Cypress Point Wealth Management, LLC
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 491,605
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 177.7 K | 36.2% | 0 | 8.176 K | -8.176 K |
| ETFs | 304.8 K | 62.0% | 35.5 K | 0 | 35.5 K |
| Debt | 9.073 K | 1.8% | 16 | 0 | 16 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
491,605
Holdings
142
QoQ value change ($000)
27,334
(5.9%)
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.