Cypress Wealth Services, LLC — 13F Holdings & Portfolio
CIK 1721527 · latest 13F-HR filed 2026-04-15
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$708.3M
Long-equity book
Holdings
397
Distinct positions
Period
2026-03-31
Filed 2026-04-15
Q/Q Activity
+31 / −23 / ↑103 / ↓130
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$4.6M +762.0%
- ISHARES TR$3.1M +90.3%
- GLOBAL X FDS$1.3M +46.7%
- BLOOM ENERGY CORP$1.0M +93.3%
- EXXON MOBIL CORP$962.2K +41.0%
Top Trims
- ISHARES TR-$14.4M -67.8%
- APPLE INC-$3.9M -8.6%
- SPDR INDEX SHS FDS-$3.8M -37.2%
- MICROSOFT CORP-$2.7M -22.3%
- ISHARES TR-$2.6M -15.0%
New Positions
- BLACKROCK ETF TRUST$12.2M
- BLACKROCK ETF TRUST$6.5M
- BLACKROCK ETF TRUST$2.6M
- VANGUARD MALVERN FDS$806.8K
- INVESCO EXCH TRD SLF IDX FD$777.6K
Exited Positions
- INNOVATOR ETFS TRUST$655.2K
- BLACKROCK CALIF MUN INCOME T$604.6K
- DIMENSIONAL ETF TRUST$420.6K
- ASTRAZENECA PLC$381.2K
- INTUITIVE SURGICAL INC$367.0K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $41.8M | 5.90% | 164,551 | SH |
| 2 | ISHARES TR | IVV | 464287200 | $30.0M | 4.23% | 45,887 | SH |
| 3 | SPDR SERIES TRUST | SPYM | 78464A854 | $27.4M | 3.87% | 357,735 | SH |
| 4 | BLACKROCK ETF TRUST | DYNF | 09290C103 | $23.8M | 3.36% | 409,616 | SH |
| 5 | ISHARES TR | IVE | 464287408 | $17.0M | 2.40% | 80,372 | SH |
| 6 | ISHARES TR | IVW | 464287309 | $16.3M | 2.30% | 144,091 | SH |
| 7 | ISHARES TR | QUAL | 46432F339 | $15.1M | 2.13% | 78,789 | SH |
| 8 | ISHARES TR | EFV | 464288877 | $14.8M | 2.09% | 199,039 | SH |
| 9 | SCHWAB STRATEGIC TR | SCHZ | 808524839 | $13.7M | 1.93% | 589,043 | SH |
| 10 | BLACKROCK ETF TRUST | CORO | 09290C764 | $12.2M | 1.73% | 380,900 | SH |
| 11 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $11.0M | 1.56% | 16,961 | SH |
| 12 | MICROSOFT CORP | MSFT | 594918104 | $9.5M | 1.34% | 25,692 | SH |
| 13 | VANGUARD WORLD FD | MGK | 921910816 | $8.8M | 1.25% | 24,079 | SH |
| 14 | VANGUARD INDEX FDS | VOO | 922908363 | $8.8M | 1.25% | 14,784 | SH |
| 15 | BLACKROCK ETF TRUST | THRO | 09290C806 | $8.8M | 1.25% | 243,871 | SH |
| 16 | BLACKROCK ETF TRUST | BAI | 09290C780 | $8.8M | 1.24% | 267,145 | SH |
| 17 | NVIDIA CORPORATION | NVDA | 67066G104 | $8.5M | 1.21% | 48,952 | SH |
| 18 | ALPHABET INC | GOOGL | 02079K305 | $8.4M | 1.18% | 29,055 | SH |
| 19 | ISHARES TR | ESGU | 46435G425 | $8.0M | 1.13% | 56,353 | SH |
| 20 | ISHARES INC | IEMG | 46434G103 | $7.7M | 1.09% | 110,616 | SH |
| 21 | ISHARES TR | IUSB | 46434V613 | $7.7M | 1.09% | 166,786 | SH |
| 22 | AMAZON COM INC | AMZN | 023135106 | $7.3M | 1.03% | 35,151 | SH |
| 23 | ISHARES TR | OEF | 464287101 | $6.8M | 0.97% | 21,509 | SH |
| 24 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $6.7M | 0.95% | 45,221 | SH |
| 25 | VANGUARD INDEX FDS | VO | 922908629 | $6.5M | 0.92% | 22,607 | SH |
| 26 | ISHARES TR | EFG | 464288885 | $6.5M | 0.91% | 58,082 | SH |
| 27 | BLACKROCK ETF TRUST | BLCR | 09290C855 | $6.5M | 0.91% | 157,224 | SH |
| 28 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $6.4M | 0.91% | 100,517 | SH |
| 29 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $6.4M | 0.91% | 136,927 | SH |
| 30 | ALPHABET INC | GOOG | 02079K107 | $6.3M | 0.88% | 21,829 | SH |
| 31 | INVESCO QQQ TR | QQQ | 46090E103 | $5.9M | 0.84% | 10,300 | SH |
| 32 | TESLA INC | TSLA | 88160R101 | $5.8M | 0.82% | 15,613 | SH |
| 33 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $5.7M | 0.81% | 5,770 | SH |
| 34 | VANGUARD INDEX FDS | VB | 922908751 | $5.7M | 0.81% | 21,797 | SH |
| 35 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $5.4M | 0.76% | 11,308 | SH |
| 36 | JPMORGAN CHASE & CO | JPM | 46625H100 | $5.4M | 0.76% | 18,374 | SH |
| 37 | ISHARES TR | MBB | 464288588 | $5.4M | 0.76% | 56,843 | SH |
| 38 | INVESCO EXCH TRADED FD TR II | SPMO | 46138E339 | $5.2M | 0.73% | 46,418 | SH |
| 39 | ISHARES TR | GOVT | 46429B267 | $5.2M | 0.73% | 227,028 | SH |
| 40 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $4.8M | 0.68% | 22,428 | SH |
| 41 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $4.6M | 0.65% | 55,291 | SH |
| 42 | ISHARES TR | PFF | 464288687 | $4.3M | 0.60% | 141,280 | SH |
| 43 | GLOBAL X FDS | SHLD | 37960A529 | $4.2M | 0.59% | 58,703 | SH |
| 44 | BROADCOM INC | AVGO | 11135F101 | $4.0M | 0.56% | 12,795 | SH |
| 45 | ISHARES TR | MTUM | 46432F396 | $3.7M | 0.52% | 15,294 | SH |
| 46 | ISHARES TR | HYG | 464288513 | $3.5M | 0.50% | 44,503 | SH |
| 47 | ISHARES TR | IVLU | 46435G409 | $3.5M | 0.50% | 89,090 | SH |
| 48 | CHEVRON CORPORATION | CVX | 166764100 | $3.4M | 0.48% | 16,415 | SH |
| 49 | ISHARES TR | IYW | 464287721 | $3.3M | 0.47% | 18,460 | SH |
| 50 | EXXON MOBIL CORP | XOM | 30231G102 | $3.3M | 0.47% | 19,516 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-15 | $708.3M | 397 | 0001721527-26-000003 |
| 2025-12-31 | 2026-01-14 | $722.7M | 389 | 0001721527-26-000002 |