Cypress Financial Planning LLC reported 27 positions worth $28.96M for the quarter ended Sep 30, 2026, down 11.1% on the prior quarter. It opened 2 new positions, added to 15, trimmed 8 and exited 3. Its largest holding is Morgan Stanley at 24.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PLTR Palantir Technologies Inc. | +1,360 | – | $254.39K | 0.879% |
| SPCX Space Exploration Technologies Corp | +1,423 | – | $214.67K | 0.741% |
| MSFT Microsoft Corp | +82 | +6.0% | $42.07K | 2.57% |
| UNH Unitedhealth Group Inc | +30 | +3.4% | $11.02K | 1.16% |
| GOOG Alphabet Inc. | +29 | +1.3% | $9.88K | 2.59% |
| MCD Mcdonalds Corp | +40 | +2.8% | $9.24K | 1.17% |
| AVGO Broadcom Inc. | +25 | +3.8% | $8.77K | 0.837% |
| JNJ Johnson & Johnson | +31 | +3.5% | $8.21K | 0.848% |
| SHOP Shopify Inc. | +51 | +2.3% | $7.56K | 1.16% |
| TSLA Tesla, Inc. | +18 | +2.3% | $6.39K | 0.962% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MS Morgan Stanley | -10.0K | -21.0% | $1.88M | 24.46% |
| XOM ExxonMobil Holdings Corp | -3,544 | -100.0% | $484.48K | Exited |
| PEP Pepsico Inc | -2,642 | -100.0% | $357.70K | Exited |
| AAPL Apple Inc. | -819 | -7.8% | $272.76K | 11.16% |
| LLY ELI LILLY & Co | -169 | -100.0% | $203.02K | Exited |
| BRK-B Berkshire Hathaway Inc | -369 | -10.0% | $183.76K | 5.72% |
| JPM Jpmorgan Chase & Co | -343 | -13.1% | $113.46K | 2.6% |
| AMZN Amazon Com Inc | -253 | -3.8% | $63.04K | 5.58% |
| AMT American Tower Corp | -364 | -15.8% | $59.59K | 1.1% |
| NVDA Nvidia Corp | -232 | -5.7% | $52.98K | 3% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MS Morgan Stanley | Financial Services | 37.7K | $7.08M | 24.46% | -10.0K | -21.0% | Reduced | 0% |
| 2 | COF Capital One Financial Corp | Financial Services | 22.7K | $4.39M | 15.15% | +21 | +0.1% | Added | 0% |
| 3 | AAPL Apple Inc. | Technology | 9,705 | $3.23M | 11.16% | -819 | -7.8% | Reduced | 0% |
| 4 | BRK-B Berkshire Hathaway Inc | Financial Services | 3,327 | $1.66M | 5.72% | -369 | -10.0% | Reduced | 0% |
| 5 | LMT Lockheed Martin Corp | Industrials | 3,246 | $1.65M | 5.71% | -81 | -2.4% | Reduced | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 6,484 | $1.62M | 5.58% | -253 | -3.8% | Reduced | 0% |
| 7 | NVDA Nvidia Corp | Technology | 3,806 | $869.14K | 3% | -232 | -5.7% | Reduced | 0% |
| 8 | JCI Johnson Controls International plc | Industrials | 5,135 | $763.32K | 2.64% | +1 | +0.0% | Added | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 2,273 | $751.91K | 2.6% | -343 | -13.1% | Reduced | 0% |
| 10 | GOOG Alphabet Inc. | Technology | 2,198 | $749.01K | 2.59% | +29 | +1.3% | Added | 0% |
| 11 | MSFT Microsoft Corp | Technology | 1,450 | $743.83K | 2.57% | +82 | +6.0% | Added | 0% |
| 12 | V Visa Inc. | Financial Services | 1,998 | $718.01K | 2.48% | 0 | 0.0% | Unchanged | 0% |
| 13 | NFLX Netflix Inc | Technology | 9,781 | $680.56K | 2.35% | +68 | +0.7% | Added | 0% |
| 14 | QCOM Qualcomm Inc | Technology | 2,192 | $403.48K | 1.39% | +34 | +1.6% | Added | 0% |
| 15 | ABBV AbbVie Inc. | Healthcare | 1,320 | $345.36K | 1.19% | +2 | +0.2% | Added | 0% |
Tip. Select a row to see that position’s full history at Cypress Financial Planning.
As of its Q3 2026 13F filing, Cypress Financial Planning LLC’s five largest positions were Morgan Stanley (MS) at 24.5%, Capital One Financial Corp (COF) at 15.2%, Apple Inc. (AAPL) at 11.2%, Berkshire Hathaway Inc (BRK-B) at 5.7%, Lockheed Martin Corp (LMT) at 5.7% of the reported portfolio.
Cypress Financial Planning LLC reported a 13F portfolio worth $28.96M across 27 positions for Q3 2026. That is down 11.1% from the previous quarter.
Its largest purchases by value were Palantir Technologies Inc. ($254.39K), Space Exploration Technologies Corp ($214.67K), Microsoft Corp ($42.07K). It opened 2 new positions.
Its largest sales by value were Morgan Stanley ($1.88M), ExxonMobil Holdings Corp ($484.48K), Pepsico Inc ($357.70K). It exited 3 positions entirely.
From the Form 13F-HR reports Cypress Financial Planning LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.