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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
-5.48%
1 Year Est. Return
+22.57%
3 Year Est. Return
+226.42%
5 Year Est. Return
+128.74%
10 Year Est. Return
–
AUM
$464M
AUM Growth
+$6.11M
Cap. Flow
+$38.2M
Cap. Flow %
8.23%
Top 10 Hldgs %
69.84%
Holding
132
New
42
Increased
45
Reduced
19
Closed
9

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$4.82M
2
DFUS
Dimensional US Equity ETF
DFUS
+$4.03M
3
VTV icon
Vanguard Morningstar Value ETF
VTV
+$3.54M
4
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$3.17M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.86M

Top Sells

Rank Stock Value
1
IBMR icon
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
+$3.04M
2
COP icon
ConocoPhillips
COP
+$2.75M
3
XOM icon
ExxonMobil
XOM
+$1.63M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$1.43M
5
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$1.02M

Sector Composition

Rank Sector Weight
1 Technology 32.95%
2 Communication Services 1.68%
3 Energy 1.23%
4 Financials 1.23%
5 Consumer Discretionary 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFGR icon
51
Dimensional Global Real Estate ETF
DFGR
$3.86B
$950K 0.2%
35,734
-8,938
-20% -$245K
VUSB icon
52
Vanguard Ultra-Short Bond ETF
VUSB
$8.91B
$933K 0.2%
18,748
+5,390
+40% +$269K
NFLX icon
53
Netflix
NFLX
$305B
$909K 0.2%
9,453
+5,593
+145% +$493K
VTEB icon
54
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$812K 0.17%
16,272
– –
TSLA icon
55
Tesla
TSLA
$1.27T
$768K 0.17%
2,065
+1,260
+157% +$519K
ARWR icon
56
Arrowhead Research
ARWR
$12.1B
$702K 0.15%
11,200
– –
GOOG icon
57
Alphabet (Google) Class C
GOOG
$4.56T
$675K 0.15%
+2,353
New +$739K
ASTS icon
58
AST SpaceMobile
ASTS
$19B
$663K 0.14%
8,000
– –
UAMY icon
59
United States Antimony
UAMY
$839M
$647K 0.14%
74,071
– –
IVV icon
60
iShares Core S&P 500 ETF
IVV
$884B
$630K 0.14%
964
-49
-5% -$33.5K
T icon
61
AT&T
T
$162B
$616K 0.13%
21,243
+7,360
+53% +$197K
BAC icon
62
Bank of America
BAC
$438B
$602K 0.13%
12,350
+7,094
+135% +$366K
VCRM
63
Vanguard Core Tax-Exempt Bond ETF
VCRM
$1.68B
$566K 0.12%
7,526
+2,976
+65% +$226K
DFSV
64
Dimensional US Small Cap Value ETF
DFSV
$8.3B
$496K 0.11%
14,153
– –
CRM icon
65
Salesforce
CRM
$152B
$485K 0.1%
2,597
+1,054
+68% +$218K
WCLD
66
WisdomTree Cloud Computing Fund
WCLD
$279M
$482K 0.1%
17,633
– –
DUSB icon
67
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.22B
$462K 0.1%
9,106
+1,485
+19% +$75.4K
SGOL icon
68
abrdn Physical Gold Shares ETF
SGOL
$6.91B
$460K 0.1%
10,318
– –
L icon
69
Loews
L
$23.9B
$458K 0.1%
+4,290
New +$459K
AMD icon
70
Advanced Micro Devices
AMD
$790B
$425K 0.09%
+2,089
New +$446K
FNV icon
71
Franco-Nevada
FNV
$41.4B
$387K 0.08%
+1,568
New +$388K
V icon
72
Visa
V
$683B
$387K 0.08%
+1,281
New +$412K
KLAC icon
73
KLA
KLAC
$239B
$371K 0.08%
+2,520
New +$369K
JNJ icon
74
Johnson & Johnson
JNJ
$613B
$370K 0.08%
+1,514
New +$353K
BLND icon
75
Blend Labs
BLND
$467M
$367K 0.08%
215,843
– –
1 2
3
4 5

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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
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IP
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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 Q1 2026 Portfolio in Review

As of Q1 2026, Cypress Point Wealth Management held 132 positions worth $464M, up 1.3% from $458M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Cypress Point Wealth Management deployed $38.2M of net new capital in Q1 2026, opening 42 new positions and adding to 45 existing holdings. Its largest new stake was iShares iBonds Dec 2029 Term Treasury ETF: 119,718 shares worth $3.03M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 37% a quarter earlier, followed by Communication Services and Energy.

On the sell side, the largest reduction was ExxonMobil, an estimated $1.63M trimmed.

  • Cypress Point Wealth Management's largest Q1 2026 buy was iShares iBonds Dec 2029 Term Treasury ETF: 119,718 shares worth $3.03M.
  • Cypress Point Wealth Management added most to Apple in Q1 2026, an estimated $4.82M increase.
  • Cypress Point Wealth Management's biggest Q1 2026 reduction was ExxonMobil, cutting an estimated $1.63M.
  • Cypress Point Wealth Management fully exited iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2026, selling an estimated $3.04M.
  • Cypress Point Wealth Management's ten largest holdings make up 70% of its $464M portfolio in Q1 2026.
  • Cypress Point Wealth Management opened 42 new positions and closed 9 in Q1 2026.
  • Cypress Point Wealth Management's portfolio value rose 1.3% quarter-over-quarter to $464M.

Based on Cypress Point Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.