Cypress Point Wealth Management, LLC has filed its third-quarter holdings report, revealing a total portfolio value of approximately $491.6 million as of September 30, 2026. This filing is critical as it provides insights into the firm’s investment strategies and asset management practices.

The firm, based in Dallas, Texas, specializes in wealth management, focusing on providing tailored investment solutions for its clients. The latest filing, dated November 2, 2026, highlights the firm’s ongoing commitment to effectively manage and grow client assets in a dynamic market environment.

Background

Cypress Point Wealth Management, LLC, incorporated in Texas, is a financial services firm that operates in the wealth management sector. The company is categorized under the SEC filing system with the Central Index Key (CIK) number 0001825611. Its recent filings include multiple 13F-HR forms, with the latest being filed on November 2, 2026, and previous ones on July 17, 2026, and April 13, 2026.

What the Filing Says

The latest 13F-HR filing indicates that Cypress Point Wealth Management holds a total of 142 different securities, with a reported total value of $491,605,483. The firm’s investment discretion is noted as sole for all reported holdings, suggesting a concentrated management approach.

Impact

This filing may affect various stakeholders, including clients, investors, and competitors in the wealth management industry. Clients may gain insights into the firm’s investment strategies, while competitors can analyze the firm’s positioning in the market.

What's Next

The filing does not specify what happens next. However, the firm is expected to continue monitoring its portfolio and may file additional updates in the future as market conditions evolve.