CYPRESS FINANCIAL PLANNING LLC

CIK 0001937021 · Q1 2026

13F Equity AUM

$362.6M

+0.1% QoQ

Positions

100

-3 QoQ

AUM Rank

#5,260

Top 42%

Skill Alpha (FF)

-4.6%/yr^ns

No Clear Edge

Rank #7,281 · Top 89%

vs S&P -11.3%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 48.2%Top 10: 71.5%Top 20: 86.0%

VCIT10.4%

VGIT10.0%

VCSH9.7%

IVV9.5%

VEA8.6%

VXF6.7%

DGRO5.0%

VNQ4.8%

ANGL3.9%

VWO2.8%

Others (90)28.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services95.1%

Other4.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 100Median: 0.18%Avg: 1.00%

0–0.5%

77(12.5%)

0.5–1%

7(4.6%)

1–3%

7(14.3%)

3–5%

2(8.7%)

5%+

7(59.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 81Unique: 19vs 20 funds

1.1%Low

100

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

JPMORGAN CHASE & CO

1.7%

BANK OF AMERICA CORP /DE/

1.7%

1.5%

2.5%

1.6%

1.3%

VANGUARD CAPITAL MANAGEMENT LLC

0.9%

GEODE CAPITAL MANAGEMENT, LLC

0.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New7Increased47Decreased36Exited10

New Positions

FEBP0.2%

+25K

MRCP0.2%

+21K

JANP0.1%

+13K

BURL0.1%

+866

IJAN0.1%

+7K

CAVA0.1%

+3K

IFEB0.1%

+8K

Increased

VGIT10.0%

+34K(+6%)

ANGL3.9%

+25K(+5%)

VCSH9.7%

+18K(+4%)

VCIT10.4%

+13K(+3%)

DGRO5.0%

+13K(+5%)

DWD2.2%

+10K(+26%)

DECP0.3%

+6K(+20%)

VEA8.6%

+5K(+1%)

VXF6.7%

+5K(+4%)

VNQ4.8%

+5K(+3%)

Decreased

SCHV0.9%

-5,981(-5%)

PSEP0.2%

-5,613(-26%)

PJUL0.1%

-5,339(-49%)

PNOV0.1%

-4,849(-49%)

ISEP0.1%

-2,386(-18%)

DISV0.2%

-2,380(-10%)

SCHG0.8%

-1,560(-2%)

VTEB0.2%

-1,171(-9%)

PDEC0.1%

-1,140(-17%)

LMT0.5%

-952(-24%)

Exited

-10,224

-9,778

-3,500

-5,876

-7,672

-7,216

-3,627

-825

-3,709

-4,665

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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