Cypress Point Wealth Management, LLC Purchases in Q2 2025

Cypress Point Wealth Management, LLC

  • $361 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
3.94K
+ 0.32%
$74.01 - $144.25 $292K - $568K
1.23M $168M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.36K
+ 64.93%
$456.74 - $568.03 $3.82M - $4.75M
21.2K $12.1M
VTI
Vanguard Total Stock Market Et

ETFs
4.35K
+ 12.8%
$243.75 - $303.93 $1.06M - $1.32M
38.3K $11.7M
DFIC
Dimensional ETF Tr Dimensional

ETFs
27.4K
+ 6.34%
$24.94 - $31.15 $684K - $855K
460K $14.3M
VB
Vanguard Small Cap ETF

ETFs
8.5K
New
$193.73 - $237.37 $1.65M - $2.02M
8.5K $2.01M
META
Meta Platforms, Inc.

Communication Services
1.8K
+ 43.56%
$484.66 - $738.09 $872K - $1.33M
5.93K $4.38M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
16.3K
New
$48.13 - $49.85 $783K - $811K
16.3K $797K
AVEM
American Centy ETF Tr Avantis

ETFs
192
+ 0.21%
$53.08 - $68.54 $10.2K - $13.2K
90K $6.17M
AVUS
American Centy ETF Tr Avantis

ETFs
2.48K
+ 4.83%
$81.38 - $100.82 $202K - $250K
53.9K $5.43M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
20K
+ 133.33%
$23.96 - $24.27 $479K - $485K
35K $849K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
690
+ 0.42%
$19.1 - $23.83 $13.2K - $16.4K
163K $3.89M
T
At&T Inc.

Communication Services
13.9K
New
$26.33 - $28.94 $365K - $401K
13.9K $401K
MRK
Merck & Co., Inc.

Healthcare
4.74K
New
$73.47 - $87.12 $348K - $413K
4.74K $375K
DASH
Door Dash, Inc.

Communication Services
1.5K
New
$163.16 - $246.51 $245K - $370K
1.5K $369K
AFRM
Affirm Holdings, Inc.

Technology
5.25K
New
$35.75 - $69.14 $188K - $363K
5.25K $363K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
16
+ 0.05%
$50.48 - $64.85 $808 - $1.04K
34.5K $2.24M
PFE
Pfizer Inc

Healthcare
11.7K
New
$21.59 - $24.84 $253K - $291K
11.7K $283K
IVV
Ishares Core S&P 500 ETF

ETFs
384
+ 55.33%
$498.8 - $620.9 $192K - $238K
1.08K $669K
BAC
Bank Of America Corp

Financial Services
5.25K
New
$34.39 - $47.46 $181K - $249K
5.25K $248K
HOOD
Robinhood Markets, Inc.

Technology
2.62K
New
$34.17 - $93.63 $89.5K - $245K
2.62K $245K
TSLA
Tesla, Inc.

Consumer Cyclical
726
New
$221.86 - $362.89 $161K - $263K
726 $230K
MSFT
Microsoft Corp

Technology
75
+ 4.86%
$354.56 - $497.45 $26.6K - $37.3K
1.62K $804K
DFAX
Dimensional ETF Tr
2.09K
+ 4.5%
$23.37 - $29.39 $48.9K - $61.5K
48.6K $1.43M
CRWD
Crowd Strike Holdings, Inc.

Technology
410
New
$321.63 - $509.31 $132K - $209K
410 $208K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
9.48K
+ 5.68%
$18.94 - $21.67 $179K - $205K
176K $3.73M
NFLX
Netflix Inc

Communication Services
11
+ 2.93%
$855.86 - $1339.13 $9.41K - $14.7K
386 $516K
DFAE
Dimensional ETF Tr

ETFs
31
+ 0.08%
$22.87 - $28.95 $709 - $897
39.4K $1.14M
AVLV
American Centy ETF Tr Avantis
1
+ 0.0%
$56.85 - $68.21 $56.9 - $68.2
31.5K $2.15M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.1K
+ 4.89%
$72.02 - $73.82 $79.3K - $81.3K
23.6K $1.74M
GOOGL
Alphabet Inc.

Communication Services
162
+ 7.79%
$144.7 - $178.6 $23.4K - $28.9K
2.24K $395K
AMZN
Amazon Com Inc

Consumer Cyclical
43
+ 3.31%
$167.32 - $223.3 $7.19K - $9.6K
1.34K $294K
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 1.03%
$496.48 - $617.85 $2.48K - $3.09K
492 $303K
AVRE
American Centy ETF Tr Avantis
84
+ 1.15%
$38.75 - $44.92 $3.26K - $3.77K
7.37K $325K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
34
+ 1.05%
$91.43 - $91.74 $3.11K - $3.12K
3.26K $298K
Dimensional ETF Trust
156K
+ 217.68%
N/A
227K $0
Dimensional ETF Trust
55
+ 0.64%
N/A
8.63K $0
VUSB
Vanguard Bd Index Fds
1.36K
+ 12.93%
N/A
11.9K $0
Dimensional ETF Trust
250
+ 0.22%
N/A
113K $0
Capital Group New Geography
11.6K
New
N/A
11.6K $0
Rocket Lab Corp
12.5K
New
N/A
12.5K $0
KO
Coca Cola CO

Consumer Defensive
67
+ 0.5%
$68.37 - $73.9 $4.58K - $4.95K
13.6K $960K
AAPL
Apple Inc.

Technology
139
+ 1.91%
$172.42 - $223.89 $24K - $31.1K
7.43K $1.52M
Activity Summary
Buys All Purchases 43 New Holdings 13 Increased Positions 30 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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