We are live on ! Find out more
CPWM

Cypress Point Wealth Management Portfolio holdings

AUM $492M
1-Year Est. Return 22.57%
This Fund
S&P 500
This Quarter Est. Return
+30.58%
1 Year Est. Return
+22.57%
3 Year Est. Return
+226.42%
5 Year Est. Return
+128.74%
10 Year Est. Return
–
AUM
$411M
AUM Growth
+$95.5M
Cap. Flow
+$12.8M
Cap. Flow %
3.13%
Top 10 Hldgs %
76.07%
Holding
81
New
13
Increased
30
Reduced
19
Closed
2

Top Buys

Rank Stock Value
1
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$9.69M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.39M
3
VB icon
Vanguard Small-Cap ETF
VB
+$1.9M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.22M
5
META icon
Meta Platforms (Facebook)
META
+$1.11M

Top Sells

Rank Stock Value
1
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$5.69M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.7M
3
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.57M
4
XOM icon
ExxonMobil
XOM
+$871K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$499K

Sector Composition

Rank Sector Weight
1 Technology 41.82%
2 Communication Services 1.39%
3 Energy 1.09%
4 Financials 0.82%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
1
Palantir
PLTR
$295B
$168M 40.92%
1,233,132
+3,940
+0.3% +$462K
DFAC icon
2
Dimensional US Core Equity 2 ETF
DFAC
$47.5B
$42.2M 10.26%
1,176,085
-50,984
-4% -$1.7M
AVLC icon
3
Avantis US Large Cap Equity ETF
AVLC
$1.34B
$26.4M 6.42%
371,291
-86,772
-19% -$5.69M
DCOR icon
4
Dimensional US Core Equity 1 ETF
DCOR
$3.28B
$15.2M 3.7%
227,308
+155,755
+218% +$9.69M
DFIC icon
5
Dimensional International Core Equity 2 ETF
DFIC
$14.5B
$14.3M 3.48%
460,415
+27,437
+6% +$804K
VOO icon
6
Vanguard S&P 500 ETF
VOO
$968B
$12.1M 2.94%
21,228
+8,357
+65% +$4.39M
VTI icon
7
Vanguard Total Stock Market ETF
VTI
$654B
$11.7M 2.84%
38,337
+4,351
+13% +$1.22M
DFUS
8
Dimensional US Equity ETF
DFUS
$20.7B
$11M 2.68%
164,500
-4,011
-2% -$248K
AVEM icon
9
Avantis Emerging Markets Equity ETF
AVEM
$24.9B
$6.17M 1.5%
90,040
+192
+0.2% +$12.1K
AVUS icon
10
Avantis US Equity ETF
AVUS
$13.8B
$5.43M 1.32%
53,887
+2,482
+5% +$232K
DFAU icon
11
Dimensional US Core Equity Market ETF
DFAU
$12.3B
$5.3M 1.29%
125,125
-39,984
-24% -$1.57M
XOM icon
12
ExxonMobil
XOM
$651B
$4.5M 1.09%
41,708
-8,144
-16% -$871K
META icon
13
Meta Platforms (Facebook)
META
$1.51T
$4.38M 1.07%
5,929
+1,799
+44% +$1.11M
AVDV icon
14
Avantis International Small Cap Value ETF
AVDV
$18.9B
$4.36M 1.06%
54,971
-2,304
-4% -$170K
SCHB icon
15
Schwab US Broad Market ETF
SCHB
$42.8B
$3.89M 0.95%
163,152
+690
+0.4% +$15.2K
SCHH icon
16
Schwab US REIT ETF
SCHH
$11.7B
$3.73M 0.91%
176,210
+9,476
+6% +$199K
AVDE icon
17
Avantis International Equity ETF
AVDE
$17.7B
$3.62M 0.88%
48,885
-432
-0.9% -$30.2K
MMIT icon
18
IQ MacKay Municipal Intermediate ETF
MMIT
$1.46B
$3.12M 0.76%
130,965
-4,189
-3% -$99.4K
IBMQ icon
19
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$655M
$3.04M 0.74%
119,536
– –
DFGR icon
20
Dimensional Global Real Estate ETF
DFGR
$3.87B
$3.03M 0.74%
112,836
+250
+0.2% +$6.56K
IBMN
21
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$3.02M 0.74%
113,000
– –
IBMR icon
22
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$462M
$3.02M 0.74%
119,718
– –
AVUV icon
23
Avantis US Small Cap Value ETF
AVUV
$29.7B
$2.85M 0.69%
31,279
-4,426
-12% -$381K
VNQI icon
24
Vanguard Global ex-US Real Estate ETF
VNQI
$3.46B
$2.84M 0.69%
61,556
– –
VXUS icon
25
Vanguard Total International Stock ETF
VXUS
$153B
$2.48M 0.6%
35,891
– –
1
2 3 4

Similar funds

CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $492M AUM 14.37% 1-Year Est. Return
NYLIC
New York Life Insurance Company New York $491M AUM 10.97% 1-Year Est. Return
FSA
Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return
BPIA
Broad Peak Investment Advisers Singapore $493M AUM 143.71% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
LBW
Landesbank Baden-Wuerttemberg Stuttgart Baden-Wuerttemberg, Germany $490M AUM
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return

Cypress Point Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Cypress Point Wealth Management held 81 positions worth $411M, up 30% from $315M the previous quarter. Its ten largest holdings account for 76% of the portfolio.

Cypress Point Wealth Management deployed $12.8M of net new capital in Q2 2025, opening 13 new positions and adding to 30 existing holdings. Its largest new stake was Vanguard Small-Cap ETF: 8,500 shares worth $2.01M.

By sector, the portfolio is most concentrated in Technology at 42% of assets, up from 34% a quarter earlier, followed by Communication Services and Energy.

On the sell side, the largest reduction was Avantis US Large Cap Equity ETF, an estimated $5.69M trimmed.

  • Cypress Point Wealth Management's largest Q2 2025 buy was Vanguard Small-Cap ETF: 8,500 shares worth $2.01M.
  • Cypress Point Wealth Management added most to Dimensional US Core Equity 1 ETF in Q2 2025, an estimated $9.69M increase.
  • Cypress Point Wealth Management's biggest Q2 2025 reduction was Avantis US Large Cap Equity ETF, cutting an estimated $5.69M.
  • Cypress Point Wealth Management fully exited RUM Group Inc in Q2 2025, selling an estimated $129K.
  • Cypress Point Wealth Management's ten largest holdings make up 76% of its $411M portfolio in Q2 2025.
  • Cypress Point Wealth Management opened 13 new positions and closed 2 in Q2 2025.
  • Cypress Point Wealth Management's portfolio value rose 30% quarter-over-quarter to $411M.

Based on Cypress Point Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.