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CIK: 0001937021
Total reported value
$373.5M
$373.5M
106 檔
51.3%
As reported in its official Q2 2026 Form 13F filing, Cypress Financial Planning LLC's tracked investment portfolio stood at $373.5M with 106 total positions.
In Q2 2026, Cypress Financial Planning LLC displayed an active expansion posture, initiating 15 new positions and adding to 48 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.99% | +1.37% | +4.82% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 9.69% | -5.38% | +6.42% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-Other | 9.37% | -2.67% | +7.23% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 8.85% | +0.41% | +4.13% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.46% | +0.73% | +0.50% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 7.20% | +0.36% | +2.61% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.90% | +0.02% | +3.22% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.61% | +0.30% | +0.93% | |
| 9 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 4.52% | +1.07% | — | |
| 10 | MS | Morgan Stanley | Stock-Financials | 2.92% | -1.02% | +20.75% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.87% | +0.62% | +8.98% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.81% | +0.29% | +1.75% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.13% | +0.11% | -2.62% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.10% | +0.08% | +5.72% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.22% | +0.22% | +6.47% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.17% | -0.54% | +105.41% | |
| 17 | COF | Capital One Financial CORP | Stock-Financials | 1.10% | +0.07% | — | |
| 18 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.91% | +0.03% | +3.80% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.84% | +0.13% | +3.69% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.74% | +0.13% | -5.86% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.59% | -0.01% | -3.09% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.48% | +0.07% | +505.13% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | -0.01% | -2.33% | |
| 24 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.41% | +0.03% | +8.41% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | +0.20% | +116.73% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | +0.04% | -5.35% | |
| 27 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.37% | +0.02% | +10.28% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 0.36% | -0.13% | +6.42% | |
| 29 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.36% | -0.12% | — | |
| 30 | DGCB | Dimensional Global Credit | ETF-Other | 0.34% | +0.03% | +2.24% | |
| 31 | DFSD | Dimensional Short Duration | ETF-Other | 0.33% | +0.04% | +0.62% | |
| 32 | DECP | Pgim S&p 500 Buffer 12 ETF - | ETF-Large Cap & Growth | 0.29% | +0.01% | -3.62% | |
| 33 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.27% | +0.03% | +0.01% | |
| 34 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.27% | +0.05% | +12.19% | |
| 35 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.24% | — | — | |
| 36 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.23% | -0.09% | +9.76% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.22% | -0.09% | -6.63% | |
| 38 | FEBP | Pgim S&p 500 Buffer 12 ETF - | ETF-Large Cap & Growth | 0.21% | +0.04% | +5.34% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.21% | +0.03% | -4.35% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.21% | +0.03% | +300.00% | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.21% | +0.02% | +1.32% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | -0.01% | +9.96% | |
| 43 | MRCP | Pgim S&p 500 Buffer 12 ETF - | ETF-Large Cap & Growth | 0.20% | — | +14.58% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | +0.03% | +12.42% | |
| 45 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.19% | +0.04% | — | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.19% | -0.03% | -3.01% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | +0.01% | — | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | +0.02% | — | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.17% | +0.01% | +0.79% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.17% | +0.02% | +15.16% |
According to official SEC Form 13F filings, Cypress Financial Planning LLC reported a total U.S. public equity portfolio value of $373.5M across 106 disclosed positions in Q2 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 IVV, VCIT, VGIT) accounted for 51.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
JMBS
市值: $18.7M
Top Position Liquidated / Trimmed
SJNK
前期市值: $1.5M
During Q2 2026, Cypress Financial Planning LLC's top holdings by market value included IVV (10.0%)、VCIT (9.7%)、VGIT (9.4%). The largest single position, IVV, represented 10.0% of total portfolio value.
In Q2 2026, Cypress Financial Planning LLC made 104 total portfolio adjustments, initiating 15 new buys, adding to 48 positions, trimming 32 holdings, and fully liquidating 9 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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