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CIK: 0001937021
Total reported value
$412.9M
$412.9M
100 檔
42.4%
During the Q1 2026 filing period, Cypress Financial Planning LLC (CIK: 0001937021) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $412.9M across 100 reported positions.
Cypress Financial Planning LLC executed strategic sector rebalancing during Q1 2026, establishing 7 new positions while fully exiting 10 holdings and trimming 36 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 10.39% | -0.70% | +3.01% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 10.04% | -0.67% | +5.80% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 9.71% | -0.86% | +4.21% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.47% | +0.52% | +2.99% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.62% | -0.16% | +1.09% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 6.68% | +0.52% | +4.42% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 5.01% | -0.11% | +5.38% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.79% | -0.18% | +2.52% | |
| 9 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 3.90% | -3.83% | +5.44% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.84% | -0.03% | +1.55% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.82% | +0.05% | +1.18% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.26% | -0.13% | +1.27% | |
| 13 | MS | Morgan Stanley | Stock-Financials | 2.17% | +0.75% | +26.24% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.97% | +0.13% | +3.12% | |
| 15 | COF | Capital One Financial CORP | Stock-Financials | 1.14% | -0.04% | -0.01% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.10% | +0.12% | -0.70% | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.87% | +0.04% | -5.44% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.79% | +0.05% | -1.56% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.78% | -0.04% | +2.06% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.59% | — | +6.28% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.51% | -0.10% | -23.68% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | +0.66% | +9900.00% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.05% | +0.24% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.46% | +0.02% | +2.18% | |
| 25 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.43% | -0.43% | EXIT | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | -0.02% | +3.96% | |
| 27 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.41% | -0.05% | — | |
| 28 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.39% | -0.02% | +4.35% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.38% | -0.02% | +6.23% | |
| 30 | DFSD | Dimensional Short Duration | ETF-Other | 0.38% | -0.05% | +4.78% | |
| 31 | DGCB | Dimensional Global Credit | ETF-Other | 0.37% | -0.03% | +3.98% | |
| 32 | DECP | Pgim S&p 500 Buffer 12 ETF - | ETF-Large Cap & Growth | 0.31% | -0.02% | +20.09% | |
| 33 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.29% | -0.02% | -0.90% | |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.27% | -0.05% | +0.86% | |
| 35 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.27% | — | +4.55% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.26% | -0.09% | -0.97% | |
| 37 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.24% | -0.01% | +17.54% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.24% | -0.03% | -2.56% | |
| 39 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.23% | -0.23% | EXIT | |
| 40 | DISV | Dimensional International Sm | ETF-Other | 0.22% | -0.22% | EXIT | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.21% | — | +7.48% | |
| 42 | FEBP | Pgim S&p 500 Buffer 12 ETF - | ETF-Large Cap & Growth | 0.21% | — | — | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.21% | — | — | |
| 44 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.20% | -0.05% | +18.71% | |
| 45 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.19% | -0.04% | -25.59% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | +0.02% | +3.21% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.19% | — | +0.26% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.19% | -0.01% | — | |
| 49 | MRCP | Pgim S&p 500 Buffer 12 ETF - | ETF-Large Cap & Growth | 0.18% | +0.02% | — | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.18% | +0.21% | -13.19% |
According to official SEC Form 13F filings, Cypress Financial Planning LLC reported a total U.S. public equity portfolio value of $412.9M across 100 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VCIT, VGIT, VCSH) accounted for 42.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
FEBP
市值: $772.5K
Top Position Liquidated / Trimmed
PAUG
前期市值: $424.1K
During Q1 2026, Cypress Financial Planning LLC's top holdings by market value included VCIT (10.4%)、VGIT (10.0%)、VCSH (9.7%). The largest single position, VCIT, represented 10.4% of total portfolio value.
In Q1 2026, Cypress Financial Planning LLC made 100 total portfolio adjustments, initiating 7 new buys, adding to 47 positions, trimming 36 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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