Cypress Wealth Services, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$708.3M
Q ending 2026-03-31
Prior quarter
$722.7M
Q ending 2025-12-31
Change
-2.0% QoQ · +43.7% YoY
Positions
397
reported holdings
Largest positions
Top 100 of 397 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $41.8M | 165K |
| Ishares Tr | IVV | Shares | $30.0M | 46K |
| Spdr Series Trust | SPYM | Shares | $27.4M | 358K |
| Blackrock Etf Trust | DYNF | Shares | $23.8M | 410K |
| Ishares Tr | IVE | Shares | $17.0M | 80K |
| Ishares Tr | IVW | Shares | $16.3M | 144K |
| Ishares Tr | QUAL | Shares | $15.1M | 79K |
| Ishares Tr | EFV | Shares | $14.8M | 199K |
| Schwab Strategic Tr | SCHZ | Shares | $13.7M | 589K |
| Blackrock Etf Trust | CORO | Shares | $12.2M | 381K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $11.0M | 17K |
| Microsoft Corp | MSFT | Shares | $9.5M | 26K |
| Vanguard World Fd | MGK | Shares | $8.8M | 24K |
| Vanguard Index Fds | VOO | Shares | $8.8M | 15K |
| Blackrock Etf Trust | THRO | Shares | $8.8M | 244K |
| Blackrock Etf Trust | BAI | Shares | $8.8M | 267K |
| Nvidia Corporation | NVDA | Shares | $8.5M | 49K |
| Alphabet Inc | GOOGL | Shares | $8.4M | 29K |
| Ishares Tr | ESGU | Shares | $8.0M | 56K |
| Ishares Inc | IEMG | Shares | $7.7M | 111K |
| Ishares Tr | IUSB | Shares | $7.7M | 167K |
| Amazon Com Inc | AMZN | Shares | $7.3M | 35K |
| Ishares Tr | OEF | Shares | $6.8M | 22K |
| Vanguard Whitehall Fds | VYM | Shares | $6.7M | 45K |
| Vanguard Index Fds | VO | Shares | $6.5M | 23K |
| Ishares Tr | EFG | Shares | $6.5M | 58K |
| Blackrock Etf Trust | BLCR | Shares | $6.5M | 157K |
| Vanguard Tax-Managed Fds | VEA | Shares | $6.4M | 101K |
| Spdr Index Shs Fds | SPEM | Shares | $6.4M | 137K |
| Alphabet Inc | GOOG | Shares | $6.3M | 22K |
| Invesco Qqq Tr | QQQ | Shares | $5.9M | 10K |
| Tesla Inc | TSLA | Shares | $5.8M | 16K |
| Costco Wholesale Corporation | COST | Shares | $5.7M | 6K |
| Vanguard Index Fds | VB | Shares | $5.7M | 22K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $5.4M | 11K |
| Jpmorgan Chase & Co | JPM | Shares | $5.4M | 18K |
| Ishares Tr | MBB | Shares | $5.4M | 57K |
| Invesco Exch Traded Fd Tr Ii | SPMO | Shares | $5.2M | 46K |
| Ishares Tr | GOVT | Shares | $5.2M | 227K |
| Vanguard Specialized Funds | VIG | Shares | $4.8M | 22K |
| Vanguard Scottsdale Fds | VCIT | Shares | $4.6M | 55K |
| Ishares Tr | PFF | Shares | $4.3M | 141K |
| Global X Fds | SHLD | Shares | $4.2M | 59K |
| Broadcom Inc | AVGO | Shares | $4.0M | 13K |
| Ishares Tr | MTUM | Shares | $3.7M | 15K |
| Ishares Tr | HYG | Shares | $3.5M | 45K |
| Ishares Tr | IVLU | Shares | $3.5M | 89K |
| Chevron Corporation | CVX | Shares | $3.4M | 16K |
| Ishares Tr | IYW | Shares | $3.3M | 18K |
| Exxon Mobil Corp | XOM | Shares | $3.3M | 20K |
| Ishares Tr | TLH | Shares | $3.3M | 33K |
| Marriott Intl Inc New | MAR | Shares | $3.2M | 10K |
| Meta Platforms Inc | META | Shares | $3.1M | 5K |
| Blackrock Etf Trust Ii | BINC | Shares | $3.1M | 59K |
| Ishares Tr | MUB | Shares | $3.1M | 29K |
| Ishares Gold Tr | IAU | Shares | $3.0M | 34K |
| Johnson & Johnson | JNJ | Shares | $3.0M | 12K |
| Ishares Tr | DVY | Shares | $2.8M | 19K |
| Dimensional Etf Trust | DFUV | Shares | $2.8M | 58K |
| Aim Etf Products Trust | NVBU | Shares | $2.7M | 96K |
| Schwab Strategic Tr | SCHD | Shares | $2.7M | 87K |
| Blackrock Etf Trust | IDEF | Shares | $2.6M | 81K |
| United Parcel Svcs Inc | UPS | Shares | $2.6M | 26K |
| Vanguard World Fd | VDC | Shares | $2.5M | 11K |
| First Tr Exchange Traded Fd | RDVY | Shares | $2.4M | 36K |
| Vanguard Charlotte Fds | BNDX | Shares | $2.2M | 46K |
| Eli Lilly & Co | LLY | Shares | $2.2M | 2K |
| Sprott Asset Management Lp | PSLV | Shares | $2.2M | 91K |
| Caterpillar Inc | CAT | Shares | $2.2M | 3K |
| Shopify Inc | SHOP | Shares | $2.1M | 18K |
| Dimensional Etf Trust | DFAS | Shares | $2.1M | 30K |
| Bloom Energy Corp | BE | Shares | $2.1M | 16K |
| Walmart Inc | WMT | Shares | $2.1M | 17K |
| Bondbloxx Etf Trust | XTEN | Shares | $2.0M | 43K |
| American Express Co | AXP | Shares | $2.0M | 6K |
| Ishares Tr | IWB | Shares | $1.9M | 5K |
| Cisco Sys Inc | CSCO | Shares | $1.9M | 24K |
| Ishares Silver Tr | SLV | Shares | $1.9M | 27K |
| Goldman Sachs Group Inc | GS | Shares | $1.8M | 2K |
| Innovator Etfs Trust | PJUL | Shares | $1.8M | 38K |
| Procter & Gamble Co | PG | Shares | $1.8M | 12K |
| Ishares Tr | IAGG | Shares | $1.7M | 35K |
| Ensign Group Inc | ENSG | Shares | $1.7M | 8K |
| Wells Fargo & Co | WFC | Shares | $1.7M | 21K |
| Merck & Co Inc | MRK | Shares | $1.7M | 14K |
| Ishares Tr | IEV | Shares | $1.7M | 25K |
| Roblox Corp | RBLX | Shares | $1.7M | 29K |
| Vanguard Intl Equity Index F | VWO | Shares | $1.6M | 30K |
| Sprott Asset Management Lp | PHYS | Shares | $1.6M | 45K |
| Innovator Etfs Trust | ZNOV | Shares | $1.6M | 60K |
| Visa Inc | V | Shares | $1.5M | 5K |
| Ishares Tr | SUSL | Shares | $1.5M | 14K |
| Valero Energy Corp | VLO | Shares | $1.5M | 6K |
| Verizon Communications Inc | VZ | Shares | $1.4M | 29K |
| International Business Machs | IBM | Shares | $1.3M | 5K |
| Philip Morris Intl Inc | PM | Shares | $1.3M | 8K |
| Blackrock Munihldngs Cali | MUC | Shares | $1.3M | 121K |
| First Tr Exchng Traded Fd Vi | YJUN | Shares | $1.2M | 48K |
| Alps Etf Tr | SDOG | Shares | $1.2M | 19K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $1.2M | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.