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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 5 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DUSB DIMENSIONAL ETF TRUST 9,149.0 $465K 0.10% $50.78 -0.1%
82 TRV TRAVELERS COMPANIES INC Financial Services 1,398.0 $462K 0.09% +185.0 +15.2% $330.12 +12.2%
83 EMXC ISHARES INC 4,487.0 $459K 0.09% +25.0 +0.6% $102.29 -5.8%
84 DELL DELL TECHNOLOGIES INC Technology 1,054.0 $455K 0.09% NEW $431.46 +0.4%
85 VANGUARD MUN BD FDS 5,763.0 $440K 0.09% -2K -23.4% $76.40
86 L LOEWS CORP Financial Services 3,801.0 $430K 0.09% -489.0 -11.4% $113.21 -1.6%
87 T AT&T INC Communication Services 20,719.0 $429K 0.09% -524.0 -2.5% $20.70 +24.1%
88 JPM JPMORGAN CHASE & CO Financial Services 1,246.0 $408K 0.08% +287.0 +29.9% $327.33 +8.9%
89 BLND BLEND LABS INC Technology 225,843.0 $386K 0.08% +10K +4.6% $1.71 -12.3%
90 WMT WALMART INC Consumer Defensive 3,362.0 $381K 0.08% +1K +65.0% $113.26 -6.0%
91 ALL ALLSTATE CORP Financial Services 1,588.0 $378K 0.08% +133.0 +9.1% $237.94 +9.4%
92 D DOMINION ENERGY INC Utilities 5,389.0 $368K 0.07% NEW $68.29 -2.5%
93 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 393.0 $368K 0.07% NEW $935.47 +3.8%
94 VWO VANGUARD INTL EQUITY INDEX F 6,054.0 $361K 0.07% $59.69 +0.5%
95 BND VANGUARD BD INDEX FDS 4,890.0 $359K 0.07% -57K -92.1% $73.41 -1.4%
96 CRM SALESFORCE INC Technology 2,249.0 $352K 0.07% -348.0 -13.4% $156.66 +33.4%
97 DFAR DIMENSIONAL ETF TRUST 13,100.0 $343K 0.07% $26.16 +1.9%
98 FIX COMFORT SYS USA INC Industrials 165.0 $327K 0.07% NEW $1981.95 -18.8%
99 FNV FRANCO NEV CORP Basic Materials 1,568.0 $327K 0.07% $208.44 +29.6%
100 VO VANGUARD INDEX FDS 4,000.0 $322K 0.07% +3K +300.0% $80.57 +2.8%
Page 5 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%