Cypress Point Wealth Management, LLC reported 81 positions worth $173.02M for the quarter ended Sep 30, 2026, up 0.0% on the prior quarter. It opened 0 new positions, added to 0, trimmed 2 and exited 0. Its largest holding is Palantir Technologies Inc. at 62.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were added to this quarter.
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | PLTR Palantir Technologies Inc. | Technology | 926.2K | $108.05M | 62.45% | 0 | 0.0% | Unchanged | 0.04% |
| 2 | AAPL Apple Inc. | Technology | 26.7K | $7.73M | 4.47% | 0 | 0.0% | Unchanged | 0% |
| 3 | NVDA Nvidia Corp | Technology | 20.1K | $4.03M | 2.33% | 0 | 0.0% | Unchanged | 0% |
| 4 | KLAC Kla Corp | Technology | 13.0K | $3.91M | 2.26% | 0 | 0.0% | Unchanged | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 8,848 | $3.16M | 1.83% | 0 | 0.0% | Unchanged | 0% |
| 6 | MSFT Microsoft Corp | Technology | 7,493 | $2.80M | 1.62% | 0 | 0.0% | Unchanged | 0% |
| 7 | META Meta Platforms, Inc. | Technology | 4,930 | $2.78M | 1.61% | 0 | 0.0% | Unchanged | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 11.4K | $2.71M | 1.57% | 0 | 0.0% | Unchanged | 0% |
| 9 | DE Deere & Co | Industrials | 3,761 | $2.39M | 1.38% | 0 | 0.0% | Unchanged | 0% |
| 10 | BRK-A Berkshire Hathaway Inc | Financial Services | 3 | $2.25M | 1.3% | 0 | 0.0% | Unchanged | 0% |
| 11 | MU Micron Technology Inc | Technology | 1,566 | $1.81M | 1.04% | 0 | 0.0% | Unchanged | 0% |
| 12 | AVGO Broadcom Inc. | Technology | 4,622 | $1.75M | 1.01% | 0 | 0.0% | Unchanged | 0% |
| 13 | AMAT Applied Materials Inc | Technology | 2,397 | $1.73M | 1% | 0 | 0.0% | Unchanged | 0% |
| 14 | KO Coca Cola Co | Consumer Staples | 16.3K | $1.32M | 0.765% | 0 | 0.0% | Unchanged | 0% |
| 15 | AMD Advanced Micro Devices Inc | Technology | 1,956 | $1.14M | 0.657% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Cypress Point Wealth Management.
As of its Q3 2026 13F filing, Cypress Point Wealth Management, LLC’s five largest positions were Palantir Technologies Inc. (PLTR) at 62.5%, Apple Inc. (AAPL) at 4.5%, Nvidia Corp (NVDA) at 2.3%, Kla Corp (KLAC) at 2.3%, Alphabet Inc. (GOOGL) at 1.8% of the reported portfolio.
Cypress Point Wealth Management, LLC reported a 13F portfolio worth $173.02M across 81 positions for Q3 2026. That is up 0.0% from the previous quarter.
Its largest sales by value were CrowdStrike Holdings, Inc. ($1.74M), Mueller Industries Inc ($209.10K). It exited 0 positions entirely.
From the Form 13F-HR reports Cypress Point Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.