CYPRESS FINANCIAL PLANNING LLC
CIK: 0001937021Latest portfolio: $362.2M · Q4 2025
Holdings
103
Total Value
$362.2M
New Positions
18
Closed Positions
2
Top Holdings
View All 103 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VCITVANGUARD SCOTTSDALE FDS | 441,834 | $37.1M | 10.24% | +13K | |
| 2 | IVVISHARES TR | 51,050 | $35.2M | 9.72% | +234 | |
| 3 | VGITVANGUARD SCOTTSDALE FDS | 578,081 | $34.7M | 9.58% | +118K | |
| 4 | VCSHVANGUARD SCOTTSDALE FDS | 426,252 | $34.0M | 9.39% | +86K | |
| 5 | VEAVANGUARD TAX-MANAGED FDS | 482,694 | $30.3M | 8.36% | +30K | |
| 6 | VXFVANGUARD INDEX FDS | 112,660 | $23.8M | 6.57% | +424 | |
| 7 | DGROISHARES TR | 245,493 | $17.2M | 4.74% | +49K | |
| 8 | VNQVANGUARD INDEX FDS | 190,871 | $17.0M | 4.70% | -68,140 | |
| 9 | ANGLVANECK ETF TRUST | 467,398 | $13.7M | 3.79% | +28K | |
| 10 | VWOVANGUARD INTL EQUITY INDEX F | 187,889 | $10.1M | 2.79% | +8K | |
| 11 | AQLTISHARES TR | 111,464 | $10.0M | 2.77% | +5K | |
| 12 | DWDMORGAN STANLEY | 37,821 | $8.5M | 2.36% | NEW | Put |
| 13 | VIGVANGUARD SPECIALIZED FUNDS | 37,668 | $8.3M | 2.30% | +83 | |
| 14 | SPYSPDR S&P 500 ETF TR | 10,647 | $8.1M | 2.22% | +380 | Put |
| 15 | COFCAPITAL ONE FINL CORP | 22,703 | $5.5M | 1.53% | -100 | |
| 16 | IEMGISHARES INC | 57,698 | $3.9M | 1.07% | +3K | |
| 17 | SCHGSCHWAB STRATEGIC TR | 99,854 | $3.3M | 0.90% | NEW | |
| 18 | SCHVSCHWAB STRATEGIC TR | 109,891 | $3.3M | 0.90% | NEW | |
| 19 | AAPLAPPLE INC | 10,953 | $3.0M | 0.82% | +2K | |
| 20 | NDQINVESCO QQQ TR | 32 | $2.0M | 0.55% | -3,168 | Put |
| 21 | LMTLOCKHEED MARTIN CORP | 4,021 | $2.0M | 0.54% | -72 | |
| 22 | IJRISHARES TR | 16,081 | $2.0M | 0.54% | -284 | |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,775 | $1.9M | 0.52% | +10 | |
| 24 | VUGVANGUARD INDEX FDS | 3,717 | $1.8M | 0.50% | +1K | |
| 25 | AMZNAMAZON COM INC | 6,847 | $1.6M | 0.44% | +21 |
Quarterly Changes
New Positions
Sector Breakdown
Financial Services0.0% ($3.710935220347073e+223T)
Unknown0.0% ($1.0016854519821902e+37T)
Technology0.0% ($2988684602380362.0T)
Consumer Cyclical0.0% ($1.6T)
Communication Services0.0% ($912.7B)
Industrials0.0% ($2.0B)
Consumer Defensive0.0% ($373.2M)
Healthcare0.0% ($297.3M)
Basic Materials0.0% ($343K)
Real Estate0.0% ($342K)
Energy0.0% ($295K)
Filing History
Fund Information
CYPRESS FINANCIAL PLANNING LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $362.2M across 103 holdings. The largest position is VANGUARD SCOTTSDALE FDS (VCIT), representing 10.2% of the portfolio. Compared to the previous quarter, the fund opened 19 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.