Cypress Point Wealth Management, LLC Q4 2025 Filing

Filed February 2, 2026

Portfolio Value

$458.2B

Holdings

90

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (90 positions)

#StockSharesValue% PortfolioType
1
PLTRPALANTIR TECHNOLOGIES INC
925,880$164.6B35.92%
2
DFACDIMENSIONAL ETF TRUST
1,306,938$51.7B11.29%
3
AVLCAMERICAN CENTY ETF TR
457,783$36.0B7.86%
4
DCORDIMENSIONAL ETF TRUST
236,146$17.4B3.79%
5
DFICDIMENSIONAL ETF TRUST
501,885$17.3B3.77%
6
DFUSDIMENSIONAL ETF TRUST
219,843$16.3B3.56%
7
VTIVANGUARD INDEX FDS
35,672$12.0B2.61%
8
VOOVANGUARD INDEX FDS
18,383$11.5B2.52%
9
VNQIVANGUARD INTL EQUITY INDEX F
173,423$7.9B1.73%
10
AVEMAMERICAN CENTY ETF TR
95,938$7.4B1.61%
11
DFAUDIMENSIONAL ETF TRUST
122,462$5.7B1.25%
12
AVUSAMERICAN CENTY ETF TR
50,025$5.6B1.22%
13
BNDVANGUARD BD INDEX FDS
72,005$5.3B1.16%
14
XOMEXXON MOBIL CORP
41,708$5.0B1.10%
15
AVDVAMERICAN CENTY ETF TR
50,147$4.7B1.03%
16
SCHHSCHWAB STRATEGIC TR
211,763$4.4B0.97%
17
AVDEAMERICAN CENTY ETF TR
49,469$4.1B0.89%
18
SCHBSCHWAB STRATEGIC TR
137,572$3.6B0.79%
19
VXUSVANGUARD STAR FDS
44,299$3.3B0.73%
20
IBMQISHARES TR
119,536$3.1B0.67%
21
IBMRISHARES TR
119,718$3.0B0.66%
22
IBMSISHARES TR
115,000$3.0B0.65%
23
AVSCAMERICAN CENTY ETF TR
51,000$3.0B0.65%
24
COPCONOCOPHILLIPS
29,389$2.8B0.60%
25
METAMETA PLATFORMS INC
4,114$2.7B0.59%
26
VEUVANGUARD INTL EQUITY INDEX F
35,429$2.6B0.57%
27
VTVVANGUARD INDEX FDS
13,557$2.6B0.57%
28
AVLVAMERICAN CENTY ETF TR
30,795$2.3B0.51%
29
BRK-BBERKSHIRE HATHAWAY INC DEL
3$2.3B0.49%
30
VBVANGUARD INDEX FDS
8,500$2.2B0.48%
31
EEMSISHARES INC
32,466$2.2B0.48%
32
VUGVANGUARD INDEX FDS
4,298$2.1B0.46%
33
AAPLAPPLE INC
7,357$2.0B0.44%
34
AVUVAMERICAN CENTY ETF TR
18,907$1.9B0.42%
35
DFAIDIMENSIONAL ETF TRUST
50,390$1.9B0.42%
36
AVIVAMERICAN CENTY ETF TR
26,352$1.9B0.41%
37
DFAXDIMENSIONAL ETF TRUST
48,594$1.6B0.35%
38
MMITNEW YORK LIFE INVTS ACTIVE E
62,791$1.5B0.33%
39
VYMVANGUARD WHITEHALL FDS
10,407$1.5B0.33%
40
IBDRISHARES TR
59,000$1.4B0.31%
41
AVESAMERICAN CENTY ETF TR
24,200$1.4B0.31%
42
DFAEDIMENSIONAL ETF TRUST
36,784$1.2B0.26%
43
DFGRDIMENSIONAL ETF TRUST
44,672$1.2B0.26%
44
IBDTISHARES TR
40,000$1.0B0.22%
45
VBRVANGUARD INDEX FDS
4,643$983.0M0.21%
46
KOCOCA COLA CO
13,741$960.0M0.21%
47
SPYSPDR S&P 500 ETF TR
1,348$918.0M0.20%
48
CGNGCAPITAL GROUP NEW GEOGRAPHY
28,143$898.0M0.20%
49
MSFTMICROSOFT CORP
1,818$879.0M0.19%
50
IBDSISHARES TR
35,000$849.0M0.19%
51
AVEEAMERICAN CENTY ETF TR
13,465$840.0M0.18%
52
VTEBVANGUARD MUN BD FDS
16,272$818.0M0.18%
53
ARWRARROWHEAD PHARMACEUTICALS IN
11,200$743.0M0.16%
54
GOOGLALPHABET INC
2,331$729.0M0.16%
55
IVVISHARES TR
1,013$693.0M0.15%
56
VUSBVANGUARD BD INDEX FDS
13,358$665.0M0.15%
57
BLNDBLEND LABS INC
215,843$656.0M0.14%
58
WQTMWISDOMTREE TR
17,633$617.0M0.13%
59
ASTSAST SPACEMOBILE INC
8,000$581.0M0.13%
60
NDQINVESCO QQQ TR
796$488.0M0.11%
61
DFSVDIMENSIONAL ETF TRUST
14,153$465.0M0.10%
62
AQLTISHARES TR
4,942$442.0M0.10%
63
SGOLETFS GOLD TR
10,318$423.0M0.09%
64
AMZNAMAZON COM INC
1,823$420.0M0.09%
65
CRMSALESFORCE INC
1,543$408.0M0.09%
66
DUSBDIMENSIONAL ETF TRUST
7,621$385.0M0.08%
67
CRWDCROWDSTRIKE HLDGS INC
811$380.0M0.08%
68
ARTYISHARES TR
7,722$372.0M0.08%
69
USOUNITED STATES ANTIMONY CORP
74,071$371.0M0.08%
70
TSLATESLA INC
805$362.0M0.08%
71
NFLXNETFLIX INC
3,860$361.0M0.08%
72
VWOVANGUARD INTL EQUITY INDEX F
6,697$360.0M0.08%
73
TAT&T INC
13,883$344.0M0.08%
74
VCRMVANGUARD MUN BD FDS
4,550$343.0M0.07%
75
TTDTHE TRADE DESK INC
9,000$341.0M0.07%
76
DFATDIMENSIONAL ETF TRUST
5,477$326.0M0.07%
77
EMXCISHARES INC
4,462$324.0M0.07%
78
BILSPDR SERIES TRUST
3,337$304.0M0.07%
79
KKRKKR & CO INC
2,325$296.0M0.06%
80
WULFTERAWULF INC
25,500$292.0M0.06%
81
VOVANGUARD INDEX FDS
1,000$290.0M0.06%
82
BACBANK AMERICA CORP
5,256$289.0M0.06%
83
EEMVISHARES INC
4,460$285.0M0.06%
84
HOODROBINHOOD MKTS INC
2,359$266.0M0.06%
85
BNDXVANGUARD CHARLOTTE FDS
4,710$227.0M0.05%
86
REETISHARES TR
8,434$210.0M0.05%
87
PBPROSPERITY BANCSHARES INC
3,000$207.0M0.05%
88
NVDANVIDIA CORPORATION
1,075$200.0M0.04%
89
FLDFOLD HLDGS INC
54,504$142.0M0.03%
90
RNXTRENOVORX INC
20,000$16.0M0.00%