Cypress Point Wealth Management, LLC Q3 2025 Filing
Filed October 8, 2025
Portfolio Value
$494.2B
Holdings
82
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (82 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLTRPALANTIR TECHNOLOGIES INC | 1,216,357 | $221.9B | 44.90% | |
| 2 | DFACDIMENSIONAL ETF TRUST | 1,263,305 | $48.7B | 9.86% | |
| 3 | AVLCAMERICAN CENTY ETF TR | 418,718 | $32.0B | 6.48% | |
| 4 | DCORDIMENSIONAL ETF TRUST | 228,390 | $16.4B | 3.32% | |
| 5 | DFICDIMENSIONAL ETF TRUST | 489,961 | $16.1B | 3.25% | |
| 6 | DFUSDIMENSIONAL ETF TRUST | 191,807 | $13.9B | 2.81% | |
| 7 | VOOVANGUARD INDEX FDS | 21,141 | $12.9B | 2.62% | |
| 8 | VTIVANGUARD INDEX FDS | 38,238 | $12.5B | 2.54% | |
| 9 | AVEMAMERICAN CENTY ETF TR | 91,605 | $6.9B | 1.39% | |
| 10 | VNQIVANGUARD INTL EQUITY INDEX F | 126,814 | $6.1B | 1.23% | |
| 11 | AVUSAMERICAN CENTY ETF TR | 53,774 | $5.8B | 1.18% | |
| 12 | DFAUDIMENSIONAL ETF TRUST | 122,772 | $5.6B | 1.14% | |
| 13 | XOMEXXON MOBIL CORP | 41,708 | $4.7B | 0.95% | |
| 14 | AVDVAMERICAN CENTY ETF TR | 50,101 | $4.5B | 0.90% | |
| 15 | SCHHSCHWAB STRATEGIC TR | 195,361 | $4.2B | 0.85% | |
| 16 | SCHBSCHWAB STRATEGIC TR | 150,524 | $3.9B | 0.78% | |
| 17 | AVDEAMERICAN CENTY ETF TR | 48,885 | $3.9B | 0.78% | |
| 18 | VXUSVANGUARD STAR FDS | 43,844 | $3.2B | 0.65% | |
| 19 | MMITNEW YORK LIFE INVTS ACTIVE E | 130,545 | $3.2B | 0.64% | |
| 20 | IBMQISHARES TR | 119,536 | $3.1B | 0.62% | |
| 21 | IBMRISHARES TR | 119,718 | $3.1B | 0.62% | |
| 22 | IAUISHARES TR | 113,000 | $3.0B | 0.61% | |
| 23 | BNDVANGUARD BD INDEX FDS | 38,879 | $2.9B | 0.59% | |
| 24 | METAMETA PLATFORMS INC | 3,774 | $2.8B | 0.56% | |
| 25 | AVSCAMERICAN CENTY ETF TR | 48,018 | $2.7B | 0.56% | |
| 26 | VTVVANGUARD INDEX FDS | 13,786 | $2.6B | 0.52% | |
| 27 | VEUVANGUARD INTL EQUITY INDEX F | 35,168 | $2.5B | 0.51% | |
| 28 | EEMSISHARES INC | 34,369 | $2.3B | 0.47% | |
| 29 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.3B | 0.46% | |
| 30 | AVLVAMERICAN CENTY ETF TR | 30,793 | $2.2B | 0.45% | |
| 31 | VBVANGUARD INDEX FDS | 8,500 | $2.2B | 0.44% | |
| 32 | VUGVANGUARD INDEX FDS | 4,403 | $2.1B | 0.43% | |
| 33 | AVUVAMERICAN CENTY ETF TR | 20,971 | $2.1B | 0.42% | |
| 34 | DFGRDIMENSIONAL ETF TRUST | 72,690 | $2.0B | 0.40% | |
| 35 | AVIVAMERICAN CENTY ETF TR | 26,515 | $1.8B | 0.36% | |
| 36 | DFAIDIMENSIONAL ETF TRUST | 48,133 | $1.7B | 0.35% | |
| 37 | DFAXDIMENSIONAL ETF TRUST | 48,578 | $1.5B | 0.31% | |
| 38 | VYMVANGUARD WHITEHALL FDS | 10,407 | $1.5B | 0.30% | |
| 39 | IBDRISHARES TR | 59,000 | $1.4B | 0.29% | |
| 40 | AVESAMERICAN CENTY ETF TR | 24,837 | $1.4B | 0.29% | |
| 41 | AAPLAPPLE INC | 5,357 | $1.4B | 0.28% | |
| 42 | DFAEDIMENSIONAL ETF TRUST | 36,758 | $1.2B | 0.23% | |
| 43 | VBRVANGUARD INDEX FDS | 4,621 | $964.5M | 0.20% | |
| 44 | KOCOCA COLA CO | 13,645 | $904.9M | 0.18% | |
| 45 | IBDSISHARES TR | 35,000 | $851.9M | 0.17% | |
| 46 | MSFTMICROSOFT CORP | 1,618 | $838.1M | 0.17% | |
| 47 | VTEBVANGUARD MUN BD FDS | 16,272 | $814.7M | 0.16% | |
| 48 | BLNDBLEND LABS INC | 218,727 | $798.4M | 0.16% | |
| 49 | IBDQISHARES TR | 30,000 | $755.7M | 0.15% | |
| 50 | IVVISHARES TR | 1,013 | $678.0M | 0.14% | |
| 51 | CGNGCAPITAL GROUP NEW GEOGRAPHY | 21,078 | $651.3M | 0.13% | |
| 52 | WQTMWISDOMTREE TR | 17,633 | $620.1M | 0.13% | |
| 53 | AVEEAMERICAN CENTY ETF TR | 9,113 | $584.4M | 0.12% | |
| 54 | GOOGLALPHABET INC | 2,231 | $542.3M | 0.11% | |
| 55 | DFATDIMENSIONAL ETF TRUST | 8,316 | $484.1M | 0.10% | |
| 56 | NFLXNETFLIX INC | 386 | $462.8M | 0.09% | |
| 57 | DFSVDIMENSIONAL ETF TRUST | 14,153 | $450.6M | 0.09% | |
| 58 | AQLTISHARES TR | 5,064 | $442.1M | 0.09% | |
| 59 | VUSBVANGUARD BD INDEX FDS | 8,798 | $439.8M | 0.09% | |
| 60 | TAT&T INC | 13,876 | $391.9M | 0.08% | |
| 61 | DUSBDIMENSIONAL ETF TRUST | 7,562 | $384.0M | 0.08% | |
| 62 | SGOLETFS GOLD TR | 10,318 | $379.8M | 0.08% | |
| 63 | CRMSALESFORCE INC | 1,543 | $365.7M | 0.07% | |
| 64 | VWOVANGUARD INTL EQUITY INDEX F | 6,584 | $356.7M | 0.07% | |
| 65 | ARTYISHARES TR | 7,722 | $353.5M | 0.07% | |
| 66 | HOODROBINHOOD MKTS INC | 2,359 | $337.8M | 0.07% | |
| 67 | SPYSPDR S&P 500 ETF TR | 493 | $328.1M | 0.07% | |
| 68 | TSLATESLA INC | 730 | $324.6M | 0.07% | |
| 69 | KKRKKR & CO INC | 2,325 | $302.1M | 0.06% | |
| 70 | BILSPDR SERIES TRUST | 3,291 | $302.0M | 0.06% | |
| 71 | EMXCISHARES INC | 4,378 | $295.6M | 0.06% | |
| 72 | VOVANGUARD INDEX FDS | 1,000 | $293.7M | 0.06% | |
| 73 | EEMVISHARES INC | 4,460 | $284.7M | 0.06% | |
| 74 | AMZNAMAZON COM INC | 1,275 | $280.0M | 0.06% | |
| 75 | BACBANK AMERICA CORP | 5,255 | $271.1M | 0.05% | |
| 76 | AVREAMERICAN CENTY ETF TR | 5,240 | $233.1M | 0.05% | |
| 77 | BNDXVANGUARD CHARLOTTE FDS | 4,588 | $226.9M | 0.05% | |
| 78 | BXBLACKSTONE INC | 1,290 | $220.4M | 0.04% | |
| 79 | REETISHARES TR | 8,434 | $215.6M | 0.04% | |
| 80 | FLDFOLD HLDGS INC | 54,504 | $210.4M | 0.04% | |
| 81 | CRWDCROWDSTRIKE HLDGS INC | 410 | $201.1M | 0.04% | |
| 82 | SYYSYSCO CORP | 2,431 | $200.2M | 0.04% |