Cypress Point Wealth Management, LLC
CIK
1825611
Location
DALLAS, TX
Portfolio Value
Small
$170,479,517
Diversification
Highly concentrated
Filing Date
Global Rank
#4,786
/ 8,517
▼ 542
Top Industry
Software - Infrastructure
65.7%
3Y Alpha vs SPY
+68.9%
Period ended 46 days ago
Filed Jul 17, 2026 · 29d
23 quarters · since Dec 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+585.0%
SPY
+75.3%
Annualised alpha
+69.3%
Max drawdown
−36.3%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
80 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
63.4%
−0.4 pts
Top 5
74.4%
−5.0 pts
Top 10
81.7%
−4.3 pts
HHI
4,071
Highly concentrated−100
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 80.7% | $137,639,543 |
| Communication Services | 4.2% | $7,157,014 |
| Industrials | 3.2% | $5,479,674 |
| Financial Services | 3.2% | $5,422,760 |
| Consumer Cyclical | 2.5% | $4,311,512 |
| Consumer Defensive | 1.6% | $2,759,524 |
| Healthcare | 1.5% | $2,562,273 |
| Energy | 1.2% | $2,082,655 |
| Unclassified | 0.7% | $1,143,304 |
| Utilities | 0.7% | $1,126,477 |
| Real Estate | 0.3% | $467,948 |
| Basic Materials | 0.2% | $326,833 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KLAC | Kla Corp | +12,722 | 12,974 | $3,914,385 | |
| BLND | Blend Labs, Inc. | +10,000 | 225,843 | $386,191 | |
| BAC | Bank Of America Corp /De/ | +5,942 | 18,292 | $1,042,278 | |
| NVDA | Nvidia Corp | +3,671 | 20,136 | $4,029,012 | |
| AMZN | Amazon Com Inc | +2,536 | 11,382 | $2,712,785 | |
| C | Citigroup Inc | +1,851 | 4,478 | $626,740 | |
| AMAT | Applied Materials Inc /De | +1,765 | 2,397 | $1,733,031 | |
| AVGO | Broadcom Inc. | +1,512 | 4,622 | $1,745,960 | |
| WMT | Walmart Inc. | +1,325 | 3,362 | $380,780 | |
| KO | Coca Cola Co | +1,219 | 16,286 | $1,323,563 | |
| BKNG | Booking Holdings Inc. | +1,066 | 1,133 | $201,945 | |
| V | Visa Inc. | +976 | 2,257 | $774,354 | |
| ABBV | AbbVie Inc. | +940 | 2,055 | $517,120 | |
| MSFT | Microsoft Corp | +898 | 7,493 | $2,795,038 | |
| MU | Micron Technology Inc | +881 | 1,566 | $1,807,618 | |
| UBER | Uber Technologies, Inc | +821 | 3,649 | $263,311 | |
| AAPL | Apple Inc. | +817 | 26,698 | $7,725,333 | |
| JNJ | Johnson & Johnson | +337 | 1,851 | $470,098 | |
| CSCO | Cisco Systems, Inc. | +299 | 4,988 | $585,890 | |
| JPM | Jpmorgan Chase & Co | +287 | 1,246 | $407,853 | |
| CVX | Chevron Corp | +264 | 1,509 | $250,131 | |
| LLY | ELI LILLY & Co | +259 | 637 | $764,036 | |
| TSLA | Tesla, Inc. | +207 | 2,272 | $955,603 | |
| TRV | Travelers Companies, Inc. | +185 | 1,398 | $461,507 | |
| ALL | Allstate Corp | +133 | 1,588 | $377,848 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NFLX | Netflix Inc | −2,471 | 6,982 | $498,514 | |
| GOOGL | Alphabet Inc. | −2,217 | 8,848 | $3,162,009 | |
| PLTR | Palantir Technologies Inc. | −1,522 | 926,151 | $108,054,037 | |
| MRK | Merck & Co., Inc. | −540 | 2,343 | $301,075 | |
| T | At&T Inc. | −524 | 20,719 | $428,883 | |
| L | Loews Corp | −489 | 3,801 | $430,311 | |
| MRVL | Marvell Technology, Inc. | −386 | 1,650 | $491,518 | |
| CRM | Salesforce, Inc. | −348 | 2,249 | $352,328 | |
| GE | General Electric Co | −302 | 556 | $207,793 | |
| SPY | Spdr S&P 500 ETF Trust | −285 | 1,531 | $1,143,304 | |
| AMD | Advanced Micro Devices Inc | −133 | 1,956 | $1,136,259 | |
| META | Meta Platforms, Inc. | −123 | 4,930 | $2,777,019 | |
| CRWD | CrowdStrike Holdings, Inc. | −101 | 758 | $144,615 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DE | Deere & Co | 3,761 | $2,385,715 | |
| COP | Conocophillips | 9,449 | $982,318 | |
| LRCX | Lam Research Corp | 1,632 | $707,194 | |
| VOYG | Voyager Technologies, Inc./TX | 21,774 | $702,211 | |
| CAT | Caterpillar Inc | 522 | $555,877 | |
| DELL | Dell Technologies Inc. | 1,054 | $454,758 | |
| D | Dominion Energy, Inc | 5,389 | $368,014 | |
| COST | Costco Wholesale Corp /New | 393 | $367,639 | |
| FIX | Comfort Systems USA Inc | 165 | $327,021 | |
| QCOM | Qualcomm Inc/De | 1,699 | $313,958 | |
| WDC | Western Digital Corp | 469 | $299,559 | |
| EPD | Enterprise Products Partners L.P. | 8,011 | $294,484 | |
| APP | AppLovin Corp | 564 | $290,589 | |
| VLO | Valero Energy Corp/Tx | 1,104 | $287,525 | |
| CEG | Constellation Energy Corp | 1,139 | $282,893 | |
| HOOD | Robinhood Markets, Inc. | 2,792 | $279,981 | |
| SYY | Sysco Corp | 3,306 | $276,315 | |
| MO | Altria Group, Inc. | 3,817 | $274,633 | |
| CVS | CVS HEALTH Corp | 2,649 | $274,039 | |
| MPC | Marathon Petroleum Corp | 1,049 | $268,197 | |
| SPG | Simon Property Group Inc. | 1,190 | $266,143 | |
| NEE | Nextera Energy Inc | 3,000 | $263,310 | |
| GS | Goldman Sachs Group Inc | 258 | $260,933 | |
| STX | Seagate Technology Holdings plc | 257 | $248,005 | |
| VRT | Vertiv Holdings Co | 737 | $246,762 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DCOR | Dimensional US Core Equity 1 ETF | 253,556 | $18,276,316 | |
| XOM | ExxonMobil Holdings Corp | 30,543 | $5,181,925 | |
| VXUS | Vanguard Total International Stock ETF | 44,326 | $3,417,977 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 35,452 | $2,662,445 | |
| VB | Vanguard Morningstar Small-Cap ETF | 8,500 | $2,226,320 | |
| BRK-B | Berkshire Hathaway Inc | 3 | $2,154,420 | |
| CGNG | Capital Group New Geography Equity ETF | 51,381 | $1,622,098 | |
| ARWR | Arrowhead Pharmaceuticals, Inc. | 11,200 | $702,240 | |
| ASTS | AST SpaceMobile, Inc. | 8,000 | $662,960 | |
| UAMY | United States Antimony Corp | 74,071 | $646,639 | |
| VCRM | Vanguard Core Tax-Exempt Bond ETF | 7,526 | $565,578 | |
| SGOL | abrdn Gold ETF Trust | 10,318 | $460,389 | |
| WULF | Terawulf Inc. | 21,676 | $312,784 | |
| HON | Honeywell International Inc | 1,370 | $309,661 | |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 3,356 | $307,543 | |
| POWL | Powell Industries Inc | 555 | $300,299 | |
| ABT | Abbott Laboratories | 2,715 | $278,749 | |
| ACN | Accenture plc | 1,379 | $273,441 | |
| INTU | Intuit Inc. | 575 | $248,618 | |
| HD | Home Depot, Inc. | 720 | $236,800 | |
| TMO | Thermo Fisher Scientific Inc. | 480 | $235,934 | |
| BNDX | Vanguard Total International Bond ETF | 4,731 | $227,324 | |
| TTD | Trade Desk, Inc. | 9,714 | $220,410 | |
| PSX | Phillips 66 | 1,182 | $215,336 | |
| AEM | Agnico Eagle Mines Ltd | 1,023 | $207,648 | |
| No positions match the current search. | ||||
80 tracked positions ·
$170,479,517 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 80 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 926,151 | $108,054,037 | 63.38% | |
| AAPL |
Apple Inc.
Technology
|
Added | 26,698 | $7,725,333 | 4.53% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 20,136 | $4,029,012 | 2.36% | |
| KLAC |
Kla Corp
Technology
|
Added | 12,974 | $3,914,385 | 2.30% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 8,848 | $3,162,009 | 1.85% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 7,493 | $2,795,038 | 1.64% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 4,930 | $2,777,019 | 1.63% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 11,382 | $2,712,785 | 1.59% | |
| DE |
Deere & Co
Industrials
|
NEW | 3,761 | $2,385,715 | 1.40% | |
| MU |
Micron Technology Inc
Technology
|
Added | 1,566 | $1,807,618 | 1.06% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 4,622 | $1,745,960 | 1.02% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 2,397 | $1,733,031 | 1.02% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 16,286 | $1,323,563 | 0.78% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,531 | $1,143,304 | 0.67% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 1,956 | $1,136,259 | 0.67% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 18,292 | $1,042,278 | 0.61% | |
| COP |
Conocophillips
Energy
|
NEW | 9,449 | $982,318 | 0.58% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 2,272 | $955,603 | 0.56% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,257 | $774,354 | 0.45% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 637 | $764,036 | 0.45% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 1,632 | $707,194 | 0.41% | |
| VOYG |
Voyager Technologies, Inc./TX
Industrials
|
NEW | 21,774 | $702,211 | 0.41% | |
| C |
Citigroup Inc
Financial Services
|
Added | 4,478 | $626,740 | 0.37% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 4,988 | $585,890 | 0.34% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 522 | $555,877 | 0.33% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 2,055 | $517,120 | 0.30% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 434 | $509,889 | 0.30% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 6,982 | $498,514 | 0.29% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Reduced | 1,650 | $491,518 | 0.29% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,851 | $470,098 | 0.28% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Added | 1,398 | $461,507 | 0.27% | |
| DELL |
Dell Technologies Inc.
Technology
|
NEW | 1,054 | $454,758 | 0.27% | |
| L |
Loews Corp
Financial Services
|
Reduced | 3,801 | $430,311 | 0.25% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 20,719 | $428,883 | 0.25% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,246 | $407,853 | 0.24% | |
| BLND |
Blend Labs, Inc.
Technology
|
Added | 225,843 | $386,191 | 0.23% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 3,362 | $380,780 | 0.22% | |
| ALL |
Allstate Corp
Financial Services
|
Added | 1,588 | $377,848 | 0.22% | |
| D |
Dominion Energy, Inc
Utilities
|
NEW | 5,389 | $368,014 | 0.22% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
NEW | 393 | $367,639 | 0.22% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 2,249 | $352,328 | 0.21% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
NEW | 165 | $327,021 | 0.19% | |
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
Held | 1,568 | $326,833 | 0.19% | |
| QCOM |
Qualcomm Inc/De
Technology
|
NEW | 1,699 | $313,958 | 0.18% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 2,343 | $301,075 | 0.18% | |
| WDC |
Western Digital Corp
Technology
|
NEW | 469 | $299,559 | 0.18% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
NEW | 8,011 | $294,484 | 0.17% | |
| APP |
AppLovin Corp
Communication Services
|
NEW | 564 | $290,589 | 0.17% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
NEW | 1,104 | $287,525 | 0.17% | |
| CEG |
Constellation Energy Corp
Utilities
|
NEW | 1,139 | $282,893 | 0.17% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.