CPWM
Cypress Point Wealth Management Portfolio holdings
AUM
$492M
Turnover
39.39%
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
(+5.9%)
Cap. Flow
+$11.8M
Cap. Flow
% of AUM
2.4%
Top 10 Holdings %
Top 10 Hldgs %
65.88%
Holding
165
New
42
Increased
53
Reduced
35
Closed
23
Avg Time Held
1.4
years
Top 10 Avg Time Held
2.3
years
Top 20 Avg Time Held
2
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Value ETF
VTV
|
+$4.11M |
| 2 |
Vanguard Core Bond ETF
VCRB
|
+$3.69M |
| 3 |
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
|
+$3.04M |
| 4 |
Deere & Co
DE
|
+$2.18M |
| 5 |
KLA
KLAC
|
+$2.08M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$5.18M |
| 2 |
Vanguard Total Bond Market
BND
|
+$4.19M |
| 3 |
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
|
+$3.03M |
| 4 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$1.6M |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
51
State Street SPDR S&P 500 ETF Trust
SPY
$813B
| $1.14M | 0.23% |
1,531
-285
| -16% | -$207K |
2025 Q1
5 quarters
|
|
52
NYLIM MacKay Muni Intermediate ETF
MMIT
$1.48B
| $1.14M | 0.23% |
46,732
-215
| -0.5% | -$5.22K |
2022 Q4
14 quarters
|
|
53
Advanced Micro Devices
AMD
$932B
| $1.14M | 0.23% |
1,956
-133
| -6% | -$54.5K |
2026 Q1
1 quarter
|
|
54
Vanguard Core Plus Bond ETF
VPLS
$2B
| $1.09M | 0.22% |
+14,049
| New | +$1.09M |
2026 Q2
0 quarters
|
|
55
Bank of America
BAC
$359B
| $1.04M | 0.21% |
18,292
+5,942
| +48% | +$316K |
2025 Q2
4 quarters
|
|
56
Dimensional Global Real Estate ETF
DFGR
$3.7B
| $986K | 0.2% |
34,028
-1,706
| -5% | -$48.9K |
2023 Q2
12 quarters
|
|
57
ConocoPhillips
COP
$171B
| $982K | 0.2% |
+9,449
| New | +$1.12M |
2026 Q2
0 quarters
|
|
58
Vanguard Ultra-Short Bond ETF
VUSB
$9.9B
| $967K | 0.2% |
19,422
+674
| +4% | +$33.5K |
2021 Q2
20 quarters
|
|
59
Tesla
TSLA
$1.45T
| $956K | 0.19% |
2,272
+207
| +10% | +$82.3K |
2025 Q2
4 quarters
|
|
60
Alphabet (Google) Class C
GOOG
$4.2T
| $896K | 0.18% |
2,535
+182
| +8% | +$65K |
2026 Q1
1 quarter
|
|
61
U.S. Micro Cap Portfolio ETF
DFMC
$165M
| $843K | 0.17% |
13,803
+8,003
| +138% | +$450K |
2026 Q1
1 quarter
|
|
62
Vanguard Tax-Exempt Bond Index Fund
VTEB
$50B
| $823K | 0.17% |
16,272
| – | – |
2025 Q2
4 quarters
|
|
63
Visa
V
$735B
| $774K | 0.16% |
2,257
+976
| +76% | +$313K |
2026 Q1
1 quarter
|
|
64
Eli Lilly
LLY
$1.08T
| $764K | 0.16% |
637
+259
| +69% | +$265K |
2026 Q1
1 quarter
|
|
65
iShares Core S&P 500 ETF
IVV
$887B
| $726K | 0.15% |
970
+6
| +0.6% | +$4.37K |
2024 Q1
9 quarters
|
|
66
Lam Research
LRCX
$359B
| $707K | 0.14% |
+1,632
| New | +$495K |
2026 Q2
0 quarters
|
|
67
Voyager Technologies
VOYG
$1.58B
| $702K | 0.14% |
+21,774
| New | +$754K |
2026 Q2
0 quarters
|
|
68
Citigroup
C
$205B
| $627K | 0.13% |
4,478
+1,851
| +70% | +$241K |
2026 Q1
1 quarter
|
|
69
iShares Future AI & Tech ETF
ARTY
$3.96B
| $588K | 0.12% |
7,726
+4
| +0.1% | +$265 |
2025 Q3
3 quarters
|
|
70
Cisco
CSCO
$448B
| $586K | 0.12% |
4,988
+299
| +6% | +$31.3K |
2026 Q1
1 quarter
|
|
71
CrowdStrike
CRWD
$255B
| $578K | 0.12% |
3,032
-404
| -12% | -$57.4K |
2025 Q2
4 quarters
|
|
72
Vanguard Morningstar Small-Cap Value ETF
VBR
$35.5B
| $578K | 0.12% |
2,379
-2,278
| -49% | -$530K |
2024 Q1
9 quarters
|
|
73
WisdomTree Cloud Computing Fund
WCLD
$294M
| $565K | 0.12% |
17,633
| – | – |
2024 Q1
9 quarters
|
|
74
Caterpillar
CAT
$344B
| $556K | 0.11% |
+522
| New | +$459K |
2026 Q2
0 quarters
|
|
75
U.S. Small Cap Value Portfolio ETF Class Shares
DFSV
$8.02B
| $549K | 0.11% |
14,153
| – | – |
2023 Q4
10 quarters
|
|
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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.