Institutions / Cypress Point Wealth Management, LLC
Cypress Point Wealth Management, LLC
CIK 1825611 · Institution · as of Dec 31, 2025
Portfolio value
$458.16M
Positions
90
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 90 →
| Company | Value | % of portfolio |
|---|---|---|
| Palantir Technologies Inc | $164.58M | 35.9% |
| Dimensional ETF Trust | $51.74M | 11.3% |
| American Centy ETF Tr | $35.99M | 7.9% |
| Dimensional ETF Trust | $17.39M | 3.8% |
| Dimensional ETF Trust | $17.29M | 3.8% |
| Dimensional ETF Trust | $16.31M | 3.6% |
| Vanguard Index Fds | $11.96M | 2.6% |
| Vanguard Index Fds | $11.53M | 2.5% |
| Vanguard Intl Equity Index F | $7.95M | 1.7% |
| American Centy ETF Tr | $7.39M | 1.6% |
| Dimensional ETF Trust | $5.73M | 1.3% |
| American Centy ETF Tr | $5.59M | 1.2% |
| Vanguard Bd Index Fds | $5.33M | 1.2% |
| Exxon Mobil Corp | $5.02M | 1.1% |
| American Centy ETF Tr | $4.71M | 1.0% |
| Schwab Strategic Tr | $4.42M | 1.0% |
| American Centy ETF Tr | $4.07M | 0.9% |
| Schwab Strategic Tr | $3.61M | 0.8% |
| Vanguard Star Fds | $3.34M | 0.7% |
| iShares Tr | $3.06M | 0.7% |
| iShares Tr | $3.04M | 0.7% |
| iShares Tr | $3.00M | 0.7% |
| American Centy ETF Tr | $3.00M | 0.7% |
| ConocoPhillips | $2.75M | 0.6% |
| Meta Platforms Inc | $2.72M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.