0001825611-21-000002.txt : 20210205 0001825611-21-000002.hdr.sgml : 20210205 20210204181343 ACCESSION NUMBER: 0001825611-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210205 DATE AS OF CHANGE: 20210204 EFFECTIVENESS DATE: 20210205 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cypress Point Wealth Management, LLC CENTRAL INDEX KEY: 0001825611 IRS NUMBER: 208726222 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20569 FILM NUMBER: 21592567 BUSINESS ADDRESS: STREET 1: 3838 OAK LAWN AVENUE STREET 2: SUITE 1150 CITY: DALLAS STATE: TX ZIP: 75219 BUSINESS PHONE: 2147368887 MAIL ADDRESS: STREET 1: 3838 OAK LAWN AVENUE STREET 2: SUITE 1150 CITY: DALLAS STATE: TX ZIP: 75219 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001825611 XXXXXXXX 12-31-2020 12-31-2020 Cypress Point Wealth Management, LLC

3838 OAK LAWN AVENUE SUITE 1150 DALLAS TX 75219

13F HOLDINGS REPORT 028-20569 N Scott Boyd (512) 961-5660 Scott Boyd Dallas TX 02-04-2021 0 211 65780 false INFORMATION TABLE 2 cypress4q20.xml AT&T INC COM 00206R102 223 7749 SH OTR 0 0 7749 AT&T INC COM 00206R102 1 34 SH SOLE 0 0 34 ABBOTT LABS COM 002824100 465 4245 SH OTR 0 0 4245 ACI WORLDWIDE INC COM 004498101 355 9250 SH OTR 0 0 9250 ADOBE SYSTEMS INCORPORATED COM 00724F101 263 525 SH OTR 0 0 525 AFFILIATED MANAGERS GROUP IN COM 008252108 28 275 SH OTR 0 0 275 AGNICO EAGLE MINES LTD COM 008474108 1056 14980 SH OTR 0 0 14980 AIR PRODS & CHEMS INC COM 009158106 294 1075 SH OTR 0 0 1075 AKAMAI TECHNOLOGIES INC COM 00971T101 407 3875 SH OTR 0 0 3875 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 53 226 SH SOLE 0 0 226 ALLEGHANY CORP DEL COM 017175100 586 970 SH OTR 0 0 970 ALLSTATE CORP COM 020002101 475 4325 SH OTR 0 0 4325 ALPHABET INC CAP STK CL C 02079K107 561 320 SH OTR 0 0 320 ALPHABET INC CAP STK CL A 02079K305 18 10 SH OTR 0 0 10 ALPHABET INC CAP STK CL A 02079K305 21 12 SH 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