Cypress Financial Planning LLC Top Holdings and 13F Report (2026)

About Cypress Financial Planning LLC

Investment Activity

Cypress Financial Planning LLC has $373.47 million in total holdings as of June 30, 2026.
Cypress Financial Planning LLC owns shares of 102 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
Approximately 5.88% of the portfolio was purchased this quarter.
About 13.86% of the portfolio was sold this quarter.
This quarter, Cypress Financial Planning LLC has purchased 106 new stocks and bought additional shares in 35 stocks.
Cypress Financial Planning LLC sold shares of 54 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $42,439,875
Vanguard Short-Term Corporate Bond ETF: $34,568,554
Vanguard FTSE Developed Markets ETF: $34,335,598
Vanguard Extended Market ETF: $28,231,814
Vanguard Intermediate-Term Treasury ETF: $25,009,404

Largest New Holdings this Quarter

46137V357 - Invesco S&P 500 Equal Weight ETF: $12,838,683 Holding
69420N791 - PGIM ROCK ETF TR: $385,537 Holding
69420N742 - PGIM ROCK ETF TR: $291,532 Holding
69608A108 - PALANTIR TECHNOLOGIES INC: $254,388 Holding
46139W783 - INVESCO EXCH TRD SLF IDX FD: $216,055 Holding

Largest Purchases this Quarter

Invesco S&P 500 Equal Weight ETF: 61,719 shares (about $12.84M)
Janus Henderson Mortgage-Backed Securities ETF: 78,660 shares (about $3.32M)
iShares Core MSCI EAFE ETF: 11,531 shares (about $1.12M)
Vanguard Real Estate ETF: 6,952 shares (about $623.11K)
Vanguard Total Stock Market ETF: 1,551 shares (about $580.46K)

Largest Sales this Quarter

Vanguard Intermediate-Term Corporate Bond ETF: 278,620 shares (about $21.82M)
Vanguard Intermediate-Term Treasury ETF: 214,401 shares (about $12.15M)
Morgan Stanley: 20,000 shares (about $3.76M)
Invesco QQQ: 3,373 shares (about $2.49M)
iShares Core Dividend Growth ETF: 23,330 shares (about $1.76M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$42,439,875	$233,586 ▲	0.6%	55,415	11.4%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$34,568,554	$1,161,300 ▼	-3.3%	447,489	9.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$34,335,598	$289,289 ▼	-0.8%	486,271	9.2%	ETF
VXF Vanguard Extended Market ETF	$28,231,814	$271,934 ▲	1.0%	121,883	7.6%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$25,009,404	$12,147,970 ▼	-32.7%	441,394	6.7%	ETF
JMBS Janus Henderson Mortgage-Backed Securities ETF	$20,870,568	$3,324,172 ▲	18.9%	493,861	5.6%	ETF
DGRO iShares Core Dividend Growth ETF	$18,373,372	$1,758,849 ▼	-8.7%	243,711	4.9%	ETF
VNQ Vanguard Real Estate ETF	$18,326,140	$623,109 ▲	3.5%	204,464	4.9%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$16,108,987	$21,818,723 ▼	-57.5%	205,708	4.3%	ETF
IEFA iShares Core MSCI EAFE ETF	$13,024,912	$1,117,121 ▲	9.4%	134,444	3.5%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$12,838,683	$12,838,683 ▲	New Holding	61,719	3.4%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$11,575,407	$60,318 ▲	0.5%	195,168	3.1%	ETF
VIG Vanguard Dividend Appreciation ETF	$8,352,882	$313,799 ▼	-3.6%	35,802	2.2%	ETF
SPY SPDR S&P 500 ETF Trust	$8,123,605	$728,318 ▼	-8.2%	10,652	2.2%	ETF
MS Morgan Stanley	$7,082,043	$3,761,642 ▼	-34.7%	37,654	1.9%	Finance
IEMG iShares Core MSCI Emerging Markets ETF	$5,362,480	$411,724 ▲	8.3%	66,073	1.4%	ETF
COF Capital One Financial	$4,386,962	$4,054 ▲	0.1%	22,722	1.2%	Finance
SCHG Schwab U.S. Large-Cap Growth ETF	$3,637,851	$24,109 ▼	-0.7%	101,248	1.0%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$3,504,312	$88,438 ▼	-2.5%	105,203	0.9%	ETF
AAPL Apple	$3,232,111	$272,756 ▼	-7.8%	9,705	0.9%	Technology
QQQ Invesco QQQ	$2,360,515	$2,488,130 ▼	-51.3%	3,200	0.6%	ETF
VTI Vanguard Total Stock Market ETF	$2,218,924	$580,461 ▲	35.4%	5,929	0.6%	ETF
IJR iShares Core S&P Small-Cap ETF	$2,167,888	$85,295 ▼	-3.8%	15,936	0.6%	ETF
VUG Vanguard Growth ETF	$2,050,143	$20,815 ▼	-1.0%	22,752	0.5%	ETF
BRK.B Berkshire Hathaway	$1,656,868	$183,764 ▼	-10.0%	3,327	0.4%	Finance
LMT Lockheed Martin	$1,653,115	$41,251 ▼	-2.4%	3,246	0.4%	Industrials
AMZN Amazon.com	$1,615,520	$63,036 ▼	-3.8%	6,484	0.4%	Consumer Discretionary
DFCF Dimensional Core Fixed Income ETF	$1,460,087	$6,138 ▼	-0.4%	36,393	0.4%	ETF
DFSD Dimensional Short-Duration Fixed Income ETF	$1,395,089	$64,224 ▲	4.8%	30,020	0.4%	ETF
DIMENSIONAL ETF TRUST	$1,378,380	$64,364 ▲	4.9%	26,555	0.4%	GLOBAL CR ETF
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF	$1,194,427	$122,223 ▲	11.4%	25,604	0.3%	ETF
PGIM ROCK ETF TR	$1,126,418	$98,986 ▼	-8.1%	33,695	0.3%	S&P 500 BUFFER
VGK Vanguard FTSE Europe ETF	$1,104,183	$5,382 ▼	-0.5%	12,721	0.3%	ETF
PGIM ROCK ETF TR	$921,994	$12,515 ▲	1.4%	26,374	0.2%	S&P 500 BUFFER
AVUV Avantis U.S. Small Cap Value ETF	$913,745	$8,597 ▼	-0.9%	7,759	0.2%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$899,173	$488,079 ▼	-35.2%	10,068	0.2%	ETF
IWF iShares Russell 1000 Growth ETF	$890,348		0.0%	7,108	0.2%	ETF
EFA iShares MSCI EAFE ETF	$881,358	$2,389 ▼	-0.3%	8,484	0.2%	ETF
NVDA NVIDIA	$869,136	$52,979 ▼	-5.7%	3,806	0.2%	Technology
VTV Vanguard Value ETF	$865,185		0.0%	4,004	0.2%	ETF
MUB iShares National Muni Bond ETF	$858,238	$538,560 ▼	-38.6%	8,489	0.2%	ETF
AVDV Avantis International Small Cap Value ETF	$854,258	$12,579 ▲	1.5%	7,810	0.2%	ETF
JCI Johnson Controls International	$763,318	$149 ▲	0.0%	5,135	0.2%	Industrials
PGIM ROCK ETF TR	$756,355	$86,739 ▼	-10.3%	21,451	0.2%	S&P 500 BUFFER
JPM JPMorgan Chase & Co.	$751,910	$113,465 ▼	-13.1%	2,273	0.2%	Finance
GOOG Alphabet	$749,011	$9,882 ▲	1.3%	2,198	0.2%	Communication Services
MSFT Microsoft	$743,833	$42,065 ▲	6.0%	1,450	0.2%	Technology
V Visa	$718,011		0.0%	1,998	0.2%	Finance
VTEB Vanguard Tax-Exempt Bond ETF	$707,985	$88,847 ▲	14.4%	14,949	0.2%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$682,259	$25,306 ▲	3.9%	13,588	0.2%	ETF
NFLX Netflix	$680,562	$4,731 ▲	0.7%	9,781	0.2%	Communication Services
VOO Vanguard S&P 500 ETF	$660,781	$68,671 ▲	11.6%	943	0.2%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$657,124	$7,181 ▼	-1.1%	7,321	0.2%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$609,997	$2,434 ▼	-0.4%	4,762	0.2%	ETF
SCHX Schwab US Large-Cap ETF	$609,033	$182,701 ▼	-23.1%	20,301	0.2%	ETF
INNOVATOR ETFS TRUST	$595,649	$236,702 ▲	65.9%	17,059	0.2%	INNOVATOR INTER
IJUL Innovator MSCI EAFE Power Buffer ETF - July	$591,734	$107,016 ▲	22.1%	16,378	0.2%	ETF
IWM iShares Russell 2000 ETF	$536,050	$4,168 ▼	-0.8%	1,929	0.1%	ETF
VB Vanguard Small-Cap ETF	$529,436	$569 ▼	-0.1%	1,861	0.1%	ETF
TFI SPDR Nuveen ICE Municipal Bond ETF	$514,352	$383,904 ▼	-42.7%	12,026	0.1%	ETF
EA SERIES TRUST	$502,034		0.0%	9,073	0.1%	CAMB US EQUA ETF
INNOVATOR ETFS TRUST	$486,615	$932 ▼	-0.2%	14,094	0.1%	INTL DE PWR DECE
PGIM ROCK ETF TR	$481,495	$25,239 ▼	-5.0%	13,488	0.1%	S&P 500 BUFFER
PSEP Innovator U.S. Equity Power Buffer ETF - September	$470,786	$139,029 ▼	-22.8%	10,047	0.1%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$468,189	$400,341 ▼	-46.1%	4,582	0.1%	ETF
IOCT Innovator International Developed Power Buffer ETF - October	$419,436	$2,682 ▼	-0.6%	11,105	0.1%	ETF
HEFA iShares Currency Hedged MSCI EAFE ETF	$404,521	$7,701 ▼	-1.9%	8,720	0.1%	ETF
QCOM Qualcomm	$403,479	$6,258 ▲	1.6%	2,192	0.1%	Technology
PGIM ROCK ETF TR	$385,537	$385,537 ▲	New Holding	11,614	0.1%	S&P 500 BUFFER
DFEV Dimensional Emerging Markets Value ETF	$361,375	$13,865 ▼	-3.7%	8,523	0.1%	ETF
ABBV AbbVie	$345,355	$523 ▲	0.2%	1,320	0.1%	Healthcare
INNOVATOR ETFS TRUST	$344,888	$294 ▼	-0.1%	9,369	0.1%	INTL DEV PWR BUF
MCD McDonald's	$337,747	$9,241 ▲	2.8%	1,462	0.1%	Consumer Discretionary
UNH UnitedHealth Group	$336,026	$11,017 ▲	3.4%	915	0.1%	Healthcare
SHOPIFY INC	$335,900	$7,563 ▲	2.3%	2,265	0.1%	CL A SUB VTG SHS
IDEV iShares Core MSCI International Developed Markets ETF	$332,955	$8,411 ▼	-2.5%	3,721	0.1%	ETF
IYR iShares U.S. Real Estate ETF	$329,504		0.0%	3,467	0.1%	ETF
AMT American Tower	$317,933	$59,592 ▼	-15.8%	1,942	0.1%	Real Estate
PGIM ROCK ETF TR	$291,532	$291,532 ▲	New Holding	8,696	0.1%	S&P 500 BUFFER
VBK Vanguard Small-Cap Growth ETF	$282,088	$338 ▼	-0.1%	835	0.1%	ETF
TSLA Tesla	$278,526	$6,387 ▲	2.3%	785	0.1%	Consumer Discretionary
INNOVATOR ETFS TRUST	$270,171	$4,841 ▼	-1.8%	8,651	0.1%	INTL DE PW JUNE
SCHH Schwab U.S. REIT ETF	$268,359	$1,631 ▼	-0.6%	12,176	0.1%	ETF
PG Procter & Gamble	$259,847	$4,357 ▲	1.7%	1,789	0.1%	Consumer Staples
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$259,499	$2,537 ▲	1.0%	4,909	0.1%	ETF
PDEC Innovator U.S. Equity Power Buffer ETF - December	$256,991	$8,386 ▼	-3.2%	5,455	0.1%	ETF
PALANTIR TECHNOLOGIES INC	$254,388	$254,388 ▲	New Holding	1,360	0.1%	CL A
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$252,580	$50,125 ▼	-16.6%	8,536	0.1%	ETF
IBM International Business Machines	$251,091	$4,397 ▲	1.8%	1,142	0.1%	Technology
JNJ Johnson & Johnson	$245,636	$8,206 ▲	3.5%	928	0.1%	Healthcare
AVGO Broadcom	$242,500	$8,774 ▲	3.8%	691	0.1%	Technology
VBR Vanguard Small-Cap Value ETF	$240,733	$231 ▼	-0.1%	1,042	0.1%	ETF
INNOVATOR ETFS TRUST	$235,425	$18,991 ▼	-7.5%	7,500	0.1%	INTL DEVELOPED P
BURL Burlington Stores	$231,387		0.0%	866	0.1%	Consumer Discretionary
SCHF Schwab International Equity ETF	$229,038	$9,147 ▲	4.2%	8,338	0.1%	ETF
PGIM ROCK ETF TR	$224,288	$60,024 ▼	-21.1%	7,051	0.1%	S&P 500 BUFFER
INVESCO EXCH TRD SLF IDX FD	$216,055	$216,055 ▲	New Holding	11,070	0.1%	BULL 2034 CO ETF
SPACE EXPLORATION TECHN CORP	$214,674	$214,674 ▲	New Holding	1,423	0.1%	CLASS A COM STK
DIMENSIONAL ETF TRUST	$214,421	$407,132 ▼	-65.5%	4,247	0.1%	ULTR FIX INC ETF
IWD iShares Russell 1000 Value ETF	$209,005	$496 ▼	-0.2%	843	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Cypress Financial Planning LLC Top Holdings and 13F Report (2026)

About Cypress Financial Planning LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Cypress Financial Planning LLC Top Holdings and 13F Report (2026)

About Cypress Financial Planning LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCypress Financial Planning LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools