CYPRESS FINANCIAL PLANNING LLC

CIK

1937021

Location

HADDON HEIGHTS, NJ

Portfolio Value

Small $412,918,106

Diversification

Diversified

Filing Date

Global Rank

#4,327 / 8,794 ▲ 265 · as of Jun 2026

Top Industry

Capital Markets 34.5%

Period ended 3 months ago

Filed Jul 9, 2026 · 3mo

17 quarters · since Jun 2022

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

53 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

27.9%

−10.4 pts

Top 5

71.9%

−0.0 pts

Top 10

86.6%

+0.6 pts

HHI

1,471

Diversified−350

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	91.5%	$377,951,800	24
Financial Services	4.8%	$19,997,495	5
Technology	1.4%	$5,582,146	7
Consumer Cyclical	0.6%	$2,587,024	4
Industrials	0.6%	$2,445,101	2
Communication Services	0.4%	$1,747,141	3
Healthcare	0.3%	$1,130,007	4
Consumer Defensive	0.1%	$615,665	2
Energy	0.1%	$484,535	1
Real Estate	0.1%	$377,192	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
BNDW	Vanguard Total World Bond ETF	+91,716	1,602,645	$115,261,611
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+33,956	599,829	$89,093,719
VB	Vanguard Morningstar Small-Cap ETF	+23,823	35,952	$6,176,610
FNDA	Schwab Fundamental U.S. Small Company ETF	+14,547	256,423	$8,491,979
APRP	PGIM S&P 500 Buffer 12 ETF - April	+12,050	117,293	$3,914,378
MS	Morgan Stanley	+9,909	57,654	$12,051,992
QQQ	Invesco Qqq Trust, Series 1	+3,373	6,573	$4,840,357
VEU	Vanguard FTSE All-World Ex-US ETF	+3,346	206,934	$12,720,679
—		+3,073	120,709	$29,719,762
VEA	Vanguard FTSE Developed Markets ETF	+2,427	490,368	$34,938,720
VCRM	Vanguard Core Tax-Exempt Bond ETF	+1,675	13,073	$661,232
XOM	ExxonMobil Holdings Corp	+1,630	3,544	$484,535
VIG	Vanguard Dividend Appreciation ETF	+828	234,659	$27,835,805
SPY	Spdr S&P 500 ETF Trust	+628	11,607	$8,667,759
NVDA	Nvidia Corp	+446	4,038	$807,963
AMT	American Tower Corp /Ma/	+367	2,306	$377,192
V	Visa Inc.	+263	1,998	$685,493
LMT	Lockheed Martin Corp	+258	3,327	$1,694,973
JPM	Jpmorgan Chase & Co	+237	2,616	$856,295
PEP	Pepsico Inc	+217	2,642	$357,726
MCD	Mcdonalds Corp	+115	1,422	$384,380
NFLX	Netflix Inc	+76	9,713	$693,508
ABBV	AbbVie Inc.	+3	1,318	$331,661
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
AFK	VanEck Africa Index ETF	−495,707	9,329	$272,779
—		−57,670	48,847	$2,344,766
DCOR	Dimensional US Core Equity 1 ETF	−29,673	111,660	$5,296,795
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	−3,168	69,336	$2,570,489
BAPR	Innovator U.S. Equity Buffer ETF - April	−2,999	35,248	$1,374,725
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−2,365	34,718	$1,529,132
AAPL	Apple Inc.	−655	10,524	$3,045,224
AMZN	Amazon Com Inc	−381	6,737	$1,605,696
CWI	State Street SPDR MSCI ACWI ex-US ETF	−293	13,084	$659,302
BRK-B	Berkshire Hathaway Inc	−88	3,696	$1,849,441
QCOM	Qualcomm Inc/De	−54	2,158	$398,776
MSFT	Microsoft Corp	−52	1,368	$510,291
UNH	Unitedhealth Group Inc	−48	885	$367,832
AVGO	Broadcom Inc.	−31	666	$251,581
SHOP	Shopify Inc.	−1	2,214	$252,794
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
JA	Janus Henderson AA-A CLO ETF	415,201	$18,679,892
ACSG	American Century Small Cap Growth Insights ETF	15,527	$1,770,089
AGNG	Global X Funds Global X Aging Population ETF	16,298	$411,858
JNJ	Johnson & Johnson	897	$227,811
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	3,463	$212,835
LLY	ELI LILLY & Co	169	$202,703
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
CAVA	Cava Group, Inc.	3,000	$242,700
PLTR	Palantir Technologies Inc.	1,410	$206,254
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

53 tracked positions · $412,918,106 total · filing declares 109 positions · $412,919,106 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 53 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BNDW	Vanguard Total World Bond ETF	Added	1,602,645	+91,716	$115,261,611	+5.5%	27.91%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	599,829	+33,956	$89,093,719	—	21.58%
VEA	Vanguard FTSE Developed Markets ETF	Added	490,368	+2,427	$34,938,720	+11.7%	8.46%
		Added	120,709	+3,073	$29,719,762	+22.8%	7.20%
VIG	Vanguard Dividend Appreciation ETF	Added	234,659	+828	$27,835,805	+8.9%	6.74%
JA	Janus Henderson AA-A CLO ETF	NEW	415,201	NEW	$18,679,892	NEW	4.52%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	206,934	+3,346	$12,720,679	+11.9%	3.08%
MS	Morgan Stanley PUT + SHARES Financial Services	Added	57,654	+9,909	$12,051,992	+53.4%	2.92%
SPY	Spdr S&P 500 ETF Trust PUT + SHARES	Added	11,607	+628	$8,667,759	+21.4%	2.10%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	256,423	+14,547	$8,491,979	+21.3%	2.06%
VB	Vanguard Morningstar Small-Cap ETF	Added	35,952	+23,823	$6,176,610	+138.5%	1.50%
DCOR	Dimensional US Core Equity 1 ETF	Reduced	111,660	-29,673	$5,296,795	−21.7%	1.28%
QQQ	Invesco Qqq Trust, Series 1 PUT + SHARES	Added	6,573	+3,373	$4,840,357	+161.0%	1.17%
COF	Capital One Financial Corp Financial Services	Held	22,701	0	$4,554,274	+10.0%	1.10%
APRP	PGIM S&P 500 Buffer 12 ETF - April	Added	117,293	+12,050	$3,914,378	+21.3%	0.95%
AAPL	Apple Inc. Technology	Reduced	10,524	-655	$3,045,224	+7.3%	0.74%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Reduced	69,336	-3,168	$2,570,489	+0.2%	0.62%
		Reduced	48,847	-57,670	$2,344,766	−35.5%	0.57%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,696	-88	$1,849,441	+2.0%	0.45%
ACSG	American Century Small Cap Growth Insights ETF	NEW	15,527	NEW	$1,770,089	NEW	0.43%
LMT	Lockheed Martin Corp Industrials	Added	3,327	+258	$1,694,973	−8.6%	0.41%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,737	-381	$1,605,696	+8.3%	0.39%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	34,718	-2,365	$1,529,132	−9.3%	0.37%
BAPR	Innovator U.S. Equity Buffer ETF - April	Reduced	35,248	-2,999	$1,374,725	−3.6%	0.33%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,616	+237	$856,295	+22.4%	0.21%
NVDA	Nvidia Corp Technology	Added	4,038	+446	$807,963	+29.0%	0.20%
GOOGL	Alphabet Inc. Communication Services	Held	2,169	0	$766,372	+23.2%	0.19%
JCI	Johnson Controls International plc Industrials	Held	5,134	0	$750,128	+11.6%	0.18%
NFLX	Netflix Inc Communication Services	Added	9,713	+76	$693,508	−25.2%	0.17%
V	Visa Inc. Financial Services	Added	1,998	+263	$685,493	+30.7%	0.17%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	13,073	+1,675	$661,232	+16.3%	0.16%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	13,084	-293	$659,302	+8.0%	0.16%
MSFT	Microsoft Corp Technology	Reduced	1,368	-52	$510,291	−2.9%	0.12%
AAAA	Amplius Aggressive Asset Allocation ETF	Held	9,073	0	$506,527	+14.2%	0.12%
XOM	ExxonMobil Holdings Corp Energy	Added	3,544	+1,630	$484,535	+49.2%	0.12%
AGNG	Global X Funds Global X Aging Population ETF	NEW	16,298	NEW	$411,858	NEW	0.10%
QCOM	Qualcomm Inc/De Technology	Reduced	2,158	-54	$398,776	+40.0%	0.10%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,422	+115	$384,380	−5.4%	0.09%
AMT	American Tower Corp /Ma/ Real Estate	Added	2,306	+367	$377,192	+12.7%	0.09%
UNH	Unitedhealth Group Inc Healthcare	Reduced	885	-48	$367,832	+45.7%	0.09%
PEP	Pepsico Inc Consumer Defensive	Added	2,642	+217	$357,726	−5.0%	0.09%
ABBV	AbbVie Inc. Healthcare	Added	1,318	+3	$331,661	+16.0%	0.08%
TSLA	Tesla, Inc. Consumer Cyclical	Held	767	0	$322,600	+13.1%	0.08%
IBM	International Business Machines Corp Technology	Held	1,122	0	$315,517	+16.0%	0.08%
		Held	1,401	0	$287,261	+0.6%	0.07%
BURL	Burlington Stores, Inc. Consumer Cyclical	Held	866	0	$274,348	−2.6%	0.07%
AFK	VanEck Africa Index ETF	Reduced	9,329	-495,707	$272,779	−98.2%	0.07%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,759	0	$257,939	+1.5%	0.06%
SHOP	Shopify Inc. Technology	Reduced	2,214	-1	$252,794	−3.8%	0.06%
AVGO	Broadcom Inc. Technology	Reduced	666	-31	$251,581	+16.6%	0.06%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.