Cypress Point Wealth Management, LLC
CIK
1825611
Location
DALLAS, TX
Portfolio Value
Micro
$1,399,003
Diversification
Highly concentrated
Filing Date
Global Rank
#4,096
/ 8,232
▲ 136
Top Industry
Software - Infrastructure
77.3%
3Y Alpha vs SPY
+49.3%
Period ended 2 months ago
Filed Apr 13, 2026 · 2mo
22 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+392.7%
SPY
+76.3%
Annualised alpha
+49.3%
Max drawdown
−37.5%
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
64 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
75.1%
−12.4 pts
Top 5
84.8%
−9.3 pts
Top 10
89.8%
−6.5 pts
HHI
5,672
Highly concentrated−1,993
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 84.6% | $152,959,167 |
| Communication Services | 4.0% | $7,141,343 |
| Energy | 3.2% | $5,719,948 |
| Financial Services | 2.0% | $3,535,646 |
| Consumer Cyclical | 1.7% | $3,128,910 |
| Healthcare | 1.5% | $2,785,768 |
| Unclassified | 0.9% | $1,641,406 |
| Consumer Defensive | 0.8% | $1,399,003 |
| Basic Materials | 0.7% | $1,241,661 |
| Industrials | 0.7% | $1,178,152 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | $335,362 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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 | |
| KLAC | Kla Corp | 252 | $371,047 | |
| 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 | |
| GEV | GE Vernova Inc. | 372 | $324,718 | |
| HON | Honeywell International Inc | 1,370 | $309,661 | |
| ALL | Allstate Corp | 1,455 | $301,679 | |
| POWL | Powell Industries Inc | 555 | $300,299 | |
| C | Citigroup Inc | 2,627 | $297,928 | |
| JPM | Jpmorgan Chase & Co | 959 | $282,099 | |
| BKNG | Booking Holdings Inc. | 67 | $282,091 | |
| 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 | |
| No positions match the current search. | ||||
2 positions ·
$1,399,003 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 15,067 | $1,145,845 | 81.90% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 2,037 | $253,158 | 18.10% |