We are live on
!
Find out more
CPWM
Cypress Point Wealth Management Portfolio holdings
AUM
$492M
1-Year Est. Return
22.57%
This Fund
S&P 500
This Quarter
Est. Return
-5.48%
1 Year Est. Return
+22.57%
3 Year Est. Return
+226.42%
5 Year Est. Return
+128.74%
10 Year Est. Return
–
AUM
$464M
AUM Growth
+$6.11M
(+1.3%)
Cap. Flow
+$38.2M
Cap. Flow
% of AUM
8.23%
Top 10 Holdings %
Top 10 Hldgs %
69.84%
Holding
132
New
42
Increased
45
Reduced
19
Closed
9
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$4.82M |
| 2 |
DFUS
Dimensional US Equity ETF
DFUS
|
+$4.03M |
| 3 |
Vanguard Morningstar Value ETF
VTV
|
+$3.54M |
| 4 |
Avantis US Large Cap Equity ETF
AVLC
|
+$3.17M |
| 5 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$2.86M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
|
+$3.04M |
| 2 |
ConocoPhillips
COP
|
+$2.75M |
| 3 |
ExxonMobil
XOM
|
+$1.63M |
| 4 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$1.43M |
| 5 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
+$1.02M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.95% |
| 2 | Communication Services | 1.68% |
| 3 | Energy | 1.23% |
| 4 | Financials | 1.23% |
| 5 | Consumer Discretionary | 0.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Cisco
CSCO
$477B
| $364K | 0.08% |
+4,689
| New | +$367K |
|
|
ARTY
77
iShares Future AI & Tech ETF
ARTY
$3.84B
| $359K | 0.08% |
7,722
| – | – |
|
78
iShares Core MSCI EAFE ETF
IEFA
$193B
| $357K | 0.08% |
3,942
-1,000
| -20% | -$93.3K |
|
79
Travelers Companies
TRV
$78.8B
| $354K | 0.08% |
+1,213
| New | +$355K |
|
80
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.3B
| $351K | 0.08% |
4,462
| – | – |
|
81
Eli Lilly
LLY
$997B
| $348K | 0.07% |
+378
| New | +$383K |
|
82
Merck
MRK
$318B
| $347K | 0.07% |
+2,883
| New | +$333K |
|
83
Dimensional US Targeted Value ETF
DFAT
$14.9B
| $338K | 0.07% |
5,407
-70
| -1% | -$4.45K |
|
84
CrowdStrike
CRWD
$213B
| $335K | 0.07% |
3,436
+192
| +6% | +$20.3K |
|
85
Vanguard FTSE Emerging Markets ETF
VWO
$123B
| $327K | 0.07% |
6,047
-650
| -10% | -$36.4K |
|
86
GE Vernova
GEV
$270B
| $325K | 0.07% |
+372
| New | +$290K |
|
87
TeraWulf
WULF
$9.42B
| $313K | 0.07% |
21,676
-3,824
| -15% | -$56.7K |
|
88
Dimensional US Real Estate ETF
DFAR
$1.78B
| $310K | 0.07% |
+13,100
| New | +$315K |
|
89
Honeywell
HON
$78.9B
| $310K | 0.07% |
+1,370
| New | +$313K |
|
90
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
| $308K | 0.07% |
3,356
+19
| +0.6% | +$1.74K |
|
91
Allstate
ALL
$67.4B
| $302K | 0.07% |
+1,455
| New | +$298K |
|
92
Powell Industries
POWL
$7.65B
| $300K | 0.06% |
+1,665
| New | +$272K |
|
93
Citigroup
C
$229B
| $298K | 0.06% |
+2,627
| New | +$299K |
|
|
DFMC
94
U.S. Micro Cap Portfolio ETF
DFMC
$174M
| $295K | 0.06% |
+5,800
| New | +$292K |
|
95
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.55B
| $289K | 0.06% |
4,460
| – | – |
|
96
Vanguard Morningstar Mid-Cap ETF
VO
$109B
| $287K | 0.06% |
4,000
| – | – |
|
97
JPMorgan Chase
JPM
$956B
| $282K | 0.06% |
+959
| New | +$291K |
|
98
Booking.com
BKNG
$150B
| $282K | 0.06% |
+1,675
| New | +$308K |
|
99
Abbott
ABT
$183B
| $279K | 0.06% |
+2,715
| New | +$307K |
|
100
Accenture
ACN
$103B
| $273K | 0.06% |
+1,379
| New | +$321K |
|
Similar funds
CWM
NYLIC
FSA
MA
IP
LBW
LI
GCM
Cypress Point Wealth Management's Q1 2026 Portfolio in Review
As of Q1 2026, Cypress Point Wealth Management held 132 positions worth $464M, up 1.3% from $458M the previous quarter. Its ten largest holdings account for 70% of the portfolio.
Cypress Point Wealth Management deployed $38.2M of net new capital in Q1 2026, opening 42 new positions and adding to 45 existing holdings. Its largest new stake was iShares iBonds Dec 2029 Term Treasury ETF: 119,718 shares worth $3.03M.
By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 37% a quarter earlier, followed by Communication Services and Energy.
On the sell side, the largest reduction was ExxonMobil, an estimated $1.63M trimmed.
- Cypress Point Wealth Management's largest Q1 2026 buy was iShares iBonds Dec 2029 Term Treasury ETF: 119,718 shares worth $3.03M.
- Cypress Point Wealth Management added most to Apple in Q1 2026, an estimated $4.82M increase.
- Cypress Point Wealth Management's biggest Q1 2026 reduction was ExxonMobil, cutting an estimated $1.63M.
- Cypress Point Wealth Management fully exited iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2026, selling an estimated $3.04M.
- Cypress Point Wealth Management's ten largest holdings make up 70% of its $464M portfolio in Q1 2026.
- Cypress Point Wealth Management opened 42 new positions and closed 9 in Q1 2026.
- Cypress Point Wealth Management's portfolio value rose 1.3% quarter-over-quarter to $464M.
Based on Cypress Point Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.