Latest Cypress Point Wealth Management, LLC Stock Portfolio
Cypress Point Wealth Management, LLC Performance:
2025 Q3: 14.22%YTD: 43.13%2024: 48.29%
Performance for 2025 Q3 is 14.22%, and YTD is 43.13%, and 2024 is 48.29%.
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 $494.2 Millions as of 30 Sep, 2025.
The top stock holdings of Cypress Point Wealth Management, LLC are PLTR, DFAC, AEMB. The fund has invested 44.9% of it's portfolio in PALANTIR TECHNOLOGIES INC and 9.9% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off ROCKET LAB CORP, MERCK & CO INC (MRK) and DOORDASH INC (DASH) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), META PLATFORMS INC (META) and DIMENSIONAL ETF TRUST (DFAC). Cypress Point Wealth Management, LLC opened new stock positions in ETFS GOLD TR (SGOL), VANGUARD INTL EQUITY INDEX F (VEU) and ISHARES TR (BGRN). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INTL EQUITY INDEX F (VEU), VANGUARD INDEX FDS (VB) and CAPITAL GROUP NEW GEOGRAPHY.
The top stock holdings of Cypress Point Wealth Management, LLC are PLTR, DFAC, AEMB. The fund has invested 44.9% of it's portfolio in PALANTIR TECHNOLOGIES INC and 9.9% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off ROCKET LAB CORP, MERCK & CO INC (MRK) and DOORDASH INC (DASH) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), META PLATFORMS INC (META) and DIMENSIONAL ETF TRUST (DFAC). Cypress Point Wealth Management, LLC opened new stock positions in ETFS GOLD TR (SGOL), VANGUARD INTL EQUITY INDEX F (VEU) and ISHARES TR (BGRN). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INTL EQUITY INDEX F (VEU), VANGUARD INDEX FDS (VB) and CAPITAL GROUP NEW GEOGRAPHY.
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 14.22% in the last quarter. In trailing 12 months, it's portfolio return was 78.31%.
New Buys
| Ticker | $ Bought |
|---|---|
| etfs gold tr | 379,806 |
| vanguard intl equity index f | 356,718 |
| ishares tr | 353,503 |
| ishares inc | 295,592 |
| vanguard charlotte fds | 226,926 |
| blackstone inc | 220,397 |
| fold hldgs inc | 210,386 |
| sysco corp | 200,169 |
New stocks bought by Cypress Point Wealth Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard intl equity index f | 106 |
| vanguard index fds | 100 |
| vanguard index fds | 88.73 |
| capital group new geography | 82.49 |
| wisdomtree tr | 80.02 |
| vanguard intl equity index f | 76.38 |
| vanguard bd index fds | 64.49 |
| vanguard index fds | 48.72 |
Additions to existing portfolio by Cypress Point Wealth Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard index fds | -63.64 |
| meta platforms inc | -36.35 |
| dimensional etf trust | -35.58 |
| american centy etf tr | -32.96 |
| american centy etf tr | -28.88 |
| apple inc | -27.92 |
| vanguard bd index fds | -25.9 |
| ishares tr | -18.65 |
Cypress Point Wealth Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| rocket lab corp | -447,734 |
| pfizer inc | -283,948 |
| affirm hldgs inc | -363,193 |
| merck & co inc | -375,061 |
| doordash inc | -369,765 |
Cypress Point Wealth Management, LLC got rid off the above stocks
Sector Distribution
Cypress Point Wealth Management, LLC has about 51.7% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 51.7 |
| Technology | 46 |
Market Cap. Distribution
Cypress Point Wealth Management, LLC has about 48.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 51.7 |
| LARGE-CAP | 45.5 |
| MEGA-CAP | 2.6 |
Stocks belong to which Index?
About 2.8% of the stocks held by Cypress Point Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 97.2 |
| S&P 500 | 2.8 |
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 79 stocks in it's portfolio. About 78.4% of the portfolio is in top 10 stocks. KO 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: 08 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.28 | 5,357 | 1,364,050 | reduced | -27.92 | ||
| ACWF | ishares tr | 0.15 | 30,000 | 755,700 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.04 | 8,434 | 215,574 | unchanged | 0.00 | ||
| ACWV | ishares inc | 0.47 | 34,369 | 2,334,010 | reduced | -0.32 | ||
| ACWV | ishares inc | 0.06 | 4,460 | 284,682 | unchanged | 0.00 | ||
| AEMB | american centy etf tr | 6.48 | 418,718 | 32,036,100 | added | 12.77 | ||
| AEMB | american centy etf tr | 1.39 | 91,605 | 6,880,460 | added | 1.74 | ||
| AEMB | american centy etf tr | 1.18 | 53,774 | 5,845,210 | reduced | -0.21 | ||
| AEMB | american centy etf tr | 0.90 | 50,101 | 4,460,480 | reduced | -8.86 | ||
| AEMB | american centy etf tr | 0.78 | 48,885 | 3,857,010 | unchanged | 0.00 | ||
| AEMB | american centy etf tr | 0.56 | 48,018 | 2,749,010 | added | 13.68 | ||
| AEMB | american centy etf tr | 0.45 | 30,793 | 2,225,120 | reduced | -2.19 | ||
| AEMB | american centy etf tr | 0.42 | 20,971 | 2,087,240 | reduced | -32.96 | ||
| AEMB | american centy etf tr | 0.36 | 26,515 | 1,788,180 | reduced | -0.34 | ||
| AEMB | american centy etf tr | 0.29 | 24,837 | 1,424,870 | reduced | -3.12 | ||
| AEMB | american centy etf tr | 0.12 | 9,113 | 584,359 | added | 6.03 | ||
| AEMB | american centy etf tr | 0.05 | 5,240 | 233,071 | reduced | -28.88 | ||
| AFRM | affirm hldgs inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGT | ishares tr | 0.29 | 59,000 | 1,433,700 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.06 | 1,275 | 279,952 | reduced | -4.99 | ||