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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
+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
Cap. Flow
+$11.8M
Cap. Flow %
2.4%
Top 10 Hldgs %
65.88%
Holding
165
New
42
Increased
53
Reduced
35
Closed
23

Top Buys

Rank Stock Value
1
VTV icon
Vanguard Morningstar Value ETF
VTV
+$4.11M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$3.69M
3
IBMR icon
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
+$3.04M
4
DE icon
Deere & Co
DE
+$2.18M
5
KLAC icon
KLA
KLAC
+$2.08M

Top Sells

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$5.18M
2
BND icon
Vanguard Total Bond Market
BND
+$4.19M
3
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$3.03M
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.6M
5
AVLC icon
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
ABBV icon
76
AbbVie
ABBV
$451B
$517K 0.11%
2,055
+940
+84% +$202K
GEV icon
77
GE Vernova
GEV
$243B
$510K 0.1%
434
+62
+17% +$63.3K
NFLX icon
78
Netflix
NFLX
$340B
$499K 0.1%
6,982
-2,471
-26% -$218K
MRVL icon
79
Marvell Technology
MRVL
$195B
$492K 0.1%
1,650
-386
-19% -$77.4K
JNJ icon
80
Johnson & Johnson
JNJ
$646B
$470K 0.1%
1,851
+337
+22% +$78.5K
DUSB icon
81
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.24B
$465K 0.09%
9,149
+43
+0.5% +$2.18K
TRV icon
82
Travelers Companies
TRV
$77.2B
$462K 0.09%
1,398
+185
+15% +$56.1K
EMXC icon
83
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.9B
$459K 0.09%
4,487
+25
+0.6% +$2.36K
DELL icon
84
Dell
DELL
$295B
$455K 0.09%
+1,054
New +$305K
VCRM
85
Vanguard Core Tax-Exempt Bond ETF
VCRM
$1.8B
$440K 0.09%
5,763
-1,763
-23% -$134K
L icon
86
Loews
L
$22.4B
$430K 0.09%
3,801
-489
-11% -$53K
T icon
87
AT&T
T
$178B
$429K 0.09%
20,719
-524
-2% -$13K
JPM icon
88
JPMorgan Chase
JPM
$951B
$408K 0.08%
1,246
+287
+30% +$89.1K
BLND icon
89
Blend Labs
BLND
$360M
$386K 0.08%
225,843
+10,000
+5% +$16K
WMT icon
90
Walmart Inc
WMT
$820B
$381K 0.08%
3,362
+1,325
+65% +$164K
ALL icon
91
Allstate
ALL
$65.9B
$378K 0.08%
1,588
+133
+9% +$28.9K
D icon
92
Dominion Energy
D
$57.7B
$368K 0.07%
+5,389
New +$350K
COST icon
93
Costco
COST
$419B
$368K 0.07%
+393
New +$392K
VWO icon
94
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$361K 0.07%
6,054
+7
+0.1% +$411
BND icon
95
Vanguard Total Bond Market
BND
$161B
$359K 0.07%
4,890
-57,104
-92% -$4.19M
CRM icon
96
Salesforce
CRM
$211B
$352K 0.07%
2,249
-348
-13% -$61.2K
DFAR icon
97
Dimensional US Real Estate ETF
DFAR
$1.76B
$343K 0.07%
13,100
– –
FIX icon
98
Comfort Systems
FIX
$53.5B
$327K 0.07%
+165
New +$299K
FNV icon
99
Franco-Nevada
FNV
$51.3B
$327K 0.07%
1,568
– –
VO icon
100
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$322K 0.07%
4,000
– –
2 3
4
5 6

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MCB
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UWP
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PAMS
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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.