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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
+0.61%
1 Year Est. Return
+22.57%
3 Year Est. Return
+226.42%
5 Year Est. Return
+128.74%
10 Year Est. Return
–
AUM
$458M
AUM Growth
-$36M
Cap. Flow
-$37M
Cap. Flow %
-8.07%
Top 10 Hldgs %
74.67%
Holding
95
New
13
Increased
38
Reduced
17
Closed
5

Top Buys

Rank Stock Value
1
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$3.03M
2
IBMS
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
+$2.99M
3
COP icon
ConocoPhillips
COP
+$2.66M
4
BND icon
Vanguard Total Bond Market
BND
+$2.47M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$2.2M

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$52.6M
2
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$3.03M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.71M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$1.65M
5
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$854K

Sector Composition

Rank Sector Weight
1 Technology 37.04%
2 Energy 1.7%
3 Communication Services 0.98%
4 Financials 0.82%
5 Consumer Staples 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEU icon
26
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$2.61M 0.57%
35,429
+261
+0.7% +$19K
VTV icon
27
Vanguard Morningstar Value ETF
VTV
$188B
$2.59M 0.57%
13,557
-229
-2% -$43.1K
AVLV icon
28
Avantis US Large Cap Value ETF
AVLV
$18B
$2.33M 0.51%
30,795
+2
+0% +$147
BRK.A icon
29
Berkshire Hathaway Class A
BRK.A
$1.1T
$2.26M 0.49%
3
– –
VB icon
30
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$2.19M 0.48%
8,500
– –
EEMS icon
31
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$349M
$2.19M 0.48%
32,466
-1,903
-6% -$129K
VUG icon
32
Vanguard Morningstar Growth ETF
VUG
$220B
$2.1M 0.46%
25,788
-630
-2% -$51.1K
AAPL icon
33
Apple
AAPL
$4.54T
$2M 0.44%
7,357
+2,000
+37% +$537K
AVUV icon
34
Avantis US Small Cap Value ETF
AVUV
$30.3B
$1.93M 0.42%
18,907
-2,064
-10% -$207K
DFAI
35
Dimensional International Core Equity Market ETF
DFAI
$17.4B
$1.92M 0.42%
50,390
+2,257
+5% +$83.6K
AVIV icon
36
Avantis International Large Cap Value ETF
AVIV
$2B
$1.88M 0.41%
26,352
-163
-0.6% -$11.3K
DFAX icon
37
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.9B
$1.59M 0.35%
48,594
+16
+0% +$510
MMIT icon
38
IQ MacKay Municipal Intermediate ETF
MMIT
$1.45B
$1.53M 0.33%
62,791
-67,754
-52% -$1.65M
VYM icon
39
Vanguard High Dividend Yield ETF
VYM
$80.9B
$1.49M 0.33%
10,407
– –
IBDR icon
40
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.44B
$1.43M 0.31%
59,000
– –
AVES icon
41
Avantis Emerging Markets Value ETF
AVES
$1.41B
$1.41M 0.31%
24,200
-637
-3% -$36.9K
DFAE icon
42
Dimensional Emerging Core Equity Market ETF
DFAE
$9.29B
$1.2M 0.26%
36,784
+26
+0.1% +$837
DFGR icon
43
Dimensional Global Real Estate ETF
DFGR
$3.85B
$1.18M 0.26%
44,672
-28,018
-39% -$756K
IBDT icon
44
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
$1.02M 0.22%
+40,000
New +$1.02M
VBR icon
45
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.1B
$983K 0.21%
4,643
+22
+0.5% +$4.61K
KO icon
46
Coca-Cola
KO
$377B
$961K 0.21%
13,741
+96
+0.7% +$6.69K
SPY icon
47
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$919K 0.2%
1,348
+855
+173% +$578K
CGNG
48
Capital Group New Geography Equity ETF
CGNG
$2.68B
$899K 0.2%
28,143
+7,065
+34% +$223K
MSFT icon
49
Microsoft
MSFT
$3.45T
$879K 0.19%
1,818
+200
+12% +$100K
IBDS icon
50
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.84B
$850K 0.19%
35,000
– –
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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Cypress Point Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Cypress Point Wealth Management held 95 positions worth $458M, down 7.3% from $494M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Cypress Point Wealth Management withdrew a net $37M in Q4 2025, closing 5 positions and reducing 17 holdings. Its most notable exit was iShares iBonds Dec 2025 Term Muni Bond ETF, an estimated $3.03M position sold in full.

By sector, the portfolio is most concentrated in Technology at 37% of assets, down from 46% a quarter earlier, followed by Energy and Communication Services.

Against the trend, Cypress Point Wealth Management opened a new position in iShares iBonds Dec 2030 Term Muni Bond ETF worth $3M.

  • Cypress Point Wealth Management's largest Q4 2025 buy was iShares iBonds Dec 2030 Term Muni Bond ETF: 115,000 shares worth $3M.
  • Cypress Point Wealth Management added most to Avantis US Large Cap Equity ETF in Q4 2025, an estimated $3.03M increase.
  • Cypress Point Wealth Management's biggest Q4 2025 reduction was Palantir, cutting an estimated $52.6M.
  • Cypress Point Wealth Management fully exited iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2025, selling an estimated $3.03M.
  • Cypress Point Wealth Management's ten largest holdings make up 75% of its $458M portfolio in Q4 2025.
  • Cypress Point Wealth Management opened 13 new positions and closed 5 in Q4 2025.
  • Cypress Point Wealth Management's portfolio value fell 7.3% quarter-over-quarter to $458M.

Based on Cypress Point Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.