Cypress Financial Planning LLC 13F Holdings · Q3 2026
Cypress Financial Planning LLC reported 101 securities worth $373.47M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: IVV (11.36%), VCSH (9.26%), VEA (9.19%). Among its top 25 positions this quarter: 1 new, 9 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $42.4M | 11.36% | 55,415 | Added |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | $34.6M | 9.26% | 447,489 | Trimmed |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $34.3M | 9.19% | 486,271 | Trimmed |
| 4 | VXF | VANGUARD INDEX FDS | $28.2M | 7.56% | 121,883 | Added |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | $25.0M | 6.70% | 441,394 | Trimmed |
| 6 | JMBS | JANUS DETROIT STR TR | $20.9M | 5.59% | 493,861 | Added |
| 7 | DGRO | ISHARES TR | $18.4M | 4.92% | 243,711 | Trimmed |
| 8 | VNQ | VANGUARD INDEX FDS | $18.3M | 4.91% | 204,464 | Added |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | $16.1M | 4.31% | 205,708 | Trimmed |
| 10 | IEFA | ISHARES TR | $13.0M | 3.49% | 134,444 | Added |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | $12.8M | 3.44% | 61,719 | New |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $11.6M | 3.10% | 195,168 | Added |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | $8.4M | 2.24% | 35,802 | Trimmed |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $8.1M | 2.18% | 10,652 | Trimmed |
| 15 | MS | MORGAN STANLEY | $7.1M | 1.90% | 37,654 | Trimmed |
| 16 | IEMG | ISHARES INC | $5.4M | 1.44% | 66,073 | Added |
| 17 | COF | CAPITAL ONE FINL CORP | $4.4M | 1.17% | 22,722 | Added |
| 18 | SCHG | SCHWAB STRATEGIC TR | $3.6M | 0.97% | 101,248 | Trimmed |
| 19 | SCHV | SCHWAB STRATEGIC TR | $3.5M | 0.94% | 105,203 | Trimmed |
| 20 | AAPL | APPLE INC | $3.2M | 0.87% | 9,705 | Trimmed |
| 21 | QQQ | INVESCO QQQ TR | $2.4M | 0.63% | 3,200 | Trimmed |
| 22 | VTI | VANGUARD INDEX FDS | $2.2M | 0.59% | 5,929 | Added |
| 23 | IJR | ISHARES TR | $2.2M | 0.58% | 15,936 | Trimmed |
| 24 | VUG | VANGUARD INDEX FDS | $2.1M | 0.55% | 22,752 | Trimmed |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.7M | 0.44% | 3,327 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR