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CIK: 0001937021
Total reported value
$412.9M
$412.9M
103 檔
41.5%
At the close of Q4 2025, Cypress Financial Planning LLC disclosed equity holdings valued at approximately $412.9M, spread across 103 reported holdings.
In Q4 2025, Cypress Financial Planning LLC displayed an active expansion posture, initiating 18 new positions and adding to 24 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 | 10.24% | -0.70% | +2.99% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.72% | +0.52% | +0.46% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-Other | 9.58% | -0.67% | +25.61% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 9.39% | -0.86% | +25.16% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.36% | -0.16% | +6.66% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 6.57% | +0.52% | +0.38% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.74% | -0.11% | +25.25% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.70% | -0.18% | -26.31% | |
| 9 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 3.79% | -3.83% | +6.34% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.79% | -0.03% | +4.39% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.77% | +0.05% | +4.48% | |
| 12 | MS | Morgan Stanley | Stock-Financials | 2.36% | +0.75% | +0.28% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.30% | -0.13% | +0.22% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.22% | +0.13% | +3.70% | |
| 15 | COF | Capital One Financial CORP | Stock-Financials | 1.53% | -0.04% | -0.44% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.07% | +0.12% | +5.19% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.90% | +0.05% | — | |
| 18 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.90% | +0.04% | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.83% | -0.04% | +23.65% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.55% | +0.66% | -99.00% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.54% | -0.10% | -1.76% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.54% | — | -1.74% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.05% | +0.27% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.50% | +0.02% | +50.30% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | -0.02% | +0.31% | |
| 26 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.44% | -0.43% | EXIT | |
| 27 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.41% | -0.05% | -1.23% | |
| 28 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.37% | -0.02% | — | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.36% | -0.02% | +41.55% | |
| 30 | DFSD | Dimensional Short Duration | ETF-Other | 0.36% | -0.05% | — | |
| 31 | DGCB | Dimensional Global Credit | ETF-Other | 0.36% | -0.03% | — | |
| 32 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.30% | -0.02% | — | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.28% | -0.05% | +10.44% | |
| 34 | DECP | Pgim S&p 500 Buffer 12 ETF - | ETF-Large Cap & Growth | 0.27% | -0.02% | — | |
| 35 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.27% | -0.04% | -3.93% | |
| 36 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.26% | — | +1.04% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.25% | -0.09% | +852.15% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.24% | -0.03% | -0.89% | |
| 39 | DISV | Dimensional International Sm | ETF-Other | 0.24% | -0.22% | EXIT | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.23% | — | — | |
| 41 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.23% | -0.23% | EXIT | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.22% | +0.21% | -2.39% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | +0.02% | +59.08% | |
| 44 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.21% | -0.01% | -13.58% | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.20% | — | -10.82% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.19% | — | +207.96% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.19% | +0.03% | — | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | -0.02% | +0.93% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | +0.02% | +0.65% | |
| 50 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.18% | -0.17% | EXIT |
According to official SEC Form 13F filings, Cypress Financial Planning LLC reported a total U.S. public equity portfolio value of $412.9M across 103 disclosed positions in Q4 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 41.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
SCHG
市值: $3.3M
Top Position Liquidated / Trimmed
VZ
前期市值: $265.4K
During Q4 2025, Cypress Financial Planning LLC's top holdings by market value included VCIT (10.2%)、IVV (9.7%)、VGIT (9.6%). The largest single position, VCIT, represented 10.2% of total portfolio value.
In Q4 2025, Cypress Financial Planning LLC made 50 total portfolio adjustments, initiating 18 new buys, adding to 24 positions, trimming 6 holdings, and fully liquidating 2 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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