CYPRESS FINANCIAL PLANNING LLC
•CIK: 1937021•Filing: Q4 2025
**CYPRESS FINANCIAL PLANNING LLC** manages $353M across a diversified portfolio of 103 positions. The fund exhibits a significant allocation to fixed income and broad market exposure, notably holding $37.1M in VCIT and $35.2M in IVV. Core holdings further include substantial positions in VGIT ($34.7M), VCSH ($34.0M), and VEA ($30.3M). This structure suggests a tactical focus on income generation and global equity diversification.
Total AUM
$350.4M
QoQ Performance
+7.6%
Positions
45
Top 10 Concentration
72.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VCIT
IVV
VGIT
VCSH
VEA
VXF
VCIT10.6%
IVV10.1%
VGIT9.9%
VCSH9.7%
VEA8.6%
VXF6.8%
DGRO4.9%
VNQ4.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other82.1%
ETF10.2%
Financial3.9%
Technology1.7%
Industrial0.7%
Consumer0.7%
Communication0.3%
Healthcare0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW18 new positions
↑43 increased
↓34 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022