Cypress Point Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Dallas, TX
Holdings as of
12/31/2025
Date filed
2/2/2026
Form type
13F-HR
Num holdings
90
Total value ($000)
$458,158
Net value change ($000)
-36,034 (-7.3%)
New positions
13
Sold out positions
5
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/8/2025 Next filing: 4/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AVLC 3,955 12.3%
DFAC 3,016 6.2%
IBMS 2,997 NEW
COP 2,751 NEW
BND 2,442 84.5%
DFUS 2,412 17.4%
VNQI 1,896 31.3%
DFIC 1,229 7.6%
IBDT 1,018 NEW
DCOR 957 5.8%
Top Reduces (Value $000, Stocks/ETFs)
PLTR -57,313 -25.8%
iSHARES TRUST -3,027 -100.0%
MMIT -1,644 -51.8%
VOO -1,418 -11.0%
DFGR -805 -40.6%
IBDQ -756 -100.0%
VTI -588 -4.7%
SCHB -261 -6.7%
AVUS -253 -4.3%
AVRE -233 -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