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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
+30.58%
1 Year Est. Return
+22.57%
3 Year Est. Return
+226.42%
5 Year Est. Return
+128.74%
10 Year Est. Return
–
AUM
$411M
AUM Growth
+$95.5M
Cap. Flow
+$12.8M
Cap. Flow %
3.13%
Top 10 Hldgs %
76.07%
Holding
81
New
13
Increased
30
Reduced
19
Closed
2

Top Buys

Rank Stock Value
1
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$9.69M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.39M
3
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$1.9M
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.22M
5
META icon
Meta Platforms (Facebook)
META
+$1.11M

Top Sells

Rank Stock Value
1
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$5.69M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.7M
3
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.57M
4
XOM icon
ExxonMobil
XOM
+$871K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$499K

Sector Composition

Rank Sector Weight
1 Technology 41.82%
2 Communication Services 1.39%
3 Energy 1.09%
4 Financials 0.82%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HOOD icon
76
Robinhood
HOOD
$77.8B
$245K 0.06%
+2,619
New +$155K
TSLA icon
77
Tesla
TSLA
$1.23T
$231K 0.06%
+726
New +$219K
CRWD icon
78
CrowdStrike
CRWD
$194B
$209K 0.05%
+1,640
New +$178K
REET icon
79
iShares Global REIT ETF
REET
$5.09B
$208K 0.05%
8,434
-806
-9% -$19.5K
ERNA icon
80
Eterna Therapeutics
ERNA
$3.83M
– –
-252
Closed -$16.8K
RUM icon
81
RUM Group Inc
RUM
$1.61B
– –
-18,221
Closed -$129K
1 2 3
4

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NYLIC
New York Life Insurance Company New York $491M AUM 10.97% 1-Year Est. Return
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 Q2 2025 Portfolio in Review

As of Q2 2025, Cypress Point Wealth Management held 81 positions worth $411M, up 30% from $315M the previous quarter. Its ten largest holdings account for 76% of the portfolio.

Cypress Point Wealth Management deployed $12.8M of net new capital in Q2 2025, opening 13 new positions and adding to 30 existing holdings. Its largest new stake was Vanguard Morningstar Small-Cap ETF: 8,500 shares worth $2.01M.

By sector, the portfolio is most concentrated in Technology at 42% of assets, up from 34% a quarter earlier, followed by Communication Services and Energy.

On the sell side, the largest reduction was Avantis US Large Cap Equity ETF, an estimated $5.69M trimmed.

  • Cypress Point Wealth Management's largest Q2 2025 buy was Vanguard Morningstar Small-Cap ETF: 8,500 shares worth $2.01M.
  • Cypress Point Wealth Management added most to Dimensional US Core Equity 1 ETF in Q2 2025, an estimated $9.69M increase.
  • Cypress Point Wealth Management's biggest Q2 2025 reduction was Avantis US Large Cap Equity ETF, cutting an estimated $5.69M.
  • Cypress Point Wealth Management fully exited RUM Group Inc in Q2 2025, selling an estimated $129K.
  • Cypress Point Wealth Management's ten largest holdings make up 76% of its $411M portfolio in Q2 2025.
  • Cypress Point Wealth Management opened 13 new positions and closed 2 in Q2 2025.
  • Cypress Point Wealth Management's portfolio value rose 30% quarter-over-quarter to $411M.

Based on Cypress Point Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.