§ 13F · FUND PROFILE
CYPRESS FINANCIAL PLANNING LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $328M (13F)Positions · 89Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | 455K | $38M | 10.4% | +3% |
| 2 | VGIT | VANGUARD SCOTTSDALE FDS | 612K | $36M | 10.0% | +6% |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | 444K | $35M | 9.7% | +4% |
| 4 | IVV | ISHARES TR | 53K | $34M | 9.5% | +3% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 488K | $31M | 8.6% | +1% |
| 6 | VXF | VANGUARD INDEX FDS | 118K | $24M | 6.7% | +4% |
| 7 | DGRO | ISHARES TR | 259K | $18M | 5.0% | +5% |
| 8 | VNQ | VANGUARD INDEX FDS | 196K | $17M | 4.8% | +3% |
| 9 | ANGL | VANECK ETF TRUST | 493K | $14M | 3.9% | +5% |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 191K | $10M | 2.8% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CYPRESS SIGNAL
AC read
CYPRESS FINANCIAL PLANNING LLC is a Other fund managing $328 million in assets. The fund runs a portfolio of 89 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed