Cypress Point Wealth Management, LLC
•CIK: 1825611•Filing: Q4 2025
**Cypress Point Wealth Management, LLC** manages $458M across a portfolio of 90 distinct positions. The fund exhibits significant concentration in technology and data-focused names, notably holding PLTR at $164.6M. Further substantial allocations include DFAC ($51.7M) and AVLC ($36.0M), indicating a strategic tilt toward high-growth, specialized sectors. The diverse top holdings suggest an active, concentrated approach to capital deployment.
Total AUM
$458.2M
QoQ Performance
-7.3%
Positions
47
Top 10 Concentration
74.7%
Latest Filing
Q4 2025
Top Holdings Allocation
PLTR
DFAC
AVLC
PLTR35.9%
DFAC11.3%
AVLC7.9%
DCOR3.8%
DFIC3.8%
DFUS3.6%
VTI2.6%
VOO2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other92.8%
ETF2.9%
Energy1.7%
Technology1.5%
Financial0.6%
Consumer Staples0.2%
Consumer0.2%
Communication0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW13 new positions
↑39 increased
↓17 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023