Cypress Point Wealth Management, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 8, 2025), Cypress Point Wealth Management, LLC reported 82 stock positions worth $494.2 million. Its top holding was Palantir Technologies Class A (PLTR) at 44.9% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 9.9%) and Avantis US LG Cap Eq ETF (AVLC, 6.5%). Compared with Q2 2025, it opened 8 new positions, sold out of 5, added to 26 and reduced 28. The biggest buy was Vanguard GLBL Ex-US Real Est (VNQI, shares +106%) and the biggest sale Meta Platforms Class A (META, shares −36%).

Most Recent 13F
Q2 2026
Location
DALLAS, TX
CIK
0001825611
Portfolio Value
$494.2M (Q3 2025)
SEC Filing
0002085853-25-000023 ↗ filed Oct 8, 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 Q2 2025 Q3 2025: $494.2M $494.2M Q3 2025 Q4 2025: $458.2M Q4 2025 Q1 2026: $464.3M Q1 2026 Q2 2026: $491.6M Q2 2026

Holdings 82 stocks · $494.2M
PLTR Palantir Technologies Inc. Class A 44.90% 1,216,357 $221.9M Reduce -1.4%
DFAC Dimensional US Core Equity 2 9.86% 1,263,305 $48.7M Add +7.4%
AVLC Avantis US LG Cap Eq ETF 6.48% 418,718 $32.0M Add +12.8%
DCOR Dimensional US Core Eq 1 ETF 3.32% 228,390 $16.4M Add +0.5%
DFIC Dimensional International Co. 3.25% 489,961 $16.1M Add +6.4%
DFUS Dimensional US Eq MKT ETF 2.81% 191,807 $13.9M Add +16.6%
VOO Vanguard S&P 500 ETF 2.62% 21,141 $12.9M Reduce -0.4%
VTI VG Morningstar TS MKT ETF-US 2.54% 38,238 $12.5M Reduce -0.3%
AVEM Avantis Emerging Markets Eq 1.39% 91,605 $6.9M Add +1.7%
VNQI Vanguard GLBL Ex-US Real Est 1.23% 126,814 $6.1M Add +106.0%
AVUS Avantis U.S. Equity ETF 1.18% 53,774 $5.8M Reduce -0.2%
DFAU Dimensional US Core Equity M 1.14% 122,772 $5.6M Reduce -1.9%
XOM Exxon Mobil Corp. 0.95% 41,708 $4.7M No change
AVDV Avantis Intl S/C Value ETF 0.90% 50,101 $4.5M Reduce -8.9%
SCHH Schwab US REIT ETF 0.85% 195,361 $4.2M Add +10.9%
SCHB Schwab US Broad Market ETF 0.78% 150,524 $3.9M Reduce -7.7%
AVDE Avantis International Equity 0.78% 48,885 $3.9M No change
VXUS Vanguard Total Intl Stock 0.65% 43,844 $3.2M Add +22.2%
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E 0.64% 130,545 $3.2M Reduce -0.3%
IBMQ iShares Ibonds Dec 2028 Muni 0.62% 119,536 $3.1M No change
IBMR iShares Ibonds Dec 2029 M BD 0.62% 119,718 $3.1M No change
IBMN iShares Ibonds Dec 2025 Term 0.61% 113,000 $3.0M No change
BND Vanguard Total Bond Market 0.59% 38,879 $2.9M Add +64.5%
META Meta Platforms Inc. Class A 0.56% 3,774 $2.8M Reduce -36.4%
AVSC Avantis US Small Cap Equity 0.56% 48,018 $2.7M Add +13.7%
VTV Vanguard Mrngstr Val ETF-Aui 0.52% 13,786 $2.6M Add +48.7%
VEU Vanguard Ftse All-World Ex-U 0.51% 35,168 $2.5M Add +76.4%
EEMS iShares MSCI Emerging MKT SM 0.47% 34,369 $2.3M Reduce -0.3%
BRK.A Berkshire Hathaway Inc. Class A 0.46% 3 $2.3M No change
AVLV Avantis US Large Cap Value 0.45% 30,793 $2.2M Reduce -2.2%
VB Vanguard Most SM-Cap ETF-Usd 0.44% 8,500 $2.2M No change
VUG Vanguard Mrngstar GR ETF-Sui 0.43% 4,403 $2.1M Add +88.7%
AVUV Avantis US Small Cap Value 0.42% 20,971 $2.1M Reduce -33.0%
DFGR Dim Global Real Estate ETF 0.40% 72,690 $2.0M Reduce -35.6%
AVIV Avantis Intl LRG Cap Val ETF 0.36% 26,515 $1.8M Reduce -0.3%
DFAI Dimensional International Co. 0.35% 48,133 $1.7M Add +0.0%
DFAX Dimensional World Ex US Core 0.31% 48,578 $1.5M Add +0.0%
VYM Vanguard High DVD Yield ETF 0.30% 10,407 $1.5M No change
IBDR iShares Ibonds Dec 2026 Term 0.29% 59,000 $1.4M No change
AVES Avantis Emerging Markets Val 0.29% 24,837 $1.4M Reduce -3.1%
AAPL Apple Inc. 0.28% 5,357 $1.4M Reduce -27.9%
DFAE Dimensional Emerging Core Eq 0.23% 36,758 $1.2M Reduce -6.8%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.20% 4,621 $965K Add +100.2%
KO The Coca-Cola Co. 0.18% 13,645 $905K Add +0.5%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.17% 35,000 $852K No change
MSFT Microsoft Corp. 0.17% 1,618 $838K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.16% 16,272 $815K No change
BLND Blend Labs Inc. Class A 0.16% 218,727 $798K Reduce -0.7%
IBDQ iShares Ibonds Dec 2025 Term 0.15% 30,000 $756K No change
IVV iShares Core S&P 500 ETF 0.14% 1,013 $678K Reduce -6.0%
CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY 0.13% 21,078 $651K Add +82.5%
WCLD Wisdomtree Cloud Computing 0.13% 17,633 $620K Add +80.0%
AVEE Avantis Em MKT SM Cap Eq ETF 0.12% 9,113 $584K Add +6.0%
GOOGL Alphabet Inc. Class A 0.11% 2,231 $542K Reduce -0.5%
DFAT Dimensional US Target Value 0.10% 8,316 $484K Reduce -18.1%
NFLX Netflix Inc. 0.09% 386 $463K No change
DFSV Dimensional US Small Cap Val 0.09% 14,153 $451K No change
IEFA iShares Core MSCI Eafe ETF 0.09% 5,064 $442K Reduce -18.6%
VUSB Vanguard Ultra Short Bond Et 0.09% 8,798 $440K Reduce -25.9%
T AT&T Inc. 0.08% 13,876 $392K Add +0.0%
DUSB Dimension Ultrashort Fi ETF 0.08% 7,562 $384K Reduce -12.4%
SGOL Abrdn Physical Gold Shares 0.08% 10,318 $380K New
CRM Salesforce Inc. 0.07% 1,543 $366K No change
VWO Vanguard Ftse Emerging Marke 0.07% 6,584 $357K New
ARTY iShares Future AI & Tech ETF 0.07% 7,722 $354K New
HOOD Robinhood Markets Inc. Class A 0.07% 2,359 $338K Reduce -9.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.07% 493 $328K Add +0.2%
TSLA Tesla Inc. 0.07% 730 $325K Add +0.6%
KKR KKR & Co. Inc. 0.06% 2,325 $302K No change
BIL SS SPDR BB 1-3M T-Bill ETF 0.06% 3,291 $302K Add +1.0%
EMXC iShares MSCI Emr MRK Ex Chna 0.06% 4,378 $296K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.06% 1,000 $294K Reduce -63.6%
EEMV iShares MSCI Emg MKT Min Vol 0.06% 4,460 $285K No change
AMZN Amazon.com Inc. 0.06% 1,275 $280K Reduce -5.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 5,255 $271K Add +0.0%
AVRE Avantis Real Estate ETF 0.05% 5,240 $233K Reduce -28.9%
BNDX Vanguard Total Intl Bond ETF 0.05% 4,588 $227K New
BX Blackstone Inc. 0.04% 1,290 $220K New
REET iShares Global REIT ETF 0.04% 8,434 $216K No change
FLD Fold Holdings Inc. filed as FOLD HLDGS INC 0.04% 54,504 $210K New
CRWD CrowdStrike Holdings Inc. Class A 0.04% 410 $201K No change
SYY Sysco Corp. 0.04% 2,431 $200K New

Portfolio Sells Q2 2025 → Q3 2025
META Meta Platforms Inc. Class A Reduce -36.4% 0.56% −0.50
DFGR Dim Global Real Estate ETF Reduce -35.6% 0.40% −0.34
VOO Vanguard S&P 500 ETF Reduce -0.4% 2.62% −0.32
VTI VG Morningstar TS MKT ETF-US Reduce -0.3% 2.54% −0.30
AVUV Avantis US Small Cap Value Reduce -33.0% 0.42% −0.27
SCHB Schwab US Broad Market ETF Reduce -7.7% 0.78% −0.16
AVDV Avantis Intl S/C Value ETF Reduce -8.9% 0.90% −0.16
DFAU Dimensional US Core Equity M Reduce -1.9% 1.14% −0.15
AVUS Avantis U.S. Equity ETF Reduce -0.2% 1.18% −0.14
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -63.6% 0.06% −0.13
MMIT Nylim Mackay Muni Intermedia Reduce -0.3% 0.64% −0.12
RKLB Rocket Lab Corp. Sold out 0.00% −0.11
AAPL Apple Inc. Reduce -27.9% 0.28% −0.10
MRK Merck & Co. Inc. Sold out 0.00% −0.09
DASH DoorDash Inc. Class A Sold out 0.00% −0.09
AFRM Affirm Holdings Inc. Sold out 0.00% −0.09
AVLV Avantis US Large Cap Value Reduce -2.2% 0.45% −0.07
EEMS iShares MSCI Emerging MKT SM Reduce -0.3% 0.47% −0.07
PFE Pfizer Inc. Sold out 0.00% −0.07
VUSB Vanguard Ultra Short Bond Et Reduce -25.9% 0.09% −0.06
AVES Avantis Emerging Markets Val Reduce -3.1% 0.29% −0.05
DFAE Dimensional Emerging Core Eq Reduce -6.8% 0.23% −0.04
AVIV Avantis Intl LRG Cap Val ETF Reduce -0.3% 0.36% −0.04
IEFA iShares Core MSCI Eafe ETF Reduce -18.6% 0.09% −0.04
DFAT Dimensional US Target Value Reduce -18.1% 0.10% −0.04
AVRE Avantis Real Estate ETF Reduce -28.9% 0.05% −0.03
DUSB Dimension Ultrashort Fi ETF Reduce -12.4% 0.08% −0.03
IVV iShares Core S&P 500 ETF Reduce -6.0% 0.14% −0.03
BLND Blend Labs Inc. Class A Reduce -0.7% 0.16% −0.02
AMZN Amazon.com Inc. Reduce -5.0% 0.06% −0.01
HOOD Robinhood Markets Inc. Class A Reduce -9.9% 0.07% +0.01
GOOGL Alphabet Inc. Class A Reduce -0.5% 0.11% +0.01
PLTR Palantir Technologies Inc. Class A Reduce -1.4% 44.90% +3.98

Portfolio Buys Q2 2025 → Q3 2025
VNQI Vanguard GLBL Ex-US Real Est Add +106.0% 1.23% +0.53
VEU Vanguard Ftse All-World Ex-U Add +76.4% 0.51% +0.18
VUG Vanguard Mrngstar GR ETF-Sui Add +88.7% 0.43% +0.18
BND Vanguard Total Bond Market Add +64.5% 0.59% +0.16
DFUS Dimensional US Eq MKT ETF Add +16.6% 2.81% +0.13
VTV Vanguard Mrngstr Val ETF-Aui Add +48.7% 0.52% +0.12
VBR Vngrd Mrngst SL-CP Val ETF-U Add +100.2% 0.20% +0.09
SGOL Abrdn Physical Gold Shares New 0.08% +0.08
VWO Vanguard Ftse Emerging Marke New 0.07% +0.07
ARTY iShares Future AI & Tech ETF New 0.07% +0.07
AVLC Avantis US LG Cap Eq ETF Add +12.8% 6.48% +0.06
EMXC iShares MSCI Emr MRK Ex Chna New 0.06% +0.06
CGNG Cap Group New Geography Eq Add +82.5% 0.13% +0.05
VXUS Vanguard Total Intl Stock Add +22.2% 0.65% +0.05
BNDX Vanguard Total Intl Bond ETF New 0.05% +0.05
BX Blackstone Inc. New 0.04% +0.04
FLD Fold Holdings Inc. New 0.04% +0.04
SYY Sysco Corp. New 0.04% +0.04
WCLD Wisdomtree Cloud Computing Add +80.0% 0.13% +0.04
AVSC Avantis US Small Cap Equity Add +13.7% 0.56% +0.03
TSLA Tesla Inc. Add +0.6% 0.07% +0.01
BAC Bank of America Corp. Add +0.0% 0.05% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +0.2% 0.07% −0.01
AVEE Avantis Em MKT SM Cap Eq ETF Add +6.0% 0.12% −0.01
BIL SS SPDR BB 1-3M T-Bill ETF Add +1.0% 0.06% −0.01
T AT&T Inc. Add +0.0% 0.08% −0.02
DFAX Dimensional World Ex US Core Add +0.0% 0.31% −0.04
KO The Coca-Cola Co. Add +0.5% 0.18% −0.05
DFAI Dimensional International Co. Add +0.0% 0.35% −0.05
SCHH Schwab US REIT ETF Add +10.9% 0.85% −0.06
AVEM Avantis Emerging Markets Eq Add +1.7% 1.39% −0.11
DFIC Dimensional International Co. Add +6.4% 3.25% −0.23
DCOR Dimensional US Core Eq 1 ETF Add +0.5% 3.32% −0.37
DFAC Dimensional US Core Equity 2 Add +7.4% 9.86% −0.40

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