Latest Cypress Point Wealth Management, LLC Stock Portfolio

Cypress Point Wealth Management, LLC Performance:

2026 Q1: -6.32%YTD: -6.32%2025: 48.84%

Performance for 2026 Q1 is -6.32%, and YTD is -6.32%, and 2025 is 48.84%.

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 2026-04-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cypress Point Wealth Management, LLC reported an equity portfolio of $464.3 Millions as of 31 Mar, 2026.

The top stock holdings of Cypress Point Wealth Management, LLC are PLTR, DFAC, AEMB. The fund has invested 29.2% of it's portfolio in PALANTIR TECHNOLOGIES INC and 11.5% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off ISHARES TR (DMXF), CONOCOPHILLIPS (COP) and ISHARES TR (BGRN) stocks. They significantly reduced their stock positions in EXXON MOBIL CORP (XOM), NEW YORK LIFE INVTS ACTIVE E (ESGB) and ISHARES TR (IBCE). Cypress Point Wealth Management, LLC opened new stock positions in ISHARES TR (DMXF), BROADCOM INC (AVGO) and ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), AMAZON COM INC (AMZN) and ALPHABET INC (GOOG).

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 -6.32% in the last quarter. In trailing 12 months, it's portfolio return was 36.37%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	3,034,860
broadcom inc	962,577
alphabet inc	675,028
loews corp	457,915
advanced micro devices inc	424,966
franco nev corp	387,375
visa inc	387,170
kla corp	371,048

New stocks bought by Cypress Point Wealth Management, LLC

Additions

Ticker	% Inc.
nvidia corporation	1,431
amazon com inc	385
alphabet inc	273
microsoft corp	262
apple inc	251
tesla inc	156
netflix inc.	144
bank america corp	134

Additions to existing portfolio by Cypress Point Wealth Management, LLC

Reductions

Ticker	% Reduced
exxon mobil corp	-26.77
new york life invts active e	-25.23
ishares tr	-20.23
dimensional etf trust	-20.01
terawulf inc	-15.00
vanguard bd index fds	-13.9
vanguard intl equity index f	-9.71
ishares inc	-7.86

Cypress Point Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-3,044,430
ishares tr	-1,429,570
ishares tr	-1,018,200
ishares tr	-849,800
conocophillips	-2,751,120
ishares tr	-210,429
prosperity bancshares inc	-207,330
robinhood mkts inc	-266,803

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

Sector Distribution

Cypress Point Wealth Management, LLC has about 61.5% of it's holdings in Others sector.

Sector	%
Others	61.5
Technology	33
Communication Services	1.6
Energy	1.2

Market Cap. Distribution

Cypress Point Wealth Management, LLC has about 38% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	61.5
MEGA-CAP	36.7
LARGE-CAP	1.3

Stocks belong to which Index?

About 8.3% of the stocks held by Cypress Point Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	91.2
S&P 500	8.3

Top 5 Winners (%)		%
UAMY	united states antimony corp	73.9 %
XOM	exxon mobil corp	35.5 %
WULF	terawulf inc	23.7 %
RNXT	renovorx inc	20.2 %
ASTS	ast spacemobile inc	14.1 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	1.8 M
DFAC	dimensional etf trust	0.6 M
AEMB	american centy etf tr	0.3 M
AEMB	american centy etf tr	0.3 M
UAMY	united states antimony corp	0.3 M

Top 5 Losers (%)		%
EMLD	fold hldgs inc	-49.0 %
BLND	blend labs inc	-44.1 %
TTD	the trade desk inc	-39.3 %
KKR	kkr & co inc	-26.2 %
CRM	salesforce inc	-25.0 %

Top 5 Losers ($)		$
PLTR	palantir technologies inc	-29.2 M
DFAC	dimensional etf trust	-1.0 M
DFAC	dimensional etf trust	-0.8 M
VB	vanguard index fds	-0.5 M
VB	vanguard index fds	-0.5 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 123 stocks in it's portfolio. About 69.8% of the portfolio is in top 10 stocks. PLTR proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Cypress Point Wealth Management, LLC last quarter.

Last Reported on: 13 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.42	25,881	6,568,340	added	251

ABBV	abbvie inc	0.05	1,115	242,502	new

ABT	abbott laboratories	0.06	2,715	278,750	new

ACN	accenture plc ireland	0.06	1,379	273,442	new

ACWF	ishares tr	0.00	0.00	0.00	sold off	-100

ACWV	ishares inc	0.45	29,913	2,069,390	reduced	-7.86

ACWV	ishares inc	0.06	4,460	288,696	unchanged	0.00

AEM	agnico eagle mines ltd	0.04	1,023	207,649	new

AEMB	american centy etf tr	8.31	497,372	38,571,200	added	8.65

AEMB	american centy etf tr	1.68	96,512	7,776,960	added	0.6

AEMB	american centy etf tr	1.17	48,760	5,421,170	reduced	-2.53

AEMB	american centy etf tr	1.09	50,862	5,079,110	added	1.43

AEMB	american centy etf tr	0.90	49,430	4,193,610	reduced	-0.08

AEMB	american centy etf tr	0.75	56,211	3,501,980	added	10.22

AEMB	american centy etf tr	0.54	30,796	2,482,460	added	0.00

AEMB	american centy etf tr	0.44	18,671	2,062,610	reduced	-1.25

AEMB	american centy etf tr	0.42	26,290	1,967,300	reduced	-0.24

AEMB	american centy etf tr	0.31	23,650	1,418,550	reduced	-2.27

AEMB	american centy etf tr	0.24	17,397	1,103,490	added	29.2

AGT	ishares tr	0.00	0.00	0.00	sold off	-100