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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
+18.92%
1 Year Est. Return
+22.57%
3 Year Est. Return
+226.42%
5 Year Est. Return
+128.74%
10 Year Est. Return
–
AUM
$494M
AUM Growth
+$83.4M
Cap. Flow
+$10.4M
Cap. Flow %
2.1%
Top 10 Hldgs %
78.4%
Holding
87
New
8
Increased
26
Reduced
28
Closed
5

Top Buys

Rank Stock Value
1
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$3.5M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.25M
3
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$3.06M
4
DFUS
Dimensional US Equity ETF
DFUS
+$1.9M
5
BND icon
Vanguard Total Bond Market
BND
+$1.12M

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$2.72M
2
META icon
Meta Platforms (Facebook)
META
+$1.6M
3
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$1.09M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$997K
5
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$503K

Sector Composition

Rank Sector Weight
1 Miscellaneous 51.51%
2 Technology 45.62%
3 Energy 0.95%
4 Communication Services 0.84%
5 Financials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
1
Palantir
PLTR
$448B
$222M 44.9%
1,216,357
-16,775
-1% -$2.72M
DFAC icon
2
Dimensional US Core Equity 2 ETF
DFAC
$49.3B
$48.7M 9.86%
1,263,305
+87,220
+7% +$3.25M
AVLC icon
3
Avantis US Large Cap Equity ETF
AVLC
$1.46B
$32M 6.48%
418,718
+47,427
+13% +$3.5M
DCOR icon
4
Dimensional US Core Equity 1 ETF
DCOR
$3.5B
$16.4M 3.32%
228,390
+1,082
+0.5% +$75.3K
DFIC icon
5
Dimensional International Core Equity 2 ETF
DFIC
$15.4B
$16.1M 3.25%
489,961
+29,546
+6% +$943K
DFUS
6
Dimensional US Equity ETF
DFUS
$21.6B
$13.9M 2.81%
191,807
+27,307
+17% +$1.9M
VOO icon
7
Vanguard S&P 500 ETF
VOO
$1.03T
$12.9M 2.62%
21,141
-87
-0.4% -$51.3K
VTI icon
8
Vanguard Morningstar Total Stock Market ETF
VTI
$687B
$12.5M 2.54%
38,238
-99
-0.3% -$31.3K
AVEM icon
9
Avantis Emerging Markets Equity ETF
AVEM
$28B
$6.88M 1.39%
91,605
+1,565
+2% +$112K
VNQI icon
10
Vanguard Global ex-US Real Estate ETF
VNQI
$3.49B
$6.05M 1.23%
126,814
+65,258
+106% +$3.06M
AVUS icon
11
Avantis US Equity ETF
AVUS
$14.5B
$5.85M 1.18%
53,774
-113
-0.2% -$11.9K
DFAU icon
12
Dimensional US Core Equity Market ETF
DFAU
$12.8B
$5.62M 1.14%
122,772
-2,353
-2% -$104K
XOM icon
13
ExxonMobil
XOM
$644B
$4.7M 0.95%
41,708
– –
AVDV icon
14
Avantis International Small Cap Value ETF
AVDV
$20.3B
$4.46M 0.9%
50,101
-4,870
-9% -$409K
SCHH icon
15
Schwab US REIT ETF
SCHH
$11.3B
$4.21M 0.85%
195,361
+19,151
+11% +$408K
SCHB icon
16
Schwab US Broad Market ETF
SCHB
$44.7B
$3.87M 0.78%
150,524
-12,628
-8% -$313K
AVDE icon
17
Avantis International Equity ETF
AVDE
$19B
$3.86M 0.78%
48,885
– –
VXUS icon
18
Vanguard Total International Stock ETF
VXUS
$163B
$3.22M 0.65%
43,844
+7,953
+22% +$565K
MMIT icon
19
NYLIM MacKay Muni Intermediate ETF
MMIT
$1.45B
$3.17M 0.64%
130,545
-420
-0.3% -$10.1K
IBMQ icon
20
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$666M
$3.06M 0.62%
119,536
– –
IBMR icon
21
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$479M
$3.06M 0.62%
119,718
– –
IBMN
22
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$3.03M 0.61%
113,000
– –
BND icon
23
Vanguard Total Bond Market
BND
$161B
$2.89M 0.59%
38,879
+15,243
+64% +$1.12M
META icon
24
Meta Platforms (Facebook)
META
$1.47T
$2.77M 0.56%
3,774
-2,155
-36% -$1.6M
AVSC icon
25
Avantis US Small Cap Equity ETF
AVSC
$3.17B
$2.75M 0.56%
48,018
+5,777
+14% +$319K
1
2 3 4

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Cypress Point Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Cypress Point Wealth Management held 87 positions worth $494M, up 20% from $411M the previous quarter. Its ten largest holdings account for 78% of the portfolio.

Cypress Point Wealth Management's Q3 2025 filing shows 8 new, 26 increased, 28 reduced and 5 closed positions. Its largest new stake was abrdn Physical Gold Shares ETF: 10,318 shares worth $380K. The largest sale was Palantir, an estimated $2.72M.

By sector, the portfolio is most concentrated in Miscellaneous at 52% of assets, down from 54% a quarter earlier, followed by Technology and Energy.

  • Cypress Point Wealth Management's largest Q3 2025 buy was abrdn Physical Gold Shares ETF: 10,318 shares worth $380K.
  • Cypress Point Wealth Management added most to Avantis US Large Cap Equity ETF in Q3 2025, an estimated $3.5M increase.
  • Cypress Point Wealth Management's biggest Q3 2025 reduction was Palantir, cutting an estimated $2.72M.
  • Cypress Point Wealth Management fully exited Rocket Lab Corp in Q3 2025, selling an estimated $448K.
  • Cypress Point Wealth Management's ten largest holdings make up 78% of its $494M portfolio in Q3 2025.
  • Cypress Point Wealth Management opened 8 new positions and closed 5 in Q3 2025.
  • Cypress Point Wealth Management's portfolio value rose 20% quarter-over-quarter to $494M.

Based on Cypress Point Wealth Management's 13F filing for Q3 2025, filed 8 Oct 2025.