Cypress Wealth Services, LLC Q3 2025 Filing
Filed October 15, 2025
Portfolio Value
$610.6B
Holdings
346
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (346 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 136,156 | $34.7B | 5.68% | |
| 2 | IVVISHARES TR | 42,136 | $28.2B | 4.62% | |
| 3 | SPYMSPDR SERIES TRUST | 321,343 | $25.2B | 4.12% | |
| 4 | QUALISHARES TR | 119,142 | $23.2B | 3.79% | |
| 5 | DYNFBLACKROCK ETF TRUST | 384,616 | $22.8B | 3.73% | |
| 6 | OEFISHARES TR | 57,479 | $19.1B | 3.13% | |
| 7 | EFVISHARES TR | 253,484 | $17.2B | 2.82% | |
| 8 | IVWISHARES TR | 133,856 | $16.2B | 2.65% | |
| 9 | IVEISHARES TR | 59,479 | $12.3B | 2.01% | |
| 10 | SCHZSCHWAB STRATEGIC TR | 492,968 | $11.6B | 1.89% | |
| 11 | MGKVANGUARD WORLD FD | 25,881 | $10.4B | 1.71% | |
| 12 | SPYSPDR S&P 500 ETF TR | 15,535 | $10.3B | 1.69% | |
| 13 | MSFTMICROSOFT CORP | 16,927 | $8.8B | 1.44% | |
| 14 | ESGUISHARES TR | 58,505 | $8.5B | 1.39% | |
| 15 | VOOVANGUARD INDEX FDS | 13,389 | $8.2B | 1.34% | |
| 16 | NVDANVIDIA CORPORATION | 42,262 | $7.9B | 1.29% | |
| 17 | SPEMSPDR INDEX SHS FDS | 160,106 | $7.5B | 1.23% | |
| 18 | THROBLACKROCK ETF TRUST | 196,804 | $7.5B | 1.22% | |
| 19 | BAIBLACKROCK ETF TRUST | 211,561 | $7.2B | 1.18% | |
| 20 | GOOGLALPHABET INC | 28,425 | $6.9B | 1.13% | |
| 21 | VOVANGUARD INDEX FDS | 23,281 | $6.8B | 1.12% | |
| 22 | IUSBISHARES TR | 141,959 | $6.6B | 1.09% | |
| 23 | VYMVANGUARD WHITEHALL FDS | 45,877 | $6.5B | 1.06% | |
| 24 | IEMGISHARES INC | 93,332 | $6.2B | 1.01% | |
| 25 | AMZNAMAZON COM INC | 27,500 | $6.0B | 0.99% | |
| 26 | VEAVANGUARD TAX-MANAGED FDS | 98,612 | $5.9B | 0.97% | |
| 27 | VBVANGUARD INDEX FDS | 22,132 | $5.6B | 0.92% | |
| 28 | TSLATESLA INC | 12,620 | $5.6B | 0.92% | |
| 29 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,159 | $5.6B | 0.92% | |
| 30 | GOOGALPHABET INC | 19,605 | $4.8B | 0.78% | |
| 31 | COSTCOSTCO WHSL CORP NEW | 4,868 | $4.5B | 0.74% | |
| 32 | PFFISHARES TR | 141,514 | $4.5B | 0.73% | |
| 33 | MBBISHARES TR | 46,393 | $4.4B | 0.72% | |
| 34 | EFGISHARES TR | 37,993 | $4.3B | 0.71% | |
| 35 | IYWISHARES TR | 21,896 | $4.3B | 0.70% | |
| 36 | IAU*ISHARES GOLD TR | 56,182 | $4.1B | 0.67% | |
| 37 | NDQINVESCO QQQ TR | 6,704 | $4.0B | 0.66% | |
| 38 | VCITVANGUARD SCOTTSDALE FDS | 45,193 | $3.8B | 0.62% | |
| 39 | METAMETA PLATFORMS INC | 5,013 | $3.7B | 0.60% | |
| 40 | HYGISHARES TR | 43,492 | $3.5B | 0.58% | |
| 41 | JPMJPMORGAN CHASE & CO. | 11,113 | $3.5B | 0.57% | |
| 42 | IVLUISHARES TR | 95,493 | $3.4B | 0.55% | |
| 43 | TLHISHARES TR | 31,216 | $3.2B | 0.53% | |
| 44 | BINCBLACKROCK ETF TRUST II | 57,252 | $3.0B | 0.50% | |
| 45 | KLMNINVESCO EXCH TRADED FD TR II | 24,644 | $3.0B | 0.49% | |
| 46 | NVBUAIM ETF PRODUCTS TRUST | 99,652 | $2.8B | 0.46% | |
| 47 | SCHDSCHWAB STRATEGIC TR | 99,691 | $2.7B | 0.45% | |
| 48 | AVGOBROADCOM INC | 8,163 | $2.7B | 0.44% | |
| 49 | AQLTISHARES TR | 18,720 | $2.7B | 0.44% | |
| 50 | MARMARRIOTT INTL INC NEW | 9,972 | $2.6B | 0.43% | |
| 51 | SHLDGLOBAL X FDS | 36,927 | $2.6B | 0.42% | |
| 52 | SHOPSHOPIFY INC | 17,164 | $2.6B | 0.42% | |
| 53 | MUBISHARES TR | 23,318 | $2.5B | 0.41% | |
| 54 | VDCVANGUARD WORLD FD | 11,487 | $2.5B | 0.40% | |
| 55 | DFUVDIMENSIONAL ETF TRUST | 52,617 | $2.4B | 0.39% | |
| 56 | MTUMISHARES TR | 9,032 | $2.3B | 0.38% | |
| 57 | IWBISHARES TR | 6,333 | $2.3B | 0.38% | |
| 58 | UPSUNITED PARCEL SERVICE INC | 25,396 | $2.1B | 0.35% | |
| 59 | AXPAMERICAN EXPRESS CO | 6,130 | $2.0B | 0.33% | |
| 60 | LLYELI LILLY & CO | 2,653 | $2.0B | 0.33% | |
| 61 | DFASDIMENSIONAL ETF TRUST | 29,510 | $2.0B | 0.33% | |
| 62 | VIGVANGUARD SPECIALIZED FUNDS | 8,870 | $1.9B | 0.31% | |
| 63 | XTENBONDBLOXX ETF TRUST | 40,549 | $1.9B | 0.31% | |
| 64 | XOMEXXON MOBIL CORP | 16,043 | $1.8B | 0.30% | |
| 65 | PJULINNOVATOR ETFS TRUST | 38,167 | $1.7B | 0.29% | |
| 66 | VWOVANGUARD INTL EQUITY INDEX F | 32,016 | $1.7B | 0.28% | |
| 67 | IEVISHARES TR | 26,295 | $1.7B | 0.28% | |
| 68 | ZNOVINNOVATOR ETFS TRUST | 63,901 | $1.7B | 0.28% | |
| 69 | BNDXVANGUARD CHARLOTTE FDS | 34,021 | $1.7B | 0.28% | |
| 70 | ITA*ISHARES TR | 7,604 | $1.6B | 0.26% | |
| 71 | VVVANGUARD INDEX FDS | 5,162 | $1.6B | 0.26% | |
| 72 | ORCLORACLE CORP | 5,630 | $1.6B | 0.26% | |
| 73 | CVXCHEVRON CORP NEW | 10,116 | $1.6B | 0.26% | |
| 74 | SUSLISHARES TR | 13,388 | $1.6B | 0.26% | |
| 75 | WMTWALMART INC | 14,996 | $1.5B | 0.25% | |
| 76 | USMVISHARES TR | 16,003 | $1.5B | 0.25% | |
| 77 | GSGOLDMAN SACHS GROUP INC | 1,876 | $1.5B | 0.24% | |
| 78 | IAGGISHARES TR | 28,317 | $1.5B | 0.24% | |
| 79 | WFCWELLS FARGO CO NEW | 17,183 | $1.4B | 0.24% | |
| 80 | VTEBVANGUARD MUN BD FDS | 27,721 | $1.4B | 0.23% | |
| 81 | EMBISHARES TR | 14,473 | $1.4B | 0.23% | |
| 82 | PSLV/USPROTT ASSET MANAGEMENT LP | 85,824 | $1.3B | 0.22% | |
| 83 | JNJJOHNSON & JOHNSON | 7,169 | $1.3B | 0.22% | |
| 84 | ZJULINNOVATOR ETFS TRUST | 46,006 | $1.3B | 0.22% | |
| 85 | VTIVANGUARD INDEX FDS | 3,850 | $1.3B | 0.21% | |
| 86 | DECWAIM ETF PRODUCTS TRUST | 37,800 | $1.2B | 0.20% | |
| 87 | PHYS/USPROTT ASSET MANAGEMENT LP | 41,835 | $1.2B | 0.20% | |
| 88 | 4I1PHILIP MORRIS INTL INC | 7,622 | $1.2B | 0.20% | |
| 89 | SLVISHARES SILVER TR | 28,618 | $1.2B | 0.20% | |
| 90 | ITOTISHARES TR | 8,325 | $1.2B | 0.20% | |
| 91 | VVISA INC | 3,520 | $1.2B | 0.20% | |
| 92 | YJUNFIRST TR EXCHNG TRADED FD VI | 47,519 | $1.2B | 0.20% | |
| 93 | NJULINNOVATOR ETFS TRUST | 16,688 | $1.2B | 0.19% | |
| 94 | SDOGALPS ETF TR | 18,094 | $1.1B | 0.18% | |
| 95 | WABCWESTAMERICA BANCORPORATION | 21,775 | $1.1B | 0.18% | |
| 96 | IXNISHARES TR | 10,277 | $1.1B | 0.17% | |
| 97 | BEBLOOM ENERGY CORP | 12,488 | $1.1B | 0.17% | |
| 98 | NFLXNETFLIX INC | 876 | $1.1B | 0.17% | |
| 99 | IBITISHARES BITCOIN TRUST ETF | 15,914 | $1.0B | 0.17% | |
| 100 | ZOCTINNOVATOR ETFS TRUST | 38,881 | $1.0B | 0.17% |
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