13F Filings History of CYPRESS FINANCIAL PLANNING LLC

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$357,696,698
Signature - Title
Jeffrey Jones - Principal
Location
Haddon Heights, NJ
Summary
This page shows a list of all the recent 13F filings made by CYPRESS FINANCIAL PLANNING LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CYPRESS FINANCIAL PLANNING LLC reported 102 stock holdings with total value $357,696,698 as of Q4 2025. Top holdings included VCIT, IVV, VGIT, VCSH, and VEA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 102 $357,696,698 +$44,783,143 -$17,103,573 +$27,679,570 VCIT, IVV, VGIT, VCSH, VEA 13F-HR 14 Jan 2026, 10:41
Q3 2025 86 $325,737,945 +$9,577,050 -$1,933,496 +$7,643,554 VCIT, IVV, VGIT, VCSH, VEA 13F-HR 09 Oct 2025, 09:49
Q2 2025 80 $304,392,930 +$18,036,357 -$6,457,424 +$11,578,933 VCIT, IVV, VGIT, VEA, VCSH 13F-HR 10 Jul 2025, 17:51
Q1 2025 79 $277,210,358 +$12,743,324 -$7,424,211 +$5,319,113 VCIT, IVV, VGIT, VCSH, VEA 13F-HR 09 Apr 2025, 15:00
Q4 2024 79 $272,513,385 +$11,639,248 -$3,213,887 +$8,425,361 IVV, VCIT, VGIT, VCSH, VEA 13F-HR 13 Jan 2025, 19:15
Q3 2024 76 $270,462,844 +$21,200,173 -$4,835,959 +$16,364,214 VCIT, IVV, VGIT, VEA, VCSH 13F-HR 07 Oct 2024, 17:28
Q2 2024 68 $238,977,824 +$23,045,597 -$3,149,594 +$19,896,003 IVV, VCIT, VEA, VGIT, VCSH 13F-HR 16 Jul 2024, 17:40
Q1 2024 66 $218,372,437 +$102,808,927 -$854,106 +$101,954,821 VCIT, IVV, VEA, VCSH, VXF 13F-HR 12 Apr 2024, 14:31
Q4 2023 42 $110,171,841 +$2,456,518 -$77,125,515 -$74,668,997 VCIT, IVV, VEA, VXF, VIG 13F-HR 09 Jan 2024, 17:49
Q3 2023 58 $173,026,934 +$10,522,703 -$4,332,918 +$6,189,785 VCIT, IVV, VCSH, VEA, VIG 13F-HR 10 Oct 2023, 21:01
Q2 2023 54 $174,484,995 +$6,513,830 -$1,006,942 +$5,506,888 VCIT, IVV, VIG, VEA, VCSH 13F-HR 11 Jul 2023, 21:12
Q1 2023 55 $164,170,138 +$11,673,965 -$4,183,940 +$7,490,025 VCIT, IVV, VIG, VEA, VCSH 13F-HR 07 Apr 2023, 13:22
Q4 2022 50 $149,698,122 +$6,431,905 -$6,411,981 +$19,924 VCIT, IVV, VIG, VEA, VCSH 13F-HR 30 Jan 2023, 20:05
Q3 2022 51 $140,898,000 +$6,770,280 -$3,194,144 +$3,576,136 VCIT, IVV, VIG, VCSH, VEA 13F-HR 13 Oct 2022, 07:03
Q2 2022 54 $145,910,000 $0 $0 $0 VCIT, IVV, VIG, VCSH, VEA 13F-HR 20 Jul 2022, 07:48