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CIK: 0001721527
Total reported value
$814.9M
$814.9M
397 檔
17.2%
The Q1 2026 SEC filing reveals that Cypress Wealth Services, LLC held a total portfolio value of $814.9M, covering 397 public equity positions.
Cypress Wealth Services, LLC executed strategic sector rebalancing during Q1 2026, establishing 31 new positions while fully exiting 23 holdings and trimming 83 positions.
Showing top 200 holdings (of 397 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.90% | -0.05% | -2.08% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.23% | +1.28% | +9.03% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.87% | +1.91% | -2.60% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.36% | +0.23% | -2.21% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.40% | -0.54% | -10.40% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.30% | +0.20% | +1.86% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.13% | -1.09% | -1.13% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.09% | -1.27% | -18.36% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.93% | -0.06% | +7.16% | |
| 10 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 1.73% | +0.56% | — | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.56% | +0.10% | -4.98% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.34% | -0.17% | +1.45% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.25% | +0.02% | -4.21% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | — | +8.64% | |
| 15 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.25% | -0.33% | +9.65% | |
| 16 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.24% | +0.20% | +7.29% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.21% | +0.03% | -3.21% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.18% | +0.03% | -2.48% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.13% | — | -2.74% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.09% | -0.25% | -9.95% | |
| 21 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.09% | +0.11% | +10.63% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | -0.03% | -2.33% | |
| 23 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.97% | +0.07% | -65.24% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.95% | -0.08% | -1.65% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.92% | -0.03% | -2.10% | |
| 26 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.91% | +0.39% | +94.70% | |
| 27 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 0.91% | +0.13% | — | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.91% | +0.09% | -1.71% | |
| 29 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.91% | -0.27% | -37.37% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | +0.06% | -4.85% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.84% | +0.12% | -1.89% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.82% | +0.01% | +1.11% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | -0.10% | +1.39% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.81% | — | -1.50% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.09% | -3.81% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | -0.03% | -1.66% | |
| 37 | MBB | Ishares Mbs ETF | ETF-Other | 0.76% | -0.05% | +8.87% | |
| 38 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.73% | -0.02% | +7.70% | |
| 39 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.73% | -0.05% | +766.35% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.68% | -0.06% | -0.71% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.65% | -0.08% | +4.31% | |
| 42 | PFF | Ishares Preferred & Income S | ETF-Other | 0.60% | -0.07% | -1.20% | |
| 43 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.59% | -0.07% | +34.18% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | +0.04% | -0.89% | |
| 45 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.52% | +0.01% | +3.53% | |
| 46 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.50% | -0.06% | -1.77% | |
| 47 | IVLU | Ishares Msci International V | ETF-Other | 0.50% | -0.06% | -3.21% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.48% | -0.15% | -1.06% | |
| 49 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.47% | +0.10% | -6.99% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.15% | -0.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOVT | Ishares US Treasury Bond ETF | +0.7% | +766.35% | Add |
| 2 | EFG | Ishares Msci Eafe Growth ETF | +0.4% | +94.70% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.2% | +9.03% | Add |
| 4 | SHLD | Global X Defense Tech ETF | +0.2% | +34.18% | Add |
| 5 | BE | Bloom Energy Corp- A | +0.2% | +23.98% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.2% | -0.01% | Trim |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | +0.2% | +7.16% | Add |
| 8 | CVX | Chevron CORP | +0.1% | -1.06% | Trim |
| 9 | COST | Costco Wholesale CORP | +0.1% | +1.39% | Add |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +10.63% | Add |
| 11 | MUC | Blackrock Munihold Ca Qlty | +0.1% | +93.69% | Add |
| 12 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | +7.29% | Add |
| 13 | AMLP | Alerian Mlp ETF | +0.1% | +155.91% | Add |
| 14 | CAT | Caterpillar Inc | +0.1% | +3.62% | Add |
| 15 | MBB | Ishares Mbs ETF | +0.1% | +8.87% | Add |
| 16 | JNJ | Johnson & Johnson | +0.1% | -1.48% | Trim |
| 17 | VLO | Valero Energy CORP | +0.1% | -8.02% | Trim |
| 18 | VOO | Vanguard S&p 500 ETF | +0.1% | +8.64% | Add |
| 19 | THRO | Ishares U.s. Thematic Rotati | +0.1% | +9.65% | Add |
| 20 | LNG | Cheniere Energy Inc | +0.1% | +0.69% | Add |
| 21 | BNDX | Vanguard Total Intl Bond ETF | 0% | +16.23% | Add |
| 22 | COP | Conocophillips | 0% | +22.80% | Add |
| 23 | VDE | Vanguard Energy ETF | 0% | +0.38% | Add |
| 24 | IAGG | Ishares Intl Aggregate Bond | 0% | +16.41% | Add |
| 25 | MRK | Merck & Co. Inc. | 0% | +1.50% | Add |
| 26 | SCHD | Schwab US Dvd Equity ETF | 0% | -3.66% | Trim |
| 27 | VCIT | Vanguard Int-term Corporate | 0% | +4.31% | Add |
| 28 | VYM | Vanguard High Dvd Yield ETF | 0% | -1.65% | Trim |
| 29 | PHYS | Sprott Physical Gold Trust | 0% | +7.68% | Add |
| 30 | APD | Air Products & Chemicals Inc | 0% | +41.27% | Add |
| 31 | EJAN | Innovator Emerging Markets P | 0% | +72.27% | Add |
| 32 | XLE | Ss Energy Select Sector | 0% | +18.62% | Add |
| 33 | ENSG | Ensign Group Inc/the | 0% | -2.31% | Trim |
| 34 | CMCSA | Comcast Corp-class A | 0% | +39.58% | Add |
| 35 | VZ | Verizon Communications Inc | 0% | -6.53% | Trim |
| 36 | DE | Deere & Co | 0% | +0.38% | Add |
| 37 | SBUX | Starbucks CORP | 0% | +29.20% | Add |
| 38 | NNOV | Innovator G-100 Pb ETF - Nov | 0% | +51.42% | Add |
| 39 | LRCX | Lam Research CORP | 0% | +23.99% | Add |
| 40 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | 0% | +10.05% | Add |
| 41 | BDX | Becton Dickinson And Co | 0% | +66.69% | Add |
| 42 | MAR | Marriott International -cl A | 0% | -0.59% | Trim |
| 43 | DVY | Ishares Select Dividend ETF | 0% | -1.96% | Trim |
| 44 | MU | Micron Technology Inc | 0% | +8.57% | Add |
| 45 | PFE | Pfizer Inc | 0% | +20.79% | Add |
| 46 | AGI | Alamos Gold Inc-class A | 0% | — | Unchanged |
| 47 | AMT | American Tower CORP | 0% | +35.37% | Add |
| 48 | PMAR | Innovator U.s. Equity Power | 0% | +34.10% | Add |
| 49 | WMT | Walmart Inc | 0% | -5.29% | Trim |
| 50 | OMC | Omnicom Group | 0% | +35.74% | Add |
According to official SEC Form 13F filings, Cypress Wealth Services, LLC reported a total U.S. public equity portfolio value of $814.9M across 397 disclosed positions in Q1 2026.
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 17.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
CORO
市值: $12.2M
Top Position Liquidated / Trimmed
IAUG
前期市值: $655.2K
During Q1 2026, Cypress Wealth Services, LLC's top holdings by market value included AAPL (5.9%)、IVV (4.2%)、SPYM (3.9%). The largest single position, AAPL, represented 5.9% of total portfolio value.
In Q1 2026, Cypress Wealth Services, LLC made 198 total portfolio adjustments, initiating 31 new buys, adding to 61 positions, trimming 83 holdings, and fully liquidating 23 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.
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