13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001937021
Total reported value
$412.9M
$412.9M
81 檔
34.7%
The Q2 2025 SEC filing reveals that Cypress Financial Planning LLC held a total portfolio value of $412.9M, covering 81 public equity positions.
In Q2 2025, Cypress Financial Planning LLC displayed an active expansion posture, initiating 6 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 11.20% | -0.70% | +4.12% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.50% | +0.52% | +3.07% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-Other | 8.44% | -0.67% | +6.19% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.32% | -0.16% | +2.22% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 8.25% | -0.86% | +6.69% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-Other | 7.28% | -0.18% | +4.54% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-Other | 7.14% | +0.52% | +7.49% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.07% | -0.11% | +3.52% | |
| 9 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 3.93% | -3.83% | +6.48% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.92% | -0.03% | +1.42% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.80% | +0.05% | -0.96% | |
| 12 | XLF | Ss Financial Select Sector | ETF-Other | 2.69% | — | +3.88% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.56% | -0.13% | -2.79% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.09% | +0.13% | -0.38% | |
| 15 | MS | Morgan Stanley | Stock-Financials | 1.73% | +0.75% | -23.74% | |
| 16 | COF | Capital One Financial CORP | Stock-Financials | 1.58% | -0.04% | — | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.06% | +0.12% | +8.96% | |
| 18 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.62% | -0.10% | +0.81% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.05% | +0.51% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.59% | — | +10.97% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.59% | -0.04% | +0.34% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.58% | +0.66% | — | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | -0.02% | -0.75% | |
| 24 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.49% | -0.05% | -4.79% | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 0.45% | -0.09% | -8.43% | |
| 26 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.44% | -0.43% | EXIT | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.39% | +0.02% | -0.07% | |
| 28 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.33% | -0.02% | -0.93% | |
| 29 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.31% | -0.04% | -0.27% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.29% | -0.05% | +1.37% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.28% | -0.03% | -2.59% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.27% | -0.02% | +10.33% | |
| 33 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.27% | — | +6.60% | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.25% | — | +0.11% | |
| 35 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.25% | -0.01% | +95.27% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.25% | — | — | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.24% | +0.21% | -0.21% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | -0.02% | -17.09% | |
| 39 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.21% | -0.17% | EXIT | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | +0.03% | +3.57% | |
| 41 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.19% | — | -15.84% | |
| 42 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.19% | — | +55.93% | |
| 43 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.18% | -0.01% | -1.18% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | -0.01% | +0.06% | |
| 45 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.16% | — | +1.29% | |
| 46 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.16% | — | +0.02% | |
| 47 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.16% | -0.07% | EXIT | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | +0.01% | +8.27% | |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | — | -4.18% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.15% | — | +5.59% |
According to official SEC Form 13F filings, Cypress Financial Planning LLC reported a total U.S. public equity portfolio value of $412.9M across 81 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VCIT, IVV, VGIT) accounted for 34.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
COF
市值: $4.9M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $3.8M
During Q2 2025, Cypress Financial Planning LLC's top holdings by market value included VCIT (11.2%)、IVV (10.5%)、VGIT (8.4%). The largest single position, VCIT, represented 11.2% of total portfolio value.
In Q2 2025, Cypress Financial Planning LLC made 48 total portfolio adjustments, initiating 6 new buys, adding to 26 positions, trimming 11 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.