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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$83.4B
$4.85 Million 1.61% of portfolio
22,801
Q2 2025 New
$108B
$1.9 Million 0.63% of portfolio
4,095
Q2 2025 Added 0.81%
$74.6B
$541,000 0.18% of portfolio
5,128
Q2 2025 Added 0.06%
$108B
$427,000 0.14% of portfolio
1,936
Q1 2025 Added 0.21%
$177B
$347,000 0.11% of portfolio
2,181
Q2 2025 Reduced 0.09%
$147B
$288,000 0.1% of portfolio
2,503
Q1 2025 New
$43.7B
$223,000 0.07% of portfolio
1,399
Q4 2024 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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