Notify me when Cypress Point Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 90 | $458,158,240 | +$26,764,165 | -$62,492,166 | -$35,728,001 | PLTR, DFAC, AVLC, DCOR, DFIC | 13F-HR | 02 Feb 2026, 14:17 |
| Q3 2025 | 82 | $494,192,217 | +$21,974,236 | -$11,429,434 | +$10,544,802 | PLTR, DFAC, AVLC, DCOR, DFIC | 13F-HR | 07 Oct 2025, 17:55 |
| Q2 2025 | 79 | $410,782,227 | +$27,403,548 | -$13,201,531 | +$14,202,017 | PLTR, DFAC, AVLC, DCOR, DFIC | 13F-HR | 10 Jul 2025, 09:54 |
| Q1 2025 | 68 | $315,272,258 | +$20,399,288 | -$35,301,848 | -$14,902,560 | PLTR, DFAC, AVLC, DFIC, DFUS | 13F-HR | 16 Apr 2025, 13:26 |
| Q4 2024 | 69 | $321,124,677 | +$22,168,949 | -$11,121,359 | +$11,047,590 | PLTR, DFAC, AVLC, DFIC, VTI | 13F-HR | 21 Jan 2025, 16:57 |
| Q3 2024 | 75 | $254,551,674 | +$16,824,161 | -$2,909,032 | +$13,915,129 | PLTR, DFAC, AVLC, DFIC, VTI | 13F-HR | 01 Nov 2024, 15:54 |
| Q2 2024 | 72 | $211,177,720 | +$12,886,163 | -$1,417,645 | +$11,468,518 | PLTR, DFAC, AVLC, DFIC, VTI | 13F-HR | 26 Jul 2024, 15:51 |
| Q1 2024 | 71 | $195,306,146 | +$53,911,981 | -$7,215,689 | +$46,696,292 | PLTR, DFAC, AVLC, DFIC, VOO | 13F-HR | 07 May 2024, 11:15 |
| Q4 2023 | 54 | $134,616,107 | +$26,007,965 | -$15,775,751 | +$10,232,214 | PLTR, DFAC, DFAT, DFIC, VOO | 13F-HR | 17 Jan 2024, 10:04 |
| Q3 2023 | 52 | $113,859,741 | +$25,613,584 | -$4,572,326 | +$21,041,258 | PLTR, DFAC, DFAT, GLD, TSLA | 13F-HR | 31 Oct 2023, 13:53 |
| Q2 2023 | 42 | $93,867,013 | +$11,970,949 | -$2,003,040 | +$9,967,909 | PLTR, DFAC, DFAT, TSLA, SCHH | 13F-HR | 20 Jul 2023, 12:27 |
| Q1 2023 | 39 | $70,924,377 | +$8,803,368 | -$6,963,679 | +$1,839,689 | DFAC, PLTR, DFAT, SCHH, TSLA | 13F-HR | 08 May 2023, 16:15 |
| Q4 2022 | 37 | $63,794,169 | +$28,630,994 | -$11,130,771 | +$17,500,223 | DFAC, PLTR, VTV, DFAT, SCHH | 13F-HR | 01 Feb 2023, 14:55 |
| Q3 2022 | 25 | $53,825,000 | +$5,187,471 | -$3,044,294 | +$2,143,177 | PLTR, VGSH, DFAC, TSLA, SCHH | 13F-HR | 31 Oct 2022, 17:34 |
| Q2 2022 | 23 | $56,992,000 | +$2,869,363 | -$13,214,705 | -$10,345,342 | PLTR, VGSH, DFAC, SCHH, TSLA | 13F-HR | 08 Aug 2022, 15:33 |
| Q1 2022 | 33 | $98,436,000 | +$16,846,184 | -$213,508 | +$16,632,676 | PLTR, TSLA, U, VGSH, AFRM | 13F-HR | 28 Apr 2022, 18:57 |
| Q4 2021 | 29 | $107,886,000 | +$9,784,703 | -$23,539,425 | -$13,754,722 | PLTR, AFRM, BTX, U, TSLA | 13F-HR | 27 Jan 2022, 13:55 |
| Q3 2021 | 157 | $140,137,000 | +$7,340,769 | -$4,915,994 | +$2,424,775 | PLTR, AFRM, U, ABNB, BTX | Restatement | 05 Nov 2021, 17:10 |
| Q2 2021 | 192 | $140,636,000 | +$35,810,458 | -$3,116,967 | +$32,693,491 | PLTR, U, BTX, AFRM, ABNB | 13F-HR | 04 Aug 2021, 15:10 |
| Q1 2021 | 104 | $96,081,000 | +$69,838,137 | -$41,625,006 | +$28,213,131 | PLTR, U, LPRO, TSLA, SCHB | 13F-HR | 06 May 2021, 20:51 |
| Q4 2020 | 190 | $65,774,000 | $0 | $0 | $0 | LPRO, TSLA, SCHB, BRKB, SCHH | 13F-HR | 04 Feb 2021, 18:13 |