Cypress Point Wealth Management, LLC

CIK

1825611

Location

DALLAS, TX

Portfolio Value

Small $174,507,707

Diversification

Highly concentrated

Filing Date

Global Rank

#4,493 / 8,603 ▲ 20 · as of Mar 2026

Top Industry

Software - Infrastructure 80.0%

3Y Alpha vs SPY

+52.5%

Period ended 3 months ago

Filed Apr 13, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+481.1%

SPY

+76.0%

Annualised alpha

+59.0%

Max drawdown

−44.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

63 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

77.8%

−12.2 pts

Top 5

86.3%

−8.4 pts

Top 10

90.6%

−6.2 pts

HHI

6,075

Highly concentrated−2,034

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	87.3%	$152,373,702	19
Communication Services	4.1%	$7,141,343	5
Financial Services	2.0%	$3,535,646	11
Consumer Cyclical	1.6%	$2,858,102	4
Healthcare	1.6%	$2,785,768	10
Unclassified	0.9%	$1,641,406	2
Consumer Defensive	0.8%	$1,399,003	2
Basic Materials	0.7%	$1,241,661	3
Industrials	0.6%	$993,053	4
Energy	0.3%	$538,023	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+18,524	25,881	$6,568,338
NVDA	Nvidia Corp	+15,390	16,465	$2,871,496
T	At&T Inc.	+7,360	21,243	$615,834
BAC	Bank Of America Corp /De/	+7,094	12,350	$602,062
AMZN	Amazon Com Inc	+7,023	8,846	$1,842,356
GOOGL	Alphabet Inc.	+6,381	8,712	$2,505,222
NFLX	Netflix Inc	+5,593	9,453	$908,905
MSFT	Microsoft Corp	+4,777	6,595	$2,441,271
PLTR	Palantir Technologies Inc.	+1,793	927,673	$135,700,006
KO	Coca Cola Co	+1,326	15,067	$1,145,845
TSLA	Tesla, Inc.	+1,260	2,065	$767,663
CRM	Salesforce, Inc.	+1,054	2,597	$484,781
META	Meta Platforms, Inc.	+939	5,053	$2,890,972
TTD	Trade Desk, Inc.	+714	9,714	$220,410
SPY	Spdr S&P 500 ETF Trust	+468	1,816	$1,181,017
KKR	KKR & Co. Inc.	+327	2,652	$245,310
CRWD	CrowdStrike Holdings, Inc.	+48	859	$83,840
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
WULF	Terawulf Inc.	−3,824	21,676	$312,784
FLD	Fold Holdings, Inc.	−900	53,604	$70,757
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AVGO	Broadcom Inc.	3,110	$962,576
L	Loews Corp	4,290	$457,914
AMD	Advanced Micro Devices Inc	2,089	$424,965
FNV	FRANCO NEVADA Corp	1,568	$387,374
V	Visa Inc.	1,281	$387,169
JNJ	Johnson & Johnson	1,514	$370,082
CSCO	Cisco Systems, Inc.	4,689	$363,819
TRV	Travelers Companies, Inc.	1,213	$353,807
LLY	ELI LILLY & Co	378	$347,673
MRK	Merck & Co., Inc.	2,883	$346,796
HON	Honeywell International Inc	1,370	$324,762
GEV	GE Vernova Inc.	372	$324,718
ALL	Allstate Corp	1,455	$301,679
C	Citigroup Inc	2,627	$297,928
JPM	Jpmorgan Chase & Co	959	$282,099
ABT	Abbott Laboratories	2,715	$278,749
ACN	Accenture plc	1,379	$273,441
CVX	Chevron Corp	1,245	$257,590
WMT	Walmart Inc.	2,037	$253,158
INTU	Intuit Inc.	575	$248,618
GE	General Electric Co	858	$243,474
ABBV	AbbVie Inc.	1,115	$242,501
HD	Home Depot, Inc.	720	$236,800
TMO	Thermo Fisher Scientific Inc.	480	$235,934
MU	Micron Technology Inc	685	$231,420
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
COP	Conocophillips	29,389	$2,751,104
QQQ	Invesco Qqq Trust, Series 1	796	$488,990
HOOD	Robinhood Markets, Inc.	2,359	$266,802
PB	Prosperity Bancshares Inc	3,000	$207,330
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

63 positions · $174,507,707 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 63 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PLTR	Palantir Technologies Inc. Technology	Added	927,673	+1,793	$135,700,006	−17.5%	77.76%
AAPL	Apple Inc. Technology	Added	25,881	+18,524	$6,568,338	+228.4%	3.76%
META	Meta Platforms, Inc. Communication Services	Added	5,053	+939	$2,890,972	+6.5%	1.66%
NVDA	Nvidia Corp Technology	Added	16,465	+15,390	$2,871,496	+1332.3%	1.65%
GOOGL	Alphabet Inc. Communication Services	Added	8,712	+6,381	$2,505,222	+243.4%	1.44%
MSFT	Microsoft Corp Technology	Added	6,595	+4,777	$2,441,271	+177.7%	1.40%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,846	+7,023	$1,842,356	+337.8%	1.06%
SPY	Spdr S&P 500 ETF Trust	Added	1,816	+468	$1,181,017	+28.5%	0.68%
KO	Coca Cola Co Consumer Defensive	Added	15,067	+1,326	$1,145,845	+19.3%	0.66%
AVGO	Broadcom Inc. Technology	NEW	3,110	NEW	$962,576	NEW	0.55%
NFLX	Netflix Inc Communication Services	Added	9,453	+5,593	$908,905	+151.1%	0.52%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,065	+1,260	$767,663	+112.0%	0.44%
ARWR	Arrowhead Pharmaceuticals, Inc. Healthcare	Held	11,200	0	$702,240	−5.6%	0.40%
ASTS	AST SpaceMobile, Inc. Technology	Held	8,000	0	$662,960	+14.1%	0.38%
UAMY	United States Antimony Corp Basic Materials	Held	74,071	0	$646,639	+73.9%	0.37%
T	At&T Inc. Communication Services	Added	21,243	+7,360	$615,834	+78.6%	0.35%
BAC	Bank Of America Corp /De/ Financial Services	Added	12,350	+7,094	$602,062	+108.3%	0.35%
CRM	Salesforce, Inc. Technology	Added	2,597	+1,054	$484,781	+18.6%	0.28%
SGOL	abrdn Gold ETF Trust	Held	10,318	0	$460,389	+8.6%	0.26%
L	Loews Corp Financial Services	NEW	4,290	NEW	$457,914	NEW	0.26%
AMD	Advanced Micro Devices Inc Technology	NEW	2,089	NEW	$424,965	NEW	0.24%
FNV	FRANCO NEVADA Corp Basic Materials	NEW	1,568	NEW	$387,374	NEW	0.22%
V	Visa Inc. Financial Services	NEW	1,281	NEW	$387,169	NEW	0.22%
JNJ	Johnson & Johnson Healthcare	NEW	1,514	NEW	$370,082	NEW	0.21%
BLND	Blend Labs, Inc. Technology	Held	215,843	0	$366,933	−44.1%	0.21%
CSCO	Cisco Systems, Inc. Technology	NEW	4,689	NEW	$363,819	NEW	0.21%
TRV	Travelers Companies, Inc. Financial Services	NEW	1,213	NEW	$353,807	NEW	0.20%
LLY	ELI LILLY & Co Healthcare	NEW	378	NEW	$347,673	NEW	0.20%
MRK	Merck & Co., Inc. Healthcare	NEW	2,883	NEW	$346,796	NEW	0.20%
HON	Honeywell International Inc Industrials	NEW	1,370	NEW	$324,762	NEW	0.19%
GEV	GE Vernova Inc. Industrials	NEW	372	NEW	$324,718	NEW	0.19%
WULF	Terawulf Inc. Financial Services	Reduced	21,676	-3,824	$312,784	+6.8%	0.18%
ALL	Allstate Corp Financial Services	NEW	1,455	NEW	$301,679	NEW	0.17%
C	Citigroup Inc Financial Services	NEW	2,627	NEW	$297,928	NEW	0.17%
JPM	Jpmorgan Chase & Co Financial Services	NEW	959	NEW	$282,099	NEW	0.16%
ABT	Abbott Laboratories Healthcare	NEW	2,715	NEW	$278,749	NEW	0.16%
ACN	Accenture plc Technology	NEW	1,379	NEW	$273,441	NEW	0.16%
CVX	Chevron Corp Energy	NEW	1,245	NEW	$257,590	NEW	0.15%
WMT	Walmart Inc. Consumer Defensive	NEW	2,037	NEW	$253,158	NEW	0.15%
INTU	Intuit Inc. Technology	NEW	575	NEW	$248,618	NEW	0.14%
KKR	KKR & Co. Inc. Financial Services	Added	2,652	+327	$245,310	−17.2%	0.14%
GE	General Electric Co Industrials	NEW	858	NEW	$243,474	NEW	0.14%
ABBV	AbbVie Inc. Healthcare	NEW	1,115	NEW	$242,501	NEW	0.14%
HD	Home Depot, Inc. Consumer Cyclical	NEW	720	NEW	$236,800	NEW	0.14%
TMO	Thermo Fisher Scientific Inc. Healthcare	NEW	480	NEW	$235,934	NEW	0.14%
MU	Micron Technology Inc Technology	NEW	685	NEW	$231,420	NEW	0.13%
AXP	American Express Co Financial Services	NEW	741	NEW	$224,137	NEW	0.13%
TTD	Trade Desk, Inc. Communication Services	Added	9,714	+714	$220,410	−35.5%	0.13%
AMAT	Applied Materials Inc /De Technology	NEW	632	NEW	$216,011	NEW	0.12%
PSX	Phillips 66 Energy	NEW	1,182	NEW	$215,336	NEW	0.12%