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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
+0.61%
1 Year Est. Return
+22.57%
3 Year Est. Return
+226.42%
5 Year Est. Return
+128.74%
10 Year Est. Return
–
AUM
$458M
AUM Growth
-$36M
Cap. Flow
-$37M
Cap. Flow %
-8.07%
Top 10 Hldgs %
74.67%
Holding
95
New
13
Increased
38
Reduced
17
Closed
5

Top Buys

Rank Stock Value
1
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$3.03M
2
IBMS
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
+$2.99M
3
COP icon
ConocoPhillips
COP
+$2.66M
4
BND icon
Vanguard Total Bond Market
BND
+$2.47M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$2.2M

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$52.6M
2
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$3.03M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.71M
4
MMIT icon
NYLIM MacKay Muni Intermediate ETF
MMIT
+$1.65M
5
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$854K

Sector Composition

Rank Sector Weight
1 Miscellaneous 58.84%
2 Technology 37.04%
3 Energy 1.7%
4 Communication Services 0.98%
5 Financials 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
1
Palantir
PLTR
$419B
$165M 35.92%
925,880
-290,477
-24% -$52.6M
DFAC icon
2
Dimensional US Core Equity 2 ETF
DFAC
$49.5B
$51.7M 11.29%
1,306,938
+43,633
+3% +$1.7M
AVLC icon
3
Avantis US Large Cap Equity ETF
AVLC
$1.48B
$36M 7.86%
457,783
+39,065
+9% +$3.03M
DCOR icon
4
Dimensional US Core Equity 1 ETF
DCOR
$3.55B
$17.4M 3.8%
236,146
+7,756
+3% +$564K
DFIC icon
5
Dimensional International Core Equity 2 ETF
DFIC
$15.6B
$17.3M 3.77%
501,885
+11,924
+2% +$398K
DFUS
6
Dimensional US Equity ETF
DFUS
$21.7B
$16.3M 3.56%
219,843
+28,036
+15% +$2.06M
VTI icon
7
Vanguard Morningstar Total Stock Market ETF
VTI
$693B
$12M 2.61%
35,672
-2,566
-7% -$854K
VOO icon
8
Vanguard S&P 500 ETF
VOO
$1.05T
$11.5M 2.52%
18,383
-2,758
-13% -$1.71M
VNQI icon
9
Vanguard Global ex-US Real Estate ETF
VNQI
$3.49B
$7.95M 1.74%
173,423
+46,609
+37% +$2.2M
AVEM icon
10
Avantis Emerging Markets Equity ETF
AVEM
$28.9B
$7.39M 1.61%
95,938
+4,333
+5% +$332K
DFAU icon
11
Dimensional US Core Equity Market ETF
DFAU
$12.9B
$5.73M 1.25%
122,462
-310
-0.3% -$14.4K
AVUS icon
12
Avantis US Equity ETF
AVUS
$14.6B
$5.59M 1.22%
50,025
-3,749
-7% -$413K
BND icon
13
Vanguard Total Bond Market
BND
$163B
$5.33M 1.16%
72,005
+33,126
+85% +$2.47M
XOM icon
14
ExxonMobil
XOM
$656B
$5.02M 1.1%
41,708
– –
AVDV icon
15
Avantis International Small Cap Value ETF
AVDV
$20.7B
$4.71M 1.03%
50,147
+46
+0.1% +$4.17K
SCHH icon
16
Schwab US REIT ETF
SCHH
$11.2B
$4.42M 0.97%
211,763
+16,402
+8% +$348K
AVDE icon
17
Avantis International Equity ETF
AVDE
$19.4B
$4.07M 0.89%
49,469
+584
+1% +$46.8K
SCHB icon
18
Schwab US Broad Market ETF
SCHB
$44.8B
$3.61M 0.79%
137,572
-12,952
-9% -$337K
VXUS icon
19
Vanguard Total International Stock ETF
VXUS
$167B
$3.34M 0.73%
44,299
+455
+1% +$34K
IBMQ icon
20
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$667M
$3.06M 0.67%
119,536
– –
IBMR icon
21
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$481M
$3.04M 0.66%
119,718
– –
IBMS
22
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$339M
$3M 0.65%
+115,000
New +$2.99M
AVSC icon
23
Avantis US Small Cap Equity ETF
AVSC
$3.13B
$3M 0.65%
51,000
+2,982
+6% +$173K
COP icon
24
ConocoPhillips
COP
$161B
$2.75M 0.6%
+29,389
New +$2.66M
META icon
25
Meta Platforms (Facebook)
META
$1.57T
$2.72M 0.59%
4,114
+340
+9% +$227K
1
2 3 4

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UWP
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Cypress Point Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Cypress Point Wealth Management held 95 positions worth $458M, down 7.3% from $494M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Cypress Point Wealth Management withdrew a net $37M in Q4 2025, closing 5 positions and reducing 17 holdings. Its most notable exit was iShares iBonds Dec 2025 Term Muni Bond ETF, an estimated $3.03M position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 59% of assets, up from 52% a quarter earlier, followed by Technology and Energy.

Against the trend, Cypress Point Wealth Management opened a new position in iShares iBonds Dec 2030 Term Muni Bond ETF worth $3M.

  • Cypress Point Wealth Management's largest Q4 2025 buy was iShares iBonds Dec 2030 Term Muni Bond ETF: 115,000 shares worth $3M.
  • Cypress Point Wealth Management added most to Avantis US Large Cap Equity ETF in Q4 2025, an estimated $3.03M increase.
  • Cypress Point Wealth Management's biggest Q4 2025 reduction was Palantir, cutting an estimated $52.6M.
  • Cypress Point Wealth Management fully exited iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2025, selling an estimated $3.03M.
  • Cypress Point Wealth Management's ten largest holdings make up 75% of its $458M portfolio in Q4 2025.
  • Cypress Point Wealth Management opened 13 new positions and closed 5 in Q4 2025.
  • Cypress Point Wealth Management's portfolio value fell 7.3% quarter-over-quarter to $458M.

Based on Cypress Point Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.