We are live on ! Find out more
CFP

Cypress Financial Planning Portfolio holdings

AUM $413M
1-Year Est. Return 13.08%
This Fund
S&P 500
This Quarter Est. Return
+8.13%
1 Year Est. Return
+13.08%
3 Year Est. Return
+37.91%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$413M
AUM Growth
+$50.3M
Cap. Flow
+$22.2M
Cap. Flow %
5.37%
Top 10 Hldgs %
70.48%
Holding
118
New
19
Increased
46
Reduced
32
Closed
9

Top Buys

Rank Stock Value
1
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$18.8M
2
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.61M
3
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.41M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.32M
5
MS icon
Morgan Stanley
MS
+$1.96M

Top Sells

Rank Stock Value
1
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$14.1M
2
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.55M
3
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$830K
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$805K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$611K

Sector Composition

Rank Sector Weight
1 Miscellaneous 92.04%
2 Financials 4.34%
3 Technology 1.35%
4 Consumer Discretionary 0.63%
5 Industrials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LMT icon
26
Lockheed Martin
LMT
$121B
$1.69M 0.41%
3,327
+258
+8% +$139K
VTI icon
27
Vanguard Morningstar Total Stock Market ETF
VTI
$687B
$1.62M 0.39%
4,378
+2,358
+117% +$843K
AMZN icon
28
Amazon
AMZN
$2.78T
$1.61M 0.39%
6,737
-381
-5% -$95.6K
DFCF icon
29
Dimensional Core Fixed Income ETF
DFCF
$11.2B
$1.54M 0.37%
36,546
+3,407
+10% +$144K
MUB icon
30
iShares National Muni Bond ETF
MUB
$45B
$1.49M 0.36%
13,816
+834
+6% +$89.2K
IEF icon
31
iShares 7-10 Year Treasury Bond ETF
IEF
$42.1B
$1.47M 0.36%
15,533
– –
DGCB icon
32
Dimensional Global Credit ETF
DGCB
$1.1B
$1.38M 0.34%
25,315
+554
+2% +$30.3K
DFSD
33
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.26B
$1.37M 0.33%
28,638
+176
+0.6% +$8.43K
DECP
34
PGIM US Large-Cap Buffer 12 ETF - December
DECP
$30.7M
$1.19M 0.29%
36,656
-1,378
-4% -$43.8K
VGK icon
35
Vanguard FTSE Europe ETF
VGK
$30.8B
$1.13M 0.27%
12,783
+1
+0% +$88
SHM icon
36
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.5B
$1.1M 0.27%
22,984
+2,497
+12% +$120K
AVUV icon
37
Avantis US Small Cap Value ETF
AVUV
$31.7B
$977K 0.24%
+7,832
New +$934K
TFI icon
38
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.05B
$962K 0.23%
21,002
+1,868
+10% +$85K
LQD icon
39
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.5B
$927K 0.22%
8,500
-604
-7% -$65.8K
FEBP icon
40
PGIM US Large-Cap Buffer 12 ETF February
FEBP
$27.3M
$885K 0.21%
26,016
+1,319
+5% +$43.9K
EFA icon
41
iShares MSCI EAFE ETF
EFA
$80B
$884K 0.21%
8,507
-387
-4% -$39.8K
IWF icon
42
iShares Russell 1000 Growth ETF
IWF
$126B
$883K 0.21%
7,108
– –
VTV icon
43
Vanguard Morningstar Value ETF
VTV
$193B
$873K 0.21%
4,004
+52
+1% +$10.9K
JPM icon
44
JPMorgan Chase
JPM
$952B
$856K 0.21%
2,616
+237
+10% +$73.6K
MRCP icon
45
PGIM US Large-Cap Buffer 12 ETF March
MRCP
$27.5M
$822K 0.2%
23,911
+3,043
+15% +$103K
NVDA icon
46
NVIDIA
NVDA
$5.56T
$808K 0.2%
4,038
+446
+12% +$91.7K
AVDV icon
47
Avantis International Small Cap Value ETF
AVDV
$20.8B
$793K 0.19%
+7,695
New +$819K
SCHX icon
48
Schwab US Large- Cap ETF
SCHX
$74.4B
$777K 0.19%
26,391
-820
-3% -$23.4K
GOOG icon
49
Alphabet (Google) Class C
GOOG
$4.11T
$766K 0.19%
2,169
– –
JCI icon
50
Johnson Controls International
JCI
$87.7B
$750K 0.18%
5,134
– –
1
2
3 4 5

Similar funds

KWM
Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return
JIC
JRM Investment Counsel Omaha, Nebraska $413M AUM 20.78% 1-Year Est. Return
WA
WP Advisors San Francisco, California $413M AUM 26.32% 1-Year Est. Return
SIM
Synergy Investment Management Altamonte Springs, Florida $413M AUM 22.37% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return
HP
Hilltop Partners Mishawaka, Indiana $412M AUM 26.77% 1-Year Est. Return
BWM
BNC Wealth Management Beaverton, Oregon $414M AUM 55.13% 1-Year Est. Return
VR
Vision Retirement Ridgewood, New Jersey $414M AUM

Cypress Financial Planning's Q2 2026 Portfolio in Review

As of Q2 2026, Cypress Financial Planning held 118 positions worth $413M, up 14% from $363M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Cypress Financial Planning deployed $22.2M of net new capital in Q2 2026, opening 19 new positions and adding to 46 existing holdings. Its largest new stake was Janus Henderson Mortgage-Backed Securities ETF: 415,201 shares worth $18.7M.

By sector, the portfolio is most concentrated in Miscellaneous at 92% of assets, down from 92% a quarter earlier, followed by Financials and Technology.

On the sell side, the largest reduction was VanEck Fallen Angel High Yield Bond ETF, an estimated $14.1M trimmed.

  • Cypress Financial Planning's largest Q2 2026 buy was Janus Henderson Mortgage-Backed Securities ETF: 415,201 shares worth $18.7M.
  • Cypress Financial Planning added most to Vanguard Intermediate-Term Treasury ETF in Q2 2026, an estimated $2.61M increase.
  • Cypress Financial Planning's biggest Q2 2026 reduction was VanEck Fallen Angel High Yield Bond ETF, cutting an estimated $14.1M.
  • Cypress Financial Planning fully exited State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2026, selling an estimated $1.55M.
  • Cypress Financial Planning's ten largest holdings make up 70% of its $413M portfolio in Q2 2026.
  • Cypress Financial Planning opened 19 new positions and closed 9 in Q2 2026.
  • Cypress Financial Planning's portfolio value rose 14% quarter-over-quarter to $413M.

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