Cypress Financial Planning Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$362.6M
Q ending 2026-03-31
Prior quarter
$362.2M
Q ending 2025-12-31
Change
+0.1% QoQ · +29.4% YoY
Positions
102
reported holdings
Largest positions
Top 100 of 102 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Scottsdale Fds | VCIT | Shares | $37.7M | 455K |
| Vanguard Scottsdale Fds | VGIT | Shares | $36.4M | 612K |
| Vanguard Scottsdale Fds | VCSH | Shares | $35.2M | 444K |
| Ishares Tr | IVV | Shares | $34.3M | 53K |
| Vanguard Tax-Managed Fds | VEA | Shares | $31.3M | 488K |
| Vanguard Index Fds | VXF | Shares | $24.2M | 118K |
| Ishares Tr | DGRO | Shares | $18.2M | 259K |
| Vanguard Index Fds | VNQ | Shares | $17.4M | 196K |
| Vaneck Etf Trust | ANGL | Shares | $14.2M | 493K |
| Vanguard Intl Equity Index F | VWO | Shares | $10.3M | 191K |
| Ishares Tr | IEFA | Shares | $10.2M | 113K |
| Vanguard Specialized Funds | VIG | Shares | $8.2M | 38K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $6.9M | 11K |
| Morgan Stanley | MS | Shares | $6.2M | 38K |
| Capital One Finl Corp | COF | Shares | $4.1M | 23K |
| Ishares Inc | IEMG | Shares | $4.0M | 57K |
| Schwab Strategic Tr | SCHV | Shares | $3.2M | 104K |
| Schwab Strategic Tr | SCHG | Shares | $2.9M | 98K |
| Apple Inc | AAPL | Shares | $2.8M | 11K |
| Ishares Tr | IJR | Shares | $2.1M | 17K |
| Lockheed Martin Corp | LMT | Shares | $1.9M | 3K |
| Invesco Qqq Tr | QQQ | Put | $1.9M | 3K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.8M | 4K |
| Vanguard Index Fds | VUG | Shares | $1.7M | 4K |
| Morgan Stanley | MS | Put | $1.6M | 10K |
| Spdr Series Trust | SJNK | Shares | $1.5M | 62K |
| Amazon Com Inc | AMZN | Shares | $1.5M | 7K |
| Ishares Tr | IEF | Shares | $1.5M | 16K |
| Dimensional Etf Trust | DFCF | Shares | $1.4M | 33K |
| Ishares Tr | MUB | Shares | $1.4M | 13K |
| Dimensional Etf Trust | DFSD | Shares | $1.4M | 28K |
| Dimensional Etf Trust | DGCB | Shares | $1.3M | 25K |
| Pgim Rock Etf Tr | DECP | Shares | $1.1M | 38K |
| Vanguard Intl Equity Index F | VGK | Shares | $1.1M | 13K |
| Ishares Tr | LQD | Shares | $992K | 9K |
| Spdr Series Trust | SHM | Shares | $980K | 20K |
| Netflix Inc. | NFLX | Shares | $927K | 10K |
| Spdr Series Trust | TFI | Shares | $868K | 19K |
| Ishares Tr | EFA | Shares | $864K | 9K |
| Dimensional Etf Trust | DFAS | Shares | $830K | 12K |
| Dimensional Etf Trust | DISV | Shares | $805K | 20K |
| Vanguard Index Fds | VTV | Shares | $775K | 4K |
| Pgim Rock Etf Tr | FEBP | Shares | $773K | 25K |
| Ishares Tr | IWF | Shares | $758K | 2K |
| Dimensional Etf Trust | DUSB | Shares | $709K | 14K |
| Innovator Etfs Trust | PSEP | Shares | $703K | 16K |
| Jpmorgan Chase & Co | JPM | Shares | $700K | 2K |
| Schwab Strategic Tr | SCHX | Shares | $698K | 27K |
| Johnson Controls Internation | Shares | $672K | 5K | |
| Pgim Rock Etf Tr | MRCP | Shares | $661K | 21K |
| Vanguard Index Fds | VTI | Shares | $648K | 2K |
| Nvidia Corporation | NVDA | Shares | $626K | 4K |
| Alphabet Inc | GOOG | Shares | $622K | 2K |
| Vaneck Etf Trust | HYD | Shares | $611K | 12K |
| Spdr Index Shs Fds | SPDW | Shares | $611K | 13K |
| Spdr Series Trust | SPIB | Shares | $580K | 17K |
| Spdr Series Trust | SPYM | Shares | $579K | 8K |
| Vanguard Mun Bd Fds | VTEB | Shares | $569K | 11K |
| Ishares Tr | IJS | Shares | $565K | 5K |
| Microsoft Corp | MSFT | Shares | $525K | 1K |
| Visa Inc | V | Shares | $524K | 2K |
| Ishares Tr | IWM | Shares | $495K | 2K |
| Vanguard Index Fds | VOO | Shares | $485K | 811 |
| Innovator Etfs Trust | IDEC | Shares | $461K | 14K |
| Ea Series Trust | USEW | Shares | $443K | 9K |
| Mcdonalds Corp | MCD | Shares | $406K | 1K |
| Vanguard Index Fds | VB | Shares | $405K | 2K |
| Pgim Rock Etf Tr | JANP | Shares | $405K | 13K |
| Innovator Etfs Trust | IOCT | Shares | $404K | 12K |
| Ishares Tr | HEFA | Shares | $379K | 9K |
| Pepsico Inc | PEP | Shares | $377K | 2K |
| Innovator Etfs Trust | ISEP | Shares | $354K | 11K |
| Innovator Etfs Trust | INOV | Shares | $335K | 10K |
| American Tower Corp | AMT | Shares | $335K | 2K |
| Exxon Mobil Corp | XOM | Shares | $325K | 2K |
| Ishares Tr | IYR | Shares | $325K | 3K |
| Dimensional Etf Trust | DFEV | Shares | $319K | 9K |
| Innovator Etfs Trust | IJUL | Shares | $303K | 9K |
| Spdr Series Trust | SPSB | Shares | $295K | 10K |
| Abbvie Inc | ABBV | Shares | $286K | 1K |
| Electronic Arts Inc | EA | Shares | $286K | 1K |
| Tesla Inc | TSLA | Shares | $285K | 767 |
| Qualcomm Inc | QCOM | Shares | $285K | 2K |
| Burlington Stores Inc | BURL | Shares | $282K | 866 |
| International Business Machs | IBM | Shares | $272K | 1K |
| Schwab Strategic Tr | SCHH | Shares | $268K | 12K |
| Innovator Etfs Trust | IJAN | Shares | $263K | 7K |
| Shopify Inc | SHOP | Shares | $263K | 2K |
| State Str Spdr S&P 500 Etf T | SPY | Put | $260K | 400 |
| Pgim Rock Etf Tr | PBNV | Shares | $258K | 9K |
| Procter & Gamble Co | PG | Shares | $254K | 2K |
| Unitedhealth Group Inc | UNH | Shares | $253K | 933 |
| Innovator Etfs Trust | PJUL | Shares | $251K | 5K |
| Innovator Etfs Trust | IFEB | Shares | $246K | 8K |
| Cava Group Inc | CAVA | Shares | $243K | 3K |
| Innovator Etfs Trust | PDEC | Shares | $242K | 6K |
| Spdr Series Trust | SPSM | Shares | $241K | 5K |
| Spdr Series Trust | JNK | Shares | $233K | 2K |
| Innovator Etfs Trust | IJUN | Shares | $224K | 8K |
| Broadcom Inc | AVGO | Shares | $216K | 697 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.