§ 13F · FUND PROFILE
Cypress Point Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $410.8T (13F)Positions · 79Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | PLTR | PALANTIR TECHNOLOGIES INC | 926K | $164.6T | 35.9% | −24% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 1.31M | $51.7T | 11.3% | +3% |
| 3 | AVLC | AMERICAN CENTY ETF TR | 458K | $36.0T | 7.9% | +9% |
| 4 | DCOR | DIMENSIONAL ETF TRUST | 236K | $17.4T | 3.8% | +3% |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 502K | $17.3T | 3.8% | +2% |
| 6 | DFUS | DIMENSIONAL ETF TRUST | 220K | $16.3T | 3.6% | +15% |
| 7 | VTI | VANGUARD INDEX FDS | 36K | $12.0T | 2.6% | −7% |
| 8 | VOO | VANGUARD INDEX FDS | 18K | $11.5T | 2.5% | −13% |
| 9 | VNQI | VANGUARD INTL EQUITY INDEX F | 173K | $7.9T | 1.7% | +37% |
| 10 | AVEM | AMERICAN CENTY ETF TR | 96K | $7.4T | 1.6% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CYPRESS SIGNAL
AC read
Cypress Point Wealth Management, LLC is a Other fund managing $410782.2 trillion in assets. The fund runs a portfolio of 79 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed