Cypress Point Wealth Management, LLC

Name: Cypress Point Wealth Management, LLC 13F holdings, Q1 2025
Creator: Cypress Point Wealth Management, LLC
Published: 2025-04-16

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), Cypress Point Wealth Management, LLC reported 68 stock positions worth $315.3 million. Its top holding was Palantir Technologies Class A (PLTR) at 32.9% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 12.8%) and Avantis US LG Cap Eq ETF (AVLC, 9.3%). Compared with Q4 2024, it opened 2 new positions, sold out of 3, added to 21 and reduced 25. The biggest buy was Avantis US LG Cap Eq ETF (AVLC, shares +40%) and the biggest sale Palantir Technologies Class A (PLTR, shares −18%).

Most Recent 13F: Q2 2026
Location: DALLAS, TX
CIK: 0001825611
Portfolio Value: $315.3M (Q1 2025)
SEC Filing: 0001667731-25-000439 ↗ filed Apr 16, 2025

Holdings Value

Holdings 68 stocks · $315.3M


PLTR Palantir Technologies Inc. Class A	32.91%	1,229,192	$103.7M	Reduce -18.2%
DFAC Dimensional US Core Equity 2	12.84%	1,227,069	$40.5M	Add +9.3%
AVLC Avantis US LG Cap Eq ETF	9.33%	458,063	$29.4M	Add +40.4%
DFIC Dimensional International Co.	3.81%	432,978	$12.0M	Add +5.9%
DFUS Dimensional US Eq MKT ETF	3.23%	168,511	$10.2M	Add +43.3%
VTI VG Morningstar TS MKT ETF-US	2.96%	33,986	$9.3M	Reduce -0.8%
VOO Vanguard S&P 500 ETF	2.10%	12,871	$6.6M	Reduce -21.6%
DFAU Dimensional US Core Equity M	2.01%	165,109	$6.3M	Reduce -2.2%
XOM Exxon Mobil Corp.	1.88%	49,852	$5.9M	Reduce -7.1%
AVEM Avantis Emerging Markets Eq	1.71%	89,848	$5.4M	Reduce -1.2%
AVUS Avantis U.S. Equity ETF	1.51%	51,405	$4.7M	Add +3.1%
DCOR Dimensional US Core Eq 1 ETF	1.39%	71,553	$4.4M	Add +9.7%
AVDV Avantis Intl S/C Value ETF	1.27%	57,275	$4.0M	Add +0.6%
SCHH Schwab US REIT ETF	1.14%	166,734	$3.6M	Add +6.0%
SCHB Schwab US Broad Market ETF	1.11%	162,462	$3.5M	Reduce -5.8%
AVDE Avantis International Equity	1.04%	49,317	$3.3M	Add +1.3%
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E	1.03%	135,154	$3.2M	Add +2.0%
AVUV Avantis US Small Cap Value	0.99%	35,705	$3.1M	Reduce -10.2%
IBMQ iShares Ibonds Dec 2028 Muni	0.96%	119,536	$3.0M	No change
IBMN iShares Ibonds Dec 2025 Term	0.96%	113,000	$3.0M	No change
IBMR iShares Ibonds Dec 2029 M BD	0.95%	119,718	$3.0M	No change
DFGR Dim Global Real Estate ETF	0.94%	112,586	$3.0M	Add +20.0%
VNQI Vanguard GLBL Ex-US Real Est	0.79%	61,556	$2.5M	Reduce -4.1%
BRK.A Berkshire Hathaway Inc. Class A	0.76%	3	$2.4M	New
META Meta Platforms Inc. Class A	0.76%	4,130	$2.4M	Reduce -1.4%
AVSC Avantis US Small Cap Equity	0.75%	48,891	$2.4M	Add +6.6%
VXUS Vanguard Total Intl Stock	0.71%	35,891	$2.2M	Add +16.1%
AVLV Avantis US Large Cap Value	0.65%	31,481	$2.1M	Add +0.0%
EEMS iShares MSCI Emerging MKT SM	0.61%	34,463	$1.9M	Reduce -12.5%
BND Vanguard Total Bond Market	0.53%	22,535	$1.7M	Add +4.1%
AAPL Apple Inc.	0.51%	7,293	$1.6M	Reduce -0.6%
VTV Vanguard Mrngstr Val ETF-Aui	0.51%	9,270	$1.6M	No change
DFAI Dimensional International Co.	0.50%	50,291	$1.6M	Reduce -27.6%
AVIV Avantis Intl LRG Cap Val ETF	0.48%	26,668	$1.5M	Reduce -2.1%
IBDR iShares Ibonds Dec 2026 Term	0.45%	59,000	$1.4M	No change
VYM Vanguard High DVD Yield ETF	0.43%	10,407	$1.3M	Reduce -3.5%
AVES Avantis Emerging Markets Val	0.41%	27,670	$1.3M	Reduce -4.5%
DFAX Dimensional World Ex US Core	0.39%	46,472	$1.2M	Reduce -33.6%
DFAT Dimensional US Target Value	0.33%	19,941	$1.0M	Reduce -18.2%
DFAE Dimensional Emerging Core Eq	0.32%	39,398	$1.0M	Add +0.0%
KO The Coca-Cola Co.	0.31%	13,511	$968K	No change
VEU Vanguard Ftse All-World Ex-U	0.29%	15,097	$916K	Add +0.3%
VUG Vanguard Mrngstar GR ETF-Sui	0.27%	2,333	$865K	No change
BLND Blend Labs Inc. Class A	0.24%	226,447	$759K	No change
IBDQ iShares Ibonds Dec 2025 Term	0.24%	30,000	$755K	No change
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.23%	2,750	$711K	Reduce -22.5%
IEFA iShares Core MSCI Eafe ETF	0.19%	7,914	$599K	No change
DFSV Dimensional US Small Cap Val	0.19%	20,878	$588K	No change
MSFT Microsoft Corp.	0.18%	1,543	$579K	No change
VUSB Vanguard Ultra Short Bond Et	0.17%	10,514	$524K	Reduce -20.5%
AVEE Avantis Em MKT SM Cap Eq ETF	0.16%	9,726	$511K	Add +29.0%
DUSB Dimension Ultrashort Fi ETF	0.14%	8,579	$435K	Add +0.5%
VBR Vngrd Mrngst SL-CP Val ETF-U	0.14%	2,308	$430K	No change
CRM Salesforce Inc.	0.13%	1,543	$414K	No change
IVV iShares Core S&P 500 ETF	0.12%	694	$390K	No change
IBDS Ishrs Ibnds Dec 27 Corp. ETF	0.12%	15,000	$363K	No change
NFLX Netflix Inc.	0.11%	375	$350K	No change
GOOGL Alphabet Inc. Class A	0.10%	2,080	$322K	Reduce -1.1%
WCLD Wisdomtree Cloud Computing	0.10%	9,795	$318K	No change
AVRE Avantis Real Estate ETF	0.10%	7,284	$313K	Add +19.4%
BIL SS SPDR BB 1-3M T-Bill ETF	0.09%	3,224	$296K	Add +0.7%
SPY SS SPDR S&P 500 ETF Trust-US	0.09%	487	$272K	New
KKR KKR & Co. Inc.	0.09%	2,325	$269K	No change
EEMV iShares MSCI Emg MKT Min Vol	0.08%	4,460	$260K	Reduce -8.8%
AMZN Amazon.com Inc.	0.08%	1,299	$247K	Reduce -8.3%
REET iShares Global REIT ETF	0.07%	9,240	$224K	Reduce -16.6%
RUM Rum Group Inc. filed as RUMBLE INC	0.04%	18,221	$129K	Reduce -3.5%
ERNEXA THERAPEUTICS INC	0.01%	94,375	$17K	No change

Portfolio Sells Q4 2024 → Q1 2025


PLTR Palantir Technologies Inc. Class A	Reduce -18.2%	32.91%	−2.50
TSLA Tesla Inc.	Sold out	0.00%	−1.93
VOO Vanguard S&P 500 ETF	Reduce -21.6%	2.10%	−0.66
AVUV Avantis US Small Cap Value	Reduce -10.2%	0.99%	−0.21
DFAX Dimensional World Ex US Core	Reduce -33.6%	0.39%	−0.16
DFAI Dimensional International Co.	Reduce -27.6%	0.50%	−0.13
VTI VG Morningstar TS MKT ETF-US	Reduce -0.8%	2.96%	−0.13
DFAU Dimensional US Core Equity M	Reduce -2.2%	2.01%	−0.12
SCHB Schwab US Broad Market ETF	Reduce -5.8%	1.11%	−0.11
EEMS iShares MSCI Emerging MKT SM	Reduce -12.5%	0.61%	−0.11
DFAT Dimensional US Target Value	Reduce -18.2%	0.33%	−0.10
BX Blackstone Inc.	Sold out	0.00%	−0.07
VO Vngrd Mrngstr MD-Cap ETF-Usd	Reduce -22.5%	0.23%	−0.07
AAPL Apple Inc.	Reduce -0.6%	0.51%	−0.06
OSCR Oscar Health Inc. Class A	Sold out	0.00%	−0.05
VUSB Vanguard Ultra Short Bond Et	Reduce -20.5%	0.17%	−0.04
RUM Rum Group Inc.	Reduce -3.5%	0.04%	−0.04
GOOGL Alphabet Inc. Class A	Reduce -1.1%	0.10%	−0.02
AMZN Amazon.com Inc.	Reduce -8.3%	0.08%	−0.02
REET iShares Global REIT ETF	Reduce -16.6%	0.07%	−0.01
META Meta Platforms Inc. Class A	Reduce -1.4%	0.76%	−0.01
EEMV iShares MSCI Emg MKT Min Vol	Reduce -8.8%	0.08%	−0.01
AVES Avantis Emerging Markets Val	Reduce -4.5%	0.41%	−0.00
VYM Vanguard High DVD Yield ETF	Reduce -3.5%	0.43%	−0.00
VNQI Vanguard GLBL Ex-US Real Est	Reduce -4.1%	0.79%	−0.00
AVIV Avantis Intl LRG Cap Val ETF	Reduce -2.1%	0.48%	+0.04
AVEM Avantis Emerging Markets Eq	Reduce -1.2%	1.71%	+0.05
XOM Exxon Mobil Corp.	Reduce -7.1%	1.88%	+0.08

Portfolio Buys Q4 2024 → Q1 2025


AVLC Avantis US LG Cap Eq ETF	Add +40.4%	9.33%	+2.47
DFUS Dimensional US Eq MKT ETF	Add +43.3%	3.23%	+0.90
BRK.A Berkshire Hathaway Inc. Class A	New	0.76%	+0.76
DFAC Dimensional US Core Equity 2	Add +9.3%	12.84%	+0.75
DFIC Dimensional International Co.	Add +5.9%	3.81%	+0.52
DFGR Dim Global Real Estate ETF	Add +20.0%	0.94%	+0.19
VXUS Vanguard Total Intl Stock	Add +16.1%	0.71%	+0.14
AVDV Avantis Intl S/C Value ETF	Add +0.6%	1.27%	+0.11
AVDE Avantis International Equity	Add +1.3%	1.04%	+0.11
SCHH Schwab US REIT ETF	Add +6.0%	1.14%	+0.11
DCOR Dimensional US Core Eq 1 ETF	Add +9.7%	1.39%	+0.09
SPY SS SPDR S&P 500 ETF Trust-US	New	0.09%	+0.09
BND Vanguard Total Bond Market	Add +4.1%	0.53%	+0.04
MMIT Nylim Mackay Muni Intermedia	Add +2.0%	1.03%	+0.04
AVEE Avantis Em MKT SM Cap Eq ETF	Add +29.0%	0.16%	+0.04
VEU Vanguard Ftse All-World Ex-U	Add +0.3%	0.29%	+0.02
AVRE Avantis Real Estate ETF	Add +19.4%	0.10%	+0.02
DFAE Dimensional Emerging Core Eq	Add +0.0%	0.32%	+0.01
DUSB Dimension Ultrashort Fi ETF	Add +0.5%	0.14%	+0.00
BIL SS SPDR BB 1-3M T-Bill ETF	Add +0.7%	0.09%	+0.00
AVUS Avantis U.S. Equity ETF	Add +3.1%	1.51%	+0.00
AVLV Avantis US Large Cap Value	Add +0.0%	0.65%	−0.00
AVSC Avantis US Small Cap Equity	Add +6.6%	0.75%	−0.03

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