13F-HR filed by CYPRESS FINANCIAL PLANNING LLC
CYPRESS FINANCIAL PLANNING LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-09, with 109 holding rows worth $412,919,106.
- Accession
- 0001937021-26-000003
- Filer
- CIK 1937021
- Filed
- 2026-07-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 109 entries on the cover page, a total value of $412,919,106 stated on the cover page (in dollars after the unit check, H1), rows summing to $412,919,106 with VALUE read as dollars as filed, 13F file number 028-22570. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 55,110 | $41,271,085 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 484,328 | $40,029,715 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 655,795 | $38,678,794 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 462,522 | $36,553,093 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 490,368 | $34,938,687 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 120,709 | $29,719,764 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 267,041 | $20,239,027 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 197,512 | $19,046,085 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U852 | HENDERSON MTG | 415,201 | $18,679,892 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 122,913 | $11,870,976 | dollars as filed | |
| VWO | 922042858 | SHS | 194,151 | $11,588,859 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 47,654 | $9,961,663 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 37,147 | $8,789,723 | dollars as filed | |
| SPY | 78462F103 | SHS | 11,207 | $8,369,413 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 61,000 | $5,053,237 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 22,701 | $4,554,295 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 107,858 | $3,754,537 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 101,919 | $3,448,942 | dollars as filed | |
| Apple Inc | 037833100 | COM | 10,524 | $3,045,226 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 3,373 | $2,484,239 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 16,563 | $2,456,459 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 3,200 | $2,356,480 | dollars as filed | put |
| Morgan Stanley | 617446448 | COM | 10,000 | $2,090,400 | dollars as filed | put |
| Vanguard Growth | 922908736 | COM | 22,983 | $1,979,780 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 3,696 | $1,849,441 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 3,327 | $1,694,980 | dollars as filed | |
| VTI | 922908769 | COM | 4,378 | $1,620,008 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 6,737 | $1,605,701 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 36,546 | $1,542,607 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 13,816 | $1,486,878 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 15,533 | $1,468,956 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V567 | GLOBAL CR ETF | 25,315 | $1,383,971 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V864 | SHOR DUR FIX ETF | 28,638 | $1,367,465 | dollars as filed | |
| PGIM ROCK ETF TR | 69420N726 | S&P 500 BUFFER | 36,656 | $1,190,906 | dollars as filed | |
| Vanguard FTSE Europe ETF | 922042874 | SHS | 12,783 | $1,131,807 | dollars as filed | |
| SPDR SERIES TRUST | 78468R739 | ST NUVE TERM ETF | 22,984 | $1,102,428 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 7,832 | $977,120 | dollars as filed | |
| SPDR SER TR | 78468R721 | NUVEEN BLMBRG MU | 21,002 | $961,892 | dollars as filed | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 8,500 | $927,132 | dollars as filed | |
| PGIM ROCK ETF TR | 69420N304 | S&P 500 BUFFER | 26,016 | $884,804 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 8,507 | $883,754 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 7,108 | $882,600 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 4,004 | $872,507 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,616 | $856,176 | dollars as filed | |
| PGIM ROCK ETF TR | 69420N502 | S&P 500 BUFFER | 23,911 | $822,242 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 4,038 | $807,894 | dollars as filed | |
| Avantis International Small Cap Val ETF | 025072802 | SHS | 7,695 | $792,970 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 26,391 | $776,686 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 2,169 | $766,427 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 5,134 | $750,129 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 9,713 | $693,508 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,998 | $685,548 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 13,073 | $661,232 | dollars as filed | |
| SPDW | 78463X889 | COM | 13,084 | $659,303 | dollars as filed | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 4,781 | $653,523 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 7,401 | $650,417 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V591 | ULTRASHORT FIXED | 12,311 | $625,150 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C656 | US EQTY PWR BUF | 13,014 | $599,295 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 1,944 | $584,075 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 845 | $580,527 | dollars as filed | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 17,087 | $571,731 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,863 | $564,713 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,368 | $510,192 | dollars as filed | |
| EA SERIES TRUST | 02072Q572 | CAMB US EQUA ETF | 9,073 | $506,531 | dollars as filed | |
| PGIM ROCK ETF TR | 69420N106 | S&P 500 BUFFER | 14,195 | $492,850 | dollars as filed | |
| INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF DECEMBER | 45783Y426 | ETF | 14,121 | $484,607 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 3,544 | $484,482 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C722 | INTRNL DEV JULY | 13,416 | $482,574 | dollars as filed | |
| iShares Currency Hedged MSCI EAFE ETF | 46434V803 | SHS | 8,886 | $416,976 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C631 | INTERNATIONAL DV | 11,176 | $413,400 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 2,158 | $398,829 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,422 | $384,474 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434v740 | EMERGING MKTS VA | 8,850 | $377,604 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 2,306 | $377,229 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 885 | $367,971 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 2,642 | $357,696 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y533 | INNOVATOR INTER | 10,280 | $355,688 | dollars as filed | |
| ISHARES TR | 464287739 | U.S. REAL ES ETF | 3,467 | $354,501 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y459 | INTL DEV PWR BUF | 9,377 | $344,374 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 3,815 | $339,573 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,318 | $331,603 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 767 | $322,600 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,122 | $315,406 | dollars as filed | |
| SPDR SERIES TRUST | 78464A474 | ST SHOR CORP ETF | 10,230 | $307,002 | dollars as filed | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 836 | $305,725 | dollars as filed | |
| SPY | 78462F103 | SHS | 400 | $298,708 | dollars as filed | put |
| Schwab US REIT ETF | 808524847 | SHS | 12,250 | $290,080 | dollars as filed | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 1,401 | $287,263 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 4,861 | $280,334 | dollars as filed | |
| PGIM ROCK ETF TR | 69420N767 | S&P 500 BUFFER | 8,938 | $276,931 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y285 | INTL DE PW JUNE | 8,806 | $274,548 | dollars as filed | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 866 | $274,349 | dollars as filed | |
| VANECK ETF TRUST | 92189F437 | COM | 9,329 | $272,780 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C524 | INTRNL DEV JAN | 7,146 | $272,119 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C540 | US EQTY PWR BUF | 5,633 | $258,498 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,759 | $257,971 | dollars as filed | |
| INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY | 45783Y350 | ETF | 8,105 | $253,495 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 1,043 | $253,439 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 2,214 | $252,795 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 666 | $251,736 | dollars as filed | |
| PGIM ROCK ETF TR | 69420N700 | S&P 500 BUFFER | 7,577 | $246,626 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 897 | $227,734 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 8,005 | $221,732 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 3,463 | $212,836 | dollars as filed | |
| GLOBAL X FDS | 37954Y483 | NASDAQ 100 COVER | 11,312 | $208,480 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C409 | US EQTY BUFR JAN | 3,510 | $206,634 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 845 | $204,853 | dollars as filed | |
| GLOBAL X FDS | 37954Y475 | S&P 500 COVERED | 4,986 | $203,379 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 169 | $203,025 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001937021-26-000003 | this filing | 2026-07-09 | acceptance time not in the bulk data set |