CP

Cypress Point Wealth Management, LLC

13F
Cypress Point Wealth Management, LLC
Last update 2025-04-16 68 Stocks (2 new)
Value $315.00 Mil Turnover 6 %
Countries:
Top Holdings: PLTR(32.91%)DFAC(12.84%)AVLC(9.33%)DFIC(3.81%)DFUS(3.23%)
Summary Stock Picks Current Portfolio
Cypress Point Wealth Managemen... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
PLTR 		Palantir Technologies Inc
1,229,192
103,743.8
-18.24%
32.910
-6.46%
0.050
+58.74%
+68.87%
301,408.0
Software
DFAC 		Dimensional U.S. Core Equity 2 ETF
1,227,069
40,481.0
+9.35%
12.840
+1.10%
0.130
+3.93%
+1.26%
33,587.5
 
AVLC 		Avantis U.S. Large Cap Equity ETF
458,063
29,407.6
+40.43%
9.330
+2.69%
5.490
+5.16%
+2.38%
612.5
 
DFIC 		Dimensional International Core Equity 2 ETF
432,978
12,023.8
+5.94%
3.810
+0.21%
0.150
+9.62%
+19.59%
9,341.6
 
DFUS 		Dimensional U.S. Equity Market ETF
168,511
10,191.5
+43.26%
3.230
+0.98%
0.080
+5.14%
+2.22%
14,788.5
 
VTI 		Vanguard Total Stock Market ETF
33,986
9,340.8
-0.80%
2.960
-0.02%
0.000
+5.02%
+2.19%
450,908.3
 
VOO 		Vanguard S&P 500 ETF
12,871
6,614.7
-21.56%
2.100
-0.59%
0.000
+4.92%
+2.55%
617,254.0
 
DFAU 		Dimensional US Core Equity Market ETF
165,109
6,346.8
-2.19%
2.010
-0.05%
0.090
+4.79%
+1.79%
8,082.1
 
XOM 		Exxon Mobil Corp
49,852
5,928.9
-7.07%
1.880
-0.13%
0.000
-2.22%
-1.30%
449,366.0
Oil & Gas
AVEM 		Avantis Emerging Markets Equity ETF
89,848
5,406.1
-1.24%
1.710
-0.02%
0.070
+9.45%
+13.23%
8,893.8
 

Cypress Point Wealth Management, LLC's Historical Top Holdings Breakdowns

Cypress Point Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PLTR 		Palantir Technologies Inc2025-03-31Reduce
-6.46%
●
64.98 ($87.82) 124.62
$127.72
45.43%
Reduce -18.24%
1,229,192
-274,311
AVLC 		Avantis U.S. Large Cap Equity ETF2025-03-31Add
+2.69%
●
63.18 ($67.9) 70.87
$68.97
1.58%
Add 40.43%
458,063
131,888
TSLA 		Tesla Inc2025-03-31Sold Out
-1.93%
●
222.15 ($333.26) 428.22
$295.14
-11.44%
Sold Out
0
-15,354
DFAC 		Dimensional U.S. Core Equity 2 ETF2025-03-31Add
+1.10%
●
32.42 ($34.71) 36.1
$34.94
0.66%
Add 9.35%
1,227,069
104,871
DFUS 		Dimensional U.S. Equity Market ETF2025-03-31Add
+0.98%
●
59.61 ($63.9) 66.74
$65.02
1.75%
Add 43.26%
168,511
50,881
BRK.A 		Berkshire Hathaway Inc2025-03-31New Buy
+0.76%
●
663000 ($729331) 801950
$740,395.50
1.52%
New holding
3
3
VOO 		Vanguard S&P 500 ETF2025-03-31Reduce
-0.59%
●
507.05 ($540.58) 563.67
$550.66
1.86%
Reduce -21.56%
12,871
-3,538
DFIC 		Dimensional International Core Equity 2 ETF2025-03-31Add
+0.21%
●
25.54 ($27.31) 28.8
$30.81
12.82%
Add 5.94%
432,978
24,259
DFAX 		Dimensional World ex U.S. Core Equity 2 ETF2025-03-31Reduce
-0.18%
●
24.45 ($25.96) 27.21
$28.96
11.56%
Reduce -33.63%
46,472
-23,550
DFAI 		Dimensional International Core Equity Market ETF2025-03-31Reduce
-0.17%
●
28.88 ($30.87) 32.4
$34.38
11.37%
Reduce -27.55%
50,291
-19,122

Cypress Point Wealth Management, LLC Total Holding History ($B)

To

Cypress Point Wealth Management, LLC's Asset Allocation

To

Cypress Point Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cypress Point Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Cypress Point Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Cypress Point Wealth Management, LLC's Holdings Heat Map

Size field:

Cypress Point Wealth Management, LLC's Holdings Bubble Chart

Cypress Point Wealth Management, LLC News

  • 1

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