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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 2025-06-30, filed 2025-07-10, with 79 holding rows worth $410,782,227.

Accession
0001667731-25-000764
Filer
CIK 1825611
Filed
2025-07-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 79 entries on the cover page, a total value of $410,782,227 stated on the cover page (in dollars after the unit check, H1), rows summing to $410,782,227 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 A69608A108COM1,233,132$168,100,555dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 21,176,085$42,150,904dollars as filed
AMERICAN CENTY ETF TR025072158AVANTIS US LARG371,291$26,376,502dollars as filed
DIMENSIONAL ETF TRUST25434V625US COR EQU 1 ETF227,308$15,195,564dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY460,415$14,314,294dollars as filed
Vanguard S&P 500 ETF922908363COM21,228$12,058,193dollars as filed
VTI922908769COM38,337$11,651,855dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF164,500$11,024,792dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS90,040$6,171,327dollars as filed
Avantis US Equity ETF025072885SHS53,887$5,432,929dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT125,125$5,300,300dollars as filed
EXXON MOBIL CORP30231G102COM41,708$4,496,123dollars as filed
META PLATFORMS INC CL A30303M102COM5,929$4,376,136dollars as filed
Avantis International Small Cap Val ETF025072802SHS54,971$4,358,075dollars as filed
Schwab U.S. Broad Market ETF808524102SHS163,152$3,887,901dollars as filed
Schwab US REIT ETF808524847SHS176,210$3,728,607dollars as filed
Avantis International Equity ETF025072703SHS48,885$3,617,963dollars as filed
NEW YORK LIFE INVTS ACTIVE E45409F827NYLI MACKAY MUN130,965$3,123,513dollars as filed
iShares iBonds Dec. 2028 Municipal Bond ETF46435U325ETF119,536$3,037,405dollars as filed
Dimensional Global Real Estate ETF25434V658COM112,836$3,027,399dollars as filed
ISHARES46435U432EXCHANGE TRADED113,000$3,024,276dollars as filed
iShares iBonds Dec. 2029 Municipal Bond ETF46436E163ETF119,718$3,020,490dollars as filed
Avantis US Small Cap Value ETF025072877SHS31,279$2,849,494dollars as filed
VANGUARD INTL EQUITY INDEX F922042676COM61,556$2,840,790dollars as filed
VANGUARD STAR FDS921909768COM35,891$2,479,740dollars as filed
ISHARES INC464286475EM MKT SM-CP ETF34,479$2,235,974dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A3$2,186,400dollars as filed
Avantis US Small Cap Equity ETF025072323SHS42,241$2,178,376dollars as filed
Avantis US Large Cap Value ETF025072349SHS31,482$2,147,410dollars as filed
Vanguard Small-Cap ETF922908751SHS8,500$2,014,330dollars as filed
Vanguard Total Bond Market ETF921937835SHS23,636$1,740,315dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK48,129$1,663,828dollars as filed
Avantis International Large Cap Val ETF025072364SHS26,605$1,655,770dollars as filed
Vanguard Value ETF922908744SHS9,270$1,638,320dollars as filed
Apple Inc037833100COM7,432$1,524,822dollars as filed
iShares iBonds Dec 2026 Term Corporate ETF46435GAA0SHS59,000$1,430,750dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE48,565$1,426,346dollars as filed
Vanguard High Dividend Yield ETF921946406SHS10,407$1,387,358dollars as filed
Avantis Emerging Markets Value ETF025072372SHS25,637$1,372,711dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS19,939$1,340,285dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG39,429$1,141,468dollars as filed
Vanguard Growth922908736COM2,333$1,022,788dollars as filed
Coca-Cola Company191216100COM13,578$960,652dollars as filed
iShares iBonds Dec. 2027 Corporate Bond ETF46435UAA9ETF35,000$849,450dollars as filed
Microsoft Corp594918104COM1,618$804,817dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF16,272$797,817dollars as filed
Vanguard Mid-Cap ETF922908629SHS2,750$769,533dollars as filed
ISHARES TR46434VBD1IBONDS DEC25 ETF30,000$755,400dollars as filed
BLEND LABS INC09352U108CL A220,284$726,938dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,078$669,331dollars as filed
Vanguard Ultra-Short Bond ETF92203C303SHS11,873$592,033dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU10,149$547,653dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS6,225$519,663dollars as filed
AMERICAN CENTY ETF TR025072141AVA MAR SMA ETF8,595$517,837dollars as filed
Netflix, Inc64110L106COM386$516,905dollars as filed
Vanguard Small-Cap Value ETF922908611SHS2,308$450,015dollars as filed
ROCKETLABCORPCLASSCLASSA773121108STOK12,517$447,734dollars as filed
DIMENSIONAL ETF TRUST25434V591ULTRASHORT FIXED8,634$438,162dollars as filed
Salesforce.com, Inc79466L302COM1,543$420,761dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF14,153$416,530dollars as filed
AT&T Inc00206R102COM13,871$401,422dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,242$395,048dollars as filed
Merck & Co.,Inc.58933Y105COM4,738$375,061dollars as filed
DOORDASH INC CL A25809K105Stock1,500$369,765dollars as filed
AFFIRM HLDGS INC COM CL A00827B106Stock5,253$363,193dollars as filed
WISDOMTREE TR97717Y691CMN9,795$353,992dollars as filed
CAPITAL GROUP NEW GEOGRAPHY14021N105SHS11,550$332,756dollars as filed
AMERICAN CENTY ETF TR025072356REAL ESTATE ETF7,368$325,363dollars as filed
KKR & CO INC48251W104COM2,325$309,295dollars as filed
SPY78462F103SHS492$303,893dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS3,258$298,813dollars as filed
Amazon.com, Inc023135106COM1,342$294,422dollars as filed
Pfizer Inc.717081103COM11,714$283,948dollars as filed
ISHARES INC464286533MSCI EMERG MRKT4,460$280,088dollars as filed
Bank of America Corp060505104COM5,253$248,582dollars as filed
ROBINHOOD MKTS INC770700102COM2,619$245,217dollars as filed
Tesla Motors, Inc88160R101COM726$230,622dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM410$208,818dollars as filed
iShares Global REIT ETF46434V647SHS8,434$208,320dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001667731-25-000764this filing2025-07-10acceptance time not in the bulk data set