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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
+4.61%
1 Year Est. Return
+13.08%
3 Year Est. Return
+37.91%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$328M
AUM Growth
+$21.6M
Cap. Flow
+$7.56M
Cap. Flow %
2.31%
Top 10 Hldgs %
71.75%
Holding
89
New
6
Increased
41
Reduced
31
Closed
–

Top Buys

Rank Stock Value
1
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.78M
2
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.66M
3
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.27M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$833K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$764K

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$646K
2
VXF icon
Vanguard Extended Market ETF
VXF
+$271K
3
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$163K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$142K
5
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$127K

Sector Composition

Rank Sector Weight
1 Financials 4.02%
2 Technology 1.58%
3 Industrials 0.79%
4 Communication Services 0.7%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
76
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$819B
– –
0
– –
VZ icon
77
Verizon
VZ
$193B
$265K 0.08%
+6,038
New +$261K
PG icon
78
Procter & Gamble
PG
$342B
$265K 0.08%
1,724
+21
+1% +$3.28K
SPSM icon
79
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$243K 0.07%
5,245
+33
+0.6% +$1.48K
AVGO icon
80
Broadcom
AVGO
$1.99T
$242K 0.07%
+734
New +$225K
PMAR icon
81
Innovator US Equity Power Buffer ETF March
PMAR
$768M
$235K 0.07%
5,361
– –
JNK icon
82
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.91B
$233K 0.07%
2,379
-242
-9% -$23.5K
PLTR icon
83
Palantir
PLTR
$380B
$230K 0.07%
+1,261
New +$204K
VTV icon
84
Vanguard Morningstar Value ETF
VTV
$191B
$223K 0.07%
1,194
-21
-2% -$3.8K
PAPR icon
85
Innovator US Equity Power Buffer ETF April
PAPR
$960M
$222K 0.07%
5,785
– –
SPSB icon
86
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.7B
$219K 0.07%
7,245
+136
+2% +$4.1K
IJUN
87
Innovator International Developed Power Buffer ETF - June
IJUN
$80.4M
$216K 0.07%
7,609
– –
XOM icon
88
ExxonMobil
XOM
$628B
$200K 0.06%
+1,776
New +$197K
SPY icon
89
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$819B
– –
0
– –
1 2 3
4

Similar funds

LCM
Lionstone Capital Management New York $413M AUM 30.15% 1-Year Est. Return
VCP
Varenne Capital Partners Paris, France $413M AUM 52.65% 1-Year Est. Return
TCCM
Timber Creek Capital Management Boston, Massachusetts $412M AUM 26.12% 1-Year Est. Return
SWC
Square Wave Capital Brooklyn, New York $413M AUM 15.36% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
MIA
Milestone Investment Advisors Middleton, Wisconsin $414M AUM 12.76% 1-Year Est. Return
CSUI
Cincinnati Specialty Underwriters Insurance Fairfield, Ohio $412M AUM 35.4% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return

Cypress Financial Planning's Q3 2025 Portfolio in Review

As of Q3 2025, Cypress Financial Planning held 89 positions worth $328M, up 7% from $306M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Cypress Financial Planning's Q3 2025 filing shows 6 new, 41 increased and 31 reduced positions. Its largest new stake was Dimensional Ultrashort Fixed Income ETF: 6,732 shares worth $342K. The largest sale was iShares Core S&P 500 ETF, an estimated $646K.

By sector, the portfolio is most concentrated in Financials at 4% of assets, down from 4% a quarter earlier, followed by Technology and Industrials.

  • Cypress Financial Planning's largest Q3 2025 buy was Dimensional Ultrashort Fixed Income ETF: 6,732 shares worth $342K.
  • Cypress Financial Planning added most to Vanguard Short-Term Corporate Bond ETF in Q3 2025, an estimated $1.78M increase.
  • Cypress Financial Planning's biggest Q3 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $646K.
  • Cypress Financial Planning's ten largest holdings make up 72% of its $328M portfolio in Q3 2025.
  • Cypress Financial Planning opened 6 new positions and closed 0 in Q3 2025.
  • Cypress Financial Planning's portfolio value rose 7% quarter-over-quarter to $328M.

Based on Cypress Financial Planning's 13F filing for Q3 2025, filed 9 Oct 2025.