CPWM
Cypress Point Wealth Management Portfolio holdings
AUM
$492M
Turnover
39.39%
1-Year Est. Return
22.57%
This Fund
S&P 500
This Quarter
Est. Return
+8.38%
1 Year Est. Return
+22.57%
3 Year Est. Return
+226.42%
5 Year Est. Return
+128.74%
10 Year Est. Return
–
AUM
$492M
AUM Growth
+$27.3M
(+5.9%)
Cap. Flow
+$11.8M
Cap. Flow
% of AUM
2.4%
Top 10 Holdings %
Top 10 Hldgs %
65.88%
Holding
165
New
42
Increased
53
Reduced
35
Closed
23
Avg Time Held
1.4
years
Top 10 Avg Time Held
2.3
years
Top 20 Avg Time Held
2
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Value ETF
VTV
|
+$4.11M |
| 2 |
Vanguard Core Bond ETF
VCRB
|
+$3.69M |
| 3 |
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
|
+$3.04M |
| 4 |
Deere & Co
DE
|
+$2.18M |
| 5 |
KLA
KLAC
|
+$2.08M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$5.18M |
| 2 |
Vanguard Total Bond Market
BND
|
+$4.19M |
| 3 |
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
|
+$3.03M |
| 4 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$1.6M |
| 5 |
Avantis US Large Cap Equity ETF
AVLC
|
+$1.25M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 64.81% |
| 2 | Technology | 28.09% |
| 3 | Communication Services | 1.64% |
| 4 | Financials | 1.56% |
| 5 | Industrials | 1.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
76
AbbVie
ABBV
$501B
| $517K | 0.11% |
2,055
+940
| +84% | +$202K |
2026 Q1
1 quarter
|
|
77
GE Vernova
GEV
$251B
| $510K | 0.1% |
434
+62
| +17% | +$63.3K |
2026 Q1
1 quarter
|
|
78
Netflix
NFLX
$294B
| $499K | 0.1% |
6,982
-2,471
| -26% | -$218K |
2023 Q4
10 quarters
|
|
79
Marvell Technology
MRVL
$220B
| $492K | 0.1% |
1,650
-386
| -19% | -$77.4K |
2026 Q1
1 quarter
|
|
80
Johnson & Johnson
JNJ
$612B
| $470K | 0.1% |
1,851
+337
| +22% | +$78.5K |
2026 Q1
1 quarter
|
|
81
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.77B
| $465K | 0.09% |
9,149
+43
| +0.5% | +$2.18K |
2024 Q1
9 quarters
|
|
82
Travelers Companies
TRV
$78.8B
| $462K | 0.09% |
1,398
+185
| +15% | +$56.1K |
2026 Q1
1 quarter
|
|
83
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.8B
| $459K | 0.09% |
4,487
+25
| +0.6% | +$2.36K |
2025 Q3
3 quarters
|
|
84
Dell
DELL
$323B
| $455K | 0.09% |
+1,054
| New | +$305K |
2026 Q2
0 quarters
|
|
85
Vanguard Core Tax-Exempt Bond ETF
VCRM
$2.24B
| $440K | 0.09% |
5,763
-1,763
| -23% | -$134K |
2025 Q4
2 quarters
|
|
86
Loews
L
$22.3B
| $430K | 0.09% |
3,801
-489
| -11% | -$53K |
2026 Q1
1 quarter
|
|
87
AT&T
T
$158B
| $429K | 0.09% |
20,719
-524
| -2% | -$13K |
2025 Q2
4 quarters
|
|
88
JPMorgan Chase
JPM
$890B
| $408K | 0.08% |
1,246
+287
| +30% | +$89.1K |
2026 Q1
1 quarter
|
|
89
Blend Labs
BLND
$217M
| $386K | 0.08% |
225,843
+10,000
| +5% | +$16K |
2021 Q4
18 quarters
|
|
90
Walmart Inc
WMT
$922B
| $381K | 0.08% |
3,362
+1,325
| +65% | +$164K |
2026 Q1
1 quarter
|
|
91
Allstate
ALL
$59.7B
| $378K | 0.08% |
1,588
+133
| +9% | +$28.9K |
2026 Q1
1 quarter
|
|
92
Dominion Energy
D
$55.2B
| $368K | 0.07% |
+5,389
| New | +$350K |
2026 Q2
0 quarters
|
|
93
Costco
COST
$435B
| $368K | 0.07% |
+393
| New | +$392K |
2026 Q2
0 quarters
|
|
94
Vanguard FTSE Emerging Markets ETF
VWO
$124B
| $361K | 0.07% |
6,054
+7
| +0.1% | +$411 |
2025 Q3
3 quarters
|
|
|
95
Vanguard Total Bond Market
BND
$162B
| $359K | 0.07% |
4,890
-57,104
| -92% | -$4.19M |
2023 Q3
11 quarters
|
|
96
Salesforce
CRM
$194B
| $352K | 0.07% |
2,249
-348
| -13% | -$61.2K |
2024 Q1
9 quarters
|
|
97
DFA Real Estate Securities Portfolio ETF Class Shares
DFAR
$1.64B
| $343K | 0.07% |
13,100
| – | – |
2026 Q1
1 quarter
|
|
98
Comfort Systems
FIX
$54.3B
| $327K | 0.07% |
+165
| New | +$299K |
2026 Q2
0 quarters
|
|
99
Franco-Nevada
FNV
$45.3B
| $327K | 0.07% |
1,568
| – | – |
2026 Q1
1 quarter
|
|
100
Vanguard Morningstar Mid-Cap ETF
VO
$106B
| $322K | 0.07% |
4,000
| – | – |
2020 Q4
22 quarters
|
|
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Cypress Point Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, Cypress Point Wealth Management held 165 positions worth $492M, up 5.9% from $464M the previous quarter. Its ten largest holdings account for 66% of the portfolio.
Cypress Point Wealth Management's Q2 2026 filing shows 42 new, 53 increased, 35 reduced and 23 closed positions. Its largest new stake was Vanguard Core Bond ETF: 47,752 shares worth $3.69M. The largest sale was ExxonMobil, an estimated $5.18M.
By sector, the portfolio is most concentrated in Miscellaneous at 65% of assets, up from 61% a quarter earlier, followed by Technology and Communication Services.
- Cypress Point Wealth Management's largest Q2 2026 buy was Vanguard Core Bond ETF: 47,752 shares worth $3.69M.
- Cypress Point Wealth Management added most to Vanguard Morningstar Value ETF in Q2 2026, an estimated $4.11M increase.
- Cypress Point Wealth Management's biggest Q2 2026 reduction was Vanguard Total Bond Market, cutting an estimated $4.19M.
- Cypress Point Wealth Management fully exited ExxonMobil in Q2 2026, selling an estimated $5.18M.
- Cypress Point Wealth Management's ten largest holdings make up 66% of its $492M portfolio in Q2 2026.
- Cypress Point Wealth Management opened 42 new positions and closed 23 in Q2 2026.
- Cypress Point Wealth Management's portfolio value rose 5.9% quarter-over-quarter to $492M.
Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.