Cypress Point Wealth Management, LLC Portfolio Holdings

Cypress Point Wealth Management, LLC

  • $361 Million
  • Q2 2025

Cypress Point Wealth Management, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $361 Million distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Palantir Technologies Inc. with a value of $168M, Dimensional ETF Tr U S Core Eq with a value of $42.2M, Dimensional ETF Tr Dimensional with a value of $14.3M, Vanguard Index Fds S&P 500 ETF with a value of $12.1M, and Vanguard Total Stock Market Et with a value of $11.7M.

Examining the 13F form we can see an increase of $86.9M in the current position value, from $274M to 361M.

Cypress Point Wealth Management, LLC is based out at Dallas, TX

Below you can find more details about Cypress Point Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $361 Million
Technology: $172 Million
ETFs: $165 Million
Communication Services: $6.06 Million
Energy: $4.5 Million
Financial Services: $2.74 Million
Consumer Defensive: $960,000
Healthcare: $658,000
Consumer Cyclical: $524,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$340B
$168 Million 46.6% of portfolio
1,233,132
Q2 2025 Added 0.32%
$0
$42.2 Million 11.68% of portfolio
1,176,085
Q2 2025 Reduced 4.15%
$0
$14.3 Million 3.97% of portfolio
460,415
Q2 2025 Added 6.34%
$0
$12.1 Million 3.34% of portfolio
21,228
Q2 2025 Added 64.93%
$0
$11.7 Million 3.23% of portfolio
38,337
Q2 2025 Added 12.8%
$0
$11 Million 3.06% of portfolio
164,500
Q2 2025 Reduced 2.38%
$0
$6.17 Million 1.71% of portfolio
90,040
Q2 2025 Added 0.21%
$0
$5.43 Million 1.51% of portfolio
53,887
Q2 2025 Added 4.83%
$0
$5.3 Million 1.47% of portfolio
125,125
Q2 2025 Reduced 24.22%
$447B
$4.5 Million 1.25% of portfolio
41,708
Q2 2025 Reduced 16.34%
$1.72T
$4.38 Million 1.21% of portfolio
5,929
Q2 2025 Added 43.56%
$0
$4.36 Million 1.21% of portfolio
54,971
Q2 2025 Reduced 4.02%
$0
$3.89 Million 1.08% of portfolio
163,152
Q2 2025 Added 0.42%
$0
$3.73 Million 1.03% of portfolio
176,210
Q2 2025 Added 5.68%
$0
$3.62 Million 1.0% of portfolio
48,885
Q2 2025 Reduced 0.88%
$0
$3.12 Million 0.87% of portfolio
130,965
Q2 2025 Reduced 3.1%
$0
$3.04 Million 0.84% of portfolio
119,536
Q4 2024 Added 0.78%
$0
$2.84 Million 0.79% of portfolio
61,556
Q1 2025 Reduced 4.12%
$0
$2.85 Million 0.79% of portfolio
31,279
Q2 2025 Reduced 12.4%
$0
$2.48 Million 0.69% of portfolio
35,891
Q1 2025 Added 16.13%
$0
$2.24 Million 0.62% of portfolio
34,479
Q2 2025 Added 0.05%
$417B
$2.19 Million 0.61% of portfolio
3
Q1 2025 New
$0
$2.18 Million 0.6% of portfolio
42,241
Q2 2025 Reduced 13.6%
$0
$2.15 Million 0.6% of portfolio
31,482
Q2 2025 Added 0.0%
$0
$2.01 Million 0.56% of portfolio
8,500
Q2 2025 New
$0
$1.74 Million 0.48% of portfolio
23,636
Q2 2025 Added 4.89%
$0
$1.66 Million 0.46% of portfolio
48,129
Q2 2025 Reduced 4.3%
$0
$1.66 Million 0.46% of portfolio
26,605
Q2 2025 Reduced 0.24%
$0
$1.64 Million 0.45% of portfolio
9,270
Q4 2024 Added 0.28%
$3.26T
$1.52 Million 0.42% of portfolio
7,432
Q2 2025 Added 1.91%
$0
$1.43 Million 0.4% of portfolio
48,565
Q2 2025 Added 4.5%
$0
$1.4 Million 0.39% of portfolio
59,000
Q4 2024 Added 90.32%
$0
$1.39 Million 0.38% of portfolio
10,407
Q1 2025 Reduced 3.48%
$0
$1.37 Million 0.38% of portfolio
25,637
Q2 2025 Reduced 7.35%
$0
$1.34 Million 0.37% of portfolio
19,939
Q2 2025 Added 32.07%
$0
$1.14 Million 0.32% of portfolio
39,429
Q2 2025 Added 0.08%
$0
$1.02 Million 0.28% of portfolio
2,333
Q4 2024 New
$299B
$960,000 0.27% of portfolio
13,578
Q2 2025 Added 0.5%
$0
$849,000 0.24% of portfolio
35,000
Q2 2025 Added 133.33%
$0
$797,000 0.22% of portfolio
16,272
Q2 2025 New
$3.93T
$804,000 0.22% of portfolio
1,618
Q2 2025 Added 4.86%
$0
$769,000 0.21% of portfolio
2,750
Q1 2025 Reduced 22.54%
$0
$755,000 0.21% of portfolio
30,000
Q3 2024 Added 50.0%
$820M
$726,000 0.2% of portfolio
220,284
Q2 2025 Reduced 2.72%
$0
$669,000 0.19% of portfolio
1,078
Q2 2025 Added 55.33%
$0
$547,000 0.15% of portfolio
10,149
Q2 2025 Reduced 49.1%
$0
$519,000 0.14% of portfolio
6,225
Q2 2025 Reduced 21.34%
$511B
$516,000 0.14% of portfolio
386
Q2 2025 Added 2.93%
$0
$416,000 0.12% of portfolio
14,153
Q2 2025 Reduced 32.21%

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $361 Million
  • Prior Value $274 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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