CYPRESS FINANCIAL PLANNING LLC
All 13F Filings
- Location
- Haddon Heights, NJ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 373,475
- Description
- —
- Website
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 103 | 373,475 | 13F-HR | CYPRESS FINANCIAL PLANNING LLC |
| 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):
2.666 K
(0.7% of total reported value)
· QoQ Δ:
-2.08 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 53.5 K | 14.4% | 0 | 2 K | -2 K |
| ETFs | 317.3 K | 85.6% | 0 | 35.37 K | -35.37 K |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
373,475
Holdings
103
QoQ value change ($000)
-39,444
(-9.6%)
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.