Cypress Financial Planning LLC holds a focused book of 106 stocks worth $408.2M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Janus Henderson Mortg Backed and trimmed Vanguard Dividend Apprec ETF. Their largest long position is Ishares Core S&P 500 ETF at 10% of the equity book. They also disclosed $4.7M in put options (a bearish bet), shown separately below and excluded from the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1937021/holdings"
Use Arkolith to show CYPRESS FINANCIAL PLANNING LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
8% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $41.3M | 55.1K | 10.1% | ▲+4.8% Added · +3K sh | |
| 2 | Vanguard Scottsdale FDS INT-TERM CORP | $40.0M | 484.3K | 9.8% | ▲+6.4% Added · +29K sh | |
| 3 | Vanguard Scottsdale FDS INTER TERM TREAS | $38.7M | 655.8K | 9.5% | ▲+7.2% Added · +44K sh | |
| 4 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $36.6M | 462.5K | 9.0% | ▲+4.1% Added · +18K sh | |
| 5 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $34.9M | 490.4K | 8.6% | ▲+0.5% Added · +2K sh | |
| 6 | Vanguard Index FDS EXTEND MKT ETF | $29.7M | 120.7K | 7.3% | ▲+2.6% Added · +3K sh | |
| 7 | Ishares TR CORE DIV GRWTH | $20.2M | 267.0K | 5.0% | ▲+3.2% Added · +8K sh | |
| 8 | Vanguard Index FDS REAL ESTATE ETF | $19.0M | 197.5K | 4.7% | ▲+0.9% Added · +2K sh | |
| 9 | Janus Detroit STR TR HENDERSON MTG | $18.7M | 415.2K | 4.6% | ▲New New position | |
| 10 | Ishares TR CORE MSCI EAFE | $11.9M | 122.9K | 2.9% | ▲+9.0% Added · +10K sh | |
| 11 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $11.6M | 194.2K | 2.8% | ▲+1.8% Added · +3K sh | |
| 12 | Morgan Stanley COM NEW | $10.0M | 47.7K | 2.4% | ▲+26% Added · +10K sh | |
| 13 | Vanguard Specialized Funds DIV APP ETF | $8.8M | 37.1K | 2.2% | ▼−2.6% Reduced · −1K sh | |
| 14 | State STR SPDR S&P 500 ETF T TR UNIT | $8.4M | 11.2K | 2.1% | ▲+5.9% Added · +628 sh | |
| 15 | Ishares Inc CORE MSCI EMKT | $5.1M | 61.0K | 1.2% | ▲+6.5% Added · +4K sh | |
| 16 | Capital One Finl Corp COM | $4.6M | 22.7K | 1.1% | —Held | |
| 17 | Schwab Strategic TR US LCAP VA ETF | $3.8M | 107.9K | 0.9% | ▲+3.8% Added · +4K sh | |
| 18 | Schwab Strategic TR US LCAP GR ETF | $3.4M | 101.9K | 0.8% | ▲+3.7% Added · +4K sh | |
| 19 | Apple Inc COM | $3.0M | 10.5K | 0.7% | ▼−5.8% Reduced · −655 sh | |
| 20 | Invesco QQQ TR UNIT SER 1 | $2.5M | 3.4K | 0.6% | ▲New New position | |
| 21 | Ishares TR CORE S&P SCP ETF | $2.5M | 16.6K | 0.6% | ▼−3.1% Reduced · −528 sh | |
| 22 | Vanguard Index FDS GROWTH ETF | $2.0M | 23.0K | 0.5% | ▲+505% Added · +19K sh | |
| 23 | Berkshire Hathaway Inc Del CL B NEW | $1.8M | 3.7K | 0.5% | ▼−2.3% Reduced · −88 sh | |
| 24 | Lockheed Martin Corp COM | $1.7M | 3.3K | 0.4% | ▲+8.4% Added · +258 sh | |
| 25 | Vanguard Index FDS TOTAL STK MKT | $1.6M | 4.4K | 0.4% | ▲+117% Added · +2K sh | |
| 26 | Amazon Com Inc COM | $1.6M | 6.7K | 0.4% | ▼−5.3% Reduced · −381 sh | |
| 27 | Dimensional ETF Trust CORE FIXE IN ETF | $1.5M | 36.5K | 0.4% | ▲+10% Added · +3K sh | |
| 28 | Ishares TR NATIONAL MUN ETF | $1.5M | 13.8K | 0.4% | ▲+6.4% Added · +834 sh | |
| 29 | Ishares TR 7-10 YR TRSY BD | $1.5M | 15.5K | 0.4% | —Held | |
| 30 | Dimensional ETF Trust GLOBAL CR ETF | $1.4M | 25.3K | 0.3% | ▲+2.2% Added · +554 sh | |
| 31 | Dimensional ETF Trust SHOR DUR FIX ETF | $1.4M | 28.6K | 0.3% | ▲+0.6% Added · +176 sh | |
| 32 | Pgim Rock ETF TR S&P 500 BUFFER | $1.2M | 36.7K | 0.3% | ▼−3.6% Reduced · −1K sh | |
| 33 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $1.1M | 12.8K | 0.3% | ▲~0% Added · +1 sh | |
| 34 | SPDR Series Trust ST NUVE TERM ETF | $1.1M | 23.0K | 0.3% | ▲+12% Added · +2K sh | |
| 35 | American Centy ETF TR US SML CP VALU | $977K | 7.8K | 0.2% | ▲New New position | |
| 36 | SPDR Series Trust ST STR NUVEE ETF | $962K | 21.0K | 0.2% | ▲+9.8% Added · +2K sh | |
| 37 | Ishares TR IBOXX INV CP ETF | $927K | 8.5K | 0.2% | ▼−6.6% Reduced · −604 sh | |
| 38 | Pgim Rock ETF TR S&P 500 BUFFER | $885K | 26.0K | 0.2% | ▲+5.3% Added · +1K sh | |
| 39 | Ishares TR MSCI EAFE ETF | $884K | 8.5K | 0.2% | ▼−4.3% Reduced · −387 sh | |
| 40 | Ishares TR RUS 1000 GRW ETF | $883K | 7.1K | 0.2% | ▲+300% Added · +5K sh | |
| 41 | Vanguard Index FDS VALUE ETF | $873K | 4.0K | 0.2% | ▲+1.3% Added · +52 sh | |
| 42 | JPMorgan Chase & Co COM | $856K | 2.6K | 0.2% | ▲+10.0% Added · +237 sh | |
| 43 | Pgim Rock ETF TR S&P 500 BUFFER | $822K | 23.9K | 0.2% | ▲+15% Added · +3K sh | |
| 44 | Nvidia Corporation COM | $808K | 4.0K | 0.2% | ▲+12% Added · +446 sh | |
| 45 | American Centy ETF TR INTL SMCP VLU | $793K | 7.7K | 0.2% | ▲New New position | |
| 46 | Schwab Strategic TR US LRG CAP ETF | $777K | 26.4K | 0.2% | ▼−3.0% Reduced · −820 sh | |
| 47 | Alphabet Inc CAP STK CL C | $766K | 2.2K | 0.2% | —Held | |
| 48 | Johnson Controls Internation SHS | $750K | 5.1K | 0.2% | —Held | |
| 49 | Netflix Inc. COM | $694K | 9.7K | 0.2% | ▲+0.8% Added · +76 sh | |
| 50 | Visa Inc COM CL A | $686K | 2.0K | 0.2% | ▲+15% Added · +263 sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | INVESCO QQQ TRUST SERIES 1QQQ | $2.4M | 3K |
| PUT · bearish | MORGAN STANLEYMS | $2.1M | 10K |
| PUT · bearish | SS SPDR S&P 500 ETF TRUST-USSPY | $299K | 400 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 109 | $412.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 102 | $362.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 105 | $362.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 89 | $328.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 82 | $306.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 82 | $280.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 81 | $272.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 7, 2024 | 79 | $270.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.