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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 | |
|---|---|---|---|---|---|---|
126
Etsy
ETSY
$7.67B
| $236K | 0.05% |
+3,138
| New | +$202K |
|
127
Elevance Health
ELV
$85.5B
| $236K | 0.05% |
+610
| New | +$226K |
|
128
Vanguard Total International Bond ETF
BNDX
$82.5B
| $231K | 0.05% |
4,764
+33
| +0.7% | +$1.59K |
|
129
Oracle
ORCL
$435B
| $230K | 0.05% |
+1,571
| New | +$285K |
|
130
United Airlines
UAL
$35.9B
| $224K | 0.05% |
+1,649
| New | +$171K |
|
131
Intel
INTC
$473B
| $221K | 0.05% |
+1,585
| New | +$160K |
|
132
Argan
AGX
$5.86B
| $216K | 0.04% |
+270
| New | +$180K |
|
133
iShares Russell Mid-Cap ETF
IWR
$57.1B
| $214K | 0.04% |
+1,937
| New | +$204K |
|
134
Exelon
EXC
$45.3B
| $212K | 0.04% |
+4,553
| New | +$211K |
|
135
Mueller Industries
MLI
$13.9B
| $209K | 0.04% |
+3,402
| New | +$223K |
|
136
Moody's
MCO
$89.2B
| $208K | 0.04% |
+460
| New | +$207K |
|
137
GE Aerospace
GE
$355B
| $208K | 0.04% |
556
-302
| -35% | -$94.6K |
|
138
H&R Block
HRB
$6.47B
| $205K | 0.04% |
+5,378
| New | +$187K |
|
139
Booking.com
BKNG
$155B
| $202K | 0.04% |
1,133
-542
| -32% | -$92.5K |
|
140
Vornado Realty Trust
VNO
$7.13B
| $202K | 0.04% |
+5,135
| New | +$166K |
|
141
BellRing Brands
BRBR
$1.24B
| $137K | 0.03% |
+10,556
| New | +$127K |
|
|
FLD
142
Fold Holdings
FLD
$29.1M
| $24.3K | ﹤0.01% |
53,604
| – | – |
|
143
Abbott
ABT
$195B
| – | – |
-2,715
| Closed | -$279K |
|
144
Accenture
ACN
$116B
| – | – |
-1,379
| Closed | -$273K |
|
145
Agnico Eagle Mines
AEM
$104B
| – | – |
-1,023
| Closed | -$208K |
|
146
Arrowhead Research
ARWR
$12B
| – | – |
-11,200
| Closed | -$702K |
|
147
AST SpaceMobile
ASTS
$17.4B
| – | – |
-8,000
| Closed | -$663K |
|
148
Clarivate
CLVT
$1.29B
| – | – |
-12,269
| Closed | -$31K |
|
149
Gilead Sciences
GILD
$181B
| – | – |
-1,450
| Closed | -$202K |
|
150
Home Depot
HD
$329B
| – | – |
-720
| Closed | -$237K |
|
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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.