Cypress Point Wealth Management, LLC Portfolio Holdings

Cypress Point Wealth Management, LLC

  • $439 Million
  • Q3 2025

Cypress Point Wealth Management, LLC has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $439 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Palantir Technologies Inc. with a value of $222M, Dimensional ETF Tr U S Core Eq with a value of $48.7M, Dimensional ETF Tr Dimensional with a value of $16.1M, Dimensional ETF Tr U S Equity with a value of $13.9M, and Vanguard Index Fds S&P 500 ETF with a value of $12.9M.

Examining the 13F form we can see an increase of $78.1M in the current position value, from $361M to 439M.

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.

Portfolio value $439 Million
Technology: $226 Million
ETFs: $190 Million
Energy: $4.7 Million
Communication Services: $4.17 Million
Financial Services: $3.65 Million
Consumer Defensive: $1.1 Million
Consumer Cyclical: $603,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$620M
$798,000 0.18% of portfolio
218,727
Q3 2025 Reduced 0.71%

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $439 Million
  • Prior Value $361 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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