Latest Cypress Point Wealth Management, LLC Stock Portfolio
$491Million | No. of Holdings #142
Cypress Point Wealth Management, LLC Performance
2026 Q2+1.65%
YTD-4.77%
2025+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 2026-07-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cypress Point Wealth Management, LLC reported an equity portfolio of $491.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Cypress Point Wealth Management, LLC are PLTR, DFAC, AEMB. The fund has invested 22% of it's portfolio in PALANTIR TECHNOLOGIES INC and 12.8% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), ISHARES TR (DMXF) and ARROWHEAD PHARMACEUTICALS IN (ARWR) stocks. They significantly reduced their stock positions in VANGUARD BD INDEX FDS (BIV), VANGUARD INDEX FDS (VB) and VANGUARD INTL EQUITY INDEX F (VEU). Cypress Point Wealth Management, LLC opened new stock positions in VANGUARD MALVERN FDS (VTIP), ISHARES TR (DMXF) and DEERE & CO (DE). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), KLA CORP (KLAC) and APPLIED MATLS INC (AMAT).
Cypress Point Wealth Management, LLC Equity Portfolio Value
Last Reported on: 17 Jul, 2026
$491Million
as of Jul 17, 2026Cypress 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 1.65% in the last quarter. In trailing 12 months, it's portfolio return was 11.62%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard malvern fds | 3,688,020 |
| ishares tr | 3,039,640 |
| deere & co | 2,385,720 |
| vanguard malvern fds | 1,089,900 |
| conocophillips | 982,315 |
| lam research corp | 707,195 |
| voyager technologies inc | 702,212 |
| caterpillar inc | 555,878 |
New stocks bought by Cypress Point Wealth Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 500 |
| kla corp | 414 |
| vanguard index fds | 300 |
| applied matls inc | 279 |
| dfa invt dimensions group in | 137 |
| micron technology inc | 128 |
| abbvie inc | 84.3 |
| visa inc | 76.19 |
Additions to existing portfolio by Cypress Point Wealth Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard bd index fds | -92.11 |
| vanguard index fds | -48.92 |
| vanguard intl equity index f | -42.24 |
| ge aerospace | -35.2 |
| booking holdings inc | -32.36 |
| dimensional etf trust | -29.41 |
| netflix inc. | -26.14 |
| vanguard mun bd fds | -23.43 |
Cypress Point Wealth Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -3,034,860 |
| united states antimony corp | -646,640 |
| exxon mobil corp | -5,181,930 |
| terawulf inc | -312,785 |
| renovorx inc | -20,200 |
| uranium rty corp | -65,098 |
| clarivate plc | -31,041 |
| arrowhead pharmaceuticals in | -702,240 |
Cypress Point Wealth Management, LLC got rid off the above stocks
Sector Distribution
Cypress Point Wealth Management, LLC has about 65.6% of it's holdings in Others sector.
- Others
- Technology
- Communication Services
| Sector | % |
|---|---|
| Others | 65.6 |
| Technology | 28.2 |
| Communication Services | 1.6 |
Market Cap. Distribution
Cypress Point Wealth Management, LLC has about 34.1% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 65.6 |
| MEGA-CAP | 30.7 |
| LARGE-CAP | 3.4 |
Stocks belong to which Index?
About 11.4% of the stocks held by Cypress Point Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 88.4 |
| S&P 500 | 11.4 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| DFAC | dimensional etf trust | 7.7 M |
| AEMB | american centy etf tr | 6.1 M |
| DFAC | dimensional etf trust | 3.1 M |
| DFAC | dimensional etf trust | 2.5 M |
| VB | vanguard index fds | 1.7 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 142 stocks in it's portfolio. About 65.9% 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.
$491.61MTotal Value
165Positions
17 Jul, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 1.57% | 26,698 | $7.73M 1.57% | 3.16%increased 3.16 percentadded | ||
 Abbvie Inc Abbvie IncABBV Cypress Point Wealth Management, LLC's holding in Abbvie Inc over time | 0.1% | 2,055 | $517.1K 0.1% | 84.3%increased 84.3 percentadded | |
 Abbott Laboratories Cypress Point Wealth Management, LLC's holding in Abbott Laboratories over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Accenture Plc Ireland Cypress Point Wealth Management, LLC's holding in Accenture Plc Ireland over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 ACWV Ishares IncIshares IncACWV | 0.41% | 26,698 | $2.03M 0.41% | 10.75%decreased 10.75 percentreduced | |
ACWV Ishares IncIshares IncACWV | 0.05% | 3,495 | $263.1K 0.05% | 21.64%decreased 21.64 percentreduced | |
 AEM Agnico Eagle Mines LtdAgnico Eagle Mines LtdAEM | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 8.84% | 482,866 | $43.44M 8.84% | 2.92%decreased 2.92 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 1.84% | 93,841 | $9.05M 1.84% | 2.77%decreased 2.77 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 1.25% | 48,096 | $6.16M 1.25% | 1.36%decreased 1.36 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 1.05% | 49,915 | $5.14M 1.05% | 1.86%decreased 1.86 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.86% | 47,323 | $4.22M 0.86% | 4.26%decreased 4.26 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.85% | 57,065 | $4.19M 0.85% | 1.52%increased 1.52 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.57% | 30,797 | $2.81M 0.57% | 0%unchanged 0 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.46% | 18,109 | $2.26M 0.46% | 3.01%decreased 3.01 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.4% | 25,115 | $1.94M 0.4% | 4.47%decreased 4.47 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.32% | 23,655 | $1.55M 0.32% | 0.02%increased 0.02 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.26% | 18,648 | $1.29M 0.26% | 7.19%increased 7.19 percentadded | |
| 0.04% | 270 | $215.6K 0.04% | Newnew position | ||
 Allstate Corp Cypress Point Wealth Management, LLC's holding in Allstate Corp over time | 0.08% | 1,588 | $377.8K 0.08% | 9.14%increased 9.14 percentadded | |
