CYPRESS FINANCIAL PLANNING LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, CYPRESS FINANCIAL PLANNING LLC held in its portfolio 87 assets valued at $362,224,869 (i.e. $362.23M).
The most valuable assets in the portfolio included: VANGUARD SCOTTSDALE FDS ($37.11M), ISHARES TR ($35.22M), and VANGUARD SCOTTSDALE FDS ($34.71M).
The chart below shows the top 10 valuable assets, and the table below shows the top 87 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CYPRESS FINANCIAL PLANNING LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 441834 | 37109610 | INT-TERM CORP |
| ISHARES TR | 51050 | 35220566 | CORE S&P500 ETF |
| VANGUARD SCOTTSDALE FDS | 578081 | 34707965 | INTER TERM TREAS |
| VANGUARD SCOTTSDALE FDS | 426252 | 34019146 | SHRT TRM CORP BD |
| VANGUARD TAX-MANAGED FDS | 482694 | 30298874 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 112660 | 23789224 | EXTEND MKT ETF |
| ISHARES TR | 245493 | 17167333 | CORE DIV GRWTH |
| VANGUARD INDEX FDS | 190871 | 17029542 | REAL ESTATE ETF |
| VANECK ETF TRUST | 467398 | 13732153 | FALLEN ANGEL HG |
| VANGUARD INTL EQUITY INDEX F | 187889 | 10109821 | FTSE EMR MKT ETF |
| ISHARES TR | 111464 | 10016467 | CORE MSCI EAFE |
| VANGUARD SPECIALIZED FUNDS | 37668 | 8342332 | DIV APP ETF |
| SPDR S&P 500 ETF TR | 10636 | 7302107 | TR UNIT |
| MORGAN STANLEY | 37721 | 6755109 | COM NEW |
| CAPITAL ONE FINL CORP | 22703 | 5538862 | COM |
| SPDR SERIES TRUST | 139754 | 5185383 | STATE STREET SPD |
| ISHARES INC | 57698 | 3887533 | CORE MSCI EMKT |
| INNOVATOR ETFS TRUST | 79216 | 3426877 | US EQTY PWR BUF |
| SCHWAB STRATEGIC TR | 99854 | 3257297 | US LCAP GR ETF |
| SCHWAB STRATEGIC TR | 109891 | 3253894 | US LCAP VA ETF |
| APPLE INC | 10953 | 2988466 | COM |
| LOCKHEED MARTIN CORP | 4021 | 1962410 | COM |
| ISHARES TR | 16081 | 1956897 | CORE S&P SCP ETF |
| BERKSHIRE HATHAWAY INC DEL | 3775 | 1901505 | CL B NEW |
| VANGUARD INDEX FDS | 3717 | 1822575 | GROWTH ETF |
| AMAZON COM INC | 6847 | 1592137 | COM |
| ISHARES TR | 15533 | 1498624 | 7-10 YR TRSY BD |
| DIMENSIONAL ETF TRUST | 31758 | 1351620 | CORE FIXED INCOM |
| ISHARES TR | 12221 | 1308900 | NATIONAL MUN ETF |
| DIMENSIONAL ETF TRUST | 27163 | 1302466 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 23814 | 1291617 | GLOBAL CR ETF |
| PGIM ROCK ETF TR | 40609 | 1231972 | S&P 500 BUFFER |
| VANGUARD INTL EQUITY INDEX F | 12898 | 1082787 | FTSE EUROPE ETF |
| ISHARES TR | 9026 | 998793 | IBOXX INV CP ETF |
| NETFLIX INC | 9731 | 912573 | COM |
| ISHARES TR | 9128 | 880326 | MSCI EAFE ETF |
| DIMENSIONAL ETF TRUST | 22798 | 866324 | INTL SMALL CAP V |
| ISHARES TR | 1777 | 847540 | RUS 1000 GRW ETF |
| DIMENSIONAL ETF TRUST | 12006 | 836458 | US SMALL CAP ETF |
| VANGUARD INDEX FDS | 2327 | 786226 | TOTAL STK MKT |
| JPMORGAN CHASE & CO. | 2305 | 744571 | COM |
| SCHWAB STRATEGIC TR | 27140 | 736046 | US LRG CAP ETF |
| VANGUARD INDEX FDS | 3677 | 703918 | VALUE ETF |
| VISA INC | 1966 | 690194 | COM CL A |
| MICROSOFT CORP | 1404 | 684578 | COM |
| ALPHABET INC | 2170 | 682600 | CAP STK CL C |
| VANECK ETF TRUST | 12811 | 654733 | HIGH YLD MUNIETF |
| VANGUARD MUN BD FDS | 12569 | 632095 | TAX EXEMPT BD |
| SPDR INDEX SHS FDS | 13995 | 623226 | PORTFOLIO DEVLPD |
| JOHNSON CTLS INTL PLC | 5134 | 620906 | SHS |
| NVIDIA CORPORATION | 3214 | 602695 | COM |
| DIMENSIONAL ETF TRUST | 11778 | 596555 | ULTRASHORT FIXED |
| ISHARES TR | 4772 | 547657 | SP SMCP600VL ETF |
| VANGUARD INDEX FDS | 789 | 498500 | S&P 500 ETF SHS |
| ISHARES TR | 1999 | 495812 | RUSSELL 2000 ETF |
| VANGUARD INDEX FDS | 1832 | 476387 | SMALL CP ETF |
| EA SERIES TRUST | 9073 | 460504 | CAMBRIA US EQUAL |
| INNOVATOR ETFS TRUST | 14219 | 460262 | INTERNATIONAL DE |
| MCDONALDS CORP | 1417 | 433376 | COM |
| INNOVATOR ETFS TRUST | 13179 | 430343 | INNOVATOR INTER |
| INNOVATOR ETFS TRUST | 9778 | 424072 | US EQTY PWR BF |
| INNOVATOR ETFS TRUST | 11538 | 403599 | INTERNATIONAL DV |
| QUALCOMM INC | 2189 | 380143 | COM |
| ISHARES TR | 8995 | 373652 | HDG MSCI EAFE |
| PEPSICO INC | 2599 | 373159 | COM |
| SHOPIFY INC | 2215 | 362684 | CL A SUB VTG SHS |
| CVR PARTNERS LP | 3500 | 343945 | COM |
| AMERICAN TOWER CORP NEW | 1939 | 342678 | COM |
| INNOVATOR ETFS TRUST | 9798 | 338913 | INTL DEV PWR BUF |
| INTERNATIONAL BUSINESS MACHS | 1102 | 332998 | COM |
| TESLA INC | 730 | 331734 | COM |
| ISHARES TR | 3497 | 331201 | U.S. REAL ES ETF |
| SELECT SECTOR SPDR TR | 5876 | 324238 | STATE STREET FIN |
| DIMENSIONAL ETF TRUST | 9159 | 309025 | EMERGING MKTS VA |
| INNOVATOR ETFS TRUST | 9212 | 308786 | INTRNL DEV JULY |
| ISHARES TR | 3627 | 299163 | CORE MSCI INTL |
| UNITEDHEALTH GROUP INC | 896 | 297677 | COM |
| EXXON MOBIL CORP | 2442 | 295016 | COM |
| ABBVIE INC | 1268 | 291380 | COM |
| ELECTRONIC ARTS INC | 1404 | 286909 | COM |
| SCHWAB STRATEGIC TR | 11979 | 252038 | US REIT ETF |
| VANGUARD INDEX FDS | 825 | 250615 | SML CP GRW ETF |
| PALANTIR TECHNOLOGIES INC | 1261 | 228039 | CL A |
| BROADCOM INC | 640 | 223938 | COM |
| INNOVATOR ETFS TRUST | 7609 | 222674 | INNOVATOR INTL D |
| PROCTER AND GAMBLE CO | 1521 | 219028 | COM |
| INNOVATOR ETFS TRUST | 3709 | 204125 | US EQTY BUFR JAN |
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