CYPRESS FINANCIAL PLANNING LLC
CIK 1937021
13F filing for Q2 2026・No. 4,403
- Holdings
- US$412.92M
- Quarter change
- +US$50.34M
- Entries
- 109
- Net bought (estimate)
- +US$22.59M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 16
- Sold out 9
- Cut 32
- Added 46
- Corporate actions 0
- Unchanged 12
Largest holdings
106 stocks worth US$408.17M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 55,110 | US$41.27M | 10.11% |
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 484,328 | US$40.03M | 9.81% |
| VANGUARD SCOTTSDALE FDSINTER TERM TREAS | Added | 655,795 | US$38.68M | 9.48% |
| VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | Added | 462,522 | US$36.55M | 8.96% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 490,368 | US$34.94M | 8.56% |
| VANGUARD INDEX FDSEXTEND MKT ETF | Added | 120,709 | US$29.72M | 7.28% |
| ISHARES TRCORE DIV GRWTH | Added | 267,041 | US$20.24M | 4.96% |
| VANGUARD INDEX FDSREAL ESTATE ETF | Added | 197,512 | US$19.05M | 4.67% |
| JANUS DETROIT STR TRHENDERSON MTG | New | 415,201 | US$18.68M | 4.58% |
| ISHARES TRCORE MSCI EAFE | Added | 122,913 | US$11.87M | 2.91% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 9, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.