Latest Cypress Point Wealth Management, LLC Stock Portfolio

Cypress Point Wealth Management, LLC Performance:

2025 Q2: 20.48%YTD: 25.58%2024: 49.08%

Performance for 2025 Q2 is 20.48%, and YTD is 25.58%, and 2024 is 49.08%.

About Cypress Point Wealth Management, LLC and 13F Hedge Fund Stock Holdings

Cypress Point Wealth Management, LLC is a hedge fund based in DALLAS, TX. On 24-Aug-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $615.9 Millions. In it's latest 13F Holdings report, Cypress Point Wealth Management, LLC reported an equity portfolio of $410.8 Millions as of 30 Jun, 2025.

The top stock holdings of Cypress Point Wealth Management, LLC are PLTR, DFAC, AEMB. The fund has invested 40.9% of it's portfolio in PALANTIR TECHNOLOGIES INC and 10.3% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off RUMBLE INC stocks. They significantly reduced their stock positions in DIMENSIONAL ETF TRUST (DFAC), ISHARES TR (IBCE) and AMERICAN CENTY ETF TR (AEMB). Cypress Point Wealth Management, LLC opened new stock positions in VANGUARD INDEX FDS (VB), VANGUARD MUN BD FDS (VTEB) and ROCKET LAB CORP. The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), VANGUARD INDEX FDS (VB) and ISHARES TR (IJR).

Cypress Point Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Cypress Point Wealth Management, LLC made a return of 20.48% in the last quarter. In trailing 12 months, it's portfolio return was 71.36%.

New Buys

Ticker	$ Bought
vanguard index fds	2,014,330
vanguard mun bd fds	797,817
rocket lab corp	447,734
at&t inc	401,422
merck & co inc	375,061
doordash inc	369,765
affirm hldgs inc	363,193
capital group new geography	332,756

New stocks bought by Cypress Point Wealth Management, LLC

Additions

Ticker	% Inc.
dimensional etf trust	217
ishares tr	133
vanguard index fds	64.93
ishares tr	55.33
meta platforms inc	43.56
vanguard intl equity index f	32.07
vanguard bd index fds	12.93
vanguard index fds	12.8

Additions to existing portfolio by Cypress Point Wealth Management, LLC

Reductions

Ticker	% Reduced
dimensional etf trust	-49.1
dimensional etf trust	-32.21
dimensional etf trust	-24.22
ishares tr	-21.34
american centy etf tr	-18.94
exxon mobil corp	-16.34
american centy etf tr	-13.6
american centy etf tr	-12.4

Cypress Point Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ernexa therapeutics inc	-16,799
rumble inc	-128,823

Cypress Point Wealth Management, LLC got rid off the above stocks

Sector Distribution

Cypress Point Wealth Management, LLC has about 54.5% of it's holdings in Others sector.

Sector	%
Others	54.5
Technology	42.3
Communication Services	1.5
Energy	1.1

Market Cap. Distribution

Cypress Point Wealth Management, LLC has about 45.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	54.5
LARGE-CAP	41.7
MEGA-CAP	3.6

Stocks belong to which Index?

About 3.8% of the stocks held by Cypress Point Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	96.2
S&P 500	3.8

Top 5 Winners (%)		%
PLTR	palantir technologies inc	61.3 %
HOOD	robinhood mkts inc	51.6 %
NFLX	netflix inc	42.5 %
AFRM	affirm hldgs inc	33.1 %
MSFT	microsoft corp	31.3 %

Top 5 Winners ($)		$
PLTR	palantir technologies inc	63.9 M
META	meta platforms inc	0.9 M
MSFT	microsoft corp	0.2 M
NFLX	netflix inc	0.2 M
AFRM	affirm hldgs inc	0.1 M

Top 5 Losers (%)		%
XOM	exxon mobil corp	-9.5 %
AAPL	apple inc	-7.5 %
BLND	blend labs inc	-1.5 %
KO	coca cola co	-1.2 %

Top 5 Losers ($)		$
XOM	exxon mobil corp	-0.6 M
AAPL	apple inc	-0.1 M
KO	coca cola co	0.0 M
BLND	blend labs inc	0.0 M

Cypress Point Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Cypress Point Wealth Management, LLC

Cypress Point Wealth Management, LLC has 76 stocks in it's portfolio. About 76.1% of the portfolio is in top 10 stocks. XOM proved to be the most loss making stock for the portfolio. PLTR was the most profitable stock for Cypress Point Wealth Management, LLC last quarter.

Last Reported on: 10 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	PLTR	palantir technologies inc	40.92	1,233,130	168,101,000	added	0.32
Historical Trend of PALANTIR TECHNOLOGIES INC Position Held By Cypress Point Wealth Management, LLC What % of Portfolio is PLTR?: Number of PLTR shares held: Change in No. of Shares Held:
	DFAC	dimensional etf trust	10.26	1,176,080	42,150,900	reduced	-4.15

	AEMB	american centy etf tr	6.42	371,291	26,376,500	reduced	-18.94

	DFAC	dimensional etf trust	3.70	227,308	15,195,600	added	217

	DFAC	dimensional etf trust	3.48	460,415	14,314,300	added	6.34

	VB	vanguard index fds	2.94	21,228	12,058,200	added	64.93

	VB	vanguard index fds	2.84	38,337	11,651,900	added	12.8

	DFAC	dimensional etf trust	2.68	164,500	11,024,800	reduced	-2.38

	AEMB	american centy etf tr	1.50	90,040	6,171,330	added	0.21

	AEMB	american centy etf tr	1.32	53,887	5,432,930	added	4.83

	DFAC	dimensional etf trust	1.29	125,125	5,300,300	reduced	-24.22

	XOM	exxon mobil corp	1.09	41,708	4,496,120	reduced	-16.34

	META	meta platforms inc	1.06	5,929	4,376,140	added	43.56

	AEMB	american centy etf tr	1.06	54,971	4,358,080	reduced	-4.02

	FNDA	schwab strategic tr	0.95	163,152	3,887,900	added	0.42

	FNDA	schwab strategic tr	0.91	176,210	3,728,610	added	5.68

	AEMB	american centy etf tr	0.88	48,885	3,617,960	reduced	-0.88

	ESGB	new york life invts active e	0.76	130,965	3,123,510	reduced	-3.1

	DMXF	ishares tr	0.74	119,718	3,020,490	unchanged	0.00

	BGRN	ishares tr	0.74	113,000	3,024,280	unchanged	0.00