StockDriftsStockDriftsTop 50 Cypress Financial Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.11% | 55.1K | $41.3M | +4.82%(+2.54K) | $470.46(+65.57%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 9.81% | 484.3K | $40.0M | +6.42%(+29.20K) | $82.06(-1.11%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 9.48% | 655.8K | $38.7M | +7.23%(+44.19K) | $59.18(-1.35%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 8.96% | 462.5K | $36.6M | +4.13%(+18.33K) | $78.12(+0.66%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 8.56% | 490.4K | $34.9M | +0.50%(+2.43K) | $48.37(+52.99%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 7.28% | 120.7K | $29.7M | +2.61%(+3.07K) | $164.16(+50.98%) | 2026-06-30 | |
| DGRO | ISHARES TR | 4.96% | 267.0K | $20.2M | +3.22%(+8.33K) | $58.00(+37.22%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 4.67% | 197.5K | $19.0M | +0.93%(+1.83K) | $90.55(+8.00%) | 2026-06-30 | |
| JMBS | JANUS DETROIT STR TR | 4.58% | 415.2K | $18.7M | new | $45.13(-1.72%) | 2026-06-30 | |
| IEFA | ISHARES TR | 2.91% | 122.9K | $11.9M | +8.98%(+10.13K) | $75.49(+34.22%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.18% | +33.76% | — | — | +42.87% |
| Top 20 Holdings Unweighted | +13.57% | +46.48% | — | — | +55.65% |
Cypress Financial Planning LLC reports $412.92M in US-listed equity holdings across 106 positions in its most recent 13F filing. Its largest disclosed positions are IVV (10.1%), VCIT (9.8%) and VGIT (9.5%). The top 20 holdings account for 86.28% of reported assets. Its disclosed equity book has returned +33.76% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Cypress Financial Planning LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Cypress Financial Planning LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1937021). View Cypress Financial Planning LLC’s 13F filings on SEC