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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
+30.58%
1 Year Est. Return
+22.57%
3 Year Est. Return
+226.42%
5 Year Est. Return
+128.74%
10 Year Est. Return
–
AUM
$411M
AUM Growth
+$95.5M
Cap. Flow
+$12.8M
Cap. Flow %
3.13%
Top 10 Hldgs %
76.07%
Holding
81
New
13
Increased
30
Reduced
19
Closed
2

Top Buys

Rank Stock Value
1
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$9.69M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.39M
3
VB icon
Vanguard Small-Cap ETF
VB
+$1.9M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.22M
5
META icon
Meta Platforms (Facebook)
META
+$1.11M

Top Sells

Rank Stock Value
1
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$5.69M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.7M
3
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.57M
4
XOM icon
ExxonMobil
XOM
+$871K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$499K

Sector Composition

Rank Sector Weight
1 Technology 41.82%
2 Communication Services 1.39%
3 Energy 1.09%
4 Financials 0.82%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EEMS icon
26
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$341M
$2.24M 0.54%
34,479
+16
+0% +$950
BRK.A icon
27
Berkshire Hathaway Class A
BRK.A
$1.1T
$2.19M 0.53%
3
– –
AVSC icon
28
Avantis US Small Cap Equity ETF
AVSC
$3.04B
$2.18M 0.53%
42,241
-6,650
-14% -$321K
AVLV icon
29
Avantis US Large Cap Value ETF
AVLV
$17.8B
$2.15M 0.52%
31,482
+1
+0% +$64
VB icon
30
Vanguard Small-Cap ETF
VB
$78.9B
$2.01M 0.49%
+8,500
New +$1.9M
BND icon
31
Vanguard Total Bond Market
BND
$158B
$1.74M 0.42%
23,636
+1,101
+5% +$80.1K
DFAI
32
Dimensional International Core Equity Market ETF
DFAI
$17.1B
$1.66M 0.41%
48,129
-2,162
-4% -$70.8K
AVIV icon
33
Avantis International Large Cap Value ETF
AVIV
$1.97B
$1.66M 0.4%
26,605
-63
-0.2% -$3.73K
VTV icon
34
Vanguard Value ETF
VTV
$188B
$1.64M 0.4%
9,270
– –
AAPL icon
35
Apple
AAPL
$4.97T
$1.52M 0.37%
7,432
+139
+2% +$28.1K
IBDR icon
36
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.44B
$1.43M 0.35%
59,000
– –
DFAX icon
37
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.6B
$1.43M 0.35%
48,565
+2,093
+5% +$57.6K
VYM icon
38
Vanguard High Dividend Yield ETF
VYM
$80.8B
$1.39M 0.34%
10,407
– –
AVES icon
39
Avantis Emerging Markets Value ETF
AVES
$1.38B
$1.37M 0.33%
25,637
-2,033
-7% -$101K
VEU icon
40
Vanguard FTSE All-World ex-US ETF
VEU
$64.8B
$1.34M 0.33%
19,939
+4,842
+32% +$307K
DFAE icon
41
Dimensional Emerging Core Equity Market ETF
DFAE
$8.91B
$1.14M 0.28%
39,429
+31
+0.1% +$832
VUG icon
42
Vanguard Growth ETF
VUG
$212B
$1.02M 0.25%
13,998
– –
KO icon
43
Coca-Cola
KO
$383B
$961K 0.23%
13,578
+67
+0.5% +$4.77K
IBDS icon
44
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.84B
$849K 0.21%
35,000
+20,000
+133% +$483K
MSFT icon
45
Microsoft
MSFT
$2.9T
$805K 0.2%
1,618
+75
+5% +$32.6K
VTEB icon
46
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$798K 0.19%
+16,272
New +$795K
VO icon
47
Vanguard Mid-Cap ETF
VO
$106B
$770K 0.19%
11,000
– –
IBDQ
48
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$755K 0.18%
30,000
– –
BLND icon
49
Blend Labs
BLND
$438M
$727K 0.18%
220,284
-6,163
-3% -$20.9K
IVV icon
50
iShares Core S&P 500 ETF
IVV
$858B
$669K 0.16%
1,078
+384
+55% +$220K
1
2
3 4

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NYLIC
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FSA
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BPIA
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MA
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IP
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LBW
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RF
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Cypress Point Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Cypress Point Wealth Management held 81 positions worth $411M, up 30% from $315M the previous quarter. Its ten largest holdings account for 76% of the portfolio.

Cypress Point Wealth Management deployed $12.8M of net new capital in Q2 2025, opening 13 new positions and adding to 30 existing holdings. Its largest new stake was Vanguard Small-Cap ETF: 8,500 shares worth $2.01M.

By sector, the portfolio is most concentrated in Technology at 42% of assets, up from 34% a quarter earlier, followed by Communication Services and Energy.

On the sell side, the largest reduction was Avantis US Large Cap Equity ETF, an estimated $5.69M trimmed.

  • Cypress Point Wealth Management's largest Q2 2025 buy was Vanguard Small-Cap ETF: 8,500 shares worth $2.01M.
  • Cypress Point Wealth Management added most to Dimensional US Core Equity 1 ETF in Q2 2025, an estimated $9.69M increase.
  • Cypress Point Wealth Management's biggest Q2 2025 reduction was Avantis US Large Cap Equity ETF, cutting an estimated $5.69M.
  • Cypress Point Wealth Management fully exited RUM Group Inc in Q2 2025, selling an estimated $129K.
  • Cypress Point Wealth Management's ten largest holdings make up 76% of its $411M portfolio in Q2 2025.
  • Cypress Point Wealth Management opened 13 new positions and closed 2 in Q2 2025.
  • Cypress Point Wealth Management's portfolio value rose 30% quarter-over-quarter to $411M.

Based on Cypress Point Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.