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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
(+5.9%)
Cap. Flow
+$11.8M
Cap. Flow
% of AUM
2.4%
Top 10 Holdings %
Top 10 Hldgs %
65.88%
Holding
165
New
42
Increased
53
Reduced
35
Closed
23
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Value ETF
VTV
|
+$4.11M |
| 2 |
Vanguard Core Bond ETF
VCRB
|
+$3.69M |
| 3 |
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
|
+$3.04M |
| 4 |
Deere & Co
DE
|
+$2.18M |
| 5 |
KLA
KLAC
|
+$2.08M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$5.18M |
| 2 |
Vanguard Total Bond Market
BND
|
+$4.19M |
| 3 |
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
|
+$3.03M |
| 4 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$1.6M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Qualcomm
QCOM
$175B
| $314K | 0.06% |
+1,699
| New | +$318K |
|
102
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
| $310K | 0.06% |
3,385
+29
| +0.9% | +$2.65K |
|
103
Merck
MRK
$366B
| $301K | 0.06% |
2,343
-540
| -19% | -$63.2K |
|
104
Western Digital
WDC
$166B
| $300K | 0.06% |
+469
| New | +$228K |
|
105
Enterprise Products Partners
EPD
$84.3B
| $294K | 0.06% |
+8,011
| New | +$302K |
|
106
Applovin
APP
$106B
| $291K | 0.06% |
+564
| New | +$272K |
|
107
Valero Energy
VLO
$101B
| $288K | 0.06% |
+1,104
| New | +$272K |
|
108
Constellation Energy
CEG
$98.1B
| $283K | 0.06% |
+1,139
| New | +$321K |
|
109
Robinhood
HOOD
$93.7B
| $280K | 0.06% |
+2,792
| New | +$234K |
|
110
American Express
AXP
$225B
| $279K | 0.06% |
825
+84
| +11% | +$26.9K |
|
111
Sysco
SYY
$39.3B
| $276K | 0.06% |
+3,306
| New | +$250K |
|
112
Altria Group
MO
$115B
| $275K | 0.06% |
+3,817
| New | +$266K |
|
113
CVS Health
CVS
$119B
| $274K | 0.06% |
+2,649
| New | +$236K |
|
114
Marathon Petroleum
MPC
$104B
| $268K | 0.05% |
+1,049
| New | +$258K |
|
115
Dimensional US Targeted Value ETF
DFAT
$14.6B
| $267K | 0.05% |
3,817
-1,590
| -29% | -$106K |
|
116
Simon Property Group
SPG
$69.4B
| $266K | 0.05% |
+1,190
| New | +$245K |
|
117
Uber
UBER
$161B
| $263K | 0.05% |
3,649
+821
| +29% | +$60.2K |
|
118
NextEra Energy
NEE
$171B
| $263K | 0.05% |
+3,000
| New | +$271K |
|
119
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.65B
| $263K | 0.05% |
3,495
-965
| -22% | -$69.5K |
|
120
Goldman Sachs
GS
$301B
| $261K | 0.05% |
+258
| New | +$252K |
|
121
State Street Technology Select Sector SPDR ETF
XLK
$121B
| $258K | 0.05% |
+1,354
| New | +$231K |
|
122
Chevron
CVX
$396B
| $250K | 0.05% |
1,509
+264
| +21% | +$49.1K |
|
123
KKR & Co
KKR
$97.6B
| $249K | 0.05% |
2,716
+64
| +2% | +$6.21K |
|
124
Seagate
STX
$188B
| $248K | 0.05% |
+257
| New | +$196K |
|
125
Vertiv
VRT
$99B
| $247K | 0.05% |
+737
| New | +$234K |
|
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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.