13F Insight
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DOSSIER · 13F-HR · Q2 2026

CYPRESS FINANCIAL PLANNING LLC

$413M in tracked AUM across 109 positions as of Q2 2026.

CF
CIK 0001937021 · last filed Jun 30, 2026
Total AUM
$413M
as of Q2 2026
Holdings
109
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

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