Cypress Financial Planning LLC

Cypress Financial Planning LLC reported 103 holdings worth US$373M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 9, 2026

Cypress Financial Planning LLC reported 103 holdings worth US$373M as of Sep 30, 2026. Largest: Morgan Stanley, Capital One Financial Corporation and Apple Inc. Filed Oct 9, 2026 (Form 13F).

Holdings
103
Value as reported
US$373M

The filing in full

CompanySharesValue as reported% of portfolio
Morgan Stanley37,654US$7.08M1.9%
Capital One Financial Corporation22,722US$4.39M1.2%
Apple Inc9,705US$3.23M0.87%
Berkshire Hathaway Inc.3,327US$1.66M0.44%
Lockheed Martin Corporation3,246US$1.65M0.44%
Amazon.com, Inc.6,484US$1.62M0.43%
Nvidia Corporation3,806US$869K0.23%
Jp Morgan Chase & Co.2,273US$752K0.20%
Alphabet Inc (google) Class C2,198US$749K0.20%
Microsoft Corp.1,450US$744K0.20%
Visa Inc.1,998US$718K0.19%
Netflix, Inc.9,781US$681K0.18%
Qualcomm Incorporated2,192US$403K0.11%
Abbvie Inc.1,320US$345K0.09%
Mcdonald's Corporation1,462US$338K0.09%
Unitedhealth Group Incorporated915US$336K0.09%
Shopify Inc.2,265US$336K0.09%
American Tower Corporation (reit)1,942US$318K0.09%
Tesla, Inc.785US$279K0.07%
Procter & Gamble Company (the)1,789US$260K0.07%
Palantir Technologies Inc.1,360US$254K0.07%
International Business Machines Corporation1,142US$251K0.07%
Johnson & Johnson928US$246K0.07%
Broadcom Inc.691US$243K0.06%
Burlington Stores, Inc.866US$231K0.06%
Space Exploration Technologies Corp1,423US$215K0.06%
Electronic Arts Inc.0US$00.00%
Eli Lilly And Company0US$00.00%
Exxon Mobil Corporation0US$00.00%
Pepsico, Inc.0US$00.00%

Source

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