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CPWM

Cypress Point Wealth Management Portfolio holdings

AUM $492M
1-Year Est. Return 22.57%
This Fund
S&P 500
This Quarter Est. Return
+8.38%
1 Year Est. Return
+22.57%
3 Year Est. Return
+226.42%
5 Year Est. Return
+128.74%
10 Year Est. Return
–
AUM
$492M
AUM Growth
+$27.3M
Cap. Flow
+$11.8M
Cap. Flow %
2.4%
Top 10 Hldgs %
65.88%
Holding
165
New
42
Increased
53
Reduced
35
Closed
23

Top Buys

Rank Stock Value
1
VTV icon
Vanguard Morningstar Value ETF
VTV
+$4.11M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$3.69M
3
IBMR icon
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
+$3.04M
4
DE icon
Deere & Co
DE
+$2.18M
5
KLAC icon
KLA
KLAC
+$2.08M

Top Sells

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$5.18M
2
BND icon
Vanguard Total Bond Market
BND
+$4.19M
3
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$3.03M
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.6M
5
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$1.25M

Sector Composition

Rank Sector Weight
1 Miscellaneous 64.81%
2 Technology 28.09%
3 Communication Services 1.64%
4 Financials 1.56%
5 Industrials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
1
Palantir
PLTR
$448B
$108M 21.98%
926,151
-1,522
-0.2% -$208K
DFAC icon
2
Dimensional US Core Equity 2 ETF
DFAC
$49.3B
$63.1M 12.84%
1,423,391
+45,431
+3% +$1.94M
AVLC icon
3
Avantis US Large Cap Equity ETF
AVLC
$1.46B
$43.4M 8.84%
482,866
-14,506
-3% -$1.25M
DFUS
4
Dimensional US Equity ETF
DFUS
$21.6B
$23.9M 4.87%
292,275
+18,054
+7% +$1.43M
DFIC icon
5
Dimensional International Core Equity 2 ETF
DFIC
$15.4B
$21.1M 4.29%
566,203
+16,279
+3% +$611K
DCOR icon
6
Dimensional US Core Equity 1 ETF
DCOR
$3.5B
$20.5M 4.17%
249,842
-3,714
-1% -$295K
VTI icon
7
Vanguard Morningstar Total Stock Market ETF
VTI
$687B
$11.6M 2.36%
31,303
-4,486
-13% -$1.6M
VOO icon
8
Vanguard S&P 500 ETF
VOO
$1.03T
$11.3M 2.31%
16,516
-1,543
-9% -$1.03M
VTV icon
9
Vanguard Morningstar Value ETF
VTV
$192B
$11.1M 2.26%
50,921
+19,674
+63% +$4.11M
VNQI icon
10
Vanguard Global ex-US Real Estate ETF
VNQI
$3.49B
$9.7M 1.97%
216,172
+11,444
+6% +$527K
AVEM icon
11
Avantis Emerging Markets Equity ETF
AVEM
$28B
$9.05M 1.84%
93,841
-2,671
-3% -$246K
AAPL icon
12
Apple
AAPL
$4.67T
$7.73M 1.57%
26,698
+817
+3% +$234K
DFAU icon
13
Dimensional US Core Equity Market ETF
DFAU
$12.8B
$6.3M 1.28%
121,818
-565
-0.5% -$28.3K
AVUS icon
14
Avantis US Equity ETF
AVUS
$14.5B
$6.16M 1.25%
48,096
-664
-1% -$81.8K
SCHH icon
15
Schwab US REIT ETF
SCHH
$11.3B
$5.69M 1.16%
240,432
+8,568
+4% +$200K
AVDV icon
16
Avantis International Small Cap Value ETF
AVDV
$20.3B
$5.14M 1.05%
49,915
-947
-2% -$101K
AVDE icon
17
Avantis International Equity ETF
AVDE
$19B
$4.22M 0.86%
47,323
-2,107
-4% -$189K
AVSC icon
18
Avantis US Small Cap Equity ETF
AVSC
$3.17B
$4.19M 0.85%
57,065
+854
+2% +$58.3K
NVDA icon
19
NVIDIA
NVDA
$5.25T
$4.03M 0.82%
20,136
+3,671
+22% +$755K
KLAC icon
20
KLA
KLAC
$229B
$3.91M 0.8%
12,974
+10,454
+415% +$2.08M
VXUS icon
21
Vanguard Total International Stock ETF
VXUS
$163B
$3.81M 0.78%
44,625
+299
+0.7% +$25K
VCRB icon
22
Vanguard Core Bond ETF
VCRB
$7.51B
$3.69M 0.75%
+47,752
New +$3.69M
SCHB icon
23
Schwab US Broad Market ETF
SCHB
$44.7B
$3.43M 0.7%
118,389
-13,816
-10% -$387K
GOOGL icon
24
Alphabet (Google) Class A
GOOGL
$4.24T
$3.16M 0.64%
8,848
+136
+2% +$49K
IBMQ icon
25
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$666M
$3.06M 0.62%
119,536
– –
1
2 3 4 5

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Cypress Point Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Cypress Point Wealth Management held 165 positions worth $492M, up 5.9% from $464M the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Cypress Point Wealth Management's Q2 2026 filing shows 42 new, 53 increased, 35 reduced and 23 closed positions. Its largest new stake was Vanguard Core Bond ETF: 47,752 shares worth $3.69M. The largest sale was ExxonMobil, an estimated $5.18M.

By sector, the portfolio is most concentrated in Miscellaneous at 65% of assets, up from 61% a quarter earlier, followed by Technology and Communication Services.

  • Cypress Point Wealth Management's largest Q2 2026 buy was Vanguard Core Bond ETF: 47,752 shares worth $3.69M.
  • Cypress Point Wealth Management added most to Vanguard Morningstar Value ETF in Q2 2026, an estimated $4.11M increase.
  • Cypress Point Wealth Management's biggest Q2 2026 reduction was Vanguard Total Bond Market, cutting an estimated $4.19M.
  • Cypress Point Wealth Management fully exited ExxonMobil in Q2 2026, selling an estimated $5.18M.
  • Cypress Point Wealth Management's ten largest holdings make up 66% of its $492M portfolio in Q2 2026.
  • Cypress Point Wealth Management opened 42 new positions and closed 23 in Q2 2026.
  • Cypress Point Wealth Management's portfolio value rose 5.9% quarter-over-quarter to $492M.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.