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Disclosery

13F-HR filed by Cypress Point Wealth Management, LLC

Cypress Point Wealth Management, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-16, with 68 holding rows worth $315,272,258.

Accession
0001667731-25-000439
Filer
CIK 1825611
Filed
2025-04-16
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 68 entries on the cover page, a total value of $315,272,258 stated on the cover page (in dollars after the unit check, H1), rows summing to $315,272,258 with VALUE read as dollars as filed, 13F file number 028-20569. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Palantir Technologies Inc. Class A69608A108COM1,229,192$103,743,805dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 21,227,069$40,481,015dollars as filed
AMERICAN CENTY ETF TR025072158AVANTIS US LARG458,063$29,407,633dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY432,978$12,023,789dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF168,511$10,191,544dollars as filed
VTI922908769COM33,986$9,340,794dollars as filed
Vanguard S&P 500 ETF922908363COM12,871$6,614,686dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT165,109$6,346,799dollars as filed
EXXON MOBIL CORP30231G102COM49,852$5,928,899dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS89,848$5,406,131dollars as filed
Avantis US Equity ETF025072885SHS51,405$4,748,804dollars as filed
DIMENSIONAL ETF TRUST25434V625US COR EQU 1 ETF71,553$4,388,344dollars as filed
Avantis International Small Cap Val ETF025072802SHS57,275$3,994,377dollars as filed
Schwab US REIT ETF808524847SHS166,734$3,586,459dollars as filed
Schwab U.S. Broad Market ETF808524102SHS162,462$3,497,810dollars as filed
Avantis International Equity ETF025072703SHS49,317$3,268,222dollars as filed
NEW YORK LIFE INVTS ACTIVE E45409F827NYLI MACKAY MUN135,154$3,239,651dollars as filed
Avantis US Small Cap Value ETF025072877SHS35,705$3,112,400dollars as filed
iShares iBonds Dec. 2028 Municipal Bond ETF46435U325ETF119,536$3,023,061dollars as filed
ISHARES46435U432EXCHANGE TRADED113,000$3,022,750dollars as filed
iShares iBonds Dec. 2029 Municipal Bond ETF46436E163ETF119,718$2,997,743dollars as filed
Dimensional Global Real Estate ETF25434V658COM112,586$2,956,496dollars as filed
VANGUARD INTL EQUITY INDEX F922042676COM61,556$2,490,539dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A3$2,395,325dollars as filed
META PLATFORMS INC CL A30303M102COM4,130$2,380,367dollars as filed
Avantis US Small Cap Equity ETF025072323SHS48,891$2,366,324dollars as filed
VANGUARD STAR FDS921909768COM35,891$2,228,859dollars as filed
Avantis US Large Cap Value ETF025072349SHS31,481$2,052,855dollars as filed
ISHARES INC464286475EM MKT SM-CP ETF34,463$1,916,471dollars as filed
Vanguard Total Bond Market ETF921937835SHS22,535$1,655,220dollars as filed
Apple Inc037833100COM7,293$1,620,017dollars as filed
Vanguard Value ETF922908744SHS9,270$1,601,241dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK50,291$1,570,587dollars as filed
Avantis International Large Cap Val ETF025072364SHS26,668$1,511,525dollars as filed
iShares iBonds Dec 2026 Term Corporate ETF46435GAA0SHS59,000$1,428,390dollars as filed
Vanguard High Dividend Yield ETF921946406SHS10,407$1,342,087dollars as filed
Avantis Emerging Markets Value ETF025072372SHS27,670$1,304,925dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE46,472$1,217,560dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU19,941$1,026,754dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG39,398$1,020,018dollars as filed
Coca-Cola Company191216100COM13,511$967,675dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS15,097$915,771dollars as filed
Vanguard Growth922908736COM2,333$865,124dollars as filed
BLEND LABS INC09352U108CL A226,447$758,598dollars as filed
ISHARES TR46434VBD1IBONDS DEC25 ETF30,000$754,500dollars as filed
Vanguard Mid-Cap ETF922908629SHS2,750$711,205dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS7,914$598,695dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF20,878$587,723dollars as filed
Microsoft Corp594918104COM1,543$579,232dollars as filed
Vanguard Ultra-Short Bond ETF92203C303SHS10,514$524,170dollars as filed
AMERICAN CENTY ETF TR025072141AVA MAR SMA ETF9,726$510,810dollars as filed
DIMENSIONAL ETF TRUST25434V591ULTRASHORT FIXED8,579$435,213dollars as filed
Vanguard Small-Cap Value ETF922908611SHS2,308$429,893dollars as filed
Salesforce.com, Inc79466L302COM1,543$414,080dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS694$389,959dollars as filed
iShares iBonds Dec. 2027 Corporate Bond ETF46435UAA9ETF15,000$362,700dollars as filed
Netflix, Inc64110L106COM375$349,699dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,080$321,728dollars as filed
WISDOMTREE TR97717Y691CMN9,795$317,848dollars as filed
AMERICAN CENTY ETF TR025072356REAL ESTATE ETF7,284$313,279dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS3,224$295,733dollars as filed
SPY78462F103SHS487$272,423dollars as filed
KKR & CO INC48251W104COM2,325$268,794dollars as filed
ISHARES INC464286533MSCI EMERG MRKT4,460$260,197dollars as filed
Amazon.com, Inc023135106COM1,299$247,148dollars as filed
iShares Global REIT ETF46434V647SHS9,240$224,163dollars as filed
RUM GROUP INC COM CL A78137L105Stock18,221$128,823dollars as filed
ETERNA THERAPEUTICS INCORPORATED COM NEW114082209COM NEW94,375$16,799dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001667731-25-000439this filing2025-04-16acceptance time not in the bulk data set