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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
Cap. Flow
+$11.8M
Cap. Flow %
2.4%
Top 10 Hldgs %
65.88%
Holding
165
New
42
Increased
53
Reduced
35
Closed
23

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 Technology 28.09%
2 Communication Services 1.64%
3 Financials 1.56%
4 Industrials 1.14%
5 Consumer Discretionary 0.88%

No holdings matched the selected filter criteria.

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 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.