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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
+30.58%
1 Year Est. Return
+22.57%
3 Year Est. Return
+226.42%
5 Year Est. Return
+128.74%
10 Year Est. Return
–
AUM
$411M
AUM Growth
+$95.5M
Cap. Flow
+$12.8M
Cap. Flow %
3.13%
Top 10 Hldgs %
76.07%
Holding
81
New
13
Increased
30
Reduced
19
Closed
2

Top Buys

Rank Stock Value
1
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$9.69M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.39M
3
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$1.9M
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.22M
5
META icon
Meta Platforms (Facebook)
META
+$1.11M

Top Sells

Rank Stock Value
1
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$5.69M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.7M
3
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.57M
4
XOM icon
ExxonMobil
XOM
+$871K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$499K

Sector Composition

Rank Sector Weight
1 Technology 41.82%
2 Communication Services 1.39%
3 Energy 1.09%
4 Financials 0.82%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VUSB icon
51
Vanguard Ultra-Short Bond ETF
VUSB
$8.94B
$592K 0.14%
11,873
+1,359
+13% +$67.5K
DFAT icon
52
Dimensional US Targeted Value ETF
DFAT
$14.7B
$548K 0.13%
10,149
-9,792
-49% -$499K
IEFA icon
53
iShares Core MSCI EAFE ETF
IEFA
$192B
$520K 0.13%
6,225
-1,689
-21% -$134K
AVEE icon
54
Avantis Emerging Markets Small Cap Equity ETF
AVEE
$114M
$518K 0.13%
8,595
-1,131
-12% -$62.6K
NFLX icon
55
Netflix
NFLX
$305B
$517K 0.13%
3,860
+110
+3% +$12.4K
VBR icon
56
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.2B
$450K 0.11%
2,308
– –
RKLB icon
57
Rocket Lab Corp
RKLB
$40.4B
$448K 0.11%
+12,517
New +$306K
DUSB icon
58
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.2B
$438K 0.11%
8,634
+55
+0.6% +$2.79K
CRM icon
59
Salesforce
CRM
$148B
$421K 0.1%
1,543
– –
DFSV
60
Dimensional US Small Cap Value ETF
DFSV
$8.19B
$417K 0.1%
14,153
-6,725
-32% -$186K
T icon
61
AT&T
T
$159B
$401K 0.1%
+13,871
New +$382K
GOOGL icon
62
Alphabet (Google) Class A
GOOGL
$4.08T
$395K 0.1%
2,242
+162
+8% +$26.5K
MRK icon
63
Merck
MRK
$321B
$375K 0.09%
+4,738
New +$377K
DASH icon
64
DoorDash
DASH
$86.1B
$370K 0.09%
+1,500
New +$301K
AFRM icon
65
Affirm
AFRM
$24.5B
$363K 0.09%
+5,253
New +$272K
WCLD
66
WisdomTree Cloud Computing Fund
WCLD
$266M
$354K 0.09%
9,795
– –
CGNG
67
Capital Group New Geography Equity ETF
CGNG
$2.67B
$333K 0.08%
+11,550
New +$305K
AVRE icon
68
Avantis Real Estate ETF
AVRE
$878M
$325K 0.08%
7,368
+84
+1% +$3.63K
KKR icon
69
KKR & Co
KKR
$90.7B
$309K 0.08%
2,325
– –
SPY icon
70
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$304K 0.07%
492
+5
+1% +$2.86K
BIL icon
71
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$299K 0.07%
3,258
+34
+1% +$3.11K
AMZN icon
72
Amazon
AMZN
$2.53T
$294K 0.07%
1,342
+43
+3% +$8.51K
PFE icon
73
Pfizer
PFE
$142B
$284K 0.07%
+11,714
New +$273K
EEMV icon
74
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.45B
$280K 0.07%
4,460
– –
BAC icon
75
Bank of America
BAC
$433B
$249K 0.06%
+5,253
New +$221K
1 2
3
4

Similar funds

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 Q2 2025 Portfolio in Review

As of Q2 2025, Cypress Point Wealth Management held 81 positions worth $411M, up 30% from $315M the previous quarter. Its ten largest holdings account for 76% of the portfolio.

Cypress Point Wealth Management deployed $12.8M of net new capital in Q2 2025, opening 13 new positions and adding to 30 existing holdings. Its largest new stake was Vanguard Morningstar Small-Cap ETF: 8,500 shares worth $2.01M.

By sector, the portfolio is most concentrated in Technology at 42% of assets, up from 34% a quarter earlier, followed by Communication Services and Energy.

On the sell side, the largest reduction was Avantis US Large Cap Equity ETF, an estimated $5.69M trimmed.

  • Cypress Point Wealth Management's largest Q2 2025 buy was Vanguard Morningstar Small-Cap ETF: 8,500 shares worth $2.01M.
  • Cypress Point Wealth Management added most to Dimensional US Core Equity 1 ETF in Q2 2025, an estimated $9.69M increase.
  • Cypress Point Wealth Management's biggest Q2 2025 reduction was Avantis US Large Cap Equity ETF, cutting an estimated $5.69M.
  • Cypress Point Wealth Management fully exited RUM Group Inc in Q2 2025, selling an estimated $129K.
  • Cypress Point Wealth Management's ten largest holdings make up 76% of its $411M portfolio in Q2 2025.
  • Cypress Point Wealth Management opened 13 new positions and closed 2 in Q2 2025.
  • Cypress Point Wealth Management's portfolio value rose 30% quarter-over-quarter to $411M.

Based on Cypress Point Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.