Cypress Point Wealth Management, LLC
Top Portfolio Positions
64 positions ·
$180,479,482 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PLTR |
Palantir Technologies Inc.
Technology
|
927,673 | $135,700,006 | 75.19% | |
| AAPL |
Apple Inc.
Technology
|
25,881 | $6,568,338 | 3.64% | |
| XOM |
Exxon Mobil Corp
Energy
|
30,543 | $5,181,925 | 2.87% | |
| META |
Meta Platforms, Inc.
Communication Services
|
5,053 | $2,890,972 | 1.60% | |
| NVDA |
Nvidia Corp
Technology
|
16,465 | $2,871,496 | 1.59% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,712 | $2,505,222 | 1.39% | |
| MSFT |
Microsoft Corp
Technology
|
6,595 | $2,441,271 | 1.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,846 | $1,842,356 | 1.02% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,816 | $1,181,017 | 0.65% | |
| KO |
Coca Cola Co
Consumer Defensive
|
15,067 | $1,145,845 | 0.63% |
Portfolio Trend
22 quarters · across all stocks
Holdings in FLD
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $70,757 | 53,604 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $142,255 | 54,504 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $210,385 | 54,504 | Shares | Sole | 2025-10-08 | |
| No 13F history on record for this holder in this stock. | ||||||