Cypress Point Wealth Management, LLC Portfolio Holdings
Cypress Point Wealth Management, LLC
- $228 Million
- Q3 2024
Cypress Point Wealth Management, LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $228 Million distributed in 75 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Palantir Technologies Inc. with a value of $57.1M, Dimensional ETF Tr U S Core Eq with a value of $35.1M, Dimensional ETF Tr Dimensional with a value of $10.2M, Vanguard Total Stock Market Et with a value of $8.83M, and Vanguard Index Fds S&P 500 ETF with a value of $8.25M.
Examining the 13F form we can see an increase of $38.2M in the current position value, from $190M to 228M.
Cypress Point Wealth Management, LLC is based out at Dallas, TX
Below you can find more details about Cypress Point Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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