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Latest CYPRESS FINANCIAL PLANNING LLC Stock Portfolio

$373Million | No. of Holdings #101

CYPRESS FINANCIAL PLANNING LLC Performance

2026 Q3-2.02%
YTD+1.03%
2025+12.66%

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

On 2026-10-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, CYPRESS FINANCIAL PLANNING LLC reported an equity portfolio of $373.5 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of CYPRESS FINANCIAL PLANNING LLC are IJR, BNDW, VEA. The fund has invested 11.4% of it's portfolio in ISHARES TR and 9.3% of portfolio in VANGUARD SCOTTSDALE FDS. <br><br> The fund managers got completely rid off SPDR SERIES TRUST (BIL), EXXON MOBIL CORP (XOM) and PEPSICO INC (PEP) stocks. They significantly reduced their stock positions in DIMENSIONAL ETF TRUST (DFAC), VANGUARD SCOTTSDALE FDS (BNDW) and ISHARES TR (IJR). CYPRESS FINANCIAL PLANNING LLC opened new stock positions in INVESCO EXCHANGE TRADED FD T (CSD), PGIM ROCK ETF TR and PALANTIR TECHNOLOGIES INC (PLTR). The fund showed a lot of confidence in some stocks as they added substantially to INNOVATOR ETFS TRUST (BALT), VANGUARD INDEX FDS (VB) and INNOVATOR ETFS TRUST (BAPR).
CYPRESS FINANCIAL PLANNING LLC Equity Portfolio Value
Last Reported on: 09 Oct, 2026
$373Million
  as of Oct 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 -2.02% in the last quarter. In trailing 12 months, it's portfolio return was 3.7%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
invesco exchange traded fd t12,838,700
pgim rock etf tr385,537
pgim rock etf tr291,532
palantir technologies inc254,388
invesco exch trd slf idx fd216,055
space exploration techn corp214,674
spdr series trust202,804
New stocks bought by CYPRESS FINANCIAL PLANNING LLC

Additions

Ticker% Inc.
innovator etfs trust65.94
vanguard index fds35.43
innovator etfs trust22.08
janus detroit str tr18.95
vanguard mun bd fds14.35
vanguard index fds11.6
spdr series trust11.4
ishares tr9.38
Additions to existing portfolio by CYPRESS FINANCIAL PLANNING LLC

Reductions

Ticker% Reduced
dimensional etf trust-65.5
vanguard scottsdale fds-57.53
ishares tr-46.09
spdr series trust-42.74
ishares tr-38.56
ishares tr-35.18
vanguard scottsdale fds-32.69
schwab strategic tr-23.08
CYPRESS FINANCIAL PLANNING LLC reduced stake in above stock

Sold off

Ticker$ Sold
spdr series trust-571,731
global x fds-208,480
vaneck etf trust-272,780
innovator etfs trust-272,119
global x fds-203,379
exxon mobil corp-484,482
innovator etfs trust-206,634
j p morgan exchange traded f-212,836
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.

  • Others
  • Financial Services
  • Technology
Sector%
Others92.8
Financial Services3.5
Technology1.6

Market Cap. Distribution

CYPRESS FINANCIAL PLANNING LLC has about 7.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED92.8
MEGA-CAP5
LARGE-CAP2.2

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.

  • Others
  • S&P 500
Index%
Others92.9
S&P 5007.1
Top 5 Winners (%)%
MSFT
microsoft corp
36.1 %
SHOP
shopify inc
29.4 %
AAPL
apple inc
14.5 %
NVDA
nvidia corporation
13.7 %
FNDA
schwab strategic tr
6.2 %
Top 5 Winners ($)$
IJR
ishares tr
0.9 M
AAPL
apple inc
0.4 M
FNDA
schwab strategic tr
0.2 M
MSFT
microsoft corp
0.2 M
SPY
state str spdr s&p 500 etf t
0.2 M
Top 5 Losers (%)%
IBM
international business machs
-21.6 %
BURL
burlington stores inc
-15.7 %
TSLA
tesla inc
-15.5 %
MCD
mcdonalds corp
-14.4 %
UNH
unitedhealth group inc
-11.5 %
Top 5 Losers ($)$
VB
vanguard index fds
-1.8 M
BNDW
vanguard scottsdale fds
-1.5 M
VB
vanguard index fds
-1.4 M
BNDW
vanguard scottsdale fds
-1.3 M
JAAA
janus detroit str tr
-1.2 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 101 stocks in it's portfolio. About 67.3% 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.

$370.81MTotal Value
112Positions
09 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of CYPRESS FINANCIAL PLANNING LLC, last reported on 09 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CYPRESS FINANCIAL PLANNING LLC's holding in Ishares Tr over time
0.23%8,489
$858.2K
0.23%
decreased 38.56 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
CYPRESS FINANCIAL PLANNING LLC's holding in Ishares Tr over time
4.92%243,711
$18.37M
4.92%
decreased 8.74 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
CYPRESS FINANCIAL PLANNING LLC's holding in Ishares Tr over time
0.11%8,720
$404.5K
0.11%
decreased 1.87 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%7,759
$913.7K
0.24%
decreased 0.93 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
CYPRESS FINANCIAL PLANNING LLC's holding in American Centy Etf Tr over time
0.23%7,810
$854.3K
0.23%
increased 1.49 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
CYPRESS FINANCIAL PLANNING LLC's holding in Vaneck Etf Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGNG
Global X Fds

Global X Fds

AGNG
CYPRESS FINANCIAL PLANNING LLC's holding in Global X Fds over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGNG
Global X Fds

Global X Fds

AGNG
CYPRESS FINANCIAL PLANNING LLC's holding in Global X Fds over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGT
Ishares Tr

Ishares Tr

AGT
CYPRESS FINANCIAL PLANNING LLC's holding in Ishares Tr over time
0.09%3,721
$333.0K
0.09%
decreased 2.46 percentreduced
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
CYPRESS FINANCIAL PLANNING LLC's holding in Innovator Etfs Trust over time
0.16%17,059
$595.6K
0.16%
increased 65.94 percentadded
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
CYPRESS FINANCIAL PLANNING LLC's holding in Innovator Etfs Trust over time
0.13%14,094
$486.6K
0.13%
decreased 0.19 percentreduced
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
CYPRESS FINANCIAL PLANNING LLC's holding in Innovator Etfs Trust over time
0.09%9,369
$344.9K
0.09%
decreased 0.09 percentreduced
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
CYPRESS FINANCIAL PLANNING LLC's holding in Innovator Etfs Trust over time
0.07%8,651
$270.2K
0.07%
decreased 1.76 percentreduced
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
CYPRESS FINANCIAL PLANNING LLC's holding in Innovator Etfs Trust over time
0.06%7,500
$235.4K
0.06%
decreased 7.46 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
CYPRESS FINANCIAL PLANNING LLC's holding in Innovator Etfs Trust over time
0.16%16,378
$591.7K
0.16%
increased 22.08 percentadded