Cypress Point Wealth Management, LLC
SEC Form 13F institutional filer · CIK 0001825611
13F-HR · 57 reported holdings · 2026-03-31
Reported long-US-equity value
$0.21B
Top-10 concentration
88.6%
Cypress Point Wealth Management, LLC — $213M AUM allocation strategy
Cypress Point Wealth Management, LLC files SEC Form 13F and reports $213M of long US equity value across 57 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 69.7%, followed by Financials 3.9% and Communication Services 3.3%.
The top 10 holdings account for 89% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Cypress Point Wealth Management, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$213M
total across 57 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
89% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$AAPL +18.5K sh · +$4.57M+$NVDA +15.4K sh · +$2.67M+$SCHW +14.7K sh · +$269K
Biggest trims (shares)
−$XOM −11.2K sh · +$163K−$IVV −9.48K sh · −$360K−$VOO −324 sh · −$737K
Exited to nil (held last quarter, gone now)
$COP ($2.75M last qtr)$QQQ ($489K last qtr)$HOOD ($267K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Application Software63.7%—
- Investment Banking & Brokerage3.9%—
- Technology Hardware, Storage & Peripherals3.1%—
- Interactive Media & Services2.8%—
- Integrated Oil & Gas2.5%—
- Semiconductors1.8%—
- Systems Software1.1%—
- Aerospace & Defense1.0%—
- Other holdings20.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $PLTR | Palantir Technologies Inc | 928K | $136M | +1.79K | 63.7% |
| $SCHW | Charles Schwab Corporation | 364K | $8.3M | +14.7K | 3.9% |
| $AAPL | Apple Inc | 25.9K | $6.57M | +18.5K | 3.1% |
| $XOM | ExxonMobil Holdings Corporation | 30.5K | $5.18M | -11.2K | 2.4% |
| $META | Meta Platforms Inc | 5.05K | $2.89M | +939 | 1.4% |
| $NVDA | NVIDIA Corporation | 16.5K | $2.87M | +15.4K | 1.3% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 8.71K | $2.51M | +6.38K | 1.2% |
| $MSFT | Microsoft Corporation | 6.59K | $2.44M | +4.78K | 1.1% |
…and 49 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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