Cypress Financial Planning LLC Portfolio Holdings

Cypress Financial Planning LLC

  • $302 Million
  • Q2 2025

Cypress Financial Planning LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $302 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $34.3M, Ishares Core S&P 500 ETF with a value of $32.2M, Vanguard Intermediate Term Tre with a value of $25.9M, Vanguard Ftse Developed Market with a value of $25.5M, and Vanguard Sht Term Corp Bd ETF with a value of $25.3M.

Examining the 13F form we can see an increase of $25.8M in the current position value, from $276M to 302M.

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

Portfolio value $302 Million
ETFs: $278 Million
Financial Services: $12.4 Million
Technology: $4.05 Million
Industrials: $2.44 Million
Communication Services: $1.99 Million
Consumer Cyclical: $1.83 Million
Real Estate: $427,000
Basic Materials: $310,000
Other: $502,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$34.3 Million 11.36% of portfolio
413,772
Q2 2025 Added 4.12%
$0
$32.2 Million 10.65% of portfolio
51,819
Q2 2025 Added 3.07%
$0
$25.9 Million 8.57% of portfolio
432,502
Q2 2025 Added 6.19%
$0
$25.5 Million 8.44% of portfolio
447,059
Q2 2025 Added 2.22%
$0
$25.3 Million 8.38% of portfolio
318,167
Q2 2025 Added 6.69%
$0
$22.3 Million 7.39% of portfolio
250,590
Q2 2025 Added 4.54%
$0
$21.9 Million 7.25% of portfolio
113,577
Q2 2025 Added 7.49%
$0
$12.5 Million 4.13% of portfolio
195,249
Q2 2025 Added 3.52%
$0
$12 Million 3.99% of portfolio
411,103
Q2 2025 Added 6.48%
$0
$8.96 Million 2.97% of portfolio
181,213
Q2 2025 Added 1.42%
$0
$8.58 Million 2.84% of portfolio
102,831
Q2 2025 Reduced 0.96%
$0
$8.24 Million 2.73% of portfolio
157,356
Q2 2025 Added 3.88%
$0
$6.99 Million 2.31% of portfolio
38,361
Q2 2025 Reduced 2.79%
$0
$6.11 Million 2.02% of portfolio
9,888
Q2 2025 Reduced 0.4%
$239B
$5.31 Million 1.76% of portfolio
37,713
Q2 2025 Reduced 4.41%
$83.7B
$4.85 Million 1.61% of portfolio
22,801
Q2 2025 New
$123B
$1.9 Million 0.63% of portfolio
4,095
Q2 2025 Added 0.81%
$0
$1.81 Million 0.6% of portfolio
16,575
Q2 2025 Added 10.97%
$631B
$1.83 Million 0.6% of portfolio
3,759
Q2 2025 Added 0.51%
$3.38T
$1.81 Million 0.6% of portfolio
8,826
Q2 2025 Added 0.34%
$2.28T
$1.51 Million 0.5% of portfolio
6,900
Q2 2025 Reduced 0.75%
$0
$1.51 Million 0.5% of portfolio
15,727
Q2 2025 Reduced 4.79%
$0
$1.35 Million 0.45% of portfolio
53,094
Q2 2025 Added 2.29%
$567B
$1.37 Million 0.45% of portfolio
1,021
Q2 2025 Reduced 8.43%
$0
$1.21 Million 0.4% of portfolio
2,751
Q2 2025 Reduced 0.07%
$0
$1 Million 0.33% of portfolio
12,908
Q2 2025 Reduced 0.93%
$0
$878,000 0.29% of portfolio
8,018
Q2 2025 Added 1.37%
$0
$844,000 0.28% of portfolio
9,442
Q2 2025 Reduced 2.59%
$0
$836,000 0.28% of portfolio
8,010
Q2 2025 Added 10.33%
$0
$812,000 0.27% of portfolio
16,993
Q2 2025 Added 6.6%
$0
$772,000 0.26% of portfolio
17,299
Q2 2025 Added 95.27%
$0
$776,000 0.26% of portfolio
31,783
Q2 2025 Added 0.11%
$0
$758,000 0.25% of portfolio
1,798
Q1 2025 Reduced 3.49%
$0
$724,000 0.24% of portfolio
2,385
Q2 2025 Reduced 0.21%
$0
$656,000 0.22% of portfolio
13,082
Q2 2025 Added 120.38%
$3.81T
$677,000 0.22% of portfolio
1,363
Q2 2025 Reduced 17.09%
$431B
$609,000 0.2% of portfolio
3,860
Q2 2025 Added 3.57%
$0
$578,000 0.19% of portfolio
14,307
Q2 2025 Reduced 15.84%
$0
$571,000 0.19% of portfolio
6,075
Q2 2025 Added 55.93%
$75B
$541,000 0.18% of portfolio
5,128
Q2 2025 Added 0.06%
$0
$474,000 0.16% of portfolio
6,529
Q2 2025 Reduced 4.18%
$0
$476,000 0.16% of portfolio
838
Q2 2025 Added 8.27%
$0
$483,000 0.16% of portfolio
4,862
Q2 2025 Added 0.02%
$0
$479,000 0.16% of portfolio
10,935
Q2 2025 Reduced 3.27%
$0
$497,000 0.16% of portfolio
12,044
Q2 2025 Added 1.29%
$0
$456,000 0.15% of portfolio
2,116
Q2 2025 Added 5.59%
$850B
$417,000 0.14% of portfolio
1,440
Q2 2025 Added 0.91%
$0
$427,000 0.14% of portfolio
11,253
Q2 2025 Added 2.56%
$104B
$427,000 0.14% of portfolio
1,936
Q1 2025 Added 0.21%

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $302 Million
  • Prior Value $276 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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