Cypress Financial Planning Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 9, 2026, Cypress Financial Planning Llc disclosed 106 stock positions valued at approximately $408.17M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, VANGUARD SCOTTSDALE FDS, and VANGUARD SCOTTSDALE FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 106
- Portfolio Value
- $408.17M
Holdings by Sector
Cypress Financial Planning Llc Portfolio Holdings in Q2 2026
95 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 10.11% | 55,110 | +2,536 | +4.82% | $41,271,085 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 9.81% | 484,328 | +29,198 | +6.42% | $40,029,715 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 9.48% | 655,795 | +44,190 | +7.23% | $38,678,794 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 8.96% | 462,522 | +18,328 | +4.13% | $36,553,093 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 8.56% | 490,368 | +2,427 | +0.50% | $34,938,687 |
| VANGUARD INDEX FDS | VXF | Other | 7.28% | 120,709 | +3,073 | +2.61% | $29,719,764 |
| ISHARES TR | DGRO | Other | 4.96% | 267,041 | +8,329 | +3.22% | $20,239,027 |
| VANGUARD INDEX FDS | VNQ | Other | 4.67% | 197,512 | +1,829 | +0.93% | $19,046,085 |
| JANUS DETROIT STR TR | JMBS | Other | 4.58% | 415,201 | +415,201 | +100.00% | $18,679,892 |
| ISHARES TR | IEFA | Other | 2.91% | 122,913 | +10,131 | +8.98% | $11,870,976 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.84% | 194,151 | +3,345 | +1.75% | $11,588,859 |
| MORGAN STANLEY | MS | Financial Services | 2.44% | 47,654 | +9,909 | +26.25% | $9,961,663 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 2.15% | 37,147 | -1,001 | -2.62% | $8,789,723 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.05% | 11,207 | +628 | +5.94% | $8,369,413 |
| ISHARES INC | IEMG | Other | 1.24% | 61,000 | +3,705 | +6.47% | $5,053,237 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 1.12% | 22,701 | - | - | $4,554,295 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.92% | 107,858 | +3,948 | +3.80% | $3,754,537 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.84% | 101,919 | +3,625 | +3.69% | $3,448,942 |
| APPLE INC | AAPL | Technology | 0.75% | 10,524 | -655 | -5.86% | $3,045,226 |
| INVESCO QQQ TR | QQQ | Other | 0.61% | 3,373 | +3,373 | +100.00% | $2,484,239 |
| ISHARES TR | IJR | Other | 0.60% | 16,563 | -528 | -3.09% | $2,456,459 |
| VANGUARD INDEX FDS | VUG | Other | 0.49% | 22,983 | +19,185 | +505.13% | $1,979,780 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.45% | 3,696 | -88 | -2.33% | $1,849,441 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.42% | 3,327 | +258 | +8.41% | $1,694,980 |
| VANGUARD INDEX FDS | VTI | Other | 0.40% | 4,378 | +2,358 | +116.73% | $1,620,008 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.39% | 6,737 | -381 | -5.35% | $1,605,701 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 0.38% | 36,546 | +3,407 | +10.28% | $1,542,607 |
| ISHARES TR | MUB | Other | 0.36% | 13,816 | +834 | +6.42% | $1,486,878 |
| ISHARES TR | IEF | Other | 0.36% | 15,533 | - | - | $1,468,956 |
| DIMENSIONAL ETF TRUST | DGCB | Other | 0.34% | 25,315 | +554 | +2.24% | $1,383,971 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.34% | 28,638 | +176 | +0.62% | $1,367,465 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 0.28% | 12,783 | +1 | +0.01% | $1,131,807 |
| SPDR SERIES TRUST | SHM | Other | 0.27% | 22,984 | +2,497 | +12.19% | $1,102,428 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.24% | 7,832 | +7,832 | +100.00% | $977,120 |
| SPDR SERIES TRUST | TFI | Other | 0.24% | 21,002 | +1,868 | +9.76% | $961,892 |
| ISHARES TR | LQD | Other | 0.23% | 8,500 | -604 | -6.63% | $927,132 |
| ISHARES TR | EFA | Other | 0.22% | 8,507 | -387 | -4.35% | $883,754 |
| ISHARES TR | IWF | Other | 0.22% | 7,108 | +5,331 | +300.00% | $882,600 |
| VANGUARD INDEX FDS | VTV | Other | 0.21% | 4,004 | +52 | +1.32% | $872,507 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.21% | 2,616 | +237 | +9.96% | $856,176 |
| NVIDIA CORPORATION | NVDA | Technology | 0.20% | 4,038 | +446 | +12.42% | $807,894 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.19% | 7,695 | +7,695 | +100.00% | $792,970 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.19% | 26,391 | -820 | -3.01% | $776,686 |
| ALPHABET INC | GOOG | Communication Services | 0.19% | 2,169 | - | - | $766,427 |
| JOHNSON CONTROLS INTERNATION | JCI | Industrials | 0.18% | 5,134 | - | - | $750,129 |
| NETFLIX INC. | NFLX | Communication Services | 0.17% | 9,713 | +76 | +0.79% | $693,508 |
| VISA INC | V | Financial Services | 0.17% | 1,998 | +263 | +15.16% | $685,548 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.16% | 13,073 | +1,675 | +14.70% | $661,232 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.16% | 13,084 | -293 | -2.19% | $659,303 |
| ISHARES TR | IJS | Other | 0.16% | 4,781 | +9 | +0.19% | $653,523 |
| SPDR SERIES TRUST | SPLG | Other | 0.16% | 7,401 | -170 | -2.25% | $650,417 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 0.15% | 12,311 | -1,671 | -11.95% | $625,150 |
| INNOVATOR ETFS TRUST | PSEP | Other | 0.15% | 13,014 | -3,304 | -20.25% | $599,295 |
| ISHARES TR | IWM | Other | 0.14% | 1,944 | -51 | -2.56% | $584,075 |
| VANGUARD INDEX FDS | VOO | Other | 0.14% | 845 | +34 | +4.19% | $580,527 |
| SPDR SERIES TRUST | SPIB | Other | 0.14% | 17,087 | -200 | -1.16% | $571,731 |
| VANGUARD INDEX FDS | VB | Other | 0.14% | 1,863 | +315 | +20.35% | $564,713 |
| MICROSOFT CORP | MSFT | Technology | 0.12% | 1,368 | -52 | -3.66% | $510,192 |
| EXXON MOBIL CORP | XOM | Energy | 0.12% | 3,544 | +1,630 | +85.16% | $484,482 |
| INNOVATOR ETFS TRUST | IJUL | Other | 0.12% | 13,416 | +4,445 | +49.55% | $482,574 |
| ISHARES TR | HEFA | Other | 0.10% | 8,886 | -43 | -0.48% | $416,976 |
| INNOVATOR ETFS TRUST | IOCT | Other | 0.10% | 11,176 | -362 | -3.14% | $413,400 |
| QUALCOMM INC | QCOM | Technology | 0.10% | 2,158 | -54 | -2.44% | $398,829 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.09% | 1,422 | +115 | +8.80% | $384,474 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 0.09% | 8,850 | -57 | -0.64% | $377,604 |
| AMERICAN TOWER CORP | AMT | Real Estate | 0.09% | 2,306 | +367 | +18.93% | $377,229 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.09% | 885 | -48 | -5.14% | $367,971 |
| PEPSICO INC | PEP | Consumer Defensive | 0.09% | 2,642 | +217 | +8.95% | $357,696 |
| INNOVATOR ETFS TRUST | ISEP | Other | 0.09% | 10,280 | -513 | -4.75% | $355,688 |
| ISHARES TR | IYR | Other | 0.09% | 3,467 | +34 | +0.99% | $354,501 |
| ISHARES TR | IDEV | Other | 0.08% | 3,815 | +188 | +5.18% | $339,573 |
| ABBVIE INC | ABBV | Healthcare | 0.08% | 1,318 | +3 | +0.23% | $331,603 |
| TESLA INC | TSLA | Consumer Cyclical | 0.08% | 767 | - | - | $322,600 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.08% | 1,122 | - | - | $315,406 |
| SPDR SERIES TRUST | SPSB | Other | 0.08% | 10,230 | +435 | +4.44% | $307,002 |
| VANGUARD INDEX FDS | VBK | Other | 0.07% | 836 | +11 | +1.33% | $305,725 |
| SCHWAB STRATEGIC TR | SCHH | Other | 0.07% | 12,250 | -211 | -1.69% | $290,080 |
| ELECTRONIC ARTS INC | EA | Communication Services | 0.07% | 1,401 | - | - | $287,263 |
| SPDR SERIES TRUST | SPSM | Other | 0.07% | 4,861 | -127 | -2.55% | $280,334 |
| BURLINGTON STORES INC | BURL | Consumer Cyclical | 0.07% | 866 | - | - | $274,349 |
| VANECK ETF TRUST | ANGL | Other | 0.07% | 9,329 | -483,517 | -98.11% | $272,780 |
| INNOVATOR ETFS TRUST | IJAN | Other | 0.07% | 7,146 | -109 | -1.50% | $272,119 |
| INNOVATOR ETFS TRUST | PDEC | Other | 0.06% | 5,633 | -64 | -1.12% | $258,498 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.06% | 1,759 | - | - | $257,971 |
| VANGUARD INDEX FDS | VBR | Other | 0.06% | 1,043 | +1,043 | +100.00% | $253,439 |
| SHOPIFY INC | SHOP | Technology | 0.06% | 2,214 | -1 | -0.05% | $252,795 |
| BROADCOM INC | AVGO | Technology | 0.06% | 666 | -31 | -4.45% | $251,736 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.06% | 897 | +897 | +100.00% | $227,734 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.05% | 8,005 | +8,005 | +100.00% | $221,732 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.05% | 3,463 | +3,463 | +100.00% | $212,836 |
| GLOBAL X FDS | QYLD | Other | 0.05% | 11,312 | +11,312 | +100.00% | $208,480 |
| INNOVATOR ETFS TRUST | BJAN | Other | 0.05% | 3,510 | -199 | -5.37% | $206,634 |
| ISHARES TR | IWD | Other | 0.05% | 845 | +845 | +100.00% | $204,853 |
| GLOBAL X FDS | XYLD | Other | 0.05% | 4,986 | +4,986 | +100.00% | $203,379 |
| ELI LILLY & CO | LLY | Healthcare | 0.05% | 169 | +169 | +100.00% | $203,025 |
Cypress Financial Planning Llc Options Holdings in Q2 2026
3 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | QQQ | Invesco QQQ Trust, Series 1 | PUT | 3,200 | $2,356,480 |
| Q2 2026 | MS | Morgan Stanley | PUT | 10,000 | $2,090,400 |
| Q2 2026 | SPY | SPDR S&P 500 | PUT | 400 | $298,708 |
Notional value represents the total exposure of the options position.