CYPRESS FINANCIAL PLANNING LLC — 13F Holdings & Portfolio
CIK 1937021 · latest 13F-HR filed 2026-04-15
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$362.6M
Long-equity book
Holdings
102
Distinct positions
Period
2026-03-31
Filed 2026-04-15
Q/Q Activity
+7 / −10 / ↑13 / ↓31
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$989.1K +5.8%
- ISHARES TR$167.7K +8.6%
- PGIM ROCK ETF TR$160.9K +16.6%
- SPDR SERIES TRUST$123.6K +16.6%
- DIMENSIONAL ETF TRUST$112.5K +18.9%
Top Trims
- CAPITAL ONE FINL CORP-$1.4M -25.2%
- MORGAN STANLEY-$543.4K -8.0%
- STATE STR SPDR S&P 500 ETF T-$422.1K -5.8%
- SCHWAB STRATEGIC TR-$394.0K -12.1%
- INNOVATOR ETFS TRUST-$258.3K -26.9%
New Positions
- PGIM ROCK ETF TR$772.5K
- PGIM ROCK ETF TR$661.2K
- PGIM ROCK ETF TR$405.4K
- BURLINGTON STORES INC$281.8K
- INNOVATOR ETFS TRUST$263.2K
Exited Positions
- INNOVATOR ETFS TRUST$424.1K
- INNOVATOR ETFS TRUST$417.0K
- CVR PARTNERS LP$343.9K
- INNOVATOR ETFS TRUST$337.9K
- SELECT SECTOR SPDR TR$324.2K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $37.7M | 10.39% | 455,130 | SH |
| 2 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $36.4M | 10.04% | 611,605 | SH |
| 3 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $35.2M | 9.71% | 444,194 | SH |
| 4 | ISHARES TR | IVV | 464287200 | $34.3M | 9.47% | 52,574 | SH |
| 5 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $31.3M | 8.62% | 487,941 | SH |
| 6 | VANGUARD INDEX FDS | VXF | 922908652 | $24.2M | 6.68% | 117,636 | SH |
| 7 | ISHARES TR | DGRO | 46434V621 | $18.2M | 5.01% | 258,712 | SH |
| 8 | VANGUARD INDEX FDS | VNQ | 922908553 | $17.4M | 4.79% | 195,683 | SH |
| 9 | VANECK ETF TRUST | ANGL | 92189F437 | $14.2M | 3.90% | 492,846 | SH |
| 10 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $10.3M | 2.84% | 190,806 | SH |
| 11 | ISHARES TR | IEFA | 46432F842 | $10.2M | 2.82% | 112,782 | SH |
| 12 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $8.2M | 2.26% | 38,148 | SH |
| 13 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $6.9M | 1.90% | 10,579 | SH |
| 14 | MORGAN STANLEY | MS | 617446448 | $6.2M | 1.71% | 37,745 | SH |
| 15 | CAPITAL ONE FINL CORP | COF | 14040H105 | $4.1M | 1.14% | 22,701 | SH |
| 16 | ISHARES INC | IEMG | 46434G103 | $4.0M | 1.10% | 57,295 | SH |
| 17 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $3.2M | 0.87% | 103,910 | SH |
| 18 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $2.9M | 0.79% | 98,294 | SH |
| 19 | APPLE INC | AAPL | 037833100 | $2.8M | 0.78% | 11,179 | SH |
| 20 | ISHARES TR | IJR | 464287804 | $2.1M | 0.59% | 17,091 | SH |
| 21 | LOCKHEED MARTIN CORP | LMT | 539830109 | $1.9M | 0.51% | 3,069 | SH |
| 22 | INVESCO QQQ TR Put | QQQ | 46090E103 | $1.9M | 0.51% | 3,200 | PRN |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.8M | 0.50% | 3,784 | SH |
| 24 | VANGUARD INDEX FDS | VUG | 922908736 | $1.7M | 0.46% | 3,798 | SH |
| 25 | MORGAN STANLEY Put | MS | 617446448 | $1.6M | 0.45% | 10,000 | PRN |
| 26 | SPDR SERIES TRUST | SJNK | 78468R408 | $1.5M | 0.43% | 61,908 | SH |
| 27 | AMAZON COM INC | AMZN | 023135106 | $1.5M | 0.41% | 7,118 | SH |
| 28 | ISHARES TR | IEF | 464287440 | $1.5M | 0.41% | 15,533 | SH |
| 29 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $1.4M | 0.39% | 33,139 | SH |
| 30 | ISHARES TR | MUB | 464288414 | $1.4M | 0.38% | 12,982 | SH |
| 31 | DIMENSIONAL ETF TRUST | DFSD | 25434V864 | $1.4M | 0.38% | 28,462 | SH |
| 32 | DIMENSIONAL ETF TRUST | DGCB | 25434V567 | $1.3M | 0.37% | 24,761 | SH |
| 33 | PGIM ROCK ETF TR | DECP | 69420N726 | $1.1M | 0.31% | 38,034 | SH |
| 34 | VANGUARD INTL EQUITY INDEX F | VGK | 922042874 | $1.1M | 0.29% | 12,782 | SH |
| 35 | ISHARES TR | LQD | 464287242 | $992.2K | 0.27% | 9,104 | SH |
| 36 | SPDR SERIES TRUST | SHM | 78468R739 | $979.9K | 0.27% | 20,487 | SH |
| 37 | NETFLIX INC. | NFLX | 64110L106 | $926.6K | 0.26% | 9,637 | SH |
| 38 | SPDR SERIES TRUST | TFI | 78468R721 | $867.5K | 0.24% | 19,134 | SH |
| 39 | ISHARES TR | EFA | 464287465 | $863.9K | 0.24% | 8,894 | SH |
| 40 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $829.7K | 0.23% | 11,664 | SH |
| 41 | DIMENSIONAL ETF TRUST | DISV | 25434V781 | $805.3K | 0.22% | 20,418 | SH |
| 42 | VANGUARD INDEX FDS | VTV | 922908744 | $775.4K | 0.21% | 3,952 | SH |
| 43 | PGIM ROCK ETF TR | FEBP | 69420N304 | $772.5K | 0.21% | 24,697 | SH |
| 44 | ISHARES TR | IWF | 464287614 | $757.7K | 0.21% | 1,777 | SH |
| 45 | DIMENSIONAL ETF TRUST | DUSB | 25434V591 | $709.0K | 0.20% | 13,982 | SH |
| 46 | INNOVATOR ETFS TRUST | PSEP | 45782C656 | $702.7K | 0.19% | 16,318 | SH |
| 47 | JPMORGAN CHASE & CO | JPM | 46625H100 | $699.9K | 0.19% | 2,379 | SH |
| 48 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $697.7K | 0.19% | 27,211 | SH |
| 49 | JOHNSON CONTROLS INTERNATION | JCI | G51502105 | $672.3K | 0.19% | 5,134 | SH |
| 50 | PGIM ROCK ETF TR | MRCP | 69420N502 | $661.2K | 0.18% | 20,868 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-15 | $362.6M | 102 | 0001937021-26-000002 |
| 2025-12-31 | 2026-01-14 | $362.2M | 105 | 0001937021-26-000001 |