Cypress Financial Planning LLC holds a focused book of 106 reported positions worth $408.2M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-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 reported non-option book. They also disclosed $4.7M in put options (a bearish bet), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2024 would be +15% (+7.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Cypress Financial Planning LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +18.1%, a 2.7-point gap that is the cost of the ~9-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Cypress Financial Planning LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
+6 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Cypress Financial Planning LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.4B |
| Swiss Re Ltd | 21 / 80 | $1.0B |
| Kearns & Associates LLC | 20 / 80 | $194.4M |
| Prosperity Advisers, LLC | 20 / 80 | $124.8M |
| Roth Financial Partners LLC | 19 / 80 | $301.3M |
| Fortune 45 LLC | 12 / 80 | $206.4M |
| Vista Capital Partners, Inc. | 37 / 80 | $990.3M |
| Avalon Advisory Group | 8 / 80 | $233.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Cypress Financial Planning LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show CYPRESS FINANCIAL PLANNING LLC's latest holdings, largest changes, and filing provenance.
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 non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 9d | 109 | $412.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 15d | 102 | $362.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 14d | 105 | $362.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 9d | 89 | $328.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 11d | 82 | $306.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 9d | 82 | $280.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 14d | 81 | $272.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 7, 2024 | 7d | 79 | $270.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.