Cypress Point Wealth Management, LLC

13F filer · CIK 0001825611

Reported Jul 17, 2026

Net buyer this quarter

13F portfolio value$492MU.S. long equity reported on 13F

Positions8637 new · 21 closed

Net flow last quarter+$13MBuys minus sells

Top 10 positions weight28.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 17, 202686 positions
PLTRPalantir Technologies Inc.	$108M	21.98%	0.04%	-0.2%	Q4 2020
AAPLApple Inc.	$7.73M	1.57%	0.00%	+3.2%	Q4 2020
NVDANvidia Corp	$4.03M	0.82%	0.00%	+22.3%	Q3 2023
KLACKla Corp	$3.91M	0.80%	0.00%	+414.8%	Q1 2026
GOOGLAlphabet Inc.	$3.16M	0.64%	0.00%	+1.6%	Q4 2020
MSFTMicrosoft Corp	$2.8M	0.57%	0.00%	+13.6%	Q4 2020
METAMeta Platforms, Inc.	$2.78M	0.56%	Not reported	-2.4%	Q4 2020
AMZNAmazon Com Inc	$2.71M	0.55%	0.00%	+28.7%	Q4 2020
DEDeere & Co	$2.39M	0.49%	0.00%	New	Q2 2026
BRK.ABerkshire Hathaway Inc	$2.25M	0.46%	Not reported	Not reported	Q1 2025
AVIVAviv REIT, Inc.	$1.94M	0.40%	0.05%	-4.5%	Q4 2022
MUMicron Technology Inc	$1.81M	0.37%	0.00%	+128.6%	Q1 2026
DFAXGulf Resources, Inc.	$1.79M	0.36%	Not reported	+0.1%	Q4 2023
AVGOBroadcom Inc.	$1.75M	0.36%	0.00%	+48.6%	Q2 2024
AMATApplied Materials Inc	$1.73M	0.35%	0.00%	+279.3%	Q2 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.68M	0.34%	Not reported	Not reported	Q4 2020
KOCoca Cola Co	$1.32M	0.27%	0.00%	+8.1%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$1.14M	0.23%	Not reported	-15.7%	Q4 2020
AMDAdvanced Micro Devices Inc	$1.14M	0.23%	0.00%	-6.4%	Q3 2021
BACBank of America Corp	$1.04M	0.21%	0.00%	+48.1%	Q4 2020
COPConocophillips	$982K	0.20%	0.00%	Not reported	Q4 2020
TSLATesla, Inc.	$956K	0.19%	0.00%	+10.0%	Q4 2020
GOOGAlphabet Inc.	$896K	0.18%	Not reported	+7.7%	Q4 2020
VVisa Inc.	$774K	0.16%	0.00%	+76.2%	Q4 2020
LLYELI LILLY & Co	$764K	0.16%	0.00%	+68.5%	Q2 2021
LRCXLam Research Corp	$707K	0.14%	0.00%	New	Q2 2026
VOYGVoyager Technologies, Inc.	$702K	0.14%	Not reported	New	Q2 2026
CCitigroup Inc	$627K	0.13%	0.00%	+70.5%	Q2 2021
CSCOCisco Systems, Inc.	$586K	0.12%	0.00%	+6.4%	Q4 2020
CRWDCrowdStrike Holdings, Inc.	$578K	0.12%	0.00%	-11.8%	Q2 2025
CATCaterpillar Inc	$556K	0.11%	0.00%	New	Q2 2026
ABBVAbbVie Inc.	$517K	0.11%	0.00%	+84.3%	Q1 2026
GEVGE Vernova Inc.	$510K	0.10%	0.00%	+16.7%	Q1 2026
NFLXNetflix Inc	$499K	0.10%	0.00%	-26.1%	Q4 2023
MRVLMarvell Technology, Inc.	$492K	0.10%	0.00%	-19.0%	Q1 2026
JNJJohnson & Johnson	$470K	0.10%	0.00%	+22.3%	Q4 2020
TRVTravelers Companies, Inc.	$462K	0.09%	0.00%	+15.3%	Q4 2020
EMXCEmax Holdings Corp	$459K	0.09%	Not reported	+0.6%	Q3 2025
DELLDell Technologies Inc.	$455K	0.09%	0.00%	New	Q2 2026
LLoews Corp	$430K	0.09%	0.00%	-11.4%	Q4 2020
TAt&T Inc.	$429K	0.09%	0.00%	-2.5%	Q4 2020
JPMJPMorgan Chase & Co	$408K	0.08%	0.00%	+29.9%	Q4 2020
BLNDBlend Labs, Inc.	$386K	0.08%	0.10%	+4.6%	Q4 2021
WMTWalmart Inc.	$381K	0.08%	0.00%	+65.1%	Q4 2020
ALLAllstate Corp	$378K	0.08%	0.00%	+9.1%	Q4 2020
DDominion Energy, Inc	$368K	0.07%	0.00%	Not reported	Q4 2020
COSTCostco Wholesale Corp	$368K	0.07%	0.00%	Not reported	Q4 2020
CRMSalesforce, Inc.	$352K	0.07%	0.00%	-13.4%	Q1 2021
FIXComfort Systems USA Inc	$327K	0.07%	0.00%	New	Q2 2026
FNVFRANCO NEVADA Corp	$327K	0.07%	0.00%	Not reported	Q1 2026

Q1 2026Reported Apr 13, 202670 positions
PLTRPalantir Technologies Inc.	$136M	29.23%	0.04%	+0.2%	Q4 2020
AAPLApple Inc.	$6.57M	1.41%	0.00%	+251.8%	Q4 2020
XOMExxonMobil Holdings Corp	$5.18M	1.12%	0.00%	-26.8%	Q4 2020
METAMeta Platforms, Inc.	$2.89M	0.62%	Not reported	+22.8%	Q4 2020
NVDANvidia Corp	$2.87M	0.62%	0.00%	+1431.6%	Q3 2023
GOOGLAlphabet Inc.	$2.51M	0.54%	0.00%	+273.8%	Q4 2020
MSFTMicrosoft Corp	$2.44M	0.53%	0.00%	+262.8%	Q4 2020
BRK.ABerkshire Hathaway Inc	$2.15M	0.46%	Not reported	Not reported	Q1 2025
AVIVAviv REIT, Inc.	$1.97M	0.42%	0.05%	-0.2%	Q4 2022
AMZNAmazon Com Inc	$1.84M	0.40%	0.00%	+385.2%	Q4 2020
DFAXGulf Resources, Inc.	$1.65M	0.36%	Not reported	0.0%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.57M	0.34%	Not reported	+1.9%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$1.18M	0.25%	Not reported	+34.7%	Q4 2020
KOCoca Cola Co	$1.15M	0.25%	0.00%	+9.7%	Q4 2020
AVGOBroadcom Inc.	$963K	0.21%	0.00%	Not reported	Q2 2024
NFLXNetflix Inc	$909K	0.20%	0.00%	+144.9%	Q4 2023
TSLATesla, Inc.	$768K	0.17%	0.00%	+156.5%	Q4 2020
ARWRArrowhead Pharmaceuticals, Inc.	$702K	0.15%	0.01%	Not reported	Q4 2025
GOOGAlphabet Inc.	$675K	0.15%	Not reported	Not reported	Q4 2020
ASTSAST SpaceMobile, Inc.	$663K	0.14%	Not reported	Not reported	Q4 2025
UAMYUnited States Antimony Corp	$647K	0.14%	0.05%	Not reported	Q4 2025
TAt&T Inc.	$616K	0.13%	0.00%	+53.0%	Q4 2020
BACBank of America Corp	$602K	0.13%	0.00%	+135.0%	Q4 2020
CRMSalesforce, Inc.	$485K	0.10%	0.00%	+68.3%	Q1 2021
SGOLabrdn Gold ETF Trust	$460K	0.10%	0.01%	Not reported	Q3 2025
LLoews Corp	$458K	0.10%	0.00%	Not reported	Q4 2020
AMDAdvanced Micro Devices Inc	$425K	0.09%	0.00%	Not reported	Q3 2021
FNVFRANCO NEVADA Corp	$387K	0.08%	0.00%	New	Q1 2026
VVisa Inc.	$387K	0.08%	0.00%	Not reported	Q4 2020
KLACKla Corp	$371K	0.08%	0.00%	New	Q1 2026
JNJJohnson & Johnson	$370K	0.08%	0.00%	Not reported	Q4 2020
BLNDBlend Labs, Inc.	$367K	0.08%	0.09%	Not reported	Q4 2021
CSCOCisco Systems, Inc.	$364K	0.08%	0.00%	Not reported	Q4 2020
TRVTravelers Companies, Inc.	$354K	0.08%	0.00%	Not reported	Q4 2020
EMXCEmax Holdings Corp	$351K	0.08%	Not reported	Not reported	Q3 2025
LLYELI LILLY & Co	$348K	0.07%	0.00%	Not reported	Q2 2021
MRKMerck & Co., Inc.	$347K	0.07%	0.00%	Not reported	Q4 2020
CRWDCrowdStrike Holdings, Inc.	$335K	0.07%	0.00%	+5.9%	Q2 2025
GEVGE Vernova Inc.	$325K	0.07%	0.00%	New	Q1 2026
WULFTerawulf Inc.	$313K	0.07%	0.01%	-15.0%	Q4 2025
HONHoneywell International Inc	$310K	0.07%	0.00%	Not reported	Q4 2020
ALLAllstate Corp	$302K	0.06%	0.00%	Not reported	Q4 2020
POWLPowell Industries Inc	$300K	0.06%	0.00%	New	Q1 2026
CCitigroup Inc	$298K	0.06%	0.00%	Not reported	Q2 2021
JPMJPMorgan Chase & Co	$282K	0.06%	0.00%	Not reported	Q4 2020
BKNGBooking Holdings Inc.	$282K	0.06%	0.00%	New	Q1 2026
ABTAbbott Laboratories	$279K	0.06%	0.00%	Not reported	Q4 2020
ACNAccenture plc	$273K	0.06%	0.00%	Not reported	Q4 2020
CVXChevron Corp	$258K	0.06%	0.00%	Not reported	Q4 2020
WMTWalmart Inc.	$253K	0.05%	0.00%	Not reported	Q4 2020

Q4 2025Reported Feb 2, 202635 positions
PLTRPalantir Technologies Inc.	$165M	35.92%	0.04%	-23.9%	Q4 2020
XOMExxonMobil Holdings Corp	$5.02M	1.10%	0.00%	Not reported	Q4 2020
COPConocophillips	$2.75M	0.60%	0.00%	Not reported	Q4 2020
METAMeta Platforms, Inc.	$2.72M	0.59%	Not reported	+9.0%	Q4 2020
BRK.ABerkshire Hathaway Inc	$2.26M	0.49%	Not reported	Not reported	Q1 2025
AAPLApple Inc.	$2M	0.44%	0.00%	+37.3%	Q4 2020
AVIVAviv REIT, Inc.	$1.88M	0.41%	0.05%	-0.6%	Q4 2022
DFAXGulf Resources, Inc.	$1.59M	0.35%	Not reported	0.0%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.49M	0.33%	Not reported	Not reported	Q4 2020
KOCoca Cola Co	$961K	0.21%	0.00%	+0.7%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$919K	0.20%	Not reported	+173.4%	Q4 2020
MSFTMicrosoft Corp	$879K	0.19%	0.00%	+12.4%	Q4 2020
ARWRArrowhead Pharmaceuticals, Inc.	$744K	0.16%	0.01%	New	Q4 2025
GOOGLAlphabet Inc.	$730K	0.16%	0.00%	+4.5%	Q4 2020
BLNDBlend Labs, Inc.	$656K	0.14%	0.08%	-1.3%	Q4 2021
ASTSAST SpaceMobile, Inc.	$581K	0.13%	Not reported	New	Q4 2025
QQQInvesco QQQ Trust, Series 1	$489K	0.11%	Not reported	New	Q4 2025
SGOLabrdn Gold ETF Trust	$424K	0.09%	0.01%	Not reported	Q3 2025
AMZNAmazon Com Inc	$421K	0.09%	0.00%	+43.0%	Q4 2020
CRMSalesforce, Inc.	$409K	0.09%	0.00%	Not reported	Q1 2021
CRWDCrowdStrike Holdings, Inc.	$380K	0.08%	0.00%	+97.8%	Q2 2025
UAMYUnited States Antimony Corp	$372K	0.08%	0.05%	New	Q4 2025
TSLATesla, Inc.	$362K	0.08%	0.00%	+10.3%	Q4 2020
NFLXNetflix Inc	$362K	0.08%	0.00%	Not reported	Q4 2023
TAt&T Inc.	$345K	0.08%	0.00%	+0.1%	Q4 2020
TTDTrade Desk, Inc.	$342K	0.07%	Not reported	New	Q4 2025
EMXCEmax Holdings Corp	$324K	0.07%	Not reported	+1.9%	Q3 2025
KKRKKR & Co. Inc.	$296K	0.06%	0.00%	Not reported	Q2 2021
WULFTerawulf Inc.	$293K	0.06%	0.01%	New	Q4 2025
BACBank of America Corp	$289K	0.06%	0.00%	0.0%	Q4 2020
HOODRobinhood Markets, Inc.	$267K	0.06%	0.00%	Not reported	Q4 2021
PBProsperity Bancshares Inc	$207K	0.05%	0.00%	New	Q4 2025
NVDANvidia Corp	$201K	0.04%	0.00%	Not reported	Q3 2023
FLDFold Holdings, Inc.	$142K	0.03%	0.11%	Not reported	Q3 2025
RNXTRenovoRx, Inc.	$16.8K	0.00%	0.05%	New	Q4 2025
Q3 2025Reported Oct 8, 202527 positions
PLTRPalantir Technologies Inc.	$222M	44.90%	0.05%	-1.4%	Q4 2020
XOMExxonMobil Holdings Corp	$4.7M	0.95%	0.00%	Not reported	Q4 2020
METAMeta Platforms, Inc.	$2.77M	0.56%	Not reported	-36.4%	Q4 2020
BRK.ABerkshire Hathaway Inc	$2.26M	0.46%	Not reported	Not reported	Q1 2025
AVIVAviv REIT, Inc.	$1.79M	0.36%	0.05%	-0.3%	Q4 2022
DFAXGulf Resources, Inc.	$1.52M	0.31%	Not reported	0.0%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.47M	0.30%	Not reported	Not reported	Q4 2020
AAPLApple Inc.	$1.36M	0.28%	0.00%	-27.9%	Q4 2020
KOCoca Cola Co	$905K	0.18%	0.00%	+0.5%	Q4 2020
MSFTMicrosoft Corp	$838K	0.17%	0.00%	Not reported	Q4 2020
BLNDBlend Labs, Inc.	$798K	0.16%	0.08%	-0.7%	Q4 2021
GOOGLAlphabet Inc.	$542K	0.11%	0.00%	-0.5%	Q4 2020
NFLXNetflix Inc	$463K	0.09%	0.00%	Not reported	Q4 2023
TAt&T Inc.	$392K	0.08%	0.00%	0.0%	Q4 2020
SGOLabrdn Gold ETF Trust	$380K	0.08%	0.01%	New	Q3 2025
CRMSalesforce, Inc.	$366K	0.07%	0.00%	Not reported	Q1 2021
HOODRobinhood Markets, Inc.	$338K	0.07%	0.00%	-9.9%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$328K	0.07%	Not reported	+0.2%	Q4 2020
TSLATesla, Inc.	$325K	0.07%	0.00%	+0.6%	Q4 2020
KKRKKR & Co. Inc.	$302K	0.06%	0.00%	Not reported	Q2 2021
EMXCEmax Holdings Corp	$296K	0.06%	Not reported	New	Q3 2025
AMZNAmazon Com Inc	$280K	0.06%	0.00%	-5.0%	Q4 2020
BACBank of America Corp	$271K	0.05%	0.00%	0.0%	Q4 2020
BXBlackstone Inc.	$220K	0.04%	0.00%	Not reported	Q4 2020
FLDFold Holdings, Inc.	$210K	0.04%	0.11%	New	Q3 2025
CRWDCrowdStrike Holdings, Inc.	$201K	0.04%	0.00%	Not reported	Q2 2025
SYYSysco Corp	$200K	0.04%	0.00%	Not reported	Q3 2021

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