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	Chg Shares	Chg %	Period Price ①	Since Period ①
21	NFLX	NETFLIX INC.	Communication Services	6,982.0	$499K	0.10%	-2K	-26.1%	$71.40	+12.1%
22	MRVL	MARVELL TECHNOLOGY INC	Technology	1,650.0	$492K	0.10%	-386.0	-19.0%	$297.89	-23.0%
23	—	VANGUARD MUN BD FDS	—	5,763.0	$440K	0.09%	-2K	-23.4%	$76.40	—
24	L	LOEWS CORP	Financial Services	3,801.0	$430K	0.09%	-489.0	-11.4%	$113.21	-1.6%
25	T	AT&T INC	Communication Services	20,719.0	$429K	0.09%	-524.0	-2.5%	$20.70	+24.1%
26	BND	VANGUARD BD INDEX FDS	—	4,890.0	$359K	0.07%	-57K	-92.1%	$73.41	-1.4%
27	CRM	SALESFORCE INC	Technology	2,249.0	$352K	0.07%	-348.0	-13.4%	$156.66	+33.4%
28	MRK	MERCK & CO INC	Healthcare	2,343.0	$301K	0.06%	-540.0	-18.7%	$128.52	+17.3%
29	DFAT	DIMENSIONAL ETF TRUST	—	3,817.0	$267K	0.05%	-2K	-29.4%	$69.89	+2.2%
30	EEMV	ISHARES INC	—	3,495.0	$263K	0.05%	-965.0	-21.6%	$75.28	-1.0%
31	GE	GE AEROSPACE	Industrials	556.0	$208K	0.04%	-302.0	-35.2%	$373.59	-8.5%

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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 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%