Cypress Point Wealth Management, LLC Portfolio Holdings by Sector
Cypress Point Wealth Management, LLC
- $361 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
PLTR MSFT AFRM HOOD CRWD 5 stocks |
$169,720
48.07% of portfolio
|
5
|
- |
3
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
DFAC DFIC VOO DFUS AVEM AVUS DFAU AVDV 42 stocks |
$153,556
43.5% of portfolio
|
16
|
13
|
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$11,651
3.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL DASH 3 stocks |
$5,140
1.46% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$4,496
1.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A 1 stocks |
$2,186
0.62% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,524
0.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
BLND CRM 2 stocks |
$1,146
0.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$960
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
MRK PFE 2 stocks |
$658
0.19% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$516
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T 1 stocks |
$401
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR 1 stocks |
$309
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$294
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC 1 stocks |
$248
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$230
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|