0001825611-21-000003.txt : 20210507
0001825611-21-000003.hdr.sgml : 20210507
20210506205121
ACCESSION NUMBER: 0001825611-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210507
DATE AS OF CHANGE: 20210506
EFFECTIVENESS DATE: 20210507
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: 21899871
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
03-31-2021
03-31-2021
Cypress Point Wealth Management, LLC
3838 OAK LAWN AVENUE
SUITE 1150
DALLAS
TX
75219
13F HOLDINGS REPORT
028-20569
N
Scott Boyd
Chief Compliance Officer
(512) 961-5660
Scott Boyd
Dallas
TX
05-06-2021
0
110
96082
false
INFORMATION TABLE
2
cypress1q21.xml
AT&T INC
COM
00206R102
1
34
SH
SOLE
0
0
34
ARK ETF TR
3D PRINTING ETF
00214Q500
27
700
SH
SOLE
0
0
700
AFFIRM HLDGS INC
COM CL A
00827B106
808
11428
SH
SOLE
0
0
11428
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
51
226
SH
SOLE
0
0
226
ALPHABET INC
CAP STK CL A
02079K305
25
12
SH
SOLE
0
0
12
AMAZON COM INC
COM
023135106
223
72
SH
SOLE
0
0
72
AMERICA MOVIL SAB DE CV
SPON ADR L SHS
02364W105
9
689
SH
SOLE
0
0
689
AMERICAN AIRLS GROUP INC
COM
02376R102
2
81
SH
SOLE
0
0
81
AMERICAN CAMPUS CMNTYS INC
COM
024835100
991
22949
SH
SOLE
0
0
22949
ANNALY CAPITAL MANAGEMENT IN
COM
035710409
0
17
SH
SOLE
0
0
17
APHRIA INC
COM
03765K104
10
550
SH
SOLE
0
0
550
APPLE INC
COM
037833100
496
4061
SH
SOLE
0
0
4061
ASANA INC
CL A
04342Y104
267
9331
SH
SOLE
0
0
9331
BLACKSTONE GROUP INC
COM
09260D107
25
329
SH
SOLE
0
0
329
CIGNA CORP NEW
COM
125523100
36
150
SH
SOLE
0
0
150
CVS HEALTH CORP
COM
126650100
6
83
SH
SOLE
0
0
83
CHARTER COMMUNICATIONS INC N
CL A
16119P108
1
1
SH
SOLE
0
0
1
CHEMOURS CO
COM
163851108
5
168
SH
SOLE
0
0
168
CHENIERE ENERGY INC
COM NEW
16411R208
2
34
SH
SOLE
0
0
34
CHEVRON CORP NEW
COM
166764100
26
250
SH
SOLE
0
0
250
CHIPOTLE MEXICAN GRILL INC
COM
169656105
23
16
SH
SOLE
0
0
16
COCA COLA CO
COM
191216100
629
11936
SH
SOLE
0
0
11936
CONOCOPHILLIPS
COM
20825C104
76
1433
SH
SOLE
0
0
1433
CORTEVA INC
COM
22052L104
17
359
SH
SOLE
0
0
359
DOW INC
COM
260557103
23
359
SH
SOLE
0
0
359
DROPBOX INC
CL A
26210C104
2
70
SH
SOLE
0
0
70
DUPONT DE NEMOURS INC
COM
26614N102
28
359
SH
SOLE
0
0
359
ETF MANAGERS TR
PRIME CYBR SCRTY
26924G201
33
601
SH
SOLE
0
0
601
EQUINOX GOLD CORP
COM
29446Y502
16
2000
SH
SOLE
0
0
2000
EXACT SCIENCES CORP
COM
30063P105
12
93
SH
SOLE
0
0
93
EXXON MOBIL CORP
COM
30231G102
15
274
SH
SOLE
0
0
274
FTS INTERNATIONAL INC
COM NEW CL A
30283W302
8
307
SH
SOLE
0
0
307
FACEBOOK INC
CL A
30303M102
1439
4887
SH
SOLE
0
0
4887
FORD MTR CO DEL
COM
345370860
7
600
SH
SOLE
0
0
600
FS KKR CAP CORP II
COM
35952V303
11
564
SH
SOLE
0
0
564
GAMESTOP CORP NEW
CL A
36467W109
1
5
SH
SOLE
0
0
5
GUARDANT HEALTH INC
COM
40131M109
499
3272
SH
SOLE
0
0
3272
INDEPENDENT BK GROUP INC
COM
45384B106
326
4515
SH
SOLE
0
0
4515
INTUIT
COM
461202103
15
38
SH
SOLE
0
0
38
ISHARES TR
TIPS BD ETF
464287176
5
40
SH
SOLE
0
0
40
ISHARES TR
CORE US AGGBD ET
464287226
25
220
SH
SOLE
0
0
220
ISHARES TR
S&P 500 GRWT ETF
464287309
49
752
SH
SOLE
0
0
752
ISHARES TR
S&P 500 VAL ETF
464287408
36
258
SH
SOLE
0
0
258
ISHARES TR
CORE S&P MCP ETF
464287507
11
43
SH
SOLE
0
0
43
ISHARES TR
RUS 1000 GRW ETF
464287614
146
600
SH
SOLE
0
0
600
ISHARES TR
CORE S&P SCP ETF
464287804
9
82
SH
SOLE
0
0
82
ISHARES TR
GL CLEAN ENE ETF
464288224
15
600
SH
SOLE
0
0
600
ISHARES TR
JPMORGAN USD EMG
464288281
3
25
SH
SOLE
0
0
25
ISHARES TR
IBOXX HI YD ETF
464288513
11
122
SH
SOLE
0
0
122
ISHARES TR
CORE MSCI EAFE
46432F842
21
292
SH
SOLE
0
0
292
ISHARES INC
CORE MSCI EMKT
46434G103
6
93
SH
SOLE
0
0
93
KINDER MORGAN INC DEL
COM
49456B101
15
888
SH
SOLE
0
0
888
LUCIRA HEALTH INC
COM
54948U105
123
10177
SH
SOLE
0
0
10177
LYFT INC
CL A COM
55087P104
2
31
SH
SOLE
0
0
31
MATADOR RES CO
COM
576485205
1842
78542
SH
SOLE
0
0
78542
METROMILE INC
COM
591697107
3
250
SH
SOLE
0
0
250
MICROSOFT CORP
COM
594918104
598
2538
SH
SOLE
0
0
2538
NEBULA CARAVEL ACQUISITION C
COM CL A
629070103
10
1000
SH
SOLE
0
0
1000
NEBULA CARAVEL ACQUISITION C
W EXP 10/01/202
629070111
0
200
SH
SOLE
0
0
200
OPEN TEXT CORP
COM
683715106
0
4
SH
SOLE
0
0
4
OPEN LENDING CORP
COM CL A
68373J104
3684
104000
SH
SOLE
0
0
104000
ORACLE CORP
COM
68389X105
9
125
SH
SOLE
0
0
125
PALANTIR TECHNOLOGIES INC
CL A
69608A108
57848
2483813
SH
SOLE
0
0
2483813
PAYPAL HLDGS INC
COM
70450Y103
24
100
SH
SOLE
0
0
100
PFIZER INC
COM
717081103
7
200
SH
SOLE
0
0
200
PHILIP MORRIS INTL INC
COM
718172109
18
200
SH
SOLE
0
0
200
PHILLIPS 66
COM
718546104
58
717
SH
SOLE
0
0
717
PIMCO CORPORATE & INCM STRG
COM
72200U100
162
9369
SH
SOLE
0
0
9369
PORCH GROUP INC
COM
733245104
69
3881
SH
SOLE
0
0
3881
RENEWABLE ENERGY GROUP INC
COM NEW
75972A301
418
6335
SH
SOLE
0
0
6335
RIBBON COMMUNICATIONS INC
COM
762544104
0
50
SH
SOLE
0
0
50
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
10
250
SH
SOLE
0
0
250
SPDR S&P 500 ETF TR
TR UNIT
78462F103
17
43
SH
SOLE
0
0
43
SPDR GOLD TR
GOLD SHS
78463V107
196
1228
SH
SOLE
0
0
1228
SAILPOINT TECHNOLOGIES HLDGS
COM
78781P105
39
764
SH
SOLE
0
0
764
SALESFORCE COM INC
COM
79466L302
327
1543
SH
SOLE
0
0
1543
SALLY BEAUTY HLDGS INC
COM
79546E104
110
5464
SH
SOLE
0
0
5464
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
3099
32041
SH
SOLE
0
0
32041
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
115
3625
SH
SOLE
0
0
3625
SCHWAB STRATEGIC TR
US REIT ETF
808524847
2876
70002
SH
SOLE
0
0
70002
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
10
150
SH
SOLE
0
0
150
SONY CORP
SPONSORED ADR
835699307
21
200
SH
SOLE
0
0
200
SPIRIT OF TEX BANCSHARES INC
COM
84861D103
93
4158
SH
SOLE
0
0
4158
SPROTT ETF TRUST
JR GOLD MINERS E
85210B201
13
306
SH
SOLE
0
0
306
STARBUCKS CORP
COM
855244109
37
335
SH
SOLE
0
0
335
TALEND S A
ADS
874224207
47
744
SH
SOLE
0
0
744
TESLA INC
COM
88160R101
3400
5090
SH
SOLE
0
0
5090
3M CO
COM
88579Y101
19
100
SH
SOLE
0
0
100
TWC TECH HLDGS II CORP
COM
90117G105
10
999
SH
SOLE
0
0
999
TWC TECH HLDGS II CORP
W EXP 09/15/202
90117G113
0
333
SH
SOLE
0
0
333
TWITTER INC
COM
90184L102
29
457
SH
SOLE
0
0
457
UBER TECHNOLOGIES INC
COM
90353T100
465
8533
SH
SOLE
0
0
8533
UNITY SOFTWARE INC
COM
91332U101
8739
87123
SH
SOLE
0
0
87123
VANGUARD BD INDEX FDS
LONG TERM BOND
921937793
5
46
SH
SOLE
0
0
46
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
89
1079
SH
SOLE
0
0
1079
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
2339
23141
SH
SOLE
0
0
23141
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
47
840
SH
SOLE
0
0
840
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
3
34
SH
SOLE
0
0
34
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
109
300
SH
SOLE
0
0
300
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
54
400
SH
SOLE
0
0
400
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
259
2818
SH
SOLE
0
0
2818
VANGUARD INDEX FDS
MID CAP ETF
922908629
1609
7270
SH
SOLE
0
0
7270
VANGUARD INDEX FDS
SMALL CP ETF
922908751
75
350
SH
SOLE
0
0
350
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
83
400
SH
SOLE
0
0
400
VIATRIS INC
COM
92556V106
0
24
SH
SOLE
0
0
24
VIR BIOTECHNOLOGY INC
COM
92764N102
218
4261
SH
SOLE
0
0
4261
WALMART INC
COM
931142103
8
62
SH
SOLE
0
0
62
WINGSTOP INC
COM
974155103
25
200
SH
SOLE
0
0
200
WISDOMTREE TR
90/60 BALNCED FD
97717Y790
4
113
SH
SOLE
0
0
113
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
65
407
SH
SOLE
0
0
407