Cypress Point Wealth Management

Latest statistics and disclosures from Cypress Point Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Cypress Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cypress Point Wealth Management

Companies in the Cypress Point Wealth Management portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Palantir Technologies Cl A (PLTR) 44.1 $62M 2.6M 24.04
Affirm Hldgs Com Cl A (AFRM) 10.5 $15M 124k 119.13
Unity Software (U) 7.8 $11M 87k 126.25
Airbnb Com Cl A (ABNB) 6.3 $8.9M 53k 167.75
Brooklyn Immunotherapeutics (BTX) 3.1 $4.4M 472k 9.30
Tesla Motors (TSLA) 2.8 $3.9M 5.1k 775.44
Open Lending Corp Com Cl A (LPRO) 2.7 $3.8M 105k 36.07
Schwab Strategic Tr Us Reit Etf (SCHH) 2.5 $3.5M +6% 77k 45.68
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.1 $3.0M NEW 49k 61.41
Matador Resources (MTDR) 2.0 $2.8M +23% 73k 38.04
Vanguard Whitehall Fds High Div Yld (VYM) 1.7 $2.4M 23k 103.34
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.7 $2.4M +175% 47k 50.14
Contextlogic Com Cl A (WISH) 1.5 $2.1M +105% 377k 5.46
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.2 $1.7M 63k 26.57

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Facebook Cl A (FB) 1.2 $1.6M 4.8k 339.46
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $1.5M 6.4k 236.76
American Campus Communities (ACC) 0.8 $1.1M 23k 48.46
Asana Cl A (ASAN) 0.6 $790k 7.6k 103.78
Upstart Hldgs (UPST) 0.5 $727k NEW 2.3k 316.64
Apple (AAPL) 0.5 $691k 4.9k 141.51
Coca-Cola Company (KO) 0.4 $629k 12k 52.47
salesforce (CRM) 0.3 $418k 1.5k 270.90
Guardant Health (GH) 0.3 $409k 3.3k 125.00
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $409k -82% 3.9k 103.75
Independent Bank (IBTX) 0.2 $321k 4.5k 71.10
Amazon (AMZN) 0.2 $237k 72.00 3291.67
Renewable Energy Group Com New (REGI) 0.2 $228k 4.5k 50.28
JPMorgan Chase & Co. (JPM) 0.2 $225k 1.4k 163.40
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $196k -39% 1.9k 101.92
Vir Biotechnology (VIR) 0.1 $185k 4.3k 43.42
Microsoft Corporation (MSFT) 0.1 $156k -80% 552.00 282.61
Amgen (AMGN) 0.1 $153k 720.00 212.50
Stryker Corporation (SYK) 0.1 $152k 575.00 264.35
Blackstone Group Inc Com Cl A (BX) 0.1 $150k 1.3k 116.28
Etsy (ETSY) 0.1 $146k 700.00 208.57
Kkr & Co (KKR) 0.1 $142k 2.3k 61.08
Everi Hldgs (EVRI) 0.1 $122k 5.1k 24.16
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $110k 3.6k 30.34
Lucira Health (LHDX) 0.1 $108k +16% 14k 7.62
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $108k +4% 488.00 221.31
Spirit Of Tex Bancshares (STXB) 0.1 $101k 4.2k 24.29
ConocoPhillips (COP) 0.1 $97k 1.4k 67.69
Sally Beauty Holdings (SBH) 0.1 $92k 5.5k 16.84
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $89k 1.1k 82.03
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $85k 1.5k 56.29
Aeva Technologies (AEVA) 0.1 $83k NEW 11k 7.91
Ishares Tr Core S&p500 Etf (IVV) 0.1 $83k 192.00 432.29
Full House Resorts (FLL) 0.1 $80k 7.5k 10.67
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $80k 203.00 394.09
Eli Lilly & Co. (LLY) 0.1 $79k 340.00 232.35
Medtronic SHS (MDT) 0.1 $78k 625.00 124.80
Vanguard Index Fds Small Cp Etf (VB) 0.1 $77k 350.00 220.00
Penn National Gaming (PENN) 0.0 $69k 956.00 72.18
Citigroup Com New (C) 0.0 $66k 942.00 70.06
Johnson & Johnson (JNJ) 0.0 $57k 350.00 162.86
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $56k 752.00 74.47
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $56k 400.00 140.00
Cisco Systems (CSCO) 0.0 $51k 936.00 54.49
Phillips 66 (PSX) 0.0 $51k -40% 722.00 70.64
Quanta Services (PWR) 0.0 $48k 425.00 112.94
Bristol Myers Squibb (BMY) 0.0 $43k 735.00 58.50
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $42k 1.1k 38.64
Bank of America Corporation (BAC) 0.0 $42k 1.0k 42.00
Scientific Games (SGMS) 0.0 $42k 500.00 84.00
Cleveland-cliffs (CLF) 0.0 $39k 2.0k 20.00
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $38k 258.00 147.29
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $38k 753.00 50.46
Applied Materials (AMAT) 0.0 $33k +3% 258.00 127.91
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $33k 226.00 146.02
Wingstop (WING) 0.0 $33k 200.00 165.00
Alphabet Cap Stk Cl A (GOOGL) 0.0 $32k 12.00 2666.67
Qualcomm (QCOM) 0.0 $32k 250.00 128.00
Ishares Tr Core Msci Eafe (IEFA) 0.0 $30k +38% 403.00 74.44
Dick's Sporting Goods (DKS) 0.0 $30k 250.00 120.00
Cigna Corp (CI) 0.0 $30k 150.00 200.00
Century Casinos (CNTY) 0.0 $29k 2.1k 13.65
Starbucks Corporation (SBUX) 0.0 $29k 266.00 109.02
Twitter (TWTR) 0.0 $28k 457.00 61.27
Jacobs Engineering (J) 0.0 $27k 200.00 135.00
Paypal Holdings (PYPL) 0.0 $26k 100.00 260.00
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $25k 220.00 113.64
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $25k +146% 264.00 94.70
Chevron Corporation (CVX) 0.0 $25k -47% 250.00 100.00
Lowe's Companies (LOW) 0.0 $25k 125.00 200.00
PNC Financial Services (PNC) 0.0 $25k 129.00 193.80
Dupont De Nemours (DD) 0.0 $24k 359.00 66.85
Abbott Laboratories (ABT) 0.0 $24k 200.00 120.00
Honeywell International (HON) 0.0 $21k 100.00 210.00
Dow (DOW) 0.0 $21k 359.00 58.50
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $20k 448.00 44.64
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $20k NEW 126.00 158.73
Enterprise Products Partners (EPD) 0.0 $19k 875.00 21.71
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $19k NEW 70.00 271.43
Zynga Cl A (ZNGA) 0.0 $19k 2.5k 7.60
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $19k +77% 217.00 87.56
AECOM Technology Corporation (ACM) 0.0 $19k 300.00 63.33
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $18k 43.00 418.60
3M Company (MMM) 0.0 $18k -66% 100.00 180.00
Uber Technologies (UBER) 0.0 $18k 400.00 45.00
Exxon Mobil Corporation (XOM) 0.0 $16k 274.00 58.39
D.R. Horton (DHI) 0.0 $15k 175.00 85.71
Corteva (CTVA) 0.0 $15k 359.00 41.78
Kinder Morgan (KMI) 0.0 $15k 915.00 16.39
Rover Group Com Cl A (ROVR) 0.0 $14k NEW 1.0k 14.00
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $13k +577% 244.00 53.28
Mudrick Capital Acqu Corp Ii Com Cl A (MUDS) 0.0 $13k NEW 1.3k 10.00
America Movil Sab De Cv Spon Adr L Shs (AMX) 0.0 $12k 698.00 17.19
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $11k 43.00 255.81
Oracle Corporation (ORCL) 0.0 $11k 125.00 88.00
General Electric Com New (GE) 0.0 $11k NEW 105.00 104.76
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.0 $10k 195.00 51.28
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $10k 150.00 66.67
Ishares Core Msci Emkt (IEMG) 0.0 $9.0k +55% 145.00 62.07
Wal-Mart Stores (WMT) 0.0 $9.0k 62.00 145.16
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $9.0k 82.00 109.76
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $9.0k NEW 91.00 98.90
Pfizer (PFE) 0.0 $9.0k 200.00 45.00
Cellebrite Di Ordinary Shares 0.0 $9.0k NEW 999.00 9.01
Ford Motor Company (F) 0.0 $8.0k -62% 600.00 13.33
Ishares Tr Russell 2000 Etf (IWM) 0.0 $7.0k NEW 31.00 225.81
CVS Caremark Corporation (CVS) 0.0 $7.0k 83.00 84.34
Tilray Com Cl 2 (TLRY) 0.0 $5.0k 460.00 10.87
Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $5.0k 46.00 108.70
Ishares Tr Tips Bd Etf (TIP) 0.0 $5.0k 40.00 125.00
Blackrock Multi-sector Incom other (BIT) 0.0 $5.0k NEW 125.00 40.00
Chemours (CC) 0.0 $5.0k 168.00 29.76
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $5.0k NEW 53.00 94.34
Wisdomtree Tr Us Efficient Cor (NTSX) 0.0 $4.0k 101.00 39.60
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.0 $4.0k NEW 68.00 58.82
Truist Financial Corp equities (TFC) 0.0 $4.0k 75.00 53.33
Cheniere Energy Com New (LNG) 0.0 $3.0k 34.00 88.24
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $3.0k 15.00 200.00
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $3.0k 25.00 120.00
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $3.0k NEW 25.00 120.00
American Airls (AAL) 0.0 $3.0k 151.00 19.87
Invesco Activly Mangd Etc Optimum Yield (PDBC) 0.0 $2.0k NEW 94.00 21.28
Fortinet (FTNT) 0.0 $2.0k NEW 8.00 250.00
Lyft Cl A Com (LYFT) 0.0 $2.0k 31.00 64.52
Dropbox Cl A (DBX) 0.0 $2.0k 70.00 28.57
At&t (T) 0.0 $1.0k -97% 34.00 29.41
Walt Disney Company (DIS) 0.0 $1.0k NEW 6.00 166.67
Advanced Micro Devices (AMD) 0.0 $1.0k NEW 6.00 166.67
Metropcs Communications (TMUS) 0.0 $1.0k NEW 6.00 166.67
International Paper Company (IP) 0.0 $1.0k NEW 11.00 90.91
Moody's Corporation (MCO) 0.0 $1.0k NEW 2.00 500.00
Pepsi (PEP) 0.0 $1.0k NEW 8.00 125.00
Intuit (INTU) 0.0 $1.0k NEW 1.00 1000.00
Manhattan Associates (MANH) 0.0 $1.0k NEW 4.00 250.00
Molina Healthcare (MOH) 0.0 $1.0k NEW 2.00 500.00
Skyworks Solutions (SWKS) 0.0 $1.0k NEW 4.00 250.00
Charter Communications Inc N Cl A (CHTR) 0.0 $1.0k 1.00 1000.00
Vaneck Etf Trust High Yld Munietf (HYD) 0.0 $1.0k NEW 20.00 50.00
Metromile (MILE) 0.0 $1.0k 250.00 4.00
Rover Group W Exp 10/01/202 (ROVRW) 0.0 $1.0k NEW 200.00 5.00
Devon Energy Corporation (DVN) 0.0 $999.999000 NEW 21.00 47.62
Coupang Cl A (CPNG) 0.0 $999.999000 NEW 22.00 45.45
Cellebrite Di W Exp 08/30/202 0.0 $999.999000 NEW 333.00 3.00
Annaly Capital Management (NLY) 0.0 $0 17.00 0.00
SYSCO Corporation (SYY) 0.0 $0 NEW 5.00 0.00
Boeing Company (BA) 0.0 $0 NEW 2.00 0.00
Verizon Communications (VZ) 0.0 $0 -95% 8.00 0.00
Lockheed Martin Corporation (LMT) 0.0 $0 NEW 1.00 0.00
Southern Company (SO) 0.0 $0 -98% 7.00 0.00
Gamestop Corp Cl A (GME) 0.0 $0 -80% 1.00 0.00
Wintrust Financial Corporation (WTFC) 0.0 $0 NEW 5.00 0.00
Urban Outfitters (URBN) 0.0 $0 NEW 15.00 0.00
Open Text Corp (OTEX) 0.0 $0 4.00 0.00
General Motors Company (GM) 0.0 $0 NEW 9.00 0.00
Univar (UNVR) 0.0 $0 NEW 19.00 0.00
Snap Cl A (SNAP) 0.0 $0 NEW 3.00 0.00
Ribbon Communication (RBBN) 0.0 $0 50.00 0.00
Viatris (VTRS) 0.0 $0 24.00 0.00

Past Filings by Cypress Point Wealth Management

SEC 13F filings are viewable for Cypress Point Wealth Management going back to 2020