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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, VCIT, VGIT, VCSH, VEA, and represent 46.37% of Cypress Financial Planning's stock portfolio.
Added to shares of these 10 stocks: JMBS (+$19M), VGIT, QQQ, VCIT, MS, IVV, VUG, VCSH, IEFA, AVUV.
Started 15 new stock positions in VBR, JEPQ, AVDV, VBK, IDEV, LLY, SCHF, XYLD, AVUV, APRP. JNJ, JMBS, BJAN, IWD, QYLD.
Reduced shares in these 10 stocks: ANGL (-$14M), , DFAS, DISV, HYD, PJUL, CAVA, VIG, JNK, PLTR.
Sold out of its positions in CAVA, DFAS, DISV, PNOV, PJUL, PLTR, SJNK, JNK, HYD.
Cypress Financial Planning was a net buyer of stock by $25M.
Cypress Financial Planning has $413M in assets under management (AUM), dropping by 13.88%.
Central Index Key (CIK): 0001937021

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Portfolio Holdings for Cypress Financial Planning

Cypress Financial Planning holds 106 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	10.0	$41M	+4%	55k	748.89	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	9.7	$40M	+6%	484k	82.65	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	9.4	$39M	+7%	656k	58.98	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	8.9	$37M	+4%	463k	79.03	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	8.5	$35M		490k	71.25	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	7.2	$30M	+2%	121k	246.21	View chart
Ishares Tr Core Div Grwth (DGRO)	4.9	$20M	+3%	267k	75.79	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	4.6	$19M		198k	96.43	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	4.5	$19M	NEW	415k	44.99	View chart
Morgan Stanley Com New (MS)	2.9	$12M	+20%	58k	209.04	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.9	$12M	+8%	123k	96.58	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.8	$12M		194k	59.69	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.1	$8.8M	-2%	37k	236.62	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.1	$8.7M	+5%	12k	746.80	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$5.1M	+6%	61k	82.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$4.8M	+105%	6.6k	736.51	View chart
Capital One Financial (COF)	1.1	$4.6M		23k	200.62	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.9	$3.8M	+3%	108k	34.81	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$3.4M	+3%	102k	33.84	View chart
Apple (AAPL)	0.7	$3.0M	-5%	11k	289.36	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$2.5M	-3%	17k	148.31	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$2.0M	+505%	23k	86.14	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.8M	-2%	3.7k	500.39	View chart
Lockheed Martin Corporation (LMT)	0.4	$1.7M	+8%	3.3k	509.46	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.6M	+116%	4.4k	370.03	View chart
Amazon (AMZN)	0.4	$1.6M	-5%	6.7k	238.34	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.4	$1.5M	+10%	37k	42.21	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$1.5M	+6%	14k	107.62	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$1.5M		16k	94.57	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.3	$1.4M	+2%	25k	54.67	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.3	$1.4M		29k	47.75	View chart
Pgim Rock Etf Tr S&p 500 Buffer (DECP)	0.3	$1.2M	-3%	37k	32.49	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$1.1M		13k	88.54	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.3	$1.1M	+12%	23k	47.97	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$977k	NEW	7.8k	124.76	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.2	$962k	+9%	21k	45.80	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$927k	-6%	8.5k	109.07	View chart
Pgim Rock Etf Tr S&p 500 Buffer (FEBP)	0.2	$885k	+5%	26k	34.01	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$884k	-4%	8.5k	103.89	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$883k	+300%	7.1k	124.17	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$873k		4.0k	217.91	View chart
JPMorgan Chase & Co. (JPM)	0.2	$856k	+9%	2.6k	327.28	View chart
Pgim Rock Etf Tr S&p 500 Buffer (MRCP)	0.2	$822k	+14%	24k	34.39	View chart
NVIDIA Corporation (NVDA)	0.2	$808k	+12%	4.0k	200.07	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$793k	NEW	7.7k	103.05	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$777k	-3%	26k	29.43	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$766k		2.2k	353.36	View chart
Johnson Controls Internation SHS (JCI)	0.2	$750k		5.1k	146.11	View chart
Netflix (NFLX)	0.2	$694k		9.7k	71.40	View chart
Visa Com Cl A (V)	0.2	$686k	+15%	2.0k	343.12	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$661k	+14%	13k	50.58	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$659k	-2%	13k	50.39	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$654k		4.8k	136.69	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$650k	-2%	7.4k	87.88	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.2	$625k	-11%	12k	50.78	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$599k	-20%	13k	46.05	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$584k	-2%	1.9k	300.45	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$581k	+4%	845.00	687.01	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.1	$572k		17k	33.46	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$565k	+20%	1.9k	303.12	View chart
Microsoft Corporation (MSFT)	0.1	$510k	-3%	1.4k	372.95	View chart
Ea Series Trust Camb Us Equa Etf (USEW)	0.1	$507k		9.1k	55.83	View chart
Pgim Rock Etf Tr S&p 500 Buffer (JANP)	0.1	$493k	+11%	14k	34.72	View chart
Innovator Etfs Trust Intl De Pwr Dece (IDEC)	0.1	$485k		14k	34.32	View chart
Exxon Mobil Corporation (XOM)	0.1	$485k	+85%	3.5k	136.70	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$483k	+49%	13k	35.97	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$417k		8.9k	46.93	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$413k	-3%	11k	36.99	View chart
Qualcomm (QCOM)	0.1	$399k	-2%	2.2k	184.81	View chart
McDonald's Corporation (MCD)	0.1	$385k	+8%	1.4k	270.38	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$378k		8.9k	42.67	View chart
American Tower Reit (AMT)	0.1	$377k	+18%	2.3k	163.59	View chart
UnitedHealth (UNH)	0.1	$368k	-5%	885.00	415.79	View chart
Pepsi (PEP)	0.1	$358k	+8%	2.6k	135.39	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.1	$356k	-4%	10k	34.60	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$355k		3.5k	102.25	View chart
Innovator Etfs Trust Intl Dev Pwr Buf (INOV)	0.1	$344k	-2%	9.4k	36.73	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$340k	NEW	3.8k	89.01	View chart
Abbvie (ABBV)	0.1	$332k		1.3k	251.60	View chart
Tesla Motors (TSLA)	0.1	$323k		767.00	420.60	View chart
International Business Machines (IBM)	0.1	$315k		1.1k	281.11	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.1	$307k	+4%	10k	30.01	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$306k	NEW	836.00	365.70	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$290k		12k	23.68	View chart
Electronic Arts (EA)	0.1	$287k		1.4k	205.04	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$280k	-2%	4.9k	57.67	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBNV)	0.1	$277k		8.9k	30.98	View chart
Innovator Etfs Trust Intl De Pw June (IJUN)	0.1	$275k	+15%	8.8k	31.18	View chart
Burlington Stores (BURL)	0.1	$274k		866.00	316.80	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$273k	-98%	9.3k	29.24	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$272k		7.1k	38.08	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$259k		5.6k	45.89	View chart
Procter & Gamble Company (PG)	0.1	$258k		1.8k	146.66	View chart
Innovator Etfs Trust Intl Developed P (IFEB)	0.1	$254k		8.1k	31.28	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$253k	NEW	1.0k	242.99	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$253k		2.2k	114.18	View chart
Broadcom (AVGO)	0.1	$252k	-4%	666.00	377.98	View chart
Pgim Rock Etf Tr S&p 500 Buffer (APRP)	0.1	$247k	NEW	7.6k	32.55	View chart
Johnson & Johnson (JNJ)	0.1	$228k	NEW	897.00	253.88	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$222k	NEW	8.0k	27.70	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$213k	NEW	3.5k	61.46	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$209k	NEW	11k	18.43	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$207k	NEW	3.5k	58.87	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$205k	NEW	845.00	242.43	View chart
Global X Fds S&p 500 Covered (XYLD)	0.0	$203k	NEW	5.0k	40.79	View chart
Eli Lilly & Co. (LLY)	0.0	$203k	NEW	169.00	1201.33	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 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
Cypress Financial Planning 2022 Q3 filed Oct. 13, 2022

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