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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
SPY icon
51
State Street SPDR S&P 500 ETF Trust
SPY
$825B
$1.14M 0.23%
1,531
-285
-16% -$207K
MMIT icon
52
NYLIM MacKay Muni Intermediate ETF
MMIT
$1.45B
$1.14M 0.23%
46,732
-215
-0.5% -$5.22K
AMD icon
53
Advanced Micro Devices
AMD
$760B
$1.14M 0.23%
1,956
-133
-6% -$54.5K
VPLS
54
Vanguard Core Plus Bond ETF
VPLS
$1.77B
$1.09M 0.22%
+14,049
New +$1.09M
BAC icon
55
Bank of America
BAC
$436B
$1.04M 0.21%
18,292
+5,942
+48% +$316K
DFGR icon
56
Dimensional Global Real Estate ETF
DFGR
$3.81B
$986K 0.2%
34,028
-1,706
-5% -$48.9K
COP icon
57
ConocoPhillips
COP
$157B
$982K 0.2%
+9,449
New +$1.12M
VUSB icon
58
Vanguard Ultra-Short Bond ETF
VUSB
$9.34B
$967K 0.2%
19,422
+674
+4% +$33.5K
TSLA icon
59
Tesla
TSLA
$1.38T
$956K 0.19%
2,272
+207
+10% +$82.3K
GOOG icon
60
Alphabet (Google) Class C
GOOG
$4.19T
$896K 0.18%
2,535
+182
+8% +$65K
DFMC
61
U.S. Micro Cap Portfolio ETF
DFMC
$175M
$843K 0.17%
13,803
+8,003
+138% +$450K
VTEB icon
62
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$823K 0.17%
16,272
– –
V icon
63
Visa
V
$712B
$774K 0.16%
2,257
+976
+76% +$313K
LLY icon
64
Eli Lilly
LLY
$1.05T
$764K 0.16%
637
+259
+69% +$265K
IVV icon
65
iShares Core S&P 500 ETF
IVV
$898B
$726K 0.15%
970
+6
+0.6% +$4.37K
LRCX icon
66
Lam Research
LRCX
$378B
$707K 0.14%
+1,632
New +$495K
VOYG
67
Voyager Technologies
VOYG
$2.09B
$702K 0.14%
+21,774
New +$754K
C icon
68
Citigroup
C
$223B
$627K 0.13%
4,478
+1,851
+70% +$241K
ARTY
69
iShares Future AI & Tech ETF
ARTY
$3.96B
$588K 0.12%
7,726
+4
+0.1% +$265
CSCO icon
70
Cisco
CSCO
$433B
$586K 0.12%
4,988
+299
+6% +$31.3K
CRWD icon
71
CrowdStrike
CRWD
$224B
$578K 0.12%
3,032
-404
-12% -$57.4K
VBR icon
72
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.6B
$578K 0.12%
2,379
-2,278
-49% -$530K
WCLD
73
WisdomTree Cloud Computing Fund
WCLD
$355M
$565K 0.12%
17,633
– –
CAT icon
74
Caterpillar
CAT
$368B
$556K 0.11%
+522
New +$459K
DFSV
75
Dimensional US Small Cap Value ETF
DFSV
$8.34B
$549K 0.11%
14,153
– –
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.