Cypress Point Wealth Management, LLC
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 945,312
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/3/2026 | 170 | 945,312 | 13F-HR/A - RESTATEMENT | Cypress Point Wealth Management, LLC |
| Q3 2026 | 11/2/2026 | 142 | 491,605 | 13F-HR | Cypress Point Wealth Management, LLC |
| Q2 2026 | 7/17/2026 | 142 | 491,605 | 13F-HR | Cypress Point Wealth Management, LLC |
| Q1 2026 | 4/13/2026 | 123 | 464,271 | 13F-HR | Cypress Point Wealth Management, LLC |
| Q4 2025 | 2/2/2026 | 90 | 458,158 | 13F-HR | Cypress Point Wealth Management, LLC |
| Q3 2025 | 10/8/2025 | 82 | 494,192 | 13F-HR | Cypress Point Wealth Management, LLC |
| Q2 2025 | 7/10/2025 | 79 | 410,782 | 13F-HR | Cypress Point Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 642 K | 67.9% | 464.3 K | 0 | 464.3 K |
| ETFs | 294.5 K | 31.1% | 0 | 10.34 K | -10.34 K |
| Debt | 8.841 K | 0.9% | 0 | 232 | -232 |
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Fund Snapshot
Q3 2026
Latest filed
11/3/2026
Total value ($000)
945,312
Holdings
170
QoQ value change ($000)
453,707
(92.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.