CYPRESS FINANCIAL PLANNING LLC
13F Reported Value
ⓘ$412.9M
incl. option notional
Equity Holdings
ⓘ$408.2M
Option Notional
ⓘ$4.7M
$4.7M puts / $0 calls
Holdings
109
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
CYPRESS FINANCIAL PLANNING LLC disclosed 109 positions worth $412.9M in its Form 13F-HR for Q2 2026 — $408.2M in common stock plus $4.7M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 16 new positions and exited 9. The portfolio is most concentrated in Other (92.0% of disclosed assets). All figures are sourced directly from CYPRESS FINANCIAL PLANNING LLC’s Form 13F-HR filing with the SEC under CIK 1937021.
AI Fund Analysis
Stable
$JPMSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
ISHARES TR - CORE S&P500 ETF
—Quality
$41.3M55,110 shVANGUARD SCOTTSDALE FDS - INT-TERM CORP
—Quality
$40.0M484,328 shVANGUARD SCOTTSDALE FDS - INTER TERM TREAS
—Quality
$38.7M655,795 shVANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
—Quality
$36.6M462,522 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$34.9M490,368 shVANGUARD INDEX FDS - EXTEND MKT ETF
—Quality
$29.7M120,709 shISHARES TR - CORE DIV GRWTH
—Quality
$20.2M267,041 shVANGUARD INDEX FDS - REAL ESTATE ETF
—Quality
$19.0M197,512 shJANUS DETROIT STR TR - HENDERSON MTG
—Quality
$18.7M415,201 shISHARES TR - CORE MSCI EAFE
—Quality
$11.9M122,913 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $41.3M | 55,110 |
| VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $40.0M | 484,328 |
| VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $38.7M | 655,795 |
| VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $36.6M | 462,522 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $34.9M | 490,368 |
| VANGUARD INDEX FDS - EXTEND MKT ETF | — | $29.7M | 120,709 |
| ISHARES TR - CORE DIV GRWTH | — | $20.2M | 267,041 |
| VANGUARD INDEX FDS - REAL ESTATE ETF | — | $19.0M | 197,512 |
| JANUS DETROIT STR TR - HENDERSON MTG | — | $18.7M | 415,201 |
| ISHARES TR - CORE MSCI EAFE | — | $11.9M | 122,913 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CYPRESS FINANCIAL PLANNING LLC's 109 positions.
Showing top 10 of 109 holdings.
Sector Allocation
Other
$375.3M
Financials
$17.9M
Technology
$6.3M
Industrials
$3.1M
Consumer Discretionary
$2.3M
Healthcare
$1.1M
Communication Services
$693,508
Consumer Staples
$615,667
Full Holdings — CYPRESS FINANCIAL PLANNING LLC (Q2 2026)
All 109 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $41.3M | 10.1% | +5% | — |
| 2 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $40.0M | 9.8% | +6% | — |
| 3 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $38.7M | 9.5% | +7% | — |
| 4 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $36.6M | 9.0% | +4% | — |
| 5 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $34.9M | 8.6% | +0% | — |
| 6 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $29.7M | 7.3% | +3% | — |
| 7 | — | ISHARES TR - CORE DIV GRWTH | $20.2M | 5.0% | +3% | — |
| 8 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $19.0M | 4.7% | +1% | — |
| 9 | — | JANUS DETROIT STR TR - HENDERSON MTG | $18.7M | 4.6% | NEW | — |
| 10 | — | ISHARES TR - CORE MSCI EAFE | $11.9M | 2.9% | +9% | — |
| 11 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $11.6M | 2.8% | +2% | — |
| 12 |  $MS | MORGAN STANLEY | $10.0M | 2.4% | +26% | — |
| 13 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $8.8M | 2.1% | -3% | — |
| 14 |  $SPY | SPDR S&P 500 ETF TRUST | $8.4M | 2.0% | +6% | — |
| 15 | — | ISHARES INC - CORE MSCI EMKT | $5.1M | 1.2% | +6% | — |
| 16 |  $COF | CAPITAL ONE FINANCIAL CORP | $4.6M | 1.1% | +0% | 71 |
| 17 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $3.8M | 0.9% | +4% | — |
| 18 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $3.4M | 0.8% | +4% | — |
| 19 |  $AAPL | Apple Inc. | $3.0M | 0.8% | -6% | 76.1 |
| 20 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.5M | 0.6% | NEW | — |
| 21 | — | ISHARES TR - CORE S&P SCP ETF | $2.5M | 0.6% | -3% | — |
| 22 | $QQQPUT | INVESCO QQQ TRUST, SERIES 1 | $2.4M | — | +0% | — |
| 23 | $MSPUT | MORGAN STANLEY | $2.1M | — | +0% | — |
| 24 | — | VANGUARD INDEX FDS - GROWTH ETF | $2.0M | 0.5% | +505% | — |
| 25 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.8M | 0.5% | -2% | 64.5 |
| 26 |  $LMT | LOCKHEED MARTIN CORP | $1.7M | 0.4% | +8% | 65 |
| 27 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.6M | 0.4% | +117% | — |
| 28 |  $AMZN | AMAZON COM INC | $1.6M | 0.4% | -5% | 74.6 |
| 29 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $1.5M | 0.4% | +10% | — |
| 30 | — | ISHARES TR - NATIONAL MUN ETF | $1.5M | 0.4% | +6% | — |
| 31 | — | ISHARES TR - 7-10 YR TRSY BD | $1.5M | 0.4% | +0% | — |
| 32 | — | DIMENSIONAL ETF TRUST - GLOBAL CR ETF | $1.4M | 0.3% | +2% | — |
| 33 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | $1.4M | 0.3% | +1% | — |
| 34 | — | PGIM ROCK ETF TR - S&P 500 BUFFER | $1.2M | 0.3% | -4% | — |
| 35 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $1.1M | 0.3% | +0% | — |
| 36 | — | SPDR SERIES TRUST - ST NUVE TERM ETF | $1.1M | 0.3% | +12% | — |
| 37 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $977,120 | 0.2% | NEW | — |
| 38 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | $961,892 | 0.2% | +10% | — |
| 39 | — | ISHARES TR - IBOXX INV CP ETF | $927,132 | 0.2% | -7% | — |
| 40 | — | PGIM ROCK ETF TR - S&P 500 BUFFER | $884,804 | 0.2% | +5% | — |
| 41 | — | ISHARES TR - MSCI EAFE ETF | $883,754 | 0.2% | -4% | — |
| 42 | — | ISHARES TR - RUS 1000 GRW ETF | $882,600 | 0.2% | +300% | — |
| 43 | — | VANGUARD INDEX FDS - VALUE ETF | $872,507 | 0.2% | +1% | — |
| 44 | $JPM | JPMORGAN CHASE & CO | $856,176 | 0.2% | +10% | 35.6 |
| 45 | — | PGIM ROCK ETF TR - S&P 500 BUFFER | $822,242 | 0.2% | +15% | — |
| 46 |  $NVDA | NVIDIA CORP | $807,894 | 0.2% | +12% | 90.2 |
| 47 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $792,970 | 0.2% | NEW | — |
| 48 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $776,686 | 0.2% | -3% | — |
| 49 |  $GOOGL | Alphabet Inc. | $766,427 | 0.2% | +0% | 80.2 |
| 50 |  $JCI | Johnson Controls International plc | $750,129 | 0.2% | +0% | — |
| 51 |  $NFLX | NETFLIX INC | $693,508 | 0.2% | +1% | 86.7 |
| 52 |  $V | VISA INC. | $685,548 | 0.2% | +15% | 83.5 |
| 53 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $661,232 | 0.2% | +15% | — |
| 54 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $659,303 | 0.2% | -2% | — |
| 55 | — | ISHARES TR - SP SMCP600VL ETF | $653,523 | 0.2% | +0% | — |
| 56 | — | SPDR SERIES TRUST - ST STR P500ETF | $650,417 | 0.2% | -2% | — |
| 57 | — | DIMENSIONAL ETF TRUST - ULTR FIX INC ETF | $625,150 | 0.1% | -12% | — |
| 58 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $599,295 | 0.1% | -20% | — |
| 59 | — | ISHARES TR - RUSSELL 2000 ETF | $584,075 | 0.1% | -3% | — |
| 60 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $580,527 | 0.1% | +4% | — |
| 61 | — | SPDR SERIES TRUST - ST INTER BD ETF | $571,731 | 0.1% | -1% | — |
| 62 | — | VANGUARD INDEX FDS - SMALL CP ETF | $564,713 | 0.1% | +20% | — |
| 63 |  $MSFT | MICROSOFT CORP | $510,192 | 0.1% | -4% | 83.7 |
| 64 | — | EA SERIES TRUST - CAMB US EQUA ETF | $506,531 | 0.1% | +0% | — |
| 65 | — | PGIM ROCK ETF TR - S&P 500 BUFFER | $492,850 | 0.1% | +12% | — |
| 66 | — | INNOVATOR ETFS TRUST - INTL DE PWR DECE | $484,607 | 0.1% | -0% | — |
| 67 |  $XOM | EXXON MOBIL CORP | $484,482 | 0.1% | +85% | 61.8 |
| 68 | — | INNOVATOR ETFS TRUST - INTRNL DEV JULY | $482,574 | 0.1% | +50% | — |
| 69 | — | ISHARES TR - HDG MSCI EAFE | $416,976 | 0.1% | -0% | — |
| 70 | — | INNOVATOR ETFS TRUST - INTERNATIONAL DV | $413,400 | 0.1% | -3% | — |
| 71 |  $QCOM | QUALCOMM INC/DE | $398,829 | 0.1% | -2% | 81.9 |
| 72 |  $MCD | MCDONALDS CORP | $384,474 | 0.1% | +9% | 73.9 |
| 73 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS VA | $377,604 | 0.1% | -1% | — |
| 74 |  $AMT | AMERICAN TOWER CORP /MA/ | $377,229 | 0.1% | +19% | 69.8 |
| 75 |  $UNH | UNITEDHEALTH GROUP INC | $367,971 | 0.1% | -5% | 66.8 |
| 76 |  $PEP | PEPSICO INC | $357,696 | 0.1% | +9% | 62.7 |
| 77 | — | INNOVATOR ETFS TRUST - INNOVATOR INTER | $355,688 | 0.1% | -5% | — |
| 78 | — | ISHARES TR - U.S. REAL ES ETF | $354,501 | 0.1% | +1% | — |
| 79 | — | INNOVATOR ETFS TRUST - INTL DEV PWR BUF | $344,374 | 0.1% | -3% | — |
| 80 | — | ISHARES TR - CORE MSCI INTL | $339,573 | 0.1% | NEW | — |
| 81 |  $ABBV | AbbVie Inc. | $331,603 | 0.1% | +0% | 59.3 |
| 82 |  $TSLA | Tesla, Inc. | $322,600 | 0.1% | +0% | 50.1 |
| 83 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $315,406 | 0.1% | +0% | 66.7 |
| 84 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $307,002 | 0.1% | +4% | — |
| 85 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $305,725 | 0.1% | NEW | — |
| 86 | $SPYPUT | SPDR S&P 500 ETF TRUST | $298,708 | — | +0% | — |
| 87 | — | SCHWAB STRATEGIC TR - US REIT ETF | $290,080 | 0.1% | -2% | — |
| 88 |  $EA | ELECTRONIC ARTS INC. | $287,263 | 0.1% | +0% | 71.1 |
| 89 | — | SPDR SERIES TRUST - ST STR SP600 SML | $280,334 | 0.1% | -3% | — |
| 90 | — | PGIM ROCK ETF TR - S&P 500 BUFFER | $276,931 | 0.1% | +0% | — |
| 91 | — | INNOVATOR ETFS TRUST - INTL DE PW JUNE | $274,548 | 0.1% | +16% | — |
| 92 |  $BURL | Burlington Stores, Inc. | $274,349 | 0.1% | +0% | 59.4 |
| 93 | — | VANECK ETF TRUST - FALLEN ANGEL HG | $272,780 | 0.1% | -98% | — |
| 94 | — | INNOVATOR ETFS TRUST - INTRNL DEV JAN | $272,119 | 0.1% | -2% | — |
| 95 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $258,498 | 0.1% | -1% | — |
| 96 |  $PG | PROCTER & GAMBLE Co | $257,971 | 0.1% | +0% | 72.9 |
| 97 | — | INNOVATOR ETFS TRUST - INTL DEVELOPED P | $253,495 | 0.1% | -2% | — |
| 98 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $253,439 | 0.1% | NEW | — |
| 99 |  $SHOP | SHOPIFY INC. | $252,795 | 0.1% | -0% | — |
| 100 |  $AVGO | Broadcom Inc. | $251,736 | 0.1% | -4% | 86.4 |
| 101 | — | PGIM ROCK ETF TR - S&P 500 BUFFER | $246,626 | 0.1% | NEW | — |
| 102 |  $JNJ | JOHNSON & JOHNSON | $227,734 | 0.1% | NEW | 72.8 |
| 103 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $221,732 | 0.1% | NEW | — |
| 104 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $212,836 | 0.1% | NEW | — |
| 105 | — | GLOBAL X FDS - NASDAQ 100 COVER | $208,480 | 0.1% | NEW | — |
| 106 | — | INNOVATOR ETFS TRUST - US EQTY BUFR JAN | $206,634 | 0.1% | NEW | — |
| 107 | — | ISHARES TR - RUS 1000 VAL ETF | $204,853 | 0.1% | NEW | — |
| 108 | — | GLOBAL X FDS - S&P 500 COVERED | $203,379 | 0.1% | NEW | — |
| 109 |  $LLY | ELI LILLY & Co | $203,025 | 0.1% | NEW | 89.3 |
New Positions (16)
$QQQ INVESCO QQQ TRUST, SERIES 1$2.5M$JNJ JOHNSON & JOHNSON$227,734
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