CYPRESS FINANCIAL PLANNING LLC

CIK 0001937021 • 6 13F filings • Apr 9, 2025 – Jul 9, 2026

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Filer information

Filed by: CYPRESS FINANCIAL PLANNING LLC, Principal
Address: 400 WHITE HORSE PIKE, HADDON HEIGHTS, NJ, 08035
Phone: 856-720-0029
AUM: $362.2M

AUM over time

$373.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $306.5M74 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$232K	0.1%Prev: 0.1%	1,248 SH	Decreased-67 SH
ALPHABET INC	CAP STK CL C	$401K	0.1%Prev: 0.2%	2,261 SH	Decreased+92 SH
AMAZON COM INC	COM	$1.5M	0.5%Prev: 0.4%	6,900 SH	Increased-218 SH
AMERICAN TOWER CORP NEW	COM	$428K	0.1%	1,936 SH	New
APPLE INC	COM	$1.8M	0.6%Prev: 0.8%	8,826 SH	Decreased-2,353 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	0.6%Prev: 0.5%	3,759 SH	Increased-25 SH
CAPITAL ONE FINL CORP	COM	$4.9M	1.6%Prev: 1.1%	22,801 SH	Increased+100 SH
CVR PARTNERS LP	COM	$311K	0.1%	3,500 SH	New
ELECTRONIC ARTS INC	COM	$223K	0.1%Prev: 0.1%	1,399 SH	Decreased-2 SH
INNOVATOR ETFS TRUST	INNOVATOR INTER	$359K	0.1%Prev: 0.1%	11,625 SH	Increased+832 SH
INNOVATOR ETFS TRUST	INNOVATOR INTL D	$211K	0.1%Prev: 0.1%	7,609 SH	Decreased
INNOVATOR ETFS TRUST	INTERNATIONAL DE	$366K	0.1%Prev: 0.1%	12,171 SH	Decreased-1,999 SH
INNOVATOR ETFS TRUST	INTERNATIONAL DV	$383K	0.1%Prev: 0.1%	11,653 SH	Decreased+115 SH
INNOVATOR ETFS TRUST	INTRNL DEV JULY	$362K	0.1%Prev: 0.1%	11,324 SH	Increased+2,353 SH
INNOVATOR ETFS TRUST	US EQT PWR BUF	$216K	0.1%	5,785 SH	New
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$323K	0.1%	6,428 SH	New
INNOVATOR ETFS TRUST	US EQTY PWR BF	$579K	0.2%	14,307 SH	New
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$3.8M	1.2%Prev: 0.4%	93,617 SH	Increased+61,119 SH
INTERNATIONAL BUSINESS MACHS	COM	$323K	0.1%Prev: 0.1%	1,096 SH	Increased-26 SH
INVESCO QQQ TR	UNIT SER 1	$1.8M	0.6%Prev: 0.5%	3,200 PRN	Decreased
ISHARES INC	CORE MSCI EMKT	$3.2M	1.1%Prev: 1.1%	53,881 SH	Decreased-3,414 SH
ISHARES TR	7-10 YR TRSY BD	$1.5M	0.5%Prev: 0.4%	15,727 SH	Increased+194 SH
ISHARES TR	CORE DIV GRWTH	$12.5M	4.1%Prev: 5.0%	195,249 SH	Decreased-63,463 SH
ISHARES TR	CORE MSCI EAFE	$8.6M	2.8%Prev: 2.8%	102,831 SH	Decreased-9,951 SH
ISHARES TR	CORE S&P SCP ETF	$1.8M	0.6%Prev: 0.6%	16,575 SH	Decreased-516 SH
ISHARES TR	CORE S&P500 ETF	$32.2M	10.5%Prev: 9.5%	51,819 SH	Decreased-755 SH
ISHARES TR	HDG MSCI EAFE	$342K	0.1%Prev: 0.1%	9,003 SH	Decreased+74 SH
ISHARES TR	IBOXX INV CP ETF	$879K	0.3%Prev: 0.3%	8,018 SH	Decreased-1,086 SH
ISHARES TR	MSCI EAFE ETF	$844K	0.3%Prev: 0.2%	9,442 SH	Decreased+548 SH
ISHARES TR	NATIONAL MUN ETF	$837K	0.3%Prev: 0.4%	8,010 SH	Decreased-4,972 SH
ISHARES TR	RUS 1000 GRW ETF	$763K	0.2%Prev: 0.2%	1,798 SH	Increased+21 SH
ISHARES TR	RUSSELL 2000 ETF	$457K	0.1%Prev: 0.1%	2,116 SH	Decreased+121 SH
ISHARES TR	SP SMCP600VL ETF	$484K	0.2%Prev: 0.2%	4,862 SH	Decreased+90 SH
ISHARES TR	U.S. REAL ES ETF	$576K	0.2%Prev: 0.1%	6,075 SH	Increased+2,642 SH
JOHNSON CTLS INTL PLC	SHS	$542K	0.2%	5,128 SH	New
JPMORGAN CHASE & CO.	COM	$417K	0.1%	1,440 SH	New
LOCKHEED MARTIN CORP	COM	$1.9M	0.6%Prev: 0.5%	4,095 SH	Increased+1,026 SH
MICROSOFT CORP	COM	$678K	0.2%Prev: 0.1%	1,363 SH	Increased-57 SH
MORGAN STANLEY	COM NEW	$5.3M	1.7%Prev: 2.2%	37,713 SH	Decreased-10,032 SH
NETFLIX INC	COM	$1.4M	0.4%	1,021 SH	New
NVIDIA CORPORATION	COM	$610K	0.2%Prev: 0.2%	3,860 SH	Decreased+268 SH
PROCTER AND GAMBLE CO	COM	$271K	0.1%	1,703 SH	New
QUALCOMM INC	COM	$347K	0.1%Prev: 0.1%	2,181 SH	Increased-31 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$777K	0.3%Prev: 0.2%	31,783 SH	Increased+4,572 SH
SCHWAB STRATEGIC TR	US REIT ETF	$271K	0.1%Prev: 0.1%	12,814 SH	Increased+353 SH
SELECT SECTOR SPDR TR	FINANCIAL	$8.2M	2.7%	157,356 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$289K	0.1%Prev: 0.1%	2,503 SH	Increased+288 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$361K	0.1%	8,911 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$6.4M	2.1%	10,388 SH	New
SPDR SERIES TRUST	BLOOMBERG HIGH Y	$255K	0.1%	2,621 SH	New
SPDR SERIES TRUST	BLOOMBERG SHT TE	$1.4M	0.4%	53,094 SH	New
SPDR SERIES TRUST	NUVEEN ICE MUNIC	$773K	0.3%	17,299 SH	New
SPDR SERIES TRUST	NUVEEN ICE SHORT	$813K	0.3%	16,993 SH	New
SPDR SERIES TRUST	PORTFOLIO INTRMD	$332K	0.1%	9,893 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$475K	0.2%	6,529 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$222K	0.1%	5,212 SH	New
SPDR SERIES TRUST	PORTFOLIO SHORT	$215K	0.1%	7,109 SH	New
TESLA INC	COM	$315K	0.1%Prev: 0.1%	990 SH	Increased+223 SH
VANECK ETF TRUST	FALLEN ANGEL HG	$12.0M	3.9%Prev: 3.9%	411,103 SH	Decreased-81,743 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$657K	0.2%Prev: 0.2%	13,082 SH	Increased+892 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$21.9M	7.1%Prev: 6.7%	113,577 SH	Decreased-4,059 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.2M	0.4%Prev: 0.5%	2,751 SH	Decreased-1,047 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$22.3M	7.3%Prev: 4.8%	250,590 SH	Increased+54,907 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$476K	0.2%Prev: 0.1%	838 SH	Decreased+27 SH
VANGUARD INDEX FDS	SMALL CP ETF	$372K	0.1%Prev: 0.1%	1,568 SH	Decreased+20 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$725K	0.2%Prev: 0.2%	2,385 SH	Increased+365 SH
VANGUARD INDEX FDS	VALUE ETF	$215K	0.1%Prev: 0.2%	1,215 SH	Decreased-2,737 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$9.0M	2.9%Prev: 2.8%	181,213 SH	Decreased-9,593 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$1.0M	0.3%Prev: 0.3%	12,908 SH	Decreased+126 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$34.3M	11.2%Prev: 10.4%	413,772 SH	Decreased-41,358 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$25.9M	8.4%Prev: 10.0%	432,502 SH	Decreased-179,103 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$25.3M	8.3%Prev: 9.7%	318,167 SH	Decreased-126,027 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$7.9M	2.6%Prev: 2.3%	38,361 SH	Decreased+213 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$25.5M	8.3%Prev: 8.6%	447,059 SH	Decreased-40,882 SH

Sold (vs prior filing)

AMERICAN TOWER CORP — $335K
BROADCOM INC — $216K
BURLINGTON STORES INC — $282K
CAVA GROUP INC — $243K
DIMENSIONAL ETF TRUST — $1.4M
DIMENSIONAL ETF TRUST — $319K
DIMENSIONAL ETF TRUST — $1.3M
DIMENSIONAL ETF TRUST — $805K
DIMENSIONAL ETF TRUST — $1.4M
DIMENSIONAL ETF TRUST — $709K
DIMENSIONAL ETF TRUST — $830K
EA SERIES TRUST — $443K
EXXON MOBIL CORP — $325K
INNOVATOR ETFS TRUST — $335K
INNOVATOR ETFS TRUST — $246K
INNOVATOR ETFS TRUST — $263K
JOHNSON CONTROLS INTERNATION — $672K
JPMORGAN CHASE & CO — $700K
MCDONALDS CORP — $406K
NETFLIX INC. — $927K
… and 12 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 14, 2026	Q4 2025	13F-HR	0001937021-26-000001	$362.2M	View
Oct 9, 2026	Q3 2026	13F-HR	0001085146-26-000855	$373.5M	View
Oct 9, 2025