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Latest CYPRESS FINANCIAL PLANNING LLC Stock Portfolio

CYPRESS FINANCIAL PLANNING LLC Performance:
2025 Q3: 1.73%YTD: 2.9%2024: 5.43%
Performance for 2025 Q3 is 1.73%, and YTD is 2.9%, and 2024 is 5.43%.

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 $328.1 Millions as of 30 Sep, 2025.

The top stock holdings of CYPRESS FINANCIAL PLANNING LLC are BNDW, IJR, BNDW. The fund has invested 11% of it's portfolio in VANGUARD SCOTTSDALE FDS and 10.4% of portfolio in ISHARES TR.

They significantly reduced their stock positions in TESLA INC (TSLA), SHOPIFY INC and VANGUARD INDEX FDS (VB). CYPRESS FINANCIAL PLANNING LLC opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), UNITEDHEALTH GROUP INC (UNH) and VERIZON COMMUNICATIONS INC (VZ). The fund showed a lot of confidence in some stocks as they added substantially to INNOVATOR ETFS TRUST (BALT), SPDR SERIES TRUST (BIL) and VANECK ETF TRUST (BUZZ).

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

Our best estimate is that CYPRESS FINANCIAL PLANNING LLC made a return of 1.73% in the last quarter. In trailing 12 months, it's portfolio return was 3.81%.

New Buys

Ticker$ Bought
dimensional etf trust341,871
unitedhealth group inc298,033
verizon communications inc265,360
broadcom inc242,186
palantir technologies inc230,032
exxon mobil corp200,295
New stocks bought by CYPRESS FINANCIAL PLANNING LLC

Additions

Ticker% Inc.
innovator etfs trust15.26
spdr series trust14.13
spdr series trust12.74
vaneck etf trust11.88
spdr series trust8.88
spdr series trust8.21
ishares tr7.79
innovator etfs trust7.43
Additions to existing portfolio by CYPRESS FINANCIAL PLANNING LLC

Reductions

Ticker% Reduced
tesla inc-27.58
shopify inc-11.51
vanguard index fds-10.11
spdr series trust-9.23
innovator etfs trust-5.94
ishares tr-4.68
alphabet inc-4.64
innovator etfs trust-4.33
CYPRESS FINANCIAL PLANNING LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by CYPRESS FINANCIAL PLANNING LLC

Sector Distribution

CYPRESS FINANCIAL PLANNING LLC has about 92.4% of it's holdings in Others sector.

Sector%
Others92.4
Financial Services3.5
Technology1.5

Market Cap. Distribution

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

Category%
UNALLOCATED92.4
LARGE-CAP4.7
MEGA-CAP2.8

Stocks belong to which Index?

About 7.4% of the stocks held by CYPRESS FINANCIAL PLANNING LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others92.6
S&P 5007.4
Top 5 Winners (%)%
TSLA
tesla inc
40.0 %
GOOG
alphabet inc
37.3 %
EA
electronic arts inc
26.3 %
ABBV
abbvie inc
24.4 %
AAPL
apple inc
24.0 %
Top 5 Winners ($)$
IJR
ishares tr
2.5 M
MS
morgan stanley
0.7 M
SPY
spdr s&p 500 etf tr
0.5 M
AAPL
apple inc
0.4 M
XLB
select sector spdr tr
0.2 M
Top 5 Losers (%)%
AMT
american tower corp new
-13.0 %
NFLX
netflix inc
-10.5 %
IBM
international business machs
-4.3 %
PG
procter and gamble co
-3.5 %
COF
capital one finl corp
-0.1 %
Top 5 Losers ($)$
NFLX
netflix inc
-0.1 M
AMT
american tower corp new
-0.1 M
IBM
international business machs
0.0 M
PG
procter and gamble co
0.0 M
COF
capital one finl corp
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 86 stocks in it's portfolio. About 71.8% of the portfolio is in top 10 stocks. NFLX 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: 09 Oct, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions