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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	VYGR	VOYAGER THERAPEUTICS INC	Healthcare	10,235	$40K	0.01%	SOLD
22	CLVT	CLARIVATE PLC	Technology	12,269	$31K	0.01%	SOLD
23	RNXT	RENOVORX INC	Healthcare	20,000	$20K	0.00%	SOLD

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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%