DOSSIER · 13F-HR · Q1 2026

CYPRESS FINANCIAL PLANNING LLC

CYPRESS FINANCIAL PLANNING's holding co. based in New York, NY — $363M in tracked AUM across 102 positions as of Q1 2026.

CF

CYPRESS FINANCIAL PLANNING·New York, NY·Holding Co.

CIK 0001937021 · last filed Mar 31, 2026

Total AUM

$363M

▲ 0.8%

vs prior

Holdings

102

—

positions

Whale Score

58

58

tracked

Activity

—

no data

changes this Q

Top sector

Tech

5% weight

concentration

AI Analysis · Q1 2026 · Q1 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...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

VANGUARD SCOTTSDALE FDS

$38M455K10.4%

02

VANGUARD SCOTTSDALE FDS

$36M612K10.0%

03

VANGUARD SCOTTSDALE FDS

$35M444K9.7%

04

ISHARES TR

$34M53K9.5%

05

VANGUARD TAX-MANAGED FDS

$31M488K8.6%

06

VANGUARD INDEX FDS

$24M118K6.7%

07

ISHARES TR

$18M259K5.0%

08

VANGUARD INDEX FDS

$17M196K4.8%

09

VANECK ETF TRUST

$14M493K3.9%

10

VANGUARD INTL EQUITY INDEX F

$10M191K2.8%

Filing history

Filing history loading…