Cypress Point Wealth Management, LLC Portfolio Holdings
Q3 2025•82 long positions•$494.2M portfolio value
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Holding87 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $221.9M 44.9% | -$3.1M Sold | 0.051% 1.2M shares | 1.2M → 1.2M −$3.1M | -1.36% | $432.76B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $48.7M 9.86% | +$3.4M Bought | — 1.3M shares | 1.2M → 1.3M +$3.4M | +7.42% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $32.0M 6.48% | +$3.6M Bought | — 418.7K shares | 371.3K → 418.7K +$3.6M | +12.77% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $16.4M 3.32% | +$77.8K Bought | — 228.4K shares | 227.3K → 228.4K +$77.8K | +0.48% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $16.1M 3.25% | +$968.8K Bought | — 490.0K shares | 460.4K → 490.0K +$968.8K | +6.42% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $13.9M 2.81% | +$2.0M Bought | — 191.8K shares | 164.5K → 191.8K +$2.0M | +16.6% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $12.9M 2.62% | -$53.3K Sold | — 21.1K shares | 21.2K → 21.1K −$53.3K | -0.41% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $12.5M 2.54% | -$32.5K Sold | — 38.2K shares | 38.3K → 38.2K −$32.5K | -0.26% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $6.9M 1.39% | +$117.5K Bought | — 91.6K shares | 90.0K → 91.6K +$117.5K | +1.74% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $6.1M 1.23% | +$3.1M Bought | — 126.8K shares | 61.6K → 126.8K +$3.1M | +106.01% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.8M 1.18% | -$12.3K Sold | — 53.8K shares | 53.9K → 53.8K −$12.3K | -0.21% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.6M 1.14% | -$107.7K Sold | — 122.8K shares | 125.1K → 122.8K −$107.7K | -1.88% | — — | Q1 2023 Held for 2y 8m | |
Oil & Gas Integrated Energy | $4.7M 0.952% | — | 0.001% 41.7K shares | — | — | $480.68B Mega Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $4.5M 0.903% | -$433.6K Sold | — 50.1K shares | 55.0K → 50.1K −$433.6K | -8.86% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $4.2M 0.853% | +$413.1K Bought | — 195.4K shares | 176.2K → 195.4K +$413.1K | +10.87% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.9M 0.783% | -$324.7K Sold | — 150.5K shares | 163.2K → 150.5K −$324.7K | -7.74% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.9M 0.78% | — | — 48.9K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.2M 0.652% | +$584.2K Bought | — 43.8K shares | 35.9K → 43.8K +$584.2K | +22.16% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.2M 0.642% | -$10.2K Sold | — 130.5K shares | 131.0K → 130.5K −$10.2K | -0.32% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.1M 0.62% | — | — 119.5K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.1M 0.618% | — | — 119.7K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.0M 0.613% | — | — 113.0K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.9M 0.585% | +$1.1M Bought | — 38.9K shares | 23.6K → 38.9K +$1.1M | +64.49% | — — | Q3 2023 Held for 2y 2m | |
Internet Content & Information Communication Services | $2.8M 0.561% | -$1.6M Sold | 0.0% 3.8K shares | 5.9K → 3.8K −$1.6M | -36.35% | $1.84T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.7M 0.556% | +$330.7K Bought | — 48.0K shares | 42.2K → 48.0K +$330.7K | +13.68% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.6M 0.52% | +$842.2K Bought | — 13.8K shares | 9.3K → 13.8K +$842.2K | +48.72% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.5M 0.508% | +$1.1M Bought | — 35.2K shares | 19.9K → 35.2K +$1.1M | +76.38% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.3M 0.472% | -$7.5K Sold | — 34.4K shares | 34.5K → 34.4K −$7.5K | -0.32% | — — | Q3 2022 Held for 3y 2m | |
Insurance - Diversified Financial Services | $2.3M 0.458% | — | 0.0% 3.0 shares | — | — | $1.08T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $2.2M 0.45% | -$49.8K Sold | — 30.8K shares | 31.5K → 30.8K −$49.8K | -2.19% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.2M 0.437% | — | — 8.5K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.1M 0.427% | +$992.8K Bought | — 4.4K shares | 2.3K → 4.4K +$992.8K | +88.73% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $2.1M 0.422% | -$1.0M Sold | — 21.0K shares | 31.3K → 21.0K −$1.0M | -32.96% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.0M 0.402% | -$1.1M Sold | — 72.7K shares | 112.8K → 72.7K −$1.1M | -35.58% | — — | Q2 2023 Held for 2y 5m | |
Unknown Unknown | $1.8M 0.362% | -$6.1K Sold | — 26.5K shares | 26.6K → 26.5K −$6.1K | -0.34% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.7M 0.354% | +$145.4 Bought | — 48.1K shares | 48.1K → 48.1K +$145.4 | +0.01% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.5M 0.308% | +$407.9 Bought | — 48.6K shares | 48.6K → 48.6K +$407.9 | +0.03% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.5M 0.297% | — | — 10.4K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.4M 0.29% | — | — 59.0K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.4M 0.288% | -$45.9K Sold | — 24.8K shares | 25.6K → 24.8K −$45.9K | -3.12% | — — | Q2 2023 Held for 2y 5m | |
Consumer Electronics Technology | $1.4M 0.276% | -$528.4K Sold | 0.0% 5.4K shares | 7.4K → 5.4K −$528.4K | -27.92% | $3.78T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.2M 0.235% | -$84.2K Sold | — 36.8K shares | 39.4K → 36.8K −$84.2K | -6.77% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $964.5K 0.195% | +$482.8K Bought | — 4.6K shares | 2.3K → 4.6K +$482.8K | +100.22% | — — | Q1 2024 Held for 1y 8m | |
Beverages - Non-Alcoholic Consumer Defensive | $904.9K 0.183% | +$4.4K Bought | 0.0% 13.6K shares | 13.6K → 13.6K +$4.4K | +0.49% | $285.42B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $851.9K 0.172% | — | — 35.0K shares | — | — | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $838.1K 0.17% | — | 0.0% 1.6K shares | — | — | $3.85T Mega Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $814.7K 0.165% | — | — 16.3K shares | — | — | — — | Q2 2025 Held for 5 months | |
Software - Application Technology | $798.4K 0.162% | -$5.7K Sold | 0.084% 218.7K shares | 220.3K → 218.7K −$5.7K | -0.71% | $946.5M Small Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $755.7K 0.153% | — | — 30.0K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $678.0K 0.137% | -$43.5K Sold | — 1.0K shares | 1.1K → 1.0K −$43.5K | -6.03% | — — | Q1 2024 Held for 1y 8m |
