Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CYPRESS FINANCIAL PLANNING LLC (CIK 1937021) reported $412.9M across 106 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($41.3M, 9.99%), VCIT ($40.0M, 9.69%), VGIT ($38.7M, 9.37%), VCSH ($36.6M, 8.85%), VEA ($34.9M, 8.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $41.3M | 9.99% | 55,110 | Added |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | $40.0M | 9.69% | 484,328 | Added |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | $38.7M | 9.37% | 655,795 | Added |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS | $36.6M | 8.85% | 462,522 | Added |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $34.9M | 8.46% | 490,368 | Added |
| 6 | VXF | VANGUARD INDEX FDS | $29.7M | 7.20% | 120,709 | Added |
| 7 | DGRO | ISHARES TR | $20.2M | 4.90% | 267,041 | Added |
| 8 | VNQ | VANGUARD INDEX FDS | $19.0M | 4.61% | 197,512 | Added |
| 9 | JMBS | JANUS DETROIT STR TR | $18.7M | 4.52% | 415,201 | New |
| 10 | MS | MORGAN STANLEY | $12.1M | 2.92% | 57,654 | Added |
| 11 | IEFA | ISHARES TR | $11.9M | 2.87% | 122,913 | Added |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $11.6M | 2.81% | 194,151 | Added |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | $8.8M | 2.13% | 37,147 | Trimmed |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $8.7M | 2.10% | 11,607 | Added |
| 15 | IEMG | ISHARES INC | $5.1M | 1.22% | 61,000 | Added |
| 16 | QQQ | INVESCO QQQ TR | $4.8M | 1.17% | 6,573 | Added |
| 17 | COF | CAPITAL ONE FINL CORP | $4.6M | 1.10% | 22,701 | Hold |
| 18 | SCHV | SCHWAB STRATEGIC TR | $3.8M | 0.91% | 107,858 | Added |
| 19 | SCHG | SCHWAB STRATEGIC TR | $3.4M | 0.84% | 101,919 | Added |
| 20 | AAPL | APPLE INC | $3.0M | 0.74% | 10,524 | Trimmed |
| 21 | IJR | ISHARES TR | $2.5M | 0.59% | 16,563 | Trimmed |
| 22 | VUG | VANGUARD INDEX FDS | $2.0M | 0.48% | 22,983 | Added |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.8M | 0.45% | 3,696 | Trimmed |
| 24 | LMT | LOCKHEED MARTIN CORP | $1.7M | 0.41% | 3,327 | Added |
| 25 | VTI | VANGUARD INDEX FDS | $1.6M | 0.39% | 4,378 | Added |
Source: SEC Form 13F filings · as of 2026-06-30