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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | VO | VANGUARD INDEX FDS | — | 1,000.0 | $290K | 0.06% | NEW | — | $290.22 | -72.4% |
| 82 | BAC | BANK AMERICA CORP | Financial Services | 5,256.0 | $289K | 0.06% | NEW | — | $55.00 | +2.2% |
| 83 | EEMV | ISHARES INC | — | 4,460.0 | $286K | 0.06% | NEW | — | $64.04 | +19.7% |
| 84 | HOOD | ROBINHOOD MKTS INC | Financial Services | 2,359.0 | $267K | 0.06% | NEW | — | $113.10 | -4.4% |
| 85 | BNDX | VANGUARD CHARLOTTE FDS | — | 4,710.0 | $228K | 0.05% | NEW | — | $48.32 | +0.1% |
| 86 | REET | ISHARES TR | — | 8,434.0 | $210K | 0.05% | NEW | — | $24.95 | +8.5% |
| 87 | PB | PROSPERITY BANCSHARES INC | Financial Services | 3,000.0 | $207K | 0.04% | NEW | — | $69.11 | +3.0% |
| 88 | NVDA | NVIDIA CORPORATION | Technology | 1,075.0 | $201K | 0.04% | NEW | — | $186.54 | +12.9% |
| 89 | — | FOLD HLDGS INC | — | 54,504.0 | $142K | 0.03% | NEW | — | $2.61 | — |
| 90 | RNXT | RENOVORX INC | Healthcare | 20,000.0 | $17K | 0.00% | NEW | — | $0.84 | +9.5% |
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
90.4%
Energy
4.1%
Communication Services
2.2%
Financial Services
1.7%
Consumer Defensive
0.5%
Consumer Cyclical
0.4%
Healthcare
0.4%
Basic Materials
0.2%