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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
+$26.6M
Cap. Flow %
6.45%
Top 10 Hldgs %
70.48%
Holding
118
New
19
Increased
46
Reduced
32
Closed
9

Top Buys

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

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

1 Financials 4.34%
2 Technology 1.35%
3 Consumer Discretionary 0.63%
4 Industrials 0.59%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PEP icon
76
PepsiCo
PEP
$187B
$358K 0.09%
2,642
+217
+9% +$32.4K
ISEP icon
77
Innovator International Developed Power Buffer ETF September
ISEP
$65M
$356K 0.09%
10,280
-513
-5% -$17.4K
IYR icon
78
iShares US Real Estate ETF
IYR
$4.83B
$355K 0.09%
3,467
+34
+1% +$3.45K
INOV icon
79
Innovator International Developed Power Buffer ETF November
INOV
$54.1M
$344K 0.08%
9,377
-285
-3% -$10.3K
IDEV icon
80
iShares Core MSCI International Developed Markets ETF
IDEV
$30.7B
$340K 0.08%
+3,815
New +$338K
ABBV icon
81
AbbVie
ABBV
$450B
$332K 0.08%
1,318
+3
+0.2% +$645
TSLA icon
82
Tesla
TSLA
$1.43T
$323K 0.08%
767
– –
IBM icon
83
IBM
IBM
$200B
$315K 0.08%
1,122
– –
SPSB icon
84
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.5B
$307K 0.07%
10,230
+435
+4% +$13.1K
VBK icon
85
Vanguard Small-Cap Growth ETF
VBK
$23.4B
$306K 0.07%
+836
New +$285K
SPY icon
86
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$299K 0.07%
+400
New +$290K
SCHH icon
87
Schwab US REIT ETF
SCHH
$11.6B
$290K 0.07%
12,250
-211
-2% -$4.92K
EA icon
88
Electronic Arts
EA
$52.4B
$287K 0.07%
1,401
– –
SPSM icon
89
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
$280K 0.07%
4,861
-127
-3% -$6.78K
PBNV
90
PGIM US Large-Cap Buffer 20 ETF - November
PBNV
$33.7M
$277K 0.07%
8,938
– –
IJUN
91
Innovator International Developed Power Buffer ETF - June
IJUN
$81.7M
$275K 0.07%
8,806
+1,197
+16% +$36.7K
BURL icon
92
Burlington
BURL
$21.7B
$274K 0.07%
866
– –
ANGL icon
93
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.1B
$273K 0.07%
9,329
-483,517
-98% -$14.1M
IJAN icon
94
Innovator International Developed Power Buffer ETF January
IJAN
$256M
$272K 0.07%
7,146
-109
-2% -$4.09K
PDEC icon
95
Innovator US Equity Power Buffer ETF December
PDEC
$985M
$258K 0.06%
5,633
-64
-1% -$2.88K
PG icon
96
Procter & Gamble
PG
$349B
$258K 0.06%
1,759
– –
IFEB icon
97
Innovator International Developed Power Buffer ETF February
IFEB
$64.8M
$253K 0.06%
8,105
-150
-2% -$4.63K
VBR icon
98
Vanguard Small-Cap Value ETF
VBR
$37.1B
$253K 0.06%
+1,043
New +$243K
SHOP icon
99
Shopify
SHOP
$160B
$253K 0.06%
2,214
-1
-0% -$114
AVGO icon
100
Broadcom
AVGO
$1.76T
$252K 0.06%
666
-31
-4% -$12.4K
1 2 3
4
5

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CW
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VCP
Varenne Capital Partners Paris, France $413M AUM 52.65% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
WG
Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return
TCCM
Timber Creek Capital Management Boston, Massachusetts $412M AUM 26.12% 1-Year Est. Return
SWC
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SAM
Standpoint Asset Management Scottsdale, Arizona $412M AUM 18.85% 1-Year Est. Return

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 $26.6M 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 Financials at 4.3% of assets, up from 3.7% a quarter earlier, followed by Technology and Consumer Discretionary.

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.