Q2 2026 13F · SEC CIK 1721527

Cypress Wealth Services, LLC

Wealth managerFiled 2026-07-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $812.7M
Reported positions: 422
Top holdings a year, 3 yrs: +18.1%
Assets under management: $1.3B

Cypress Wealth Services, LLC is a wealth manager that reported 422 positions worth $812.7M in its Q2 2026 13F, filed 2026-07-13. Its largest holdings were Spdr Series Trust (SPLG, 5.8%), Apple Inc (AAPL, 5.8%), Ishares Core S&p 500 ETF (IVV, 5.5%). A portfolio copying its top holdings returned 18.1% a year over the last 3 years, against 20.4% for the S&P 500.

Cypress Wealth Services, LLC holdings largest 50 of 422 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cypress Wealth Services, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	5.8%	3.9%	535,606	+49.7%	$47.1M
AAPLApple Inc	5.8%	5.9%	162,581	-1.2%	$47.0M
IVVIshares Core S&p 500 ETF	5.5%	4.2%	59,992	+30.7%	$44.9M
DYNFIshares U.s. Equity Factor Rotation Acti	3.6%	3.4%	430,577	+5.1%	$29.3M
IVWIshares	2.5%	2.3%	147,840	+2.6%	$20.3M
COROBlackrock ETF Trust	2.3%	1.7%	510,139	+33.9%	$18.7M
SCHZSchwab Strategic Tr	1.9%	1.9%	659,249	+11.9%	$15.2M
IVEIshares S&p 500 Value ETF	1.9%	2.4%	66,607	-17.1%	$15.1M
SPYSpdr S&p 500 ETF Tr	1.6%	1.6%	17,649	+4.1%	$13.2M
BAIIshares A.i. Innovation and Tech Active	1.4%	1.2%	223,091	-16.5%	$11.8M
EFGIshares Tr	1.3%	0.9%	85,176	+46.6%	$10.6M
MGKVanguard World Fd	1.3%	1.2%	117,719	+388.9%	$10.3M
VOOVanguard S&p 500 ETF	1.3%	1.2%	14,794	+0.1%	$10.2M
GOOGLAlphabet Inc	1.2%	1.2%	27,595	-5.0%	$9.9M
IUSBIshares Core Universal Usd Bond ETF	1.2%	1.1%	212,533	+27.4%	$9.8M
NVDANvidia Corporation Com	1.2%	1.2%	48,975	+0.0%	$9.8M
MSFTMicrosoft Corp	1.2%	1.3%	25,579	-0.4%	$9.5M
ESGUIshares Msci Usa Esg	1.1%	1.1%	56,035	-0.6%	$9.2M
QUALIshares Msci USA Quality Factor ETF	1.0%	2.1%	38,773	-50.8%	$8.5M
BLCRBlackrock ETF Trust	1.0%	0.9%	167,959	+6.8%	$8.5M
OEFIshares S&p 100 ETF	1.0%	1.0%	23,100	+7.4%	$8.5M
AMZNAmazon Com Inc Com	1.0%	1.0%	34,351	-2.3%	$8.2M
VEAVanguard Tax-Managed Fds	1.0%	0.9%	114,099	+13.5%	$8.1M
QQQInvesco Qqq Tr	1.0%	0.8%	10,553	+2.5%	$7.8M
GOOGAlphabet Inc	0.9%	0.9%	21,751	-0.4%	$7.7M
BTHMBlackrock ETF Trust	0.9%	1.2%	174,175	-28.6%	$7.5M
VOVanguard Index Fds	0.9%	0.9%	89,687	+296.7%	$7.2M
VYMVym	0.9%	0.9%	44,777	-1.0%	$7.1M
IEMGIshares	0.8%	1.1%	82,503	-25.4%	$6.8M
TSLATesla Inc Com	0.8%	0.8%	16,005	+2.5%	$6.7M
EFVIshares Tr	0.8%	2.1%	87,184	-56.2%	$6.7M
VBVanguard Indx Fd	0.8%	0.8%	21,838	+0.2%	$6.6M
JPMJpmorgan Chase & Co	0.7%	0.8%	18,115	-1.4%	$5.9M
SPMOInvesco Exch Traded Fd Tr II	0.7%	0.7%	36,043	-22.4%	$5.8M
MBBIshares Tr	0.7%	0.8%	61,414	+8.0%	$5.8M
GOVTIshares Tr	0.7%	0.7%	243,728	+7.4%	$5.6M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.8%	10,983	-2.9%	$5.5M
COSTCostco Whsl Corp New	0.7%	0.8%	5,723	-0.8%	$5.4M
SPEMState Street Spdr Portfolio Emerging Mar	0.6%	0.9%	101,303	-26.0%	$5.2M
VIGVanguard Dividend Appreciation ETF	0.6%	0.7%	21,472	-4.3%	$5.1M
BEBloom Energy Corp	0.6%	—	16,544	—	$5.0M
AVGOBroadcom Inc	0.6%	0.6%	12,989	+1.5%	$4.9M
VCITVanguard Scottsdale Fds	0.6%	0.6%	56,220	+1.7%	$4.6M
IYWIshares Tr	0.6%	0.5%	18,410	-0.3%	$4.6M
IALTBlackrock ETF Trust	0.5%	—	158,734	—	$4.5M
MTUMIshares Msci USA Momentum Factor ETF	0.5%	0.5%	12,532	-18.1%	$4.3M
PFFIshares Tr	0.5%	0.6%	140,409	-0.6%	$4.3M
SHLDGlobal X Fds	0.5%	0.6%	70,822	+20.6%	$4.2M
MARMarriott Intl Inc New Cl A	0.4%	—	9,774	—	$3.6M
IVLUIshares Tr	0.4%	0.5%	85,628	-3.9%	$3.6M

What Cypress Wealth Services, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

MGK Vanguard World Fd+388.9% shares
VO Vanguard Index Fds+296.7% shares
SPLG Spdr Series Trust+49.7% shares
EFG Ishares Tr+46.6% shares
CORO Blackrock ETF Trust+33.9% shares
IVV Ishares Core S&p 500 ETF+30.7% shares
IUSB Ishares Core Universal Usd Bond ETF+27.4% shares
SHLD Global X Fds+20.6% shares

Reduced

EFV Ishares Tr-56.2% shares
QUAL Ishares Msci USA Quality Factor ETF-50.8% shares
BTHM Blackrock ETF Trust-28.6% shares
SPEM State Street Spdr Portfolio Emerging Mar-26.0% shares
IEMG Ishares-25.4% shares
SPMO Invesco Exch Traded Fd Tr II-22.4% shares
MTUM Ishares Msci USA Momentum Factor ETF-18.1% shares
IVE Ishares S&p 500 Value ETF-17.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.8% /yr; S&P 500 +20.1%
3 years: +18.1% /yr; S&P 500 +20.4%
5 years: +8.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$812.7M	422
Q1 2026	$708.3M	397
Q4 2025	$722.7M	389
Q3 2025	$610.6M	346
Q2 2025	$558.6M	318
Q1 2025	$493.0M	284
Q4 2024	$498.0M	280
Q3 2024	$483.7M	282
Q2 2024	$449.2M	259
Q1 2024	$429.2M	261
Q4 2023	$400.9M	244
Q3 2023	$360.7M	240

Questions about Cypress Wealth Services, LLC's portfolio

What stocks does Cypress Wealth Services, LLC own?

Cypress Wealth Services, LLC's latest 13F, for Q2 2026 and filed Jul 13, 2026, lists 422 positions worth $812.7M. The largest are Spdr Series Trust (SPLG) at 5.8%, Apple Inc (AAPL) at 5.8%, Ishares Core S&p 500 ETF (IVV) at 5.5%, Ishares U.s. Equity Factor Rotation Acti (DYNF) at 3.6% and Ishares (IVW) at 2.5%.

What did Cypress Wealth Services, LLC buy last quarter?

In Q2 2026, Cypress Wealth Services, LLC added Vanguard World Fd (MGK) (+388.9% shares), Vanguard Index Fds (VO) (+296.7% shares) and Spdr Series Trust (SPLG) (+49.7% shares), compared with its Q1 2026 filing.

What did Cypress Wealth Services, LLC sell last quarter?

In Q2 2026, Cypress Wealth Services, LLC cut from its top 50 Ishares Trust (HYG), cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Exxon Mobil Corp (XOM), Ishares Tr (EFV) (-56.2% shares), Ishares Msci USA Quality Factor ETF (QUAL) (-50.8% shares) and Blackrock ETF Trust (BTHM) (-28.6% shares), compared with its Q1 2026 filing.

How has Cypress Wealth Services, LLC's portfolio performed?

A portfolio copying Cypress Wealth Services, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.8% against +20.1%. Over 5 years: +8.7% a year against +11.6%.

When is Cypress Wealth Services, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Cypress Wealth Services, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Cypress Wealth Services, LLC manage?

Cypress Wealth Services, LLC reported $1.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $812.7M.