CYPRESS FINANCIAL PLANNING LLC

Q4 2025 13F-HR Holdings

Location
Haddon Heights, NJ
Holdings as of
12/31/2025
Date filed
1/14/2026
Form type
13F-HR
Num holdings
105
Total value ($000)
$362,225
Net value change ($000)
+34,166 (10.4%)
New positions
18
Sold out positions
2
Turnover %
4.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/9/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VGIT 7,080 25.6%
VCSH 6,797 25.0%
DGRO 3,823 28.6%
SCHG 3,257 NEW
SCHV 3,254 NEW
VEA 3,183 11.7%
DFCF 1,352 NEW
DFSD 1,302 NEW
DGCB 1,292 NEW
IVV 1,210 3.6%
Top Reduces (Value $000, Stocks/ETFs)
XLF -8,291 -96.2%
VNQ -6,649 -28.1%
NFLX -312 -25.5%
PDEC -270 -47.5%
VZ -265 -100.0%
IYR -259 -43.9%
PAPR -222 -100.0%
PAUG -207 -32.8%
POCT -150 -30.7%
NVDA -132 -18.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 4,528 (1.3% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type