Cypress Point Wealth Management, LLC

Q3 2026 13F-HR/A Holdings

Location
Dallas, TX
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
170
Total value ($000)
$945,312
Net value change ($000)
+453,707 (92.3%)
New positions
47
Sold out positions
19
Turnover %
44.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SPACE EXPLORATION TECHN CORP 365,013 NEW
PLTR 65,059 60.2%
DFA INVT DIMENSIONS GROUP IN 21,100 NEW
VCRB 2,851 77.3%
XOM 2,473 NEW
NVDA 2,093 51.9%
MSFT 1,597 57.1%
DFUS 1,499 6.3%
AAPL 1,469 19.0%
DFIC 1,376 6.5%
Top Reduces (Value $000, Stocks/ETFs)
DCOR -20,482 -100.0%
KLAC -1,391 -35.5%
AMAT -692 -39.9%
DFSV -549 -100.0%
DFAR -343 -100.0%
FNV -327 -100.0%
VPLS -319 -29.3%
BIL -310 -100.0%
WDC -300 -100.0%
APP -291 -100.0%
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