Cypress Point Wealth Management, LLC

Q3 2025 13F-HR Holdings

Location
Dallas, TX
Holdings as of
9/30/2025
Date filed
10/8/2025
Form type
13F-HR
Num holdings
82
Total value ($000)
$494,192
Net value change ($000)
+83,410 (20.3%)
New positions
8
Sold out positions
5
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2025 Next filing: 2/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
PLTR 53,787 32.0%
DFAC 6,575 15.6%
AVLC 5,659 21.5%
VNQI 3,213 113.1%
DFUS 2,869 26.0%
DFIC 1,752 12.2%
DCOR 1,234 8.1%
VEU 1,170 87.3%
BND 1,151 66.1%
VUG 1,089 106.5%
Top Reduces (Value $000, Stocks/ETFs)
META -1,604 -36.7%
DFGR -1,042 -34.4%
AVUV -762 -26.7%
VO -476 -61.8%
RKLB -448 -100.0%
MRK -375 -100.0%
DASH -370 -100.0%
AFRM -363 -100.0%
PFE -284 -100.0%
AAPL -161 -10.6%
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