Holdings
Cypress Financial Planning LLC
As of Sep 30, 2026, Cypress Financial Planning LLC reported 26 positions worth US$28.2M. Largest: Morgan Stanley, Capital One Financial Corporation and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Morgan Stanley | 37,654 | US$7.08M | −10,000 | Sep 30, 2026 |
| Capital One Financial Corporation | 22,722 | US$4.39M | +21 | Sep 30, 2026 |
| Apple Inc | 9,705 | US$3.23M | −819 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 3,327 | US$1.66M | −369 | Sep 30, 2026 |
| Lockheed Martin Corporation | 3,246 | US$1.65M | −81 | Sep 30, 2026 |
| Amazon.com, Inc. | 6,484 | US$1.62M | −253 | Sep 30, 2026 |
| Nvidia Corporation | 3,806 | US$869K | −232 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 2,273 | US$752K | −343 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 2,198 | US$749K | +54 | Sep 30, 2026 |
| Microsoft Corp. | 1,450 | US$744K | +82 | Sep 30, 2026 |