Cypress Wealth Services, LLC Top Holdings and 13F Report (2026)

About Cypress Wealth Services, LLC

Investment Activity

Cypress Wealth Services, LLC has $814.94 million in total holdings as of June 30, 2026.
Cypress Wealth Services, LLC owns shares of 422 different stocks, but just 104 companies or ETFs make up 80% of its holdings.
Approximately 11.02% of the portfolio was purchased this quarter.
About 6.23% of the portfolio was sold this quarter.
This quarter, Cypress Wealth Services, LLC has purchased 397 new stocks and bought additional shares in 142 stocks.
Cypress Wealth Services, LLC sold shares of 174 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

Apple: $47,681,018
SPDR Portfolio S&P 500 ETF: $47,069,079
iShares Core S&P 500 ETF: $44,927,120
iShares U.S. Equity Factor Rotation Active ETF: $29,283,515
iShares S&P 500 Growth ETF: $20,332,429

Largest New Holdings this Quarter

09290C665 - BLACKROCK ETF TRUST: $4,452,489 Holding
092528835 - BLACKROCK ETF TRUST II: $1,557,934 Holding
33740U802 - FT Vest U.S. Equity Deep Buffer ETF - April: $934,026 Holding
808524649 - Schwab Municipal Bond ETF: $707,511 Holding
25434V401 - Dimensional U.S. Equity ETF: $704,684 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF: 177,871 shares (about $15.63M)
iShares Core S&P 500 ETF: 14,105 shares (about $10.56M)
Vanguard Mega Cap Growth ETF: 93,640 shares (about $8.23M)
Vanguard Mid-Cap ETF: 67,080 shares (about $5.40M)
BLACKROCK ETF TRUST: 129,239 shares (about $4.73M)

Largest Sales this Quarter

iShares MSCI USA Quality Factor ETF: 40,016 shares (about $8.78M)
iShares MSCI EAFE Value ETF: 111,855 shares (about $8.56M)
iShares S&P 500 Value ETF: 13,765 shares (about $3.13M)
BlackRock Future U.S. Themes ETF: 69,696 shares (about $3.00M)
iShares Core MSCI Emerging Markets ETF: 28,113 shares (about $2.33M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$47,681,018	$66,553 ▲	0.1%	164,781	5.9%	Technology
SPLG SPDR Portfolio S&P 500 ETF	$47,069,079	$15,631,311 ▲	49.7%	535,606	5.8%	ETF
IVV iShares Core S&P 500 ETF	$44,927,120	$10,563,026 ▲	30.7%	59,992	5.5%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$29,283,515	$1,425,556 ▲	5.1%	430,577	3.6%	ETF
IVW iShares S&P 500 Growth ETF	$20,332,429	$515,600 ▲	2.6%	147,840	2.5%	ETF
BLACKROCK ETF TRUST	$18,671,087	$4,730,147 ▲	33.9%	510,139	2.3%	ISHA IN CTRY ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$15,248,431	$1,623,865 ▲	11.9%	659,249	1.9%	ETF
IVE iShares S&P 500 Value ETF	$15,123,816	$3,125,487 ▼	-17.1%	66,607	1.9%	ETF
SPY SPDR S&P 500 ETF Trust	$13,553,207	$887,168 ▲	7.0%	18,149	1.7%	ETF
BLACKROCK ETF TRUST	$11,761,358	$2,322,527 ▼	-16.5%	223,091	1.4%	ISHA I IN TE ETF
EFG iShares MSCI EAFE Growth ETF	$10,597,602	$3,371,037 ▲	46.6%	85,176	1.3%	ETF
MGK Vanguard Mega Cap Growth ETF	$10,348,657	$8,231,876 ▲	388.9%	117,719	1.3%	ETF
VOO Vanguard S&P 500 ETF	$10,160,624	$6,868 ▲	0.1%	14,794	1.2%	ETF
NVDA NVIDIA	$10,099,640	$304,740 ▲	3.1%	50,475	1.2%	Technology
GOOGL Alphabet	$9,861,681	$521,763 ▼	-5.0%	27,595	1.2%	Communication Services
IUSB iShares Core Total USD Bond Market ETF	$9,808,384	$2,111,221 ▲	27.4%	212,533	1.2%	ETF
MSFT Microsoft	$9,541,479	$42,151 ▼	-0.4%	25,579	1.2%	Technology
ESGU iShares ESG Aware MSCI USA ETF	$9,171,181	$52,047 ▼	-0.6%	56,035	1.1%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$8,508,004	$8,780,757 ▼	-50.8%	38,773	1.0%	ETF
BLACKROCK ETF TRUST	$8,460,102	$540,722 ▲	6.8%	167,959	1.0%	ISHA LA CORE ETF
OEF iShares S&P 100 ETF	$8,451,593	$582,099 ▲	7.4%	23,100	1.0%	ETF
AMZN Amazon.com	$8,187,217	$190,672 ▼	-2.3%	34,351	1.0%	Consumer Discretionary
VEA Vanguard FTSE Developed Markets ETF	$8,129,588	$967,722 ▲	13.5%	114,099	1.0%	ETF
QQQ Invesco QQQ	$7,844,643	$259,942 ▲	3.4%	10,653	1.0%	ETF
GOOG Alphabet	$7,685,323	$27,560 ▼	-0.4%	21,751	0.9%	Communication Services
BTHM BlackRock Future U.S. Themes ETF	$7,508,668	$3,004,588 ▼	-28.6%	174,175	0.9%	ETF
VO Vanguard Mid-Cap ETF	$7,226,053	$5,404,614 ▲	296.7%	89,687	0.9%	ETF
VYM Vanguard High Dividend Yield ETF	$7,076,078	$70,165 ▼	-1.0%	44,777	0.9%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$6,834,533	$2,328,876 ▼	-25.4%	82,503	0.8%	ETF
TSLA Tesla	$6,731,703	$164,875 ▲	2.5%	16,005	0.8%	Consumer Discretionary
EFV iShares MSCI EAFE Value ETF	$6,673,915	$8,562,474 ▼	-56.2%	87,184	0.8%	ETF
VB Vanguard Small-Cap ETF	$6,619,403	$12,428 ▲	0.2%	21,838	0.8%	ETF
JPM JPMorgan Chase & Co.	$5,929,578	$84,778 ▼	-1.4%	18,115	0.7%	Finance
SPMO Invesco S&P 500 Momentum ETF	$5,822,428	$1,675,990 ▼	-22.4%	36,043	0.7%	ETF
COST Costco Wholesale	$5,821,083	$423,743 ▲	7.9%	6,223	0.7%	Consumer Staples
MBB iShares MBS ETF	$5,804,837	$432,050 ▲	8.0%	61,414	0.7%	ETF
GOVT iShares U.S. Treasury Bond ETF	$5,552,124	$380,426 ▲	7.4%	243,728	0.7%	ETF
BRK.B Berkshire Hathaway	$5,495,783	$162,627 ▼	-2.9%	10,983	0.7%	Finance
SPEM SPDR Portfolio Emerging Markets ETF	$5,245,451	$1,844,604 ▼	-26.0%	101,303	0.6%	ETF
VIG Vanguard Dividend Appreciation ETF	$5,080,788	$226,212 ▼	-4.3%	21,472	0.6%	ETF
BE Bloom Energy	$5,007,801	$253,356 ▲	5.3%	16,544	0.6%	Industrials
AVGO Broadcom	$4,906,746	$73,286 ▲	1.5%	12,989	0.6%	Technology
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$4,646,559	$76,781 ▲	1.7%	56,220	0.6%	ETF
IYW iShares U.S. Technology ETF	$4,643,458	$12,611 ▼	-0.3%	18,410	0.6%	ETF
BLACKROCK ETF TRUST	$4,452,489	$4,452,489 ▲	New Holding	158,734	0.5%	ISHA SYST AL ETF
MTUM iShares MSCI USA Momentum Factor ETF	$4,296,498	$946,930 ▼	-18.1%	12,532	0.5%	ETF
PFF iShares Preferred and Income Securities ETF	$4,281,057	$26,557 ▼	-0.6%	140,409	0.5%	ETF
GLOBAL X FDS	$4,228,787	$723,626 ▲	20.6%	70,822	0.5%	DEFENSE TECH ETF
MAR Marriott International	$3,622,168	$2,965 ▼	-0.1%	9,774	0.4%	Consumer Discretionary
IVLU iShares MSCI Intl Value Factor ETF	$3,580,954	$144,780 ▼	-3.9%	85,628	0.4%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$3,579,627	$20,712 ▲	0.6%	44,762	0.4%	ETF
CAT Caterpillar	$3,230,234	$35,146 ▼	-1.1%	3,033	0.4%	Industrials
META Meta Platforms	$3,125,258	$59,711 ▲	1.9%	5,548	0.4%	Communication Services
DFUV Dimensional US Marketwide Value ETF	$3,079,988	$129,438 ▼	-4.0%	55,990	0.4%	ETF
BLACKROCK ETF TRUST	$3,045,361	$473,683 ▲	18.4%	95,826	0.4%	ISHARES DEFENSE
MUB iShares National Muni Bond ETF	$2,914,903	$187,367 ▼	-6.0%	27,085	0.4%	ETF
DVY iShares Select Dividend ETF	$2,895,606	$30,947 ▼	-1.1%	18,526	0.4%	ETF
LLY Eli Lilly and Company	$2,873,389	$23,985 ▼	-0.8%	2,396	0.4%	Healthcare
CSCO Cisco Systems	$2,853,761	$2,467 ▼	-0.1%	24,296	0.4%	Technology
MU Micron Technology	$2,809,478	$88,878 ▲	3.3%	2,434	0.3%	Technology
UPS United Parcel Service	$2,806,392	$18,275 ▼	-0.6%	26,106	0.3%	Industrials
SCHD Schwab US Dividend Equity ETF	$2,744,226	$20,643 ▼	-0.7%	86,541	0.3%	ETF
JNJ Johnson & Johnson	$2,686,690	$383,740 ▼	-12.5%	10,579	0.3%	Healthcare
AIM ETF PRODUCTS TRUST	$2,674,201	$277,496 ▼	-9.4%	86,684	0.3%	ALLIANZIM US EQU
CVX Chevron	$2,671,632	$49,398 ▼	-1.8%	16,117	0.3%	Energy
IAU iShares Gold Trust	$2,631,297	$57,690 ▲	2.2%	34,847	0.3%	ETF
TLH iShares 10-20 Year Treasury Bond ETF	$2,607,093	$683,885 ▼	-20.8%	25,980	0.3%	ETF
XOM ExxonMobil	$2,585,475	$82,714 ▼	-3.1%	18,911	0.3%	Energy
RDVY First Trust Rising Dividend Achievers ETF	$2,495,993	$384,223 ▼	-13.3%	30,792	0.3%	ETF
DFAS Dimensional U.S. Small Cap ETF	$2,480,943	$2,223 ▲	0.1%	30,130	0.3%	ETF
VDC Vanguard Consumer Staples ETF	$2,443,091	$25,930 ▼	-1.1%	10,835	0.3%	ETF
BNDX Vanguard Total International Bond ETF	$2,361,662	$120,592 ▲	5.4%	48,764	0.3%	ETF
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	$2,243,874	$263,363 ▲	13.3%	49,229	0.3%	ETF
AXP American Express	$2,201,080	$2,706 ▲	0.1%	6,507	0.3%	Finance
GS The Goldman Sachs Group	$2,173,079	$5,056 ▼	-0.2%	2,149	0.3%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$2,054,953	$262,637 ▲	14.7%	34,427	0.3%	ETF
IWB iShares Russell 1000 ETF	$2,011,103	$185,508 ▼	-8.4%	4,911	0.2%	ETF
SHOPIFY INC	$1,965,837	$95,911 ▼	-4.7%	17,217	0.2%	CL A SUB VTG SHS
WALMART INC	$1,957,565	$61,160 ▲	3.2%	17,284	0.2%	COM
BINC iShares Flexible Income Active ETF	$1,824,525	$1,267,783 ▼	-41.0%	34,859	0.2%	ETF
MRK Merck & Co., Inc.	$1,765,394	$20,047 ▼	-1.1%	13,738	0.2%	Healthcare
SUSL iShares ESG MSCI USA Leaders ETF	$1,756,282	$39,297 ▼	-2.2%	13,229	0.2%	ETF
V Visa	$1,727,216	$31,909 ▼	-1.8%	5,034	0.2%	Finance
IEV iShares Europe ETF	$1,716,856	$71,393 ▼	-4.0%	23,567	0.2%	ETF
SPROTT ASSET MANAGEMENT LP	$1,712,522	$264 ▲	0.0%	90,754	0.2%	PHYSICAL SILVER
TXN Texas Instruments	$1,703,380	$134,422 ▲	8.6%	5,715	0.2%	Technology
AMAT Applied Materials	$1,690,850	$159,037 ▼	-8.6%	2,339	0.2%	Technology
WFC Wells Fargo & Company	$1,654,258	$83,878 ▼	-4.8%	20,018	0.2%	Finance
INNOVATOR ETFS TRUST	$1,644,513		0.0%	59,888	0.2%	EQUI DEFI 1 NOVE
RBLX Roblox	$1,598,446	$3,426 ▲	0.2%	29,394	0.2%	Communication Services
BLACKROCK ETF TRUST II	$1,557,934	$1,557,934 ▲	New Holding	30,979	0.2%	ISHA GLO USD ETF
VLO Valero Energy	$1,532,885	$1,563 ▲	0.1%	5,886	0.2%	Energy
IGM iShares Expanded Tech Sector ETF	$1,531,763		0.0%	9,364	0.2%	ETF
IBM International Business Machines	$1,521,448	$10,968 ▼	-0.7%	5,410	0.2%	Technology
PJUL Innovator U.S. Equity Power Buffer ETF - July	$1,490,218	$372,713 ▼	-20.0%	30,531	0.2%	ETF
SLV iShares Silver Trust	$1,441,070	$19,303 ▼	-1.3%	26,951	0.2%	ETF
PG Procter & Gamble	$1,427,482	$350,455 ▼	-19.7%	9,735	0.2%	Consumer Staples
MUC BlackRock MuniHoldings California Quality Fund	$1,368,354	$39,234 ▲	3.0%	124,509	0.2%	Finance
VGT Vanguard Information Technology ETF	$1,364,183	$1,183,591 ▲	655.4%	11,414	0.2%	ETF
IXN iShares Global Tech ETF	$1,361,580	$10,980 ▼	-0.8%	9,424	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Cypress Wealth Services, LLC Top Holdings and 13F Report (2026)

About Cypress Wealth Services, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Cypress Wealth Services, LLC Top Holdings and 13F Report (2026)

About Cypress Wealth Services, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCypress Wealth Services, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools