CYPRESS FINANCIAL PLANNING LLC

Q2 2026 13F-HR Holdings

Location
Haddon Heights, NJ
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
109
Total value ($000)
$412,919
Net value change ($000)
+50,337 (13.9%)
New positions
16
Sold out positions
9
Turnover %
7.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
JMBS 18,680 NEW
IVV 6,929 20.2%
VXF 5,511 22.8%
MS 3,750 60.4%
VEA 3,672 11.7%
QQQ 2,484 NEW
VCIT 2,368 6.3%
VGIT 2,258 6.2%
DGRO 2,083 11.5%
VNQ 1,689 9.7%
Top Reduces (Value $000, Stocks/ETFs)
ANGL -13,882 -98.1%
SJNK -1,546 -100.0%
DFAS -830 -100.0%
DISV -805 -100.0%
HYD -611 -100.0%
PJUL -251 -100.0%
CAVA -243 -100.0%
NFLX -233 -25.1%
JNK -233 -100.0%
PLTR -206 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 4,745 (1.1% 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