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CIK: 0001721527
Total reported value
$847.6M
$847.6M
422 檔
22.3%
At the close of Q2 2026, Cypress Wealth Services, LLC disclosed equity holdings valued at approximately $847.6M, spread across 422 reported holdings.
In Q2 2026, Cypress Wealth Services, LLC displayed an active expansion posture, initiating 38 new positions and adding to 70 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 422 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.85% | +0.64% | +0.14% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.78% | +0.59% | +49.72% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.51% | +0.20% | +30.74% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.59% | -0.42% | +5.12% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.49% | +0.09% | +2.60% | |
| 6 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 2.29% | +0.34% | +33.93% | |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.87% | +0.14% | +11.92% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.86% | -0.04% | -17.13% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.66% | -0.06% | +7.00% | |
| 10 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.44% | -0.21% | -16.49% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.30% | -0.47% | +46.65% | |
| 12 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.27% | +0.04% | +388.89% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | -0.01% | +0.07% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | +0.17% | +3.11% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.21% | -0.07% | -5.03% | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.20% | +0.18% | +27.43% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.17% | +0.44% | -0.44% | |
| 18 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.13% | — | -0.56% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.04% | -0.01% | -50.79% | |
| 20 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 1.04% | +0.36% | +6.83% | |
| 21 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.04% | +0.02% | +7.40% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.00% | +0.06% | -2.28% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.00% | -0.04% | +13.51% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.96% | — | +3.43% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.94% | -0.03% | -0.36% | |
| 26 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.92% | +0.02% | -28.58% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.89% | -0.04% | +296.72% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.87% | -0.02% | -0.98% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.84% | -0.31% | -25.41% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.83% | -0.09% | +2.51% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.82% | -0.02% | -56.20% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.81% | -0.06% | +0.19% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | -0.02% | -1.41% | |
| 34 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.71% | -0.60% | -22.35% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | -0.08% | +7.85% | |
| 36 | MBB | Ishares Mbs ETF | ETF-Other | 0.71% | -0.62% | +8.04% | |
| 37 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.68% | +0.01% | +7.36% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | — | -2.87% | |
| 39 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.64% | — | -26.02% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.62% | -0.01% | -4.26% | |
| 41 | BE | Bloom Energy Corp- A | Stock-Industrials | 0.61% | +0.10% | +5.33% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | -0.01% | +1.52% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.57% | -0.05% | +1.68% | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.57% | +0.03% | -0.27% | |
| 45 | IALT | Ishrs Sys Alt Act ETF | ETF-Other | 0.55% | +0.02% | — | |
| 46 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.53% | -0.47% | -18.06% | |
| 47 | PFF | Ishares Preferred & Income S | ETF-Other | 0.53% | -0.05% | -0.62% | |
| 48 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.52% | -0.04% | +20.64% | |
| 49 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.44% | -0.02% | -0.08% | |
| 50 | IVLU | Ishares Msci International V | ETF-Other | 0.44% | -0.02% | -3.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.9% | +49.72% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +1.3% | +30.74% | Add |
| 3 | CORO | Ish Intl Ctry Rot Act ETF | +0.6% | +33.93% | Add |
| 4 | IALT | Ishrs Sys Alt Act ETF | +0.6% | NEW | New buy |
| 5 | EFG | Ishares Msci Eafe Growth ETF | +0.4% | +46.65% | Add |
| 6 | BE | Bloom Energy Corp- A | +0.3% | +5.33% | Add |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +5.12% | Add |
| 8 | MU | Micron Technology Inc | +0.2% | +3.27% | Add |
| 9 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +2.60% | Add |
| 10 | BAI | Ishrs Ai In And Tech Act ETF | +0.2% | -16.49% | Trim |
| 11 | GGOV | Ishares Global Gb Usd Ha ETF | +0.2% | NEW | New buy |
| 12 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | +0.1% | +6.83% | Add |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +3.43% | Add |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +27.43% | Add |
| 15 | DAPR | Ft Vest U.s. Equity Deep Buf | +0.1% | NEW | New buy |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +7.00% | Add |
| 17 | IYW | Ishares Ustechnology ETF | +0.1% | -0.27% | Trim |
| 18 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +236.88% | Add |
| 19 | DFAT | Dimensional US Target Value | +0.1% | +304.14% | Add |
| 20 | VEA | Vanguard Ftse Developed ETF | +0.1% | +13.51% | Add |
| 21 | CAT | Caterpillar Inc | +0.1% | -1.08% | Trim |
| 22 | AMAT | Applied Materials Inc | +0.1% | -8.60% | Trim |
| 23 | AMD | Advanced Micro Devices | +0.1% | +9.25% | Add |
| 24 | INTC | Intel CORP | +0.1% | +27.41% | Add |
| 25 | SCMB | Schwab Municipal Bond ETF | +0.1% | NEW | New buy |
| 26 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | NEW | New buy |
| 27 | ZMAY | Innovator Edp ETF -1 Yr May | +0.1% | NEW | New buy |
| 28 | CSCO | Cisco Systems Inc | +0.1% | -0.09% | Trim |
| 29 | OEF | Ishares S&p 100 ETF | +0.1% | +7.40% | Add |
| 30 | TXN | Texas Instruments Inc | +0.1% | +8.57% | Add |
| 31 | SOXX | Ishares Semiconductor ETF | +0.1% | +7.04% | Add |
| 32 | IEF | Ishares 7-10 Year Treasury B | +0.1% | NEW | New buy |
| 33 | GOOG | Alphabet Inc-cl C | +0.1% | -0.36% | Trim |
| 34 | IMAR | Innovator Intdevpow Buf-mar | +0.1% | NEW | New buy |
| 35 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | NEW | New buy |
| 36 | LRCX | Lam Research CORP | +0.1% | +1.59% | Add |
| 37 | MRVL | Marvell Technology Inc | +0.1% | +0.31% | Add |
| 38 | ✓ | +0.1% | NEW | New buy | |
| 39 | XAR | Ss Spdr S&p Aerospace Def | +0.1% | NEW | New buy |
| 40 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +169.42% | Add |
| 41 | STX | Seagate Technology Holdings plc | +0.1% | NEW | New buy |
| 42 | AVGO | Broadcom Inc | 0% | +1.52% | Add |
| 43 | LLY | Eli Lilly & Co | 0% | -0.83% | Trim |
| 44 | VTI | Vanguard Total Stock Mkt ETF | 0% | +33.31% | Add |
| 45 | IXN | Ishares Global Tech ETF | 0% | -0.80% | Trim |
| 46 | GPIX | Gldm SA S&p 500 Pr In Etf-us | 0% | NEW | New buy |
| 47 | CRWV | Coreweave Inc-cl A | 0% | NEW | New buy |
| 48 | IAPR | Innovator International Deve | 0% | NEW | New buy |
| 49 | OTIS | Otis Worldwide CORP | 0% | NEW | New buy |
| 50 | ARTY | Ishares Future Ai & Tech ETF | 0% | NEW | New buy |
According to official SEC Form 13F filings, Cypress Wealth Services, LLC reported a total U.S. public equity portfolio value of $847.6M across 422 disclosed positions in Q2 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, SPYM, IVV) accounted for 22.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
IALT
市值: $4.5M
Top Position Liquidated / Trimmed
IAGG
前期市值: $1.7M
During Q2 2026, Cypress Wealth Services, LLC's top holdings by market value included AAPL (5.8%)、SPYM (5.8%)、IVV (5.5%). The largest single position, AAPL, represented 5.8% of total portfolio value.
In Q2 2026, Cypress Wealth Services, LLC made 194 total portfolio adjustments, initiating 38 new buys, adding to 70 positions, trimming 75 holdings, and fully liquidating 11 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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