Cypress Point Wealth Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 68Value: $315.3MLatest: 2025Q1

Cypress Point Wealth Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 68 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "GOOGL",
  "SCHH",
  null,
  null,
  null,
  "AVDE",
  null,
  null,
  null,
  "AVEM",
  null,
  null,
  null,
  null,
  null,
  null,
  "RUM",
  null,
  "ERNA",
  "META",
  null,
  null,
  null,
  null,
  "MSFT",
  "KKR",
  "IVV",
  "AAPL",
  "SPY",
  "PLTR",
  "IEFA",
  null,
  "VO",
  null,
  null,
  null,
  null,
  null,
  null,
  "VYM",
  "AMZN",
  "SCHB",
  null,
  null,
  "VEU",
  "VUG",
  "VNQI",
  "VXUS",
  "BND",
  "VBR",
  "VOO",
  "VUSB",
  "VTV",
  "CRM",
  null,
  "BRK-A",
  "BLND",
  "KO",
  null,
  null,
  "DFAX",
  "DFAC",
  "XOM",
  "NFLX",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 68
Total Value: 315272258
Accession Number: 0001667731-25-000439
Form Type: 13F-HR
CIK: cypress-point-wealth-management
Manager Name: Cypress-Point-Wealth-Management

Data Enrichment

53% identified

36 identified32 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

68 positions • $315.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Palantir Technologies Inc.

PLTR|69608A108

Shares:1.2M

Value:$103.7M

% of Portfolio:32.9% ($103.7M/$315.3M)

25434V708

DFAC|25434V708

Shares:1.2M

Value:$40.5M

% of Portfolio:12.8% ($40.5M/$315.3M)

025072158

Shares:458.1K

Value:$29.4M

% of Portfolio:9.3% ($29.4M/$315.3M)

25434V799

Shares:433.0K

Value:$12.0M

% of Portfolio:3.8% ($12.0M/$315.3M)

25434V401

Shares:168.5K

Value:$10.2M

% of Portfolio:3.2% ($10.2M/$315.3M)

922908769

VTI|922908769

Shares:34.0K

Value:$9.3M

% of Portfolio:3.0% ($9.3M/$315.3M)

922908363

VOO|922908363

Shares:12.9K

Value:$6.6M

% of Portfolio:2.1% ($6.6M/$315.3M)

25434V104

Shares:165.1K

Value:$6.3M

% of Portfolio:2.0% ($6.3M/$315.3M)

EXXON MOBIL CORP

XOM|30231G102

Shares:49.9K

Value:$5.9M

% of Portfolio:1.9% ($5.9M/$315.3M)

025072604

AVEM|025072604

Shares:89.8K

Value:$5.4M

% of Portfolio:1.7% ($5.4M/$315.3M)

025072885

Shares:51.4K

Value:$4.7M

% of Portfolio:1.5% ($4.7M/$315.3M)

25434V625

Shares:71.6K

Value:$4.4M

% of Portfolio:1.4% ($4.4M/$315.3M)

025072802

Shares:57.3K

Value:$4.0M

% of Portfolio:1.3% ($4.0M/$315.3M)

808524847

SCHH|808524847

Shares:166.7K

Value:$3.6M

% of Portfolio:1.1% ($3.6M/$315.3M)

808524102

SCHB|808524102

Shares:162.5K

Value:$3.5M

% of Portfolio:1.1% ($3.5M/$315.3M)

025072703

AVDE|025072703

Shares:49.3K

Value:$3.3M

% of Portfolio:1.0% ($3.3M/$315.3M)

45409F827

Shares:135.2K

Value:$3.2M

% of Portfolio:1.0% ($3.2M/$315.3M)

025072877

Shares:35.7K

Value:$3.1M

% of Portfolio:1.0% ($3.1M/$315.3M)

46435U325

Shares:119.5K

Value:$3.0M

% of Portfolio:1.0% ($3.0M/$315.3M)

46435U432

Shares:113.0K

Value:$3.0M

% of Portfolio:1.0% ($3.0M/$315.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Palantir Technologies Inc.(PLTRcusip69608A108)	1.2M	QoQ -18.24% (-274.3K) YoY -20.32% (-313.6K)	All Managers (Combined)	$103.7M	32.9% ($103.7M/$315.3M)	QoQ -8.76% (-$10.0M) YoY +192.24% (-$68.2M)
(DFACcusip25434V708)	1.2M	QoQ +9.34% (+104.9K) YoY +27.53% (+264.9K)	All Managers (Combined)	$40.5M	12.8% ($40.5M/$315.3M)	QoQ +4.28% (+$1.7M) YoY +31.68% (+$9.7M)
(cusip025072158)✕	458.1K	QoQ +40.43% (+131.9K) YoY +176.13% (+292.2K)	All Managers (Combined)	$29.4M	9.3% ($29.4M/$315.3M)	QoQ +33.47% (+$7.4M) YoY +186.81% (+$19.2M)
(cusip25434V799)✕	433.0K	QoQ +5.93% (+24.3K) YoY +45.48% (+135.4K)	All Managers (Combined)	$12.0M	3.8% ($12.0M/$315.3M)	QoQ +13.82% (+$1.5M) YoY +51.02% (+$4.1M)
(cusip25434V401)✕	168.5K	QoQ +43.25% (+50.9K) YoY +503.98% (+140.6K)	All Managers (Combined)	$10.2M	3.2% ($10.2M/$315.3M)	QoQ +35.90% (+$2.7M) YoY +541.08% (+$8.6M)
(VTIcusip922908769)	34.0K	QoQ -0.79% (-273) YoY +39.74% (+9.7K)	All Managers (Combined)	$9.3M	3.0% ($9.3M/$315.3M)	QoQ -5.92% (-$587.9K) YoY +47.78% (+$3.0M)
(VOOcusip922908363)	12.9K	QoQ -21.56% (-3.5K) YoY -10.30% (-1.5K)	All Managers (Combined)	$6.6M	2.1% ($6.6M/$315.3M)	QoQ -25.18% (-$2.2M) YoY -4.11% (-$283.5K)
(cusip25434V104)✕	165.1K	QoQ -2.19% (-3.7K) YoY +25.59% (+33.6K)	All Managers (Combined)	$6.3M	2.0% ($6.3M/$315.3M)	QoQ -7.14% (-$488.4K) YoY +32.12% (+$1.5M)
EXXON MOBIL CORP(XOMcusip30231G102)	49.9K	QoQ -7.06% (-3.8K) YoY -14.69% (-8.6K)	All Managers (Combined)	$5.9M	1.9% ($5.9M/$315.3M)	QoQ +2.74% (-$158.5K) YoY -12.72% (-$864.3K)
(AVEMcusip025072604)	89.8K	QoQ -1.23% (-1.1K) YoY +38.01% (+24.7K)	All Managers (Combined)	$5.4M	1.7% ($5.4M/$315.3M)	QoQ +1.07% (-$57.7K) YoY +43.28% (+$1.6M)
(cusip025072885)✕	51.4K	QoQ +3.13% (-1.6K) YoY +19.80% (+8.5K)	All Managers (Combined)	$4.7M	1.5% ($4.7M/$315.3M)	QoQ -1.70% (-$82.4K) YoY +23.65% (+$908.4K)
(cusip25434V625)✕	71.6K	QoQ +9.71% (+6.3K) YoY +202.06% (+47.9K)	All Managers (Combined)	$4.4M	1.4% ($4.4M/$315.3M)	QoQ +4.87% (+$203.8K) YoY +215.86% (+$3.0M)
(cusip025072802)✕	57.3K	QoQ +0.58% (+331) YoY +9.38% (+4.9K)	All Managers (Combined)	$4.0M	1.3% ($4.0M/$315.3M)	QoQ +7.78% (+$288.4K) YoY +15.83% (+$546.0K)
(SCHHcusip808524847)	166.7K	QoQ +6.01% (+9.5K) YoY +29.81% (+38.3K)	All Managers (Combined)	$3.6M	1.1% ($3.6M/$315.3M)	QoQ +8.27% (+$274.2K) YoY +37.55% (+$979.2K)
(SCHBcusip808524102)	162.5K	QoQ -5.77% (-9.9K) YoY +136.92% (-93.9K)	All Managers (Combined)	$3.5M	1.1% ($3.5M/$315.3M)	QoQ -10.62% (-$415.9K) YoY -16.44% (-$688.5K)
(AVDEcusip025072703)	49.3K	QoQ +1.32% (+645) YoY +7.34% (+3.4K)	All Managers (Combined)	$3.3M	1.0% ($3.3M/$315.3M)	QoQ +9.41% (+$281.2K) YoY +11.60% (+$339.9K)
(cusip45409F827)✕	135.2K	QoQ +2.03% (+2.7K) YoY +26.39% (+28.2K)	All Managers (Combined)	$3.2M	1.0% ($3.2M/$315.3M)	QoQ +1.86% (+$59.3K) YoY +24.21% (+$631.6K)
(cusip025072877)✕	35.7K	QoQ -10.17% (-4.0K) YoY -25.82% (-12.4K)	All Managers (Combined)	$3.1M	1.0% ($3.1M/$315.3M)	QoQ -18.88% (-$724.7K) YoY -31.00% (-$1.4M)
(cusip46435U325)✕	119.5K	QoQ 0.00% (+0) YoY +1.96% (+2.3K)	All Managers (Combined)	$3.0M	1.0% ($3.0M/$315.3M)	QoQ +0.43% (+$13.1K) YoY +2.04% (+$60.6K)
(cusip46435U432)✕	113.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.0M	1.0% ($3.0M/$315.3M)	QoQ +0.50% (+$15.3K) YoY +1.09% (+$32.8K)