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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
+1.26%
1 Year Est. Return
+13.08%
3 Year Est. Return
+37.91%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$362M
AUM Growth
+$34.2M
Cap. Flow
+$26.7M
Cap. Flow %
7.36%
Top 10 Hldgs %
69.9%
Holding
108
New
18
Increased
43
Reduced
35
Closed
2

Top Buys

Rank Stock Value
1
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$7.09M
2
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.84M
3
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.4M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.25M
5
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$3.21M

Top Sells

Rank Stock Value
1
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$8.21M
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$6.12M
3
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$285K
4
VZ icon
Verizon
VZ
+$265K
5
IYR icon
iShares US Real Estate ETF
IYR
+$246K

Sector Composition

Rank Sector Weight
1 Financials 4.32%
2 Technology 1.6%
3 Industrials 0.71%
4 Consumer Discretionary 0.65%
5 Communication Services 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHOP icon
76
Shopify
SHOP
$190B
$363K 0.1%
2,215
– –
UAN icon
77
CVR Partners
UAN
$1.33B
$344K 0.1%
3,500
– –
AMT icon
78
American Tower
AMT
$77.8B
$343K 0.09%
1,939
+2
+0.1% +$364
INOV icon
79
Innovator International Developed Power Buffer ETF November
INOV
$37.8M
$339K 0.09%
+9,798
New +$331K
POCT icon
80
Innovator US Equity Power Buffer ETF October
POCT
$971M
$338K 0.09%
7,672
-3,657
-32% -$159K
IBM icon
81
IBM
IBM
$224B
$333K 0.09%
1,102
+3
+0.3% +$898
TSLA icon
82
Tesla
TSLA
$1.27T
$332K 0.09%
730
+13
+2% +$5.76K
IYR icon
83
iShares US Real Estate ETF
IYR
$4.65B
$331K 0.09%
3,497
-2,578
-42% -$246K
XLF icon
84
State Street Financial Select Sector SPDR ETF
XLF
$58.7B
$324K 0.09%
5,876
-154,045
-96% -$8.21M
DFEV icon
85
Dimensional Emerging Markets Value ETF
DFEV
$2.02B
$309K 0.09%
+9,159
New +$302K
IJUL icon
86
Innovator International Developed Power Buffer ETF July
IJUL
$253M
$309K 0.09%
9,212
-2,077
-18% -$68.4K
IDEV icon
87
iShares Core MSCI International Developed Markets ETF
IDEV
$32.4B
$299K 0.08%
+3,627
New +$295K
PDEC icon
88
Innovator US Equity Power Buffer ETF December
PDEC
$996M
$298K 0.08%
6,837
-6,678
-49% -$285K
UNH icon
89
UnitedHealth
UNH
$377B
$298K 0.08%
896
+33
+4% +$11.2K
XOM icon
90
ExxonMobil
XOM
$632B
$295K 0.08%
2,442
+666
+38% +$77.2K
ABBV icon
91
AbbVie
ABBV
$434B
$291K 0.08%
1,268
+9
+0.7% +$2.05K
EA icon
92
Electronic Arts
EA
$52.9B
$287K 0.08%
1,404
+5
+0.4% +$1.01K
PMAY icon
93
Innovator US Equity Power Buffer ETF May
PMAY
$817M
$286K 0.08%
7,216
-20
-0.3% -$782
PBNV
94
PGIM US Large-Cap Buffer 20 ETF - November
PBNV
$34.3M
$263K 0.07%
+8,938
New +$260K
SPSB icon
95
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.7B
$262K 0.07%
8,689
+1,444
+20% +$43.6K
SCHH icon
96
Schwab US REIT ETF
SCHH
$11.4B
$252K 0.07%
11,979
-1,475
-11% -$31.3K
VBK icon
97
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.1B
$251K 0.07%
+825
New +$249K
SPSM icon
98
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.5B
$243K 0.07%
5,119
-126
-2% -$5.88K
PLTR icon
99
Palantir
PLTR
$384B
$228K 0.06%
1,261
– –
AVGO icon
100
Broadcom
AVGO
$2T
$224K 0.06%
640
-94
-13% -$33.6K
1 2 3
4
5

Similar funds

LCM
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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
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HIF
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Cypress Financial Planning's Q4 2025 Portfolio in Review

As of Q4 2025, Cypress Financial Planning held 108 positions worth $362M, up 10% from $328M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Cypress Financial Planning deployed $26.7M of net new capital in Q4 2025, opening 18 new positions and adding to 43 existing holdings. Its largest new stake was Schwab US Large-Cap Growth ETF: 99,854 shares worth $3.26M.

By sector, the portfolio is most concentrated in Financials at 4.3% of assets, up from 4% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was State Street Financial Select Sector SPDR ETF, an estimated $8.21M trimmed.

  • Cypress Financial Planning's largest Q4 2025 buy was Schwab US Large-Cap Growth ETF: 99,854 shares worth $3.26M.
  • Cypress Financial Planning added most to Vanguard Intermediate-Term Treasury ETF in Q4 2025, an estimated $7.09M increase.
  • Cypress Financial Planning's biggest Q4 2025 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $8.21M.
  • Cypress Financial Planning fully exited Verizon in Q4 2025, selling an estimated $265K.
  • Cypress Financial Planning's ten largest holdings make up 70% of its $362M portfolio in Q4 2025.
  • Cypress Financial Planning opened 18 new positions and closed 2 in Q4 2025.
  • Cypress Financial Planning's portfolio value rose 10% quarter-over-quarter to $362M.

Based on Cypress Financial Planning's 13F filing for Q4 2025, filed 14 Jan 2026.