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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
IBMR icon
26
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$479M
$3.04M 0.62%
+119,718
New +$3.04M
IBMS
27
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$333M
$2.98M 0.61%
115,000
– –
AVLV icon
28
Avantis US Large Cap Value ETF
AVLV
$19B
$2.81M 0.57%
30,797
+1
+0% +$88
MSFT icon
29
Microsoft
MSFT
$3.81T
$2.8M 0.57%
7,493
+898
+14% +$363K
META icon
30
Meta Platforms (Facebook)
META
$1.47T
$2.78M 0.56%
4,930
-123
-2% -$75.2K
AMZN icon
31
Amazon
AMZN
$2.87T
$2.71M 0.55%
11,382
+2,536
+29% +$637K
VB icon
32
Vanguard Morningstar Small-Cap ETF
VB
$81.3B
$2.58M 0.52%
8,500
– –
DE icon
33
Deere & Co
DE
$170B
$2.39M 0.49%
+3,761
New +$2.18M
AVUV icon
34
Avantis US Small Cap Value ETF
AVUV
$31.3B
$2.26M 0.46%
18,109
-562
-3% -$67K
BRK.A icon
35
Berkshire Hathaway Class A
BRK.A
$1.08T
$2.25M 0.46%
3
– –
VUG icon
36
Vanguard Morningstar Growth ETF
VUG
$228B
$2.22M 0.45%
25,817
+17
+0.1% +$1.43K
DFAI
37
Dimensional International Core Equity Market ETF
DFAI
$18.2B
$2.2M 0.45%
53,265
-952
-2% -$39.2K
CGNG
38
Capital Group New Geography Equity ETF
CGNG
$2.94B
$2.17M 0.44%
57,930
+6,549
+13% +$232K
EEMS icon
39
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$383M
$2.03M 0.41%
26,698
-3,215
-11% -$244K
AVIV icon
40
Avantis International Large Cap Value ETF
AVIV
$2.11B
$1.94M 0.4%
25,115
-1,175
-4% -$91.9K
MU icon
41
Micron Technology
MU
$1.05T
$1.81M 0.37%
1,566
+881
+129% +$661K
DFAX icon
42
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.6B
$1.79M 0.36%
48,622
+24
+0% +$882
AVGO icon
43
Broadcom
AVGO
$1.75T
$1.75M 0.36%
4,622
+1,512
+49% +$606K
AMAT icon
44
Applied Materials
AMAT
$366B
$1.73M 0.35%
2,397
+1,765
+279% +$814K
VEU icon
45
Vanguard FTSE All-World ex-US ETF
VEU
$70.4B
$1.72M 0.35%
20,478
-14,974
-42% -$1.22M
VYM icon
46
Vanguard High Dividend Yield ETF
VYM
$82.8B
$1.68M 0.34%
10,600
– –
AVES icon
47
Avantis Emerging Markets Value ETF
AVES
$1.54B
$1.55M 0.32%
23,655
+5
+0% +$328
DFAE icon
48
Dimensional Emerging Core Equity Market ETF
DFAE
$10B
$1.48M 0.3%
36,812
+22
+0.1% +$851
KO icon
49
Coca-Cola
KO
$386B
$1.32M 0.27%
16,286
+1,219
+8% +$96.3K
AVEE icon
50
Avantis Emerging Markets Small Cap Equity ETF
AVEE
$126M
$1.29M 0.26%
18,648
+1,251
+7% +$87.2K
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.