Cypress Point Wealth Management, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), Cypress Point Wealth Management, LLC reported 90 stock positions worth $458.2 million. Its top holding was Palantir Technologies Class A (PLTR) at 35.9% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 11.3%) and Avantis US LG Cap Eq ETF (AVLC, 7.9%). Compared with Q3 2025, it opened 13 new positions, sold out of 5, added to 38 and reduced 17. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +3%) and the biggest sale Palantir Technologies Class A (PLTR, shares −24%).

Most Recent 13F
Q2 2026
Location
DALLAS, TX
CIK
0001825611
Portfolio Value
$458.2M (Q4 2025)
SEC Filing
0002085853-26-000160 ↗ filed Feb 2, 2026

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 Q3 2025 Q4 2025: $458.2M $458.2M Q4 2025 Q1 2026: $464.3M Q1 2026 Q2 2026: $491.6M Q2 2026

Holdings 90 stocks · $458.2M
PLTR Palantir Technologies Inc. Class A 35.92% 925,880 $164.6M Reduce -23.9%
DFAC Dimensional US Core Equity 2 11.29% 1,306,938 $51.7M Add +3.5%
AVLC Avantis US LG Cap Eq ETF 7.86% 457,783 $36.0M Add +9.3%
DCOR Dimensional US Core Eq 1 ETF 3.80% 236,146 $17.4M Add +3.4%
DFIC Dimensional International Co. 3.77% 501,885 $17.3M Add +2.4%
DFUS Dimensional US Eq MKT ETF 3.56% 219,843 $16.3M Add +14.6%
VTI VG Morningstar TS MKT ETF-US 2.61% 35,672 $12.0M Reduce -6.7%
VOO Vanguard S&P 500 ETF 2.52% 18,383 $11.5M Reduce -13.1%
VNQI Vanguard GLBL Ex-US Real Est 1.74% 173,423 $7.9M Add +36.8%
AVEM Avantis Emerging Markets Eq 1.61% 95,938 $7.4M Add +4.7%
DFAU Dimensional US Core Equity M 1.25% 122,462 $5.7M Reduce -0.3%
AVUS Avantis U.S. Equity ETF 1.22% 50,025 $5.6M Reduce -7.0%
BND Vanguard Total Bond Market 1.16% 72,005 $5.3M Add +85.2%
XOM Exxon Mobil Corp. 1.10% 41,708 $5.0M No change
AVDV Avantis Intl S/C Value ETF 1.03% 50,147 $4.7M Add +0.1%
SCHH Schwab US REIT ETF 0.97% 211,763 $4.4M Add +8.4%
AVDE Avantis International Equity 0.89% 49,469 $4.1M Add +1.2%
SCHB Schwab US Broad Market ETF 0.79% 137,572 $3.6M Reduce -8.6%
VXUS Vanguard Total Intl Stock 0.73% 44,299 $3.3M Add +1.0%
IBMQ iShares Ibonds Dec 2028 Muni 0.67% 119,536 $3.1M No change
IBMR iShares Ibonds Dec 2029 M BD 0.66% 119,718 $3.0M No change
IBMS ISHARESIBONDDEC2030MUNIBDETF 0.65% 115,000 $3.0M New
AVSC Avantis US Small Cap Equity 0.65% 51,000 $3.0M Add +6.2%
COP Conocophillips 0.60% 29,389 $2.8M New
META Meta Platforms Inc. Class A 0.59% 4,114 $2.7M Add +9.0%
VEU Vanguard Ftse All-World Ex-U 0.57% 35,429 $2.6M Add +0.7%
VTV Vanguard Mrngstr Val ETF-Aui 0.57% 13,557 $2.6M Reduce -1.7%
AVLV Avantis US Large Cap Value 0.51% 30,795 $2.3M Add +0.0%
BRK.A Berkshire Hathaway Inc. Class A 0.49% 3 $2.3M No change
VB Vanguard Most SM-Cap ETF-Usd 0.48% 8,500 $2.2M No change
EEMS iShares MSCI Emerging MKT SM 0.48% 32,466 $2.2M Reduce -5.5%
VUG Vanguard Mrngstar GR ETF-Sui 0.46% 4,298 $2.1M Reduce -2.4%
AAPL Apple Inc. 0.44% 7,357 $2.0M Add +37.3%
AVUV Avantis US Small Cap Value 0.42% 18,907 $1.9M Reduce -9.8%
DFAI Dimensional International Co. 0.42% 50,390 $1.9M Add +4.7%
AVIV Avantis Intl LRG Cap Val ETF 0.41% 26,352 $1.9M Reduce -0.6%
DFAX Dimensional World Ex US Core 0.35% 48,594 $1.6M Add +0.0%
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E 0.33% 62,791 $1.5M Reduce -51.9%
VYM Vanguard High DVD Yield ETF 0.33% 10,407 $1.5M No change
IBDR iShares Ibonds Dec 2026 Term 0.31% 59,000 $1.4M No change
AVES Avantis Emerging Markets Val 0.31% 24,200 $1.4M Reduce -2.6%
DFAE Dimensional Emerging Core Eq 0.26% 36,784 $1.2M Add +0.1%
DFGR Dim Global Real Estate ETF 0.26% 44,672 $1.2M Reduce -38.5%
IBDT iShares Ibonds Dec 2028 ETF 0.22% 40,000 $1.0M New
VBR Vngrd Mrngst SL-CP Val ETF-U 0.21% 4,643 $983K Add +0.5%
KO The Coca-Cola Co. 0.21% 13,741 $961K Add +0.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.20% 1,348 $919K Add +173.4%
CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY 0.20% 28,143 $899K Add +33.5%
MSFT Microsoft Corp. 0.19% 1,818 $879K Add +12.4%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.19% 35,000 $850K No change
AVEE Avantis Em MKT SM Cap Eq ETF 0.18% 13,465 $840K Add +47.8%
VTEB Vanguard Tax-Exempt Bond ETF 0.18% 16,272 $818K No change
ARWR Arrowhead Pharmaceuticals Inc. 0.16% 11,200 $744K New
GOOGL Alphabet Inc. Class A 0.16% 2,331 $730K Add +4.5%
IVV iShares Core S&P 500 ETF 0.15% 1,013 $694K No change
VUSB Vanguard Ultra Short Bond Et 0.15% 13,358 $666K Add +51.8%
BLND Blend Labs Inc. Class A 0.14% 215,843 $656K Reduce -1.3%
WCLD Wisdomtree Cloud Computing 0.13% 17,633 $617K No change
ASTS Ast Spacemobile Inc. 0.13% 8,000 $581K New
QQQ Invesco QQQ Trust Series 1 0.11% 796 $489K New
DFSV Dimensional US Small Cap Val 0.10% 14,153 $466K No change
IEFA iShares Core MSCI Eafe ETF 0.10% 4,942 $442K Reduce -2.4%
SGOL Abrdn Physical Gold Shares 0.09% 10,318 $424K No change
AMZN Amazon.com Inc. 0.09% 1,823 $421K Add +43.0%
CRM Salesforce Inc. 0.09% 1,543 $409K No change
DUSB Dimension Ultrashort Fi ETF 0.08% 7,621 $386K Add +0.8%
CRWD CrowdStrike Holdings Inc. Class A 0.08% 811 $380K Add +97.8%
ARTY iShares Future AI & Tech ETF 0.08% 7,722 $372K No change
UAMY United States Antimony Corp. 0.08% 74,071 $372K New
TSLA Tesla Inc. 0.08% 805 $362K Add +10.3%
NFLX Netflix Inc. 0.08% 3,860 $362K No change
VWO Vanguard Ftse Emerging Marke 0.08% 6,697 $360K Add +1.7%
T AT&T Inc. 0.08% 13,883 $345K Add +0.1%
VCRM Vanguard Core Tax-Ex Bond 0.07% 4,550 $344K New
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.07% 9,000 $342K New
DFAT Dimensional US Target Value 0.07% 5,477 $326K Reduce -34.1%
EMXC iShares MSCI Emr MRK Ex Chna 0.07% 4,462 $324K Add +1.9%
BIL SS SPDR BB 1-3M T-Bill ETF 0.07% 3,337 $305K Add +1.4%
KKR KKR & Co. Inc. 0.06% 2,325 $296K No change
WULF Terawulf Inc. 0.06% 25,500 $293K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.06% 1,000 $290K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 5,256 $289K Add +0.0%
EEMV iShares MSCI Emg MKT Min Vol 0.06% 4,460 $286K No change
HOOD Robinhood Markets Inc. Class A 0.06% 2,359 $267K No change
BNDX Vanguard Total Intl Bond ETF 0.05% 4,710 $228K Add +2.7%
REET iShares Global REIT ETF 0.05% 8,434 $210K No change
PB Prosperity Bancshares Inc. 0.05% 3,000 $207K New
NVDA Nvidia Corp. 0.04% 1,075 $201K New
FLD Fold Holdings Inc. filed as FOLD HLDGS INC 0.03% 54,504 $142K No change
RNXT Renovorx Inc. 0.00% 20,000 $17K New

Portfolio Sells Q3 2025 → Q4 2025
PLTR Palantir Technologies Inc. Class A Reduce -23.9% 35.92% −8.98
IBMN iShares Ibonds Dec 2025 Term Sold out 0.00% −0.61
MMIT Nylim Mackay Muni Intermedia Reduce -51.9% 0.33% −0.31
IBDQ iShares Ibonds Dec 2025 Term Sold out 0.00% −0.15
DFGR Dim Global Real Estate ETF Reduce -38.5% 0.26% −0.14
VOO Vanguard S&P 500 ETF Reduce -13.1% 2.52% −0.10
AVRE Avantis Real Estate ETF Sold out 0.00% −0.05
BX Blackstone Inc. Sold out 0.00% −0.04
SYY Sysco Corp. Sold out 0.00% −0.04
DFAT Dimensional US Target Value Reduce -34.1% 0.07% −0.03
BLND Blend Labs Inc. Class A Reduce -1.3% 0.14% −0.02
AVUV Avantis US Small Cap Value Reduce -9.8% 0.42% −0.00
SCHB Schwab US Broad Market ETF Reduce -8.6% 0.79% +0.00
EEMS iShares MSCI Emerging MKT SM Reduce -5.5% 0.48% +0.01
IEFA iShares Core MSCI Eafe ETF Reduce -2.4% 0.10% +0.01
AVES Avantis Emerging Markets Val Reduce -2.6% 0.31% +0.02
VUG Vanguard Mrngstar GR ETF-Sui Reduce -2.4% 0.46% +0.03
AVUS Avantis U.S. Equity ETF Reduce -7.0% 1.22% +0.04
VTV Vanguard Mrngstr Val ETF-Aui Reduce -1.7% 0.57% +0.04
AVIV Avantis Intl LRG Cap Val ETF Reduce -0.6% 0.41% +0.05
VTI VG Morningstar TS MKT ETF-US Reduce -6.7% 2.61% +0.07
DFAU Dimensional US Core Equity M Reduce -0.3% 1.25% +0.11

Portfolio Buys Q3 2025 → Q4 2025
DFAC Dimensional US Core Equity 2 Add +3.5% 11.29% +1.43
AVLC Avantis US LG Cap Eq ETF Add +9.3% 7.86% +1.37
DFUS Dimensional US Eq MKT ETF Add +14.6% 3.56% +0.75
IBMS ISHARESIBONDDEC2030MUNIBDETF New 0.65% +0.65
COP Conocophillips New 0.60% +0.60
BND Vanguard Total Bond Market Add +85.2% 1.16% +0.58
DFIC Dimensional International Co. Add +2.4% 3.77% +0.52
VNQI Vanguard GLBL Ex-US Real Est Add +36.8% 1.74% +0.51
DCOR Dimensional US Core Eq 1 ETF Add +3.4% 3.80% +0.47
IBDT iShares Ibonds Dec 2028 ETF New 0.22% +0.22
AVEM Avantis Emerging Markets Eq Add +4.7% 1.61% +0.22
ARWR Arrowhead Pharmaceuticals Inc. New 0.16% +0.16
AAPL Apple Inc. Add +37.3% 0.44% +0.16
SPY SS SPDR S&P 500 ETF Trust-US Add +173.4% 0.20% +0.13
ASTS Ast Spacemobile Inc. New 0.13% +0.13
AVDV Avantis Intl S/C Value ETF Add +0.1% 1.03% +0.13
SCHH Schwab US REIT ETF Add +8.4% 0.97% +0.11
AVDE Avantis International Equity Add +1.2% 0.89% +0.11
QQQ Invesco QQQ Trust Series 1 New 0.11% +0.11
AVSC Avantis US Small Cap Equity Add +6.2% 0.65% +0.10
UAMY United States Antimony Corp. New 0.08% +0.08
VXUS Vanguard Total Intl Stock Add +1.0% 0.73% +0.08
VCRM Vanguard Core Tax-Ex Bond New 0.07% +0.07
TTD Trade Desk Inc./the Class A New 0.07% +0.07
AVEE Avantis Em MKT SM Cap Eq ETF Add +47.8% 0.18% +0.07
DFAI Dimensional International Co. Add +4.7% 0.42% +0.07
CGNG Cap Group New Geography Eq Add +33.5% 0.20% +0.06
WULF Terawulf Inc. New 0.06% +0.06
VEU Vanguard Ftse All-World Ex-U Add +0.7% 0.57% +0.06
AVLV Avantis US Large Cap Value Add +0.0% 0.51% +0.06
VUSB Vanguard Ultra Short Bond Et Add +51.8% 0.15% +0.06
GOOGL Alphabet Inc. Class A Add +4.5% 0.16% +0.05
PB Prosperity Bancshares Inc. New 0.05% +0.05
NVDA Nvidia Corp. New 0.04% +0.04
CRWD CrowdStrike Holdings Inc. Class A Add +97.8% 0.08% +0.04
DFAX Dimensional World Ex US Core Add +0.0% 0.35% +0.04
AMZN Amazon.com Inc. Add +43.0% 0.09% +0.04
META Meta Platforms Inc. Class A Add +9.0% 0.59% +0.03
DFAE Dimensional Emerging Core Eq Add +0.1% 0.26% +0.03
KO The Coca-Cola Co. Add +0.7% 0.21% +0.03
MSFT Microsoft Corp. Add +12.4% 0.19% +0.02
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.5% 0.21% +0.02
TSLA Tesla Inc. Add +10.3% 0.08% +0.01
EMXC iShares MSCI Emr MRK Ex Chna Add +1.9% 0.07% +0.01
BAC Bank of America Corp. Add +0.0% 0.06% +0.01
DUSB Dimension Ultrashort Fi ETF Add +0.8% 0.08% +0.01
VWO Vanguard Ftse Emerging Marke Add +1.7% 0.08% +0.01
BIL SS SPDR BB 1-3M T-Bill ETF Add +1.4% 0.07% +0.01
BNDX Vanguard Total Intl Bond ETF Add +2.7% 0.05% +0.00
RNXT Renovorx Inc. New 0.00% +0.00

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