Cypress Financial Planning LLC ETF holdings
Haddon Heights, NJ
Reported $375.3M in 77 ETFs in its Form 13F for June 30, 2026.
ETF value
$375.3M
ETFs held
77
Change from prior quarter
+13.3%
With price moves
ETFs as a share of its 13F
91.9%
of $408.2M
Top 10 of 77 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $41.3M | 55,110 | +2,536 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $40.0M | 484,328 | +29,198 shares |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $38.7M | 655,795 | +44,190 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $36.6M | 462,522 | +18,328 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $34.9M | 490,368 | +2,427 shares |
| VXF | Vanguard Extended Market ETF | $29.7M | 120,709 | +3,073 shares |
| DGRO | iShares Core Dividend Growth ETF | $20.2M | 267,041 | +8,329 shares |
| VNQ | Vanguard Real Estate ETF | $19.0M | 197,512 | +1,829 shares |
| JMBS | Janus Henderson Mortgage-Backed Securities ETF | $18.7M | 415,201 | New position |
| IEFA | iShares Core MSCI EAFE ETF | $11.9M | 122,913 | +10,131 shares |
67 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001937021. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Cypress Financial Planning LLC own?
Cypress Financial Planning LLC reported 77 ETF positions worth $375.3M in its Form 13F for June 30, 2026. The largest was IVV, at $41.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.