Latest CYPRESS FINANCIAL PLANNING LLC Stock Portfolio

CYPRESS FINANCIAL PLANNING LLC Performance:

2025 Q4: -0.12%YTD: 9.63%2024: 7.62%

Performance for 2025 Q4 is -0.12%, and YTD is 9.63%, and 2024 is 7.62%.

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

In it's latest 13F Holdings report, CYPRESS FINANCIAL PLANNING LLC reported an equity portfolio of $362.2 Millions as of 31 Dec, 2025.

The top stock holdings of CYPRESS FINANCIAL PLANNING LLC are BNDW, IJR, BNDW. The fund has invested 10.2% of it's portfolio in VANGUARD SCOTTSDALE FDS and 9.7% of portfolio in ISHARES TR.

The fund managers got completely rid off VERIZON COMMUNICATIONS INC (VZ) and INNOVATOR ETFS TRUST (BAPR) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), INNOVATOR ETFS TRUST (BAPR) and ISHARES TR (IJR). CYPRESS FINANCIAL PLANNING LLC opened new stock positions in SCHWAB STRATEGIC TR (FNDA), DIMENSIONAL ETF TRUST (DFAC) and PGIM ROCK ETF TR. The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), VANGUARD INDEX FDS (VB) and SPDR SERIES TRUST (BIL).

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

Our best estimate is that CYPRESS FINANCIAL PLANNING LLC made a return of -0.12% in the last quarter. In trailing 12 months, it's portfolio return was 9.63%.

Performance
S&P 500

New Buys

Ticker	$ Bought
schwab strategic tr	3,257,300
schwab strategic tr	3,253,890
dimensional etf trust	1,351,620
dimensional etf trust	1,302,470
dimensional etf trust	1,291,620
pgim rock etf tr	968,623
dimensional etf trust	866,324
dimensional etf trust	836,458

New stocks bought by CYPRESS FINANCIAL PLANNING LLC

Additions

Ticker	% Inc.
netflix inc	852
vanguard index fds	207
spdr series trust	81.87
dimensional etf trust	74.96
jpmorgan chase & co.	59.08
spdr index shs fds	54.69
vanguard index fds	50.3
ishares tr	41.55

Additions to existing portfolio by CYPRESS FINANCIAL PLANNING LLC

Reductions

Ticker	% Reduced
select sector spdr tr	-96.33
innovator etfs trust	-49.41
ishares tr	-42.44
innovator etfs trust	-41.28
innovator etfs trust	-34.15
innovator etfs trust	-32.28
vanguard index fds	-26.31
nvidia corporation	-18.43

CYPRESS FINANCIAL PLANNING LLC reduced stake in above stock

Sold off

Ticker	$ Sold
verizon communications inc	-265,360
innovator etfs trust	-221,913

CYPRESS FINANCIAL PLANNING LLC got rid off the above stocks

Sector Distribution

CYPRESS FINANCIAL PLANNING LLC has about 92.1% of it's holdings in Others sector.

Sector	%
Others	92.1
Financial Services	3.8
Technology	1.5

Market Cap. Distribution

CYPRESS FINANCIAL PLANNING LLC has about 7.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	92.1
LARGE-CAP	4.7
MEGA-CAP	3.1

Stocks belong to which Index?

About 7.7% of the stocks held by CYPRESS FINANCIAL PLANNING LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	92.3
S&P 500	7.7

Top 5 Winners (%)		%
GOOG	alphabet inc	29.0 %
COF	capital one finl corp	14.7 %
MS	morgan stanley	12.7 %
	shopify inc	10.2 %
JCI	johnson ctls intl plc	10.0 %

Top 5 Winners ($)		$
VEA	vanguard tax-managed fds	1.3 M
IJR	ishares tr	1.1 M
MS	morgan stanley	0.8 M
COF	capital one finl corp	0.7 M
ACWF	ishares tr	0.4 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.7 %
AMT	american tower corp new	-8.1 %
PG	procter and gamble co	-5.9 %
MSFT	microsoft corp	-5.8 %
UNH	unitedhealth group inc	-3.7 %

Top 5 Losers ($)		$
NFLX	netflix inc	-5.9 M
VB	vanguard index fds	-0.5 M
AFK	vaneck etf trust	-0.2 M
VEU	vanguard intl equity index f	-0.1 M
BNDW	vanguard scottsdale fds	-0.1 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 102 stocks in it's portfolio. About 69.9% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. VEA was the most profitable stock for CYPRESS FINANCIAL PLANNING LLC last quarter.

Last Reported on: 14 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.82	10,953	2,988,470	added	23.65

AAXJ	ishares tr	0.36	12,221	1,308,900	added	41.55

ABBV	abbvie inc	0.08	1,268	291,380	added	0.71

ACWF	ishares tr	4.74	245,493	17,167,300	added	25.25

ACWF	ishares tr	0.10	8,995	373,652	reduced	-0.38

AFK	vaneck etf trust	3.79	467,398	13,732,200	added	6.34

AGT	ishares tr	0.08	3,627	299,163	new

AMT	american tower corp new	0.10	1,939	342,678	added	0.1

AMZN	amazon com inc	0.44	6,847	1,592,140	added	0.31

AVGO	broadcom inc	0.06	640	223,938	reduced	-12.81

BALT	innovator etfs trust	0.13	14,219	460,262	added	16.83

BALT	innovator etfs trust	0.12	13,179	430,343	reduced	-1.64

BALT	innovator etfs trust	0.09	9,798	338,913	new

BALT	innovator etfs trust	0.06	7,609	222,674	unchanged	0.00

BAPR	innovator etfs trust	0.26	21,931	960,907	reduced	-3.93

BAPR	innovator etfs trust	0.14	10,793	502,954	reduced	-8.13

BAPR	innovator etfs trust	0.12	9,778	424,072	reduced	-34.15

BAPR	innovator etfs trust	0.12	10,224	417,034	reduced	-8.08

BAPR	innovator etfs trust	0.11	9,878	414,580	added	6.1

BAPR	innovator etfs trust	0.11	11,538	403,599	reduced	-0.61