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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 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MU MICRON TECHNOLOGY INC Technology 1,566.0 $1.8M 0.37% +881.0 +128.6% $1154.29 -21.1%
42 DFAX DIMENSIONAL ETF TRUST 48,622.0 $1.8M 0.36% $36.84 +3.0%
43 AVGO BROADCOM INC Technology 4,622.0 $1.7M 0.35% +2K +48.6% $377.75 -5.0%
44 AMAT APPLIED MATLS INC Technology 2,397.0 $1.7M 0.35% +2K +279.3% $723.07 -33.0%
45 VEU VANGUARD INTL EQUITY INDEX F 20,478.0 $1.7M 0.35% -15K -42.2% $83.75 +1.7%
46 VYM VANGUARD WHITEHALL FDS 10,600.0 $1.7M 0.34% $158.03 +4.5%
47 AVES AMERICAN CENTY ETF TR 23,655.0 $1.6M 0.32% $65.60 -0.9%
48 DFAE DIMENSIONAL ETF TRUST 36,812.0 $1.5M 0.30% $40.21 -2.9%
49 KO COCA COLA CO Consumer Defensive 16,286.0 $1.3M 0.27% +1K +8.1% $81.27 +13.2%
50 AVEE AMERICAN CENTY ETF TR 18,648.0 $1.3M 0.26% +1K +7.2% $69.32 -2.1%
51 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,531.0 $1.1M 0.23% -285.0 -15.7% $746.91 +2.2%
52 MMIT NEW YORK LIFE INVTS ACTIVE E 46,732.0 $1.1M 0.23% $24.35 -1.5%
53 AMD ADVANCED MICRO DEVICES INC Technology 1,956.0 $1.1M 0.23% -133.0 -6.4% $580.91 -21.4%
54 VPLS VANGUARD MALVERN FDS 14,049.0 $1.1M 0.22% NEW $77.58 -1.4%
55 BAC BANK OF AMER CORP Financial Services 18,292.0 $1.0M 0.21% +6K +48.1% $56.98 +9.4%
56 DFGR DIMENSIONAL ETF TRUST 34,028.0 $986K 0.20% -2K -4.8% $28.97 +2.2%
57 COP CONOCOPHILLIPS Energy 9,449.0 $982K 0.20% NEW $103.96 +28.3%
58 VUSB VANGUARD BD INDEX FDS 19,422.0 $967K 0.20% +674.0 +3.6% $49.78 -0.1%
59 TSLA TESLA INC Consumer Cyclical 2,272.0 $956K 0.19% +207.0 +10.0% $420.60 -17.0%
60 GOOG ALPHABET INC 2,535.0 $896K 0.18% +182.0 +7.7% $353.35
Page 3 of 8  ·  142 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%