Cypress Financial Planning LLC

13F filer · CIK 0001937021

Reported Jul 9, 2026

Net buyer this quarter

13F portfolio value$413MU.S. long equity reported on 13F

Positions344 new · 2 closed

Net flow last quarter+$5.73MBuys minus sells

Top 10 positions weight8.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 202634 positions
MSMorgan Stanley	$9.96M	2.41%	0.00%	+26.3%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$8.37M	2.03%	Not reported	+5.9%	Q2 2022
COFCapital One Financial Corp	$4.55M	1.10%	0.00%	Not reported	Q2 2025
AAPLApple Inc.	$3.05M	0.74%	0.00%	-5.9%	Q2 2022
QQQInvesco QQQ Trust, Series 1	$2.48M	0.60%	Not reported	New	Q2 2026
BRK.BBerkshire Hathaway Inc	$1.85M	0.45%	Not reported	-2.3%	Q2 2022
LMTLockheed Martin Corp	$1.69M	0.41%	0.00%	+8.4%	Q2 2022
AMZNAmazon Com Inc	$1.61M	0.39%	0.00%	-5.4%	Q2 2022
JPMJPMorgan Chase & Co	$856K	0.21%	0.00%	+10.0%	Q2 2024
NVDANvidia Corp	$808K	0.20%	0.00%	+12.4%	Q2 2024
GOOGAlphabet Inc.	$766K	0.19%	Not reported	Not reported	Q2 2024
JCIJohnson Controls International plc	$750K	0.18%	0.00%	Not reported	Q3 2023
NFLXNetflix Inc	$694K	0.17%	0.00%	+0.8%	Q2 2022
VVisa Inc.	$686K	0.17%	0.00%	+15.2%	Q4 2025
MSFTMicrosoft Corp	$510K	0.12%	0.00%	-3.7%	Q2 2022
XOMExxonMobil Holdings Corp	$484K	0.12%	0.00%	+85.2%	Q1 2025
QCOMQualcomm Inc	$399K	0.10%	0.00%	-2.4%	Q2 2022
MCDMcdonalds Corp	$384K	0.09%	0.00%	+8.8%	Q4 2025
AMTAmerican Tower Corp	$377K	0.09%	0.00%	+18.9%	Q2 2022
UNHUnitedhealth Group Inc	$368K	0.09%	0.00%	-5.1%	Q2 2022
PEPPepsico Inc	$358K	0.09%	0.00%	+9.0%	Q4 2025
INOVInovalon Holdings, Inc.	$344K	0.08%	Not reported	-3.0%	Q4 2025
IDEVEndo Pharmaceuticals Solutions Inc.	$340K	0.08%	Not reported	Not reported	Q4 2025
ABBVAbbVie Inc.	$332K	0.08%	0.00%	+0.2%	Q4 2024
TSLATesla, Inc.	$323K	0.08%	0.00%	Not reported	Q4 2024
IBMInternational Business Machines Corp	$315K	0.08%	0.00%	Not reported	Q1 2024
EAElectronic Arts Inc.	$287K	0.07%	Not reported	Not reported	Q2 2022
BURLBurlington Stores, Inc.	$274K	0.07%	0.00%	Not reported	Q1 2026
PDECPetals Decorative Accents, Inc.	$258K	0.06%	Not reported	-1.1%	Q2 2022
PGPROCTER & GAMBLE Co	$258K	0.06%	0.00%	Not reported	Q2 2022
SHOPShopify Inc.	$253K	0.06%	0.00%	-0.1%	Q1 2025
AVGOBroadcom Inc.	$252K	0.06%	0.00%	-4.5%	Q3 2025
JNJJohnson & Johnson	$228K	0.06%	0.00%	New	Q2 2026
LLYELI LILLY & Co	$203K	0.05%	0.00%	New	Q2 2026
Q1 2026Reported Apr 15, 202632 positions
SPYSPDR S&P 500 ETF Trust	$6.88M	1.90%	Not reported	-0.5%	Q2 2022
MSMorgan Stanley	$6.21M	1.71%	0.00%	+0.1%	Q2 2022
COFCapital One Financial Corp	$4.14M	1.14%	0.00%	0.0%	Q2 2025
AAPLApple Inc.	$2.84M	0.78%	0.00%	+2.1%	Q2 2022
LMTLockheed Martin Corp	$1.86M	0.51%	0.00%	-23.7%	Q2 2022
BRK.BBerkshire Hathaway Inc	$1.81M	0.50%	Not reported	+0.2%	Q2 2022
AMZNAmazon Com Inc	$1.48M	0.41%	0.00%	+4.0%	Q2 2022
NFLXNetflix Inc	$927K	0.26%	0.00%	-1.0%	Q2 2022
JPMJPMorgan Chase & Co	$700K	0.19%	0.00%	+3.2%	Q2 2024
JCIJohnson Controls International plc	$672K	0.19%	0.00%	Not reported	Q3 2023
NVDANvidia Corp	$626K	0.17%	0.00%	+11.8%	Q2 2024
GOOGAlphabet Inc.	$622K	0.17%	Not reported	-0.1%	Q2 2024
MSFTMicrosoft Corp	$525K	0.14%	0.00%	+1.1%	Q2 2022
VVisa Inc.	$524K	0.14%	0.00%	-11.8%	Q4 2025
MCDMcdonalds Corp	$406K	0.11%	0.00%	-7.8%	Q4 2025
PEPPepsico Inc	$377K	0.10%	0.00%	-6.7%	Q4 2025
INOVInovalon Holdings, Inc.	$335K	0.09%	Not reported	-1.4%	Q4 2025
AMTAmerican Tower Corp	$335K	0.09%	0.00%	Not reported	Q2 2022
XOMExxonMobil Holdings Corp	$325K	0.09%	0.00%	-21.6%	Q1 2025
ABBVAbbVie Inc.	$286K	0.08%	0.00%	+3.7%	Q4 2024
EAElectronic Arts Inc.	$286K	0.08%	Not reported	-0.2%	Q2 2022
TSLATesla, Inc.	$285K	0.08%	0.00%	+5.1%	Q4 2024
QCOMQualcomm Inc	$285K	0.08%	0.00%	+1.1%	Q2 2022
BURLBurlington Stores, Inc.	$282K	0.08%	0.00%	New	Q1 2026
IBMInternational Business Machines Corp	$272K	0.07%	0.00%	+1.8%	Q1 2024
SHOPShopify Inc.	$263K	0.07%	0.00%	Not reported	Q1 2025
PGPROCTER & GAMBLE Co	$254K	0.07%	0.00%	+15.7%	Q2 2022
UNHUnitedhealth Group Inc	$253K	0.07%	0.00%	+4.1%	Q2 2022
CAVACava Group, Inc.	$243K	0.07%	0.00%	Not reported	Q3 2024
PDECPetals Decorative Accents, Inc.	$242K	0.07%	Not reported	-16.7%	Q2 2022
AVGOBroadcom Inc.	$216K	0.06%	0.00%	+8.9%	Q3 2025
PLTRPalantir Technologies Inc.	$206K	0.06%	0.00%	+11.8%	Q3 2025
Q4 2025Reported Jan 14, 202632 positions
SPYSPDR S&P 500 ETF Trust	$7.3M	2.02%	Not reported	+10.0%	Q2 2022
MSMorgan Stanley	$6.76M	1.86%	0.00%	0.0%	Q2 2022
COFCapital One Financial Corp	$5.54M	1.53%	0.00%	-0.4%	Q2 2025
AAPLApple Inc.	$2.99M	0.83%	0.00%	+23.7%	Q2 2022
LMTLockheed Martin Corp	$1.96M	0.54%	0.00%	-1.8%	Q2 2022
BRK.BBerkshire Hathaway Inc	$1.9M	0.52%	Not reported	+0.3%	Q2 2022
AMZNAmazon Com Inc	$1.59M	0.44%	0.00%	+0.3%	Q2 2022
NFLXNetflix Inc	$913K	0.25%	0.00%	-4.8%	Q2 2022
JPMJPMorgan Chase & Co	$745K	0.21%	0.00%	+59.1%	Q2 2024
VVisa Inc.	$690K	0.19%	0.00%	New	Q4 2025
MSFTMicrosoft Corp	$685K	0.19%	0.00%	+0.9%	Q2 2022
GOOGAlphabet Inc.	$683K	0.19%	Not reported	+0.7%	Q2 2024
JCIJohnson Controls International plc	$621K	0.17%	0.00%	+0.1%	Q3 2023
NVDANvidia Corp	$603K	0.17%	0.00%	-18.4%	Q2 2024
MCDMcdonalds Corp	$433K	0.12%	0.00%	New	Q4 2025
QCOMQualcomm Inc	$380K	0.10%	0.00%	+0.2%	Q2 2022
PEPPepsico Inc	$373K	0.10%	0.00%	New	Q4 2025
SHOPShopify Inc.	$363K	0.10%	0.00%	Not reported	Q1 2025
UANCVR Partners, LP	$344K	0.09%	0.03%	Not reported	Q4 2022
AMTAmerican Tower Corp	$343K	0.09%	0.00%	+0.1%	Q2 2022
INOVInovalon Holdings, Inc.	$339K	0.09%	Not reported	New	Q4 2025
IBMInternational Business Machines Corp	$333K	0.09%	0.00%	+0.3%	Q1 2024
TSLATesla, Inc.	$332K	0.09%	0.00%	+1.8%	Q4 2024
IDEVEndo Pharmaceuticals Solutions Inc.	$299K	0.08%	Not reported	New	Q4 2025
PDECPetals Decorative Accents, Inc.	$298K	0.08%	Not reported	-49.4%	Q2 2022
UNHUnitedhealth Group Inc	$298K	0.08%	0.00%	+3.8%	Q2 2022
XOMExxonMobil Holdings Corp	$295K	0.08%	0.00%	+37.5%	Q1 2025
ABBVAbbVie Inc.	$291K	0.08%	0.00%	+0.7%	Q4 2024
EAElectronic Arts Inc.	$287K	0.08%	Not reported	+0.4%	Q2 2022
PLTRPalantir Technologies Inc.	$228K	0.06%	0.00%	Not reported	Q3 2025
AVGOBroadcom Inc.	$224K	0.06%	0.00%	-12.8%	Q3 2025
PGPROCTER & GAMBLE Co	$219K	0.06%	0.00%	-11.8%	Q2 2022
Q3 2025Reported Oct 9, 202528 positions
SPYSPDR S&P 500 ETF Trust	$6.44M	1.96%	Not reported	-2.2%	Q2 2022
MSMorgan Stanley	$6M	1.83%	0.00%	0.0%	Q2 2022
COFCapital One Financial Corp	$4.85M	1.48%	0.00%	0.0%	Q2 2025
AAPLApple Inc.	$2.26M	0.69%	0.00%	+0.4%	Q2 2022
LMTLockheed Martin Corp	$2.04M	0.62%	0.00%	-0.1%	Q2 2022
BRK.BBerkshire Hathaway Inc	$1.89M	0.58%	Not reported	+0.2%	Q2 2022
AMZNAmazon Com Inc	$1.5M	0.46%	0.00%	-1.1%	Q2 2022
NFLXNetflix Inc	$1.23M	0.37%	0.00%	+0.1%	Q2 2022
NVDANvidia Corp	$735K	0.22%	0.00%	+2.1%	Q2 2024
MSFTMicrosoft Corp	$721K	0.22%	0.00%	+2.1%	Q2 2022
PDECPetals Decorative Accents, Inc.	$568K	0.17%	Not reported	-4.3%	Q2 2022
JCIJohnson Controls International plc	$564K	0.17%	0.00%	0.0%	Q3 2023
GOOGAlphabet Inc.	$525K	0.16%	Not reported	-4.6%	Q2 2024
JPMJPMorgan Chase & Co	$457K	0.14%	0.00%	+0.6%	Q2 2024
AMTAmerican Tower Corp	$373K	0.11%	0.00%	+0.1%	Q2 2022
QCOMQualcomm Inc	$364K	0.11%	0.00%	+0.2%	Q2 2022
SHOPShopify Inc.	$329K	0.10%	0.00%	-11.5%	Q1 2025
TSLATesla, Inc.	$319K	0.10%	0.00%	-27.6%	Q4 2024
UANCVR Partners, LP	$315K	0.10%	0.03%	Not reported	Q4 2022
IBMInternational Business Machines Corp	$310K	0.09%	0.00%	+0.3%	Q1 2024
UNHUnitedhealth Group Inc	$298K	0.09%	0.00%	Not reported	Q2 2022
ABBVAbbVie Inc.	$291K	0.09%	0.00%	+0.9%	Q4 2024
EAElectronic Arts Inc.	$282K	0.09%	Not reported	Not reported	Q2 2022
VZVerizon Communications Inc	$265K	0.08%	0.00%	Not reported	Q2 2022
PGPROCTER & GAMBLE Co	$265K	0.08%	0.00%	+1.2%	Q2 2022
AVGOBroadcom Inc.	$242K	0.07%	0.00%	New	Q3 2025
PLTRPalantir Technologies Inc.	$230K	0.07%	0.00%	New	Q3 2025
XOMExxonMobil Holdings Corp	$200K	0.06%	0.00%	Not reported	Q1 2025

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