Cypress Financial Planning LLC Portfolio Holdings

Cypress Financial Planning LLC

  • $322 Million
  • Q3 2025

Cypress Financial Planning LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $322 Million distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $36.1M, Ishares Core S&P 500 ETF with a value of $34M, Vanguard Intermediate Term Tre with a value of $27.6M, Vanguard Sht Term Corp Bd ETF with a value of $27.2M, and Vanguard Ftse Developed Market with a value of $27.1M.

Examining the 13F form we can see an increase of $20.4M in the current position value, from $302M to 322M.

Below you can find more details about Cypress Financial Planning LLC portfolio as well as his latest detailed transactions.

Portfolio value $322 Million
ETFs: $296 Million
Financial Services: $13.2 Million
Technology: $5.18 Million
Industrials: $2.61 Million
Communication Services: $2.3 Million
Consumer Cyclical: $1.82 Million
Healthcare: $588,000
Real Estate: $372,000
Other: $779,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36.1 Million 11.19% of portfolio
428,989
Q3 2025 Added 3.68%
$0
$34 Million 10.55% of portfolio
50,816
Q3 2025 Reduced 1.94%
$0
$27.6 Million 8.57% of portfolio
460,231
Q3 2025 Added 6.41%
$0
$27.2 Million 8.44% of portfolio
340,579
Q3 2025 Added 7.04%
$0
$27.1 Million 8.41% of portfolio
452,539
Q3 2025 Added 1.23%
$0
$23.7 Million 7.34% of portfolio
259,011
Q3 2025 Added 3.36%
$0
$23.5 Million 7.29% of portfolio
112,236
Q3 2025 Reduced 1.18%
$0
$13.3 Million 4.14% of portfolio
196,008
Q3 2025 Added 0.39%
$0
$13.1 Million 4.05% of portfolio
439,541
Q3 2025 Added 6.92%
$0
$9.75 Million 3.02% of portfolio
179,988
Q3 2025 Reduced 0.68%
$0
$9.31 Million 2.89% of portfolio
106,685
Q3 2025 Added 3.75%
$0
$8.61 Million 2.67% of portfolio
159,921
Q3 2025 Added 1.63%
$0
$6.85 Million 2.12% of portfolio
37,585
Q3 2025 Reduced 2.02%
$0
$6.44 Million 2.0% of portfolio
9,667
Q3 2025 Reduced 2.24%
$278B
$6 Million 1.86% of portfolio
37,717
Q3 2025 Added 0.01%
$84.4B
$4.85 Million 1.5% of portfolio
22,803
Q3 2025 Added 0.01%
$4.35T
$2.26 Million 0.7% of portfolio
8,858
Q3 2025 Added 0.36%
$129B
$2.04 Million 0.63% of portfolio
4,093
Q3 2025 Reduced 0.05%
$0
$1.94 Million 0.6% of portfolio
16,365
Q3 2025 Reduced 1.27%
$621B
$1.89 Million 0.59% of portfolio
3,765
Q3 2025 Added 0.16%
$0
$1.52 Million 0.47% of portfolio
15,727
Q2 2025 Reduced 4.79%
$0
$1.47 Million 0.46% of portfolio
57,454
Q3 2025 Added 8.21%
$2.49T
$1.5 Million 0.46% of portfolio
6,826
Q3 2025 Reduced 1.07%
$498B
$1.23 Million 0.38% of portfolio
1,022
Q3 2025 Added 0.1%
$0
$1.19 Million 0.37% of portfolio
2,473
Q3 2025 Reduced 10.11%
$0
$1.03 Million 0.32% of portfolio
12,898
Q3 2025 Reduced 0.08%
$0
$935,000 0.29% of portfolio
19,394
Q3 2025 Added 14.13%
$0
$919,000 0.29% of portfolio
8,634
Q3 2025 Added 7.79%
$0
$911,000 0.28% of portfolio
8,173
Q3 2025 Added 1.93%
$0
$859,000 0.27% of portfolio
9,210
Q3 2025 Reduced 2.46%
$0
$858,000 0.27% of portfolio
18,836
Q3 2025 Added 8.88%
$0
$832,000 0.26% of portfolio
1,777
Q3 2025 Reduced 1.17%
$0
$801,000 0.25% of portfolio
30,432
Q3 2025 Reduced 4.25%
$0
$782,000 0.24% of portfolio
2,384
Q3 2025 Reduced 0.04%
$0
$744,000 0.23% of portfolio
14,636
Q3 2025 Added 11.88%
$505B
$735,000 0.23% of portfolio
3,940
Q3 2025 Added 2.07%
$3.86T
$720,000 0.22% of portfolio
1,391
Q3 2025 Added 2.05%
$0
$630,000 0.2% of portfolio
14,849
Q3 2025 Added 3.79%
$0
$576,000 0.18% of portfolio
7,361
Q3 2025 Added 12.74%
$0
$589,000 0.18% of portfolio
6,075
Q2 2025 Added 55.93%
$0
$536,000 0.17% of portfolio
11,748
Q3 2025 Added 7.43%
$78.8B
$564,000 0.17% of portfolio
5,130
Q3 2025 Added 0.04%
$0
$527,000 0.16% of portfolio
4,771
Q3 2025 Reduced 1.87%
$1.72T
$525,000 0.16% of portfolio
2,156
Q3 2025 Reduced 4.64%
$0
$520,000 0.16% of portfolio
850
Q3 2025 Added 1.43%
$0
$488,000 0.15% of portfolio
2,017
Q3 2025 Reduced 4.68%
$0
$488,000 0.15% of portfolio
11,329
Q3 2025 Reduced 5.94%
$0
$441,000 0.14% of portfolio
11,123
Q3 2025 Reduced 1.16%
$913B
$457,000 0.14% of portfolio
1,449
Q3 2025 Added 0.63%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $322 Million
  • Prior Value $302 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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