Cypress Wealth Services, LLC

CIK 1721527 · View on SEC EDGAR ↗

Portfolio value
$814.9M
#2,795 of 9,443 by 13F value · top 29.6%
Positions
436
As of
June 30, 2026

Portfolio value QoQ: +15.0% 13F does not disclose cash

Top 10 holdings weight
32.23%
Top 25 holdings weight
48.98%
Positions above 1%
23
Effective number of positions
59.0

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 6.77% Est. buys $90,580,502 · sells $51,549,245

Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 86.7% still held

New positions
52
Increased
137
Decreased
179
Closed
13

Put-notional exposure: 0.2% puts 13F reports option positions at underlying notional value — may include hedges, not necessarily bearish bets

On this page

Sector breakdown

Technology
11.6%
Communication Services
3.0%
Retail
2.4%
Healthcare
2.1%
Industrials
2.0%
Consumer Discretionary
1.6%
Financials
1.6%
Energy
1.4%
Financial Services
1.4%
Communications
0.5%
Consumer Staples
0.4%
Materials
0.4%
Logistics & Transportation
0.3%
Utilities
0.3%
Consumer products
0.2%
Telecommunication
0.2%
Real Estate
0.2%
N/A
0.0%
Other/Unmapped
70.2%

Full portfolio 436 positions

Type Streak 8Q trend
SPYM $47,069,079 5.78% 535,606 $19,688,011 Up ×1
AAPL Apple Inc. - Common Stock $47,044,426 5.77% 162,581 $5,282,905 Down ×2
IVV $44,927,120 5.51% 59,992 $14,953,343 Up ×2
DYNF $29,283,515 3.59% 430,577 $5,452,030 Up ×1
IVW $20,332,429 2.49% 147,840 $4,034,279 Up ×3
CORO iShares International Country Rotation Active ETF $18,671,087 2.29% 510,139 $6,424,009 Up ×1
SCHZ $15,248,431 1.87% 659,249 $1,570,852 Up ×3
IVE $15,123,816 1.86% 66,607 $-1,846,820 Down ×2
SPY SPY $13,179,822 1.62% 17,649 $2,149,154 Up ×1
BAI $11,761,358 1.44% 223,091 $2,958,930 Down ×1
EFG $10,597,602 1.30% 85,176 $4,129,003 Up ×2
MGK $10,348,657 1.27% 117,719 $1,500,979 Up ×1
VOO $10,160,624 1.25% 14,794 $1,326,538 Up ×5
GOOGL Alphabet Inc. - Class A Common Stock $9,861,681 1.21% 27,595 $1,506,558 Down ×2
IUSB iShares Core Universal USD Bond ETF $9,808,384 1.20% 212,533 $2,104,530 Up ×3
NVDA NVIDIA Corporation - Common Stock $9,799,505 1.20% 48,975 $1,262,324 Up ×1
MSFT Microsoft Corporation - Common Stock $9,541,479 1.17% 25,579 $31,023 Down ×1
ESGU iShares ESG Aware MSCI USA ETF $9,171,181 1.13% 56,035 $1,201,702 Down ×3
QUAL $8,508,004 1.04% 38,773 $-6,604,535 Down ×4
BLCR iShares Large Cap Core Active ETF $8,460,102 1.04% 167,959 $2,004,485 Up ×1
OEF $8,451,593 1.04% 23,100 $1,610,233 Up ×1
AMZN Amazon.com, Inc. - Common Stock $8,187,217 1.00% 34,351 $866,318 Down ×2
VEA $8,129,588 1.00% 114,099 $1,688,453 Up ×1
QQQ Invesco QQQ Trust, Series 1 $7,771,003 0.95% 10,553 $1,826,227 Up ×1
GOOG Alphabet Inc. - Class C Capital Stock $7,685,323 0.94% 21,751 $1,423,439 Down ×2
THRO $7,508,668 0.92% 174,175 $-1,324,355 Down ×1
VO $7,226,053 0.89% 89,687 $733,861 Up ×1
VYM $7,076,078 0.87% 44,777 $378,823 Down ×2
IEMG $6,834,533 0.84% 82,503 $-880,927 Down ×2
TSLA Tesla, Inc. - Common Stock $6,731,703 0.83% 16,005 $927,570 Up ×6
EFV $6,673,915 0.82% 87,184 $-8,124,602 Down ×4
VB $6,619,403 0.81% 21,838 $910,283 Up ×1
JPM JP Morgan Chase & Co. Common Stock $5,929,578 0.73% 18,115 $524,818 Down ×2
SPMO $5,822,428 0.71% 36,043 $618,557 Down ×1
MBB iShares MBS ETF $5,804,837 0.71% 61,414 $407,636 Up ×5
GOVT $5,552,124 0.68% 243,728 $350,913 Up ×4
BRKB $5,495,783 0.67% 10,983 $76,989 Down ×2
COST Costco Wholesale Corporation - Common Stock $5,353,348 0.66% 5,723 $-395,664 Down ×1
SPEM $5,245,451 0.64% 101,303 $-1,177,811 Down ×2
VIG $5,080,788 0.62% 21,472 $257,510 Down ×2
BE Bloom Energy Corporation Class A Common Stock $5,007,801 0.61% 16,544 $2,879,660 Up ×5
AVGO Broadcom Inc. - Common Stock $4,906,746 0.60% 12,989 $946,493 Up ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $4,646,559 0.57% 56,220 $71,269 Up ×4
IYW $4,643,458 0.57% 18,410 $1,294,533 Down ×5
IALT iShares Systematic Alternatives Active ETF $4,452,489 0.55% 158,734 Up ×1
MTUM $4,296,498 0.53% 12,532 $626,054 Down ×1
PFF iShares Preferred and Income Securities ETF $4,281,057 0.53% 140,409 $-2,566 Down ×2
SHLD $4,228,787 0.52% 70,822 $70,260 Up ×3
MAR Marriott International - Class A Common Stock $3,622,168 0.44% 9,774 $422,713 Down ×3
IVLU $3,580,954 0.44% 85,628 $45,847 Down ×4
HYG $3,579,627 0.44% 44,762 $38,987 Up ×1
CAT Caterpillar, Inc. Common Stock $3,230,234 0.40% 3,033 $1,058,072 Down ×1
META Meta Platforms, Inc. - Class A Common Stock $3,125,258 0.38% 5,548 $11,605 Up ×1
DFUV $3,079,988 0.38% 55,990 $252,664 Down ×2
IDEF iShares Defense Industrials Active ETF $3,045,361 0.37% 95,826 $397,626 Up ×1
MUB $2,914,903 0.36% 27,085 $-145,013 Down ×1
DVY iShares Select Dividend ETF $2,895,606 0.36% 18,526 $60,669 Down ×2
LLY Eli Lilly and Company Common Stock $2,873,389 0.35% 2,396 $650,997 Down ×3
CSCO Cisco Systems, Inc. - Common Stock $2,853,761 0.35% 24,296 $967,018 Down ×2
MU Micron Technology, Inc. - Common Stock $2,809,478 0.34% 2,434 $2,013,041 Up ×4
UPS United Parcel Service, Inc. Common Stock $2,806,392 0.34% 26,106 $221,399 Down ×1
SCHD $2,744,226 0.34% 86,541 $69,169 Down ×6
JNJ Johnson & Johnson Common Stock $2,686,690 0.33% 10,579 $-268,618 Down ×2
NVBU $2,674,201 0.33% 86,684 $-20,014 Down ×1
CVX Chevron Corporation Common Stock $2,671,632 0.33% 16,117 $-724,548 Down ×2
IAU $2,631,297 0.32% 34,847 $-373,460 Up ×1
TLH $2,607,093 0.32% 25,980 $-696,019 Down ×1
XOM Exxon Mobil Corporation Common Stock $2,585,475 0.32% 18,911 $-725,543 Down ×2
RDVY First Trust Rising Dividend Achievers ETF $2,495,993 0.31% 30,792 $69,894 Down ×1
DFAS $2,480,943 0.30% 30,130 $339,698 Up ×1
VDC $2,443,091 0.30% 10,835 $-16,080 Down ×6
BNDX Vanguard Total International Bond ETF $2,361,662 0.29% 48,764 $138,175 Up ×5
XTEN $2,243,874 0.28% 49,229 $251,193 Up ×2
AXP American Express Company Common Stock $2,201,080 0.27% 6,507 $235,315 Up ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $2,173,079 0.27% 2,149 $350,799 Down ×1
VWO $2,054,953 0.25% 34,427 $432,018 Up ×1
IWB $2,011,103 0.25% 4,911 $98,584 Down ×5
SHOP Shopify Inc. - Class A Subordinate Voting Shares $1,965,837 0.24% 17,217 $-176,084 Down ×2
WMT Walmart Inc. - Common Stock $1,957,565 0.24% 17,284 $-123,431 Up ×1
BINC $1,824,525 0.22% 34,859 $-1,243,564 Down ×2
MRK Merck & Company, Inc. Common Stock (new) $1,765,394 0.22% 13,738 $94,080 Down ×1
SUSL iShares ESG MSCI USA Leaders ETF $1,756,282 0.22% 13,229 $219,807 Down ×1
V Visa Inc. $1,727,216 0.21% 5,034 $177,762 Down ×1
IEV $1,716,856 0.21% 23,567 $49,133 Down ×6
PSLV $1,712,522 0.21% 90,754 $-500,627 Up ×6
TXN Texas Instruments Incorporated - Common Stock $1,703,380 0.21% 5,715 $681,410 Up ×1
AMAT Applied Materials, Inc. - Common Stock $1,690,850 0.21% 2,339 $816,139 Down ×2
WFC Wells Fargo & Company Common Stock $1,654,258 0.20% 20,018 $-20,209 Down ×2
ZNOV $1,644,513 0.20% 59,888 $54,487
RBLX Roblox Corporation Class A Common Stock $1,598,446 0.20% 29,394 $-60,515 Up ×2
GGOV $1,557,934 0.19% 30,979 Up ×1
VLO Valero Energy Corporation Common Stock $1,532,885 0.19% 5,886 $80,159 Up ×1
IGM $1,531,763 0.19% 9,364 $422,035
IBM International Business Machines Corporation Common Stock $1,521,448 0.19% 5,410 $200,632 Down ×1
PJUL $1,490,218 0.18% 30,531 $-264,224 Down ×1
SLV $1,441,070 0.18% 26,951 $-419,970 Down ×4
PG Procter & Gamble Company (The) Common Stock $1,427,482 0.18% 9,735 $-323,848 Down ×2
MUC Blackrock MuniHoldings California Quality Fund, Inc. Common Stock $1,368,354 0.17% 124,509 $110,590 Up ×3
VGT $1,364,183 0.17% 11,414 $310,034 Up ×1
IXN $1,361,580 0.17% 9,424 $411,865 Down ×6

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
IVW $20,332,429 2.49% up ×3
SCHZ $15,248,431 1.87% up ×3
VOO $10,160,624 1.25% up ×5
IUSB $9,808,384 1.20% up ×3
TSLA $6,731,703 0.83% up ×6
MBB $5,804,837 0.71% up ×5
GOVT $5,552,124 0.68% up ×4
BE $5,007,801 0.61% up ×5
VCIT $4,646,559 0.57% up ×4
SHLD $4,228,787 0.52% up ×3
MU $2,809,478 0.34% up ×4
BNDX $2,361,662 0.29% up ×5
PSLV $1,712,522 0.21% up ×6
MUC $1,368,354 0.17% up ×3
SDOG $1,285,908 0.16% up ×6

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
IALT $4,452,489 158,734 0.55%
GGOV $1,557,934 30,979 0.19%
DAPR $934,026 22,848 0.11%
SCMB $707,511 27,402 0.09%
DFUS $704,684 8,600 0.09%
ZMAY $697,549 26,863 0.09%
AAPL $636,592 2,200 0.08%
IEF $555,126 5,870 0.07%
IMAR $478,930 15,731 0.06%
COST $467,735 500 0.06%
STIP $465,134 4,553 0.06%
XAR $444,699 1,567 0.05%
STX $398,545 413 0.05%
Unknown issuer (CUSIP: 84615Q103) $396,442 2,320 0.05%
SPY $373,385 500 0.05%

Top movers (QoQ)

Security Action Shares Δ Value Δ
SPYM Bought more +178K +$19.7M
IVV Bought more +14K +$15.0M
EFV Trimmed -112K -$8.1M
QUAL Trimmed -40K -$6.6M
CORO Bought more +129K +$6.4M
DYNF Bought more +21K +$5.5M
AAPL Trimmed -2K +$5.3M
EFG Bought more +27K +$4.1M
IVW Bought more +4K +$4.0M
BAI Trimmed -44K +$3.0M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
IAGG June 30, 2026 34,856 $1,744,197 No longer tracked
KJUL Sept. 30, 2025 50,154 $1,464,246 No longer tracked
EJUL Sept. 30, 2025 49,367 $1,366,474 No longer tracked
BSCP Dec. 31, 2025 49,199 $1,017,927 No longer tracked
IJAN Sept. 30, 2025 27,061 $925,646 No longer tracked
EVM June 30, 2025 71,693 $664,594 No longer tracked
IAUG March 31, 2026 23,021 $655,178 No longer tracked
SBUX June 30, 2026 7,115 $637,442 3.1%
HON June 30, 2026 2,714 $613,432 -1.2%
BFZ March 31, 2026 56,298 $604,646 No longer tracked
AHR June 30, 2025 19,239 $582,942 50.7%
MUC June 30, 2025 53,241 $570,216 2.9%
ILCV June 30, 2025 6,018 $490,166 No longer tracked
TFI June 30, 2025 10,679 $481,303 No longer tracked
CAVA Sept. 30, 2025 5,420 $456,527 19.2%
AUGU March 31, 2025 17,073 $447,077 No longer tracked
SEPU March 31, 2025 17,181 $442,760 No longer tracked
DFAC March 31, 2026 10,624 $420,607 No longer tracked
BALL June 30, 2026 6,596 $389,878 0.5%
GBF Dec. 31, 2025 3,576 $376,751 No longer tracked
QMMY March 31, 2025 17,273 $373,446 No longer tracked
STIP Dec. 31, 2025 3,562 $368,168 No longer tracked
ISRG March 31, 2026 648 $367,001 -14.3%
TLT March 31, 2026 3,955 $344,718
NKX June 30, 2025 27,310 $343,827 3.2%
ADBE March 31, 2026 974 $340,890 12.7%
VNOMXXXX Sept. 30, 2025 8,696 $331,578 No longer tracked
HEZU June 30, 2025 8,169 $318,346 No longer tracked
HYDB June 30, 2025 6,687 $314,891 No longer tracked
ELV Dec. 31, 2025 972 $314,200 12.6%
PFEB June 30, 2025 8,704 $311,777 No longer tracked
YJUN June 30, 2025 13,555 $307,427 No longer tracked
ABT June 30, 2026 2,867 $294,402 26.6%
NJUL June 30, 2025 4,865 $292,030 No longer tracked
KOCT Sept. 30, 2025 9,480 $289,140 No longer tracked
IYE June 30, 2025 5,787 $285,291 No longer tracked
INTU March 31, 2026 423 $280,472 -16.3%
LIN June 30, 2026 530 $262,700 -6.1%
BSX March 31, 2026 2,744 $261,640 -18.0%
COIN Sept. 30, 2025 745 $261,115 -49.5%
FFEB March 31, 2026 4,500 $254,790 No longer tracked
ICVT June 30, 2026 2,502 $254,679 No longer tracked
MRVL March 31, 2025 2,266 $250,310 295.1%
IXC March 31, 2025 6,528 $249,245 No longer tracked
CRWV Dec. 31, 2025 1,813 $248,109 28.2%
CRM March 31, 2025 741 $247,788 -23.4%
CHKP March 31, 2026 1,331 $246,980 -7.1%
KMX Sept. 30, 2025 3,662 $246,123 34.0%
THM March 31, 2026 129,687 $241,218 No longer tracked
BJUN March 31, 2026 5,125 $239,543 No longer tracked
LPLA March 31, 2026 661 $236,105 18.8%
EIX Dec. 31, 2025 4,263 $235,666 24.2%
HEFA Sept. 30, 2025 6,145 $233,246 No longer tracked
KJAN June 30, 2025 6,511 $232,703 No longer tracked
ULXXXX Dec. 31, 2025 3,913 $231,948 No longer tracked
ESGE March 31, 2025 6,844 $228,521
FLOT June 30, 2025 4,475 $228,449 No longer tracked
UL March 31, 2026 3,480 $227,592 11.7%
ETN Dec. 31, 2025 607 $227,170 30.8%
FISV March 31, 2026 3,331 $223,743 -8.0%
APP March 31, 2026 325 $218,992 -20.5%
FETH Dec. 31, 2025 5,263 $218,678 No longer tracked
SCHB March 31, 2025 9,595 $217,817 No longer tracked
SCHG March 31, 2026 6,666 $217,445 No longer tracked
FXL March 31, 2025 1,456 $216,289 No longer tracked
MLM March 31, 2025 414 $213,845 10.2%
NVO Sept. 30, 2025 3,093 $213,479 -16.2%
AR June 30, 2026 5,014 $212,794 7.8%
ADSK June 30, 2026 876 $209,714 30.4%
MRVL Dec. 31, 2025 2,491 $209,460 186.2%
FBTC Dec. 31, 2025 2,095 $209,102 No longer tracked
PSTG Dec. 31, 2025 2,491 $208,771 No longer tracked
BABA March 31, 2026 1,418 $207,850 -0.1%
NEE June 30, 2026 2,223 $206,508 -2.3%
BITB Dec. 31, 2025 3,313 $206,135 No longer tracked
PGR Dec. 31, 2025 832 $205,498 -3.5%
DFAT March 31, 2025 3,685 $205,102 No longer tracked
IBDQ March 31, 2025 8,183 $204,984 No longer tracked
TXRH Sept. 30, 2025 1,091 $204,466 21.7%
VHT March 31, 2026 708 $203,735 No longer tracked
AR Sept. 30, 2025 5,030 $202,608 12.9%
NKE March 31, 2026 3,172 $202,075 -23.2%
EPD June 30, 2025 5,892 $201,167 23.7%
W June 30, 2026 2,673 $201,036 16.2%
VHT Sept. 30, 2025 809 $200,902 No longer tracked
MDYV March 31, 2026 2,373 $200,874 No longer tracked
SG Sept. 30, 2025 12,024 $178,917 -16.7%
FFWM June 30, 2026 16,283 $96,070 No longer tracked
OGN March 31, 2026 11,538 $82,724 129.3%
BITF June 30, 2026 23,750 $46,313 No longer tracked
LCIDXXXX Sept. 30, 2025 15,253 $32,184 No longer tracked