13F Insight
DOSSIER · 13F-HR · Q3 2026

CYPRESS FINANCIAL PLANNING LLC

$373M in tracked AUM across 103 positions as of Q3 2026.

CF
CIK 0001937021 · last filed Sep 30, 2026
Total AUM
$373M
as of Q3 2026
Holdings
103
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026
Comprehensive Analysis of SEC 13F Filing: Cypress Financial Planning LLC
1. Portfolio Overview

Cypress Financial Planning LLC has reported a substantial expansion in its managed assets, with the total portfolio value growing by 112.8% quarter-over-quarter, rising from $170.22M to $362.22M. This near-doubling of assets under management (AUM) suggests significant net capital inflows or market appreciation combined with capital deployment. The portfolio currently holds **105 posi...

The investment strategy is characterized by a heavy reliance on passive investing via Exchange Traded Funds (ETFs). The fund utilizes a "core-satellite" structure where the vast majority of assets are allocated to broad market and fixed-income ETFs, supplemented by a smaller selection of individual equities. The portfolio appears to be constructed with a focus on risk management and income generation, evidenced by the substantial allocation to bond funds.

2. Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$42M55K11.4%02
VCSH
VANGUARD SCOTTSDALE FDS
$35M447K9.3%03
VEA
VANGUARD TAX-MANAGED FDS
$34M486K9.2%04
VXF
VANGUARD INDEX FDS
$28M122K7.6%05
VGIT
VANGUARD SCOTTSDALE FDS
$25M441K6.7%06
JMBS
JANUS DETROIT STR TR
$21M494K5.6%07
DGRO
ISHARES TR
$18M244K4.9%08
VNQ
VANGUARD INDEX FDS
$18M204K4.9%09
VCIT
VANGUARD SCOTTSDALE FDS
$16M206K4.3%10
IEFA
ISHARES TR
$13M134K3.5%

Filing history

2026Q3Sep 30
$373M▼ 9.6%
103 positionsView →2026Q2Jun 30
$413M▲ 13.9%
109 positionsView →2026Q1Mar 31
$363M▲ 0.1%
102 positionsView →2025Q4Dec 31
$362M▲ 112.8%
105 positionsView →2025Q3Sep 30
$170M▼ 44.5%
54 positionsLocked2025Q2Jun 30
$306M▲ 9.4%
82 positionsLocked2025Q1Mar 31
$280M▲ 2.8%
82 positionsLocked2024Q4Dec 31
$273M▲ 0.8%
81 positionsLocked2024Q3Sep 30
$270M▲ 11.9%
79 positionsLocked2024Q2Jun 30
$242M▲ 10.5%
71 positionsLocked2024Q1Mar 31
$219M▲ 98.4%
67 positionsLocked2023Q4Dec 31
$110M▼ 37.0%
42 positionsLocked
Showing 12 of 18