CFP
USEW

Cypress Financial Planning’s Cambria US EW ETF USEW Stock Holding History

Cypress Financial Planning’s Portfolio USEW Stock Details USEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$507K Hold
9,073
– – 0.12% 64
2026
Q1 		$443K Hold
9,073
– – 0.12% 65
2025
Q4 		$461K Buy
+9,073
New +$464K 0.13% 65

Other funds holding USEW

CWM
Clearview Wealth Management Irvine, California $156M AUM
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Cypress Financial Planning's USEW Position: Q2 2026 in Review

Cypress Financial Planning held its Cambria US EW ETF (USEW) position steady in Q2 2026 at 9,073 shares worth $507K. The position accounts for 0.12% of the portfolio, ranked #64.

Cypress Financial Planning first reported a position in USEW in Q4 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold USEW as of Q2 2026.

  • Cypress Financial Planning held 9,073 shares of Cambria US EW ETF worth $507K as of Q2 2026.
  • Cypress Financial Planning left its Cambria US EW ETF share count unchanged in Q2 2026.
  • Cambria US EW ETF made up 0.12% of Cypress Financial Planning's portfolio in Q2 2026, its #64 holding.
  • Cypress Financial Planning first reported a position in Cambria US EW ETF in Q4 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held Cambria US EW ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.