AI Portfolio Summary
In 2025 Q4, Cypress Point Wealth Management, LLC maintained a portfolio of 95 distinct positions. The most significant new addition to the portfolio was ISHARES TR, which now represents 0.65% of the total fund value. They heavily accumulated shares in DIMENSIONAL ETF TRUS, increasing their position by 3.5%. Conversely, Cypress Point Wealth Management, LLC completely exited their position in ISHARES TR.
Total Positions
95
Quarter
2025 Q4
Top Holding
PLTR (35.9%)
Top 10 Concentration
74.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 95
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PLTR
PALANTIR TECHNO...
|
Technology | 35.92% | 44.90% |
#1
Prev: #1
|
10.0 | -290,477 | -23.9% |
P
S
|
925,880 | $164,575,170 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 11.29% | 9.86% |
#2
Prev: #2
|
6.5 | 43,633 | 3.5% |
P
S
|
1,306,938 | $51,741,672 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVLC
AMERICAN CENTY ...
|
Bond/Debt | 7.86% | 6.48% |
#3
Prev: #3
|
5.2 | 39,065 | 9.3% |
P
S
|
457,783 | $35,990,878 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DCOR
DIMENSIONAL ETF...
|
ETF | 3.80% | 3.32% |
#4
Prev: #4
|
3.5 | 7,756 | 3.4% |
P
S
|
236,146 | $17,387,424 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 3.77% | 3.25% |
#5
Prev: #5
|
3.5 | 11,924 | 2.4% |
P
S
|
501,885 | $17,294,967 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 3.56% | 2.81% |
#6
Prev: #6
|
3.5 | 28,036 | 14.6% |
P
S
|
219,843 | $16,305,788 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 2.61% | 2.54% |
#7
1
Prev: #8
|
1.1 | -2,566 | -6.7% |
P
S
|
35,672 | $11,959,603 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 2.52% | 2.62% |
#8
1
Prev: #7
|
1.0 | -2,758 | -13.0% |
P
S
|
18,383 | $11,528,823 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VNQI
VANGUARD INTL E...
|
ETF | 1.74% | 1.23% |
#9
1
Prev: #10
|
2.8 | 46,609 | 36.8% |
P
S
|
173,423 | $7,949,730 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 1.61% | 1.39% |
#10
1
Prev: #9
|
2.7 | 4,333 | 4.7% |
P
S
|
95,938 | $7,389,140 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 1.25% | 1.14% |
#11
1
Prev: #12
|
0.5 | -310 | -0.3% |
P
S
|
122,462 | $5,731,231 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 1.22% | 1.18% |
#12
1
Prev: #11
|
0.5 | -3,749 | -7.0% |
P
S
|
50,025 | $5,591,745 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BND
VANGUARD BD IND...
|
ETF | 1.16% | 0.59% |
#13
10
Prev: #23
|
2.7 | 33,126 | 85.2% |
P
S
|
72,005 | $5,333,412 | 2023 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.10% | 0.95% |
#14
1
Prev: #13
|
0.4 | no change | no change |
P
S
|
41,708 | $5,019,141 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 1.03% | 0.90% |
#15
1
Prev: #14
|
2.4 | 46 | 0.1% |
P
S
|
50,147 | $4,712,333 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHH
SCHWAB STRATEGI...
|
ETF | 0.97% | 0.85% |
#16
1
Prev: #15
|
2.4 | 16,402 | 8.4% |
P
S
|
211,763 | $4,423,735 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 0.89% | 0.78% |
#17
Prev: #17
|
2.4 | 584 | 1.2% |
P
S
|
49,469 | $4,072,267 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.79% | 0.78% |
#18
2
Prev: #16
|
0.3 | -12,952 | -8.6% |
P
S
|
137,572 | $3,608,512 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.73% | 0.65% |
#19
1
Prev: #18
|
2.3 | 455 | 1.0% |
P
S
|
44,299 | $3,341,906 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBMQ
ISHARES TR
|
Bond/Debt | 0.67% | 0.62% |
#20
Prev: #20
|
0.3 | no change | no change |
P
S
|
119,536 | $3,057,128 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBMR
ISHARES TR
|
Bond/Debt | 0.66% | 0.62% |
#21
Prev: #21
|
0.3 | no change | no change |
P
S
|
119,718 | $3,044,434 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBMS
ISHARES TR
|
Bond/Debt | 0.65% | — |
#22
Prev: #—
|
2.3 | 115,000 | no change |
NEW
|
115,000 | $2,996,900 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVSC
AMERICAN CENTY ...
|
Bond/Debt | 0.65% | 0.56% |
#23
2
Prev: #25
|
2.3 | 2,982 | 6.2% |
P
S
|
51,000 | $2,995,766 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COP
CONOCOPHILLIPS
|
Energy | 0.60% | — |
#24
Prev: #—
|
2.2 | 29,389 | no change |
NEW
|
29,389 | $2,751,116 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.59% | 0.56% |
#25
1
Prev: #24
|
2.3 | 340 | 9.0% |
P
S
|
4,114 | $2,715,611 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBMN
ISHARES TR
|
Bond/Debt | 0.00% | 0.61% |
Sold All 😨
(Was: #22) |
0.3 | -113,000 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBDQ
ISHARES TR
|
Bond/Debt | 0.00% | 0.15% |
Sold All 😨
(Was: #49) |
0.3 | -30,000 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVRE
AMERICAN CENTY ...
|
ETF | 0.00% | 0.05% |
Sold All 😨
(Was: #76) |
0.3 | -5,240 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BX
BLACKSTONE INC
|
Financial Services | 0.00% | 0.04% |
Sold All 😨
(Was: #78) |
0.3 | -1,290 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SYY
SYSCO CORP
|
Consumer Defensive | 0.00% | 0.04% |
Sold All 😨
(Was: #82) |
0.3 | -2,431 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 95 holdings