Cypress Point Wealth Management, LLC

CIK

1825611

Location

DALLAS, TX

Portfolio Value

Small $490,761,407

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,872 / 8,794 ▼ 368 · as of Jun 2026

Top Industry

Software - Infrastructure 64.5%

Period ended 3 months ago

Filed Jul 17, 2026 · 3mo

23 quarters · since Dec 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

99 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

29.1%

−1.0 pts

Top 5

78.6%

−5.3 pts

Top 10

86.2%

−4.1 pts

HHI

1,704

Moderately concentrated−303

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	64.7%	$317,744,556	19
Technology	28.1%	$138,073,388	22
Communication Services	1.6%	$8,052,705	5
Financial Services	1.6%	$7,669,310	14
Industrials	1.1%	$5,584,226	10
Consumer Cyclical	0.9%	$4,311,512	5
Consumer Defensive	0.6%	$2,759,524	6
Healthcare	0.5%	$2,562,273	6
Energy	0.4%	$2,082,655	5
Utilities	0.2%	$1,126,477	4
Real Estate	0.1%	$467,948	2
Basic Materials	0.1%	$326,833	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	+71,326	2,866,475	$143,043,679
VB	Vanguard Morningstar Small-Cap ETF	+35,884	139,436	$39,724,677
KLAC	Kla Corp	+12,722	12,974	$3,914,385
BLND	Blend Labs, Inc.	+10,000	225,843	$386,191
CGNG	Capital Group New Geography Equity ETF	+6,549	57,930	$2,170,057
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
GOOGL	Alphabet Inc.	+318	11,383	$4,057,700
CSCO	Cisco Systems, Inc.	+299	4,988	$585,890
VXUS	Vanguard Total International Stock ETF	+299	44,625	$3,814,991
JPM	Jpmorgan Chase & Co	+287	1,246	$407,853
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	−56,430	24,312	$1,325,801
ACSG	American Century Small Cap Growth Insights ETF	−20,521	895,430	$82,060,791
FNDA	Schwab Fundamental U.S. Small Company ETF	−5,248	358,821	$9,121,974
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−5,210	391,585	$12,627,055
VEU	Vanguard FTSE All-World Ex-US ETF	−3,523	242,704	$11,771,709
NFLX	Netflix Inc	−2,471	6,982	$498,514
VCRM	Vanguard Core Tax-Exempt Bond ETF	−1,763	22,035	$1,263,330
PLTR	Palantir Technologies Inc.	−1,522	926,151	$108,054,037
BKF	iShares MSCI BIC ETF	−940	7,982	$722,123
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
HFXI	NYLI FTSE International Equity Currency Neutral ETF	−215	46,732	$1,137,924
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	$578,460
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	61,801	$4,777,895
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
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	1,354	$257,964
No positions match the current search.

Sold Out

Positions the filer fully exited

21 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	30,543	$5,181,925
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
SGOL	abrdn Gold ETF Trust	10,318	$460,389
WULF	Terawulf Inc.	21,676	$312,784
HON	Honeywell International Inc	1,370	$309,661
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
TTD	Trade Desk, Inc.	9,714	$220,410
PSX	Phillips 66	1,182	$215,336
AEM	Agnico Eagle Mines Ltd	1,023	$207,648
GILD	Gilead Sciences, Inc.	1,450	$202,086
UROY	Uranium Royalty Corp.	17,835	$65,097
VYGR	Voyager Therapeutics, Inc.	10,235	$39,507
CLVT	Clarivate PLC	12,269	$31,040
RNXT	RenovoRx, Inc.	20,000	$20,200
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

99 tracked positions · $490,761,407 total · filing declares 142 positions · $491,605,483 · 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 99 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DCOR	Dimensional US Core Equity 1 ETF	Added	2,866,475	+71,326	$143,043,679	+15.5%	29.15%
PLTR	Palantir Technologies Inc. Technology	Reduced	926,151	-1,522	$108,054,037	−20.4%	22.02%
ACSG	American Century Small Cap Growth Insights ETF	Reduced	895,430	-20,521	$82,060,791	+11.5%	16.72%
VB	Vanguard Morningstar Small-Cap ETF	Added	139,436	+35,884	$39,724,677	+24.0%	8.09%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	391,585	-5,210	$12,627,055	—	2.57%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	242,704	-3,523	$11,771,709	−2.6%	2.40%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	358,821	-5,248	$9,121,974	+9.9%	1.86%
AAPL	Apple Inc. Technology	Added	26,698	+817	$7,725,333	+17.6%	1.57%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	NEW	61,801	NEW	$4,777,895	NEW	0.97%
GOOGL	Alphabet Inc. Communication Services	Added	11,383	+318	$4,057,700	+27.6%	0.83%
NVDA	Nvidia Corp Technology	Added	20,136	+3,671	$4,029,012	+40.3%	0.82%
KLAC	Kla Corp Technology	Added	12,974	+12,722	$3,914,385	+955.0%	0.80%
VXUS	Vanguard Total International Stock ETF	Added	44,625	+299	$3,814,991	+11.6%	0.78%
MSFT	Microsoft Corp Technology	Added	7,493	+898	$2,795,038	+14.5%	0.57%
META	Meta Platforms, Inc. Communication Services	Reduced	4,930	-123	$2,777,019	−3.9%	0.57%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,382	+2,536	$2,712,785	+47.2%	0.55%
DE	Deere & Co Industrials	NEW	3,761	NEW	$2,385,715	NEW	0.49%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	3	0	$2,246,550	+4.3%	0.46%
CGNG	Capital Group New Geography Equity ETF	Added	57,930	+6,549	$2,170,057	+33.8%	0.44%
MU	Micron Technology Inc Technology	Added	1,566	+881	$1,807,618	+681.1%	0.37%
AVGO	Broadcom Inc. Technology	Added	4,622	+1,512	$1,745,960	+81.4%	0.36%
AMAT	Applied Materials Inc /De Technology	Added	2,397	+1,765	$1,733,031	+702.3%	0.35%
VIGI	Vanguard International Dividend Appreciation ETF	Held	10,600	0	$1,675,118	+6.7%	0.34%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	24,312	-56,430	$1,325,801	−75.9%	0.27%
KO	Coca Cola Co Consumer Defensive	Added	16,286	+1,219	$1,323,563	+15.5%	0.27%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Reduced	22,035	-1,763	$1,263,330	−8.3%	0.26%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,531	-285	$1,143,304	−3.2%	0.23%
HFXI	NYLI FTSE International Equity Currency Neutral ETF	Reduced	46,732	-215	$1,137,924	+0.6%	0.23%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,956	-133	$1,136,259	+167.4%	0.23%
BAC	Bank Of America Corp /De/ Financial Services	Added	18,292	+5,942	$1,042,278	+73.1%	0.21%
COP	Conocophillips Energy	NEW	9,449	NEW	$982,318	NEW	0.20%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,272	+207	$955,603	+24.5%	0.19%
V	Visa Inc. Financial Services	Added	2,257	+976	$774,354	+100.0%	0.16%
LLY	ELI LILLY & Co Healthcare	Added	637	+259	$764,036	+119.8%	0.16%
BKF	iShares MSCI BIC ETF	Reduced	7,982	-940	$722,123	+12.9%	0.15%
LRCX	Lam Research Corp Technology	NEW	1,632	NEW	$707,194	NEW	0.14%
VOYG	Voyager Technologies, Inc./TX Industrials	NEW	21,774	NEW	$702,211	NEW	0.14%
C	Citigroup Inc Financial Services	Added	4,478	+1,851	$626,740	+110.4%	0.13%
CSCO	Cisco Systems, Inc. Technology	Added	4,988	+299	$585,890	+61.0%	0.12%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	758	-101	$578,460	+72.5%	0.12%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Held	17,633	0	$565,243	+17.3%	0.12%
CAT	Caterpillar Inc Industrials	NEW	522	NEW	$555,877	NEW	0.11%
ABBV	AbbVie Inc. Healthcare	Added	2,055	+940	$517,120	+113.2%	0.11%
GEV	GE Vernova Inc. Industrials	Added	434	+62	$509,889	+57.0%	0.10%
NFLX	Netflix Inc Communication Services	Reduced	6,982	-2,471	$498,514	−45.2%	0.10%
MRVL	Marvell Technology, Inc. Technology	Reduced	1,650	-386	$491,518	+143.7%	0.10%
JNJ	Johnson & Johnson Healthcare	Added	1,851	+337	$470,098	+27.0%	0.10%
TRV	Travelers Companies, Inc. Financial Services	Added	1,398	+185	$461,507	+30.4%	0.09%
DELL	Dell Technologies Inc. Technology	NEW	1,054	NEW	$454,758	NEW	0.09%
L	Loews Corp Financial Services	Reduced	3,801	-489	$430,311	−6.0%	0.09%

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.