Cypress Financial Planning LLC
Cypress Financial Planning LLC reported 109 holdings worth US$413M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 9, 2026
Cypress Financial Planning LLC reported 109 holdings worth US$413M as of Jun 30, 2026. Largest: Morgan Stanley, Capital One Financial Corporation and Apple Inc. Filed Jul 9, 2026 (Form 13F).
- Holdings
- 109
- Value as reported
- US$413M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Morgan Stanley | 47,654 | US$9.96M | 2.4% |
| Capital One Financial Corporation | 22,701 | US$4.55M | 1.1% |
| Apple Inc | 10,524 | US$3.05M | 0.74% |
| Berkshire Hathaway Inc. | 3,696 | US$1.85M | 0.45% |
| Lockheed Martin Corporation | 3,327 | US$1.69M | 0.41% |
| Amazon.com, Inc. | 6,737 | US$1.61M | 0.39% |
| Jp Morgan Chase & Co. | 2,616 | US$856K | 0.21% |
| Nvidia Corporation | 4,038 | US$808K | 0.20% |
| Alphabet Inc (google) Class C | 2,144 | US$766K | 0.19% |
| Netflix, Inc. | 9,713 | US$694K | 0.17% |
| Visa Inc. | 1,998 | US$686K | 0.17% |
| Microsoft Corp. | 1,368 | US$510K | 0.12% |
| Exxon Mobil Corporation | 3,544 | US$484K | 0.12% |
| Qualcomm Incorporated | 2,158 | US$399K | 0.10% |
| Mcdonald's Corporation | 1,422 | US$384K | 0.09% |
| American Tower Corporation (reit) | 2,306 | US$377K | 0.09% |
| Unitedhealth Group Incorporated | 885 | US$368K | 0.09% |
| Pepsico, Inc. | 2,642 | US$358K | 0.09% |
| Abbvie Inc. | 1,318 | US$332K | 0.08% |
| Tesla, Inc. | 767 | US$323K | 0.08% |
| International Business Machines Corporation | 1,122 | US$315K | 0.08% |
| Electronic Arts Inc. | 1,401 | US$287K | 0.07% |
| Burlington Stores, Inc. | 866 | US$274K | 0.07% |
| Procter & Gamble Company (the) | 1,759 | US$258K | 0.06% |
| Shopify Inc. | 2,214 | US$253K | 0.06% |
| Broadcom Inc. | 666 | US$252K | 0.06% |
| Johnson & Johnson | 897 | US$228K | 0.06% |
| Eli Lilly And Company | 169 | US$203K | 0.05% |
| Cava Group, Inc. | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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