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Cypress Financial Planning

Latest statistics and disclosures from Cypress Financial Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, VCSH, VEA, VXF, VGIT, and represent 44.07% of Cypress Financial Planning's stock portfolio.
Added to shares of these 10 stocks: RSP (+$13M), JMBS, IEFA, VNQ, VTI, IEMG, SEPP, OCTP, VXF, PLTR.
Started 7 new stock positions in RSP, SEPP, SPCX, HYMB, OCTP, BSCY, PLTR.
Reduced shares in these 10 stocks: VCIT (-$22M), VGIT (-$12M), MS, QQQ, DGRO, VCSH, SPY, , MUB, IEF.
Sold out of its positions in EA, XOM, XYLD, QYLD, BJAN, IJAN, JEPQ, LLY, PEP, SPIB. ANGL.
Cypress Financial Planning was a net seller of stock by $-30M.
Cypress Financial Planning has $374M in assets under management (AUM), dropping by -9.55%.
Central Index Key (CIK): 0001937021

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Portfolio Holdings for Cypress Financial Planning

Cypress Financial Planning holds 102 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	11.4	$42M		55k	765.86	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	9.3	$35M	-3%	448k	77.25	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	9.2	$34M		486k	70.61	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	7.6	$28M		122k	231.63	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	6.7	$25M	-32%	441k	56.66	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	5.6	$21M	+18%	494k	42.26	View chart
Ishares Tr Core Div Grwth (DGRO)	4.9	$18M	-8%	244k	75.39	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	4.9	$18M	+3%	205k	89.63	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	4.3	$16M	-57%	206k	78.31	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.5	$13M	+9%	134k	96.88	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.4	$13M	NEW	62k	208.02	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.1	$12M		195k	59.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.2	$8.4M	-3%	36k	233.31	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.2	$8.1M	-8%	11k	762.64	View chart
Morgan Stanley Com New (MS)	1.9	$7.1M	-34%	38k	188.08	View chart
Ishares Core Msci Emkt (IEMG)	1.4	$5.4M	+8%	66k	81.16	View chart
Capital One Financial (COF)	1.2	$4.4M		23k	193.07	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.0	$3.6M		101k	35.93	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.9	$3.5M	-2%	105k	33.31	View chart
Apple (AAPL)	0.9	$3.2M	-7%	9.7k	333.04	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)	0.6	$2.4M	-51%	3.2k	737.66	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.6	$2.2M	+35%	5.9k	374.25	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$2.2M	-3%	16k	136.04	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.5	$2.1M		23k	90.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.7M	-9%	3.3k	498.01	View chart
Lockheed Martin Corporation (LMT)	0.4	$1.7M	-2%	3.2k	509.28	View chart
Amazon (AMZN)	0.4	$1.6M	-3%	6.5k	249.15	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.4	$1.5M		36k	40.12	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.4	$1.4M	+4%	30k	46.47	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.4	$1.4M	+4%	27k	51.91	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.3	$1.2M	+11%	26k	46.65	View chart
Pgim Rock Etf Tr S&p 500 Buffer (DECP)	0.3	$1.1M	-8%	34k	33.43	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$1.1M		13k	86.80	View chart
Pgim Rock Etf Tr S&p 500 Buffer (FEBP)	0.2	$922k		26k	34.96	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$914k		7.8k	117.77	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$899k	-35%	10k	89.31	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$890k		7.1k	125.26	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$881k		8.5k	103.88	View chart
NVIDIA Corporation (NVDA)	0.2	$869k	-5%	3.8k	228.36	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.2	$865k		4.0k	216.08	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$858k	-38%	8.5k	101.10	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$854k		7.8k	109.38	View chart
Johnson Controls Internation SHS (JCI)	0.2	$763k		5.1k	148.65	View chart
Pgim Rock Etf Tr S&p 500 Buffer (MRCP)	0.2	$756k	-10%	22k	35.26	View chart
JPMorgan Chase & Co. (JPM)	0.2	$752k	-13%	2.3k	330.80	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$749k		2.2k	340.77	View chart
Microsoft Corporation (MSFT)	0.2	$744k	+5%	1.5k	512.99	View chart
Visa Com Cl A (V)	0.2	$718k		2.0k	359.36	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$708k	+14%	15k	47.36	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$682k	+3%	14k	50.21	View chart
Netflix (NFLX)	0.2	$681k		9.8k	69.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$661k	+11%	943.00	700.72	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$657k		7.3k	89.76	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$610k		4.8k	128.10	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$609k	-23%	20k	30.00	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.2	$596k	+65%	17k	34.92	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.2	$592k	+22%	16k	36.13	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$536k		1.9k	277.89	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.1	$529k		1.9k	284.49	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.1	$514k	-42%	12k	42.77	View chart
Ea Series Trust Camb Us Equa Etf (USEW)	0.1	$502k		9.1k	55.33	View chart
Innovator Etfs Trust Intl De Pwr Dece (IDEC)	0.1	$487k		14k	34.53	View chart
Pgim Rock Etf Tr S&p 500 Buffer (JANP)	0.1	$482k	-4%	14k	35.70	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$471k	-22%	10k	46.86	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$468k	-46%	4.6k	102.18	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$419k		11k	37.77	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$405k		8.7k	46.39	View chart
Qualcomm (QCOM)	0.1	$404k		2.2k	184.07	View chart
Pgim Rock Etf Tr S&p 500 Buffer (SEPP)	0.1	$386k	NEW	12k	33.20	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$361k	-3%	8.5k	42.40	View chart
Abbvie (ABBV)	0.1	$345k		1.3k	261.63	View chart
Innovator Etfs Trust Intl Dev Pwr Buf (INOV)	0.1	$345k		9.4k	36.81	View chart
McDonald's Corporation (MCD)	0.1	$338k	+2%	1.5k	231.02	View chart
UnitedHealth (UNH)	0.1	$336k	+3%	915.00	367.24	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$336k	+2%	2.3k	148.30	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$333k	-2%	3.7k	89.48	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$330k		3.5k	95.04	View chart
American Tower Reit (AMT)	0.1	$318k	-15%	1.9k	163.71	View chart
Pgim Rock Etf Tr S&p 500 Buffer (OCTP)	0.1	$292k	NEW	8.7k	33.52	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.1	$282k		835.00	337.83	View chart
Tesla Motors (TSLA)	0.1	$279k	+2%	785.00	354.81	View chart
Innovator Etfs Trust Intl De Pw June (IJUN)	0.1	$270k		8.7k	31.23	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$268k		12k	22.04	View chart
Procter & Gamble Company (PG)	0.1	$260k		1.8k	145.25	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$260k		4.9k	52.86	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$257k	-3%	5.5k	47.11	View chart
Palantir Technologies Cl A (PLTR)	0.1	$254k	NEW	1.4k	187.05	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.1	$253k	-16%	8.5k	29.59	View chart
International Business Machines (IBM)	0.1	$251k		1.1k	219.87	View chart
Johnson & Johnson (JNJ)	0.1	$246k	+3%	928.00	264.69	View chart
Broadcom (AVGO)	0.1	$243k	+3%	691.00	350.94	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.1	$241k		1.0k	231.03	View chart
Innovator Etfs Trust Intl Developed P (IFEB)	0.1	$235k	-7%	7.5k	31.39	View chart
Burlington Stores (BURL)	0.1	$231k		866.00	267.19	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$229k	+4%	8.3k	27.47	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBNV)	0.1	$224k	-21%	7.1k	31.81	View chart
Invesco Exch Trd Slf Idx Bull 2034 Co Etf (BSCY)	0.1	$216k	NEW	11k	19.52	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$215k	NEW	1.4k	150.86	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.1	$214k	-65%	4.2k	50.49	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$209k		843.00	247.93	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.1	$203k	NEW	8.6k	23.47	View chart
Pgim Rock Etf Tr S&p 500 Buffer (APRP)	0.1	$202k	-20%	6.1k	33.38	View chart

Past Filings by Cypress Financial Planning

SEC 13F filings are viewable for Cypress Financial Planning going back to 2022

Cypress Financial Planning 2026 Q3 filed Oct. 9, 2026
Cypress Financial Planning 2026 Q2 filed July 9, 2026
Cypress Financial Planning 2026 Q1 filed April 15, 2026
Cypress Financial Planning 2025 Q4 filed Jan. 14, 2026
Cypress Financial Planning 2025 Q3 filed Oct. 9, 2025
Cypress Financial Planning 2025 Q2 filed July 11, 2025
Cypress Financial Planning 2025 Q1 filed April 9, 2025
Cypress Financial Planning 2024 Q4 filed Jan. 14, 2025
Cypress Financial Planning 2024 Q3 filed Oct. 7, 2024
Cypress Financial Planning 2024 Q2 filed July 17, 2024
Cypress Financial Planning 2024 Q1 filed April 12, 2024
Cypress Financial Planning 2023 Q4 filed Jan. 10, 2024
Cypress Financial Planning 2023 Q3 filed Oct. 11, 2023
Cypress Financial Planning 2023 Q2 filed July 12, 2023
Cypress Financial Planning 2023 Q1 filed April 7, 2023
Cypress Financial Planning 2022 Q4 filed Jan. 31, 2023

View all past filings

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