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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
+18.92%
1 Year Est. Return
+22.57%
3 Year Est. Return
+226.42%
5 Year Est. Return
+128.74%
10 Year Est. Return
–
AUM
$494M
AUM Growth
+$83.4M
Cap. Flow
+$10.4M
Cap. Flow %
2.1%
Top 10 Hldgs %
78.4%
Holding
87
New
8
Increased
26
Reduced
28
Closed
5

Top Buys

Rank Stock Value
1
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$3.5M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.25M
3
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$3.06M
4
DFUS
Dimensional US Equity ETF
DFUS
+$1.9M
5
BND icon
Vanguard Total Bond Market
BND
+$1.12M

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$2.72M
2
META icon
Meta Platforms (Facebook)
META
+$1.6M
3
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$1.09M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$997K
5
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$503K

Sector Composition

Rank Sector Weight
1 Technology 45.62%
2 Energy 0.95%
3 Communication Services 0.84%
4 Financials 0.73%
5 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CGNG
51
Capital Group New Geography Equity ETF
CGNG
$2.74B
$651K 0.13%
21,078
+9,528
+82% +$281K
WCLD
52
WisdomTree Cloud Computing Fund
WCLD
$279M
$620K 0.13%
17,633
+7,838
+80% +$277K
AVEE icon
53
Avantis Emerging Markets Small Cap Equity ETF
AVEE
$116M
$584K 0.12%
9,113
+518
+6% +$32.3K
GOOGL icon
54
Alphabet (Google) Class A
GOOGL
$4.57T
$542K 0.11%
2,231
-11
-0.5% -$2.3K
DFAT icon
55
Dimensional US Targeted Value ETF
DFAT
$14.7B
$484K 0.1%
8,316
-1,833
-18% -$104K
NFLX icon
56
Netflix
NFLX
$305B
$463K 0.09%
3,860
– –
DFSV
57
Dimensional US Small Cap Value ETF
DFSV
$8.3B
$451K 0.09%
14,153
– –
IEFA icon
58
iShares Core MSCI EAFE ETF
IEFA
$191B
$442K 0.09%
5,064
-1,161
-19% -$98.6K
VUSB icon
59
Vanguard Ultra-Short Bond ETF
VUSB
$8.91B
$440K 0.09%
8,798
-3,075
-26% -$153K
T icon
60
AT&T
T
$162B
$392K 0.08%
13,876
+5
+0% +$142
DUSB icon
61
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.22B
$384K 0.08%
7,562
-1,072
-12% -$54.4K
SGOL icon
62
abrdn Physical Gold Shares ETF
SGOL
$6.91B
$380K 0.08%
+10,318
New +$341K
CRM icon
63
Salesforce
CRM
$152B
$366K 0.07%
1,543
– –
VWO icon
64
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$357K 0.07%
+6,584
New +$339K
ARTY
65
iShares Future AI & Tech ETF
ARTY
$3.61B
$354K 0.07%
+7,722
New +$332K
HOOD icon
66
Robinhood
HOOD
$81.2B
$338K 0.07%
2,359
-260
-10% -$28.4K
SPY icon
67
State Street SPDR S&P 500 ETF Trust
SPY
$806B
$328K 0.07%
493
+1
+0.2% +$641
TSLA icon
68
Tesla
TSLA
$1.27T
$325K 0.07%
730
+4
+0.6% +$1.39K
KKR icon
69
KKR & Co
KKR
$95.7B
$302K 0.06%
2,325
– –
BIL icon
70
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
$302K 0.06%
3,291
+33
+1% +$3.02K
EMXC icon
71
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.6B
$296K 0.06%
+4,378
New +$283K
VO icon
72
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$294K 0.06%
4,000
-7,000
-64% -$503K
EEMV icon
73
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.47B
$285K 0.06%
4,460
– –
AMZN icon
74
Amazon
AMZN
$3.06T
$280K 0.06%
1,275
-67
-5% -$15.2K
BAC icon
75
Bank of America
BAC
$438B
$271K 0.05%
5,255
+2
+0% +$98
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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LI
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Cypress Point Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Cypress Point Wealth Management held 87 positions worth $494M, up 20% from $411M the previous quarter. Its ten largest holdings account for 78% of the portfolio.

Cypress Point Wealth Management's Q3 2025 filing shows 8 new, 26 increased, 28 reduced and 5 closed positions. Its largest new stake was abrdn Physical Gold Shares ETF: 10,318 shares worth $380K. The largest sale was Palantir, an estimated $2.72M.

By sector, the portfolio is most concentrated in Technology at 46% of assets, up from 42% a quarter earlier, followed by Energy and Communication Services.

  • Cypress Point Wealth Management's largest Q3 2025 buy was abrdn Physical Gold Shares ETF: 10,318 shares worth $380K.
  • Cypress Point Wealth Management added most to Avantis US Large Cap Equity ETF in Q3 2025, an estimated $3.5M increase.
  • Cypress Point Wealth Management's biggest Q3 2025 reduction was Palantir, cutting an estimated $2.72M.
  • Cypress Point Wealth Management fully exited Rocket Lab Corp in Q3 2025, selling an estimated $448K.
  • Cypress Point Wealth Management's ten largest holdings make up 78% of its $494M portfolio in Q3 2025.
  • Cypress Point Wealth Management opened 8 new positions and closed 5 in Q3 2025.
  • Cypress Point Wealth Management's portfolio value rose 20% quarter-over-quarter to $494M.

Based on Cypress Point Wealth Management's 13F filing for Q3 2025, filed 8 Oct 2025.