Cypress Wealth Services, LLC Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$722.7M
Holdings
389
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (389 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 168,039 | $45.7M | 6.32% | |
| 2 | SPYMSPDR SERIES TRUST | 367,295 | $29.5M | 4.08% | |
| 3 | IVVISHARES TR | 42,088 | $28.8M | 3.99% | |
| 4 | DYNFBLACKROCK ETF TRUST | 418,852 | $25.5M | 3.52% | |
| 5 | OEFISHARES TR | 61,874 | $21.2M | 2.94% | |
| 6 | IVEISHARES TR | 89,705 | $19.0M | 2.63% | |
| 7 | IVWISHARES TR | 141,462 | $17.4M | 2.41% | |
| 8 | EFVISHARES TR | 243,810 | $17.4M | 2.41% | |
| 9 | QUALISHARES TR | 79,693 | $15.8M | 2.19% | |
| 10 | SCHZSCHWAB STRATEGIC TR | 549,682 | $12.8M | 1.78% | |
| 11 | MSFTMICROSOFT CORP | 25,325 | $12.2M | 1.69% | |
| 12 | SPYSPDR S&P 500 ETF TR | 17,850 | $12.2M | 1.68% | |
| 13 | MGKVANGUARD WORLD FD | 25,138 | $10.4M | 1.44% | |
| 14 | SPEMSPDR INDEX SHS FDS | 218,620 | $10.2M | 1.42% | |
| 15 | NVDANVIDIA CORPORATION | 50,576 | $9.4M | 1.31% | |
| 16 | GOOGLALPHABET INC | 29,794 | $9.3M | 1.29% | |
| 17 | ESGUISHARES TR | 57,940 | $8.6M | 1.19% | |
| 18 | THROBLACKROCK ETF TRUST | 222,410 | $8.6M | 1.19% | |
| 19 | VOOVANGUARD INDEX FDS | 13,608 | $8.5M | 1.18% | |
| 20 | AMZNAMAZON COM INC | 35,990 | $8.3M | 1.15% | |
| 21 | BAIBLACKROCK ETF TRUST | 248,993 | $8.3M | 1.15% | |
| 22 | IEMGISHARES INC | 122,835 | $8.3M | 1.14% | |
| 23 | GOOGALPHABET INC | 22,941 | $7.2M | 1.00% | |
| 24 | IUSBISHARES TR | 150,758 | $7.0M | 0.97% | |
| 25 | TSLATESLA INC | 15,442 | $6.9M | 0.96% | |
| 26 | VOVANGUARD INDEX FDS | 23,093 | $6.7M | 0.93% | |
| 27 | VYMVANGUARD WHITEHALL FDS | 45,978 | $6.6M | 0.91% | |
| 28 | NDQINVESCO QQQ TR | 10,498 | $6.4M | 0.89% | |
| 29 | VEAVANGUARD TAX-MANAGED FDS | 102,265 | $6.4M | 0.88% | |
| 30 | JPMJPMORGAN CHASE & CO. | 18,684 | $6.0M | 0.83% | |
| 31 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,756 | $5.9M | 0.82% | |
| 32 | VBVANGUARD INDEX FDS | 22,128 | $5.7M | 0.79% | |
| 33 | KLMNINVESCO EXCH TRADED FD TR II | 43,100 | $5.1M | 0.71% | |
| 34 | IAU*ISHARES GOLD TR | 61,913 | $5.0M | 0.70% | |
| 35 | MBBISHARES TR | 52,214 | $5.0M | 0.69% | |
| 36 | VIGVANGUARD SPECIALIZED FUNDS | 22,588 | $5.0M | 0.69% | |
| 37 | COSTCOSTCO WHSL CORP NEW | 5,691 | $4.9M | 0.68% | |
| 38 | AVGOBROADCOM INC | 12,910 | $4.5M | 0.62% | |
| 39 | VCITVANGUARD SCOTTSDALE FDS | 53,006 | $4.4M | 0.61% | |
| 40 | PFFISHARES TR | 143,000 | $4.4M | 0.61% | |
| 41 | IYWISHARES TR | 19,848 | $4.0M | 0.55% | |
| 42 | MTUMISHARES TR | 14,772 | $3.7M | 0.51% | |
| 43 | HYGISHARES TR | 45,304 | $3.7M | 0.51% | |
| 44 | METAMETA PLATFORMS INC | 5,465 | $3.6M | 0.50% | |
| 45 | BINCBLACKROCK ETF TRUST II | 66,750 | $3.5M | 0.49% | |
| 46 | IVLUISHARES TR | 92,041 | $3.5M | 0.48% | |
| 47 | EFGISHARES TR | 29,831 | $3.4M | 0.47% | |
| 48 | TLHISHARES TR | 32,218 | $3.3M | 0.45% | |
| 49 | MARMARRIOTT INTL INC NEW | 9,840 | $3.1M | 0.42% | |
| 50 | MUBISHARES TR | 27,988 | $3.0M | 0.41% | |
| 51 | SHOPSHOPIFY INC | 18,437 | $3.0M | 0.41% | |
| 52 | DFUVDIMENSIONAL ETF TRUST | 62,281 | $2.9M | 0.40% | |
| 53 | SHLDGLOBAL X FDS | 43,748 | $2.8M | 0.39% | |
| 54 | LLYELI LILLY & CO | 2,631 | $2.8M | 0.39% | |
| 55 | NVBUAIM ETF PRODUCTS TRUST | 95,679 | $2.8M | 0.38% | |
| 56 | AQLTISHARES TR | 19,098 | $2.7M | 0.37% | |
| 57 | JNJJOHNSON & JOHNSON | 12,272 | $2.5M | 0.35% | |
| 58 | CVXCHEVRON CORP NEW | 16,591 | $2.5M | 0.35% | |
| 59 | UPSUNITED PARCEL SERVICE INC | 25,209 | $2.5M | 0.35% | |
| 60 | SCHDSCHWAB STRATEGIC TR | 90,509 | $2.5M | 0.34% | |
| 61 | AXPAMERICAN EXPRESS CO | 6,681 | $2.5M | 0.34% | |
| 62 | RDVYFIRST TR EXCHANGE TRADED FD | 35,280 | $2.5M | 0.34% | |
| 63 | RBLXROBLOX CORP | 29,280 | $2.4M | 0.33% | |
| 64 | VDCVANGUARD WORLD FD | 11,208 | $2.4M | 0.33% | |
| 65 | IWBISHARES TR | 6,332 | $2.4M | 0.33% | |
| 66 | DFASDIMENSIONAL ETF TRUST | 33,804 | $2.4M | 0.33% | |
| 67 | XOMEXXON MOBIL CORP | 19,518 | $2.3M | 0.32% | |
| 68 | PSLV/USPROTT ASSET MANAGEMENT LP | 89,221 | $2.1M | 0.29% | |
| 69 | ITA*ISHARES TR | 9,783 | $2.1M | 0.29% | |
| 70 | PGPROCTER AND GAMBLE CO | 14,170 | $2.0M | 0.28% | |
| 71 | WMTWALMART INC | 17,680 | $2.0M | 0.27% | |
| 72 | WFCWELLS FARGO CO NEW | 21,111 | $2.0M | 0.27% | |
| 73 | CSCOCISCO SYS INC | 25,304 | $1.9M | 0.27% | |
| 74 | BNDXVANGUARD CHARLOTTE FDS | 39,811 | $1.9M | 0.27% | |
| 75 | GSGOLDMAN SACHS GROUP INC | 2,141 | $1.9M | 0.26% | |
| 76 | XTENBONDBLOXX ETF TRUST | 39,482 | $1.8M | 0.25% | |
| 77 | PJULINNOVATOR ETFS TRUST | 38,167 | $1.8M | 0.25% | |
| 78 | SLVISHARES SILVER TR | 27,472 | $1.8M | 0.24% | |
| 79 | IEVISHARES TR | 25,219 | $1.7M | 0.24% | |
| 80 | VWOVANGUARD INTL EQUITY INDEX F | 31,873 | $1.7M | 0.24% | |
| 81 | CATCATERPILLAR INC | 2,959 | $1.7M | 0.23% | |
| 82 | VVISA INC | 4,770 | $1.7M | 0.23% | |
| 83 | VVVANGUARD INDEX FDS | 5,214 | $1.6M | 0.23% | |
| 84 | SUSLISHARES TR | 13,388 | $1.6M | 0.22% | |
| 85 | ZNOVINNOVATOR ETFS TRUST | 59,888 | $1.6M | 0.22% | |
| 86 | IBMINTERNATIONAL BUSINESS MACHS | 5,330 | $1.6M | 0.22% | |
| 87 | EMBISHARES TR | 16,254 | $1.6M | 0.22% | |
| 88 | ENSGENSIGN GROUP INC | 8,658 | $1.5M | 0.21% | |
| 89 | IAGGISHARES TR | 29,942 | $1.5M | 0.21% | |
| 90 | MRKMERCK & CO INC | 13,689 | $1.4M | 0.20% | |
| 91 | PHYS/USPROTT ASSET MANAGEMENT LP | 41,725 | $1.4M | 0.19% | |
| 92 | VTIVANGUARD INDEX FDS | 4,102 | $1.4M | 0.19% | |
| 93 | ZJULINNOVATOR ETFS TRUST | 46,006 | $1.3M | 0.19% | |
| 94 | IGMISHARES TR | 10,016 | $1.3M | 0.18% | |
| 95 | AIGAMERICAN INTL GROUP INC | 14,833 | $1.3M | 0.18% | |
| 96 | 4I1PHILIP MORRIS INTL INC | 7,855 | $1.3M | 0.17% | |
| 97 | BACVERIZON COMMUNICATIONS INC | 30,813 | $1.3M | 0.17% | |
| 98 | ITOTISHARES TR | 8,439 | $1.3M | 0.17% | |
| 99 | DONSPDR DOW JONES INDL AVERAGE | 2,582 | $1.2M | 0.17% | |
| 100 | ORCLORACLE CORP | 6,332 | $1.2M | 0.17% |
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