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Latest CYPRESS FINANCIAL PLANNING LLC Stock Portfolio

$412Million | No. of Holdings #106

CYPRESS FINANCIAL PLANNING LLC Performance

2026 Q2+5.14%
YTD+3.11%
2025+12.66%

About CYPRESS FINANCIAL PLANNING LLC and 13F Hedge Fund Stock Holdings

On 2026-07-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, CYPRESS FINANCIAL PLANNING LLC reported an equity portfolio of $412.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of CYPRESS FINANCIAL PLANNING LLC are IJR, BNDW, BNDW. The fund has invested 10% of it's portfolio in ISHARES TR and 9.7% of portfolio in VANGUARD SCOTTSDALE FDS. <br><br> The fund managers got completely rid off SPDR SERIES TRUST (BIL), DIMENSIONAL ETF TRUST (DFAC) and VANECK ETF TRUST (BUZZ) stocks. They significantly reduced their stock positions in VANECK ETF TRUST (AFK), INNOVATOR ETFS TRUST (BAPR) and DIMENSIONAL ETF TRUST (DFAC). CYPRESS FINANCIAL PLANNING LLC opened new stock positions in JANUS DETROIT STR TR (JAAA), INVESCO QQQ TR (QQQ) and AMERICAN CENTY ETF TR (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (IJR) and EXXON MOBIL CORP (XOM).
CYPRESS FINANCIAL PLANNING LLC Equity Portfolio Value
Last Reported on: 09 Jul, 2026
$412Million
  as of Jul 09, 2026

CYPRESS FINANCIAL PLANNING LLC Annual Return Estimates Vs S&P 500

Our best estimate is that CYPRESS FINANCIAL PLANNING LLC made a return of 5.14% in the last quarter. In trailing 12 months, it's portfolio return was 10.45%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
janus detroit str tr18,679,900
invesco qqq tr2,484,240
american centy etf tr977,120
american centy etf tr792,970
ishares tr339,573
vanguard index fds305,725
vanguard index fds253,439
pgim rock etf tr246,626
New stocks bought by CYPRESS FINANCIAL PLANNING LLC

Additions

Ticker% Inc.
vanguard index fds505
ishares tr300
vanguard index fds116
exxon mobil corp85.16
innovator etfs trust49.55
morgan stanley26.25
vanguard index fds20.35
american tower corp18.93
Additions to existing portfolio by CYPRESS FINANCIAL PLANNING LLC

Reductions

Ticker% Reduced
vaneck etf trust-98.11
innovator etfs trust-20.25
dimensional etf trust-11.95
ishares tr-6.63
apple inc-5.86
amazon com inc-5.35
unitedhealth group inc-5.14
innovator etfs trust-4.75
CYPRESS FINANCIAL PLANNING LLC reduced stake in above stock

Sold off

Ticker$ Sold
spdr series trust-1,546,460
dimensional etf trust-805,286
vaneck etf trust-611,207
dimensional etf trust-829,660
innovator etfs trust-250,707
innovator etfs trust-205,485
cava group inc-242,700
spdr series trust-232,600
CYPRESS FINANCIAL PLANNING LLC got rid off the above stocks

Sector Distribution

CYPRESS FINANCIAL PLANNING LLC has about 92.5% of it's holdings in Others sector.

  • Others
  • Financial Services
  • Technology
Sector%
Others92.5
Financial Services3.9
Technology1.3

Market Cap. Distribution

CYPRESS FINANCIAL PLANNING LLC has about 7.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED92.5
MEGA-CAP5.5
LARGE-CAP2

Stocks belong to which Index?

About 7.5% of the stocks held by CYPRESS FINANCIAL PLANNING LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others92.5
S&P 5007.5
Top 5 Winners (%)%
UNH
unitedhealth group inc
52.2 %
QCOM
qualcomm inc
43.0 %
MS
morgan stanley
23.6 %
GOOG
alphabet inc
23.2 %
AVGO
broadcom inc
21.6 %
Top 5 Winners ($)$
IJR
ishares tr
5.2 M
VB
vanguard index fds
4.8 M
VEA
vanguard tax-managed fds
3.5 M
MS
morgan stanley
1.9 M
VB
vanguard index fds
1.5 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.3 %
IJR
ishares tr
-60.3 %
NFLX
netflix inc.
-25.7 %
XOM
exxon mobil corp
-15.7 %
LMT
lockheed martin corp
-15.2 %
Top 5 Losers ($)$
VB
vanguard index fds
-4.7 M
IJR
ishares tr
-1.3 M
BNDW
vanguard scottsdale fds
-0.4 M
LMT
lockheed martin corp
-0.3 M
NFLX
netflix inc.
-0.2 M

CYPRESS FINANCIAL PLANNING LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of CYPRESS FINANCIAL PLANNING LLC

CYPRESS FINANCIAL PLANNING LLC has 106 stocks in it's portfolio. About 70.5% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for CYPRESS FINANCIAL PLANNING LLC last quarter.

$408.17MTotal Value
115Positions
09 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of CYPRESS FINANCIAL PLANNING LLC, last reported on 09 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CYPRESS FINANCIAL PLANNING LLC's holding in Ishares Tr over time
0.36%13,816
$1.49M
0.36%
increased 6.42 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
CYPRESS FINANCIAL PLANNING LLC's holding in Ishares Tr over time
4.9%267,041
$20.24M
4.9%
increased 3.22 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
CYPRESS FINANCIAL PLANNING LLC's holding in Ishares Tr over time
0.1%8,886
$417.0K
0.1%
decreased 0.48 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
CYPRESS FINANCIAL PLANNING LLC's holding in American Centy Etf Tr over time
0.24%7,832
$977.1K
0.24%
new position
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
CYPRESS FINANCIAL PLANNING LLC's holding in American Centy Etf Tr over time
0.19%7,695
$793.0K
0.19%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
CYPRESS FINANCIAL PLANNING LLC's holding in Vaneck Etf Trust over time
0.07%9,329
$272.8K
0.07%
decreased 98.11 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
CYPRESS FINANCIAL PLANNING LLC's holding in Global X Fds over time
0.05%11,312
$208.5K
0.05%
new position
AGNG
Global X Fds

Global X Fds

AGNG
CYPRESS FINANCIAL PLANNING LLC's holding in Global X Fds over time
0.05%4,986
$203.4K
0.05%
new position
AGT
Ishares Tr

Ishares Tr

AGT
CYPRESS FINANCIAL PLANNING LLC's holding in Ishares Tr over time
0.08%3,815
$339.6K
0.08%
new position
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
CYPRESS FINANCIAL PLANNING LLC's holding in Innovator Etfs Trust over time
0.12%14,121
$484.6K
0.12%
decreased 0.35 percentreduced
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
CYPRESS FINANCIAL PLANNING LLC's holding in Innovator Etfs Trust over time
0.09%10,280
$355.7K
0.09%
decreased 4.75 percentreduced
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
CYPRESS FINANCIAL PLANNING LLC's holding in Innovator Etfs Trust over time
0.08%9,377
$344.4K
0.08%
decreased 2.95 percentreduced
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
CYPRESS FINANCIAL PLANNING LLC's holding in Innovator Etfs Trust over time
0.07%8,806
$274.5K
0.07%
increased 15.73 percentadded
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
CYPRESS FINANCIAL PLANNING LLC's holding in Innovator Etfs Trust over time
0.06%8,105
$253.5K
0.06%
decreased 1.82 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
CYPRESS FINANCIAL PLANNING LLC's holding in Innovator Etfs Trust over time
0.14%13,014
$599.3K
0.14%
decreased 20.25 percentreduced