CYPRESS FINANCIAL PLANNING LLC
CIK 1937021 · View on SEC EDGAR ↗
- Portfolio value
- $412.9M
- Positions
- 109
- As of
- June 30, 2026
#4,281 of 9,443 by 13F value · top 45.3%
Portfolio value QoQ: +13.9% 13F does not disclose cash
- Top 10 holdings weight
- 70.48%
- Top 25 holdings weight
- 87.86%
- Positions above 1%
- 16
- Effective number of positions
- 17.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 5.24% Est. buys $45,191,941 · sells $20,304,642
Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 83.2% still held
- New positions
- 16
- Increased
- 47
- Decreased
- 32
- Closed
- 9
Put-notional exposure: 1.1% puts 13F reports option positions at underlying notional value — may include hedges, not necessarily bearish bets
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Financial Services
4.2%
Technology
1.4%
Industrials
0.6%
Retail
0.5%
Communication Services
0.4%
Healthcare
0.3%
Financials
0.2%
Consumer Discretionary
0.2%
Energy
0.1%
Real Estate
0.1%
Consumer Staples
0.1%
Consumer products
0.1%
Other/Unmapped
92.0%
Full portfolio 109 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IVV | $41,271,085 | 9.99% | 55,110 | $6,929,060 | Up ×3 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $40,029,715 | 9.69% | 484,328 | $2,367,672 | Up ×5 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $38,678,794 | 9.37% | 655,795 | $2,257,688 | Up ×6 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $36,553,093 | 8.85% | 462,522 | $1,341,802 | Up ×6 | ||
| VEA | $34,938,687 | 8.46% | 490,368 | $3,671,418 | Up ×5 | ||
| VXF | $29,719,764 | 7.20% | 120,709 | $5,510,378 | Up ×3 | ||
| DGRO | $20,239,027 | 4.90% | 267,041 | $2,082,625 | Up ×5 | ||
| VNQ | $19,046,085 | 4.61% | 197,512 | $1,688,998 | Up ×2 | ||
| JMBS | $18,679,892 | 4.52% | 415,201 | Up ×1 | |||
| IEFA | $11,870,976 | 2.87% | 122,913 | $1,660,822 | Up ×4 | ||
| VWO | $11,588,859 | 2.81% | 194,151 | $1,275,805 | Up ×3 | ||
| MS Morgan Stanley Common Stock | $9,961,663 | 2.41% | 47,654 | $3,749,924 | Up ×4 | ||
| VIG | $8,789,723 | 2.13% | 37,147 | $585,614 | Down ×1 | ||
| SPY SPY | $8,369,413 | 2.03% | 11,207 | $1,489,413 | Up ×1 | ||
| IEMG | $5,053,237 | 1.22% | 61,000 | $1,056,911 | Up ×1 | ||
| COF Capital One Financial Corporation Common Stock | $4,554,295 | 1.10% | 22,701 | $412,938 | |||
| SCHV | $3,754,537 | 0.91% | 107,858 | $585,282 | Up ×1 | ||
| SCHG | $3,448,942 | 0.84% | 101,919 | $585,638 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $3,045,226 | 0.74% | 10,524 | $208,227 | Down ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2,484,239 | 0.60% | 3,373 | Up ×1 | |||
| IJR | $2,456,459 | 0.59% | 16,563 | $331,877 | Down ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2,356,480 | 0.57% | 3,200 | Put option | $501,827 | ||
| MS Morgan Stanley Common Stock | $2,090,400 | 0.51% | 10,000 | Put option | $444,688 | ||
| VUG | $1,979,780 | 0.48% | 22,983 | $320,851 | Up ×3 | ||
| BRKB | $1,849,441 | 0.45% | 3,696 | $36,148 | Down ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $1,694,980 | 0.41% | 3,327 | $-160,175 | Up ×1 | ||
| VTI | $1,620,008 | 0.39% | 4,378 | $972,068 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1,605,701 | 0.39% | 6,737 | $123,231 | Down ×1 | ||
| DFCF | $1,542,607 | 0.37% | 36,546 | $143,478 | Up ×2 | ||
| MUB | $1,486,878 | 0.36% | 13,816 | $108,839 | Up ×6 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $1,468,956 | 0.36% | 15,533 | $-13,514 | |||
| DGCB Dimensional Global Credit ETF | $1,383,971 | 0.34% | 25,315 | $43,542 | Up ×2 | ||
| DFSD | $1,367,465 | 0.33% | 28,638 | $4,704 | Up ×2 | ||
| DECP | $1,190,906 | 0.29% | 36,656 | $61,422 | Down ×1 | ||
| VGK | $1,131,807 | 0.27% | 12,783 | $78,187 | Up ×1 | ||
| SHM | $1,102,428 | 0.27% | 22,984 | $122,535 | Up ×6 | ||
| AVUV | $977,120 | 0.24% | 7,832 | Up ×1 | |||
| TFI | $961,892 | 0.23% | 21,002 | $94,356 | Up ×2 | ||
| LQD | $927,132 | 0.22% | 8,500 | $-65,085 | Down ×1 | ||
| FEBP | $884,804 | 0.21% | 26,016 | $112,265 | Up ×1 | ||
| EFA | $883,754 | 0.21% | 8,507 | $19,858 | Down ×5 | ||
| IWF | $882,600 | 0.21% | 7,108 | $124,887 | Up ×1 | ||
| VTV | $872,507 | 0.21% | 4,004 | $97,086 | Up ×3 | ||
| JPM JP Morgan Chase & Co. Common Stock | $856,176 | 0.21% | 2,616 | $156,229 | Up ×6 | ||
| MRCP | $822,242 | 0.20% | 23,911 | $161,019 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $807,894 | 0.20% | 4,038 | $181,415 | Up ×2 | ||
| AVDV | $792,970 | 0.19% | 7,695 | Up ×1 | |||
| SCHX | $776,686 | 0.19% | 26,391 | $78,984 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $766,427 | 0.19% | 2,169 | $144,193 | |||
| JCI Johnson Controls International plc Ordinary Share | $750,129 | 0.18% | 5,134 | $77,832 | |||
| NFLX Netflix, Inc. - Common Stock | $693,508 | 0.17% | 9,713 | $-233,090 | Up ×1 | ||
| V Visa Inc. | $685,548 | 0.17% | 1,998 | $161,162 | Up ×1 | ||
| VTEB | $661,232 | 0.16% | 13,073 | $92,586 | Up ×1 | ||
| SPDW | $659,303 | 0.16% | 13,084 | $48,643 | Down ×2 | ||
| IJS | $653,523 | 0.16% | 4,781 | $88,283 | Up ×1 | ||
| SPYM | $650,417 | 0.16% | 7,401 | $70,921 | Down ×1 | ||
| DUSB | $625,150 | 0.15% | 12,311 | $-83,862 | Down ×1 | ||
| PSEP | $599,295 | 0.15% | 13,014 | $-103,358 | Down ×6 | ||
| IWM | $584,075 | 0.14% | 1,944 | $89,315 | Down ×4 | ||
| VOO | $580,527 | 0.14% | 845 | $95,825 | Up ×2 | ||
| SPIB | $571,731 | 0.14% | 17,087 | $-8,075 | Down ×2 | ||
| VB | $564,713 | 0.14% | 1,863 | $159,261 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $510,192 | 0.12% | 1,368 | $-15,273 | Down ×1 | ||
| USEW | $506,531 | 0.12% | 9,073 | $63,042 | |||
| JANP | $492,850 | 0.12% | 14,195 | $87,402 | Up ×1 | ||
| IDEC | $484,607 | 0.12% | 14,121 | $23,232 | Down ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $484,482 | 0.12% | 3,544 | $159,710 | Up ×1 | ||
| IJUL | $482,574 | 0.12% | 13,416 | $179,802 | Up ×1 | ||
| HEFA | $416,976 | 0.10% | 8,886 | $37,538 | Down ×3 | ||
| IOCT | $413,400 | 0.10% | 11,176 | $8,993 | Down ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $398,829 | 0.10% | 2,158 | $113,939 | Down ×1 | ||
| MCD McDonald's Corporation Common Stock | $384,474 | 0.09% | 1,422 | $-21,729 | Up ×1 | ||
| DFEV | $377,604 | 0.09% | 8,850 | $58,912 | Down ×2 | ||
| AMT American Tower Corporation (REIT) Common Stock | $377,229 | 0.09% | 2,306 | $42,569 | Up ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $367,971 | 0.09% | 885 | $115,438 | Down ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $357,696 | 0.09% | 2,642 | $-18,882 | Up ×1 | ||
| ISEP | $355,688 | 0.09% | 10,280 | $1,786 | Down ×3 | ||
| IYR | $354,501 | 0.09% | 3,467 | $29,877 | Up ×1 | ||
| INOV | $344,374 | 0.08% | 9,377 | $9,181 | Down ×2 | ||
| IDEV | $339,573 | 0.08% | 3,815 | ||||
| ABBV AbbVie Inc. Common Stock | $331,603 | 0.08% | 1,318 | $45,628 | Up ×5 | ||
| TSLA Tesla, Inc. - Common Stock | $322,600 | 0.08% | 767 | $37,468 | |||
| IBM International Business Machines Corporation Common Stock | $315,406 | 0.08% | 1,122 | $43,557 | |||
| SPSB | $307,002 | 0.07% | 10,230 | $12,466 | Up ×6 | ||
| VBK | $305,725 | 0.07% | 836 | ||||
| SPY SPY | $298,708 | 0.07% | 400 | Put option | $38,570 | ||
| SCHH | $290,080 | 0.07% | 12,250 | $22,293 | Down ×1 | ||
| EA Electronic Arts Inc. - Common Stock | $287,263 | 0.07% | 1,401 | $1,639 | |||
| SPSM | $280,334 | 0.07% | 4,861 | $39,314 | Down ×3 | ||
| PBNV | $276,931 | 0.07% | 8,938 | $18,563 | |||
| IJUN | $274,548 | 0.07% | 8,806 | $50,677 | Up ×1 | ||
| BURL Burlington Stores, Inc. Common Stock | $274,349 | 0.07% | 866 | $-7,430 | |||
| ANGL VanEck Fallen Angel High Yield Bond ETF | $272,780 | 0.07% | 9,329 | $-13,881,757 | Down ×1 | ||
| IJAN | $272,119 | 0.07% | 7,146 | $8,908 | Down ×1 | ||
| PDEC | $258,498 | 0.06% | 5,633 | $16,375 | Down ×5 | ||
| PG Procter & Gamble Company (The) Common Stock | $257,971 | 0.06% | 1,759 | $3,926 | |||
| IFEB | $253,495 | 0.06% | 8,105 | $7,408 | Down ×1 | ||
| VBR | $253,439 | 0.06% | 1,043 | Up ×1 | |||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $252,795 | 0.06% | 2,214 | $-9,948 | Down ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $251,736 | 0.06% | 666 | $35,910 | Down ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| IVV | $41,271,085 | 9.99% | up ×3 |
| VCIT | $40,029,715 | 9.69% | up ×5 |
| VGIT | $38,678,794 | 9.37% | up ×6 |
| VCSH | $36,553,093 | 8.85% | up ×6 |
| VEA | $34,938,687 | 8.46% | up ×5 |
| VXF | $29,719,764 | 7.20% | up ×3 |
| DGRO | $20,239,027 | 4.90% | up ×5 |
| IEFA | $11,870,976 | 2.87% | up ×4 |
| VWO | $11,588,859 | 2.81% | up ×3 |
| MS | $9,961,663 | 2.41% | up ×4 |
| VUG | $1,979,780 | 0.48% | up ×3 |
| MUB | $1,486,878 | 0.36% | up ×6 |
| SHM | $1,102,428 | 0.27% | up ×6 |
| VTV | $872,507 | 0.21% | up ×3 |
| JPM | $856,176 | 0.21% | up ×6 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| JMBS | $18,679,892 | 415,201 | 4.52% |
| QQQ | $2,484,239 | 3,373 | 0.60% |
| AVUV | $977,120 | 7,832 | 0.24% |
| AVDV | $792,970 | 7,695 | 0.19% |
| IDEV | $339,573 | 3,815 | 0.08% |
| VBK | $305,725 | 836 | 0.07% |
| VBR | $253,439 | 1,043 | 0.06% |
| APRP | $246,626 | 7,577 | 0.06% |
| JNJ | $227,734 | 897 | 0.06% |
| SCHF | $221,732 | 8,005 | 0.05% |
| JEPQ | $212,836 | 3,463 | 0.05% |
| QYLD | $208,480 | 11,312 | 0.05% |
| BJAN | $206,634 | 3,510 | 0.05% |
| IWD | $204,853 | 845 | 0.05% |
| XYLD | $203,379 | 4,986 | 0.05% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IVV | Bought more | +3K | +$6.9M |
| VXF | Bought more | +3K | +$5.5M |
| MS | Bought more | +10K | +$3.7M |
| VEA | Bought more | +2K | +$3.7M |
| VCIT | Bought more | +29K | +$2.4M |
| VGIT | Bought more | +44K | +$2.3M |
| DGRO | Bought more | +8K | +$2.1M |
| VNQ | Bought more | +2K | +$1.7M |
| IEFA | Bought more | +10K | +$1.7M |
| SPY | Bought more | +628 | +$1.5M |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| DFS | June 30, 2025 | 22,247 | $3,797,563 | No longer tracked |
| SJNK | June 30, 2026 | 61,908 | $1,546,457 | No longer tracked |
| DFAS | June 30, 2026 | 11,664 | $829,660 | No longer tracked |
| DISV | June 30, 2026 | 20,418 | $805,286 | No longer tracked |
| HYD | June 30, 2026 | 12,190 | $611,207 | No longer tracked |
| PAUG | March 31, 2026 | 9,778 | $424,072 | No longer tracked |
| PFEB | March 31, 2026 | 10,224 | $417,034 | No longer tracked |
| UAN | March 31, 2026 | 3,500 | $343,945 | -3.8% |
| POCT | March 31, 2026 | 7,672 | $337,875 | No longer tracked |
| XLF | March 31, 2026 | 5,876 | $324,238 | No longer tracked |
| HEFA | March 31, 2025 | 9,237 | $320,986 | No longer tracked |
| IDEV | March 31, 2026 | 3,627 | $299,163 | No longer tracked |
| UNH | June 30, 2025 | 548 | $287,015 | 26.6% |
| PMAY | March 31, 2026 | 7,216 | $285,898 | No longer tracked |
| VZ | Dec. 31, 2025 | 6,038 | $265,360 | 21.3% |
| PJUL | June 30, 2026 | 5,454 | $250,707 | No longer tracked |
| VBK | March 31, 2026 | 825 | $250,615 | No longer tracked |
| CAVA | June 30, 2026 | 3,000 | $242,700 | -6.9% |
| PAPR | March 31, 2025 | 6,539 | $240,006 | No longer tracked |
| JNK | June 30, 2026 | 2,430 | $232,600 | No longer tracked |
| PAPR | Dec. 31, 2025 | 5,785 | $221,913 | No longer tracked |
| IJAN | June 30, 2025 | 6,665 | $213,107 | No longer tracked |
| PJAN | June 30, 2025 | 5,112 | $211,995 | No longer tracked |
| PMAR | March 31, 2026 | 4,665 | $209,878 | No longer tracked |
| IGIB | March 31, 2025 | 4,010 | $206,555 | |
| PLTR | June 30, 2026 | 1,410 | $206,255 | 46.6% |
| PNOV | June 30, 2026 | 5,029 | $205,485 | No longer tracked |
| XOM | June 30, 2025 | 1,727 | $205,392 | 55.7% |
| BJAN | March 31, 2026 | 3,709 | $204,125 | No longer tracked |
| CAVA | March 31, 2025 | 1,800 | $203,040 | -15.5% |