Cypress Financial Planning LLC Portfolio Holdings

Cypress Financial Planning LLC

  • $343 Million
  • Q4 2025

Cypress Financial Planning LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $343 Million distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $36.9M, Vanguard Intermediate Term Tre with a value of $34.7M, Ishares Core S&P 500 ETF with a value of $34.5M, Vanguard Sht Term Corp Bd ETF with a value of $33.9M, and Vanguard Ftse Developed Market with a value of $29.6M.

Examining the 13F form we can see an increase of $20.4M in the current position value, from $322M to 343M.

Below you can find more details about Cypress Financial Planning LLC portfolio as well as his latest detailed transactions.

Portfolio value $343 Million
ETFs: $314 Million
Financial Services: $13.8 Million
Technology: $5.69 Million
Industrials: $2.5 Million
Consumer Cyclical: $2.34 Million
Communication Services: $1.97 Million
Consumer Defensive: $605,000
Healthcare: $583,000
Other: $983,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $343 Million
  • Prior Value $322 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 18 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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