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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 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VO VANGUARD INDEX FDS 4,000.0 $322K 0.07% +3K +300.0% $80.57 +2.8%
42 BIL SPDR SERIES TRUST 3,385.0 $310K 0.06% +29.0 +0.9% $91.65 -0.0%
43 AXP AMERICAN EXPRESS CO Financial Services 825.0 $279K 0.06% +84.0 +11.3% $338.25 -0.3%
44 UBER UBER TECHNOLOGIES INC Technology 3,649.0 $263K 0.05% +821.0 +29.0% $72.16 +9.9%
45 CVX CHEVRON CORPORATION Energy 1,509.0 $250K 0.05% +264.0 +21.2% $165.76 +22.5%
46 KKR KKR & CO INC 2,716.0 $249K 0.05% +64.0 +2.4% $91.78
47 BNDX VANGUARD CHARLOTTE FDS 4,764.0 $231K 0.05% +33.0 +0.7% $48.43 -1.6%
48 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,133.0 $202K 0.04% +1K +1591.0% $178.24 +19.7%
Page 3 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%