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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
(+10%)
Cap. Flow
+$26.7M
Cap. Flow
% of AUM
7.36%
Top 10 Holdings %
Top 10 Hldgs %
69.9%
Holding
108
New
18
Increased
43
Reduced
35
Closed
2
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$7.09M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$6.84M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
+$3.4M |
| 4 |
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 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$8.21M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
+$6.12M |
| 3 |
Innovator US Equity Power Buffer ETF December
PDEC
|
+$285K |
| 4 |
Verizon
VZ
|
+$265K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
IJUN
101
Innovator International Developed Power Buffer ETF - June
IJUN
$80.5M
| $223K | 0.06% |
7,609
| – | – |
|
102
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.92B
| $221K | 0.06% |
2,271
-108
| -5% | -$10.5K |
|
103
Procter & Gamble
PG
$340B
| $219K | 0.06% |
1,521
-203
| -12% | -$29.9K |
|
104
Innovator US Equity Power Buffer ETF March
PMAR
$771M
| $210K | 0.06% |
4,665
-696
| -13% | -$30.8K |
|
105
Innovator US Equity Buffer ETF January
BJAN
$347M
| $204K | 0.06% |
3,709
-2,607
| -41% | -$140K |
|
106
Innovator US Equity Power Buffer ETF April
PAPR
$960M
| – | – |
-5,785
| Closed | -$222K |
|
107
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$821B
| – | – |
0
| – | -$133K |
|
|
108
Verizon
VZ
$190B
| – | – |
-6,038
| Closed | -$265K |
|
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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.