Cypress Point Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 1, 2024
Value $
$255M
Signature - Title
Scott Boyd - CCO
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by Cypress Point Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cypress Point Wealth Management, LLC reported 75 stock holdings with total value $255M as of Q3 2024. Top holdings included PLTR, DFAC, AVLC, DFIC, and VTI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 75 $255M +$16.8M -$2.91M +$13.9M PLTR, DFAC, AVLC, DFIC, VTI 13F-HR 11/1/2024, 03:54 PM
Q2 2024 72 $211M +$12.9M -$1.42M +$11.5M PLTR, DFAC, AVLC, DFIC, VTI 13F-HR 7/26/2024, 03:51 PM
Q1 2024 71 $195M +$53.9M -$7.22M +$46.7M PLTR, DFAC, AVLC, DFIC, VOO 13F-HR 5/7/2024, 11:15 AM
Q4 2023 54 $135M +$26M -$15.8M +$10.2M PLTR, DFAC, DFAT, DFIC, VOO 13F-HR 1/17/2024, 10:04 AM
Q3 2023 52 $114M +$25.6M -$4.57M +$21M PLTR, DFAC, DFAT, GLD, TSLA 13F-HR 10/31/2023, 01:53 PM
Q2 2023 42 $93.9M +$12M -$2M +$9.97M PLTR, DFAC, DFAT, TSLA, SCHH 13F-HR 7/20/2023, 12:27 PM
Q1 2023 39 $70.9M +$8.8M -$6.96M +$1.84M DFAC, PLTR, DFAT, SCHH, TSLA 13F-HR 5/8/2023, 04:15 PM
Q4 2022 37 $63.8M +$28.6M -$11.1M +$17.5M DFAC, PLTR, VTV, DFAT, SCHH 13F-HR 2/1/2023, 02:55 PM
Q3 2022 25 $53.8M +$5.19M -$3.04M +$2.14M PLTR, VGSH, DFAC, TSLA, SCHH 13F-HR 10/31/2022, 05:34 PM
Q2 2022 23 $57M +$2.87M -$13.2M -$10.3M PLTR, VGSH, DFAC, SCHH, TSLA 13F-HR 8/8/2022, 03:33 PM
Q1 2022 33 $98.4M +$16.8M -$214K +$16.6M PLTR, TSLA, U, VGSH, AFRM 13F-HR 4/28/2022, 06:57 PM
Q4 2021 29 $108M +$9.78M -$23.5M -$13.8M PLTR, AFRM, BTX, U, TSLA 13F-HR 1/27/2022, 01:55 PM
Q3 2021 157 $140M +$7.34M -$4.92M +$2.42M PLTR, AFRM, U, ABNB, BTX Restatement 11/5/2021, 05:10 PM
Q2 2021 192 $141M +$35.8M -$3.12M +$32.7M PLTR, U, BTX, AFRM, ABNB 13F-HR 8/4/2021, 03:10 PM
Q1 2021 104 $96.1M +$69.8M -$41.6M +$28.2M PLTR, U, LPRO, TSLA, SCHB 13F-HR 5/6/2021, 08:51 PM
Q4 2020 190 $65.8M $0 $0 LPRO, TSLA, SCHB, BRKB, SCHH 13F-HR 2/4/2021, 06:13 PM