The Analysis of Cypress Point Wealth Management, LLC's Holdings
Currently, Cypress Point Wealth Management, LLC holds 90 types of securities in its portfolio with a total value $458.2M. In the most recent quarter, they have increased their positions in AVLC (+39.1K shares, valued at $3.1M), IBMS (+115.0K shares, valued at $3.0M), COP (+29.4K shares, valued at $2.8M); decreased their positions in PLTR (-290.5K shares, valued at $51.6M), N/A (-2.8K shares, valued at $1.7M), MMIT (-67.8K shares, valued at $1.6M); initiated new positions in IBMS (+115.0K shares, valued at $3.0M), COP (+29.4K shares, valued at $2.8M), IBDT (+40.0K shares, valued at $1.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
PLTR PALANTIR TECHNOLOGIES INC925.9K shares-23.88%2025-12-312026-02-02
DFAC DIMENSIONAL ETF TRUST1.3M shares3.45%2025-12-312026-02-02 AVLC AMERICAN CENTY ETF TR457.8K shares9.33%2025-12-312026-02-02 DCOR DIMENSIONAL ETF TRUST236.1K shares3.40%2025-12-312026-02-02 DFIC DIMENSIONAL ETF TRUST501.9K shares2.43%2025-12-312026-02-02 DFUS DIMENSIONAL ETF TRUST219.8K shares14.62%2025-12-312026-02-02 VTI VANGUARD INDEX FDS35.7K shares-6.71%2025-12-312026-02-02 VNQI VANGUARD INTL EQUITY INDEX F173.4K shares36.75%2025-12-312026-02-02 AVEM AMERICAN CENTY ETF TR95.9K shares4.73%2025-12-312026-02-02 DFAU DIMENSIONAL ETF TRUST122.5K shares-0.25%2025-12-312026-02-02 AVUS AMERICAN CENTY ETF TR50.0K shares-6.97%2025-12-312026-02-02 BND VANGUARD BD INDEX FDS72.0K shares85.20%2025-12-312026-02-02 XOM EXXON MOBIL CORP41.7K shares0.00%2025-12-312026-02-02 AVDV AMERICAN CENTY ETF TR50.1K shares0.09%2025-12-312026-02-02 SCHH SCHWAB STRATEGIC TR211.8K shares8.40%2025-12-312026-02-02 AVDE AMERICAN CENTY ETF TR49.5K shares1.19%2025-12-312026-02-02 SCHB SCHWAB STRATEGIC TR137.6K shares-8.60%2025-12-312026-02-02 VXUS VANGUARD STAR FDS44.3K shares1.04%2025-12-312026-02-02 IBMQ ISHARES TR119.5K shares0.00%2025-12-312026-02-02 IBMR ISHARES TR119.7K shares0.00%2025-12-312026-02-02 IBMS ISHARES TR115.0K sharesnew addition2025-12-312026-02-02 AVSC AMERICAN CENTY ETF TR51.0K shares6.21%2025-12-312026-02-02 COP CONOCOPHILLIPS29.4K sharesnew addition2025-12-312026-02-02 META META PLATFORMS INC4.1K shares9.01%2025-12-312026-02-02 VEU VANGUARD INTL EQUITY INDEX F35.4K shares0.74%2025-12-312026-02-02 VTV VANGUARD INDEX FDS13.6K shares-1.66%2025-12-312026-02-02 AVLV AMERICAN CENTY ETF TR30.8K shares0.01%2025-12-312026-02-02 BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2025-12-312026-02-02 VB VANGUARD INDEX FDS8.5K shares0.00%2025-12-312026-02-02 EEMS ISHARES INC32.5K shares-5.54%2025-12-312026-02-02 VUG VANGUARD INDEX FDS4.3K shares-2.38%2025-12-312026-02-02 AAPL APPLE INC7.4K shares37.33%2025-12-312026-02-02 AVUV AMERICAN CENTY ETF TR18.9K shares-9.84%2025-12-312026-02-02 DFAI DIMENSIONAL ETF TRUST50.4K shares4.69%2025-12-312026-02-02 AVIV AMERICAN CENTY ETF TR26.4K shares-0.61%2025-12-312026-02-02 DFAX DIMENSIONAL ETF TRUST48.6K shares0.03%2025-12-312026-02-02 MMIT NEW YORK LIFE INVTS ACTIVE E62.8K shares-51.90%2025-12-312026-02-02 VYM VANGUARD WHITEHALL FDS10.4K shares0.00%2025-12-312026-02-02 IBDR ISHARES TR59.0K shares0.00%2025-12-312026-02-02 AVES AMERICAN CENTY ETF TR24.2K shares-2.56%2025-12-312026-02-02 DFAE DIMENSIONAL ETF TRUST36.8K shares0.07%2025-12-312026-02-02 DFGR DIMENSIONAL ETF TRUST44.7K shares-38.54%2025-12-312026-02-02 IBDT ISHARES TR40.0K sharesnew addition2025-12-312026-02-02 VBR VANGUARD INDEX FDS4.6K shares0.48%2025-12-312026-02-02 KO COCA COLA CO13.7K shares0.70%2025-12-312026-02-02 SPY SPDR S&P 500 ETF TR1.3K shares173.43%2025-12-312026-02-02 CGNG CAPITAL GROUP NEW GEOGRAPHY28.1K shares33.52%2025-12-312026-02-02 MSFT MICROSOFT CORP1.8K shares12.36%2025-12-312026-02-02 IBDS ISHARES TR35.0K shares0.00%2025-12-312026-02-02 AVEE AMERICAN CENTY ETF TR13.5K shares47.76%2025-12-312026-02-02 VTEB VANGUARD MUN BD FDS16.3K shares0.00%2025-12-312026-02-02 ALPHABET INC ALPHABET INC2.3K shares4.48%2025-12-312026-02-02 IVV ISHARES TR1.0K shares0.00%2025-12-312026-02-02 VUSB VANGUARD BD INDEX FDS13.4K shares51.83%2025-12-312026-02-02 BLND BLEND LABS INC215.8K shares-1.32%2025-12-312026-02-02 WCLD WISDOMTREE TR17.6K shares0.00%2025-12-312026-02-02 ASTS AST SPACEMOBILE INC8.0K sharesnew addition2025-12-312026-02-02 INVESCO QQQ TR INVESCO QQQ TR796 sharesnew addition2025-12-312026-02-02 DFSV DIMENSIONAL ETF TRUST14.2K shares0.00%2025-12-312026-02-02 IEFA ISHARES TR4.9K shares-2.41%2025-12-312026-02-02 ETFS GOLD TR ETFS GOLD TR10.3K shares0.00%2025-12-312026-02-02 AMZN AMAZON COM INC1.8K shares42.98%2025-12-312026-02-02 CRM SALESFORCE INC1.5K shares0.00%2025-12-312026-02-02 DUSB DIMENSIONAL ETF TRUST7.6K shares0.78%2025-12-312026-02-02 CRWD CROWDSTRIKE HLDGS INC811 shares97.80%2025-12-312026-02-02 ARTY ISHARES TR7.7K shares0.00%2025-12-312026-02-02 UAMY UNITED STATES ANTIMONY CORP74.1K sharesnew addition2025-12-312026-02-02 TSLA TESLA INC805 shares10.27%2025-12-312026-02-02 NFLX NETFLIX INC3.9K shares900.00%2025-12-312026-02-02 VWO VANGUARD INTL EQUITY INDEX F6.7K shares1.72%2025-12-312026-02-02 T AT&T INC13.9K shares0.05%2025-12-312026-02-02 VCRM VANGUARD MUN BD FDS4.5K sharesnew addition2025-12-312026-02-02 TTD THE TRADE DESK INC9.0K sharesnew addition2025-12-312026-02-02 DFAT DIMENSIONAL ETF TRUST5.5K shares-34.14%2025-12-312026-02-02 EMXC ISHARES INC4.5K shares1.92%2025-12-312026-02-02 BIL SPDR SERIES TRUST3.3K shares1.40%2025-12-312026-02-02 KKR & CO INC KKR & CO INC2.3K shares0.00%2025-12-312026-02-02 WULF TERAWULF INC25.5K sharesnew addition2025-12-312026-02-02 VO VANGUARD INDEX FDS1.0K shares0.00%2025-12-312026-02-02 BAC BANK AMERICA CORP5.3K shares0.02%2025-12-312026-02-02 EEMV ISHARES INC4.5K shares0.00%2025-12-312026-02-02 HOOD ROBINHOOD MKTS INC2.4K shares0.00%2025-12-312026-02-02 BNDX VANGUARD CHARLOTTE FDS4.7K shares2.66%2025-12-312026-02-02 REET ISHARES TR8.4K shares0.00%2025-12-312026-02-02 PB PROSPERITY BANCSHARES INC3.0K sharesnew addition2025-12-312026-02-02 NVDA NVIDIA CORPORATION1.1K sharesnew addition2025-12-312026-02-02 FLD FOLD HLDGS INC54.5K shares0.00%2025-12-312026-02-02 RNXT RENOVORX INC20.0K sharesnew addition2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available