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: $362.6M86 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$286K	0.1%Prev: 0.1%	1,315 SH	Increased+83 SH
ALPHABET INC	CAP STK CL C	$622K	0.2%Prev: 0.1%	2,169 SH	Increased-97 SH
AMAZON COM INC	COM	$1.5M	0.4%Prev: 0.5%	7,118 SH	Increased+166 SH
AMERICAN TOWER CORP	COM	$335K	0.1%	1,939 SH	New
APPLE INC	COM	$2.8M	0.8%Prev: 0.7%	11,179 SH	Increased+2,383 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	0.5%Prev: 0.7%	3,784 SH	Decreased+44 SH
BROADCOM INC	COM	$216K	0.1%	697 SH	New
BURLINGTON STORES INC	COM	$282K	0.1%	866 SH	New
CAPITAL ONE FINL CORP	COM	$4.1M	1.1%	22,701 SH	New
CAVA GROUP INC	COM	$243K	0.1%	3,000 SH	New
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$1.4M	0.4%	33,139 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$319K	0.1%	8,907 SH	New
DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$1.3M	0.4%	24,761 SH	New
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$805K	0.2%	20,418 SH	New
DIMENSIONAL ETF TRUST	SHORT DURATION F	$1.4M	0.4%	28,462 SH	New
DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$709K	0.2%	13,982 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$830K	0.2%	11,664 SH	New
EA SERIES TRUST	CAMBRIA US EQUAL	$443K	0.1%	9,073 SH	New
ELECTRONIC ARTS INC	COM	$286K	0.1%Prev: 0.1%	1,401 SH	Increased+2 SH
EXXON MOBIL CORP	COM	$325K	0.1%Prev: 0.1%	1,914 SH	Increased+187 SH
INNOVATOR ETFS TRUST	INNOVATOR INTER	$354K	0.1%Prev: 0.1%	10,793 SH	Decreased-1,812 SH
INNOVATOR ETFS TRUST	INNOVATOR INTL D	$224K	0.1%	7,609 SH	New
INNOVATOR ETFS TRUST	INTERNATIONAL DE	$461K	0.1%Prev: 0.1%	14,170 SH	Increased+1,999 SH
INNOVATOR ETFS TRUST	INTERNATIONAL DV	$404K	0.1%Prev: 0.1%	11,538 SH	Increased-38 SH
INNOVATOR ETFS TRUST	INTL DEV PWR BUF	$335K	0.1%	9,662 SH	New
INNOVATOR ETFS TRUST	INTL DEVELOPED P	$246K	0.1%	8,255 SH	New
INNOVATOR ETFS TRUST	INTRNL DEV JAN	$263K	0.1%Prev: 0.1%	7,255 SH	Increased+590 SH
INNOVATOR ETFS TRUST	INTRNL DEV JULY	$303K	0.1%Prev: 0.1%	8,971 SH	Decreased-2,510 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$1.4M	0.4%Prev: 1.4%	32,498 SH	Decreased-68,284 SH
INTERNATIONAL BUSINESS MACHS	COM	$272K	0.1%Prev: 0.1%	1,122 SH	Decreased-42 SH
INVESCO QQQ TR	UNIT SER 1	$1.9M	0.5%Prev: 0.5%	3,200 PRN	Increased
ISHARES INC	CORE MSCI EMKT	$4.0M	1.1%Prev: 1.0%	57,295 SH	Increased+7,843 SH
ISHARES TR	7-10 YR TRSY BD	$1.5M	0.4%Prev: 0.6%	15,533 SH	Decreased-985 SH
ISHARES TR	CORE DIV GRWTH	$18.2M	5.0%Prev: 4.2%	258,712 SH	Increased+70,107 SH
ISHARES TR	CORE MSCI EAFE	$10.2M	2.8%Prev: 2.8%	112,782 SH	Increased+8,952 SH
ISHARES TR	CORE S&P SCP ETF	$2.1M	0.6%Prev: 0.6%	17,091 SH	Increased+2,155 SH
ISHARES TR	CORE S&P500 ETF	$34.3M	9.5%Prev: 10.1%	52,574 SH	Increased+2,299 SH
ISHARES TR	HDG MSCI EAFE	$379K	0.1%	8,929 SH	New
ISHARES TR	IBOXX INV CP ETF	$992K	0.3%Prev: 0.3%	9,104 SH	Increased+1,194 SH
ISHARES TR	MSCI EAFE ETF	$864K	0.2%Prev: 0.3%	8,894 SH	Increased-799 SH
ISHARES TR	NATIONAL MUN ETF	$1.4M	0.4%Prev: 0.3%	12,982 SH	Increased+5,722 SH
ISHARES TR	RUS 1000 GRW ETF	$758K	0.2%Prev: 0.2%	1,777 SH	Increased-21 SH
ISHARES TR	RUSSELL 2000 ETF	$495K	0.1%Prev: 0.1%	1,995 SH	Increased-9 SH
ISHARES TR	SP SMCP600VL ETF	$565K	0.2%Prev: 0.2%	4,772 SH	Increased-89 SH
ISHARES TR	U.S. REAL ES ETF	$325K	0.1%Prev: 0.1%	3,433 SH	Decreased-463 SH
JOHNSON CONTROLS INTERNATION	SHS	$672K	0.2%	5,134 SH	New
JPMORGAN CHASE & CO	COM	$700K	0.2%	2,379 SH	New
LOCKHEED MARTIN CORP	COM	$1.9M	0.5%Prev: 0.6%	3,069 SH	Increased-993 SH
MCDONALDS CORP	COM	$406K	0.1%	1,307 SH	New
MICROSOFT CORP	COM	$525K	0.1%Prev: 0.2%	1,420 SH	Decreased-224 SH
MORGAN STANLEY	COM NEW	$7.9M	2.2%Prev: 2.1%	47,745 SH	Increased-1,706 SH
NETFLIX INC.	COM	$927K	0.3%	9,637 SH	New
NVIDIA CORPORATION	COM	$626K	0.2%Prev: 0.1%	3,592 SH	Increased-135 SH
PALANTIR TECHNOLOGIES INC	CL A	$206K	0.1%	1,410 SH	New
PEPSICO INC	COM	$377K	0.1%	2,425 SH	New
PGIM ROCK ETF TR	S&P 500 BUFFER	$3.2M	0.9%	105,243 SH	New
PROCTER & GAMBLE CO	COM	$254K	0.1%	1,759 SH	New
QUALCOMM INC	COM	$285K	0.1%Prev: 0.1%	2,212 SH	Decreased+29 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.9M	0.8%	98,294 SH	New
SCHWAB STRATEGIC TR	US LCAP VA ETF	$3.2M	0.9%	103,910 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$698K	0.2%Prev: 0.3%	27,211 SH	Decreased-4,538 SH
SCHWAB STRATEGIC TR	US REIT ETF	$268K	0.1%Prev: 0.1%	12,461 SH	Increased+454 SH
SHOPIFY INC	CL A SUB VTG SHS	$263K	0.1%	2,215 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$611K	0.2%	13,377 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$5.3M	1.5%	143,600 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$7.1M	2.0%	10,979 SH	New
TESLA INC	COM	$285K	0.1%Prev: 0.1%	767 SH	Increased-63 SH
UNITEDHEALTH GROUP INC	COM	$253K	0.1%Prev: 0.1%	933 SH	Decreased+385 SH
VANECK ETF TRUST	FALLEN ANGEL HG	$14.2M	3.9%Prev: 4.0%	492,846 SH	Increased+106,758 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$611K	0.2%Prev: 0.1%	12,190 SH	Increased+6,254 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$24.2M	6.7%Prev: 6.5%	117,636 SH	Increased+11,974 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.7M	0.5%Prev: 0.4%	3,798 SH	Increased+1,045 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$17.4M	4.8%Prev: 7.7%	195,683 SH	Decreased-44,033 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$485K	0.1%Prev: 0.1%	811 SH	Increased+37 SH
VANGUARD INDEX FDS	SMALL CP ETF	$405K	0.1%	1,548 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$648K	0.2%Prev: 0.2%	2,020 SH	Decreased-370 SH
VANGUARD INDEX FDS	VALUE ETF	$775K	0.2%Prev: 0.1%	3,952 SH	Increased+2,737 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$10.3M	2.8%Prev: 2.9%	190,806 SH	Increased+12,123 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$1.1M	0.3%Prev: 0.3%	12,782 SH	Increased-247 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$569K	0.2%	11,398 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$37.7M	10.4%Prev: 11.6%	455,130 SH	Increased+57,739 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$36.4M	10.0%Prev: 8.6%	611,605 SH	Increased+204,296 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$35.2M	9.7%Prev: 8.4%	444,194 SH	Increased+145,983 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$8.2M	2.3%Prev: 2.7%	38,148 SH	Increased-1,312 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$31.3M	8.6%Prev: 7.9%	487,941 SH	Increased+50,591 SH
VISA INC	COM CL A	$524K	0.1%	1,735 SH	New

Sold (vs prior filing)

AMERICAN TOWER CORP NEW — $421K
CVR PARTNERS LP — $263K
DISCOVER FINL SVCS — $3.8M
INNOVATOR ETFS TRUST — $326K
INNOVATOR ETFS TRUST — $642K
JOHNSON CTLS INTL PLC — $411K
JPMORGAN CHASE & CO. — $350K
NETFLIX INC — $1.0M
PROCTER AND GAMBLE CO — $287K
SELECT SECTOR SPDR TR — $7.5M
SHOPIFY INC — $239K
SPDR INDEX SHS FDS — $674K
SPDR S&P 500 ETF TR — $5.8M
SPDR SER TR — $298K
SPDR SER TR — $1.3M
SPDR SER TR — $399K
SPDR SER TR — $759K
SPDR SER TR — $344K
SPDR SER TR — $448K
SPDR SER TR — $212K

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