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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
+18.92%
1 Year Est. Return
+22.57%
3 Year Est. Return
+226.42%
5 Year Est. Return
+128.74%
10 Year Est. Return
–
AUM
$494M
AUM Growth
+$83.4M
(+20%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
2.1%
Top 10 Holdings %
Top 10 Hldgs %
78.4%
Holding
87
New
8
Increased
26
Reduced
28
Closed
5
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Avantis US Large Cap Equity ETF
AVLC
|
+$3.5M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$3.25M |
| 3 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
+$3.06M |
| 4 |
DFUS
Dimensional US Equity ETF
DFUS
|
+$1.9M |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.12M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Palantir
PLTR
|
+$2.72M |
| 2 |
Meta Platforms (Facebook)
META
|
+$1.6M |
| 3 |
Dimensional Global Real Estate ETF
DFGR
|
+$1.09M |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$997K |
| 5 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$503K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 45.62% |
| 2 | Energy | 0.95% |
| 3 | Communication Services | 0.84% |
| 4 | Financials | 0.73% |
| 5 | Consumer Staples | 0.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Avantis Real Estate ETF
AVRE
$877M
| $233K | 0.05% |
5,240
-2,128
| -29% | -$94.5K |
|
77
Vanguard Total International Bond ETF
BNDX
$82B
| $227K | 0.05% |
+4,588
| New | +$226K |
|
78
Blackstone
BX
$108B
| $220K | 0.04% |
+1,290
| New | +$221K |
|
79
iShares Global REIT ETF
REET
$5.14B
| $216K | 0.04% |
8,434
| – | – |
|
|
FLD
80
Fold Holdings
FLD
$23.4M
| $210K | 0.04% |
+54,504
| New | +$214K |
|
81
CrowdStrike
CRWD
$206B
| $201K | 0.04% |
1,640
| – | – |
|
82
Sysco
SYY
$40.7B
| $200K | 0.04% |
+2,431
| New | +$194K |
|
83
Affirm
AFRM
$25.3B
| – | – |
-5,253
| Closed | -$363K |
|
84
DoorDash
DASH
$87.4B
| – | – |
-1,500
| Closed | -$370K |
|
85
Merck
MRK
$316B
| – | – |
-4,738
| Closed | -$375K |
|
86
Pfizer
PFE
$143B
| – | – |
-11,714
| Closed | -$284K |
|
87
Rocket Lab Corp
RKLB
$44B
| – | – |
-12,517
| Closed | -$448K |
|
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Cypress Point Wealth Management's Q3 2025 Portfolio in Review
As of Q3 2025, Cypress Point Wealth Management held 87 positions worth $494M, up 20% from $411M the previous quarter. Its ten largest holdings account for 78% of the portfolio.
Cypress Point Wealth Management's Q3 2025 filing shows 8 new, 26 increased, 28 reduced and 5 closed positions. Its largest new stake was abrdn Physical Gold Shares ETF: 10,318 shares worth $380K. The largest sale was Palantir, an estimated $2.72M.
By sector, the portfolio is most concentrated in Technology at 46% of assets, up from 42% a quarter earlier, followed by Energy and Communication Services.
- Cypress Point Wealth Management's largest Q3 2025 buy was abrdn Physical Gold Shares ETF: 10,318 shares worth $380K.
- Cypress Point Wealth Management added most to Avantis US Large Cap Equity ETF in Q3 2025, an estimated $3.5M increase.
- Cypress Point Wealth Management's biggest Q3 2025 reduction was Palantir, cutting an estimated $2.72M.
- Cypress Point Wealth Management fully exited Rocket Lab Corp in Q3 2025, selling an estimated $448K.
- Cypress Point Wealth Management's ten largest holdings make up 78% of its $494M portfolio in Q3 2025.
- Cypress Point Wealth Management opened 8 new positions and closed 5 in Q3 2025.
- Cypress Point Wealth Management's portfolio value rose 20% quarter-over-quarter to $494M.
Based on Cypress Point Wealth Management's 13F filing for Q3 2025, filed 8 Oct 2025.