Cypress Financial Planning Llc Portfolio Stock Holdings
Cypress Financial Planning Llc disclosed 99 stock positions valued at approximately $358.8 million in its latest SEC 13F filing. The largest holdings include VANGUARD SCOTTSDALE FDS, VANGUARD SCOTTSDALE FDS, and VANGUARD SCOTTSDALE FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 99
- Portfolio Value
- $358.8M
Holdings by Sector
Cypress Financial Planning Llc Portfolio Holdings in Q1 2026
89 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 10.50% | 455,130 | +13,296 | +3.01% | $37,662,043 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 10.15% | 611,605 | +33,524 | +5.80% | $36,421,106 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 9.81% | 444,194 | +17,942 | +4.21% | $35,211,291 |
| ISHARES TR | IVV | Other | 9.57% | 52,574 | +1,524 | +2.99% | $34,342,025 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 8.71% | 487,941 | +5,247 | +1.09% | $31,267,269 |
| VANGUARD INDEX FDS | VXF | Other | 6.75% | 117,636 | +4,976 | +4.42% | $24,209,386 |
| ISHARES TR | DGRO | Other | 5.06% | 258,712 | +13,219 | +5.38% | $18,156,402 |
| VANGUARD INDEX FDS | VNQ | Other | 4.84% | 195,683 | +4,812 | +2.52% | $17,357,087 |
| VANECK ETF TRUST | ANGL | Other | 3.94% | 492,846 | +25,448 | +5.44% | $14,154,537 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.87% | 190,806 | +2,917 | +1.55% | $10,313,054 |
| ISHARES TR | IEFA | Other | 2.85% | 112,782 | +1,318 | +1.18% | $10,210,154 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 2.29% | 38,148 | +480 | +1.27% | $8,204,109 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.92% | 10,579 | -57 | -0.54% | $6,880,000 |
| MORGAN STANLEY | MS | Financial Services | 1.73% | 37,745 | +24 | +0.06% | $6,211,739 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 1.15% | 22,701 | -2 | -0.01% | $4,141,357 |
| ISHARES INC | IEMG | Other | 1.11% | 57,295 | -403 | -0.70% | $3,996,326 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.88% | 103,910 | -5,981 | -5.44% | $3,169,255 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.80% | 98,294 | -1,560 | -1.56% | $2,863,304 |
| APPLE INC | AAPL | Technology | 0.79% | 11,179 | +226 | +2.06% | $2,836,999 |
| ISHARES TR | IJR | Other | 0.59% | 17,091 | +1,010 | +6.28% | $2,124,582 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.52% | 3,069 | -952 | -23.68% | $1,855,155 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.51% | 3,784 | +9 | +0.24% | $1,813,293 |
| VANGUARD INDEX FDS | VUG | Other | 0.46% | 3,798 | +81 | +2.18% | $1,658,929 |
| SPDR SERIES TRUST | SJNK | Other | 0.43% | 61,908 | -708 | -1.13% | $1,546,457 |
| ISHARES TR | IEF | Other | 0.41% | 15,533 | - | - | $1,482,470 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.41% | 7,118 | +271 | +3.96% | $1,482,470 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 0.39% | 33,139 | +1,381 | +4.35% | $1,399,129 |
| ISHARES TR | MUB | Other | 0.38% | 12,982 | +761 | +6.23% | $1,378,039 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.38% | 28,462 | +1,299 | +4.78% | $1,362,761 |
| DIMENSIONAL ETF TRUST | DGCB | Other | 0.37% | 24,761 | +947 | +3.98% | $1,340,429 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 0.29% | 12,782 | -116 | -0.90% | $1,053,620 |
| ISHARES TR | LQD | Other | 0.28% | 9,104 | +78 | +0.86% | $992,217 |
| SPDR SERIES TRUST | SHM | Other | 0.27% | 20,487 | +892 | +4.55% | $979,893 |
| NETFLIX INC. | NFLX | Communication Services | 0.26% | 9,637 | -94 | -0.97% | $926,598 |
| SPDR SERIES TRUST | TFI | Other | 0.24% | 19,134 | +2,855 | +17.54% | $867,536 |
| ISHARES TR | EFA | Other | 0.24% | 8,894 | -234 | -2.56% | $863,896 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.23% | 11,664 | -342 | -2.85% | $829,660 |
| DIMENSIONAL ETF TRUST | DISV | Other | 0.22% | 20,418 | -2,380 | -10.44% | $805,286 |
| VANGUARD INDEX FDS | VTV | Other | 0.22% | 3,952 | +275 | +7.48% | $775,421 |
| ISHARES TR | IWF | Other | 0.21% | 1,777 | - | - | $757,713 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 0.20% | 13,982 | +2,204 | +18.71% | $709,012 |
| INNOVATOR ETFS TRUST | PSEP | Other | 0.20% | 16,318 | -5,613 | -25.59% | $702,653 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.20% | 2,379 | +74 | +3.21% | $699,947 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.19% | 27,211 | +71 | +0.26% | $697,702 |
| JOHNSON CONTROLS INTERNATION | JCI | Industrials | 0.19% | 5,134 | - | - | $672,297 |
| VANGUARD INDEX FDS | VTI | Other | 0.18% | 2,020 | -307 | -13.19% | $647,940 |
| NVIDIA CORPORATION | NVDA | Technology | 0.17% | 3,592 | +378 | +11.76% | $626,479 |
| ALPHABET INC | GOOG | Communication Services | 0.17% | 2,169 | -1 | -0.05% | $622,234 |
| VANECK ETF TRUST | HYD | Other | 0.17% | 12,190 | -621 | -4.85% | $611,207 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.17% | 13,377 | -618 | -4.42% | $610,660 |
| SPDR SERIES TRUST | SPIB | Other | 0.16% | 17,287 | -731 | -4.06% | $579,806 |
| SPDR SERIES TRUST | SPLG | Other | 0.16% | 7,571 | +404 | +5.64% | $579,496 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.16% | 11,398 | -1,171 | -9.32% | $568,646 |
| ISHARES TR | IJS | Other | 0.16% | 4,772 | - | - | $565,240 |
| MICROSOFT CORP | MSFT | Technology | 0.15% | 1,420 | +16 | +1.14% | $525,465 |
| VISA INC | V | Financial Services | 0.15% | 1,735 | -231 | -11.75% | $524,386 |
| ISHARES TR | IWM | Other | 0.14% | 1,995 | -4 | -0.20% | $494,760 |
| VANGUARD INDEX FDS | VOO | Other | 0.14% | 811 | +22 | +2.79% | $484,702 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.11% | 1,307 | -110 | -7.76% | $406,203 |
| VANGUARD INDEX FDS | VB | Other | 0.11% | 1,548 | -284 | -15.50% | $405,452 |
| INNOVATOR ETFS TRUST | IOCT | Other | 0.11% | 11,538 | - | - | $404,407 |
| ISHARES TR | HEFA | Other | 0.11% | 8,929 | -66 | -0.73% | $379,438 |
| PEPSICO INC | PEP | Consumer Defensive | 0.10% | 2,425 | -174 | -6.69% | $376,578 |
| INNOVATOR ETFS TRUST | ISEP | Other | 0.10% | 10,793 | -2,386 | -18.10% | $353,902 |
| AMERICAN TOWER CORP | AMT | Real Estate | 0.09% | 1,939 | - | - | $334,660 |
| EXXON MOBIL CORP | XOM | Energy | 0.09% | 1,914 | -528 | -21.62% | $324,772 |
| ISHARES TR | IYR | Other | 0.09% | 3,433 | -64 | -1.83% | $324,624 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 0.09% | 8,907 | -252 | -2.75% | $318,692 |
| INNOVATOR ETFS TRUST | IJUL | Other | 0.08% | 8,971 | -241 | -2.62% | $302,772 |
| SPDR SERIES TRUST | SPSB | Other | 0.08% | 9,795 | +1,106 | +12.73% | $294,536 |
| ABBVIE INC | ABBV | Healthcare | 0.08% | 1,315 | +47 | +3.71% | $285,975 |
| ELECTRONIC ARTS INC | EA | Communication Services | 0.08% | 1,401 | -3 | -0.21% | $285,624 |
| TESLA INC | TSLA | Consumer Cyclical | 0.08% | 767 | +37 | +5.07% | $285,132 |
| QUALCOMM INC | QCOM | Technology | 0.08% | 2,212 | +23 | +1.05% | $284,890 |
| BURLINGTON STORES INC | BURL | Consumer Cyclical | 0.08% | 866 | +866 | +100.00% | $281,779 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.08% | 1,122 | +20 | +1.81% | $271,849 |
| SCHWAB STRATEGIC TR | SCHH | Other | 0.07% | 12,461 | +482 | +4.02% | $267,787 |
| INNOVATOR ETFS TRUST | IJAN | Other | 0.07% | 7,255 | +7,255 | +100.00% | $263,211 |
| SHOPIFY INC | SHOP | Technology | 0.07% | 2,215 | - | - | $262,743 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.07% | 1,759 | +238 | +15.65% | $254,045 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.07% | 933 | +37 | +4.13% | $252,533 |
| INNOVATOR ETFS TRUST | PJUL | Other | 0.07% | 5,454 | -5,339 | -49.47% | $250,707 |
| CAVA GROUP INC | CAVA | Consumer Cyclical | 0.07% | 3,000 | +3,000 | +100.00% | $242,700 |
| INNOVATOR ETFS TRUST | PDEC | Other | 0.07% | 5,697 | -1,140 | -16.67% | $242,123 |
| SPDR SERIES TRUST | SPSM | Other | 0.07% | 4,988 | -131 | -2.56% | $241,020 |
| SPDR SERIES TRUST | JNK | Other | 0.06% | 2,430 | +159 | +7.00% | $232,600 |
| BROADCOM INC | AVGO | Technology | 0.06% | 697 | +57 | +8.91% | $215,826 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.06% | 1,410 | +149 | +11.82% | $206,255 |
| INNOVATOR ETFS TRUST | PNOV | Other | 0.06% | 5,029 | -4,849 | -49.09% | $205,485 |
Cypress Financial Planning Llc Options Holdings in Q1 2026
3 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | QQQ | Invesco QQQ Trust, Series 1 | PUT | 3,200 | $1,854,653 |
| Q1 2026 | MS | Morgan Stanley | PUT | 10,000 | $1,645,712 |
| Q1 2026 | SPY | SPDR S&P 500 | PUT | 400 | $260,138 |
Notional value represents the total exposure of the options position.