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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 | Technology | 28.09% |
| 2 | Communication Services | 1.64% |
| 3 | Financials | 1.56% |
| 4 | Industrials | 1.14% |
| 5 | Consumer Discretionary | 0.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Honeywell
HON
$76.1B
| – | – |
-1,370
| Closed | -$310K |
|
|
152
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.31B
| – | – |
-119,718
| Closed | -$3.03M |
|
153
iShares Core MSCI EAFE ETF
IEFA
$189B
| – | – |
-3,942
| Closed | -$357K |
|
154
Intuit
INTU
$86.8B
| – | – |
-575
| Closed | -$249K |
|
155
Powell Industries
POWL
$7.77B
| – | – |
-1,665
| Closed | -$300K |
|
156
Phillips 66
PSX
$84.6B
| – | – |
-1,182
| Closed | -$215K |
|
157
RenovoRx
RNXT
$42.8M
| – | – |
-20,000
| Closed | -$20.2K |
|
158
abrdn Physical Gold Shares ETF
SGOL
$6.87B
| – | – |
-10,318
| Closed | -$460K |
|
159
Thermo Fisher Scientific
TMO
$211B
| – | – |
-480
| Closed | -$236K |
|
160
Trade Desk
TTD
$8.58B
| – | – |
-9,714
| Closed | -$220K |
|
161
United States Antimony
UAMY
$750M
| – | – |
-74,071
| Closed | -$647K |
|
|
UROY
162
Uranium Royalty Corp
UROY
$1.32B
| – | – |
-17,835
| Closed | -$65.1K |
|
163
Voyager Therapeutics
VYGR
$185M
| – | – |
-10,235
| Closed | -$39.5K |
|
164
TeraWulf
WULF
$8.82B
| – | – |
-21,676
| Closed | -$313K |
|
|
165
ExxonMobil
XOM
$637B
| – | – |
-30,543
| Closed | -$5.18M |
|
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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 Technology at 28% of assets, down from 33% a quarter earlier, followed by Communication Services and Financials.
- 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.