Cypress Point Wealth Management, LLC Portfolio Holdings

Cypress Point Wealth Management, LLC

  • $274 Million
  • Q1 2025

Cypress Point Wealth Management, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $274 Million distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Palantir Technologies Inc. with a value of $104M, Dimensional ETF Tr U S Core Eq with a value of $40.5M, Dimensional ETF Tr Dimensional with a value of $12M, Dimensional ETF Tr U S Equity with a value of $10.2M, and Vanguard Total Stock Market Et with a value of $9.29M.

Examining the 13F form we can see an decrease of $14.1M in the current position value, from $288M to 274M.

Cypress Point Wealth Management, LLC is based out at Dallas, TX

Below you can find more details about Cypress Point Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $274 Million
ETFs: $146 Million
Technology: $107 Million
Energy: $5.93 Million
Communication Services: $3.05 Million
Financial Services: $2.66 Million
Consumer Defensive: $967,000
Consumer Cyclical: $247,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$185B
$104 Million 37.88% of portfolio
1,229,192
Q1 2025 Reduced 18.24%
$87.9B
$268,000 0.1% of portfolio
2,325
Q4 2024 Reduced 6.63%

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $274 Million
  • Prior Value $288 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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