Latest CYPRESS FINANCIAL PLANNING LLC Stock Portfolio

CYPRESS FINANCIAL PLANNING LLC Performance:

2025 Q2: 2.56%YTD: 1.38%2024: 5.7%

Performance for 2025 Q2 is 2.56%, and YTD is 1.38%, and 2024 is 5.7%.

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 $306.5 Millions as of 30 Jun, 2025.

The top stock holdings of CYPRESS FINANCIAL PLANNING LLC are BNDW, IJR, BNDW. The fund has invested 11.2% of it's portfolio in VANGUARD SCOTTSDALE FDS and 10.5% of portfolio in ISHARES TR.

The fund managers got completely rid off DISCOVER FINL SVCS (DFS), UNITEDHEALTH GROUP INC (UNH) and INNOVATOR ETFS TRUST (BAPR) stocks. They significantly reduced their stock positions in SPDR INDEX SHS FDS (CWI), INNOVATOR ETFS TRUST (BAPR) and MICROSOFT CORP (MSFT). CYPRESS FINANCIAL PLANNING LLC opened new stock positions in CAPITAL ONE FINL CORP (COF), VANGUARD INDEX FDS (VB) and ISHARES TR (ACWF). The fund showed a lot of confidence in some stocks as they added substantially to VANECK ETF TRUST (BUZZ), SPDR SERIES TRUST (BIL) and ISHARES TR (IJR).

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

Our best estimate is that CYPRESS FINANCIAL PLANNING LLC made a return of 2.56% in the last quarter. In trailing 12 months, it's portfolio return was 3.83%.

New Buys

Ticker	$ Bought
capital one finl corp	4,851,140
vanguard index fds	371,585
ishares tr	341,754
spdr series trust	222,031
innovator etfs trust	215,723
innovator etfs trust	211,074

New stocks bought by CYPRESS FINANCIAL PLANNING LLC

Additions

Ticker	% Inc.
vaneck etf trust	120
spdr series trust	95.27
ishares tr	55.93
tesla inc	19.28
ishares tr	10.97
ishares tr	10.33
ishares inc	8.96
vanguard index fds	8.27

Additions to existing portfolio by CYPRESS FINANCIAL PLANNING LLC

Reductions

Ticker	% Reduced
spdr index shs fds	-51.93
innovator etfs trust	-26.01
microsoft corp	-17.09
spdr series trust	-16.18
innovator etfs trust	-15.84
netflix inc	-8.43
innovator etfs trust	-7.92
innovator etfs trust	-7.77

CYPRESS FINANCIAL PLANNING LLC reduced stake in above stock

Sold off

Ticker	$ Sold
discover finl svcs	-3,797,560
innovator etfs trust	-213,107
innovator etfs trust	-211,995
exxon mobil corp	-205,392
unitedhealth group inc	-287,015

CYPRESS FINANCIAL PLANNING LLC got rid off the above stocks

Sector Distribution

CYPRESS FINANCIAL PLANNING LLC has about 92.8% of it's holdings in Others sector.

Sector	%
Others	92.8
Financial Services	3.5
Technology	1.2

Market Cap. Distribution

CYPRESS FINANCIAL PLANNING LLC has about 7.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	92.8
LARGE-CAP	4.6
MEGA-CAP	2.5

Stocks belong to which Index?

About 7.1% of the stocks held by CYPRESS FINANCIAL PLANNING LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	92.9
S&P 500	7.1

Top 5 Winners (%)		%
NVDA	nvidia corporation	44.7 %
NFLX	netflix inc	42.2 %
JCI	johnson ctls intl plc	31.8 %
MSFT	microsoft corp	30.4 %
MS	morgan stanley	20.2 %

Top 5 Winners ($)		$
IJR	ishares tr	3.0 M
MS	morgan stanley	0.9 M
SPY	spdr s&p 500 etf tr	0.6 M
COF	capital one finl corp	0.6 M
NFLX	netflix inc	0.4 M

Top 5 Losers (%)		%
ABBV	abbvie inc	-11.3 %
AAPL	apple inc	-7.6 %
PG	procter and gamble co	-6.5 %

Top 5 Losers ($)		$
AAPL	apple inc	-0.1 M
ABBV	abbvie inc	0.0 M
PG	procter and gamble co	0.0 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 80 stocks in it's portfolio. About 72.1% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for CYPRESS FINANCIAL PLANNING LLC last quarter.

Last Reported on: 11 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	BNDW	vanguard scottsdale fds	11.20	413,772	34,309,900	added	4.12
Historical Trend of VANGUARD SCOTTSDALE FDS Position Held By CYPRESS FINANCIAL PLANNING LLC What % of Portfolio is BNDW?: Number of BNDW shares held: Change in No. of Shares Held:
	IJR	ishares tr	10.50	51,819	32,174,500	added	3.07

	BNDW	vanguard scottsdale fds	8.44	432,502	25,867,900	added	6.19

	VEA	vanguard tax-managed fds	8.32	447,059	25,486,800	added	2.22

	BNDW	vanguard scottsdale fds	8.25	318,167	25,294,300	added	6.69

	VB	vanguard index fds	7.28	250,590	22,317,500	added	4.54

	VB	vanguard index fds	7.14	113,577	21,887,400	added	7.49

	ACWF	ishares tr	4.07	195,249	12,484,200	added	3.52

	AFK	vaneck etf trust	3.93	411,103	12,037,100	added	6.48

	VEU	vanguard intl equity index f	2.92	181,213	8,962,810	added	1.42

	IBCE	ishares tr	2.80	102,831	8,584,330	reduced	-0.96

	XLB	select sector spdr tr	2.69	157,356	8,240,730	added	3.88

	VIG	vanguard specialized funds	2.56	38,361	7,851,350	reduced	-2.79

	SPY	spdr s&p 500 etf tr	1.99	9,888	6,109,300	reduced	-0.4

	MS	morgan stanley	1.73	37,713	5,312,250	reduced	-4.41

	COF	capital one finl corp	1.58	22,801	4,851,140	new

	EMGF	ishares inc	1.05	53,881	3,234,480	added	8.96

	LMT	lockheed martin corp	0.62	4,095	1,896,560	added	0.81

		berkshire hathaway inc del	0.60	3,759	1,826,010	added	0.51

	IJR	ishares tr	0.59	16,575	1,811,480	added	10.97