Holders — by stockHoldings — by fund
CYPRESS FINANCIAL PLANNING LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001937021
$412.9M
disclosed book value
106
positions
10%
largest position share
Positions, as of 2026-06-30
top 100 of 106 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 55,110 | $41.3M | 10% |
| 2 | VCITVANGUARD SCOTTSDALE FDS | 484,328 | $40.0M | 9.7% |
| 3 | VGITVANGUARD SCOTTSDALE FDS | 655,795 | $38.7M | 9.4% |
| 4 | VCSHVANGUARD SCOTTSDALE FDS | 462,522 | $36.6M | 8.9% |
| 5 | VEAVANGUARD TAX-MANAGED FDS | 490,368 | $34.9M | 8.5% |
| 6 | VXFVANGUARD INDEX FDS | 120,709 | $29.7M | 7.2% |
| 7 | DGROISHARES TR | 267,041 | $20.2M | 4.9% |
| 8 | VNQVANGUARD INDEX FDS | 197,512 | $19.0M | 4.6% |
| 9 | JMBSJANUS DETROIT STR TR | 415,201 | $18.7M | 4.5% |
| 10 | IEFAISHARES TR | 122,913 | $11.9M | 2.9% |
| 11 | VWOVANGUARD INTL EQUITY INDEX F | 194,151 | $11.6M | 2.8% |
| 12 | MSMORGAN STANLEY | 47,654 | $10.0M | 2.4% |
| 13 | VIGVANGUARD SPECIALIZED FUNDS | 37,147 | $8.8M | 2.1% |
| 14 | SPYSTATE STR SPDR S&P 500 ETF T | 11,207 | $8.4M | 2% |
| 15 | IEMGISHARES INC | 61,000 | $5.1M | 1.2% |
| 16 | COFCAPITAL ONE FINL CORP | 22,701 | $4.6M | 1.1% |
| 17 | SCHVSCHWAB STRATEGIC TR | 107,858 | $3.8M | 0.9% |
| 18 | SCHGSCHWAB STRATEGIC TR | 101,919 | $3.4M | 0.8% |
| 19 | AAPLAPPLE INC | 10,524 | $3.0M | 0.7% |
| 20 | QQQINVESCO QQQ TR | 3,373 | $2.5M | 0.6% |
| 21 | IJRISHARES TR | 16,563 | $2.5M | 0.6% |
| 22 | QQQINVESCO QQQ TRPUT | 3,200 | $2.4M | 0.6% |
| 23 | MSMORGAN STANLEYPUT | 10,000 | $2.1M | 0.5% |
| 24 | VUGVANGUARD INDEX FDS | 22,983 | $2.0M | 0.5% |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,696 | $1.8M | 0.4% |
| 26 | LMTLOCKHEED MARTIN CORP | 3,327 | $1.7M | 0.4% |
| 27 | VTIVANGUARD INDEX FDS | 4,378 | $1.6M | 0.4% |
| 28 | AMZNAMAZON COM INC | 6,737 | $1.6M | 0.4% |
| 29 | DFCFDIMENSIONAL ETF TRUST | 36,546 | $1.5M | 0.4% |
| 30 | MUBISHARES TR | 13,816 | $1.5M | 0.4% |
| 31 | IEFISHARES TR | 15,533 | $1.5M | 0.4% |
| 32 | DGCBDIMENSIONAL ETF TRUST | 25,315 | $1.4M | 0.3% |
| 33 | DFSDDIMENSIONAL ETF TRUST | 28,638 | $1.4M | 0.3% |
| 34 | DECPPGIM ROCK ETF TR | 36,656 | $1.2M | 0.3% |
| 35 | VGKVANGUARD INTL EQUITY INDEX F | 12,783 | $1.1M | 0.3% |
| 36 | SHMSPDR SERIES TRUST | 22,984 | $1.1M | 0.3% |
| 37 | AVUVAMERICAN CENTY ETF TR | 7,832 | $977,120 | 0.2% |
| 38 | TFISPDR SERIES TRUST | 21,002 | $961,892 | 0.2% |
| 39 | LQDISHARES TR | 8,500 | $927,132 | 0.2% |
| 40 | FEBPPGIM ROCK ETF TR | 26,016 | $884,804 | 0.2% |
| 41 | EFAISHARES TR | 8,507 | $883,754 | 0.2% |
| 42 | IWFISHARES TR | 7,108 | $882,600 | 0.2% |
| 43 | VTVVANGUARD INDEX FDS | 4,004 | $872,507 | 0.2% |
| 44 | JPMJPMORGAN CHASE & CO | 2,616 | $856,176 | 0.2% |
| 45 | MRCPPGIM ROCK ETF TR | 23,911 | $822,242 | 0.2% |
| 46 | NVDANVIDIA CORPORATION | 4,038 | $807,894 | 0.2% |
| 47 | AVDVAMERICAN CENTY ETF TR | 7,695 | $792,970 | 0.2% |
| 48 | SCHXSCHWAB STRATEGIC TR | 26,391 | $776,686 | 0.2% |
| 49 | GOOGALPHABET INC | 2,169 | $766,427 | 0.2% |
| 50 | JOHNSON CONTROLS INTERNATION | 5,134 | $750,129 | 0.2% |
| 51 | NFLXNETFLIX INC. | 9,713 | $693,508 | 0.2% |
| 52 | VVISA INC | 1,998 | $685,548 | 0.2% |
| 53 | VTEBVANGUARD MUN BD FDS | 13,073 | $661,232 | 0.2% |
| 54 | SPDWSPDR INDEX SHS FDS | 13,084 | $659,303 | 0.2% |
| 55 | IJSISHARES TR | 4,781 | $653,523 | 0.2% |
| 56 | SPYMSPDR SERIES TRUST | 7,401 | $650,417 | 0.2% |
| 57 | DUSBDIMENSIONAL ETF TRUST | 12,311 | $625,150 | 0.2% |
| 58 | PSEPINNOVATOR ETFS TRUST | 13,014 | $599,295 | 0.1% |
| 59 | IWMISHARES TR | 1,944 | $584,075 | 0.1% |
| 60 | VOOVANGUARD INDEX FDS | 845 | $580,527 | 0.1% |
| 61 | SPIBSPDR SERIES TRUST | 17,087 | $571,731 | 0.1% |
| 62 | VBVANGUARD INDEX FDS | 1,863 | $564,713 | 0.1% |
| 63 | MSFTMICROSOFT CORP | 1,368 | $510,192 | 0.1% |
| 64 | USEWEA SERIES TRUST | 9,073 | $506,531 | 0.1% |
| 65 | JANPPGIM ROCK ETF TR | 14,195 | $492,850 | 0.1% |
| 66 | IDECINNOVATOR ETFS TRUST | 14,121 | $484,607 | 0.1% |
| 67 | EXMOCEXXON MOBIL CORP | 3,544 | $484,482 | 0.1% |
| 68 | IJULINNOVATOR ETFS TRUST | 13,416 | $482,574 | 0.1% |
| 69 | HEFAISHARES TR | 8,886 | $416,976 | 0.1% |
| 70 | IOCTINNOVATOR ETFS TRUST | 11,176 | $413,400 | 0.1% |
| 71 | QCOMQUALCOMM INC | 2,158 | $398,829 | 0.1% |
| 72 | MCDMCDONALDS CORP | 1,422 | $384,474 | 0.1% |
| 73 | DFEVDIMENSIONAL ETF TRUST | 8,850 | $377,604 | 0.1% |
| 74 | AMTAMERICAN TOWER CORP | 2,306 | $377,229 | 0.1% |
| 75 | UNHUNITEDHEALTH GROUP INC | 885 | $367,971 | 0.1% |
| 76 | PEPPEPSICO INC | 2,642 | $357,696 | 0.1% |
| 77 | ISEPINNOVATOR ETFS TRUST | 10,280 | $355,688 | 0.1% |
| 78 | IYRISHARES TR | 3,467 | $354,501 | 0.1% |
| 79 | INOVINNOVATOR ETFS TRUST | 9,377 | $344,374 | 0.1% |
| 80 | IDEVISHARES TR | 3,815 | $339,573 | 0.1% |
| 81 | ABBVABBVIE INC | 1,318 | $331,603 | 0.1% |
| 82 | TSLATESLA INC | 767 | $322,600 | 0.1% |
| 83 | IBMINTERNATIONAL BUSINESS MACHS | 1,122 | $315,406 | 0.1% |
| 84 | SPSBSPDR SERIES TRUST | 10,230 | $307,002 | 0.1% |
| 85 | VBKVANGUARD INDEX FDS | 836 | $305,725 | 0.1% |
| 86 | SPYSTATE STR SPDR S&P 500 ETF TPUT | 400 | $298,708 | 0.1% |
| 87 | SCHHSCHWAB STRATEGIC TR | 12,250 | $290,080 | 0.1% |
| 88 | EA*ELECTRONIC ARTS INC | 1,401 | $287,263 | 0.1% |
| 89 | SPSMSPDR SERIES TRUST | 4,861 | $280,334 | 0.1% |
| 90 | PBNVPGIM ROCK ETF TR | 8,938 | $276,931 | 0.1% |
| 91 | IJUNINNOVATOR ETFS TRUST | 8,806 | $274,548 | 0.1% |
| 92 | BURLBURLINGTON STORES INC | 866 | $274,349 | 0.1% |
| 93 | ANGLVANECK ETF TRUST | 9,329 | $272,780 | 0.1% |
| 94 | IJANINNOVATOR ETFS TRUST | 7,146 | $272,119 | 0.1% |
| 95 | PDECINNOVATOR ETFS TRUST | 5,633 | $258,498 | 0.1% |
| 96 | PGPROCTER & GAMBLE CO | 1,759 | $257,971 | 0.1% |
| 97 | IFEBINNOVATOR ETFS TRUST | 8,105 | $253,495 | 0.1% |
| 98 | VBRVANGUARD INDEX FDS | 1,043 | $253,439 | 0.1% |
| 99 | SHOPSHOPIFY INC | 2,214 | $252,795 | 0.1% |
| 100 | AVGOBROADCOM INC | 666 | $251,736 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.