Cypress Point Wealth Management, LLC

RIA/Wealth

Cypress Point Wealth Management, LLC is a RIA/Wealth based in Dallas, TX led by Ai Vee Nmn Mcaninch, reporting $1.1B in AUM as of Q3 2025 with 51% ETF concentration, 78% concentrated in top 10 holdings, 45% allocation to PLTR, and 46% technology allocation.

PresidentAi Vee Nmn Mcaninch

Portfolio Value: $494.2M
Positions: 82
Top Holding: PLTR at 44.9%
Last Reported: Q3 2025

Address3838 Oak Lawn Ave, Suite 1150, Dallas, TX, 75219, United States

Top Holdings

Largest long holdings in Cypress Point Wealth Management, LLC's portfolio (78.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$221.9M	44.90%	-$3.1M Sold	0.05% 1.2M shares	Q4 2020 Held for 4y 11m
2 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$48.7M	9.86%	+$3.4M Bought	— 1.3M shares	Q2 2021 Held for 4y 5m
3 Avantis U.S. Large Cap Equity AVLC	ETF ETF	$32.0M	6.48%	+$3.6M Bought	— 418.7K shares	Q1 2024 Held for 1y 8m
4 DCOR Dimensional US Core Equity 1 DCOR	ETF ETF	$16.4M	3.32%	+$77.8K Bought	— 228.4K shares	Q4 2023 Held for 1y 11m
5 Dimensional International Core Equity 2 DFIC	ETF ETF	$16.1M	3.25%	+$968.8K Bought	— 490.0K shares	Q1 2023 Held for 2y 8m
6 Dimensional U.S. Equity DFUS	ETF ETF	$13.9M	2.81%	+$2.0M Bought	— 191.8K shares	Q1 2024 Held for 1y 8m
7 Vanguard S&P 500 ETF VOO	ETF ETF	$12.9M	2.62%	-$53.3K Sold	— 21.1K shares	Q3 2023 Held for 2y 2m
8 Vanguard Total Stock Market VTI	ETF ETF	$12.5M	2.54%	-$32.5K Sold	— 38.2K shares	Q3 2023 Held for 2y 2m
9 Avantis Emerging Markets Equity AVEM	ETF ETF	$6.9M	1.39%	+$117.5K Bought	— 91.6K shares	Q2 2023 Held for 2y 5m
10 Vanguard Global ex-U.S. Real Estate VNQI	ETF ETF	$6.1M	1.23%	+$3.1M Bought	— 126.8K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Cypress Point Wealth Management, LLC's latest filing

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Market Value

$494.2M

Prior: $410.8M

Q/Q Change

+20.31%

+$83.4M

Net Flows % of MV

+1.98%

Turnover Ratio

3.38%

New Purchases

5 stocks

$1.5M

Added To

26 stocks

+$19.7M

Sold Out Of

5 stocks

$1.8M

Reduced Holdings

28 stocks

-$9.6M

Increased Positions

Position	Shares Δ	Change
1 SGOL abrdn Physical Gold Shares SGOL	New	0 → 10.3K +$379.8K
2 ARTY iShares Future AI & Tech ARTY	New	0 → 7.7K +$353.5K
3 iShares MSCI Emerging Markets ex China EMXC	New	0 → 4.4K +$295.6K
4 Vanguard Total International Bond BNDX	New	0 → 4.6K +$226.9K
5 FTAC Emerald Acquisition Corp. FLD	New	0 → 54.5K +$210.4K

Decreased Positions

Position	Shares Δ	Change
1 Rocket Lab USA, Inc. RKLB	Sold	12.5K → 0 −$447.7K
2 Merck & Co. MRK	Sold	4.7K → 0 −$375.1K
3 DoorDash DASH	Sold	1.5K → 0 −$369.8K
4 Affirm Holdings, Inc. AFRM	Sold	5.3K → 0 −$363.2K
5 Pfizer PFE	Sold	11.7K → 0 −$283.9K