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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
APRP icon
101
PGIM US Large-Cap Buffer 12 ETF April
APRP
$27M
$247K 0.06%
+7,577
New +$242K
JNJ icon
102
Johnson & Johnson
JNJ
$609B
$228K 0.06%
+897
New +$209K
SCHF icon
103
Schwab International Equity ETF
SCHF
$65.4B
$222K 0.05%
+8,005
New +$216K
JEPQ icon
104
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.1B
$213K 0.05%
+3,463
New +$205K
QYLD icon
105
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.08B
$208K 0.05%
+11,312
New +$203K
BJAN icon
106
Innovator US Equity Buffer ETF January
BJAN
$390M
$207K 0.05%
+3,510
New +$202K
IWD icon
107
iShares Russell 1000 Value ETF
IWD
$81.9B
$205K 0.05%
+845
New +$197K
XYLD icon
108
Global X S&P 500 Covered Call ETF
XYLD
$3.22B
$203K 0.05%
+4,986
New +$201K
LLY icon
109
Eli Lilly
LLY
$1.05T
$203K 0.05%
+169
New +$173K
CAVA icon
110
CAVA Group
CAVA
$8.02B
– –
-3,000
Closed -$243K
DFAS icon
111
Dimensional US Small Cap ETF
DFAS
$15B
– –
-11,664
Closed -$830K
DISV icon
112
Dimensional International Small Cap Value ETF
DISV
$4.78B
– –
-20,418
Closed -$805K
HYD icon
113
VanEck High Yield Muni ETF
HYD
$4.49B
– –
-12,190
Closed -$611K
JNK icon
114
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.36B
– –
-2,430
Closed -$233K
PJUL icon
115
Innovator US Equity Power Buffer ETF July
PJUL
$1.11B
– –
-5,454
Closed -$251K
PLTR icon
116
Palantir
PLTR
$317B
– –
-1,410
Closed -$206K
PNOV icon
117
Innovator US Equity Power Buffer ETF November
PNOV
$906M
– –
-5,029
Closed -$205K
SJNK icon
118
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.89B
– –
-61,908
Closed -$1.55M
1 2 3 4
5

Similar funds

LCM
Lionstone Capital Management New York $413M AUM 30.15% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
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
Square Wave Capital Brooklyn, New York $413M AUM 15.36% 1-Year Est. Return
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.