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Portfolio (Quarterly) Guide ↗

Cypress Point Wealth Management, LLC

· CIK 0001825611
13F Portfolio $492M AUM 142 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 42 New 48 Added 31 Reduced 23 Exited
Page 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVEE AMERICAN CENTY ETF TR 18,648.0 $1.3M 0.26% +1K +7.2% $69.32 -2.1%
22 BAC BANK OF AMER CORP Financial Services 18,292.0 $1.0M 0.21% +6K +48.1% $56.98 +9.4%
23 VUSB VANGUARD BD INDEX FDS 19,422.0 $967K 0.20% +674.0 +3.6% $49.78 -0.1%
24 TSLA TESLA INC Consumer Cyclical 2,272.0 $956K 0.19% +207.0 +10.0% $420.60 -17.0%
25 GOOG ALPHABET INC 2,535.0 $896K 0.18% +182.0 +7.7% $353.35
26 DFA INVT DIMENSIONS GROUP IN 13,803.0 $843K 0.17% +8K +138.0% $61.08
27 V VISA INC Financial Services 2,257.0 $774K 0.16% +976.0 +76.2% $343.04 +11.5%
28 LLY ELI LILLY & CO Healthcare 637.0 $764K 0.15% +259.0 +68.5% $1199.43 +4.0%
29 IVV ISHARES TR 970.0 $726K 0.15% +6.0 +0.6% $748.89 +2.4%
30 C CITIGROUP INC Financial Services 4,478.0 $627K 0.13% +2K +70.5% $139.96 -5.9%
31 CSCO CISCO SYS INC Technology 4,988.0 $586K 0.12% +299.0 +6.4% $117.46 -6.2%
32 ABBV ABBVIE INC Healthcare 2,055.0 $517K 0.10% +940.0 +84.3% $251.64 +5.1%
33 GEV GE VERNOVA INC Utilities 434.0 $510K 0.10% +62.0 +16.7% $1174.86 -19.8%
34 JNJ JOHNSON & JOHNSON Healthcare 1,851.0 $470K 0.10% +337.0 +22.3% $253.97 +7.5%
35 TRV TRAVELERS COMPANIES INC Financial Services 1,398.0 $462K 0.09% +185.0 +15.2% $330.12 +12.2%
36 EMXC ISHARES INC 4,487.0 $459K 0.09% +25.0 +0.6% $102.29 -5.8%
37 JPM JPMORGAN CHASE & CO Financial Services 1,246.0 $408K 0.08% +287.0 +29.9% $327.33 +8.9%
38 BLND BLEND LABS INC Technology 225,843.0 $386K 0.08% +10K +4.6% $1.71 -12.3%
39 WMT WALMART INC Consumer Defensive 3,362.0 $381K 0.08% +1K +65.0% $113.26 -6.0%
40 ALL ALLSTATE CORP Financial Services 1,588.0 $378K 0.08% +133.0 +9.1% $237.94 +9.4%
Page 2 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 81.3%
Communication Services 4.0%
Financial Services 3.7%
Industrials 3.0%
Consumer Cyclical 2.4%
Consumer Defensive 1.6%
Healthcare 1.5%
Energy 1.1%
Utilities 1.0%
Real Estate 0.3%