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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
+2.67%
1 Year Est. Return
+22.57%
3 Year Est. Return
+226.42%
5 Year Est. Return
+128.74%
10 Year Est. Return
–
AUM
$315M
AUM Growth
-$5.85M
Cap. Flow
-$15.3M
Cap. Flow %
-4.86%
Top 10 Hldgs %
72.79%
Holding
71
New
2
Increased
21
Reduced
25
Closed
3

Top Buys

Rank Stock Value
1
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$8.96M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.64M
3
DFUS
Dimensional US Equity ETF
DFUS
+$3.25M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.19M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$662K

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$24.1M
2
TSLA icon
Tesla
TSLA
+$6.2M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.91M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$611K
5
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$590K

Sector Composition

Rank Sector Weight
1 Technology 33.98%
2 Energy 1.88%
3 Communication Services 1.01%
4 Financials 0.85%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVSC icon
26
Avantis US Small Cap Equity ETF
AVSC
$3.09B
$2.37M 0.75%
48,891
+3,031
+7% +$160K
VXUS icon
27
Vanguard Total International Stock ETF
VXUS
$156B
$2.23M 0.71%
35,891
+4,985
+16% +$308K
AVLV icon
28
Avantis US Large Cap Value ETF
AVLV
$18B
$2.05M 0.65%
31,481
+2
+0% +$136
EEMS icon
29
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$355M
$1.92M 0.61%
34,463
-4,923
-12% -$280K
BND icon
30
Vanguard Total Bond Market
BND
$157B
$1.66M 0.53%
22,535
+890
+4% +$64.6K
AAPL icon
31
Apple
AAPL
$4.45T
$1.62M 0.51%
7,293
-40
-0.5% -$9.27K
VTV icon
32
Vanguard Morningstar Value ETF
VTV
$189B
$1.6M 0.51%
9,270
– –
DFAI
33
Dimensional International Core Equity Market ETF
DFAI
$17.5B
$1.57M 0.5%
50,291
-19,122
-28% -$590K
AVIV icon
34
Avantis International Large Cap Value ETF
AVIV
$2.01B
$1.51M 0.48%
26,668
-578
-2% -$32K
IBDR icon
35
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.39B
$1.43M 0.45%
59,000
– –
VYM icon
36
Vanguard High Dividend Yield ETF
VYM
$81.3B
$1.34M 0.43%
10,407
-375
-3% -$49.1K
AVES icon
37
Avantis Emerging Markets Value ETF
AVES
$1.43B
$1.3M 0.41%
27,670
-1,306
-5% -$61.2K
DFAX icon
38
Dimensional World ex US Core Equity 2 ETF
DFAX
$12B
$1.22M 0.39%
46,472
-23,550
-34% -$611K
DFAT icon
39
Dimensional US Targeted Value ETF
DFAT
$14.7B
$1.03M 0.33%
19,941
-4,424
-18% -$243K
DFAE icon
40
Dimensional Emerging Core Equity Market ETF
DFAE
$9.38B
$1.02M 0.32%
39,398
+8
+0% +$208
KO icon
41
Coca-Cola
KO
$374B
$968K 0.31%
13,511
– –
VEU icon
42
Vanguard FTSE All-World ex-US ETF
VEU
$66.9B
$916K 0.29%
15,097
+49
+0.3% +$2.95K
VUG icon
43
Vanguard Morningstar Growth ETF
VUG
$225B
$865K 0.27%
13,998
– –
BLND icon
44
Blend Labs
BLND
$467M
$759K 0.24%
226,447
– –
IBDQ
45
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$755K 0.24%
30,000
– –
VO icon
46
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$711K 0.23%
11,000
-3,200
-23% -$215K
IEFA icon
47
iShares Core MSCI EAFE ETF
IEFA
$191B
$599K 0.19%
7,914
– –
DFSV
48
Dimensional US Small Cap Value ETF
DFSV
$8.3B
$588K 0.19%
20,878
– –
MSFT icon
49
Microsoft
MSFT
$3.62T
$579K 0.18%
1,543
– –
VUSB icon
50
Vanguard Ultra-Short Bond ETF
VUSB
$8.92B
$524K 0.17%
10,514
-2,712
-21% -$135K
1
2
3

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CWM
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NYLIC
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FSA
Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
LBW
Landesbank Baden-Wuerttemberg Stuttgart Baden-Wuerttemberg, Germany $490M AUM
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return
LI
Lafayette Investments Ashton, Maryland $494M AUM 11.42% 1-Year Est. Return

Cypress Point Wealth Management's Q1 2025 Portfolio in Review

As of Q1 2025, Cypress Point Wealth Management held 71 positions worth $315M, down 1.8% from $321M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Cypress Point Wealth Management withdrew a net $15.3M in Q1 2025, closing 3 positions and reducing 25 holdings. Its most notable exit was Tesla, an estimated $6.2M position sold in full.

By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 37% a quarter earlier, followed by Energy and Communication Services.

Against the trend, Cypress Point Wealth Management opened a new position in Berkshire Hathaway Class A worth $2.4M.

  • Cypress Point Wealth Management's largest Q1 2025 buy was Berkshire Hathaway Class A: 3 shares worth $2.4M.
  • Cypress Point Wealth Management added most to Avantis US Large Cap Equity ETF in Q1 2025, an estimated $8.96M increase.
  • Cypress Point Wealth Management's biggest Q1 2025 reduction was Palantir, cutting an estimated $24.1M.
  • Cypress Point Wealth Management fully exited Tesla in Q1 2025, selling an estimated $6.2M.
  • Cypress Point Wealth Management's ten largest holdings make up 73% of its $315M portfolio in Q1 2025.
  • Cypress Point Wealth Management opened 2 new positions and closed 3 in Q1 2025.
  • Cypress Point Wealth Management's portfolio value fell 1.8% quarter-over-quarter to $315M.

Based on Cypress Point Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.