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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
-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
Cap. Flow
+$38.2M
Cap. Flow %
8.23%
Top 10 Hldgs %
69.84%
Holding
132
New
42
Increased
45
Reduced
19
Closed
9

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$4.82M
2
DFUS
Dimensional US Equity ETF
DFUS
+$4.03M
3
VTV icon
Vanguard Morningstar Value ETF
VTV
+$3.54M
4
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$3.17M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.86M

Top Sells

Rank Stock Value
1
IBMR icon
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
+$3.04M
2
COP icon
ConocoPhillips
COP
+$2.75M
3
XOM icon
ExxonMobil
XOM
+$1.63M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$1.43M
5
IBDT icon
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
IBDR icon
126
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.39B
– –
-59,000
Closed -$1.43M
IBDS icon
127
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.84B
– –
-35,000
Closed -$850K
IBDT icon
128
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
– –
-40,000
Closed -$1.02M
IBMR icon
129
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$468M
– –
-119,718
Closed -$3.04M
PB icon
130
Prosperity Bancshares
PB
$8.98B
– –
-3,000
Closed -$207K
QQQ icon
131
Invesco QQQ Trust
QQQ
$485B
– –
-796
Closed -$489K
REET icon
132
iShares Global REIT ETF
REET
$5.12B
– –
-8,434
Closed -$210K
2 3 4 5
6

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FSA
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MA
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IP
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LI
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GCM
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SAS
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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.