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CPWM

Cypress Point Wealth Management Portfolio holdings

AUM $492M Turnover 39.39%
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
Cap. Flow
+$11.8M
Cap. Flow %
2.4%
Top 10 Hldgs %
65.88%
Holding
165
New
42
Increased
53
Reduced
35
Closed
23
Avg Time Held
1.4 years
Top 10 Avg Time Held
2.3 years
Top 20 Avg Time Held
2 years

Top Buys

Rank Stock Value
1
VTV icon
Vanguard Morningstar Value ETF
VTV
+$4.11M
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$3.69M
3
IBMR icon
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
+$3.04M
4
DE icon
Deere & Co
DE
+$2.18M
5
KLAC icon
KLA
KLAC
+$2.08M

Top Sells

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$5.18M
2
BND icon
Vanguard Total Bond Market
BND
+$4.19M
3
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$3.03M
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.6M
5
AVLC icon
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 Held Since
HON icon
151
Honeywell
HON
$65.8B
– –
-1,370
Closed -$310K –
IBTJ icon
152
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.49B
– –
-119,718
Closed -$3.03M –
IEFA icon
153
iShares Core MSCI EAFE ETF
IEFA
$189B
– –
-3,942
Closed -$357K –
INTU icon
154
Intuit
INTU
$83B
– –
-575
Closed -$249K –
POWL icon
155
Powell Industries
POWL
$6.18B
– –
-1,665
Closed -$300K –
PSX icon
156
Phillips 66
PSX
$119B
– –
-1,182
Closed -$215K –
RNXT icon
157
RenovoRx
RNXT
$50.5M
– –
-20,000
Closed -$20.2K –
SGOL icon
158
abrdn Physical Gold Shares ETF
SGOL
$6.85B
– –
-10,318
Closed -$460K –
TMO icon
159
Thermo Fisher Scientific
TMO
$249B
– –
-480
Closed -$236K –
TTD icon
160
Trade Desk
TTD
$5.76B
– –
-9,714
Closed -$220K –
UAMY icon
161
United States Antimony
UAMY
$418M
– –
-74,071
Closed -$647K –
UROY
162
Uranium Royalty Corp
UROY
$1.43B
– –
-17,835
Closed -$65.1K –
VYGR icon
163
Voyager Therapeutics
VYGR
$124M
– –
-10,235
Closed -$39.5K –
WULF icon
164
TeraWulf
WULF
$5.76B
– –
-21,676
Closed -$313K –
XOM icon
165
ExxonMobil
XOM
$728B
– –
-30,543
Closed -$5.18M –
3 4 5 6
7

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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.