Cypress Financial Planning LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), Cypress Financial Planning LLC reported 106 stock positions worth $408.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.1% of the portfolio, followed by Vanguard Int-Term Corporate (VCIT, 9.8%) and Vanguard Intermediate-Term T (VGIT, 9.5%). Compared with Q1 2026, it opened 16 new positions, sold out of 9, added to 46 and reduced 32. The biggest buy was a new position in Janus Henderson Mortg Backed (JMBS) and the biggest sale Vaneck Fallen Angel High YLD (ANGL, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- HADDON HEIGHTS, NJ
- CIK
- 0001937021
- Portfolio Value
- $408.2M (Q2 2026)
- SEC Filing
- 0001937021-26-000003 ↗ filed Jul 9, 2026
Holdings Value
Holdings 106 stocks · $408.2M
| IVV iShares Core S&P 500 ETF | 10.11% | 55,110 | $41.3M | Add +4.8% |
| VCIT Vanguard Int-Term Corporate | 9.81% | 484,328 | $40.0M | Add +6.4% |
| VGIT Vanguard Intermediate-Term T | 9.48% | 655,795 | $38.7M | Add +7.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 8.96% | 462,522 | $36.6M | Add +4.1% |
| VEA Vanguard Ftse Developed ETF | 8.56% | 490,368 | $34.9M | Add +0.5% |
| VXF Vanguard Extended Market ETF | 7.28% | 120,709 | $29.7M | Add +2.6% |
| DGRO iShares Core Dividend Growth | 4.96% | 267,041 | $20.2M | Add +3.2% |
| VNQ Vanguard Real Estate ETF | 4.67% | 197,512 | $19.0M | Add +0.9% |
| JMBS Janus Henderson Mortg Backed | 4.58% | 415,201 | $18.7M | New |
| IEFA iShares Core MSCI Eafe ETF | 2.91% | 122,913 | $11.9M | Add +9.0% |
| VWO Vanguard Ftse Emerging Marke | 2.84% | 194,151 | $11.6M | Add +1.8% |
| MS Morgan Stanley | 2.44% | 47,654 | $10.0M | Add +26.3% |
| VIG Vanguard Dividend Apprec ETF | 2.15% | 37,147 | $8.8M | Reduce -2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.05% | 11,207 | $8.4M | Add +5.9% |
| IEMG iShares Core MSCI Emerging | 1.24% | 61,000 | $5.1M | Add +6.5% |
| COF Capital One Financial Corp. | 1.12% | 22,701 | $4.6M | No change |
| SCHV Schwab US Large-Cap Value | 0.92% | 107,858 | $3.8M | Add +3.8% |
| SCHG Schwab US Large-Cap Growth | 0.84% | 101,919 | $3.4M | Add +3.7% |
| AAPL Apple Inc. | 0.75% | 10,524 | $3.0M | Reduce -5.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.61% | 3,373 | $2.5M | New |
| IJR iShares Core S&P Small-Cap E | 0.60% | 16,563 | $2.5M | Reduce -3.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.48% | 22,983 | $2.0M | Add +0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.45% | 3,696 | $1.8M | Reduce -2.3% |
| LMT Lockheed Martin Corp. | 0.42% | 3,327 | $1.7M | Add +8.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.40% | 4,378 | $1.6M | Add +116.7% |
| AMZN Amazon.com Inc. | 0.39% | 6,737 | $1.6M | Reduce -5.3% |
| DFCF Dimensional Core Fixed Inc. | 0.38% | 36,546 | $1.5M | Add +10.3% |
| MUB iShares National Muni Bond E | 0.36% | 13,816 | $1.5M | Add +6.4% |
| IEF iShares 7-10 Year Treasury B | 0.36% | 15,533 | $1.5M | No change |
| DGCB Dimensional Global Credit | 0.34% | 25,315 | $1.4M | Add +2.2% |
| DFSD Dimensional Short Duration | 0.34% | 28,638 | $1.4M | Add +0.6% |
| DECP Pgim S&P 500 Buffer 12-Dec | 0.29% | 36,656 | $1.2M | Reduce -3.6% |
| VGK Vanguard Ftse Europe ETF | 0.28% | 12,783 | $1.1M | Add +0.0% |
| SHM SS SPDR N Ice St Muni ETF | 0.27% | 22,984 | $1.1M | Add +12.2% |
| AVUV Avantis US Small Cap Value | 0.24% | 7,832 | $977K | New |
| TFI SS SPDR N Ice Muni Bond ETF | 0.24% | 21,002 | $962K | Add +9.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.23% | 8,500 | $927K | Reduce -6.6% |
| FEBP Pgim S&P 500 Buffer 12-Feb | 0.22% | 26,016 | $885K | Add +5.3% |
| EFA iShares MSCI Eafe ETF | 0.22% | 8,507 | $884K | Reduce -4.3% |
| IWF iShares Russell 1000 Growth | 0.22% | 7,108 | $883K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 4,004 | $873K | Add +1.3% |
| JPM JPMorgan Chase & Co. | 0.21% | 2,616 | $856K | Add +10.0% |
| MRCP Pgim S&P 500 Buffer 12-Mar | 0.20% | 23,911 | $822K | Add +14.6% |
| NVDA Nvidia Corp. | 0.20% | 4,038 | $808K | Add +12.4% |
| AVDV Avantis Intl S/C Value ETF | 0.19% | 7,695 | $793K | New |
| SCHX Schwab US Large-Cap ETF | 0.19% | 26,391 | $777K | Reduce -3.0% |
| GOOG Alphabet Inc. Class C | 0.19% | 2,169 | $766K | No change |
| JCI Johnson Controls Internation | 0.18% | 5,134 | $750K | No change |
| NFLX Netflix Inc. | 0.17% | 9,713 | $694K | Add +0.8% |
| V Visa Inc. Class A | 0.17% | 1,998 | $686K | Add +15.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.16% | 13,073 | $661K | Add +14.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.16% | 13,084 | $659K | Reduce -2.2% |
| IJS iShares S&P Small-Cap 600 Va | 0.16% | 4,781 | $654K | Add +0.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.16% | 7,401 | $650K | Reduce -2.3% |
| DUSB Dimension Ultrashort Fi ETF | 0.15% | 12,311 | $625K | Reduce -11.9% |
| PSEP Innovator U.S. Equity Power | 0.15% | 13,014 | $599K | Reduce -20.3% |
| IWM iShares Russell 2000 ETF | 0.14% | 1,944 | $584K | Reduce -2.6% |
| VOO Vanguard S&P 500 ETF | 0.14% | 845 | $581K | Add +4.2% |
| SPIB SS SPDR P Int C Corp. ETF | 0.14% | 17,087 | $572K | Reduce -1.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.14% | 1,863 | $565K | Add +20.4% |
| MSFT Microsoft Corp. | 0.13% | 1,368 | $510K | Reduce -3.7% |
| USEW Cambria US Ew ETF | 0.12% | 9,073 | $507K | No change |
| JANP Pgim S&P 500 Buffer 12-Jan | 0.12% | 14,195 | $493K | Add +11.7% |
| IDEC Inno Int Dev Power Buff Dec | 0.12% | 14,121 | $485K | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 0.12% | 3,544 | $484K | Add +85.2% |
| IJUL Innovator International Deve | 0.12% | 13,416 | $483K | Add +49.5% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.10% | 8,886 | $417K | Reduce -0.5% |
| IOCT Innovator Int Dev Power Buff | 0.10% | 11,176 | $413K | Reduce -3.1% |
| QCOM Qualcomm Inc. | 0.10% | 2,158 | $399K | Reduce -2.4% |
| MCD McDonald's Corp. | 0.09% | 1,422 | $384K | Add +8.8% |
| DFEV Dimensional Emrg MRKT Val | 0.09% | 8,850 | $378K | Reduce -0.6% |
| AMT American Tower Corp. | 0.09% | 2,306 | $377K | Add +18.9% |
| UNH Unitedhealth Group Inc. | 0.09% | 885 | $368K | Reduce -5.1% |
| PEP Pepsico Inc. | 0.09% | 2,642 | $358K | Add +8.9% |
| ISEP Innovator Intl Dev Eq Power | 0.09% | 10,280 | $356K | Reduce -4.8% |
| IYR iShares US Real Estate ETF | 0.09% | 3,467 | $355K | Add +1.0% |
| INOV Inno Int Dev Power Buff Nov | 0.08% | 9,377 | $344K | Reduce -3.0% |
| IDEV iShares Core MSCI Dev MKTS | 0.08% | 3,815 | $340K | New |
| ABBV Abbvie Inc. | 0.08% | 1,318 | $332K | Add +0.2% |
| TSLA Tesla Inc. | 0.08% | 767 | $323K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 1,122 | $315K | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.08% | 10,230 | $307K | Add +4.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.07% | 836 | $306K | New |
| SCHH Schwab US REIT ETF | 0.07% | 12,250 | $290K | Reduce -1.7% |
| EA Electronic Arts Inc. | 0.07% | 1,401 | $287K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.07% | 4,861 | $280K | Reduce -2.5% |
| PBNV Pgim S&P 500 Buffer 20-Nov | 0.07% | 8,938 | $277K | No change |
| IJUN Innov Intl Dev PB ETF - June | 0.07% | 8,806 | $275K | Add +15.7% |
| BURL Burlington Stores Inc. | 0.07% | 866 | $274K | No change |
| ANGL Vaneck Fallen Angel High YLD | 0.07% | 9,329 | $273K | Reduce -98.1% |
| IJAN Innovator International Deve | 0.07% | 7,146 | $272K | Reduce -1.5% |
| PDEC Innovator U.S. Equity Power | 0.06% | 5,633 | $258K | Reduce -1.1% |
| PG The Procter & Gamble Co. | 0.06% | 1,759 | $258K | No change |
| IFEB Innovator Intl D PB ETF-Feb | 0.06% | 8,105 | $253K | Reduce -1.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.06% | 1,043 | $253K | New |
| SHOP Shopify Inc. Class A | 0.06% | 2,214 | $253K | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.06% | 666 | $252K | Reduce -4.5% |
| APRP Pgim S&P 500 Buffer 12-Apr | 0.06% | 7,577 | $247K | New |
| JNJ Johnson & Johnson | 0.06% | 897 | $228K | New |
| SCHF Schwab Intl Equity ETF | 0.05% | 8,005 | $222K | New |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.05% | 3,463 | $213K | New |
| QYLD Global X Nasd 100 Cov Call | 0.05% | 11,312 | $208K | New |
| BJAN Innovator U.S. Equity Buffer | 0.05% | 3,510 | $207K | New |
| IWD iShares Russell 1000 Value E | 0.05% | 845 | $205K | New |
| XYLD Global X S&P 500 Cove Call E | 0.05% | 4,986 | $203K | New |
| LLY Eli Lilly & Co. | 0.05% | 169 | $203K | New |
Options reported separately and not counted above: QQQ puts ($2.4M), MS puts ($2.1M), SPY puts ($299K).
Portfolio Sells Q1 2026 → Q2 2026
| ANGL Vaneck Fallen Angel High YLD | Reduce -98.1% | 0.07% | −3.88 |
| SJNK SS SPDR BB St Hi Yield ETF | Sold out | 0.00% | −0.43 |
| DFAS Dimensional US Small Cap ETF | Sold out | 0.00% | −0.23 |
| DISV Dimensional International SM | Sold out | 0.00% | −0.22 |
| HYD Vaneck High Yield Muni ETF | Sold out | 0.00% | −0.17 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.6% | 2.15% | −0.13 |
| PJUL Innovator U.S. Equity Power | Sold out | 0.00% | −0.07 |
| CAVA Cava Group Inc. | Sold out | 0.00% | −0.07 |
| JNK SS SPDR BB High Yield Bond | Sold out | 0.00% | −0.06 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.06 |
| PNOV Innovator U.S. Equity Power | Sold out | 0.00% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.3% | 0.45% | −0.05 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -6.6% | 0.23% | −0.05 |
| PSEP Innovator U.S. Equity Power | Reduce -20.3% | 0.15% | −0.05 |
| AAPL Apple Inc. | Reduce -5.9% | 0.75% | −0.04 |
| DUSB Dimension Ultrashort Fi ETF | Reduce -11.9% | 0.15% | −0.04 |
| EFA iShares MSCI Eafe ETF | Reduce -4.3% | 0.22% | −0.02 |
| DECP Pgim S&P 500 Buffer 12-Dec | Reduce -3.6% | 0.29% | −0.02 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -1.2% | 0.14% | −0.02 |
| MSFT Microsoft Corp. | Reduce -3.7% | 0.13% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -5.3% | 0.39% | −0.02 |
| ISEP Innovator Intl Dev Eq Power | Reduce -4.8% | 0.09% | −0.01 |
| IOCT Innovator Int Dev Power Buff | Reduce -3.1% | 0.10% | −0.01 |
| SHOP Shopify Inc. Class A | Reduce -0.1% | 0.06% | −0.01 |
| IDEC Inno Int Dev Power Buff Dec | Reduce -0.3% | 0.12% | −0.01 |
| INOV Inno Int Dev Power Buff Nov | Reduce -3.0% | 0.08% | −0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -2.2% | 0.16% | −0.01 |
| IJAN Innovator International Deve | Reduce -1.5% | 0.07% | −0.01 |
| IFEB Innovator Intl D PB ETF-Feb | Reduce -1.8% | 0.06% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -3.0% | 0.19% | −0.00 |
| PDEC Innovator U.S. Equity Power | Reduce -1.1% | 0.06% | −0.00 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -0.5% | 0.10% | −0.00 |
| SCHH Schwab US REIT ETF | Reduce -1.7% | 0.07% | −0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.3% | 0.16% | −0.00 |
| AVGO Broadcom Inc. | Reduce -4.5% | 0.06% | +0.00 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -2.5% | 0.07% | +0.00 |
| DFEV Dimensional Emrg MRKT Val | Reduce -0.6% | 0.09% | +0.00 |
| IWM iShares Russell 2000 ETF | Reduce -2.6% | 0.14% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.1% | 0.60% | +0.01 |
| QCOM Qualcomm Inc. | Reduce -2.4% | 0.10% | +0.02 |
| UNH Unitedhealth Group Inc. | Reduce -5.1% | 0.09% | +0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| JMBS Janus Henderson Mortg Backed | New | 4.58% | +4.58 |
| MS Morgan Stanley | Add +26.3% | 2.44% | +0.71 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.61% | +0.61 |
| IVV iShares Core S&P 500 ETF | Add +4.8% | 10.11% | +0.54 |
| VXF Vanguard Extended Market ETF | Add +2.6% | 7.28% | +0.53 |
| AVUV Avantis US Small Cap Value | New | 0.24% | +0.24 |
| VTI VG Morningstar TS MKT ETF-US | Add +116.7% | 0.40% | +0.22 |
| AVDV Avantis Intl S/C Value ETF | New | 0.19% | +0.19 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.9% | 2.05% | +0.13 |
| IEMG iShares Core MSCI Emerging | Add +6.5% | 1.24% | +0.12 |
| IDEV iShares Core MSCI Dev MKTS | New | 0.08% | +0.08 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.07% | +0.07 |
| IEFA iShares Core MSCI Eafe ETF | Add +9.0% | 2.91% | +0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.06% | +0.06 |
| APRP Pgim S&P 500 Buffer 12-Apr | New | 0.06% | +0.06 |
| JNJ Johnson & Johnson | New | 0.06% | +0.06 |
| SCHF Schwab Intl Equity ETF | New | 0.05% | +0.05 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.05% | +0.05 |
| QYLD Global X Nasd 100 Cov Call | New | 0.05% | +0.05 |
| BJAN Innovator U.S. Equity Buffer | New | 0.05% | +0.05 |
| IWD iShares Russell 1000 Value E | New | 0.05% | +0.05 |
| XYLD Global X S&P 500 Cove Call E | New | 0.05% | +0.05 |
| LLY Eli Lilly & Co. | New | 0.05% | +0.05 |
| SCHG Schwab US Large-Cap Growth | Add +3.7% | 0.84% | +0.05 |
| SCHV Schwab US Large-Cap Value | Add +3.8% | 0.92% | +0.04 |
| IJUL Innovator International Deve | Add +49.5% | 0.12% | +0.03 |
| XOM Exxon Mobil Corp. | Add +85.2% | 0.12% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +20.4% | 0.14% | +0.03 |
| NVDA Nvidia Corp. | Add +12.4% | 0.20% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.9% | 0.48% | +0.02 |
| V Visa Inc. Class A | Add +15.2% | 0.17% | +0.02 |
| MRCP Pgim S&P 500 Buffer 12-Mar | Add +14.6% | 0.20% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +10.0% | 0.21% | +0.01 |
| JANP Pgim S&P 500 Buffer 12-Jan | Add +11.7% | 0.12% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +4.2% | 0.14% | +0.01 |
| IJUN Innov Intl Dev PB ETF - June | Add +15.7% | 0.07% | +0.00 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +14.7% | 0.16% | +0.00 |
| IJS iShares S&P Small-Cap 600 Va | Add +0.2% | 0.16% | +0.00 |
| ABBV Abbvie Inc. | Add +0.2% | 0.08% | +0.00 |
| FEBP Pgim S&P 500 Buffer 12-Feb | Add +5.3% | 0.22% | +0.00 |
| AMT American Tower Corp. | Add +18.9% | 0.09% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.3% | 0.21% | −0.00 |
| SHM SS SPDR N Ice St Muni ETF | Add +12.2% | 0.27% | −0.00 |
| IYR iShares US Real Estate ETF | Add +1.0% | 0.09% | −0.00 |
| TFI SS SPDR N Ice Muni Bond ETF | Add +9.8% | 0.24% | −0.01 |
| SPSB SS SPDR P St C Corp. ETF | Add +4.4% | 0.08% | −0.01 |
| DFCF Dimensional Core Fixed Inc. | Add +10.3% | 0.38% | −0.01 |
| VGK Vanguard Ftse Europe ETF | Add +0.0% | 0.28% | −0.02 |
| PEP Pepsico Inc. | Add +8.9% | 0.09% | −0.02 |
| MCD McDonald's Corp. | Add +8.8% | 0.09% | −0.02 |
Options Activity Q1 2026 → Q2 2026
| QQQ Invesco QQQ Trust Series 1 | put | New | 3,200 | $2.4M |
| MS Morgan Stanley | put | New | 10,000 | $2.1M |
| QQQ Invesco QQQ Trust Series 1 | put | Sold out | 3,200 | $1.9Mbefore exit |
| MS Morgan Stanley | put | Sold out | 10,000 | $1.6Mbefore exit |
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 400 | $299K |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 400 | $260Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 106 | $408.2M | IVV, VCIT, VGIT, VCSH, VEA |
| Q1 2026 | 99 | $358.8M | VCIT, VGIT, VCSH, IVV, VEA |
| Q4 2025 | 102 | $357.7M | VCIT, IVV, VGIT, VCSH, VEA |
| Q3 2025 | 86 | $325.7M | VCIT, IVV, VGIT, VCSH, VEA |
| Q2 2025 | 80 | $304.4M | VCIT, IVV, VGIT, VEA, VCSH |
| Q1 2025 | 79 | $277.2M | VCIT, IVV, VGIT, VCSH, VEA |
| Q4 2024 | 79 | $272.5M | IVV, VCIT, VGIT, VCSH, VEA |
| Q3 2024 | 76 | $270.5M | VCIT, IVV, VGIT, VEA, VCSH |
| Q2 2024 | 68 | $239.0M | IVV, VCIT, VEA, VGIT, VCSH |
| Q1 2024 | 66 | $218.4M | VCIT, IVV, VEA, VCSH, VXF |