CYPRESS FINANCIAL PLANNING LLC — 13F Holdings & Portfolio
CIK 1937021 · latest 13F-HR filed 2026-07-09
CYPRESS FINANCIAL PLANNING LLC manages $412.9M in 13F-reported U.S. long-equity assets across 109 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (9.99%), VCIT (9.69%), VGIT (9.37%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 16 new positions, exited 9, added to 64, and trimmed 8.
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.
HADDON HEIGHTS, NJ 08035
$412.9M
Long-equity book
109
Distinct positions
2026-06-30
Filed 2026-07-09
+16 / −9 / ↑64 / ↓8
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$6.9M +20.2%
- VANGUARD INDEX FDS$5.5M +22.8%
- MORGAN STANLEY$3.7M +60.4%
- VANGUARD TAX-MANAGED FDS$3.7M +11.7%
- VANGUARD SCOTTSDALE FDS$2.4M +6.3%
Top Trims
- VANECK ETF TRUST-$13.9M -98.1%
- NETFLIX INC.-$233.1K -25.2%
- LOCKHEED MARTIN CORP-$160.2K -8.6%
- INNOVATOR ETFS TRUST-$103.4K -14.7%
- DIMENSIONAL ETF TRUST-$83.9K -11.8%
New Positions
- JANUS DETROIT STR TR$18.7M
- INVESCO QQQ TR$2.5M
- AMERICAN CENTY ETF TR$977.1K
- AMERICAN CENTY ETF TR$793.0K
- ISHARES TR$339.6K
Exited Positions
- SPDR SERIES TRUST$1.5M
- DIMENSIONAL ETF TRUST$829.7K
- DIMENSIONAL ETF TRUST$805.3K
- VANECK ETF TRUST$611.2K
- INNOVATOR ETFS TRUST$250.7K
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 | ISHARES TR | IVV | 464287200 | $41.3M | 9.99% | 55,110 | SH |
| 2 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $40.0M | 9.69% | 484,328 | SH |
| 3 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $38.7M | 9.37% | 655,795 | SH |
| 4 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $36.6M | 8.85% | 462,522 | SH |
| 5 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $34.9M | 8.46% | 490,368 | SH |
| 6 | VANGUARD INDEX FDS | VXF | 922908652 | $29.7M | 7.20% | 120,709 | SH |
| 7 | ISHARES TR | DGRO | 46434V621 | $20.2M | 4.90% | 267,041 | SH |
| 8 | VANGUARD INDEX FDS | VNQ | 922908553 | $19.0M | 4.61% | 197,512 | SH |
| 9 | JANUS DETROIT STR TR | JMBS | 47103U852 | $18.7M | 4.52% | 415,201 | SH |
| 10 | ISHARES TR | IEFA | 46432F842 | $11.9M | 2.87% | 122,913 | SH |
| 11 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $11.6M | 2.81% | 194,151 | SH |
| 12 | MORGAN STANLEY | MS | 617446448 | $10.0M | 2.41% | 47,654 | SH |
| 13 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $8.8M | 2.13% | 37,147 | SH |
| 14 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $8.4M | 2.03% | 11,207 | SH |
| 15 | ISHARES INC | IEMG | 46434G103 | $5.1M | 1.22% | 61,000 | SH |
| 16 | CAPITAL ONE FINL CORP | COF | 14040H105 | $4.6M | 1.10% | 22,701 | SH |
| 17 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $3.8M | 0.91% | 107,858 | SH |
| 18 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $3.4M | 0.84% | 101,919 | SH |
| 19 | APPLE INC | AAPL | 037833100 | $3.0M | 0.74% | 10,524 | SH |
| 20 | INVESCO QQQ TR | QQQ | 46090E103 | $2.5M | 0.60% | 3,373 | SH |
| 21 | ISHARES TR | IJR | 464287804 | $2.5M | 0.59% | 16,563 | SH |
| 22 | INVESCO QQQ TR Put | QQQ | 46090E103 | $2.4M | 0.57% | 3,200 | SH |
| 23 | MORGAN STANLEY Put | MS | 617446448 | $2.1M | 0.51% | 10,000 | SH |
| 24 | VANGUARD INDEX FDS | VUG | 922908736 | $2.0M | 0.48% | 22,983 | SH |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.8M | 0.45% | 3,696 | SH |
| 26 | LOCKHEED MARTIN CORP | LMT | 539830109 | $1.7M | 0.41% | 3,327 | SH |
| 27 | VANGUARD INDEX FDS | VTI | 922908769 | $1.6M | 0.39% | 4,378 | SH |
| 28 | AMAZON COM INC | AMZN | 023135106 | $1.6M | 0.39% | 6,737 | SH |
| 29 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $1.5M | 0.37% | 36,546 | SH |
| 30 | ISHARES TR | MUB | 464288414 | $1.5M | 0.36% | 13,816 | SH |
| 31 | ISHARES TR | IEF | 464287440 | $1.5M | 0.36% | 15,533 | SH |
| 32 | DIMENSIONAL ETF TRUST | DGCB | 25434V567 | $1.4M | 0.34% | 25,315 | SH |
| 33 | DIMENSIONAL ETF TRUST | DFSD | 25434V864 | $1.4M | 0.33% | 28,638 | SH |
| 34 | PGIM ROCK ETF TR | DECP | 69420N726 | $1.2M | 0.29% | 36,656 | SH |
| 35 | VANGUARD INTL EQUITY INDEX F | VGK | 922042874 | $1.1M | 0.27% | 12,783 | SH |
| 36 | SPDR SERIES TRUST | SHM | 78468R739 | $1.1M | 0.27% | 22,984 | SH |
| 37 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $977.1K | 0.24% | 7,832 | SH |
| 38 | SPDR SERIES TRUST | TFI | 78468R721 | $961.9K | 0.23% | 21,002 | SH |
| 39 | ISHARES TR | LQD | 464287242 | $927.1K | 0.22% | 8,500 | SH |
| 40 | PGIM ROCK ETF TR | FEBP | 69420N304 | $884.8K | 0.21% | 26,016 | SH |
| 41 | ISHARES TR | EFA | 464287465 | $883.8K | 0.21% | 8,507 | SH |
| 42 | ISHARES TR | IWF | 464287614 | $882.6K | 0.21% | 7,108 | SH |
| 43 | VANGUARD INDEX FDS | VTV | 922908744 | $872.5K | 0.21% | 4,004 | SH |
| 44 | JPMORGAN CHASE & CO | JPM | 46625H100 | $856.2K | 0.21% | 2,616 | SH |
| 45 | PGIM ROCK ETF TR | MRCP | 69420N502 | $822.2K | 0.20% | 23,911 | SH |
| 46 | NVIDIA CORPORATION | NVDA | 67066G104 | $807.9K | 0.20% | 4,038 | SH |
| 47 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $793.0K | 0.19% | 7,695 | SH |
| 48 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $776.7K | 0.19% | 26,391 | SH |
| 49 | ALPHABET INC | GOOG | 02079K107 | $766.4K | 0.19% | 2,169 | SH |
| 50 | JOHNSON CONTROLS INTERNATION | JCI | G51502105 | $750.1K | 0.18% | 5,134 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-09 | $412.9M | 109 | 0001937021-26-000003 |
| 2026-03-31 | 2026-04-15 | $362.6M | 102 | 0001937021-26-000002 |
| 2025-12-31 | 2026-01-14 | $362.2M | 105 | 0001937021-26-000001 |