CYPRESS FINANCIAL PLANNING LLC

Q1 2026 13F-HR Holdings

Location
Haddon Heights, NJ
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
102
Total value ($000)
$362,582
Net value change ($000)
+357 (0.1%)
New positions
7
Sold out positions
10
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 1,713 4.9%
VCSH 1,192 3.5%
DGRO 989 5.8%
VEA 968 3.2%
FEBP 773 NEW
MRCP 661 NEW
VCIT 552 1.5%
ANGL 423 3.1%
VXF 420 1.8%
JANP 405 NEW
Top Reduces (Value $000, Stocks/ETFs)
COF -1,398 -25.2%
IVV -879 -2.5%
MS -543 -8.0%
PAUG -424 -100.0%
SPY -422 -5.8%
PFEB -417 -100.0%
SCHG -394 -12.1%
UAN -344 -100.0%
POCT -338 -100.0%
XLF -324 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 3,761 (1.0% 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