Cypress Point Wealth Management, LLC

CIK 0001825611 • 6 13F filings • Apr 16, 2025 – Jul 17, 2026

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Filer information

Filed by: Cypress Point Wealth Management, LLC, CCO
Address: 3838 Oak Lawn Avenue, Suite 1150, Dallas, TX, 75219
Phone: 512-961-5660
AUM: $458.2M

AUM over time

$491.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $458.2M90 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$730K	0.2%Prev: 0.1%	2,331 SH	Increased+100 SH
AMAZON COM INC	COM	$421K	0.1%Prev: 0.1%	1,823 SH	Increased+548 SH
AMERICAN CENTY ETF TR	AVANTIS EMERGING	$840K	0.2%Prev: 0.1%	13,465 SH	Increased+4,352 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$7.4M	1.6%Prev: 1.4%	95,938 SH	Increased+4,333 SH
AMERICAN CENTY ETF TR	AVANTIS US LARG	$36.0M	7.9%Prev: 6.5%	457,783 SH	Increased+39,065 SH
AMERICAN CENTY ETF TR	AVANTIS US SMALL	$3.0M	0.7%Prev: 0.6%	51,000 SH	Increased+2,982 SH
AMERICAN CENTY ETF TR	EMERGING MKT VAL	$1.4M	0.3%Prev: 0.3%	24,200 SH	Decreased-637 SH
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$1.9M	0.4%Prev: 0.4%	26,352 SH	Increased-163 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$4.1M	0.9%Prev: 0.8%	49,469 SH	Increased+584 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$4.7M	1.0%Prev: 0.9%	50,147 SH	Increased+46 SH
AMERICAN CENTY ETF TR	US EQT ETF	$5.6M	1.2%Prev: 1.2%	50,025 SH	Decreased-3,749 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$2.3M	0.5%Prev: 0.5%	30,795 SH	Increased+2 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$1.9M	0.4%Prev: 0.4%	18,907 SH	Decreased-2,064 SH
APPLE INC	COM	$2.0M	0.4%Prev: 0.3%	7,357 SH	Increased+2,000 SH
ARROWHEAD PHARMACEUTICALS IN	COM	$744K	0.2%	11,200 SH	New
AST SPACEMOBILE INC	COM CL A	$581K	0.1%	8,000 SH	New
AT&T INC	COM	$345K	0.1%Prev: 0.1%	13,883 SH	Decreased+7 SH
BANK AMERICA CORP	COM	$289K	0.1%Prev: 0.1%	5,256 SH	Increased+1 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$2.3M	0.5%Prev: 0.5%	3 SH	Increased
BLEND LABS INC	CL A	$656K	0.1%Prev: 0.2%	215,843 SH	Decreased-2,884 SH
CAPITAL GROUP NEW GEOGRAPHY	SHS	$899K	0.2%Prev: 0.1%	28,143 SH	Increased+7,065 SH
COCA COLA CO	COM	$961K	0.2%Prev: 0.2%	13,741 SH	Increased+96 SH
CONOCOPHILLIPS	COM	$2.8M	0.6%	29,389 SH	New
CROWDSTRIKE HLDGS INC	CL A	$380K	0.1%Prev: 0.0%	811 SH	Increased+401 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.2M	0.3%Prev: 0.2%	36,784 SH	Increased+26 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$1.2M	0.3%Prev: 0.4%	44,672 SH	Decreased-28,018 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$1.9M	0.4%Prev: 0.4%	50,390 SH	Increased+2,257 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$17.3M	3.8%Prev: 3.3%	501,885 SH	Increased+11,924 SH
DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$386K	0.1%Prev: 0.1%	7,621 SH	Increased+59 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$5.7M	1.3%Prev: 1.1%	122,462 SH	Increased-310 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$17.4M	3.8%Prev: 3.3%	236,146 SH	Increased+7,756 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$51.7M	11.3%Prev: 9.9%	1,306,938 SH	Increased+43,633 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$16.3M	3.6%Prev: 2.8%	219,843 SH	Increased+28,036 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$466K	0.1%Prev: 0.1%	14,153 SH	Increased
DIMENSIONAL ETF TRUST	US TARGETED VLU	$326K	0.1%Prev: 0.1%	5,477 SH	Decreased-2,839 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.6M	0.3%Prev: 0.3%	48,594 SH	Increased+16 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$424K	0.1%Prev: 0.1%	10,318 SH	Increased
EXXON MOBIL CORP	COM	$5.0M	1.1%Prev: 1.0%	41,708 SH	Increased
FOLD HLDGS INC	COM CL A	$142K	0.0%Prev: 0.0%	54,504 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$489K	0.1%	796 SH	New
ISHARES INC	EM MKT SM-CP ETF	$2.2M	0.5%Prev: 0.5%	32,466 SH	Decreased-1,903 SH
ISHARES INC	MSCI EMERG MRKT	$286K	0.1%Prev: 0.1%	4,460 SH	Increased
ISHARES INC	MSCI EMRG CHN	$324K	0.1%Prev: 0.1%	4,462 SH	Increased+84 SH
ISHARES TR	CORE MSCI EAFE	$442K	0.1%Prev: 0.1%	4,942 SH	Decreased-122 SH
ISHARES TR	CORE S&P500 ETF	$694K	0.2%Prev: 0.1%	1,013 SH	Increased
ISHARES TR	FUTURE AI & TECH	$372K	0.1%Prev: 0.1%	7,722 SH	Increased
ISHARES TR	GLOBAL REIT ETF	$210K	0.0%Prev: 0.0%	8,434 SH	Decreased
ISHARES TR	IBDS DEC28 ETF	$1.0M	0.2%	40,000 SH	New
ISHARES TR	IBONDS 27 ETF	$850K	0.2%Prev: 0.2%	35,000 SH	Decreased
ISHARES TR	IBONDS DEC 2029	$3.0M	0.7%Prev: 0.6%	119,718 SH	Decreased
ISHARES TR	IBONDS DEC 2030	$3.0M	0.7%	115,000 SH	New
ISHARES TR	IBONDS DEC 28	$3.1M	0.7%Prev: 0.6%	119,536 SH	Decreased
ISHARES TR	IBONDS DEC2026	$1.4M	0.3%Prev: 0.3%	59,000 SH	Decreased
KKR & CO INC	COM	$296K	0.1%Prev: 0.1%	2,325 SH	Decreased
META PLATFORMS INC	CL A	$2.7M	0.6%Prev: 0.6%	4,114 SH	Decreased+340 SH
MICROSOFT CORP	COM	$879K	0.2%Prev: 0.2%	1,818 SH	Increased+200 SH
NETFLIX INC	COM	$362K	0.1%Prev: 0.1%	3,860 SH	Decreased+3,474 SH
NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$1.5M	0.3%Prev: 0.6%	62,791 SH	Decreased-67,754 SH
NVIDIA CORPORATION	COM	$201K	0.0%	1,075 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$164.6M	35.9%Prev: 44.9%	925,880 SH	Decreased-290,477 SH
PROSPERITY BANCSHARES INC	COM	$207K	0.0%	3,000 SH	New
RENOVORX INC	COM NEW	$17K	0.0%	20,000 SH	New
ROBINHOOD MKTS INC	COM CL A	$267K	0.1%Prev: 0.1%	2,359 SH	Decreased
SALESFORCE INC	COM	$409K	0.1%Prev: 0.1%	1,543 SH	Increased
SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.6M	0.8%Prev: 0.8%	137,572 SH	Decreased-12,952 SH
SCHWAB STRATEGIC TR	US REIT ETF	$4.4M	1.0%Prev: 0.9%	211,763 SH	Increased+16,402 SH
SPDR S&P 500 ETF TR	TR UNIT	$919K	0.2%Prev: 0.1%	1,348 SH	Increased+855 SH
SPDR SERIES TRUST	STATE STREET SPD	$305K	0.1%	3,337 SH	New
TERAWULF INC	COM	$293K	0.1%	25,500 SH	New
TESLA INC	COM	$362K	0.1%Prev: 0.1%	805 SH	Increased+75 SH
THE TRADE DESK INC	COM CL A	$342K	0.1%	9,000 SH	New
UNITED STATES ANTIMONY CORP	COM	$372K	0.1%	74,071 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$5.3M	1.2%Prev: 0.6%	72,005 SH	Increased+33,126 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$666K	0.1%Prev: 0.1%	13,358 SH	Increased+4,560 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$228K	0.0%Prev: 0.0%	4,710 SH	Increased+122 SH
VANGUARD INDEX FDS	GROWTH ETF	$2.1M	0.5%Prev: 0.4%	4,298 SH	Decreased-105 SH
VANGUARD INDEX FDS	MID CAP ETF	$290K	0.1%Prev: 0.1%	1,000 SH	Decreased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$11.5M	2.5%Prev: 2.6%	18,383 SH	Decreased-2,758 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$983K	0.2%Prev: 0.2%	4,643 SH	Increased+22 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.2M	0.5%Prev: 0.4%	8,500 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$12.0M	2.6%Prev: 2.5%	35,672 SH	Decreased-2,566 SH
VANGUARD INDEX FDS	VALUE ETF	$2.6M	0.6%Prev: 0.5%	13,557 SH	Increased-229 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.6M	0.6%Prev: 0.5%	35,429 SH	Increased+261 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$360K	0.1%Prev: 0.1%	6,697 SH	Increased+113 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$7.9M	1.7%Prev: 1.2%	173,423 SH	Increased+46,609 SH
VANGUARD MUN BD FDS	CORE TAX EXEMPT	$344K	0.1%	4,550 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$818K	0.2%Prev: 0.2%	16,272 SH	Increased
VANGUARD STAR FDS	VG TL INTL STK F	$3.3M	0.7%Prev: 0.7%	44,299 SH	Increased+455 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.5M	0.3%Prev: 0.3%	10,407 SH	Increased
WISDOMTREE TR	CLOUD COMPUTNG	$617K	0.1%Prev: 0.1%	17,633 SH	Decreased

Sold (vs prior filing)

AMERICAN CENTY ETF TR — $233K
BLACKSTONE INC — $220K
ISHARES TR — $3.0M
ISHARES TR — $756K
SPDR SERIES TRUST — $302K
SYSCO CORP — $200K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 2, 2026	Q4 2025	13F-HR	0002085853-26-000160	$458.2M	View
Oct 8, 2025	Q3 2025	13F-HR	0002085853-25-000023	$494.2M	View
Jul 17, 2026	Q2 2026