$57 Million is the total value of Cypress Point Wealth Management, LLC's 23 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDSshort term treas | $4,264,000 | -0.7% | 72,437 | 0.0% | 7.48% | +71.6% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $2,337,000 | -9.4% | 22,982 | 0.0% | 4.10% | +56.5% | |
| U | UNITY SOFTWARE INC | $1,956,000 | -62.9% | 53,123 | 0.0% | 3.43% | -35.9% | |
| AFRM | AFFIRM HLDGS INC | $1,649,000 | -61.0% | 91,318 | 0.0% | 2.89% | -32.6% | |
| LPRO | OPEN LENDING CORP | $1,095,000 | -45.9% | 107,000 | 0.0% | 1.92% | -6.5% | |
| BTX | BROOKLYN IMMUNOTHERAPEUTICS | $977,000 | -74.7% | 1,887,509 | 0.0% | 1.71% | -56.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PALANTIR TECHNOLOGIES INC | 12 | Q3 2023 | 60.2% |
| TESLA INC | 12 | Q3 2023 | 7.3% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 6.6% |
| VANGUARD WHITEHALL FDS | 12 | Q3 2023 | 5.0% |
| OPEN LENDING CORP | 12 | Q3 2023 | 5.6% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 2.3% |
| META PLATFORMS INC | 12 | Q3 2023 | 2.0% |
| COCA COLA CO | 12 | Q3 2023 | 1.6% |
| UNITY SOFTWARE INC | 11 | Q3 2023 | 9.1% |
| AFFIRM HLDGS INC | 11 | Q3 2023 | 10.5% |
View Cypress Point Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-27 |
View Cypress Point Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.