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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
+0.61%
1 Year Est. Return
+22.57%
3 Year Est. Return
+226.42%
5 Year Est. Return
+128.74%
10 Year Est. Return
–
AUM
$458M
AUM Growth
-$36M
Cap. Flow
-$37M
Cap. Flow %
-8.07%
Top 10 Hldgs %
74.67%
Holding
95
New
13
Increased
38
Reduced
17
Closed
5

Top Buys

Rank Stock Value
1
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$3.03M
2
IBMS
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
+$2.99M
3
COP icon
ConocoPhillips
COP
+$2.66M
4
BND icon
Vanguard Total Bond Market
BND
+$2.47M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$2.2M

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$52.6M
2
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$3.03M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.71M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$1.65M
5
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$854K

Sector Composition

Rank Sector Weight
1 Technology 37.04%
2 Energy 1.7%
3 Communication Services 0.98%
4 Financials 0.82%
5 Consumer Staples 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAT icon
76
Dimensional US Targeted Value ETF
DFAT
$14.7B
$326K 0.07%
5,477
-2,839
-34% -$166K
EMXC icon
77
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.6B
$324K 0.07%
4,462
+84
+2% +$5.96K
BIL icon
78
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
$305K 0.07%
3,337
+46
+1% +$4.21K
KKR icon
79
KKR & Co
KKR
$95.7B
$296K 0.06%
2,325
– –
WULF icon
80
TeraWulf
WULF
$9.33B
$293K 0.06%
+25,500
New +$342K
VO icon
81
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$290K 0.06%
4,000
– –
BAC icon
82
Bank of America
BAC
$438B
$289K 0.06%
5,256
+1
+0% +$53
EEMV icon
83
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.47B
$286K 0.06%
4,460
– –
HOOD icon
84
Robinhood
HOOD
$81.2B
$267K 0.06%
2,359
– –
BNDX icon
85
Vanguard Total International Bond ETF
BNDX
$82B
$228K 0.05%
4,710
+122
+3% +$6.03K
REET icon
86
iShares Global REIT ETF
REET
$5.14B
$210K 0.05%
8,434
– –
PB icon
87
Prosperity Bancshares
PB
$9.02B
$207K 0.05%
+3,000
New +$202K
NVDA icon
88
NVIDIA
NVDA
$5.01T
$201K 0.04%
+1,075
New +$200K
FLD
89
Fold Holdings
FLD
$23.4M
$142K 0.03%
54,504
– –
RNXT icon
90
RenovoRx
RNXT
$47.8M
$16.8K ﹤0.01%
+20,000
New +$20K
AVRE icon
91
Avantis Real Estate ETF
AVRE
$877M
– –
-5,240
Closed -$233K
BX icon
92
Blackstone
BX
$108B
– –
-1,290
Closed -$220K
IBDQ
93
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
– –
-30,000
Closed -$756K
IBMN
94
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
– –
-113,000
Closed -$3.03M
SYY icon
95
Sysco
SYY
$40.7B
– –
-2,431
Closed -$200K
1 2 3
4

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CWM
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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
Landesbank Baden-Wuerttemberg Stuttgart Baden-Wuerttemberg, Germany $490M AUM
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return
LI
Lafayette Investments Ashton, Maryland $494M AUM 11.42% 1-Year Est. Return

Cypress Point Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Cypress Point Wealth Management held 95 positions worth $458M, down 7.3% from $494M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Cypress Point Wealth Management withdrew a net $37M in Q4 2025, closing 5 positions and reducing 17 holdings. Its most notable exit was iShares iBonds Dec 2025 Term Muni Bond ETF, an estimated $3.03M position sold in full.

By sector, the portfolio is most concentrated in Technology at 37% of assets, down from 46% a quarter earlier, followed by Energy and Communication Services.

Against the trend, Cypress Point Wealth Management opened a new position in iShares iBonds Dec 2030 Term Muni Bond ETF worth $3M.

  • Cypress Point Wealth Management's largest Q4 2025 buy was iShares iBonds Dec 2030 Term Muni Bond ETF: 115,000 shares worth $3M.
  • Cypress Point Wealth Management added most to Avantis US Large Cap Equity ETF in Q4 2025, an estimated $3.03M increase.
  • Cypress Point Wealth Management's biggest Q4 2025 reduction was Palantir, cutting an estimated $52.6M.
  • Cypress Point Wealth Management fully exited iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2025, selling an estimated $3.03M.
  • Cypress Point Wealth Management's ten largest holdings make up 75% of its $458M portfolio in Q4 2025.
  • Cypress Point Wealth Management opened 13 new positions and closed 5 in Q4 2025.
  • Cypress Point Wealth Management's portfolio value fell 7.3% quarter-over-quarter to $458M.

Based on Cypress Point Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.