0001825611-22-000005.txt : 20221101 0001825611-22-000005.hdr.sgml : 20221101 20221031173457 ACCESSION NUMBER: 0001825611-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221101 DATE AS OF CHANGE: 20221031 EFFECTIVENESS DATE: 20221101 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: 221347384 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 09-30-2022 09-30-2022 false 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 /s/ Scott Boyd Dallas TX 10-31-2022 0 25 53825 INFORMATION TABLE 2 infotable.xml AEVA TECHNOLOGIES INC COM 00835Q103 19 10364 SH SOLE 0 0 10364 AFFIRM HLDGS INC COM CL A 00827B106 1713 91318 SH SOLE 0 0 91318 AIRBNB INC COM CL A 009066101 2075 19756 SH SOLE 0 0 19756 BLEND LABS INC CL A 09352U108 1374 621522 SH SOLE 0 0 621522 COCA COLA CO COM 191216100 679 12125 SH SOLE 0 0 12125 CONTEXTLOGIC INC COM CL A 21077C107 32 44192 SH SOLE 0 0 44192 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 4156 186892 SH SOLE 0 0 186892 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 985 25265 SH SOLE 0 0 25265 ISHARES INC EM MKT SM-CP ETF 464286475 959 21150 SH SOLE 0 0 21150 LUCIRA HEALTH INC COM 54948U105 41 39000 SH SOLE 0 0 39000 MATTERPORT INC COM CL A 577096100 1415 373413 SH SOLE 0 0 373413 META PLATFORMS INC CL A 30303M102 521 3837 SH SOLE 0 0 3837 NU HLDGS LTD ORD SHS CL A G6683N103 623 141534 SH SOLE 0 0 141534 OPEN LENDING CORP COM CL A 68373J104 860 107000 SH SOLE 0 0 107000 PALANTIR TECHNOLOGIES INC CL A 69608A108 18235 2242935 SH SOLE 0 0 2242935 RECURSION PHARMACEUTICALS IN CL A 75629V104 108 10156 SH SOLE 0 0 10156 ROBINHOOD MKTS INC COM CL A 770700102 1318 130524 SH SOLE 0 0 130524 SCHWAB STRATEGIC TR US REIT ETF 808524847 3277 175347 SH SOLE 0 0 175347 TESLA INC COM 88160R101 3911 14745 SH SOLE 0 0 14745 TOAST INC CL A 888787108 257 15346 SH SOLE 0 0 15346 UNITY SOFTWARE INC COM 91332U101 1692 53123 SH SOLE 0 0 53123 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 2176 44444 SH SOLE 0 0 44444 VANGUARD INDEX FDS MID CAP ETF 922908629 1032 5489 SH SOLE 0 0 5489 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 4186 72437 SH SOLE 0 0 72437 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2181 22982 SH SOLE 0 0 22982