Cypress Point Wealth Management, LLC
Annual return '25
+15.0%
SPY '25
+17.7%
Alpha
-2.8ptsvs SPY
Invested
$464.3M
Holdings
123
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$PLTR
PALANTIR TECHNOLOGIES INC
Q4 2025: Sold 23.9% (1.22M → 925.9k shares)
29.2%
02
$DFAC
DIMENSIONAL ETF TRUST
Q4 2025: Increased +3.5% (1.26M → 1.31M shares)
11.5%
03
$AVLC
AMERICAN CENTY ETF TR
Q4 2025: Increased +9.3% (418.7k → 457.8k shares)
8.3%
04
$DFIC
DIMENSIONAL ETF TRUST
Q4 2025: Increased +2.4% (490.0k → 501.9k shares)
4.2%
05
$DFUS
DIMENSIONAL ETF TRUST
Q4 2025: Increased +14.6% (191.8k → 219.8k shares)
4.2%
06
$DCOR
DIMENSIONAL ETF TRUST
Q4 2025: Increased +3.4% (228.4k → 236.1k shares)
3.9%
07
$VTI
VANGUARD INDEX FDS
Q4 2025: Sold 6.7% (38.2k → 35.7k shares)
2.5%
08
$VOO
VANGUARD INDEX FDS
Q4 2025: Sold 13.1% (21.1k → 18.4k shares)
2.3%
09
$VNQI
VANGUARD INTL EQUITY INDEX F
Q4 2025: Increased +36.8% (126.8k → 173.4k shares)
2.0%
10
$AVEM
AMERICAN CENTY ETF TR
Q4 2025: Increased +4.7% (91.6k → 95.9k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:08 UTC.