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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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