Cypress Point Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Dallas, TX
Holdings as of
6/30/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
142
Total value ($000)
$491,605
Net value change ($000)
+27,334 (5.9%)
New positions
42
Sold out positions
23
Turnover %
7.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DFAC 9,594 17.9%
VTV 4,966 81.0%
AVLC 4,868 12.6%
DFUS 4,504 23.2%
VCRB 3,688 NEW
KLAC 3,543 955.0%
IBMR 3,040 NEW
DE 2,386 NEW
DCOR 2,206 12.1%
MU 1,577 682.7%
Top Reduces (Value $000, Stocks/ETFs)
PLTR -27,646 -20.4%
XOM -5,182 -100.0%
BND -4,206 -92.1%
IBTJ -3,035 -100.0%
VEU -947 -35.6%
ARWR -702 -100.0%
ASTS -663 -100.0%
UAMY -647 -100.0%
SGOL -460 -100.0%
VBR -434 -42.9%
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