Cypress Financial Planning
Cypress Financial Planning reported 101 stocks worth $371M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are IVV (11.4%), VCSH (9.3%) and VEA (9.3%). Compared with Q2 2026, the fund opened new positions in RSP, SEPP and OCTP, added to IVV, VXF and JMBS, trimmed VCSH, VEA and VGIT and sold out of QQQ, SPIB and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $42.4M | 11.4% | 55K | +305 (+1%) | 8 of 8 | |
| 2 |  VCSH Vanguard Scottsdale Fds | $34.6M | 9.3% | 447K | −15K (−3%) | 8 of 8 | |
| 3 |  VEA Vanguard Tax-Managed Fds | $34.3M | 9.3% | 486K | −4,097 (−1%) | 8 of 8 | |
| 4 |  VXF Vanguard Index Fds | $28.2M | 7.6% | 122K | +1,174 (+1%) | 8 of 8 | |
| 5 |  VGIT Vanguard Scottsdale Fds | $25M | 6.7% | 441K | −214K (−33%) | 8 of 8 | |
| 6 |  JMBS Janus Henderson Mortgage-Backed Securities ETF | $20.9M | 5.6% | 494K | +79K (+19%) | 2 of 8 | |
| 7 |  DGRO Ishares TR | $18.4M | 5.0% | 244K | −23K (−9%) | 8 of 8 | |
| 8 |  VNQ Vanguard Index Fds | $18.3M | 4.9% | 204K | +6,952 (+4%) | 8 of 8 | |
| 9 |  VCIT Vanguard Scottsdale Fds | $16.1M | 4.3% | 206K | −279K (−58%) | 8 of 8 | |
| 10 |  IEFA Ishares TR | $13M | 3.5% | 134K | +12K (+9%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 QQQ Invesco Qqq TR | $2.5M | 3,373 |
 SPIB Spdr Series Trust | $572K | 17K |
 XOM Exxon Mobil Corp | $484K | 3,544 |
 PEP Pepsico Inc | $358K | 2,642 |
ELECTRONIC ARTS INC | $287K | 1,401 |
🔒 Free account: see all 12.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cypress Financial Planning 13F FAQ
What does Cypress Financial Planning own?
Cypress Financial Planning reported 101 stocks worth $371M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are IVV (11.4%), VCSH (9.3%) and VEA (9.3%). The table above lists every position in the filing (the top 10 without an account).
What did Cypress Financial Planning buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 33 added to, 51 trimmed and 12 sold out. New positions include RSP, SEPP and OCTP. It sold all of QQQ, SPIB and XOM.
When will Cypress Financial Planning file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Cypress Financial Planning's portfolio worth?
The Q3 2026 filing reports $371M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.