Portfolio (Quarterly)
Guide ↗
Cypress Point Wealth Management, LLC
· CIK 0001825611| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | — | 119,718.0 | $3.0M | 0.65% | NEW | — | $25.35 | — |
| 2 | AVGO | BROADCOM INC | Technology | 3,110.0 | $963K | 0.21% | NEW | — | $309.51 | +32.9% |
| 3 | GOOG | ALPHABET INC | Communication Services | 2,353.0 | $675K | 0.14% | NEW | — | $286.88 | +28.1% |
| 4 | L | LOEWS CORP | Financial Services | 4,290.0 | $458K | 0.10% | NEW | — | $106.74 | +0.5% |
| 5 | AMD | ADVANCED MICRO DEVICES INC | Technology | 2,089.0 | $425K | 0.09% | NEW | — | $203.43 | +164.2% |
| 6 | FNV | FRANCO NEV CORP | Basic Materials | 1,568.0 | $387K | 0.08% | NEW | — | $247.05 | -11.2% |
| 7 | V | VISA INC | Financial Services | 1,281.0 | $387K | 0.08% | NEW | — | $302.24 | +8.3% |
| 8 | KLAC | KLA CORP | Technology | 252.0 | $371K | 0.08% | NEW | — | $1472.41 | -82.4% |
| 9 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,514.0 | $370K | 0.08% | NEW | — | $244.44 | -6.6% |
| 10 | CSCO | CISCO SYS INC | Technology | 4,689.0 | $364K | 0.08% | NEW | — | $77.58 | +54.1% |
| 11 | TRV | TRAVELERS COMPANIES INC | Financial Services | 1,213.0 | $354K | 0.08% | NEW | — | $291.68 | +5.5% |
| 12 | LLY | ELI LILLY & CO | Healthcare | 378.0 | $348K | 0.07% | NEW | — | $919.77 | +19.4% |
| 13 | MRK | MERCK & CO INC | Healthcare | 2,883.0 | $347K | 0.07% | NEW | — | $120.29 | -5.3% |
| 14 | GEV | GE VERNOVA INC | Utilities | 372.0 | $325K | 0.07% | NEW | — | $872.90 | +27.1% |
| 15 | DFAR | DIMENSIONAL ETF TRUST | — | 13,100.0 | $310K | 0.07% | NEW | — | $23.65 | +9.0% |
| 16 | HON | HONEYWELL INTL INC | Industrials | 1,370.0 | $310K | 0.07% | NEW | — | $226.03 | +1.3% |
| 17 | ALL | ALLSTATE CORP | Financial Services | 1,455.0 | $302K | 0.07% | NEW | — | $207.34 | +6.7% |
| 18 | POWL | POWELL INDS INC | Industrials | 555.0 | $300K | 0.07% | NEW | — | $541.08 | -45.1% |
| 19 | C | CITIGROUP INC | Financial Services | 2,627.0 | $298K | 0.06% | NEW | — | $113.41 | +26.1% |
| 20 | — | DFA INVT DIMENSIONS GROUP IN | — | 5,800.0 | $295K | 0.06% | NEW | — | $50.86 | — |
① 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
84.5%
Communication Services
4.2%
Energy
3.2%
Financial Services
2.8%
Consumer Cyclical
1.7%
Healthcare
1.5%
Consumer Defensive
0.8%
Basic Materials
0.7%
Industrials
0.5%
Utilities
0.2%