13F-HR filed by Cypress Point Wealth Management, LLC
Cypress Point Wealth Management, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-08, with 82 holding rows worth $494,192,217.
- Accession
- 0002085853-25-000023
- Filer
- CIK 1825611
- Filed
- 2025-10-08
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 82 entries on the cover page, a total value of $494,192,217 stated on the cover page (in dollars after the unit check, H1), rows summing to $494,192,217 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Palantir Technologies Inc. Class A | 69608A108 | COM | 1,216,357 | $221,887,844 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 1,263,305 | $48,725,671 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072158 | AVANTIS US LARG | 418,718 | $32,036,094 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V625 | US COR EQU 1 ETF | 228,390 | $16,430,352 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V799 | INTL CORE EQUITY | 489,961 | $16,065,813 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V401 | US EQUI MARK ETF | 191,807 | $13,894,490 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 21,141 | $12,946,605 | dollars as filed | |
| VTI | 922908769 | COM | 38,238 | $12,548,455 | dollars as filed | |
| Avantis Emerging Markets Equity ETF | 025072604 | SHS | 91,605 | $6,880,463 | dollars as filed | |
| VANGUARD INTL EQUITY INDEX F | 922042676 | COM | 126,814 | $6,054,080 | dollars as filed | |
| Avantis US Equity ETF | 025072885 | SHS | 53,774 | $5,845,209 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V104 | US CORE EQT MKT | 122,772 | $5,618,064 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 41,708 | $4,702,577 | dollars as filed | |
| Avantis International Small Cap Val ETF | 025072802 | SHS | 50,101 | $4,460,476 | dollars as filed | |
| Schwab US REIT ETF | 808524847 | SHS | 195,361 | $4,213,931 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 150,524 | $3,869,973 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 48,885 | $3,857,010 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 43,844 | $3,220,807 | dollars as filed | |
| NEW YORK LIFE INVTS ACTIVE E | 45409F827 | NYLI MACKAY MUN | 130,545 | $3,172,243 | dollars as filed | |
| iShares iBonds Dec. 2028 Municipal Bond ETF | 46435U325 | ETF | 119,536 | $3,064,898 | dollars as filed | |
| iShares iBonds Dec. 2029 Municipal Bond ETF | 46436E163 | ETF | 119,718 | $3,056,405 | dollars as filed | |
| ISHARES | 46435U432 | EXCHANGE TRADED | 113,000 | $3,027,270 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 38,879 | $2,891,466 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 3,774 | $2,771,551 | dollars as filed | |
| Avantis US Small Cap Equity ETF | 025072323 | SHS | 48,018 | $2,749,012 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 13,786 | $2,570,969 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 35,168 | $2,509,944 | dollars as filed | |
| ISHARES INC | 464286475 | EM MKT SM-CP ETF | 34,369 | $2,334,010 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 3 | $2,262,600 | dollars as filed | |
| Avantis US Large Cap Value ETF | 025072349 | SHS | 30,793 | $2,225,125 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 8,500 | $2,161,380 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 4,403 | $2,111,639 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 20,971 | $2,087,235 | dollars as filed | |
| Dimensional Global Real Estate ETF | 25434V658 | COM | 72,690 | $1,985,170 | dollars as filed | |
| Avantis International Large Cap Val ETF | 025072364 | SHS | 26,515 | $1,788,180 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 48,133 | $1,749,647 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 48,578 | $1,524,383 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 10,407 | $1,466,867 | dollars as filed | |
| iShares iBonds Dec 2026 Term Corporate ETF | 46435GAA0 | SHS | 59,000 | $1,433,700 | dollars as filed | |
| Avantis Emerging Markets Value ETF | 025072372 | SHS | 24,837 | $1,424,872 | dollars as filed | |
| Apple Inc | 037833100 | COM | 5,357 | $1,364,054 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 36,758 | $1,158,986 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 4,621 | $964,512 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 13,645 | $904,938 | dollars as filed | |
| iShares iBonds Dec. 2027 Corporate Bond ETF | 46435UAA9 | ETF | 35,000 | $851,900 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,618 | $838,052 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 16,272 | $814,740 | dollars as filed | |
| BLEND LABS INC | 09352U108 | CL A | 218,727 | $798,354 | dollars as filed | |
| ISHARES TR | 46434VBD1 | IBONDS DEC25 ETF | 30,000 | $755,700 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,013 | $678,001 | dollars as filed | |
| CAPITAL GROUP NEW GEOGRAPHY | 14021N105 | SHS | 21,078 | $651,311 | dollars as filed | |
| WISDOMTREE TR | 97717Y691 | CMN | 17,633 | $620,128 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072141 | AVA MAR SMA ETF | 9,113 | $584,359 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,231 | $542,302 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 8,316 | $484,099 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 386 | $462,784 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V815 | US SMALL CAP ETF | 14,153 | $450,639 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 5,064 | $442,138 | dollars as filed | |
| Vanguard Ultra-Short Bond ETF | 92203C303 | SHS | 8,798 | $439,846 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 13,876 | $391,868 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V591 | ULTRASHORT FIXED | 7,562 | $384,013 | dollars as filed | |
| ETFS GOLD TR | 00326A104 | PHYSCL GOLD SHS | 10,318 | $379,806 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 1,543 | $365,691 | dollars as filed | |
| VWO | 922042858 | SHS | 6,584 | $356,718 | dollars as filed | |
| iShares Future AI & Tech ETF | 46435U556 | SHS | 7,722 | $353,503 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 2,359 | $337,762 | dollars as filed | |
| SPY | 78462F103 | SHS | 493 | $328,140 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 730 | $324,646 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 2,325 | $302,134 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 3,291 | $301,984 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 4,378 | $295,592 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 1,000 | $293,740 | dollars as filed | |
| ISHARES INC | 464286533 | MSCI EMERG MRKT | 4,460 | $284,682 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,275 | $279,952 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 5,255 | $271,084 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072356 | REAL ESTATE ETF | 5,240 | $233,071 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 4,588 | $226,926 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 1,290 | $220,397 | dollars as filed | |
| iShares Global REIT ETF | 46434V647 | SHS | 8,434 | $215,574 | dollars as filed | |
| FOLD HLDGS INC | 29103K100 | COM CL A | 54,504 | $210,386 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 410 | $201,056 | dollars as filed | |
| SYSCOCORP | 871829107 | COM | 2,431 | $200,169 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002085853-25-000023 | this filing | 2025-10-08 | acceptance time not in the bulk data set |