Cypress Wealth Services, LLC
CIK: 0001721527Latest portfolio: $722.7M · Q4 2025
Holdings
389
Total Value
$722.7M
New Positions
56
Closed Positions
13
Top Holdings
View All 389 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 168,039 | $45.7M | 6.32% | +32K | |
| 2 | SPYMSPDR SERIES TRUST | 367,295 | $29.5M | 4.08% | +46K | |
| 3 | IVVISHARES TR | 42,088 | $28.8M | 3.99% | -48 | |
| 4 | DYNFBLACKROCK ETF TRUST | 418,852 | $25.5M | 3.52% | +34K | |
| 5 | OEFISHARES TR | 61,874 | $21.2M | 2.94% | +4K | |
| 6 | IVEISHARES TR | 89,705 | $19.0M | 2.63% | +30K | |
| 7 | IVWISHARES TR | 141,462 | $17.4M | 2.41% | +8K | |
| 8 | EFVISHARES TR | 243,810 | $17.4M | 2.41% | -9,674 | |
| 9 | QUALISHARES TR | 79,693 | $15.8M | 2.19% | -39,449 | |
| 10 | SCHZSCHWAB STRATEGIC TR | 549,682 | $12.8M | 1.78% | +57K | |
| 11 | MSFTMICROSOFT CORP | 25,325 | $12.2M | 1.69% | +8K | |
| 12 | SPYSPDR S&P 500 ETF TR | 17,850 | $12.2M | 1.68% | +2K | |
| 13 | MGKVANGUARD WORLD FD | 25,138 | $10.4M | 1.44% | -743 | |
| 14 | SPEMSPDR INDEX SHS FDS | 218,620 | $10.2M | 1.42% | +59K | |
| 15 | NVDANVIDIA CORPORATION | 50,576 | $9.4M | 1.31% | +8K | |
| 16 | GOOGLALPHABET INC | 29,794 | $9.3M | 1.29% | +1K | |
| 17 | ESGUISHARES TR | 57,940 | $8.6M | 1.19% | -565 | |
| 18 | THROBLACKROCK ETF TRUST | 222,410 | $8.6M | 1.19% | +26K | |
| 19 | VOOVANGUARD INDEX FDS | 13,608 | $8.5M | 1.18% | +219 | |
| 20 | AMZNAMAZON COM INC | 35,990 | $8.3M | 1.15% | +8K | |
| 21 | BAIBLACKROCK ETF TRUST | 248,993 | $8.3M | 1.15% | +37K | |
| 22 | IEMGISHARES INC | 122,835 | $8.3M | 1.14% | +30K | |
| 23 | GOOGALPHABET INC | 22,941 | $7.2M | 1.00% | +3K | |
| 24 | IUSBISHARES TR | 150,758 | $7.0M | 0.97% | +9K | |
| 25 | TSLATESLA INC | 15,442 | $6.9M | 0.96% | +3K |
Quarterly Changes
New Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Unknown0.0% ($6.449590951425025e+139T)
Technology0.0% ($4.5682122479432446e+114T)
Healthcare0.0% ($2.8272539150814407e+61T)
Industrials0.0% ($2.500169411008477e+50T)
Consumer Cyclical0.0% ($8.307694430521224e+45T)
Basic Materials0.0% ($8.547444373333233e+30T)
Energy0.0% ($2.5282348104073164e+28T)
Consumer Defensive0.0% ($490720301969942511616.0T)
Communication Services0.0% ($9325719836071090176.0T)
Utilities0.0% ($661373333302.2T)
Real Estate0.0% ($581.4B)
Filing History
Fund Information
Cypress Wealth Services, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $722.7M across 389 holdings. The largest position is APPLE INC (AAPL), representing 6.3% of the portfolio. Compared to the previous quarter, the fund opened 57 new positions and closed 14 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.