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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
+18.92%
1 Year Est. Return
+22.57%
3 Year Est. Return
+226.42%
5 Year Est. Return
+128.74%
10 Year Est. Return
–
AUM
$494M
AUM Growth
+$83.4M
Cap. Flow
+$10.4M
Cap. Flow %
2.1%
Top 10 Hldgs %
78.4%
Holding
87
New
8
Increased
26
Reduced
28
Closed
5

Top Buys

Rank Stock Value
1
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$3.5M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.25M
3
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$3.06M
4
DFUS
Dimensional US Equity ETF
DFUS
+$1.9M
5
BND icon
Vanguard Total Bond Market
BND
+$1.12M

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$2.72M
2
META icon
Meta Platforms (Facebook)
META
+$1.6M
3
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$1.09M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$997K
5
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$503K

Sector Composition

Rank Sector Weight
1 Technology 45.62%
2 Energy 0.95%
3 Communication Services 0.84%
4 Financials 0.73%
5 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTV icon
26
Vanguard Morningstar Value ETF
VTV
$188B
$2.57M 0.52%
13,786
+4,516
+49% +$818K
VEU icon
27
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$2.51M 0.51%
35,168
+15,229
+76% +$1.05M
EEMS icon
28
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$349M
$2.33M 0.47%
34,369
-110
-0.3% -$7.28K
BRK.A icon
29
Berkshire Hathaway Class A
BRK.A
$1.1T
$2.26M 0.46%
3
– –
AVLV icon
30
Avantis US Large Cap Value ETF
AVLV
$18B
$2.23M 0.45%
30,793
-689
-2% -$48.7K
VB icon
31
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$2.16M 0.44%
8,500
– –
VUG icon
32
Vanguard Morningstar Growth ETF
VUG
$220B
$2.11M 0.43%
26,418
+12,420
+89% +$949K
AVUV icon
33
Avantis US Small Cap Value ETF
AVUV
$30.3B
$2.09M 0.42%
20,971
-10,308
-33% -$997K
DFGR icon
34
Dimensional Global Real Estate ETF
DFGR
$3.85B
$1.99M 0.4%
72,690
-40,146
-36% -$1.09M
AVIV icon
35
Avantis International Large Cap Value ETF
AVIV
$2B
$1.79M 0.36%
26,515
-90
-0.3% -$5.83K
DFAI
36
Dimensional International Core Equity Market ETF
DFAI
$17.4B
$1.75M 0.35%
48,133
+4
+0% +$141
DFAX icon
37
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.9B
$1.52M 0.31%
48,578
+13
+0% +$395
VYM icon
38
Vanguard High Dividend Yield ETF
VYM
$80.9B
$1.47M 0.3%
10,407
– –
IBDR icon
39
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.44B
$1.43M 0.29%
59,000
– –
AVES icon
40
Avantis Emerging Markets Value ETF
AVES
$1.41B
$1.42M 0.29%
24,837
-800
-3% -$44.5K
AAPL icon
41
Apple
AAPL
$4.54T
$1.36M 0.28%
5,357
-2,075
-28% -$469K
DFAE icon
42
Dimensional Emerging Core Equity Market ETF
DFAE
$9.29B
$1.16M 0.23%
36,758
-2,671
-7% -$80.5K
VBR icon
43
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.1B
$965K 0.2%
4,621
+2,313
+100% +$473K
KO icon
44
Coca-Cola
KO
$377B
$905K 0.18%
13,645
+67
+0.5% +$4.61K
IBDS icon
45
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.84B
$852K 0.17%
35,000
– –
MSFT icon
46
Microsoft
MSFT
$3.45T
$838K 0.17%
1,618
– –
VTEB icon
47
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$815K 0.16%
16,272
– –
BLND icon
48
Blend Labs
BLND
$431M
$798K 0.16%
218,727
-1,557
-0.7% -$5.59K
IBDQ
49
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$756K 0.15%
30,000
– –
IVV icon
50
iShares Core S&P 500 ETF
IVV
$878B
$678K 0.14%
1,013
-65
-6% -$41.9K
1
2
3 4

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NYLIC
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FSA
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MA
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IP
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LBW
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RF
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LI
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Cypress Point Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Cypress Point Wealth Management held 87 positions worth $494M, up 20% from $411M the previous quarter. Its ten largest holdings account for 78% of the portfolio.

Cypress Point Wealth Management's Q3 2025 filing shows 8 new, 26 increased, 28 reduced and 5 closed positions. Its largest new stake was abrdn Physical Gold Shares ETF: 10,318 shares worth $380K. The largest sale was Palantir, an estimated $2.72M.

By sector, the portfolio is most concentrated in Technology at 46% of assets, up from 42% a quarter earlier, followed by Energy and Communication Services.

  • Cypress Point Wealth Management's largest Q3 2025 buy was abrdn Physical Gold Shares ETF: 10,318 shares worth $380K.
  • Cypress Point Wealth Management added most to Avantis US Large Cap Equity ETF in Q3 2025, an estimated $3.5M increase.
  • Cypress Point Wealth Management's biggest Q3 2025 reduction was Palantir, cutting an estimated $2.72M.
  • Cypress Point Wealth Management fully exited Rocket Lab Corp in Q3 2025, selling an estimated $448K.
  • Cypress Point Wealth Management's ten largest holdings make up 78% of its $494M portfolio in Q3 2025.
  • Cypress Point Wealth Management opened 8 new positions and closed 5 in Q3 2025.
  • Cypress Point Wealth Management's portfolio value rose 20% quarter-over-quarter to $494M.

Based on Cypress Point Wealth Management's 13F filing for Q3 2025, filed 8 Oct 2025.