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

About Cypress Financial Planning LLC

Investment Activity

Cypress Financial Planning LLC has $362.58 million in total holdings as of March 31, 2026.
Cypress Financial Planning LLC owns shares of 100 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
Approximately 4.77% of the portfolio was purchased this quarter.
About 1.52% of the portfolio was sold this quarter.
This quarter, Cypress Financial Planning LLC has purchased 103 new stocks and bought additional shares in 47 stocks.
Cypress Financial Planning LLC sold shares of 36 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Vanguard Intermediate-Term Corporate Bond ETF: $37,662,043
Vanguard Intermediate-Term Treasury ETF: $36,421,106
Vanguard Short-Term Corporate Bond ETF: $35,211,291
iShares Core S&P 500 ETF: $34,342,025
Vanguard FTSE Developed Markets ETF: $31,267,269

Largest New Holdings this Quarter

69420N304 - PGIM ROCK ETF TR: $772,539 Holding
69420N502 - PGIM ROCK ETF TR: $661,223 Holding
69420N106 - PGIM ROCK ETF TR: $405,448 Holding
122017106 - Burlington Stores: $281,779 Holding
45782C524 - Innovator MSCI EAFE Power Buffer ETF - January: $263,211 Holding

Largest Purchases this Quarter

Vanguard Intermediate-Term Treasury ETF: 33,524 shares (about $2.00M)
Invesco QQQ: 3,168 shares (about $1.84M)
Morgan Stanley: 9,924 shares (about $1.63M)
Vanguard Short-Term Corporate Bond ETF: 17,942 shares (about $1.42M)
Vanguard Intermediate-Term Corporate Bond ETF: 13,296 shares (about $1.10M)

Largest Sales this Quarter

Lockheed Martin: 952 shares (about $575.47K)
Innovator U.S. Equity Power Buffer ETF - July: 5,339 shares (about $245.42K)
Innovator U.S. Equity Power Buffer ETF - September: 5,613 shares (about $241.70K)
Innovator U.S. Equity Power Buffer ETF - November: 4,849 shares (about $198.13K)
Schwab U.S. Large-Cap Value ETF: 5,981 shares (about $182.42K)

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
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$37,662,043	$1,100,245 â–²	3.0%	455,130	10.4%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$36,421,106	$1,996,356 â–²	5.8%	611,605	10.0%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$35,211,291	$1,422,264 â–²	4.2%	444,194	9.7%	ETF
IVV iShares Core S&P 500 ETF	$34,342,025	$995,497 â–²	3.0%	52,574	9.5%	ETF
VEA Vanguard FTSE Developed Markets ETF	$31,267,269	$336,228 â–²	1.1%	487,941	8.6%	ETF
VXF Vanguard Extended Market ETF	$24,209,386	$1,024,056 â–²	4.4%	117,636	6.7%	ETF
DGRO iShares Core Dividend Growth ETF	$18,156,402	$927,709 â–²	5.4%	258,712	5.0%	ETF
VNQ Vanguard Real Estate ETF	$17,357,087	$426,825 â–²	2.5%	195,683	4.8%	ETF
ANGL VanEck Fallen Angel High Yield Bond ETF	$14,154,537	$730,867 â–²	5.4%	492,846	3.9%	Manufacturing
VWO Vanguard FTSE Emerging Markets ETF	$10,313,054	$157,664 â–²	1.6%	190,806	2.8%	ETF
IEFA iShares Core MSCI EAFE ETF	$10,210,154	$119,319 â–²	1.2%	112,782	2.8%	ETF
VIG Vanguard Dividend Appreciation ETF	$8,204,109	$103,229 â–²	1.3%	38,148	2.3%	ETF
MS Morgan Stanley	$7,857,451	$1,633,204 â–²	26.2%	47,745	2.2%	Finance
SPY SPDR S&P 500 ETF Trust	$7,140,138	$215,915 â–²	3.1%	10,979	2.0%	Finance
COF Capital One Financial	$4,141,357	$365 â–¼	0.0%	22,701	1.1%	Finance
IEMG iShares Core MSCI Emerging Markets ETF	$3,996,326	$28,109 â–¼	-0.7%	57,295	1.1%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$3,169,255	$182,421 â–¼	-5.4%	103,910	0.9%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$2,863,304	$45,443 â–¼	-1.6%	98,294	0.8%	ETF
AAPL Apple	$2,836,999	$57,354 â–²	2.1%	11,179	0.8%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$2,124,582	$125,553 â–²	6.3%	17,091	0.6%	ETF
LMT Lockheed Martin	$1,855,155	$575,467 â–¼	-23.7%	3,069	0.5%	Aerospace
QQQ Invesco QQQ	$1,854,653	$1,836,106 â–²	9,900.0%	3,200	0.5%	Finance
BRK.B Berkshire Hathaway	$1,813,293	$4,313 â–²	0.2%	3,784	0.5%	Finance
VUG Vanguard Growth ETF	$1,658,929	$35,380 â–²	2.2%	3,798	0.5%	ETF
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$1,546,457	$17,686 â–¼	-1.1%	61,908	0.4%	ETF
AMZN Amazon.com	$1,482,470	$56,441 â–²	4.0%	7,118	0.4%	Retail/Wholesale
IEF iShares 7-10 Year Treasury Bond ETF	$1,482,470		0.0%	15,533	0.4%	ETF
DFCF Dimensional Core Fixed Income ETF	$1,399,129	$58,306 â–²	4.3%	33,139	0.4%	ETF
MUB iShares National Muni Bond ETF	$1,378,039	$80,780 â–²	6.2%	12,982	0.4%	ETF
DFSD Dimensional Short-Duration Fixed Income ETF	$1,362,761	$62,196 â–²	4.8%	28,462	0.4%	ETF
DIMENSIONAL ETF TRUST	$1,340,429	$51,266 â–²	4.0%	24,761	0.4%	GLOBAL CR ETF
PGIM ROCK ETF TR	$1,129,484	$188,960 â–²	20.1%	38,034	0.3%	S&P 500 BUFFER
VGK Vanguard FTSE Europe ETF	$1,053,620	$9,562 â–¼	-0.9%	12,782	0.3%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$992,217	$8,501 â–²	0.9%	9,104	0.3%	Finance
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF	$979,893	$42,664 â–²	4.6%	20,487	0.3%	Finance
NFLX Netflix	$926,598	$9,038 â–¼	-1.0%	9,637	0.3%	Consumer Discretionary
TFI SPDR Nuveen ICE Municipal Bond ETF	$867,536	$129,446 â–²	17.5%	19,134	0.2%	Finance
EFA iShares MSCI EAFE ETF	$863,896	$22,729 â–¼	-2.6%	8,894	0.2%	Finance
DFAS Dimensional U.S. Small Cap ETF	$829,660	$24,326 â–¼	-2.8%	11,664	0.2%	ETF
DISV Dimensional International Small Cap Value ETF	$805,286	$93,867 â–¼	-10.4%	20,418	0.2%	ETF
VTV Vanguard Value ETF	$775,421	$53,958 â–²	7.5%	3,952	0.2%	ETF
PGIM ROCK ETF TR	$772,539	$772,539 â–²	New Holding	24,697	0.2%	S&P 500 BUFFER
IWF iShares Russell 1000 Growth ETF	$757,713		0.0%	1,777	0.2%	ETF
DIMENSIONAL ETF TRUST	$709,012	$111,762 â–²	18.7%	13,982	0.2%	ULTRASHORT FIXED
PSEP Innovator U.S. Equity Power Buffer ETF - September	$702,653	$241,696 â–¼	-25.6%	16,318	0.2%	ETF
JPM JPMorgan Chase & Co.	$699,947	$21,772 â–²	3.2%	2,379	0.2%	Finance
SCHX Schwab US Large-Cap ETF	$697,702	$1,820 â–²	0.3%	27,211	0.2%	ETF
JCI Johnson Controls International	$672,297		0.0%	5,134	0.2%	Construction
PGIM ROCK ETF TR	$661,223	$661,223 â–²	New Holding	20,868	0.2%	S&P 500 BUFFER
VTI Vanguard Total Stock Market ETF	$647,940	$98,474 â–¼	-13.2%	2,020	0.2%	ETF
NVDA NVIDIA	$626,479	$65,927 â–²	11.8%	3,592	0.2%	Computer and Technology
GOOG Alphabet	$622,234	$287 â–¼	0.0%	2,169	0.2%	Computer and Technology
HYD VanEck High Yield Muni ETF	$611,207	$31,137 â–¼	-4.8%	12,190	0.2%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$610,660	$28,212 â–¼	-4.4%	13,377	0.2%	ETF
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$579,806	$24,518 â–¼	-4.1%	17,287	0.2%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$579,496	$30,923 â–²	5.6%	7,571	0.2%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$568,646	$58,421 â–¼	-9.3%	11,398	0.2%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$565,240		0.0%	4,772	0.2%	ETF
MSFT Microsoft	$525,465	$5,921 â–²	1.1%	1,420	0.1%	Computer and Technology
V Visa	$524,386	$69,817 â–¼	-11.7%	1,735	0.1%	Business Services
IWM iShares Russell 2000 ETF	$494,760	$992 â–¼	-0.2%	1,995	0.1%	Finance
VOO Vanguard S&P 500 ETF	$484,702	$13,149 â–²	2.8%	811	0.1%	ETF
INNOVATOR ETFS TRUST	$461,375	$1,595 â–¼	-0.3%	14,170	0.1%	INTERNATIONAL DE
EA SERIES TRUST	$443,489		0.0%	9,073	0.1%	CAMBRIA US EQUAL
MCD McDonald's	$406,203	$34,187 â–¼	-7.8%	1,307	0.1%	Retail/Wholesale
VB Vanguard Small-Cap ETF	$405,452	$74,385 â–¼	-15.5%	1,548	0.1%	ETF
PGIM ROCK ETF TR	$405,448	$405,448 â–²	New Holding	12,706	0.1%	S&P 500 BUFFER
IOCT Innovator International Developed Power Buffer ETF - October	$404,407		0.0%	11,538	0.1%	ETF
HEFA iShares Currency Hedged MSCI EAFE ETF	$379,438	$2,805 â–¼	-0.7%	8,929	0.1%	ETF
PEP PepsiCo	$376,578	$27,020 â–¼	-6.7%	2,425	0.1%	Consumer Staples
INNOVATOR ETFS TRUST	$353,902	$78,237 â–¼	-18.1%	10,793	0.1%	INNOVATOR INTER
INNOVATOR ETFS TRUST	$335,193	$4,718 â–¼	-1.4%	9,662	0.1%	INTL DEV PWR BUF
AMT American Tower	$334,660		0.0%	1,939	0.1%	Finance
XOM ExxonMobil	$324,772	$89,592 â–¼	-21.6%	1,914	0.1%	Energy
IYR iShares U.S. Real Estate ETF	$324,624	$6,052 â–¼	-1.8%	3,433	0.1%	ETF
DFEV Dimensional Emerging Markets Value ETF	$318,692	$9,017 â–¼	-2.8%	8,907	0.1%	ETF
IJUL Innovator MSCI EAFE Power Buffer ETF - July	$302,772	$8,134 â–¼	-2.6%	8,971	0.1%	ETF
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$294,536	$33,257 â–²	12.7%	9,795	0.1%	ETF
ABBV AbbVie	$285,975	$10,221 â–²	3.7%	1,315	0.1%	Medical
EA Electronic Arts	$285,624	$612 â–¼	-0.2%	1,401	0.1%	Consumer Discretionary
TSLA Tesla	$285,132	$13,755 â–²	5.1%	767	0.1%	Auto/Tires/Trucks
QCOM Qualcomm	$284,890	$2,962 â–²	1.1%	2,212	0.1%	Computer and Technology
BURL Burlington Stores	$281,779	$281,779 â–²	New Holding	866	0.1%	Retail/Wholesale
IBM International Business Machines	$271,849	$4,846 â–²	1.8%	1,122	0.1%	Computer and Technology
SCHH Schwab U.S. REIT ETF	$267,787	$10,358 â–²	4.0%	12,461	0.1%	ETF
IJAN Innovator MSCI EAFE Power Buffer ETF - January	$263,211	$263,211 â–²	New Holding	7,255	0.1%	ETF
SHOPIFY INC	$262,743		0.0%	2,215	0.1%	CL A SUB VTG SHS
PGIM ROCK ETF TR	$258,368		0.0%	8,938	0.1%	S&P 500 BUFFER
PG Procter & Gamble	$254,045	$34,373 â–²	15.6%	1,759	0.1%	Consumer Staples
UNH UnitedHealth Group	$252,533	$10,015 â–²	4.1%	933	0.1%	Medical
PJUL Innovator U.S. Equity Power Buffer ETF - July	$250,707	$245,421 â–¼	-49.5%	5,454	0.1%	ETF
INNOVATOR ETFS TRUST	$246,087	$246,087 â–²	New Holding	8,255	0.1%	INTL DEVELOPED P
CAVA CAVA Group	$242,700	$242,700 â–²	New Holding	3,000	0.1%	Retail/Wholesale
PDEC Innovator U.S. Equity Power Buffer ETF - December	$242,123	$48,450 â–¼	-16.7%	5,697	0.1%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$241,020	$6,330 â–¼	-2.6%	4,988	0.1%	ETF
JNK SPDR Bloomberg High Yield Bond ETF	$232,600	$15,220 â–²	7.0%	2,430	0.1%	Finance
INNOVATOR ETFS TRUST	$223,871		0.0%	7,609	0.1%	INNOVATOR INTL D
AVGO Broadcom	$215,826	$17,650 â–²	8.9%	697	0.1%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$206,255	$21,796 â–²	11.8%	1,410	0.1%	CL A
PNOV Innovator U.S. Equity Power Buffer ETF - November	$205,485	$198,130 â–¼	-49.1%	5,029	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

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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