Cypress Wealth Services, LLC 13F Holdings · Q2 2026
Cypress Wealth Services, LLC reported 422 securities worth $814.94M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (5.85%), SPYM (5.78%), IVV (5.51%). Among its top 25 positions this quarter: 17 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $47.7M | 5.85% | 164,781 | Added |
| 2 | SPYM | SPDR SERIES TRUST | $47.1M | 5.78% | 535,606 | Added |
| 3 | IVV | ISHARES TR | $44.9M | 5.51% | 59,992 | Added |
| 4 | DYNF | BLACKROCK ETF TRUST | $29.3M | 3.59% | 430,577 | Added |
| 5 | IVW | ISHARES TR | $20.3M | 2.49% | 147,840 | Added |
| 6 | CORO | BLACKROCK ETF TRUST | $18.7M | 2.29% | 510,139 | Added |
| 7 | SCHZ | SCHWAB STRATEGIC TR | $15.2M | 1.87% | 659,249 | Added |
| 8 | IVE | ISHARES TR | $15.1M | 1.86% | 66,607 | Trimmed |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $13.6M | 1.66% | 18,149 | Added |
| 10 | BAI | BLACKROCK ETF TRUST | $11.8M | 1.44% | 223,091 | Trimmed |
| 11 | EFG | ISHARES TR | $10.6M | 1.30% | 85,176 | Added |
| 12 | MGK | VANGUARD WORLD FD | $10.3M | 1.27% | 117,719 | Added |
| 13 | VOO | VANGUARD INDEX FDS | $10.2M | 1.25% | 14,794 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $10.1M | 1.24% | 50,475 | Added |
| 15 | GOOGL | ALPHABET INC | $9.9M | 1.21% | 27,595 | Trimmed |
| 16 | IUSB | ISHARES TR | $9.8M | 1.20% | 212,533 | Added |
| 17 | MSFT | MICROSOFT CORP | $9.5M | 1.17% | 25,579 | Trimmed |
| 18 | ESGU | ISHARES TR | $9.2M | 1.13% | 56,035 | Trimmed |
| 19 | BLCR | BLACKROCK ETF TRUST | $8.5M | 1.04% | 167,959 | Added |
| 20 | OEF | ISHARES TR | $8.5M | 1.04% | 23,100 | Added |
| 21 | QUAL | ISHARES TR | $8.5M | 1.04% | 38,773 | Trimmed |
| 22 | AMZN | AMAZON COM INC | $8.2M | 1.00% | 34,351 | Trimmed |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | $8.1M | 1.00% | 114,099 | Added |
| 24 | QQQ | INVESCO QQQ TR | $7.8M | 0.96% | 10,653 | Added |
| 25 | GOOG | ALPHABET INC | $7.7M | 0.94% | 21,751 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR