Cypress Point Wealth Management, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 10, 2025), Cypress Point Wealth Management, LLC reported 79 stock positions worth $410.8 million. Its top holding was Palantir Technologies Class A (PLTR) at 40.9% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 10.3%) and Avantis US LG Cap Eq ETF (AVLC, 6.4%). Compared with Q1 2025, it opened 13 new positions, sold out of 2, added to 30 and reduced 19. The biggest buy was Palantir Technologies Class A (PLTR, shares +0%) and the biggest sale Avantis US LG Cap Eq ETF (AVLC, shares −19%).

Most Recent 13F
Q2 2026
Location
DALLAS, TX
CIK
0001825611
Portfolio Value
$410.8M (Q2 2025)
SEC Filing
0001667731-25-000764 ↗ filed Jul 10, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $195.3M Q1 2024 Q2 2024: $211.2M Q2 2024 Q3 2024: $254.6M Q3 2024 Q4 2024: $321.1M Q4 2024 Q1 2025: $315.3M Q1 2025 Q2 2025: $410.8M $410.8M Q2 2025 Q3 2025: $494.2M Q3 2025 Q4 2025: $458.2M Q4 2025 Q1 2026: $464.3M Q1 2026 Q2 2026: $491.6M Q2 2026

Holdings 79 stocks · $410.8M
PLTR Palantir Technologies Inc. Class A 40.92% 1,233,132 $168.1M Add +0.3%
DFAC Dimensional US Core Equity 2 10.26% 1,176,085 $42.2M Reduce -4.2%
AVLC Avantis US LG Cap Eq ETF 6.42% 371,291 $26.4M Reduce -18.9%
DCOR Dimensional US Core Eq 1 ETF 3.70% 227,308 $15.2M Add +217.7%
DFIC Dimensional International Co. 3.48% 460,415 $14.3M Add +6.3%
VOO Vanguard S&P 500 ETF 2.94% 21,228 $12.1M Add +64.9%
VTI VG Morningstar TS MKT ETF-US 2.84% 38,337 $11.7M Add +12.8%
DFUS Dimensional US Eq MKT ETF 2.68% 164,500 $11.0M Reduce -2.4%
AVEM Avantis Emerging Markets Eq 1.50% 90,040 $6.2M Add +0.2%
AVUS Avantis U.S. Equity ETF 1.32% 53,887 $5.4M Add +4.8%
DFAU Dimensional US Core Equity M 1.29% 125,125 $5.3M Reduce -24.2%
XOM Exxon Mobil Corp. 1.09% 41,708 $4.5M Reduce -16.3%
META Meta Platforms Inc. Class A 1.07% 5,929 $4.4M Add +43.6%
AVDV Avantis Intl S/C Value ETF 1.06% 54,971 $4.4M Reduce -4.0%
SCHB Schwab US Broad Market ETF 0.95% 163,152 $3.9M Add +0.4%
SCHH Schwab US REIT ETF 0.91% 176,210 $3.7M Add +5.7%
AVDE Avantis International Equity 0.88% 48,885 $3.6M Reduce -0.9%
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E 0.76% 130,965 $3.1M Reduce -3.1%
IBMQ iShares Ibonds Dec 2028 Muni 0.74% 119,536 $3.0M No change
DFGR Dim Global Real Estate ETF 0.74% 112,836 $3.0M Add +0.2%
IBMN iShares Ibonds Dec 2025 Term 0.74% 113,000 $3.0M No change
IBMR iShares Ibonds Dec 2029 M BD 0.74% 119,718 $3.0M No change
AVUV Avantis US Small Cap Value 0.69% 31,279 $2.8M Reduce -12.4%
VNQI Vanguard GLBL Ex-US Real Est 0.69% 61,556 $2.8M No change
VXUS Vanguard Total Intl Stock 0.60% 35,891 $2.5M No change
EEMS iShares MSCI Emerging MKT SM 0.54% 34,479 $2.2M Add +0.1%
BRK.A Berkshire Hathaway Inc. Class A 0.53% 3 $2.2M No change
AVSC Avantis US Small Cap Equity 0.53% 42,241 $2.2M Reduce -13.6%
AVLV Avantis US Large Cap Value 0.52% 31,482 $2.1M Add +0.0%
VB Vanguard Most SM-Cap ETF-Usd 0.49% 8,500 $2.0M New
BND Vanguard Total Bond Market 0.42% 23,636 $1.7M Add +4.9%
DFAI Dimensional International Co. 0.41% 48,129 $1.7M Reduce -4.3%
AVIV Avantis Intl LRG Cap Val ETF 0.40% 26,605 $1.7M Reduce -0.2%
VTV Vanguard Mrngstr Val ETF-Aui 0.40% 9,270 $1.6M No change
AAPL Apple Inc. 0.37% 7,432 $1.5M Add +1.9%
IBDR iShares Ibonds Dec 2026 Term 0.35% 59,000 $1.4M No change
DFAX Dimensional World Ex US Core 0.35% 48,565 $1.4M Add +4.5%
VYM Vanguard High DVD Yield ETF 0.34% 10,407 $1.4M No change
AVES Avantis Emerging Markets Val 0.33% 25,637 $1.4M Reduce -7.3%
VEU Vanguard Ftse All-World Ex-U 0.33% 19,939 $1.3M Add +32.1%
DFAE Dimensional Emerging Core Eq 0.28% 39,429 $1.1M Add +0.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.25% 2,333 $1.0M No change
KO The Coca-Cola Co. 0.23% 13,578 $961K Add +0.5%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.21% 35,000 $849K Add +133.3%
MSFT Microsoft Corp. 0.20% 1,618 $805K Add +4.9%
VTEB Vanguard Tax-Exempt Bond ETF 0.19% 16,272 $798K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.19% 2,750 $770K No change
IBDQ iShares Ibonds Dec 2025 Term 0.18% 30,000 $755K No change
BLND Blend Labs Inc. Class A 0.18% 220,284 $727K Reduce -2.7%
IVV iShares Core S&P 500 ETF 0.16% 1,078 $669K Add +55.3%
VUSB Vanguard Ultra Short Bond Et 0.14% 11,873 $592K Add +12.9%
DFAT Dimensional US Target Value 0.13% 10,149 $548K Reduce -49.1%
IEFA iShares Core MSCI Eafe ETF 0.13% 6,225 $520K Reduce -21.3%
AVEE Avantis Em MKT SM Cap Eq ETF 0.13% 8,595 $518K Reduce -11.6%
NFLX Netflix Inc. 0.13% 386 $517K Add +2.9%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.11% 2,308 $450K No change
RKLB Rocket Lab Corp. 0.11% 12,517 $448K New
DUSB Dimension Ultrashort Fi ETF 0.11% 8,634 $438K Add +0.6%
CRM Salesforce Inc. 0.10% 1,543 $421K No change
DFSV Dimensional US Small Cap Val 0.10% 14,153 $417K Reduce -32.2%
T AT&T Inc. 0.10% 13,871 $401K New
GOOGL Alphabet Inc. Class A 0.10% 2,242 $395K Add +7.8%
MRK Merck & Co. Inc. 0.09% 4,738 $375K New
DASH DoorDash Inc. Class A 0.09% 1,500 $370K New
AFRM Affirm Holdings Inc. 0.09% 5,253 $363K New
WCLD Wisdomtree Cloud Computing 0.09% 9,795 $354K No change
CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY 0.08% 11,550 $333K New
AVRE Avantis Real Estate ETF 0.08% 7,368 $325K Add +1.1%
KKR KKR & Co. Inc. 0.08% 2,325 $309K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.07% 492 $304K Add +1.0%
BIL SS SPDR BB 1-3M T-Bill ETF 0.07% 3,258 $299K Add +1.1%
AMZN Amazon.com Inc. 0.07% 1,342 $294K Add +3.3%
PFE Pfizer Inc. 0.07% 11,714 $284K New
EEMV iShares MSCI Emg MKT Min Vol 0.07% 4,460 $280K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 5,253 $249K New
HOOD Robinhood Markets Inc. Class A 0.06% 2,619 $245K New
TSLA Tesla Inc. 0.06% 726 $231K New
CRWD CrowdStrike Holdings Inc. Class A 0.05% 410 $209K New
REET iShares Global REIT ETF 0.05% 8,434 $208K Reduce -8.7%

Portfolio Sells Q1 2025 → Q2 2025
AVLC Avantis US LG Cap Eq ETF Reduce -18.9% 6.42% −2.91
DFAC Dimensional US Core Equity 2 Reduce -4.2% 10.26% −2.58
XOM Exxon Mobil Corp. Reduce -16.3% 1.09% −0.79
DFAU Dimensional US Core Equity M Reduce -24.2% 1.29% −0.72
DFUS Dimensional US Eq MKT ETF Reduce -2.4% 2.68% −0.55
AVUV Avantis US Small Cap Value Reduce -12.4% 0.69% −0.29
MMIT Nylim Mackay Muni Intermedia Reduce -3.1% 0.76% −0.27
AVSC Avantis US Small Cap Equity Reduce -13.6% 0.53% −0.22
AVDV Avantis Intl S/C Value ETF Reduce -4.0% 1.06% −0.21
DFAT Dimensional US Target Value Reduce -49.1% 0.13% −0.19
AVDE Avantis International Equity Reduce -0.9% 0.88% −0.16
DFAI Dimensional International Co. Reduce -4.3% 0.41% −0.09
DFSV Dimensional US Small Cap Val Reduce -32.2% 0.10% −0.09
AVES Avantis Emerging Markets Val Reduce -7.3% 0.33% −0.08
AVIV Avantis Intl LRG Cap Val ETF Reduce -0.2% 0.40% −0.08
BLND Blend Labs Inc. Class A Reduce -2.7% 0.18% −0.06
IEFA iShares Core MSCI Eafe ETF Reduce -21.3% 0.13% −0.06
RUM Rum Group Inc. Sold out 0.00% −0.04
AVEE Avantis Em MKT SM Cap Eq ETF Reduce -11.6% 0.13% −0.04
REET iShares Global REIT ETF Reduce -8.7% 0.05% −0.02
ERNEXA THERAPEUTICS INC Sold out 0.00% −0.01

Portfolio Buys Q1 2025 → Q2 2025
PLTR Palantir Technologies Inc. Class A Add +0.3% 40.92% +8.02
DCOR Dimensional US Core Eq 1 ETF Add +217.7% 3.70% +2.31
VOO Vanguard S&P 500 ETF Add +64.9% 2.94% +0.84
VB Vanguard Most SM-Cap ETF-Usd New 0.49% +0.49
META Meta Platforms Inc. Class A Add +43.6% 1.07% +0.31
VTEB Vanguard Tax-Exempt Bond ETF New 0.19% +0.19
RKLB Rocket Lab Corp. New 0.11% +0.11
T AT&T Inc. New 0.10% +0.10
IBDS Ishrs Ibnds Dec 27 Corp. ETF Add +133.3% 0.21% +0.09
MRK Merck & Co. Inc. New 0.09% +0.09
DASH DoorDash Inc. Class A New 0.09% +0.09
AFRM Affirm Holdings Inc. New 0.09% +0.09
CGNG Cap Group New Geography Eq New 0.08% +0.08
PFE Pfizer Inc. New 0.07% +0.07
BAC Bank of America Corp. New 0.06% +0.06
HOOD Robinhood Markets Inc. Class A New 0.06% +0.06
TSLA Tesla Inc. New 0.06% +0.06
CRWD CrowdStrike Holdings Inc. Class A New 0.05% +0.05
IVV iShares Core S&P 500 ETF Add +55.3% 0.16% +0.04
VEU Vanguard Ftse All-World Ex-U Add +32.1% 0.33% +0.04
NFLX Netflix Inc. Add +2.9% 0.13% +0.01
MSFT Microsoft Corp. Add +4.9% 0.20% +0.01
GOOGL Alphabet Inc. Class A Add +7.8% 0.10% −0.01
AMZN Amazon.com Inc. Add +3.3% 0.07% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +1.0% 0.07% −0.01
AVRE Avantis Real Estate ETF Add +1.1% 0.08% −0.02
BIL SS SPDR BB 1-3M T-Bill ETF Add +1.1% 0.07% −0.02
VUSB Vanguard Ultra Short Bond Et Add +12.9% 0.14% −0.02
DUSB Dimension Ultrashort Fi ETF Add +0.6% 0.11% −0.03
DFAX Dimensional World Ex US Core Add +4.5% 0.35% −0.04
DFAE Dimensional Emerging Core Eq Add +0.1% 0.28% −0.05
EEMS iShares MSCI Emerging MKT SM Add +0.1% 0.54% −0.06
KO The Coca-Cola Co. Add +0.5% 0.23% −0.07
BND Vanguard Total Bond Market Add +4.9% 0.42% −0.10
VTI VG Morningstar TS MKT ETF-US Add +12.8% 2.84% −0.13
AVLV Avantis US Large Cap Value Add +0.0% 0.52% −0.13
AAPL Apple Inc. Add +1.9% 0.37% −0.14
SCHB Schwab US Broad Market ETF Add +0.4% 0.95% −0.16
AVUS Avantis U.S. Equity ETF Add +4.8% 1.32% −0.18
DFGR Dim Global Real Estate ETF Add +0.2% 0.74% −0.20
AVEM Avantis Emerging Markets Eq Add +0.2% 1.50% −0.21
SCHH Schwab US REIT ETF Add +5.7% 0.91% −0.23
DFIC Dimensional International Co. Add +6.3% 3.48% −0.33

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 142$491.6MPLTR, DFAC, AVLC, DFUS, DFIC
Q1 2026 123$464.3MPLTR, DFAC, AVLC, DFIC, DFUS
Q4 2025 90$458.2MPLTR, DFAC, AVLC, DCOR, DFIC
Q3 2025 82$494.2MPLTR, DFAC, AVLC, DCOR, DFIC
Q2 2025 79$410.8MPLTR, DFAC, AVLC, DCOR, DFIC
Q1 2025 68$315.3MPLTR, DFAC, AVLC, DFIC, DFUS
Q4 2024 69$321.1MPLTR, DFAC, AVLC, DFIC, VTI
Q3 2024 75$254.6MPLTR, DFAC, AVLC, DFIC, VTI
Q2 2024 72$211.2MPLTR, DFAC, AVLC, DFIC, VTI
Q1 2024 71$195.3MPLTR, DFAC, AVLC, DFIC, VOO