13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001721527
Total reported value
$814.9M
$814.9M
346 檔
16.4%
According to the latest 13F quarterly dataset, Cypress Wealth Services, LLC managed an equity portfolio of $814.9M at the end of Q3 2025, spanning 346 distinct U.S. exchange-listed positions.
In Q3 2025, Cypress Wealth Services, LLC displayed an active expansion posture, initiating 10 new positions and adding to 25 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 346 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.68% | -0.05% | +1.24% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.62% | +1.28% | -2.27% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.12% | +1.91% | +8.91% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.79% | -1.09% | -10.05% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.73% | +0.23% | +6.09% | |
| 6 | OEF | Ishares S&p 100 ETF | ETF-Other | 3.13% | +0.07% | +36.94% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.82% | -1.27% | -13.91% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.65% | +0.20% | -2.01% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.01% | -0.54% | +1.08% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.89% | -0.06% | -4.88% | |
| 11 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.71% | +0.02% | -1.39% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.69% | +0.10% | -0.39% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | -0.17% | +1.15% | |
| 14 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.39% | — | +0.71% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.34% | — | +1.10% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.29% | +0.03% | +2.58% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.23% | -0.27% | +21.09% | |
| 18 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.22% | -0.33% | +3.60% | |
| 19 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.18% | +0.20% | +95.90% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.13% | +0.03% | -8.09% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.12% | -0.03% | -0.50% | |
| 22 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.09% | +0.11% | -12.89% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.06% | -0.08% | -1.01% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.01% | -0.25% | +9.23% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | -0.03% | +9.64% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.97% | +0.09% | +2.68% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.92% | — | +0.50% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.92% | +0.01% | +0.15% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.92% | -0.09% | +3.05% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | +0.06% | -4.35% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.10% | +5.73% | |
| 32 | PFF | Ishares Preferred & Income S | ETF-Other | 0.73% | -0.07% | -3.16% | |
| 33 | MBB | Ishares Mbs ETF | ETF-Other | 0.72% | -0.05% | +2.00% | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.71% | +0.39% | -57.21% | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.70% | +0.10% | -54.55% | |
| 36 | IAU | Ishares Gold Trust | ETF-Commodities | 0.67% | -0.10% | +31.50% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.66% | +0.12% | +2.65% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.62% | -0.08% | +4.00% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | -0.06% | +2.58% | |
| 40 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.58% | -0.06% | +1.30% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | -0.03% | +6.13% | |
| 42 | IVLU | Ishares Msci International V | ETF-Other | 0.55% | -0.06% | -7.57% | |
| 43 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.53% | -0.15% | +21.01% | |
| 44 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.50% | -0.21% | +4.85% | |
| 45 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.49% | -0.02% | -1.04% | |
| 46 | NVBU | Allianzim US Bf15 Uncap Nov | ETF-Other | 0.46% | -0.05% | — | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.45% | -0.04% | -4.33% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | +0.04% | +29.53% | |
| 49 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.44% | -0.04% | +0.21% | |
| 50 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.43% | -0.01% | +8.14% |
According to official SEC Form 13F filings, Cypress Wealth Services, LLC reported a total U.S. public equity portfolio value of $814.9M across 346 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, SPYM) accounted for 16.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPEM
市值: $7.5M
Top Position Liquidated / Trimmed
HEFA
前期市值: $2.5M
During Q3 2025, Cypress Wealth Services, LLC's top holdings by market value included AAPL (5.7%)、IVV (4.6%)、SPYM (4.1%). The largest single position, AAPL, represented 5.7% of total portfolio value.
In Q3 2025, Cypress Wealth Services, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 25 positions, trimming 12 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.