Cypress Point Wealth Management, LLC has submitted an amended 13F-HR filing, reflecting its investment portfolio as of September 30, 2026. The amendment indicates a total portfolio value of approximately $945.3 million, showcasing the firm’s ongoing commitment to transparency in its investment strategies.

This filing is significant as it provides insights into the firm’s holdings and investment decisions. The amendment, filed on November 3, 2026, serves to update previous disclosures and ensure compliance with SEC regulations.

Background

Cypress Point Wealth Management, LLC is a Texas-based investment management firm, incorporated in 2015. The firm specializes in managing assets for individual and institutional clients, focusing on a range of investment strategies. As per its recent filings, it has been actively reporting its holdings, with the latest submission being its 13F-HR/A on November 3, 2026. The firm has consistently filed 13F reports, indicating its engagement in the financial services sector.

What the Filing Says

The recent amendment to the 13F filing states, "This is an amendment to the previous filing to restate certain values." The filing lists a total of 170 entries, with a total value of $945,311,625. The firm has reported that it holds no other included managers, indicating that it manages its investments solely.

Impact

This filing may impact various stakeholders, including clients, competitors, and market analysts. Clients may gain insights into the firm’s investment strategies, while competitors could analyze these holdings to inform their own investment decisions. Additionally, the filing reflects broader trends in the financial services industry, where transparency and regulatory compliance are increasingly prioritized.

What's Next

The filing does not specify what happens next for Cypress Point Wealth Management. However, it is expected that the firm will continue to monitor its portfolio and make adjustments as necessary in response to market conditions.