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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
+0.61%
1 Year Est. Return
+22.57%
3 Year Est. Return
+226.42%
5 Year Est. Return
+128.74%
10 Year Est. Return
–
AUM
$458M
AUM Growth
-$36M
Cap. Flow
-$37M
Cap. Flow %
-8.07%
Top 10 Hldgs %
74.67%
Holding
95
New
13
Increased
38
Reduced
17
Closed
5

Top Buys

Rank Stock Value
1
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$3.03M
2
IBMS
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
+$2.99M
3
COP icon
ConocoPhillips
COP
+$2.66M
4
BND icon
Vanguard Total Bond Market
BND
+$2.47M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$2.2M

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$52.6M
2
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$3.03M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.71M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$1.65M
5
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$854K

Sector Composition

Rank Sector Weight
1 Technology 37.04%
2 Energy 1.7%
3 Communication Services 0.98%
4 Financials 0.82%
5 Consumer Staples 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVEE icon
51
Avantis Emerging Markets Small Cap Equity ETF
AVEE
$116M
$840K 0.18%
13,465
+4,352
+48% +$275K
VTEB icon
52
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45B
$818K 0.18%
16,272
– –
ARWR icon
53
Arrowhead Research
ARWR
$11.9B
$744K 0.16%
+11,200
New +$549K
GOOGL icon
54
Alphabet (Google) Class A
GOOGL
$4.59T
$730K 0.16%
2,331
+100
+4% +$28.6K
IVV icon
55
iShares Core S&P 500 ETF
IVV
$882B
$694K 0.15%
1,013
– –
VUSB icon
56
Vanguard Ultra-Short Bond ETF
VUSB
$8.91B
$666K 0.15%
13,358
+4,560
+52% +$227K
BLND icon
57
Blend Labs
BLND
$450M
$656K 0.14%
215,843
-2,884
-1% -$9.2K
WCLD
58
WisdomTree Cloud Computing Fund
WCLD
$279M
$617K 0.13%
17,633
– –
ASTS icon
59
AST SpaceMobile
ASTS
$19.1B
$581K 0.13%
+8,000
New +$571K
QQQ icon
60
Invesco QQQ Trust
QQQ
$467B
$489K 0.11%
+796
New +$488K
DFSV
61
Dimensional US Small Cap Value ETF
DFSV
$8.29B
$466K 0.1%
14,153
– –
IEFA icon
62
iShares Core MSCI EAFE ETF
IEFA
$191B
$442K 0.1%
4,942
-122
-2% -$10.8K
SGOL icon
63
abrdn Physical Gold Shares ETF
SGOL
$6.88B
$424K 0.09%
10,318
– –
AMZN icon
64
Amazon
AMZN
$3.06T
$421K 0.09%
1,823
+548
+43% +$125K
CRM icon
65
Salesforce
CRM
$155B
$409K 0.09%
1,543
– –
DUSB icon
66
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.22B
$386K 0.08%
7,621
+59
+0.8% +$3K
CRWD icon
67
CrowdStrike
CRWD
$201B
$380K 0.08%
3,244
+1,604
+98% +$204K
ARTY
68
iShares Future AI & Tech ETF
ARTY
$3.57B
$372K 0.08%
7,722
– –
UAMY icon
69
United States Antimony
UAMY
$805M
$372K 0.08%
+74,071
New +$582K
TSLA icon
70
Tesla
TSLA
$1.28T
$362K 0.08%
805
+75
+10% +$33.2K
NFLX icon
71
Netflix
NFLX
$303B
$362K 0.08%
3,860
– –
VWO icon
72
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$360K 0.08%
6,697
+113
+2% +$6.14K
T icon
73
AT&T
T
$162B
$345K 0.08%
13,883
+7
+0.1% +$177
VCRM
74
Vanguard Core Tax-Exempt Bond ETF
VCRM
$1.68B
$344K 0.08%
+4,550
New +$344K
TTD icon
75
Trade Desk
TTD
$8.69B
$342K 0.07%
+9,000
New +$399K
1 2
3
4

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NYLIC
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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
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RF
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LI
Lafayette Investments Ashton, Maryland $494M AUM 11.42% 1-Year Est. Return

Cypress Point Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Cypress Point Wealth Management held 95 positions worth $458M, down 7.3% from $494M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Cypress Point Wealth Management withdrew a net $37M in Q4 2025, closing 5 positions and reducing 17 holdings. Its most notable exit was iShares iBonds Dec 2025 Term Muni Bond ETF, an estimated $3.03M position sold in full.

By sector, the portfolio is most concentrated in Technology at 37% of assets, down from 46% a quarter earlier, followed by Energy and Communication Services.

Against the trend, Cypress Point Wealth Management opened a new position in iShares iBonds Dec 2030 Term Muni Bond ETF worth $3M.

  • Cypress Point Wealth Management's largest Q4 2025 buy was iShares iBonds Dec 2030 Term Muni Bond ETF: 115,000 shares worth $3M.
  • Cypress Point Wealth Management added most to Avantis US Large Cap Equity ETF in Q4 2025, an estimated $3.03M increase.
  • Cypress Point Wealth Management's biggest Q4 2025 reduction was Palantir, cutting an estimated $52.6M.
  • Cypress Point Wealth Management fully exited iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2025, selling an estimated $3.03M.
  • Cypress Point Wealth Management's ten largest holdings make up 75% of its $458M portfolio in Q4 2025.
  • Cypress Point Wealth Management opened 13 new positions and closed 5 in Q4 2025.
  • Cypress Point Wealth Management's portfolio value fell 7.3% quarter-over-quarter to $458M.

Based on Cypress Point Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.