Latest Cypress Point Wealth Management, LLC Stock Portfolio

Cypress Point Wealth Management, LLC Performance:

2025 Q4: -0.29%YTD: 48.2%2024: 49.74%

Performance for 2025 Q4 is -0.29%, and YTD is 48.2%, and 2024 is 49.74%.

About Cypress Point Wealth Management, LLC and 13F Hedge Fund Stock Holdings

Cypress Point Wealth Management, LLC is a hedge fund based in Dallas, TX. On 2026-02-02, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cypress Point Wealth Management, LLC reported an equity portfolio of $458.2 Millions as of 31 Dec, 2025.

The top stock holdings of Cypress Point Wealth Management, LLC are PLTR, DFAC, AEMB. The fund has invested 35.9% of it's portfolio in PALANTIR TECHNOLOGIES INC and 11.3% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off ISHARES TR (BGRN), AMERICAN CENTY ETF TR (AEMB) and BLACKSTONE INC (BX) stocks. They significantly reduced their stock positions in NEW YORK LIFE INVTS ACTIVE E (ESGB), DIMENSIONAL ETF TRUST (DFAC) and PALANTIR TECHNOLOGIES INC (PLTR). Cypress Point Wealth Management, LLC opened new stock positions in ISHARES TR, CONOCOPHILLIPS (COP) and ISHARES TR (BGRN). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SPDR S&P 500 ETF TR (SPY) and CROWDSTRIKE HLDGS INC (CRWD).

Cypress Point Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Cypress Point Wealth Management, LLC made a return of -0.29% in the last quarter. In trailing 12 months, it's portfolio return was 48.2%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	2,996,900
conocophillips	2,751,120
ishares tr	1,018,200
arrowhead pharmaceuticals in	743,568
ast spacemobile inc	581,040
invesco qqq tr	488,749
united states antimony corp	371,837
vanguard mun bd fds	343,844

New stocks bought by Cypress Point Wealth Management, LLC

Additions

Ticker	% Inc.
netflix inc	900
spdr s&p 500 etf tr	173
crowdstrike hldgs inc	97.8
vanguard bd index fds	85.2
vanguard bd index fds	51.83
american centy etf tr	47.76
amazon com inc	42.98
apple inc	37.33

Additions to existing portfolio by Cypress Point Wealth Management, LLC

Reductions

Ticker	% Reduced
new york life invts active e	-51.9
dimensional etf trust	-38.54
dimensional etf trust	-34.14
palantir technologies inc	-23.88
vanguard index fds	-13.05
american centy etf tr	-9.84
schwab strategic tr	-8.6
american centy etf tr	-6.97

Cypress Point Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-3,027,270
ishares tr	-755,700
american centy etf tr	-233,071
sysco corp	-200,169
blackstone inc	-220,397

Cypress Point Wealth Management, LLC got rid off the above stocks

Sector Distribution

Cypress Point Wealth Management, LLC has about 59.2% of it's holdings in Others sector.

Sector	%
Others	59.2
Technology	37.4
Energy	1.7

Market Cap. Distribution

Cypress Point Wealth Management, LLC has about 40.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	59.2
LARGE-CAP	37.1
MEGA-CAP	3.1

Stocks belong to which Index?

About 3.8% of the stocks held by Cypress Point Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	95.8
S&P 500	3.8

Top 5 Winners (%)		%
GOOG	alphabet inc	28.0 %
CRM	salesforce inc	11.8 %
SGOL	etfs gold tr	11.6 %
EMGF	ishares inc	7.6 %
XOM	exxon mobil corp	6.7 %

Top 5 Winners ($)		$
DFAC	dimensional etf trust	1.3 M
AEMB	american centy etf tr	0.9 M
DFAC	dimensional etf trust	0.8 M
DFAC	dimensional etf trust	0.4 M
DFAC	dimensional etf trust	0.4 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
EMLD	fold hldgs inc	-32.4 %
HOOD	robinhood mkts inc	-21.0 %
BLND	blend labs inc	-16.6 %
T	at&t inc	-12.0 %

Top 5 Losers ($)		$
PLTR	palantir technologies inc	-5.0 M
NFLX	netflix inc	-2.3 M
META	meta platforms inc	-0.3 M
VEU	vanguard intl equity index f	-0.3 M
FNDA	schwab strategic tr	-0.1 M

Cypress Point Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Cypress Point Wealth Management, LLC

Cypress Point Wealth Management, LLC has 88 stocks in it's portfolio. About 74.7% of the portfolio is in top 10 stocks. PLTR proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Cypress Point Wealth Management, LLC last quarter.

Last Reported on: 02 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.44	7,357	2,000,080	added	37.33

ACWF	ishares tr	0.05	8,434	210,429	unchanged	0.00

ACWF	ishares tr	0.00	0.00	0.00	sold off	-100

ACWV	ishares inc	0.48	32,466	2,190,820	reduced	-5.54

ACWV	ishares inc	0.06	4,460	285,619	unchanged	0.00

AEMB	american centy etf tr	7.86	457,783	35,990,900	added	9.33

AEMB	american centy etf tr	1.61	95,938	7,389,140	added	4.73

AEMB	american centy etf tr	1.22	50,025	5,591,740	reduced	-6.97

AEMB	american centy etf tr	1.03	50,147	4,712,330	added	0.09

AEMB	american centy etf tr	0.89	49,469	4,072,270	added	1.19

AEMB	american centy etf tr	0.65	51,000	2,995,770	added	6.21

AEMB	american centy etf tr	0.51	30,795	2,333,320	added	0.01

AEMB	american centy etf tr	0.42	18,907	1,928,160	reduced	-9.84

AEMB	american centy etf tr	0.41	26,352	1,877,060	reduced	-0.61

AEMB	american centy etf tr	0.31	24,200	1,411,080	reduced	-2.56

AEMB	american centy etf tr	0.18	13,465	840,327	added	47.76

AEMB	american centy etf tr	0.00	0.00	0.00	sold off	-100

AGT	ishares tr	0.31	59,000	1,429,570	unchanged	0.00

AMZN	amazon com inc	0.09	1,823	420,785	added	42.98

ARWR	arrowhead pharmaceuticals in	0.16	11,200	743,568	new