Latest CYPRESS FINANCIAL PLANNING LLC Stock Portfolio

CYPRESS FINANCIAL PLANNING LLC Performance:

2026 Q1: -1.93%YTD: -1.93%2025: 12.66%

Performance for 2026 Q1 is -1.93%, and YTD is -1.93%, and 2025 is 12.66%.

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

On 2026-04-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, CYPRESS FINANCIAL PLANNING LLC reported an equity portfolio of $362.6 Millions as of 31 Mar, 2026.

The top stock holdings of CYPRESS FINANCIAL PLANNING LLC are BNDW, BNDW, BNDW. The fund has invested 10.4% of it's portfolio in VANGUARD SCOTTSDALE FDS and 10% of portfolio in VANGUARD SCOTTSDALE FDS.

The fund managers got completely rid off INNOVATOR ETFS TRUST (BAPR), CVR PARTNERS LP (UAN) and SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in INNOVATOR ETFS TRUST (BAPR), LOCKHEED MARTIN CORP (LMT) and EXXON MOBIL CORP (XOM). CYPRESS FINANCIAL PLANNING LLC opened new stock positions in PGIM ROCK ETF TR, BURLINGTON STORES INC (BURL) and INNOVATOR ETFS TRUST (BAPR). The fund showed a lot of confidence in some stocks as they added substantially to PGIM ROCK ETF TR, DIMENSIONAL ETF TRUST (DFAC) 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 -1.93% in the last quarter. In trailing 12 months, it's portfolio return was 10.73%.

Performance
S&P 500

New Buys

Ticker	$ Bought
pgim rock etf tr	772,539
pgim rock etf tr	661,223
pgim rock etf tr	405,448
burlington stores inc	281,779
innovator etfs trust	263,211
innovator etfs trust	246,087
cava group inc	242,700

New stocks bought by CYPRESS FINANCIAL PLANNING LLC

Additions

Ticker	% Inc.
pgim rock etf tr	20.09
dimensional etf trust	18.71
spdr series trust	17.54
procter & gamble co	15.65
spdr series trust	12.73
palantir technologies inc	11.82
nvidia corporation	11.76
broadcom inc	8.91

Additions to existing portfolio by CYPRESS FINANCIAL PLANNING LLC

Reductions

Ticker	% Reduced
innovator etfs trust	-49.47
innovator etfs trust	-49.09
innovator etfs trust	-25.59
lockheed martin corp	-23.68
exxon mobil corp	-21.62
innovator etfs trust	-18.1
innovator etfs trust	-16.67
vanguard index fds	-15.5

CYPRESS FINANCIAL PLANNING LLC reduced stake in above stock

Sold off

Ticker	$ Sold
innovator etfs trust	-417,034
innovator etfs trust	-424,072
innovator etfs trust	-337,875
innovator etfs trust	-285,898
select sector spdr tr	-324,238
innovator etfs trust	-209,878
innovator etfs trust	-204,125
ishares tr	-299,163

CYPRESS FINANCIAL PLANNING LLC got rid off the above stocks

Sector Distribution

CYPRESS FINANCIAL PLANNING LLC has about 93% of it's holdings in Others sector.

Sector	%
Others	93
Financial Services	3.2
Technology	1.4

Market Cap. Distribution

CYPRESS FINANCIAL PLANNING LLC has about 7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	93
MEGA-CAP	4.8
LARGE-CAP	2.2

Stocks belong to which Index?

About 6.9% of the stocks held by CYPRESS FINANCIAL PLANNING LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	93.1
S&P 500	6.9

Top 5 Winners (%)		%
XOM	exxon mobil corp	36.1 %
LMT	lockheed martin corp	21.0 %
JCI	johnson controls internation	8.3 %
PEP	pepsico inc	7.9 %
DFAC	dimensional etf trust	6.0 %

Top 5 Winners ($)		$
VEA	vanguard tax-managed fds	0.6 M
LMT	lockheed martin corp	0.4 M
EMGF	ishares inc	0.1 M
XOM	exxon mobil corp	0.1 M
FNDA	schwab strategic tr	0.1 M

Top 5 Losers (%)		%
SHOP	shopify inc	-27.6 %
QCOM	qualcomm inc	-25.7 %
COF	capital one finl corp	-25.2 %
MSFT	microsoft corp	-24.0 %
IBM	international business machs	-19.7 %

Top 5 Losers ($)		$
IJR	ishares tr	-1.9 M
COF	capital one finl corp	-1.4 M
VB	vanguard index fds	-0.6 M
BNDW	vanguard scottsdale fds	-0.6 M
MS	morgan stanley	-0.5 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 99 stocks in it's portfolio. About 71.5% of the portfolio is in top 10 stocks. IJR 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: 15 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.78	11,179	2,837,000	added	2.06

AAXJ	ishares tr	0.38	12,982	1,378,040	added	6.23

ABBV	abbvie inc	0.08	1,315	285,975	added	3.71

ACWF	ishares tr	5.01	258,712	18,156,400	added	5.38

ACWF	ishares tr	0.10	8,929	379,438	reduced	-0.73

AFK	vaneck etf trust	3.90	492,846	14,154,500	added	5.44

AGT	ishares tr	0.00	0.00	0.00	sold off	-100

AMT	american tower corp	0.09	1,939	334,660	unchanged	0.00

AMZN	amazon com inc	0.41	7,118	1,482,470	added	3.96

AVGO	broadcom inc	0.06	697	215,826	added	8.91

BALT	innovator etfs trust	0.13	14,170	461,375	reduced	-0.34

BALT	innovator etfs trust	0.10	10,793	353,902	reduced	-18.1

BALT	innovator etfs trust	0.09	9,662	335,193	reduced	-1.39

BALT	innovator etfs trust	0.07	8,255	246,087	new

BALT	innovator etfs trust	0.06	7,609	223,871	unchanged	0.00

BAPR	innovator etfs trust	0.19	16,318	702,653	reduced	-25.59

BAPR	innovator etfs trust	0.11	11,538	404,407	unchanged	0.00

BAPR	innovator etfs trust	0.08	8,971	302,772	reduced	-2.62

BAPR	innovator etfs trust	0.07	7,255	263,211	new

BAPR	innovator etfs trust	0.07	5,454	250,707	reduced	-49.47