Filed: 4/15/2026ACC: 0001937021-26-000002
📋 What this filing means
CYPRESS FINANCIAL PLANNING LLC filed this quarterly 13F‑HR report disclosing 102 equity positions with a total reported market value of $362.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
102
Positions
$362.58M
Total AUM (reported)
4.57M
Total Shares
Allocation by class
INT-TERM CORP$37.66M10.4%
INTER TERM TREAS$36.42M10.0%
SHRT TRM CORP BD$35.21M9.7%
CORE S&P500 ETF$34.34M9.5%
VAN FTSE DEV MKT$31.27M8.6%
EXTEND MKT ETF$24.21M6.7%
CORE DIV GRWTH$18.16M5.0%
Portfolio Concentration
Top 3$109.29M30.1%
4–10$149.80M41.3%
11–25$59.47M16.4%
Rest$44.02M12.1%
Top 3 weight
30.1%
Top 10 weight
71.5%
Voting Authority Distribution
Total shares with voting rights: 4.57M
Sole
Full voting authority
4.57M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole102
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings102
Rows:
VANGUARD SCOTTSDALE FDS
SOLEShares455.13K
TypeSH
Market value$37.66M
10.39%
Sole
455.13K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares611.61K
TypeSH
Market value$36.42M
10.04%
Sole
611.61K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares444.19K
TypeSH
Market value$35.21M
9.71%
Sole
444.19K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares52.57K
TypeSH
Market value$34.34M
9.47%
Sole
52.57K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares487.94K
TypeSH
Market value$31.27M
8.62%
Sole
487.94K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares117.64K
TypeSH
Market value$24.21M
6.68%
Sole
117.64K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares258.71K
TypeSH
Market value$18.16M
5.01%
Sole
258.71K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares195.68K
TypeSH
Market value$17.36M
4.79%
Sole
195.68K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares492.85K
TypeSH
Market value$14.15M
3.90%
Sole
492.85K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares190.81K
TypeSH
Market value$10.31M
2.84%
Sole
190.81K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares112.78K
TypeSH
Market value$10.21M
2.82%
Sole
112.78K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares38.15K
TypeSH
Market value$8.20M
2.26%
Sole
38.15K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares10.58K
TypeSH
Market value$6.88M
1.90%
Sole
10.58K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares37.74K
TypeSH
Market value$6.21M
1.71%
Sole
37.74K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares22.70K
TypeSH
Market value$4.14M
1.14%
Sole
22.70K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares57.30K
TypeSH
Market value$4.00M
1.10%
Sole
57.30K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares103.91K
TypeSH
Market value$3.17M
0.87%
Sole
103.91K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares98.29K
TypeSH
Market value$2.86M
0.79%
Sole
98.29K
Shared
0.00
None
0.00
APPLE INC
SOLEShares11.18K
TypeSH
Market value$2.84M
0.78%
Sole
11.18K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares17.09K
TypeSH
Market value$2.12M
0.59%
Sole
17.09K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares3.07K
TypeSH
Market value$1.86M
0.51%
Sole
3.07K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares3.20K
TypePRN
Market value$1.85M
0.51%
Sole
3.20K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.78K
TypeSH
Market value$1.81M
0.50%
Sole
3.78K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.80K
TypeSH
Market value$1.66M
0.46%
Sole
3.80K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares10K
TypePRN
Market value$1.65M
0.45%
Sole
10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 455.13K | SH | $37.66M 10.39% | 455.13K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 611.61K | SH | $36.42M 10.04% | 611.61K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 444.19K | SH | $35.21M 9.71% | 444.19K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 52.57K | SH | $34.34M 9.47% | 52.57K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 487.94K | SH | $31.27M 8.62% | 487.94K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 117.64K | SH | $24.21M 6.68% | 117.64K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 258.71K | SH | $18.16M 5.01% | 258.71K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 195.68K | SH | $17.36M 4.79% | 195.68K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | FALLEN ANGEL HG | 492.85K | SH | $14.15M 3.90% | 492.85K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 190.81K | SH | $10.31M 2.84% | 190.81K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 112.78K | SH | $10.21M 2.82% | 112.78K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 38.15K | SH | $8.20M 2.26% | 38.15K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 10.58K | SH | $6.88M 1.90% | 10.58K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 37.74K | SH | $6.21M 1.71% | 37.74K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 22.70K | SH | $4.14M 1.14% | 22.70K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 57.30K | SH | $4.00M 1.10% | 57.30K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 103.91K | SH | $3.17M 0.87% | 103.91K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 98.29K | SH | $2.86M 0.79% | 98.29K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 11.18K | SH | $2.84M 0.78% | 11.18K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 17.09K | SH | $2.12M 0.59% | 17.09K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 3.07K | SH | $1.86M 0.51% | 3.07K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.20K | PRN | $1.85M 0.51% | 3.20K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.78K | SH | $1.81M 0.50% | 3.78K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 3.80K | SH | $1.66M 0.46% | 3.80K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 10K | PRN | $1.65M 0.45% | 10K | 0.00 | 0.00 |
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