Filed: 7/9/2026ACC: 0001937021-26-000003
📋 What this filing means
CYPRESS FINANCIAL PLANNING LLC filed this quarterly 13F‑HR report disclosing 106 equity positions with a total reported market value of $412.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
106
Positions
$412.92M
Total AUM (reported)
4.63M
Total Shares
Allocation by class
CORE S&P500 ETF$41.27M10.0%
INT-TERM CORP$40.03M9.7%
INTER TERM TREAS$38.68M9.4%
SHRT TRM CORP BD$36.55M8.9%
VAN FTSE DEV MKT$34.94M8.5%
EXTEND MKT ETF$29.72M7.2%
CORE DIV GRWTH$20.24M4.9%
Portfolio Concentration
Top 3$119.98M29.1%
4–10$171.23M41.5%
11–25$75.22M18.2%
Rest$46.50M11.3%
Top 3 weight
29.1%
Top 10 weight
70.5%
Voting Authority Distribution
Total shares with voting rights: 4.63M
Sole
Full voting authority
4.63M
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)
Sole106
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings106
Rows:
ISHARES TR
SOLEShares55.11K
TypeSH
Market value$41.27M
9.99%
Sole
55.11K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares484.33K
TypeSH
Market value$40.03M
9.69%
Sole
484.33K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares655.79K
TypeSH
Market value$38.68M
9.37%
Sole
655.79K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares462.52K
TypeSH
Market value$36.55M
8.85%
Sole
462.52K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares490.37K
TypeSH
Market value$34.94M
8.46%
Sole
490.37K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares120.71K
TypeSH
Market value$29.72M
7.20%
Sole
120.71K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares267.04K
TypeSH
Market value$20.24M
4.90%
Sole
267.04K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares197.51K
TypeSH
Market value$19.05M
4.61%
Sole
197.51K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares415.20K
TypeSH
Market value$18.68M
4.52%
Sole
415.20K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares57.65K
TypeSH
Market value$12.05M
2.92%
Sole
57.65K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares122.91K
TypeSH
Market value$11.87M
2.87%
Sole
122.91K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares194.15K
TypeSH
Market value$11.59M
2.81%
Sole
194.15K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares37.15K
TypeSH
Market value$8.79M
2.13%
Sole
37.15K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares11.61K
TypeSH
Market value$8.67M
2.10%
Sole
11.61K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares61K
TypeSH
Market value$5.05M
1.22%
Sole
61K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares6.57K
TypeSH
Market value$4.84M
1.17%
Sole
6.57K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares22.70K
TypeSH
Market value$4.55M
1.10%
Sole
22.70K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares107.86K
TypeSH
Market value$3.75M
0.91%
Sole
107.86K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares101.92K
TypeSH
Market value$3.45M
0.84%
Sole
101.92K
Shared
0.00
None
0.00
APPLE INC
SOLEShares10.52K
TypeSH
Market value$3.05M
0.74%
Sole
10.52K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares16.56K
TypeSH
Market value$2.46M
0.59%
Sole
16.56K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares22.98K
TypeSH
Market value$1.98M
0.48%
Sole
22.98K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.70K
TypeSH
Market value$1.85M
0.45%
Sole
3.70K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares3.33K
TypeSH
Market value$1.69M
0.41%
Sole
3.33K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares4.38K
TypeSH
Market value$1.62M
0.39%
Sole
4.38K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 55.11K | SH | $41.27M 9.99% | 55.11K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 484.33K | SH | $40.03M 9.69% | 484.33K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 655.79K | SH | $38.68M 9.37% | 655.79K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 462.52K | SH | $36.55M 8.85% | 462.52K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 490.37K | SH | $34.94M 8.46% | 490.37K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 120.71K | SH | $29.72M 7.20% | 120.71K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 267.04K | SH | $20.24M 4.90% | 267.04K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 197.51K | SH | $19.05M 4.61% | 197.51K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDERSON MTG | 415.20K | SH | $18.68M 4.52% | 415.20K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 57.65K | SH | $12.05M 2.92% | 57.65K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 122.91K | SH | $11.87M 2.87% | 122.91K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 194.15K | SH | $11.59M 2.81% | 194.15K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 37.15K | SH | $8.79M 2.13% | 37.15K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 11.61K | SH | $8.67M 2.10% | 11.61K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 61K | SH | $5.05M 1.22% | 61K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 6.57K | SH | $4.84M 1.17% | 6.57K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 22.70K | SH | $4.55M 1.10% | 22.70K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 107.86K | SH | $3.75M 0.91% | 107.86K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 101.92K | SH | $3.45M 0.84% | 101.92K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 10.52K | SH | $3.05M 0.74% | 10.52K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 16.56K | SH | $2.46M 0.59% | 16.56K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 22.98K | SH | $1.98M 0.48% | 22.98K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.70K | SH | $1.85M 0.45% | 3.70K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 3.33K | SH | $1.69M 0.41% | 3.33K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.38K | SH | $1.62M 0.39% | 4.38K | 0.00 | 0.00 |
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