Cypress Point Wealth Management, LLC Sells in Q3 2025

Cypress Point Wealth Management, LLC

  • $439 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-2.16K
- 36.35%
$695.21 - $791.73 $1.5M - $1.71M
3.77K $2.77M
AVUV
American Centy ETF Tr Avantis

ETFs
-10.3K
- 32.96%
$90.37 - $102.12 $932K - $1.05M
21K $2.09M
VO
Vanguard Mid Cap ETF

ETFs
-1.75K
- 63.64%
$279.83 - $293.74 $490K - $514K
1K $293K
AAPL
Apple Inc.

Technology
-2.08K
- 27.92%
$202.38 - $256.87 $420K - $533K
5.36K $1.36M
AVRE
American Centy ETF Tr Avantis
-2.13K
- 28.88%
$43.53 - $45.34 $92.6K - $96.5K
5.24K $233K
IEFA
Ishares Tr

ETFs
-1.16K
- 18.65%
$81.7 - $87.53 $94.9K - $102K
5.06K $442K
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.83K
- 18.06%
$53.36 - $59.69 $97.8K - $109K
8.32K $484K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-12.6K
- 7.74%
$23.82 - $25.84 $301K - $326K
151K $3.87M
AMZN
Amazon Com Inc

Consumer Cyclical
-67
- 4.99%
$211.65 - $238.24 $14.2K - $16K
1.28K $279K
Dimensional ETF Trust
-1.07K
- 12.42%
N/A
7.56K $0
Dimensional ETF Trust
-40.1K
- 35.58%
N/A
72.7K $0
IVV
Ishares Core S&P 500 ETF

ETFs
-65
- 6.03%
$620.67 - $670.08 $40.3K - $43.6K
1.01K $678K
DFAE
Dimensional ETF Tr

ETFs
-2.67K
- 6.77%
$28.84 - $31.84 $77K - $85K
36.8K $1.16M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-420
- 0.32%
$23.69 - $24.32 $9.95K - $10.2K
131K $3.17M
AVES
American Centy ETF Tr Avantis

ETFs
-800
- 3.12%
$53.51 - $57.96 $42.8K - $46.4K
24.8K $1.42M
BLND
Blend Labs, Inc.

Technology
-1.56K
- 0.71%
$2.73 - $4.37 $4.25K - $6.8K
219K $798K
AVLV
American Centy ETF Tr Avantis
-689
- 2.19%
$68.33 - $72.69 $47.1K - $50.1K
30.8K $2.23M
HOOD
Robinhood Markets, Inc.

Technology
-260
- 9.93%
$91.27 - $143.18 $23.7K - $37.2K
2.36K $337K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-110
- 0.32%
$63.88 - $69.11 $7.03K - $7.6K
34.4K $2.34M
AVDV
American Centy ETF Tr Avantis

ETFs
-4.87K
- 8.86%
$79.24 - $89.03 $386K - $434K
50.1K $4.46M
AVIV
American Centy ETF Tr Avantis
-90
- 0.34%
$61.83 - $67.44 $5.56K - $6.07K
26.5K $1.79M
GOOGL
Alphabet Inc.

Communication Services
-11
- 0.49%
$174.36 - $254.72 $1.92K - $2.8K
2.23K $542K
DFAU
Dimensional ETF Tr

ETFs
-2.35K
- 1.88%
$42.42 - $45.96 $99.8K - $108K
123K $5.62M
AVUS
American Centy ETF Tr Avantis

ETFs
-113
- 0.21%
$101.2 - $109.16 $11.4K - $12.3K
53.8K $5.85M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-87
- 0.41%
$567.77 - $614.76 $49.4K - $53.5K
21.1K $12.9M
VTI
Vanguard Total Stock Market Et

ETFs
-99
- 0.26%
$303.93 - $329.86 $30.1K - $32.7K
38.2K $12.5M
PLTR
Palantir Technologies Inc.

Technology
-16.8K
- 1.36%
$130.68 - $186.97 $2.19M - $3.14M
1.22M $222M
Activity Summary
Buys All Purchases 34 New Holdings 8 Increased Positions 26 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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