Cypress Financial Planning LLC Portfolio Holdings

Cypress Financial Planning LLC

  • $343 Million
  • Q4 2025

Cypress Financial Planning LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $343 Million distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $36.9M, Vanguard Intermediate Term Tre with a value of $34.7M, Ishares Core S&P 500 ETF with a value of $34.5M, Vanguard Sht Term Corp Bd ETF with a value of $33.9M, and Vanguard Ftse Developed Market with a value of $29.6M.

Examining the 13F form we can see an increase of $20.4M in the current position value, from $322M to 343M.

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

Portfolio value $343 Million
ETFs: $314 Million
Financial Services: $13.8 Million
Technology: $5.69 Million
Industrials: $2.5 Million
Consumer Cyclical: $2.34 Million
Communication Services: $1.97 Million
Consumer Defensive: $605,000
Healthcare: $583,000
Other: $983,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36.9 Million 10.77% of portfolio
441,834
Q4 2025 Added 2.99%
$0
$34.7 Million 10.12% of portfolio
578,081
Q4 2025 Added 25.61%
$0
$34.5 Million 10.06% of portfolio
51,050
Q4 2025 Added 0.46%
$0
$33.9 Million 9.9% of portfolio
426,252
Q4 2025 Added 25.16%
$0
$29.6 Million 8.63% of portfolio
482,694
Q4 2025 Added 6.66%
$0
$23 Million 6.71% of portfolio
112,660
Q4 2025 Added 0.38%
$0
$17.1 Million 4.99% of portfolio
190,871
Q4 2025 Reduced 26.31%
$0
$16.8 Million 4.9% of portfolio
245,493
Q4 2025 Added 25.25%
$0
$13.7 Million 3.98% of portfolio
467,398
Q4 2025 Added 6.34%
$0
$10.3 Million 3.01% of portfolio
187,889
Q4 2025 Added 4.39%
$0
$9.89 Million 2.89% of portfolio
111,464
Q4 2025 Added 4.48%
$0
$7.08 Million 2.07% of portfolio
10,636
Q4 2025 Added 10.02%
$0
$6.86 Million 2.0% of portfolio
37,668
Q4 2025 Added 0.22%
$270B
$6.01 Million 1.75% of portfolio
37,721
Q4 2025 Added 0.01%
$77.2B
$4.56 Million 1.33% of portfolio
22,703
Q4 2025 Reduced 0.44%
$0
$3.22 Million 0.94% of portfolio
99,854
Q4 2025 New
$0
$3.09 Million 0.9% of portfolio
57,698
Q4 2025 Added 5.19%
$4.3T
$2.93 Million 0.85% of portfolio
10,953
Q4 2025 Added 23.65%
$662B
$1.92 Million 0.56% of portfolio
3,775
Q4 2025 Added 0.27%
$123B
$1.89 Million 0.55% of portfolio
4,021
Q4 2025 Reduced 1.76%
$0
$1.88 Million 0.55% of portfolio
16,081
Q4 2025 Reduced 1.74%
$0
$1.8 Million 0.52% of portfolio
3,717
Q4 2025 Added 50.3%
$2.39T
$1.61 Million 0.47% of portfolio
6,847
Q4 2025 Added 0.31%
$0
$1.58 Million 0.46% of portfolio
62,616
Q4 2025 Added 8.98%
$0
$1.5 Million 0.44% of portfolio
15,533
Q4 2025 Reduced 1.23%
$0
$1.36 Million 0.4% of portfolio
31,758
Q4 2025 New
$0
$1.31 Million 0.38% of portfolio
27,163
Q4 2025 New
$0
$1.31 Million 0.38% of portfolio
12,221
Q4 2025 Added 41.55%
$49.1B
$1.07 Million 0.31% of portfolio
9,731
Q4 2025 Added 852.15%
$0
$1.05 Million 0.3% of portfolio
12,898
Q3 2025 Reduced 0.08%
$0
$995,000 0.29% of portfolio
9,026
Q4 2025 Added 10.44%
$0
$939,000 0.27% of portfolio
19,595
Q4 2025 Added 1.04%
$0
$869,000 0.25% of portfolio
9,128
Q4 2025 Reduced 0.89%
$0
$818,000 0.24% of portfolio
22,798
Q4 2025 New
$0
$836,000 0.24% of portfolio
1,777
Q3 2025 Reduced 1.17%
$0
$806,000 0.24% of portfolio
12,006
Q4 2025 New
$0
$743,000 0.22% of portfolio
16,279
Q4 2025 Reduced 13.58%
$0
$767,000 0.22% of portfolio
2,327
Q4 2025 Reduced 2.39%
$3.78T
$712,000 0.21% of portfolio
1,404
Q4 2025 Added 0.93%
$0
$720,000 0.21% of portfolio
27,140
Q4 2025 Reduced 10.82%
$0
$688,000 0.2% of portfolio
3,677
Q4 2025 Added 207.96%
$881B
$692,000 0.2% of portfolio
2,305
Q4 2025 Added 59.08%
$533B
$640,000 0.19% of portfolio
1,966
Q4 2025 New
$0
$649,000 0.19% of portfolio
12,811
Q4 2025 Reduced 12.47%
$81.8B
$609,000 0.18% of portfolio
5,134
Q4 2025 Added 0.08%
$0
$631,000 0.18% of portfolio
12,569
Q4 2025 New
$0
$612,000 0.18% of portfolio
13,995
Q4 2025 Added 54.69%
$1.74T
$619,000 0.18% of portfolio
2,170
Q4 2025 Added 0.65%
$0
$607,000 0.18% of portfolio
18,018
Q4 2025 Added 81.87%

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $343 Million
  • Prior Value $322 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 18 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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