0001825611-21-000005.txt : 20210804
0001825611-21-000005.hdr.sgml : 20210804
20210804151034
ACCESSION NUMBER: 0001825611-21-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210804
DATE AS OF CHANGE: 20210804
EFFECTIVENESS DATE: 20210804
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: 211143687
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
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false
false
0001825611
XXXXXXXX
06-30-2021
06-30-2021
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
08-04-2021
0
200
140642
false
INFORMATION TABLE
2
cypress2q21.xml
3M CO
COM
88579Y101
60
300
SH
SOLE
0
0
300
ABBOTT LABS
COM
002824100
23
200
SH
SOLE
0
0
200
AECOM
COM
00766T100
19
300
SH
SOLE
0
0
300
AFFIRM HLDGS INC
COM CL A
00827B106
8339
123818
SH
SOLE
0
0
123818
AIRBNB INC
COM CL A
009066101
8091
52834
SH
SOLE
0
0
52834
ALASKA AIR GROUP INC
COM
011659109
5
75
SH
SOLE
0
0
75
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
51
226
SH
SOLE
0
0
226
ALPHABET INC
CAP STK CL A
02079K305
29
12
SH
SOLE
0
0
12
AMAZON COM INC
COM
023135106
248
72
SH
SOLE
0
0
72
AMERICA MOVIL SAB DE CV
SPON ADR L SHS
02364W105
10
689
SH
SOLE
0
0
689
AMERICAN AIRLS GROUP INC
COM
02376R102
3
151
SH
SOLE
0
0
151
AMERICAN CAMPUS CMNTYS INC
COM
024835100
1056
22594
SH
SOLE
0
0
22594
AMERICAN ELEC PWR CO INC
COM
025537101
8
100
SH
SOLE
0
0
100
AMGEN INC
COM
031162100
176
720
SH
SOLE
0
0
720
ANNALY CAPITAL MANAGEMENT IN
COM
035710409
0
17
SH
SOLE
0
0
17
APPLE INC
COM
037833100
666
4861
SH
SOLE
0
0
4861
APPLIED MATLS INC
COM
038222105
36
250
SH
SOLE
0
0
250
AQUABOUNTY TECHNOLOGIES INC
COM NEW
03842K200
0
3
SH
SOLE
0
0
3
ARK ETF TR
3D PRINTING ETF
00214Q500
28
700
SH
SOLE
0
0
700
ASANA INC
CL A
04342Y104
472
7612
SH
SOLE
0
0
7612
AT&T INC
COM
00206R102
44
1534
SH
SOLE
0
0
1534
BAKER HUGHES COMPANY
CL A
05722G100
4
175
SH
SOLE
0
0
175
BALLYS CORPORATION
COM
05875B106
8
157
SH
SOLE
0
0
157
BK OF AMERICA CORP
COM
060505104
41
1000
SH
SOLE
0
0
1000
BLACKSTONE GROUP INC
COM
09260D107
125
1290
SH
SOLE
0
0
1290
BORGWARNER INC
COM
099724106
5
100
SH
SOLE
0
0
100
BOSTON SCIENTIFIC CORP
COM
101137107
30
700
SH
SOLE
0
0
700
BOYD GAMING CORP
COM
103304101
12
200
SH
SOLE
0
0
200
BP PLC
SPONSORED ADR
055622104
12
450
SH
SOLE
0
0
450
BRISTOL-MYERS SQUIBB CO
COM
110122108
48
725
SH
SOLE
0
0
725
BROOKLYN IMMUNOTHERAPEUTICS
COM
114082100
8499
471878
SH
SOLE
0
0
471878
CENTURY CASINOS INC
COM
156492100
29
2125
SH
SOLE
0
0
2125
CHARTER COMMUNICATIONS INC N
CL A
16119P108
1
1
SH
SOLE
0
0
1
CHEMOURS CO
COM
163851108
6
168
SH
SOLE
0
0
168
CHENIERE ENERGY INC
COM NEW
16411R208
3
34
SH
SOLE
0
0
34
CHEVRON CORP NEW
COM
166764100
50
479
SH
SOLE
0
0
479
CHURCHILL DOWNS INC
COM
171484108
15
75
SH
SOLE
0
0
75
CIGNA CORP NEW
COM
125523100
36
150
SH
SOLE
0
0
150
CISCO SYS INC
COM
17275R102
49
925
SH
SOLE
0
0
925
CITIGROUP INC
COM NEW
172967424
65
925
SH
SOLE
0
0
925
CLEVELAND-CLIFFS INC NEW
COM
185899101
42
1950
SH
SOLE
0
0
1950
COCA COLA CO
COM
191216100
647
11961
SH
SOLE
0
0
11961
CONOCOPHILLIPS
COM
20825C104
87
1433
SH
SOLE
0
0
1433
CONTEXTLOGIC INC
COM CL A
21077C107
2411
183090
SH
SOLE
0
0
183090
CORTEVA INC
COM
22052L104
16
359
SH
SOLE
0
0
359
COVETRUS INC
COM
22304C100
2
60
SH
SOLE
0
0
60
CREDIT SUISSE GROUP
SPONSORED ADR
225401108
8
750
SH
SOLE
0
0
750
CVS HEALTH CORP
COM
126650100
7
83
SH
SOLE
0
0
83
D R HORTON INC
COM
23331A109
16
175
SH
SOLE
0
0
175
DELTA AIR LINES INC DEL
COM NEW
247361702
11
250
SH
SOLE
0
0
250
DIAMONDBACK ENERGY INC
COM
25278X109
2
16
SH
SOLE
0
0
16
DICKS SPORTING GOODS INC
COM
253393102
25
250
SH
SOLE
0
0
250
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
20
447
SH
SOLE
0
0
447
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
1704
63162
SH
SOLE
0
0
63162
DISCOVERY INC
COM SER A
25470F104
18
600
SH
SOLE
0
0
600
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
ENBRIDGE INC
COM
29250N105
11
275
SH
SOLE
0
0
275
ENDO INTL PLC
SHS
G30401106
7
1575
SH
SOLE
0
0
1575
ENTERPRISE PRODS PARTNERS L
COM
293792107
21
875
SH
SOLE
0
0
875
EQUINOX GOLD CORP
COM
29446Y502
21
3000
SH
SOLE
0
0
3000
ETF MANAGERS TR
PRIME CYBR SCRTY
26924G201
55
900
SH
SOLE
0
0
900
ETFIS SER TR I
INFRAC ACT MLP
26923G772
3
100
SH
SOLE
0
0
100
ETSY INC
COM
29786A106
144
700
SH
SOLE
0
0
700
EVERI HLDGS INC
COM
30034T103
126
5050
SH
SOLE
0
0
5050
EXXON MOBIL CORP
COM
30231G102
17
274
SH
SOLE
0
0
274
FACEBOOK INC
CL A
30303M102
1664
4787
SH
SOLE
0
0
4787
FORD MTR CO DEL
COM
345370860
24
1600
SH
SOLE
0
0
1600
FS KKR CAP CORP
COM
302635206
12
535
SH
SOLE
0
0
535
FULL HSE RESORTS INC
COM
359678109
75
7500
SH
SOLE
0
0
7500
GAMESTOP CORP NEW
CL A
36467W109
1
5
SH
SOLE
0
0
5
GARRETT MOTION INC
COM
366505105
0
10
SH
SOLE
0
0
10
GILEAD SCIENCES INC
COM
375558103
15
225
SH
SOLE
0
0
225
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
15
375
SH
SOLE
0
0
375
GUARDANT HEALTH INC
COM
40131M109
406
3272
SH
SOLE
0
0
3272
HAWAIIAN HOLDINGS INC
COM
419879101
7
300
SH
SOLE
0
0
300
HENRY SCHEIN INC
COM
806407102
11
150
SH
SOLE
0
0
150
HONEYWELL INTL INC
COM
438516106
22
100
SH
SOLE
0
0
100
HUMANA INC
COM
444859102
22
50
SH
SOLE
0
0
50
II-VI INC
COM
902104108
5
66
SH
SOLE
0
0
66
INDEPENDENT BANK GROUP INC
COM
45384B106
334
4515
SH
SOLE
0
0
4515
INTEL CORP
COM
458140100
17
300
SH
SOLE
0
0
300
INTERNATIONAL GAME TECHNOLOG
SHS USD
G4863A108
19
800
SH
SOLE
0
0
800
ISHARES INC
CORE MSCI EMKT
46434G103
6
93
SH
SOLE
0
0
93
ISHARES SILVER TR
ISHARES
46428Q109
5
225
SH
SOLE
0
0
225
ISHARES TR
TIPS BD ETF
464287176
5
40
SH
SOLE
0
0
40
ISHARES TR
CORE S&P500 ETF
464287200
83
192
SH
SOLE
0
0
192
ISHARES TR
CORE US AGGBD ET
464287226
25
220
SH
SOLE
0
0
220
ISHARES TR
S&P 500 GRWT ETF
464287309
55
752
SH
SOLE
0
0
752
ISHARES TR
S&P 500 VAL ETF
464287408
38
258
SH
SOLE
0
0
258
ISHARES TR
CORE S&P MCP ETF
464287507
12
43
SH
SOLE
0
0
43
ISHARES TR
CORE S&P SCP ETF
464287804
9
82
SH
SOLE
0
0
82
ISHARES TR
GL CLEAN ENE ETF
464288224
23
1000
SH
SOLE
0
0
1000
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
22
292
SH
SOLE
0
0
292
JACOBS ENGR GROUP INC
COM
469814107
27
200
SH
SOLE
0
0
200
JETBLUE AWYS CORP
COM
477143101
9
525
SH
SOLE
0
0
525
JOHNSON & JOHNSON
COM
478160104
58
350
SH
SOLE
0
0
350
JPMORGAN CHASE & CO
COM
46625H100
214
1377
SH
SOLE
0
0
1377
KINDER MORGAN INC DEL
COM
49456B101
16
900
SH
SOLE
0
0
900
KKR & CO INC
COM
48251W104
138
2325
SH
SOLE
0
0
2325
LILLY ELI & CO
COM
532457108
78
340
SH
SOLE
0
0
340
LOWES COS INC
COM
548661107
24
125
SH
SOLE
0
0
125
LUCIRA HEALTH INC
COM
54948U105
81
12177
SH
SOLE
0
0
12177
LYFT INC
CL A COM
55087P104
2
31
SH
SOLE
0
0
31
MARATHON OIL CORP
COM
565849106
18
1325
SH
SOLE
0
0
1325
MATADOR RES CO
COM
576485205
2108
58542
SH
SOLE
0
0
58542
MEDTRONIC PLC
SHS
G5960L103
78
625
SH
SOLE
0
0
625
MERCK & CO INC
COM
58933Y105
10
125
SH
SOLE
0
0
125
METROMILE INC
COM
591697107
2
250
SH
SOLE
0
0
250
MICROSOFT CORP
COM
594918104
777
2867
SH
SOLE
0
0
2867
MORGAN STANLEY
COM NEW
617446448
18
200
SH
SOLE
0
0
200
MOSAIC CO NEW
COM
61945C103
10
300
SH
SOLE
0
0
300
MURPHY OIL CORP
COM
626717102
5
225
SH
SOLE
0
0
225
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
1
200
SH
SOLE
0
0
200
NOKIA CORP
SPONSORED ADR
654902204
8
1500
SH
SOLE
0
0
1500
OPEN LENDING CORP
COM CL A
68373J104
4503
104500
SH
SOLE
0
0
104500
OPEN TEXT CORP
COM
683715106
0
4
SH
SOLE
0
0
4
ORACLE CORP
COM
68389X105
10
125
SH
SOLE
0
0
125
ORGANON & CO
COMMON STOCK
68622V106
0
12
SH
SOLE
0
0
12
OVINTIV INC
COM
69047Q102
13
400
SH
SOLE
0
0
400
PALANTIR TECHNOLOGIES INC
CL A
69608A108
68532
2599833
SH
SOLE
0
0
2599833
PATTERSON COS INC
COM
703395103
11
350
SH
SOLE
0
0
350
PAYPAL HLDGS INC
COM
70450Y103
29
100
SH
SOLE
0
0
100
PENN NATL GAMING INC
COM
707569109
73
956
SH
SOLE
0
0
956
PFIZER INC
COM
717081103
8
200
SH
SOLE
0
0
200
PHILLIPS 66
COM
718546104
104
1217
SH
SOLE
0
0
1217
PIMCO CORPORATE & INCM STRG
COM
72200U100
209
11169
SH
SOLE
0
0
11169
PNC FINL SVCS GROUP INC
COM
693475105
25
129
SH
SOLE
0
0
129
PROCTER AND GAMBLE CO
COM
742718109
20
150
SH
SOLE
0
0
150
PROPETRO HLDG CORP
COM
74347M108
2
200
SH
SOLE
0
0
200
QUALCOMM INC
COM
747525103
36
250
SH
SOLE
0
0
250
QUANTA SVCS INC
COM
74762E102
38
425
SH
SOLE
0
0
425
RANGE RES CORP
COM
75281A109
3
200
SH
SOLE
0
0
200
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
40
466
SH
SOLE
0
0
466
REGIONS FINANCIAL CORP NEW
COM
7591EP100
8
375
SH
SOLE
0
0
375
RENEWABLE ENERGY GROUP INC
COM NEW
75972A301
283
4535
SH
SOLE
0
0
4535
RESIDEO TECHNOLOGIES INC
COM
76118Y104
0
16
SH
SOLE
0
0
16
RIBBON COMMUNICATIONS INC
COM
762544104
0
50
SH
SOLE
0
0
50
ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
10
250
SH
SOLE
0
0
250
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
10
250
SH
SOLE
0
0
250
SALESFORCE COM INC
COM
79466L302
377
1543
SH
SOLE
0
0
1543
SALLY BEAUTY HLDGS INC
COM
79546E104
121
5464
SH
SOLE
0
0
5464
SANDRIDGE ENERGY INC
COM NEW
80007P869
1
200
SH
SOLE
0
0
200
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
2353
22564
SH
SOLE
0
0
22564
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
119
3625
SH
SOLE
0
0
3625
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
43
1087
SH
SOLE
0
0
1087
SCHWAB STRATEGIC TR
US REIT ETF
808524847
3288
71808
SH
SOLE
0
0
71808
SCIENTIFIC GAMES CORP
COM
80874P109
39
500
SH
SOLE
0
0
500
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
10
150
SH
SOLE
0
0
150
SENSEONICS HLDGS INC
COM
81727U105
8
2000
SH
SOLE
0
0
2000
SONY GROUP CORPORATION
SPONSORED ADR
835699307
24
250
SH
SOLE
0
0
250
SOUTHERN CO
COM
842587107
21
350
SH
SOLE
0
0
350
SOUTHWEST AIRLS CO
COM
844741108
13
250
SH
SOLE
0
0
250
SOUTHWESTERN ENERGY CO
COM
845467109
3
600
SH
SOLE
0
0
600
SPDR GOLD TR
GOLD SHS
78463V107
303
1828
SH
SOLE
0
0
1828
SPDR S&P 500 ETF TR
TR UNIT
78462F103
18
43
SH
SOLE
0
0
43
SPIRIT OF TEX BANCSHARES INC
COM
84861D103
95
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
30
265
SH
SOLE
0
0
265
STRYKER CORPORATION
COM
863667101
149
575
SH
SOLE
0
0
575
TESLA INC
COM
88160R101
3460
5090
SH
SOLE
0
0
5090
TILRAY INC
COM CL 2
88688T100
8
460
SH
SOLE
0
0
460
TOLL BROTHERS INC
COM
889478103
14
250
SH
SOLE
0
0
250
TRUIST FINL CORP
COM
89832Q109
4
75
SH
SOLE
0
0
75
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
1
333
SH
SOLE
0
0
333
TWITTER INC
COM
90184L102
31
457
SH
SOLE
0
0
457
UBER TECHNOLOGIES INC
COM
90353T100
20
400
SH
SOLE
0
0
400
UNITY SOFTWARE INC
COM
91332U101
9569
87123
SH
SOLE
0
0
87123
US FOODS HLDG CORP
COM
912008109
19
500
SH
SOLE
0
0
500
VANGUARD BD INDEX FDS
LONG TERM BOND
921937793
5
46
SH
SOLE
0
0
46
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
89
1082
SH
SOLE
0
0
1082
VANGUARD BD INDEX FDS
VANGUARD ULTRA
92203C303
861
17188
SH
SOLE
0
0
17188
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
80
203
SH
SOLE
0
0
203
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
56
400
SH
SOLE
0
0
400
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
324
3186
SH
SOLE
0
0
3186
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
3
15
SH
SOLE
0
0
15
VANGUARD INDEX FDS
MID CAP ETF
922908629
1520
6405
SH
SOLE
0
0
6405
VANGUARD INDEX FDS
SMALL CP ETF
922908751
79
350
SH
SOLE
0
0
350
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
104
466
SH
SOLE
0
0
466
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
89
1530
SH
SOLE
0
0
1530
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
41
753
SH
SOLE
0
0
753
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
2
36
SH
SOLE
0
0
36
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
10
107
SH
SOLE
0
0
107
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
10
195
SH
SOLE
0
0
195
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
2408
22982
SH
SOLE
0
0
22982
VERIZON COMMUNICATIONS INC
COM
92343V104
10
175
SH
SOLE
0
0
175
VIATRIS INC
COM
92556V106
0
24
SH
SOLE
0
0
24
VIR BIOTECHNOLOGY INC
COM
92764N102
201
4261
SH
SOLE
0
0
4261
WALMART INC
COM
931142103
9
62
SH
SOLE
0
0
62
WINGSTOP INC
COM
974155103
32
200
SH
SOLE
0
0
200
WISDOMTREE TR
US EFFICIENT COR
97717Y790
4
100
SH
SOLE
0
0
100
WYNN RESORTS LTD
COM
983134107
6
50
SH
SOLE
0
0
50
YUM BRANDS INC
COM
988498101
14
125
SH
SOLE
0
0
125
YUM CHINA HLDGS INC
COM
98850P109
13
200
SH
SOLE
0
0
200
ZYNGA INC
CL A
98986T108
27
2500
SH
SOLE
0
0
2500