CYPRESS FINANCIAL PLANNING LLC
All 13F Filings
- Location
- Haddon Heights, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 412,919
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 109 | 412,919 | 13F-HR | CYPRESS FINANCIAL PLANNING LLC |
| Q1 2026 | 4/15/2026 | 102 | 362,582 | 13F-HR | CYPRESS FINANCIAL PLANNING LLC |
| Q4 2025 | 1/14/2026 | 105 | 362,225 | 13F-HR | CYPRESS FINANCIAL PLANNING LLC |
| Q3 2025 | 10/9/2025 | 89 | 328,059 | 13F-HR | CYPRESS FINANCIAL PLANNING LLC |
| Q2 2025 | 7/11/2025 | 82 | 306,467 | 13F-HR | CYPRESS FINANCIAL PLANNING LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
4.746 K
(1.1% of total reported value)
· QoQ Δ:
+985
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 55.5 K | 13.6% | 23.56 K | 0 | 23.56 K |
| ETFs | 352.7 K | 86.4% | 25.8 K | 0 | 25.8 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
412,919
Holdings
109
QoQ value change ($000)
50,337
(13.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.