Cypress Point Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Dallas, TX
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
123
Total value ($000)
$464,271
Net value change ($000)
+6,113 (1.3%)
New positions
42
Sold out positions
9
Turnover %
5.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 4,568 228.4%
VTV 3,542 136.8%
DFUS 3,139 19.3%
IBTJ 3,035 NEW
NVDA 2,670 1328.4%
AVLC 2,580 7.2%
DFIC 2,244 13.0%
DFAC 1,806 3.5%
GOOGL 1,775 243.2%
MSFT 1,562 177.7%
Top Reduces (Value $000, Stocks/ETFs)
PLTR -28,875 -17.5%
IBMR -3,044 -100.0%
COP -2,751 -100.0%
IBDR -1,430 -100.0%
IBDT -1,018 -100.0%
IBDS -850 -100.0%
BND -768 -14.4%
VOO -738 -6.4%
QQQ -489 -100.0%
VTI -478 -4.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type