Cypress Wealth Services, LLC
13F Reported Value
ⓘ$814.9M
incl. option notional
Equity Holdings
ⓘ$812.7M
Option Notional
ⓘ$2.2M
$1.5M puts / $653,063 calls
Holdings
436
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Cypress Wealth Services, LLC disclosed 436 positions worth $814.9M in its Form 13F-HR for Q2 2026 — $812.7M in common stock plus $2.2M of put/call option positions (reported at underlying notional value, not premium at risk), followed by $AAPL. During the quarter the fund opened 50 new positions and exited 12. The portfolio is most concentrated in Other (66.6% of disclosed assets). All figures are sourced directly from Cypress Wealth Services, LLC’s Form 13F-HR filing with the SEC under CIK 1721527.
AI Fund Analysis
Concentrating
$AAPL
$TSLA
$ALPS
$PSLV
$VCVSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
SPDR SERIES TRUST - ST STR P500ETF
—Quality
$47.1M535,606 sh- 76.4#84
Quality
$47.0M162,581 sh ISHARES TR - CORE S&P500 ETF
—Quality
$44.9M59,992 shBLACKROCK ETF TRUST - ISHARES US EQUIT
—Quality
$29.3M430,577 shISHARES TR - S&P 500 GRWT ETF
—Quality
$20.3M147,840 shBLACKROCK ETF TRUST - ISHA IN CTRY ETF
—Quality
$18.7M510,139 shSCHWAB STRATEGIC TR - US AGGREGATE B
—Quality
$15.2M659,249 shISHARES TR - S&P 500 VAL ETF
—Quality
$15.1M66,607 sh- —
Quality
$13.2M17,649 sh BLACKROCK ETF TRUST - ISHA I IN TE ETF
—Quality
$11.8M223,091 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - ST STR P500ETF | — | $47.1M | 535,606 |
| Apple Inc.$AAPL | 76.4#84 | $47.0M | 162,581 |
| ISHARES TR - CORE S&P500 ETF | — | $44.9M | 59,992 |
| BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $29.3M | 430,577 |
| ISHARES TR - S&P 500 GRWT ETF | — | $20.3M | 147,840 |
| BLACKROCK ETF TRUST - ISHA IN CTRY ETF | — | $18.7M | 510,139 |
| SCHWAB STRATEGIC TR - US AGGREGATE B | — | $15.2M | 659,249 |
| ISHARES TR - S&P 500 VAL ETF | — | $15.1M | 66,607 |
 SPDR S&P 500 ETF TRUST$SPY | — | $13.2M | 17,649 |
| BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $11.8M | 223,091 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Cypress Wealth Services, LLC's 436 positions.
Showing top 10 of 436 holdings.
Sector Allocation
Other
$541.0M
Technology
$123.8M
Financials
$52.3M
Consumer Discretionary
$24.1M
Industrials
$23.9M
Healthcare
$17.6M
Energy
$10.9M
Consumer Staples
$5.5M
Top Holdings — Cypress Wealth Services, LLC (Q2 2026)
Top 150 of 436 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST - ST STR P500ETF | $47.1M | 5.8% | +50% | — |
| 2 | $AAPL | Apple Inc. | $47.0M | 5.8% | -1% | 76.4 |
| 3 | — | ISHARES TR - CORE S&P500 ETF | $44.9M | 5.5% | +31% | — |
| 4 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $29.3M | 3.6% | +5% | — |
| 5 | — | ISHARES TR - S&P 500 GRWT ETF | $20.3M | 2.5% | +3% | — |
| 6 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $18.7M | 2.3% | +34% | — |
| 7 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $15.2M | 1.9% | +12% | — |
| 8 | — | ISHARES TR - S&P 500 VAL ETF | $15.1M | 1.9% | -17% | — |
| 9 | $SPY | SPDR S&P 500 ETF TRUST | $13.2M | 1.6% | +4% | — |
| 10 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $11.8M | 1.4% | -16% | — |
| 11 | — | ISHARES TR - EAFE GRWTH ETF | $10.6M | 1.3% | +47% | — |
| 12 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $10.3M | 1.3% | +389% | — |
| 13 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $10.2M | 1.3% | +0% | — |
| 14 |  $GOOG | Alphabet Inc. | $9.9M | 1.2% | -5% | 78.2 |
| 15 | — | ISHARES TR - CORE UNIVRSL USD | $9.8M | 1.2% | +27% | — |
| 16 |  $NVDA | NVIDIA CORP | $9.8M | 1.2% | +0% | 85.9 |
| 17 |  $MSFT | MICROSOFT CORP | $9.5M | 1.2% | -0% | 79.8 |
| 18 | — | ISHARES TR - ESG AWR MSCI USA | $9.2M | 1.1% | -1% | — |
| 19 | — | ISHARES TR - MSCI USA QLT FCT | $8.5M | 1.1% | -51% | — |
| 20 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $8.5M | 1.0% | +7% | — |
| 21 | — | ISHARES TR - S&P 100 ETF | $8.5M | 1.0% | +7% | — |
| 22 |  $AMZN | AMAZON COM INC | $8.2M | 1.0% | -2% | 68.7 |
| 23 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $8.1M | 1.0% | +14% | — |
| 24 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $7.8M | 1.0% | +2% | — |
| 25 |  $GOOGL | Alphabet Inc. | $7.7M | 0.9% | -0% | 78.2 |
| 26 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $7.5M | 0.9% | -29% | — |
| 27 | — | VANGUARD INDEX FDS - MID CAP ETF | $7.2M | 0.9% | +297% | — |
| 28 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $7.1M | 0.9% | -1% | — |
| 29 | — | ISHARES INC - CORE MSCI EMKT | $6.8M | 0.8% | -25% | — |
| 30 | $TSLA | Tesla, Inc. | $6.7M | 0.8% | +3% | 53.9 |
| 31 | — | ISHARES TR - EAFE VALUE ETF | $6.7M | 0.8% | -56% | — |
| 32 | — | VANGUARD INDEX FDS - SMALL CP ETF | $6.6M | 0.8% | +0% | — |
| 33 |  $JPM | JPMORGAN CHASE & CO | $5.9M | 0.7% | -1% | 70.7 |
| 34 |  $IVZ | Invesco Ltd. | $5.8M | 0.7% | -22% | — |
| 35 | — | ISHARES TR - MBS ETF | $5.8M | 0.7% | +8% | — |
| 36 | — | ISHARES TR - US TREAS BD ETF | $5.6M | 0.7% | +7% | — |
| 37 |  $BRK.B | BERKSHIRE HATHAWAY INC | $5.5M | 0.7% | -3% | 73.8 |
| 38 |  $COST | COSTCO WHOLESALE CORP /NEW | $5.4M | 0.7% | -1% | 66.2 |
| 39 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $5.2M | 0.7% | -26% | — |
| 40 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $5.1M | 0.6% | -4% | — |
| 41 |  $BE | Bloom Energy Corp | $5.0M | 0.6% | +5% | 66.2 |
| 42 |  $AVGO | Broadcom Inc. | $4.9M | 0.6% | +2% | 84.5 |
| 43 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $4.6M | 0.6% | +2% | — |
| 44 | — | ISHARES TR - U.S. TECH ETF | $4.6M | 0.6% | -0% | — |
| 45 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $4.5M | 0.6% | NEW | — |
| 46 | — | ISHARES TR - MSCI USA MMENTM | $4.3M | 0.5% | -18% | — |
| 47 | — | ISHARES TR - PFD AND INCM SEC | $4.3M | 0.5% | -1% | — |
| 48 | — | GLOBAL X FDS - DEFENSE TECH ETF | $4.2M | 0.5% | +21% | — |
| 49 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $3.6M | 0.5% | -0% | 61.7 |
| 50 | — | ISHARES TR - MSCI INTL VLU FT | $3.6M | 0.4% | -4% | — |
| 51 | — | ISHARES TR - IBOXX HI YD ETF | $3.6M | 0.4% | +1% | — |
| 52 |  $CAT | CATERPILLAR INC | $3.2M | 0.4% | -1% | 66.5 |
| 53 |  $META | Meta Platforms, Inc. | $3.1M | 0.4% | +2% | 79.6 |
| 54 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $3.1M | 0.4% | -4% | — |
| 55 | — | BLACKROCK ETF TRUST - ISHARES DEFENSE | $3.0M | 0.4% | +18% | — |
| 56 | — | ISHARES TR - NATIONAL MUN ETF | $2.9M | 0.4% | -6% | — |
| 57 | — | ISHARES TR - SELECT DIVID ETF | $2.9M | 0.4% | -1% | — |
| 58 |  $LLY | ELI LILLY & Co | $2.9M | 0.3% | -1% | 87.5 |
| 59 |  $CSCO | CISCO SYSTEMS, INC. | $2.9M | 0.3% | -0% | 70.3 |
| 60 |  $MU | MICRON TECHNOLOGY INC | $2.8M | 0.3% | +3% | 86.2 |
| 61 |  $UPS | UNITED PARCEL SERVICE INC | $2.8M | 0.3% | -1% | 58.6 |
| 62 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $2.7M | 0.3% | -1% | — |
| 63 |  $JNJ | JOHNSON & JOHNSON | $2.7M | 0.3% | -12% | 69 |
| 64 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQU | $2.7M | 0.3% | -9% | — |
| 65 |  $CVX | CHEVRON CORP | $2.7M | 0.3% | -2% | 62.8 |
| 66 |  $IAU | ISHARES GOLD TRUST | $2.6M | 0.3% | +2% | — |
| 67 | — | ISHARES TR - 10-20 YR TRS ETF | $2.6M | 0.3% | -21% | — |
| 68 |  $XOM.R34088 | EXXON MOBIL CORP | $2.6M | 0.3% | -3% | 57.9 |
| 69 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $2.5M | 0.3% | -13% | — |
| 70 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $2.5M | 0.3% | +0% | — |
| 71 | — | VANGUARD WORLD FD - CONSUM STP ETF | $2.4M | 0.3% | -1% | — |
| 72 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $2.4M | 0.3% | +5% | — |
| 73 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | $2.2M | 0.3% | +13% | — |
| 74 |  $AXP | AMERICAN EXPRESS CO | $2.2M | 0.3% | +0% | 69.4 |
| 75 |  $GS | GOLDMAN SACHS GROUP INC | $2.2M | 0.3% | -0% | 73.5 |
| 76 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $2.1M | 0.3% | +15% | — |
| 77 | — | ISHARES TR - RUS 1000 ETF | $2.0M | 0.3% | -8% | — |
| 78 |  $SHOP | SHOPIFY INC. | $2.0M | 0.2% | -5% | 64.9 |
| 79 |  $WMT | Walmart Inc. | $2.0M | 0.2% | +3% | 60.2 |
| 80 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $1.8M | 0.2% | -41% | — |
| 81 |  $MRK | Merck & Co., Inc. | $1.8M | 0.2% | -1% | 59.9 |
| 82 | — | ISHARES TR - ESG MSCI LEADR | $1.8M | 0.2% | -2% | — |
| 83 |  $V | VISA INC. | $1.7M | 0.2% | -2% | 82.9 |
| 84 | — | ISHARES TR - EUROPE ETF | $1.7M | 0.2% | -4% | — |
| 85 | $PSLV | Sprott Physical Silver Trust | $1.7M | 0.2% | +0% | — |
| 86 |  $TXN | TEXAS INSTRUMENTS INC | $1.7M | 0.2% | +9% | 73.4 |
| 87 |  $AMAT | APPLIED MATERIALS INC /DE | $1.7M | 0.2% | -9% | 72.3 |
| 88 |  $WFC | WELLS FARGO & COMPANY/MN | $1.7M | 0.2% | -5% | 61.8 |
| 89 | — | INNOVATOR ETFS TRUST - EQUI DEFI 1 NOVE | $1.6M | 0.2% | +0% | — |
| 90 |  $RBLX | Roblox Corp | $1.6M | 0.2% | +0% | 60.3 |
| 91 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | $1.6M | 0.2% | NEW | — |
| 92 |  $VLO | VALERO ENERGY CORP/TX | $1.5M | 0.2% | +0% | 57.8 |
| 93 | — | ISHARES TR - EXPND TEC SC ETF | $1.5M | 0.2% | +0% | — |
| 94 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.5M | 0.2% | -1% | 70 |
| 95 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $1.5M | 0.2% | -20% | — |
| 96 |  $SLV | iShares Silver Trust | $1.4M | 0.2% | -1% | — |
| 97 |  $PG | PROCTER & GAMBLE Co | $1.4M | 0.2% | -20% | 64.6 |
| 98 |  $MUC | BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC. | $1.4M | 0.2% | +3% | — |
| 99 | — | VANGUARD WORLD FD - INF TECH ETF | $1.4M | 0.2% | +655% | — |
| 100 | — | ISHARES TR - GLOBAL TECH ETF | $1.4M | 0.2% | -1% | — |
| 101 |  $ENSG | ENSIGN GROUP, INC | $1.4M | 0.2% | +0% | 67.9 |
| 102 |  $PHYS | Sprott Physical Gold Trust | $1.4M | 0.2% | +0% | — |
| 103 | — | INNOVATOR ETFS TRUST - GRWT100 PWR BUF | $1.3M | 0.2% | +0% | — |
| 104 | $ALPS | Alps Group Inc | $1.3M | 0.2% | +1% | — |
| 105 | — | ISHARES TR - CORE S&P TTL STK | $1.3M | 0.2% | +3% | — |
| 106 |  $PM | Philip Morris International Inc. | $1.3M | 0.2% | -10% | 75.9 |
| 107 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST INT JUNE | $1.3M | 0.2% | +0% | — |
| 108 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.3M | 0.2% | +33% | — |
| 109 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $1.3M | 0.1% | -7% | — |
| 110 | — | ISHARES TR - ISHARES SEMICDTR | $1.2M | 0.1% | +7% | — |
| 111 | — | ISHARES TR - 0-3 MTH TREASURY | $1.2M | 0.1% | +237% | — |
| 112 |  $VZ | VERIZON COMMUNICATIONS INC | $1.2M | 0.1% | +1% | 65.8 |
| 113 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $1.2M | 0.1% | +16% | — |
| 114 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $1.2M | 0.1% | +0% | — |
| 115 |  $ABBV | AbbVie Inc. | $1.2M | 0.1% | +2% | 72.6 |
| 116 |  $AMD | ADVANCED MICRO DEVICES INC | $1.2M | 0.1% | +9% | 79.8 |
| 117 |  $ANET | Arista Networks, Inc. | $1.2M | 0.1% | +0% | 81.9 |
| 118 |  $DE | DEERE & CO | $1.1M | 0.1% | -3% | 55.4 |
| 119 | — | ISHARES TR - MSCI EAFE ETF | $1.1M | 0.1% | -2% | — |
| 120 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $1.1M | 0.1% | +0% | — |
| 121 |  $KO | COCA COLA CO | $1.1M | 0.1% | +1% | 69.5 |
| 122 |  $HD | HOME DEPOT, INC. | $1.1M | 0.1% | -12% | 60.3 |
| 123 | — | INNOVATOR ETFS TRUST - EQUITY DEFIN 1YR | $1.1M | 0.1% | -9% | — |
| 124 | — | INNOVATOR ETFS TRUST - EQUIT DEFIN JUL | $1.1M | 0.1% | +0% | — |
| 125 | — | INNOVATOR ETFS TRUST - EQUITY DEF PROTN | $1.1M | 0.1% | +0% | — |
| 126 |  $INTC | INTEL CORP | $1.0M | 0.1% | +27% | 45.6 |
| 127 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $1.0M | 0.1% | +304% | — |
| 128 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $1.0M | 0.1% | -1% | 54.9 |
| 129 | — | ISHARES TR - CORE S&P MCP ETF | $1.0M | 0.1% | -11% | — |
| 130 | — | ISHARES TR - MSCI USA VALUE | $1.0M | 0.1% | -1% | — |
| 131 | — | PACER FDS TR - US CASH COWS 100 | $1.0M | 0.1% | -1% | — |
| 132 |  $LRCX | LAM RESEARCH CORP | $998,975 | 0.1% | +2% | 79.4 |
| 133 | — | INNOVATOR ETFS TRUST - EQUITY 1YR JANUA | $991,009 | 0.1% | +57% | — |
| 134 |  $WABC | WESTAMERICA BANCORPORATION | $974,685 | 0.1% | -24% | 43.7 |
| 135 |  $ORCL | ORACLE CORP | $967,331 | 0.1% | +3% | 66.2 |
| 136 | — | ISHARES INC - EMNG MKTS EQT | $964,907 | 0.1% | +5% | — |
| 137 |  $PRK | PARK NATIONAL CORP /OH/ | $960,698 | 0.1% | +0% | 63.7 |
| 138 | — | ISHARES TR - LONG TERM MUNI | $937,941 | 0.1% | +29% | — |
| 139 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S. | $934,026 | 0.1% | NEW | — |
| 140 | $IVZ | Invesco Ltd. | $918,951 | 0.1% | +5% | — |
| 141 | — | ALPS ETF TR - ALERIAN MLP | $911,501 | 0.1% | +11% | — |
| 142 | — | ISHARES TR - CORE S&P SCP ETF | $904,988 | 0.1% | -1% | — |
| 143 | $IVZ | Invesco Ltd. | $899,616 | 0.1% | +6% | — |
| 144 | $IVZ | Invesco Ltd. | $894,868 | 0.1% | +6% | — |
| 145 | — | VANGUARD INDEX FDS - VALUE ETF | $888,936 | 0.1% | +8% | — |
| 146 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $886,475 | 0.1% | -24% | — |
| 147 | — | COLUMBIA ETF TR II - EM CORE EX ETF | $886,186 | 0.1% | +1% | — |
| 148 | — | INNOVATOR ETFS TRUST - EQUITY JAN 20227 | $861,077 | 0.1% | +0% | — |
| 149 | — | INNOVATOR ETFS TRUST - EQUI DEFI 1 JULY | $857,831 | 0.1% | -23% | — |
| 150 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $840,523 | 0.1% | -17% | — |
New Positions (50)
$AAPLPUT Apple Inc.$636,592$COSTPUT COSTCO WHOLESALE CORP /NEW$467,735
$STX Seagate Technology Holdings plc$398,545
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$396,442$SPYCALL SPDR S&P 500 ETF TRUST$373,385
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