Cypress Wealth Services, LLC
Sector Allocation
- Other66.5%$561.7M
- Technology16.7%$141.2M
- Financials5.7%$48.4M
- Consumer Discretionary2.9%$24.1M
- Healthcare2.3%$19.0M
- Energy1.6%$13.5M
- Consumer Staples1.4%$12.2M
- Industrials1.4%$11.7M
- Materials0.6%$4.9M
- Communication Services0.5%$4.5M
AUM History
13fpro.ai/research/fund/cypress-wealth-services-llc-1721527
Conviction and streaks
Concentrating · top 10 = 34.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$54.3M- SPDR$54.0M
- ISHARES$48.4M
- BLACKROCK$26.9M
- BLACKROCK$22.3M
- ISHARES$22.0M
- SCHWAB$17.0M
- ISHARES$15.4M
MSFT
$13.7MSPY
$13.6MNVDA
$11.9M- BLACKROCK$11.8M
- ISHARES$11.7M
- VANGUARD$11.1M
- VANGUARD$10.5M
- BLACKROCK$10.4M
GOOGL
$9.7M- ISHARES$9.6M
- ISHARES$9.1M
- ISHARES$9.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/cypress-wealth-services-llc-1721527
Cypress Wealth Services, LLC 13F holdings — Q3 2026
$847.6M portfolio (+4.0% QoQ) · 434 holdings · Q3 2026 13F · top 10 are 34% of the stock portfolio
Includes $2.4M of put/call options ($2.1M puts, $260K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $845.2M. Weights use the stock portfolio.
$54.3M
6.4% of stocks
+0.1%This quarter-0.0%Since filed11+ qtrsHeld- 2
SPDR SERIES TRUST - ST STR P500ETF
$54.0M
6.4% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - CORE S&P500 ETF
$48.4M
5.7% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
BLACKROCK ETF TRUST - ISHARES US EQUIT
$26.9M
3.2% of stocks
-11%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
BLACKROCK ETF TRUST - ISHA IN CTRY ETF
$22.3M
2.6% of stocks
+19%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - S&P 500 GRWT ETF
$22.0M
2.6% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SCHWAB STRATEGIC TR - US AGGREGATE B
$17.0M
2.0% of stocks
+17%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - S&P 500 VAL ETF
$15.4M
1.8% of stocks
+0.1%This quarter—Since filed—HeldAIQuality—Est. buy— $13.7M
1.6% of stocks
+0.8%This quarter-0.1%Since filed11+ qtrsHeld$13.6M
1.6% of stocks
-1%This quarter-1.0%Since filed11+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $54.3M | 6.4% | +0.1% | -0.0% | 11+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | SPDR SERIES TRUST - ST STR P500ETF | $54.0M | 6.4% | +10% | — | — | — | — | |
| 3 | ISHARES TR - CORE S&P500 ETF | $48.4M | 5.7% | +3% | — | — | — | — | |
| 4 | BLACKROCK ETF TRUST - ISHARES US EQUIT | $26.9M | 3.2% | -11% | — | — | — | — | |
| 5 | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $22.3M | 2.6% | +19% | — | — | — | — | |
| 6 | ISHARES TR - S&P 500 GRWT ETF | $22.0M | 2.6% | +2% | — | — | — | — | |
| 7 | SCHWAB STRATEGIC TR - US AGGREGATE B | $17.0M | 2.0% | +17% | — | — | — | — | |
| 8 | ISHARES TR - S&P 500 VAL ETF | $15.4M | 1.8% | +0.1% | — | — | — | — | |
| 9 | $13.7M | 1.6% | +0.8% | -0.1% | 11+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $13.6M | 1.6% | -1% | -1.0% | 11+ qtrs | — | Estimated buy price is Pro: unlock with a free trial |
All holdings — Cypress Wealth Services, LLC (Q3 2026)
434 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | NVIDIA CORP | Technology | $11.9M | 1.4% | 50K | +1% | 11+ qtrs | 86.0 | 13F | |
| 12 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETFetf/fund | — | $11.8M | 1.4% | 235K | +40% | — | — | 13F |
| 13 | — | ISHARES TR - CORE UNIVRSL USDetf/fund | — | $11.7M | 1.4% | 265K | +25% | — | — | 13F |
| 14 | — | VANGUARD WORLD FD - MRNGSTR MEGA CAPetf/fund | — | $11.1M | 1.3% | 116K | -1% | — | — | 13F |
| 15 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $10.5M | 1.2% | 15K | -0.6% | — | — | 13F |
| 16 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETFetf/fund | — | $10.4M | 1.2% | 209K | -6% | — | — | 13F |
| 17 | Alphabet Inc. | Technology | $9.7M | 1.1% | 28K | +0.9% | 11+ qtrs | 77.7 | 13F | |
| 18 | — | ISHARES TR - ESG AWR MSCI USAetf/fund | — | $9.6M | 1.1% | 56K | +0.0% | — | — | 13F |
| 19 | — | ISHARES TR - CORE MSCI EAFEetf/fund | — | $9.1M | 1.1% | 93K | +986% | — | — | 13F |
| 20 | — | ISHARES TR - S&P 100 ETFetf/fund | — | $9.0M | 1.1% | 23K | -0.2% | — | — | 13F |
| 21 | AMAZON COM INC | Consumer Discretionary | $8.9M | 1.1% | 35K | +2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - MSCI USA QLT FCTetf/fund | — | $8.7M | 1.0% | 38K | -0.8% | — | — | 13F |
| 23 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $8.1M | 1.0% | 115K | +0.4% | — | — | 13F |
| 24 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $8.0M | 0.9% | 11K | +0.1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | BLACKROCK ETF TRUST - ISHA US THEM ETFetf/fund | — | $7.9M | 0.9% | 177K | +2% | — | — | 13F |
| 26 | $GOOG | Alphabet Inc. | Technology | $7.7M | 0.9% | 22K | +3% | |||
| 27 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $7.2M | 0.9% | 89K | -0.5% | |||
| 28 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $7.2M | 0.8% | 46K | +2% | |||
| 29 | — | ISHARES TR - EAFE GRWTH ETF | — | $7.0M | 0.8% | 58K | -32% | |||
| 30 | — | ISHARES TR - EAFE VALUE ETF | — | $6.8M | 0.8% | 86K | -2% | |||
| 31 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $6.3M | 0.8% | 22K | -0.3% | |||
| 32 | $TSLA | Tesla, Inc. | Consumer Discretionary | $6.3M | 0.7% | 16K | +3% | |||
| 33 | $JPM | JPMORGAN CHASE & CO | Financials | $6.0M | 0.7% | 18K | +0.1% | |||
| 34 | — | ISHARES TR - US TREAS BD ETF | — | $5.9M | 0.7% | 268K | +10% | |||
| 35 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $5.7M | 0.7% | 11K | +2% | |||
| 36 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $5.4M | 0.6% | 102K | +0.7% | |||
| 37 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $5.3M | 0.6% | 5,691 | -0.6% | |||
| 38 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $5.2M | 0.6% | 22K | +2% | |||
| 39 | — | ISHARES TR - U.S. TECH ETF | — | $5.1M | 0.6% | 19K | +0.8% | |||
| 40 | $AVGO | Broadcom Inc. | Technology | $5.0M | 0.6% | 13K | +3% | |||
| 41 | $BE | Bloom Energy Corp | Technology | $4.9M | 0.6% | 17K | +0.8% | |||
| 42 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | — | $4.9M | 0.6% | 162K | +2% | |||
| 43 | — | ISHARES TR - MSCI ACWI EX US | — | $4.6M | 0.5% | 60K | New | |||
| 44 | — | ISHARES INC - CORE MSCI EMKT | — | $4.5M | 0.5% | 55K | -33% | |||
| 45 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $4.4M | 0.5% | 56K | -0.2% | |||
| 46 | $META | Meta Platforms, Inc. | Technology | $4.2M | 0.5% | 5,653 | +2% | |||
| 47 | — | ISHARES TR - PFD AND INCM SEC | — | $4.1M | 0.5% | 138K | -2% | |||
| 48 | — | GLOBAL X FDS - DEFENSE TECH ETF | — | $4.0M | 0.5% | 67K | -5% | |||
| 49 | — | ISHARES TR - MSCI INTL VLU FT | — | $3.5M | 0.4% | 83K | -2% | |||
| 50 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $3.5M | 0.4% | 9,777 | +0.0% | |||
| 51 | — | ISHARES TR - IBOXX HI YD ETF | — | $3.5M | 0.4% | 45K | +0.3% | |||
| 52 | $CVX | CHEVRON CORP | Energy | $3.3M | 0.4% | 16K | -1% | |||
| 53 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $3.1M | 0.4% | 56K | +0.0% | |||
| 54 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $3.1M | 0.4% | 19K | -2% | |||
| 55 | $CSCO | CISCO SYSTEMS, INC. | Technology | $2.9M | 0.3% | 24K | +0.7% | |||
| 56 | — | BLACKROCK ETF TRUST - ISHARES DEFENSE | — | $2.9M | 0.3% | 91K | -5% | |||
| 57 | — | ISHARES TR - SELECT DIVID ETF | — | $2.8M | 0.3% | 18K | -0.3% | |||
| 58 | $SHOP | SHOPIFY INC. | Technology | $2.8M | 0.3% | 17K | -0.3% | |||
| 59 | — | ISHARES TR - NATIONAL MUN ETF | — | $2.8M | 0.3% | 28K | +2% | |||
| 60 | $IAU | ISHARES GOLD TRUST | Financials | $2.8M | 0.3% | 36K | +3% | |||
| 61 | $LLY | ELI LILLY & Co | Healthcare | $2.8M | 0.3% | 2,377 | -0.8% | |||
| 62 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $2.7M | 0.3% | 58K | +20% | |||
| 63 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $2.7M | 0.3% | 83K | -4% | |||
| 64 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.7M | 0.3% | 11K | +0.4% | |||
| 65 | $MU | MICRON TECHNOLOGY INC | Technology | $2.6M | 0.3% | 2,533 | +4% | |||
| 66 | $CAT | CATERPILLAR INC | Industrials | $2.6M | 0.3% | 2,999 | -1% | |||
| 67 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $2.6M | 0.3% | 32K | +5% | |||
| 68 | $VLO | VALERO ENERGY CORP/TX | Energy | $2.5M | 0.3% | 5,891 | +0.1% | |||
| 69 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $2.4M | 0.3% | 26K | -0.2% | |||
| 70 | — | VANGUARD WORLD FD - CONSUM STP ETF | — | $2.4M | 0.3% | 11K | -0.9% | |||
| 71 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $2.4M | 0.3% | 30K | -0.2% | |||
| 72 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | — | $2.3M | 0.3% | 55K | +13% | |||
| 73 | — | ISHARES TR - 10-20 YR TRS ETF | — | $2.2M | 0.3% | 24K | -6% | |||
| 74 | — | ISHARES TR - RUS 1000 ETF | — | $2.0M | 0.2% | 4,814 | -2% | |||
| 75 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $2.0M | 0.2% | 34K | -3% | |||
| 76 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | — | $2.0M | 0.2% | 41K | +32% | |||
| 77 | $AXP | AMERICAN EXPRESS CO | Financials | $2.0M | 0.2% | 6,513 | +0.1% | |||
| 78 | $MRK | Merck & Co., Inc. | Healthcare | $2.0M | 0.2% | 14K | +0.5% | |||
| 79 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.9M | 0.2% | 2,146 | -0.1% | |||
| 80 | $V | VISA INC. | Financials | $1.9M | 0.2% | 5,071 | +0.7% | |||
| 81 | — | ISHARES TR - ESG MSCI LEADR | — | $1.8M | 0.2% | 13K | -0.0% | |||
| 82 | $PSLV | Sprott Physical Silver Trust | Financials | $1.8M | 0.2% | 91K | +0.0% | |||
| 83 | $WMT | Walmart Inc. | Consumer Staples | $1.8M | 0.2% | 16K | -5% | |||
| 84 | — | INNOVATOR ETFS TRUST - GRWT100 PWR BUF | — | $1.7M | 0.2% | 21K | +28% | |||
| 85 | — | ISHARES TR - EUROPE ETF | — | $1.7M | 0.2% | 23K | -0.4% | |||
| 86 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $1.6M | 0.2% | 32K | -7% | |||
| 87 | — | ISHARES TR - EXPND TEC SC ETF | — | $1.6M | 0.2% | 9,264 | -1% | |||
| 88 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.6M | 0.2% | 19K | -5% | |||
| 89 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.6M | 0.2% | 5,232 | -8% | |||
| 90 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $1.5M | 0.2% | 31K | +0.8% | |||
| 91 | $SLV | iShares Silver Trust | Financials | $1.5M | 0.2% | 28K | +2% | |||
| 92 | — | VANGUARD WORLD FD - INF TECH ETF | — | $1.5M | 0.2% | 11K | — | |||
| 93 | $ENSG | ENSIGN GROUP, INC | Healthcare | $1.5M | 0.2% | 8,458 | — | |||
| 94 | — | ISHARES TR - GLOBAL TECH ETF | — | $1.4M | 0.2% | 9,411 | -0.1% | |||
| 95 | $ANET | Arista Networks, Inc. | Technology | $1.4M | 0.2% | 6,680 | -3% | |||
| 96 | $PHYS | Sprott Physical Gold Trust | Financials | $1.4M | 0.2% | 45K | +0.1% | |||
| 97 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $1.4M | 0.2% | 29K | +24% | |||
| 98 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $1.4M | 0.2% | 16K | +90% | |||
| 99 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.4M | 0.2% | 9,268 | -5% | |||
| 100 | $PLTR | Palantir Technologies Inc. | Technology | $1.3M | 0.2% | 7,003 | +0.1% | |||
| 101 | $RBLX | Roblox Corp | Technology | $1.3M | 0.2% | 29K | -0.5% | |||
| 102 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $1.3M | 0.2% | 3,470 | +0.9% | |||
| 103 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.3M | 0.2% | 29K | -0.5% | |||
| 104 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.3M | 0.2% | 2,020 | -0.6% | |||
| 105 | — | ISHARES TR - CORE S&P TTL STK | — | $1.3M | 0.2% | 7,711 | -0.9% | |||
| 106 | $ALPS | Alps Group Inc | Healthcare | $1.3M | 0.1% | 19K | +0.6% | |||
| 107 | — | INNOVATOR ETFS TRUST - EMRGNG MKT JULY | — | $1.3M | 0.1% | 41K | New | |||
| 108 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST INT JUNE | — | $1.3M | 0.1% | 48K | — | |||
| 109 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $1.2M | 0.1% | 2,409 | +0.0% | |||
| 110 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $1.2M | 0.1% | 3,427 | -1% | |||
| 111 | $DE | DEERE & CO | Industrials | $1.2M | 0.1% | 1,786 | +0.3% | |||
| 112 | — | INNOVATOR ETFS TRUST - EQUI DEFI 1 JULY | — | $1.2M | 0.1% | 40K | +39% | |||
| 113 | $ABBV | AbbVie Inc. | Healthcare | $1.2M | 0.1% | 4,517 | -4% | |||
| 114 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $1.2M | 0.1% | 6,999 | +202% | |||
| 115 | — | INNOVATOR ETFS TRUST - EQUITY DEFIN 1YR | — | $1.2M | 0.1% | 41K | +5% | |||
| 116 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.1M | 0.1% | 5,186 | -4% | |||
| 117 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.1M | 0.1% | 3,966 | +29% | |||
| 118 | — | ISHARES TR - MSCI EAFE ETF | — | $1.1M | 0.1% | 11K | — | |||
| 119 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | — | $1.1M | 0.1% | 27K | — | |||
| 120 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.1M | 0.1% | 2,107 | -10% | |||
| 121 | $PM | Philip Morris International Inc. | Consumer Staples | $1.1M | 0.1% | 5,858 | -17% | |||
| 122 | $MUC | BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC. | Other | $1.1M | 0.1% | 113K | -10% | |||
| 123 | $BE PUT | Bloom Energy Corp | Technology | $1.1M | — | 3,700 | New | |||
| 124 | — | ISHARES TR - ISHARES SEMICDTR | — | $1.1M | 0.1% | 1,847 | -5% | |||
| 125 | — | INNOVATOR ETFS TRUST - EQUIT DEFIN JUL | — | $1.1M | 0.1% | 35K | — | |||
| 126 | — | INNOVATOR ETFS TRUST - EQUITY DEF PROTN | — | $1.1M | 0.1% | 35K | — | |||
| 127 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NASD 100 | — | $1.1M | 0.1% | 40K | New | |||
| 128 | — | PACER FDS TR - US CASH COWS 100 | — | $1.1M | 0.1% | 16K | -3% | |||
| 129 | — | ISHARES INC - EMNG MKTS EQT | — | $1.0M | 0.1% | 14K | +7% | |||
| 130 | $AIG | AMERICAN INTERNATIONAL GROUP, INC. | Financials | $1.0M | 0.1% | 14K | -0.0% | |||
| 131 | — | ISHARES TR - MSCI USA VALUE | — | $1.0M | 0.1% | 5,063 | +0.1% | |||
| 132 | — | INNOVATOR ETFS TRUST - EQUITY 1YR JANUA | — | $1.0M | 0.1% | 35K | — | |||
| 133 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $1.0M | 0.1% | 15K | +0.0% | |||
| 134 | $NFLX | NETFLIX INC | Communication Services | $997K | 0.1% | 15K | +24% | |||
| 135 | $WABC | WESTAMERICA BANCORPORATION | Financials | $976K | 0.1% | 17K | — | |||
| 136 | — | ISHARES TR - CORE S&P MCP ETF | — | $971K | 0.1% | 13K | — | |||
| 137 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQU | — | $970K | 0.1% | 31K | -65% | |||
| 138 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S. | — | $961K | 0.1% | 23K | — | |||
| 139 | $PRK | PARK NATIONAL CORP /OH/ | Financials | $946K | 0.1% | 5,250 | — | |||
| 140 | $ORCL | ORACLE CORP | Technology | $941K | 0.1% | 6,502 | -1% | |||
| 141 | — | INNOVATOR ETFS TRUST - EQUITY DEFINE 28 | — | $935K | 0.1% | 31K | +171% | |||
| 142 | $IVZ | Invesco Ltd. | Financials | $925K | 0.1% | 47K | +0.6% | |||
| 143 | $KO | COCA COLA CO | Consumer Staples | $924K | 0.1% | 11K | -20% | |||
| 144 | $IVZ | Invesco Ltd. | Financials | $919K | 0.1% | 6,005 | -83% | |||
| 145 | $IBIT | iShares Bitcoin Trust ETF | Financials | $907K | 0.1% | 19K | +4% | |||
| 146 | $IVZ | Invesco Ltd. | Financials | $898K | 0.1% | 46K | +0.6% | |||
| 147 | — | ALPS ETF TR - ALERIAN MLP | — | $894K | 0.1% | 17K | -3% | |||
| 148 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $893K | 0.1% | 4,079 | — | |||
| 149 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $893K | 0.1% | 1,361 | +13% | |||
| 150 | $IVZ | Invesco Ltd. | Financials | $889K | 0.1% | 44K | -0.3% |
What changed in Q3 2026
Against the previous quarter's 13F: 18 new, 167 added to, 158 trimmed, 22 sold out. Share-count changes; largest moves by dollar size first.
New positions (18)
- ISHARES TR - MSCI ACWI EX US$4.6M
first bought this quarter
- INNOVATOR ETFS TRUST - EMRGNG MKT JULY$1.3M
first bought this quarter
$BEPUTBloom Energy Corp$1.1M
first bought this quarter
- FIRST TR EXCHNG TRADED FD VI - FT VEST NASD 100$1.1M
first bought this quarter
- EVERPURE INC - CL A$354K
first bought this quarter
- BLACKROCK ETF TRUST II - ISHAR BACKE ETF$302K
first bought this quarter
+12 more in the Excel export
Added to (167)
- ISHARES TR - CORE MSCI EAFE+986%
now $9.1M
- SPDR SERIES TRUST - ST STR P500ETF+10%
now $54.0M
- BLACKROCK ETF TRUST - ISHA IN CTRY ETF+19%
now $22.3M
- BLACKROCK ETF TRUST - ISHA LA CORE ETF+40%
now $11.8M
- SCHWAB STRATEGIC TR - US AGGREGATE B+17%
now $17.0M
- ISHARES TR - CORE UNIVRSL USD+25%
now $11.7M
+161 more in the Excel export
Trimmed (158)
- ISHARES TR - MBS ETF-86%
now $781K
- ISHARES TR - MSCI USA MMENTM-87%
now $538K
- BLACKROCK ETF TRUST - ISHARES US EQUIT-11%
now $26.9M
- ISHARES TR - EAFE GRWTH ETF-32%
now $7.0M
- ISHARES INC - CORE MSCI EMKT-33%
now $4.5M
- AIM ETF PRODUCTS TRUST - ALLIANZIM US EQU-65%
now $970K
+152 more in the Excel export
Holdings by quarter
Every 13F Cypress Wealth Services, LLC has filed, 35 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 21, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Cypress Wealth Services's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-1.4%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 20% over the last 4
Top 10 weight
34%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Cypress Wealth Services, LLC disclosed 434 positions worth $847.6M in its Form 13F-HR for Q3 2026 — $845.2M in common stock plus $2.4M of put/call option positions (reported at underlying notional value, not premium at risk), led by $AAPL (Apple Inc.) at 6.4% of the equity portfolio. During the quarter the fund opened 18 new positions and exited 22. The portfolio is most concentrated in Other (66.5% of disclosed assets). All figures are sourced directly from Cypress Wealth Services, LLC’s Form 13F-HR filing with the SEC under CIK 1721527.
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AI-Powered Hedge Fund Analysis: Cypress Wealth Services, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Cypress Wealth Services, LLC (SEC CIK: 1721527), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Cypress Wealth Services, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.