TSLA Tesla Inc. | 1.93% | 15,354 | $6.2M | Reduce -1.9% |
| XOM Exxon Mobil Corp. | 1.80% | 53,643 | $5.8M | Reduce -8.7% |
| AVEM Avantis Emerging Markets Eq | 1.67% | 90,975 | $5.3M | Reduce -0.6% |
| AVUS Avantis U.S. Equity ETF | 1.50% | 49,843 | $4.8M | Add +4.3% |
| DCOR Dimensional US Core Eq 1 ETF | 1.30% | 65,220 | $4.2M | Add +18.6% |
| SCHB Schwab US Broad Market ETF | 1.22% | 172,411 | $3.9M | Reduce -13.1% |
| AVUV Avantis US Small Cap Value | 1.19% | 39,750 | $3.8M | Reduce -3.8% |
| AVDV Avantis Intl S/C Value ETF | 1.15% | 56,944 | $3.7M | Reduce -2.1% |
| SCHH Schwab US REIT ETF | 1.03% | 157,276 | $3.3M | Add +16.0% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.99% | 132,458 | $3.2M | Add +3.0% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.94% | 119,536 | $3.0M | Add +0.8% |
| IBMN iShares Ibonds Dec 2025 Term | 0.94% | 113,000 | $3.0M | No change |
| IBMR iShares Ibonds Dec 2029 M BD | 0.93% | 119,718 | $3.0M | Add +0.8% |
| AVDE Avantis International Equity | 0.93% | 48,672 | $3.0M | Add +1.2% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.79% | 64,199 | $2.5M | Add +6.5% |
| AVSC Avantis US Small Cap Equity | 0.78% | 45,860 | $2.5M | Add +5.6% |
| META Meta Platforms Inc. Class A | 0.76% | 4,190 | $2.5M | Reduce -22.4% |
| DFGR Dim Global Real Estate ETF | 0.75% | 93,838 | $2.4M | Add +57.7% |
| EEMS iShares MSCI Emerging MKT SM | 0.71% | 39,386 | $2.3M | Reduce -0.0% |
| AVLV Avantis US Large Cap Value | 0.65% | 31,479 | $2.1M | Add +0.0% |
| DFAI Dimensional International Co. | 0.63% | 69,413 | $2.0M | Add +12.7% |
| AAPL Apple Inc. | 0.57% | 7,333 | $1.8M | Reduce -29.6% |
| VXUS Vanguard Total Intl Stock | 0.57% | 30,906 | $1.8M | Add +20.4% |
| DFAX Dimensional World Ex US Core | 0.54% | 70,022 | $1.7M | Add +8.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.49% | 9,270 | $1.6M | Add +0.3% |
| BND Vanguard Total Bond Market | 0.48% | 21,645 | $1.6M | Add +8.6% |
| IBDR iShares Ibonds Dec 2026 Term | 0.44% | 59,000 | $1.4M | Add +90.3% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.44% | 27,246 | $1.4M | Reduce -0.0% |
| VYM Vanguard High DVD Yield ETF | 0.43% | 10,782 | $1.4M | No change |
| DFAT Dimensional US Target Value | 0.42% | 24,365 | $1.4M | Reduce -17.7% |
| AVES Avantis Emerging Markets Val | 0.42% | 28,976 | $1.3M | Add +7.2% |
| DFAE Dimensional Emerging Core Eq | 0.31% | 39,390 | $999K | Add +0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.30% | 2,333 | $958K | New |
| BLND Blend Labs Inc. Class A | 0.30% | 226,447 | $953K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.29% | 3,550 | $938K | Reduce -6.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.27% | 15,048 | $864K | Add +1.6% |
| KO The Coca-Cola Co. | 0.26% | 13,511 | $841K | Reduce -4.4% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.23% | 30,000 | $752K | No change |
| VUSB Vanguard Ultra Short Bond Et | 0.20% | 13,226 | $656K | Add +4.8% |
| MSFT Microsoft Corp. | 0.20% | 1,543 | $650K | Reduce -51.9% |
| DFSV Dimensional US Small Cap Val | 0.20% | 20,878 | $643K | Add +4.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.17% | 7,914 | $556K | No change |
| CRM Salesforce Inc. | 0.16% | 1,543 | $516K | Reduce -21.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.14% | 2,308 | $457K | Add +0.6% |
| DUSB Dimension Ultrashort Fi ETF | 0.13% | 8,537 | $432K | Reduce -4.2% |
| IVV iShares Core S&P 500 ETF | 0.13% | 694 | $409K | No change |
| AVEE Avantis Em MKT SM Cap Eq ETF | 0.13% | 7,542 | $402K | Add +15.5% |
| GOOGL Alphabet Inc. Class A | 0.12% | 2,104 | $398K | Reduce -41.8% |
| WCLD Wisdomtree Cloud Computing | 0.11% | 9,795 | $368K | No change |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.11% | 15,000 | $359K | New |
| KKR KKR & Co. Inc. | 0.11% | 2,325 | $344K | Reduce -6.6% |
| NFLX Netflix Inc. | 0.10% | 375 | $334K | Reduce -28.3% |
| AMZN Amazon.com Inc. | 0.10% | 1,417 | $311K | Reduce -63.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.09% | 3,202 | $293K | New |
| EEMV iShares MSCI Emg MKT Min Vol | 0.09% | 4,888 | $283K | Reduce -35.6% |
| REET iShares Global REIT ETF | 0.08% | 11,078 | $266K | Reduce -20.3% |
| AVRE Avantis Real Estate ETF | 0.08% | 6,099 | $256K | Add +7.8% |
| RUM Rum Group Inc. filed as RUMBLE INC | 0.08% | 18,883 | $246K | Add +3.6% |
| BX Blackstone Inc. | 0.07% | 1,290 | $222K | Reduce -11.8% |
| OSCR Oscar Health Inc. Class A | 0.05% | 11,499 | $155K | No change |
| ERNEXA THERAPEUTICS INC filed as ETERNA THERAPEUTICS INC | 0.01% | 94,375 | $28K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| XOM Exxon Mobil Corp. | Reduce -8.7% | 1.80% | −0.91 |
| AVEM Avantis Emerging Markets Eq | Reduce -0.6% | 1.67% | −0.66 |
| DFAU Dimensional US Core Equity M | Reduce -1.0% | 2.13% | −0.53 |
| SCHB Schwab US Broad Market ETF | Reduce -13.1% | 1.22% | −0.51 |
| AVDV Avantis Intl S/C Value ETF | Reduce -2.1% | 1.15% | −0.46 |
| META Meta Platforms Inc. Class A | Reduce -22.4% | 0.76% | −0.45 |
| AAPL Apple Inc. | Reduce -29.6% | 0.57% | −0.38 |
| AVUV Avantis US Small Cap Value | Reduce -3.8% | 1.19% | −0.36 |
| MSFT Microsoft Corp. | Reduce -51.9% | 0.20% | −0.34 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.28 |
| EEMS iShares MSCI Emerging MKT SM | Reduce -0.0% | 0.71% | −0.27 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.26 |
| DFAT Dimensional US Target Value | Reduce -17.7% | 0.42% | −0.22 |
| AMZN Amazon.com Inc. | Reduce -63.9% | 0.10% | −0.19 |
| NOK Nokia Corp.-Spon ADR | Sold out | 0.00% | −0.17 |
| AVIV Avantis Intl LRG Cap Val ETF | Reduce -0.0% | 0.44% | −0.16 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.14 |
| SPXL Direxion Daily S&P 500 Bull | Sold out | 0.00% | −0.14 |
| KO The Coca-Cola Co. | Reduce -4.4% | 0.26% | −0.14 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.13 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.12 |
| GOOGL Alphabet Inc. Class A | Reduce -41.8% | 0.12% | −0.11 |
| USRT iShares Core US REIT ETF | Sold out | 0.00% | −0.11 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -6.6% | 0.29% | −0.10 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -35.6% | 0.09% | −0.10 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.09 |
| REET iShares Global REIT ETF | Reduce -20.3% | 0.08% | −0.06 |
| CRM Salesforce Inc. | Reduce -21.4% | 0.16% | −0.05 |
| DUSB Dimension Ultrashort Fi ETF | Reduce -4.2% | 0.13% | −0.04 |
| NFLX Netflix Inc. | Reduce -28.3% | 0.10% | −0.04 |
| KKR KKR & Co. Inc. | Reduce -6.6% | 0.11% | −0.02 |
| BX Blackstone Inc. | Reduce -11.8% | 0.07% | −0.02 |
| TSLA Tesla Inc. | Reduce -1.9% | 1.93% | +0.32 |
| PLTR Palantir Technologies Inc. Class A | Reduce -2.1% | 35.41% | +12.96 |
Portfolio Buys Q3 2024 → Q4 2024
| DFUS Dimensional US Eq MKT ETF | Add +52.9% | 2.34% | +0.46 |
| AVLC Avantis US LG Cap Eq ETF | Add +31.2% | 6.86% | +0.41 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.30% | +0.30 |
| IBDR iShares Ibonds Dec 2026 Term | Add +90.3% | 0.44% | +0.15 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | New | 0.11% | +0.11 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.09% | +0.09 |
| DFGR Dim Global Real Estate ETF | Add +57.7% | 0.75% | +0.07 |
| RUM Rum Group Inc. | Add +3.6% | 0.08% | +0.04 |
| AVRE Avantis Real Estate ETF | Add +7.8% | 0.08% | −0.03 |
| AVEE Avantis Em MKT SM Cap Eq ETF | Add +15.5% | 0.13% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.6% | 0.14% | −0.04 |
| DFSV Dimensional US Small Cap Val | Add +4.6% | 0.20% | −0.04 |
| VUSB Vanguard Ultra Short Bond Et | Add +4.8% | 0.20% | −0.04 |
| DCOR Dimensional US Core Eq 1 ETF | Add +18.6% | 1.30% | −0.07 |
| VXUS Vanguard Total Intl Stock | Add +20.4% | 0.57% | −0.09 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.6% | 0.27% | −0.10 |
| BND Vanguard Total Bond Market | Add +8.6% | 0.48% | −0.10 |
| DFAE Dimensional Emerging Core Eq | Add +0.1% | 0.31% | −0.11 |
| AVES Avantis Emerging Markets Val | Add +7.2% | 0.42% | −0.14 |
| DFAI Dimensional International Co. | Add +12.7% | 0.63% | −0.14 |
| DFAX Dimensional World Ex US Core | Add +8.4% | 0.54% | −0.14 |
| AVSC Avantis US Small Cap Equity | Add +5.6% | 0.78% | −0.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.3% | 0.49% | −0.15 |
| AVLV Avantis US Large Cap Value | Add +0.0% | 0.65% | −0.16 |
| SCHH Schwab US REIT ETF | Add +16.0% | 1.03% | −0.20 |
| MMIT Nylim Mackay Muni Intermedia | Add +3.0% | 0.99% | −0.25 |
| IBMQ iShares Ibonds Dec 2028 Muni | Add +0.8% | 0.94% | −0.26 |
| IBMR iShares Ibonds Dec 2029 M BD | Add +0.8% | 0.93% | −0.26 |
| AVUS Avantis U.S. Equity ETF | Add +4.3% | 1.50% | −0.28 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +6.5% | 0.79% | −0.32 |
| AVDE Avantis International Equity | Add +1.2% | 0.93% | −0.34 |
| VTI VG Morningstar TS MKT ETF-US | Add +9.9% | 3.09% | −0.38 |
| VOO Vanguard S&P 500 ETF | Add +4.9% | 2.75% | −0.49 |
| DFIC Dimensional International Co. | Add +12.8% | 3.29% | −0.72 |
| DFAC Dimensional US Core Equity 2 | Add +9.7% | 12.09% | −1.69 |
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 |