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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
+2.67%
1 Year Est. Return
+22.57%
3 Year Est. Return
+226.42%
5 Year Est. Return
+128.74%
10 Year Est. Return
–
AUM
$315M
AUM Growth
-$5.85M
Cap. Flow
-$15.3M
Cap. Flow %
-4.86%
Top 10 Hldgs %
72.79%
Holding
71
New
2
Increased
21
Reduced
25
Closed
3

Top Buys

Rank Stock Value
1
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$8.96M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.64M
3
DFUS
Dimensional US Equity ETF
DFUS
+$3.25M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.19M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$662K

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$24.1M
2
TSLA icon
Tesla
TSLA
+$6.2M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.91M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$611K
5
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$590K

Sector Composition

Rank Sector Weight
1 Miscellaneous 61.9%
2 Technology 33.98%
3 Energy 1.88%
4 Communication Services 1.01%
5 Financials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
1
Palantir
PLTR
$448B
$104M 32.91%
1,229,192
-274,311
-18% -$24.1M
DFAC icon
2
Dimensional US Core Equity 2 ETF
DFAC
$49.3B
$40.5M 12.84%
1,227,069
+104,871
+9% +$3.64M
AVLC icon
3
Avantis US Large Cap Equity ETF
AVLC
$1.46B
$29.4M 9.33%
458,063
+131,888
+40% +$8.96M
DFIC icon
4
Dimensional International Core Equity 2 ETF
DFIC
$15.4B
$12M 3.81%
432,978
+24,259
+6% +$662K
DFUS
5
Dimensional US Equity ETF
DFUS
$21.6B
$10.2M 3.23%
168,511
+50,881
+43% +$3.25M
VTI icon
6
Vanguard Morningstar Total Stock Market ETF
VTI
$687B
$9.34M 2.96%
33,986
-273
-0.8% -$79.3K
VOO icon
7
Vanguard S&P 500 ETF
VOO
$1.03T
$6.61M 2.1%
12,871
-3,538
-22% -$1.91M
DFAU icon
8
Dimensional US Core Equity Market ETF
DFAU
$12.8B
$6.35M 2.01%
165,109
-3,703
-2% -$150K
XOM icon
9
ExxonMobil
XOM
$644B
$5.93M 1.88%
49,852
-3,791
-7% -$419K
AVEM icon
10
Avantis Emerging Markets Equity ETF
AVEM
$28B
$5.41M 1.71%
89,848
-1,127
-1% -$67.8K
AVUS icon
11
Avantis US Equity ETF
AVUS
$14.5B
$4.75M 1.51%
51,405
+1,562
+3% +$152K
DCOR icon
12
Dimensional US Core Equity 1 ETF
DCOR
$3.5B
$4.39M 1.39%
71,553
+6,333
+10% +$408K
AVDV icon
13
Avantis International Small Cap Value ETF
AVDV
$20.3B
$3.99M 1.27%
57,275
+331
+0.6% +$22.5K
SCHH icon
14
Schwab US REIT ETF
SCHH
$11.3B
$3.59M 1.14%
166,734
+9,458
+6% +$202K
SCHB icon
15
Schwab US Broad Market ETF
SCHB
$44.7B
$3.5M 1.11%
162,462
-9,949
-6% -$226K
AVDE icon
16
Avantis International Equity ETF
AVDE
$19B
$3.27M 1.04%
49,317
+645
+1% +$42K
MMIT icon
17
NYLIM MacKay Muni Intermediate ETF
MMIT
$1.45B
$3.24M 1.03%
135,154
+2,696
+2% +$65K
AVUV icon
18
Avantis US Small Cap Value ETF
AVUV
$31.3B
$3.11M 0.99%
35,705
-4,045
-10% -$380K
IBMQ icon
19
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$666M
$3.02M 0.96%
119,536
– –
IBMN
20
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$3.02M 0.96%
113,000
– –
IBMR icon
21
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$479M
$3M 0.95%
119,718
– –
DFGR icon
22
Dimensional Global Real Estate ETF
DFGR
$3.81B
$2.96M 0.94%
112,586
+18,748
+20% +$489K
VNQI icon
23
Vanguard Global ex-US Real Estate ETF
VNQI
$3.49B
$2.49M 0.79%
61,556
-2,643
-4% -$106K
BRK.A icon
24
Berkshire Hathaway Class A
BRK.A
$1.08T
$2.4M 0.76%
+3
New +$2.19M
META icon
25
Meta Platforms (Facebook)
META
$1.47T
$2.38M 0.76%
4,130
-60
-1% -$38.7K
1
2 3

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Cypress Point Wealth Management's Q1 2025 Portfolio in Review

As of Q1 2025, Cypress Point Wealth Management held 71 positions worth $315M, down 1.8% from $321M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Cypress Point Wealth Management withdrew a net $15.3M in Q1 2025, closing 3 positions and reducing 25 holdings. Its most notable exit was Tesla, an estimated $6.2M position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 62% of assets, up from 58% a quarter earlier, followed by Technology and Energy.

Against the trend, Cypress Point Wealth Management opened a new position in Berkshire Hathaway Class A worth $2.4M.

  • Cypress Point Wealth Management's largest Q1 2025 buy was Berkshire Hathaway Class A: 3 shares worth $2.4M.
  • Cypress Point Wealth Management added most to Avantis US Large Cap Equity ETF in Q1 2025, an estimated $8.96M increase.
  • Cypress Point Wealth Management's biggest Q1 2025 reduction was Palantir, cutting an estimated $24.1M.
  • Cypress Point Wealth Management fully exited Tesla in Q1 2025, selling an estimated $6.2M.
  • Cypress Point Wealth Management's ten largest holdings make up 73% of its $315M portfolio in Q1 2025.
  • Cypress Point Wealth Management opened 2 new positions and closed 3 in Q1 2025.
  • Cypress Point Wealth Management's portfolio value fell 1.8% quarter-over-quarter to $315M.

Based on Cypress Point Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.