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CIK: 0001937021
Total reported value
$412.9M
$412.9M
87 檔
36.8%
In Q3 2025, Cypress Financial Planning LLC's U.S. equity holdings reached a combined market value of $412.9M, distributed across 87 disclosed stock positions.
In Q3 2025, Cypress Financial Planning LLC displayed an active expansion posture, initiating 10 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 | 11.00% | -0.70% | +3.68% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.37% | +0.52% | -1.94% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-Other | 8.42% | -0.67% | +6.41% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 8.30% | -0.86% | +7.04% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.27% | -0.16% | +1.23% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-Other | 7.22% | -0.18% | +3.36% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-Other | 7.16% | +0.52% | -1.18% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.07% | -0.11% | +0.39% | |
| 9 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 3.98% | -3.83% | +6.92% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.97% | -0.03% | -0.68% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.84% | +0.05% | +3.75% | |
| 12 | XLF | Ss Financial Select Sector | ETF-Other | 2.63% | — | +1.63% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.47% | -0.13% | -2.02% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.08% | +0.13% | -1.16% | |
| 15 | MS | Morgan Stanley | Stock-Financials | 1.83% | +0.75% | +0.01% | |
| 16 | COF | Capital One Financial CORP | Stock-Financials | 1.48% | -0.04% | +0.01% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.10% | +0.12% | +1.80% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.69% | -0.04% | +0.36% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.62% | -0.10% | -0.05% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.59% | — | -1.27% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.59% | +0.66% | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.05% | +0.16% | |
| 23 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.46% | -0.05% | — | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | -0.02% | -1.07% | |
| 25 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.45% | -0.43% | EXIT | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.37% | -0.09% | +0.10% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.36% | +0.02% | -10.11% | |
| 28 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.31% | -0.02% | -0.08% | |
| 29 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.30% | -0.04% | -2.04% | |
| 30 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.29% | — | +14.13% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.28% | -0.02% | +7.79% | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.28% | -0.05% | +1.93% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.26% | -0.03% | -2.46% | |
| 34 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.26% | -0.01% | +8.88% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.25% | — | -1.17% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.24% | — | -4.25% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.24% | +0.21% | -0.04% | |
| 38 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.23% | -0.17% | EXIT | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | +0.03% | +2.07% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | -0.02% | +2.05% | |
| 41 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.19% | — | +3.79% | |
| 42 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.18% | — | — | |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | — | +12.74% | |
| 44 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.17% | -0.01% | -4.33% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | -0.01% | +0.04% | |
| 46 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.16% | -0.07% | EXIT | |
| 47 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.16% | — | -1.87% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.16% | +0.02% | -4.64% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | +0.01% | +1.43% | |
| 50 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.15% | — | -5.94% |
According to official SEC Form 13F filings, Cypress Financial Planning LLC reported a total U.S. public equity portfolio value of $412.9M across 87 disclosed positions in Q3 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 36.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
COF
市值: $4.8M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $3.8M
During Q3 2025, Cypress Financial Planning LLC's top holdings by market value included VCIT (11.0%)、IVV (10.4%)、VGIT (8.4%). The largest single position, VCIT, represented 11.0% of total portfolio value.
In Q3 2025, Cypress Financial Planning LLC made 49 total portfolio adjustments, initiating 10 new buys, adding to 26 positions, trimming 10 holdings, and fully liquidating 3 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.
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