Cypress Financial Planning Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 9, 2026, Cypress Financial Planning Llc disclosed 101 stock positions valued at approximately $370.81M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, VANGUARD SCOTTSDALE FDS, and VANGUARD TAX-MANAGED FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 101
- Portfolio Value
- $370.81M
Holdings by Sector
Cypress Financial Planning Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 11.45% | 55,415 | +305 | +0.55% | $42,439,875 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 9.32% | 447,489 | -15,033 | -3.25% | $34,568,554 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 9.26% | 486,271 | -4,097 | -0.84% | $34,335,598 |
| VANGUARD INDEX FDS | VXF | Other | 7.61% | 121,883 | +1,174 | +0.97% | $28,231,814 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 6.74% | 441,394 | -214,401 | -32.69% | $25,009,404 |
| JANUS DETROIT STR TR | JMBS | Other | 5.63% | 493,861 | +78,660 | +18.95% | $20,870,568 |
| ISHARES TR | DGRO | Other | 4.95% | 243,711 | -23,330 | -8.74% | $18,373,372 |
| VANGUARD INDEX FDS | VNQ | Other | 4.94% | 204,464 | +6,952 | +3.52% | $18,326,140 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 4.34% | 205,708 | -278,620 | -57.53% | $16,108,987 |
| ISHARES TR | IEFA | Other | 3.51% | 134,444 | +11,531 | +9.38% | $13,024,912 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 3.46% | 61,719 | +61,719 | +100.00% | $12,838,683 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 3.12% | 195,168 | +1,017 | +0.52% | $11,575,407 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 2.25% | 35,802 | -1,345 | -3.62% | $8,352,882 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.11% | 10,252 | -955 | -8.52% | $7,818,550 |
| MORGAN STANLEY | MS | Financial Services | 1.91% | 37,654 | -10,000 | -20.98% | $7,082,043 |
| ISHARES INC | IEMG | Other | 1.45% | 66,073 | +5,073 | +8.32% | $5,362,480 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 1.18% | 22,722 | +21 | +0.09% | $4,386,962 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.98% | 101,248 | -671 | -0.66% | $3,637,851 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.95% | 105,203 | -2,655 | -2.46% | $3,504,312 |
| APPLE INC | AAPL | Technology | 0.87% | 9,705 | -819 | -7.78% | $3,232,111 |
| VANGUARD INDEX FDS | VTI | Other | 0.60% | 5,929 | +1,551 | +35.43% | $2,218,924 |
| ISHARES TR | IJR | Other | 0.58% | 15,936 | -627 | -3.79% | $2,167,888 |
| VANGUARD INDEX FDS | VUG | Other | 0.55% | 22,752 | -231 | -1.01% | $2,050,143 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.45% | 3,327 | -369 | -9.98% | $1,656,868 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.45% | 3,246 | -81 | -2.43% | $1,653,115 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.44% | 6,484 | -253 | -3.76% | $1,615,520 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 0.39% | 36,393 | -153 | -0.42% | $1,460,087 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.38% | 30,020 | +1,382 | +4.83% | $1,395,089 |
| DIMENSIONAL ETF TRUST | DGCB | Other | 0.37% | 26,555 | +1,240 | +4.90% | $1,378,380 |
| SPDR SERIES TRUST | SHM | Other | 0.32% | 25,604 | +2,620 | +11.40% | $1,194,427 |
Showing 30 of 101 holdings in the latest reporting period.
Cypress Financial Planning Llc Options Holdings in Q3 2026