Cypress Financial Planning LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reports that the firm manages a portfolio consisting of 103 individual securities.
The report lists a diverse mix of holdings, including major technology companies, exchange-traded funds, and financial institutions. Apple Inc. is the largest individual holding, with 9,705 shares. Other notable positions include shares of Broadcom Inc. (691 shares), Capital One Financial Corp. (22,722 shares), and Microsoft Corp. (1,450 shares). The portfolio also includes significant exposure to exchange-traded funds, such as the iShares Core S&P 500 ETF (55,415 shares) and the Vanguard Total Stock Market ETF (59,293 shares).
The filing indicates that Kurt Ruoff is the Managing Partner of Cypress Financial Planning LLC. The report was signed by Kurt Ruoff on October 8, 2026.
