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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
+2.67%
1 Year Est. Return
+22.57%
3 Year Est. Return
+226.42%
5 Year Est. Return
+128.74%
10 Year Est. Return
–
AUM
$315M
AUM Growth
-$5.85M
Cap. Flow
-$15.3M
Cap. Flow %
-4.86%
Top 10 Hldgs %
72.79%
Holding
71
New
2
Increased
21
Reduced
25
Closed
3

Top Buys

Rank Stock Value
1
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$8.96M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.64M
3
DFUS
Dimensional US Equity ETF
DFUS
+$3.25M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.19M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$662K

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$24.1M
2
TSLA icon
Tesla
TSLA
+$6.2M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.91M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$611K
5
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$590K

Sector Composition

Rank Sector Weight
1 Technology 33.98%
2 Energy 1.88%
3 Communication Services 1.01%
4 Financials 0.85%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVEE icon
51
Avantis Emerging Markets Small Cap Equity ETF
AVEE
$120M
$511K 0.16%
9,726
+2,184
+29% +$116K
DUSB icon
52
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.23B
$435K 0.14%
8,579
+42
+0.5% +$2.13K
VBR icon
53
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.7B
$430K 0.14%
2,308
– –
CRM icon
54
Salesforce
CRM
$153B
$414K 0.13%
1,543
– –
IVV icon
55
iShares Core S&P 500 ETF
IVV
$891B
$390K 0.12%
694
– –
IBDS icon
56
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.84B
$363K 0.12%
15,000
– –
NFLX icon
57
Netflix
NFLX
$305B
$350K 0.11%
3,750
– –
GOOGL icon
58
Alphabet (Google) Class A
GOOGL
$4.59T
$322K 0.1%
2,080
-24
-1% -$4.35K
WCLD
59
WisdomTree Cloud Computing Fund
WCLD
$285M
$318K 0.1%
9,795
– –
AVRE icon
60
Avantis Real Estate ETF
AVRE
$871M
$313K 0.1%
7,284
+1,185
+19% +$50.8K
BIL icon
61
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
$296K 0.09%
3,224
+22
+0.7% +$2.02K
SPY icon
62
State Street SPDR S&P 500 ETF Trust
SPY
$812B
$272K 0.09%
+487
New +$286K
KKR icon
63
KKR & Co
KKR
$95.6B
$269K 0.09%
2,325
– –
EEMV icon
64
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.52B
$260K 0.08%
4,460
-428
-9% -$25K
AMZN icon
65
Amazon
AMZN
$2.99T
$247K 0.08%
1,299
-118
-8% -$25.6K
REET icon
66
iShares Global REIT ETF
REET
$5.1B
$224K 0.07%
9,240
-1,838
-17% -$44.7K
RUM icon
67
RUM Group Inc
RUM
$1.73B
$129K 0.04%
18,221
-662
-4% -$6.91K
ERNA icon
68
Eterna Therapeutics
ERNA
$4.22M
$16.8K 0.01%
252
– –
BX icon
69
Blackstone
BX
$108B
– –
-1,290
Closed -$222K
OSCR icon
70
Oscar Health
OSCR
$9.21B
– –
-11,499
Closed -$155K
TSLA icon
71
Tesla
TSLA
$1.27T
– –
-15,354
Closed -$6.2M
1 2
3

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CWM
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NYLIC
New York Life Insurance Company New York $491M AUM 10.97% 1-Year Est. Return
FSA
Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
LBW
Landesbank Baden-Wuerttemberg Stuttgart Baden-Wuerttemberg, Germany $490M AUM
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return
LI
Lafayette Investments Ashton, Maryland $494M AUM 11.42% 1-Year Est. Return

Cypress Point Wealth Management's Q1 2025 Portfolio in Review

As of Q1 2025, Cypress Point Wealth Management held 71 positions worth $315M, down 1.8% from $321M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Cypress Point Wealth Management withdrew a net $15.3M in Q1 2025, closing 3 positions and reducing 25 holdings. Its most notable exit was Tesla, an estimated $6.2M position sold in full.

By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 37% a quarter earlier, followed by Energy and Communication Services.

Against the trend, Cypress Point Wealth Management opened a new position in Berkshire Hathaway Class A worth $2.4M.

  • Cypress Point Wealth Management's largest Q1 2025 buy was Berkshire Hathaway Class A: 3 shares worth $2.4M.
  • Cypress Point Wealth Management added most to Avantis US Large Cap Equity ETF in Q1 2025, an estimated $8.96M increase.
  • Cypress Point Wealth Management's biggest Q1 2025 reduction was Palantir, cutting an estimated $24.1M.
  • Cypress Point Wealth Management fully exited Tesla in Q1 2025, selling an estimated $6.2M.
  • Cypress Point Wealth Management's ten largest holdings make up 73% of its $315M portfolio in Q1 2025.
  • Cypress Point Wealth Management opened 2 new positions and closed 3 in Q1 2025.
  • Cypress Point Wealth Management's portfolio value fell 1.8% quarter-over-quarter to $315M.

Based on Cypress Point Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.