Institutional Manager · CIK 0001937021
CYPRESS FINANCIAL PLANNING LLC
HADDON HEIGHTS, NJ · File #028-22570
Latest AUM
$362.2M
Positions
105
Top-10 Concentration
74.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025105 pos · $362.2M
- 13F HOLDINGS REPORTQ/E Sep 202589 pos · $328.1M
- 13F HOLDINGS REPORTQ/E Jun 202582 pos · $306.5M
- 13F HOLDINGS REPORTQ/E Mar 202582 pos · $280.2M
- 13F HOLDINGS REPORTQ/E Dec 202481 pos · $272.5M
- 13F HOLDINGS REPORTQ/E Sep 202479 pos · $270.5M
- 13F HOLDINGS REPORTQ/E Jun 202471 pos · $241.7M
- 13F HOLDINGS REPORTQ/E Mar 202467 pos · $218.6M
- 13F HOLDINGS REPORTQ/E Dec 202361 pos · $175.0M
- 13F HOLDINGS REPORTQ/E Sep 202356 pos · $176.6M
- 13F HOLDINGS REPORTQ/E Jun 202356 pos · $164.2M
- 13F HOLDINGS REPORTQ/E Mar 202352 pos · $149.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 92206C870 | 441,834 | $37.1M | 10.88% |
| 2 | ISHARES TR | 464287200 | 51,050 | $35.2M | 10.33% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C706 | 578,081 | $34.7M | 10.18% |
| 4 | VANGUARD SCOTTSDALE FDS | 92206C409 | 426,252 | $34.0M | 9.98% |
| 5 | VANGUARD TAX-MANAGED FDS | 921943858 | 482,694 | $30.3M | 8.88% |
| 6 | VANGUARD INDEX FDS | 922908652 | 112,660 | $23.8M | 6.98% |
| 7 | ISHARES TR | 46434V621 | 245,493 | $17.2M | 5.03% |
| 8 | VANGUARD INDEX FDS | 922908553 | 190,871 | $17.0M | 4.99% |
| 9 | VANECK ETF TRUST | 92189F437 | 467,398 | $13.7M | 4.03% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042858 | 187,889 | $10.1M | 2.96% |
| 11 | ISHARES TR | 46432F842 | 111,464 | $10.0M | 2.94% |
| 12 | VANGUARD SPECIALIZED FUNDS | 921908844 | 37,668 | $8.3M | 2.45% |
| 13 | SPDR S&P 500 ETF TR | SPY | 10,636 | $7.3M | 2.14% |
| 14 | MORGAN STANLEY | MS-PQ | 37,721 | $6.8M | 1.98% |
| 15 | CAPITAL ONE FINL CORP | 14040H105 | 22,703 | $5.5M | 1.62% |
| 16 | ISHARES INC | 46434G103 | 57,698 | $3.9M | 1.14% |
| 17 | SCHWAB STRATEGIC TR | 808524300 | 99,854 | $3.3M | 0.96% |
| 18 | SCHWAB STRATEGIC TR | 808524409 | 109,891 | $3.3M | 0.95% |
| 19 | APPLE INC | AAPL | 10,953 | $3.0M | 0.88% |
| 20 | INVESCO QQQ TR | IVZ | 32 | $2.0M | 0.58% |