Cypress Wealth Services, LLC

Est. AUM

$814.9M

13F long equity, this entity only

Positions

436

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	ST STR P500ETF	$47.1M	535606	5.78%	SOLE
2	APPLE INC	COM	$47.0M	162581	5.77%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$44.9M	59992	5.51%	SOLE
4	BLACKROCK ETF TRUST	ISHARES US EQUIT	$29.3M	430577	3.59%	SOLE
5	ISHARES TR	S&P 500 GRWT ETF	$20.3M	147840	2.49%	SOLE
6	BLACKROCK ETF TRUST	ISHA IN CTRY ETF	$18.7M	510139	2.29%	SOLE
7	SCHWAB STRATEGIC TR	US AGGREGATE B	$15.2M	659249	1.87%	SOLE
8	ISHARES TR	S&P 500 VAL ETF	$15.1M	66607	1.86%	SOLE
9	STATE STR SPDR S&P 500 ETF T	TR UNIT	$13.2M	17649	1.62%	SOLE
10	BLACKROCK ETF TRUST	ISHA I IN TE ETF	$11.8M	223091	1.44%	SOLE
11	ISHARES TR	EAFE GRWTH ETF	$10.6M	85176	1.30%	SOLE
12	VANGUARD WORLD FD	MEGA GRWTH IND	$10.3M	117719	1.27%	SOLE
13	VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.2M	14794	1.25%	SOLE
14	ALPHABET INC	CAP STK CL A	$9.9M	27595	1.21%	SOLE
15	ISHARES TR	CORE UNIVRSL USD	$9.8M	212533	1.20%	SOLE
16	NVIDIA CORPORATION	COM	$9.8M	48975	1.20%	SOLE
17	MICROSOFT CORP	COM	$9.5M	25579	1.17%	SOLE
18	ISHARES TR	ESG AWR MSCI USA	$9.2M	56035	1.13%	SOLE
19	ISHARES TR	MSCI USA QLT FCT	$8.5M	38773	1.04%	SOLE
20	BLACKROCK ETF TRUST	ISHA LA CORE ETF	$8.5M	167959	1.04%	SOLE
21	ISHARES TR	S&P 100 ETF	$8.5M	23100	1.04%	SOLE
22	AMAZON COM INC	COM	$8.2M	34351	1.00%	SOLE
23	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$8.1M	114099	1.00%	SOLE
24	INVESCO QQQ TR	UNIT SER 1	$7.8M	10553	0.95%	SOLE
25	ALPHABET INC	CAP STK CL C	$7.7M	21751	0.94%	SOLE
26	BLACKROCK ETF TRUST	ISHA US THEM ETF	$7.5M	174175	0.92%	SOLE
27	VANGUARD INDEX FDS	MID CAP ETF	$7.2M	89687	0.89%	SOLE
28	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$7.1M	44777	0.87%	SOLE
29	ISHARES INC	CORE MSCI EMKT	$6.8M	82503	0.84%	SOLE
30	TESLA INC	COM	$6.7M	16005	0.83%	SOLE
31	ISHARES TR	EAFE VALUE ETF	$6.7M	87184	0.82%	SOLE
32	VANGUARD INDEX FDS	SMALL CP ETF	$6.6M	21838	0.81%	SOLE
33	JPMORGAN CHASE & CO	COM	$5.9M	18115	0.73%	SOLE
34	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$5.8M	36043	0.71%	SOLE
35	ISHARES TR	MBS ETF	$5.8M	61414	0.71%	SOLE
36	ISHARES TR	US TREAS BD ETF	$5.6M	243728	0.68%	SOLE
37	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.5M	10983	0.67%	SOLE
38	COSTCO WHOLESALE CORPORATION	COM	$5.4M	5723	0.66%	SOLE
39	SPDR INDEX SHS FDS	ST PORT MARK ETF	$5.2M	101303	0.64%	SOLE
40	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.1M	21472	0.62%	SOLE
41	BLOOM ENERGY CORP	COM CL A	$5.0M	16544	0.61%	SOLE
42	BROADCOM INC	COM	$4.9M	12989	0.60%	SOLE
43	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$4.6M	56220	0.57%	SOLE
44	ISHARES TR	U.S. TECH ETF	$4.6M	18410	0.57%	SOLE
45	BLACKROCK ETF TRUST	ISHA SYST AL ETF	$4.5M	158734	0.55%	SOLE
46	ISHARES TR	MSCI USA MMENTM	$4.3M	12532	0.53%	SOLE
47	ISHARES TR	PFD AND INCM SEC	$4.3M	140409	0.53%	SOLE
48	GLOBAL X FDS	DEFENSE TECH ETF	$4.2M	70822	0.52%	SOLE
49	MARRIOTT INTL INC NEW	CL A	$3.6M	9774	0.44%	SOLE
50	ISHARES TR	MSCI INTL VLU FT	$3.6M	85628	0.44%	SOLE

1–50 of 436

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.