# EDGAR Filing Document

**Accession Number:** 0001825611
**File Stem:** 0002085853-25-000023
**Filing Date:** 2025-10
**Character Count:** 12201
**Document Hash:** 0c988562349f6eedf9766fdf96818a00
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-25-000023.hdr.sgml**: 20251008

**ACCESSION NUMBER**: 0002085853-25-000023

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251008

**DATE AS OF CHANGE**: 20251007

**EFFECTIVENESS DATE**: 20251008

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Cypress Point Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001825611

**ORGANIZATION NAME:**
- **EIN:** 208726222
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20569
- **FILM NUMBER:** 251380813

**BUSINESS ADDRESS:**
- **STREET 1:** 3838 OAK LAWN AVENUE
- **STREET 2:** SUITE 1150
- **CITY:** DALLAS
- **STATE:** TX
- **ZIP:** 75219
- **BUSINESS PHONE:** 2147368887

**MAIL ADDRESS:**
- **STREET 1:** 3838 OAK LAWN AVENUE
- **STREET 2:** SUITE 1150
- **CITY:** DALLAS
- **STATE:** TX
- **ZIP:** 75219

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Cypress Point Wealth Management LLC<br>**Address:** 3838 Oak Lawn Avenue<br>Suite 1150<br>Dallas, TX 75219

**Form 13F File Number:** 028-20569

**CRD Number (if applicable):** 000143771

**SEC File Number (if applicable):** 801-67840

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Scott Boyd<br>**Title:** CCO<br>**Phone:** 512-961-5660

**Signature, Place, and Date of Signing:**

/s/ Scott Boyd  Dallas, TX  10-07-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 82

**Form 13F Information Table Value Total:** $494192217

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 542302 | 2231 | SH |  | SOLE |  | 0 | 0 | 2231 |
| AMAZON COM INC | COM | 023135106 |  | 279952 | 1275 | SH |  | SOLE |  | 0 | 0 | 1275 |
| AMERICAN CENTY ETF TR | AVANTIS US LARG | 025072158 |  | 32036094 | 418718 | SH |  | SOLE |  | 0 | 0 | 418718 |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | 025072323 |  | 2749012 | 48018 | SH |  | SOLE |  | 0 | 0 | 48018 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 5845209 | 53774 | SH |  | SOLE |  | 0 | 0 | 53774 |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | 025072356 |  | 233071 | 5240 | SH |  | SOLE |  | 0 | 0 | 5240 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 2087235 | 20971 | SH |  | SOLE |  | 0 | 0 | 20971 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 6880463 | 91605 | SH |  | SOLE |  | 0 | 0 | 91605 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 |  | 2225125 | 30793 | SH |  | SOLE |  | 0 | 0 | 30793 |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | 025072372 |  | 1424872 | 24837 | SH |  | SOLE |  | 0 | 0 | 24837 |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 025072364 |  | 1788180 | 26515 | SH |  | SOLE |  | 0 | 0 | 26515 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 4460476 | 50101 | SH |  | SOLE |  | 0 | 0 | 50101 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 3857010 | 48885 | SH |  | SOLE |  | 0 | 0 | 48885 |
| AMERICAN CENTY ETF TR | AVANTIS EMERGING | 025072141 |  | 584359 | 9113 | SH |  | SOLE |  | 0 | 0 | 9113 |
| APPLE INC | COM | 037833100 |  | 1364054 | 5357 | SH |  | SOLE |  | 0 | 0 | 5357 |
| AT INC | COM | 00206R102 |  | 391868 | 13876 | SH |  | SOLE |  | 0 | 0 | 13876 |
| BANK AMERICA CORP | COM | 060505104 |  | 271084 | 5255 | SH |  | SOLE |  | 0 | 0 | 5255 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 2262600 | 3 | SH |  | SOLE |  | 0 | 0 | 3 |
| BLACKSTONE INC | COM | 09260D107 |  | 220397 | 1290 | SH |  | SOLE |  | 0 | 0 | 1290 |
| BLEND LABS INC | CL A | 09352U108 |  | 798354 | 218727 | SH |  | SOLE |  | 0 | 0 | 218727 |
| CAPITAL GROUP NEW GEOGRAPHY | SHS | 14021N105 |  | 651311 | 21078 | SH |  | SOLE |  | 0 | 0 | 21078 |
| COCA COLA CO | COM | 191216100 |  | 904938 | 13645 | SH |  | SOLE |  | 0 | 0 | 13645 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 201056 | 410 | SH |  | SOLE |  | 0 | 0 | 410 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 1158986 | 36758 | SH |  | SOLE |  | 0 | 0 | 36758 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 16065813 | 489961 | SH |  | SOLE |  | 0 | 0 | 489961 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 484099 | 8316 | SH |  | SOLE |  | 0 | 0 | 8316 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 1749647 | 48133 | SH |  | SOLE |  | 0 | 0 | 48133 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 |  | 1985170 | 72690 | SH |  | SOLE |  | 0 | 0 | 72690 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 5618064 | 122772 | SH |  | SOLE |  | 0 | 0 | 122772 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 1524383 | 48578 | SH |  | SOLE |  | 0 | 0 | 48578 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 48725671 | 1263305 | SH |  | SOLE |  | 0 | 0 | 1263305 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 450639 | 14153 | SH |  | SOLE |  | 0 | 0 | 14153 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 |  | 16430352 | 228390 | SH |  | SOLE |  | 0 | 0 | 228390 |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 |  | 384013 | 7562 | SH |  | SOLE |  | 0 | 0 | 7562 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 13894490 | 191807 | SH |  | SOLE |  | 0 | 0 | 191807 |
| ETFS GOLD TR | PHYSCL GOLD SHS | 00326A104 |  | 379806 | 10318 | SH |  | SOLE |  | 0 | 0 | 10318 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 4702577 | 41708 | SH |  | SOLE |  | 0 | 0 | 41708 |
| FOLD HLDGS INC | COM CL A | 29103K100 |  | 210386 | 54504 | SH |  | SOLE |  | 0 | 0 | 54504 |
| ISHARES INC | MSCI EMERG MRKT | 464286533 |  | 284682 | 4460 | SH |  | SOLE |  | 0 | 0 | 4460 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 295592 | 4378 | SH |  | SOLE |  | 0 | 0 | 4378 |
| ISHARES INC | EM MKT SM-CP ETF | 464286475 |  | 2334010 | 34369 | SH |  | SOLE |  | 0 | 0 | 34369 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 442138 | 5064 | SH |  | SOLE |  | 0 | 0 | 5064 |
| ISHARES TR | IBONDS DEC25 ETF | 46434VBD1 |  | 755700 | 30000 | SH |  | SOLE |  | 0 | 0 | 30000 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 851900 | 35000 | SH |  | SOLE |  | 0 | 0 | 35000 |
| ISHARES TR | IBONDS DEC 2029 | 46436E163 |  | 3056405 | 119718 | SH |  | SOLE |  | 0 | 0 | 119718 |
| ISHARES TR | IBONDS DEC 28 | 46435U325 |  | 3064898 | 119536 | SH |  | SOLE |  | 0 | 0 | 119536 |
| ISHARES TR | IBONDS DEC 25 | 46435U432 |  | 3027270 | 113000 | SH |  | SOLE |  | 0 | 0 | 113000 |
| ISHARES TR | CORE S ETF | 464287200 |  | 678001 | 1013 | SH |  | SOLE |  | 0 | 0 | 1013 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 |  | 1433700 | 59000 | SH |  | SOLE |  | 0 | 0 | 59000 |
| ISHARES TR | FUTURE AI  TECH | 46435U556 |  | 353503 | 7722 | SH |  | SOLE |  | 0 | 0 | 7722 |
| ISHARES TR | GLOBAL REIT ETF | 46434V647 |  | 215574 | 8434 | SH |  | SOLE |  | 0 | 0 | 8434 |
| KKR  CO INC | COM | 48251W104 |  | 302134 | 2325 | SH |  | SOLE |  | 0 | 0 | 2325 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2771551 | 3774 | SH |  | SOLE |  | 0 | 0 | 3774 |
| MICROSOFT CORP | COM | 594918104 |  | 838052 | 1618 | SH |  | SOLE |  | 0 | 0 | 1618 |
| NETFLIX INC | COM | 64110L106 |  | 462784 | 386 | SH |  | SOLE |  | 0 | 0 | 386 |
| NEW YORK LIFE INVTS ACTIVE E | NYLI MACKAY MUN | 45409F827 |  | 3172243 | 130545 | SH |  | SOLE |  | 0 | 0 | 130545 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 221887844 | 1216357 | SH |  | SOLE |  | 0 | 0 | 1216357 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 |  | 337762 | 2359 | SH |  | SOLE |  | 0 | 0 | 2359 |
| SALESFORCE INC | COM | 79466L302 |  | 365691 | 1543 | SH |  | SOLE |  | 0 | 0 | 1543 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 3869973 | 150524 | SH |  | SOLE |  | 0 | 0 | 150524 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 4213931 | 195361 | SH |  | SOLE |  | 0 | 0 | 195361 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 328140 | 493 | SH |  | SOLE |  | 0 | 0 | 493 |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 |  | 301984 | 3291 | SH |  | SOLE |  | 0 | 0 | 3291 |
| SYSCO CORP | COM | 871829107 |  | 200169 | 2431 | SH |  | SOLE |  | 0 | 0 | 2431 |
| TESLA INC | COM | 88160R101 |  | 324646 | 730 | SH |  | SOLE |  | 0 | 0 | 730 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 2891466 | 38879 | SH |  | SOLE |  | 0 | 0 | 38879 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 |  | 439846 | 8798 | SH |  | SOLE |  | 0 | 0 | 8798 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 226926 | 4588 | SH |  | SOLE |  | 0 | 0 | 4588 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 2161380 | 8500 | SH |  | SOLE |  | 0 | 0 | 8500 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 293740 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 12548455 | 38238 | SH |  | SOLE |  | 0 | 0 | 38238 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 2570969 | 13786 | SH |  | SOLE |  | 0 | 0 | 13786 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 964512 | 4621 | SH |  | SOLE |  | 0 | 0 | 4621 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 2111639 | 4403 | SH |  | SOLE |  | 0 | 0 | 4403 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 12946605 | 21141 | SH |  | SOLE |  | 0 | 0 | 21141 |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 |  | 6054080 | 126814 | SH |  | SOLE |  | 0 | 0 | 126814 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 356718 | 6584 | SH |  | SOLE |  | 0 | 0 | 6584 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 2509944 | 35168 | SH |  | SOLE |  | 0 | 0 | 35168 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 814740 | 16272 | SH |  | SOLE |  | 0 | 0 | 16272 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 3220807 | 43844 | SH |  | SOLE |  | 0 | 0 | 43844 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 1466867 | 10407 | SH |  | SOLE |  | 0 | 0 | 10407 |
| WISDOMTREE TR | CLOUD COMPUTNG | 97717Y691 |  | 620128 | 17633 | SH |  | SOLE |  | 0 | 0 | 17633 |

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