# Cypress Wealth Services, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1721527. Source: https://holderbook.com/funds/1721527-cypress-wealth-services-llc/

- Reported value: $814.9M
- Positions: 422
- Weight of the ten largest: 32.4%
- Filed: 2026-07-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $47.7M | 162,581 | 5.9% | 31 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $47.1M | 535,606 | 5.8% | 22 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $44.9M | 59,992 | 5.5% | 31 |
| BLACKROCK ETF TRUST | [DYNF](https://holderbook.com/stocks/DYNF/) | $29.3M | 430,577 | 3.6% | 10 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $20.3M | 147,840 | 2.5% | 13 |
| BLACKROCK ETF TRUST | [CORO](https://holderbook.com/stocks/CORO/) | $18.7M | 510,139 | 2.3% | 2 |
| SCHWAB STRATEGIC TR | [SCHZ](https://holderbook.com/stocks/SCHZ/) | $15.2M | 659,249 | 1.9% | 31 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $15.1M | 66,607 | 1.9% | 10 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $13.6M | 17,649 | 1.7% | 31 |
| BLACKROCK ETF TRUST | [BAI](https://holderbook.com/stocks/BAI/) | $11.8M | 223,091 | 1.4% | 5 |
| ISHARES TR | [EFG](https://holderbook.com/stocks/EFG/) | $10.6M | 85,176 | 1.3% | 25 |
| VANGUARD WORLD FD | [MGK](https://holderbook.com/stocks/MGK/) | $10.3M | 117,719 | 1.3% | 31 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $10.2M | 14,794 | 1.2% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $10.1M | 48,975 | 1.2% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $9.9M | 27,595 | 1.2% | 31 |
| ISHARES TR | [IUSB](https://holderbook.com/stocks/IUSB/) | $9.8M | 212,533 | 1.2% | 22 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $9.5M | 25,579 | 1.2% | 31 |
| ISHARES TR | [ESGU](https://holderbook.com/stocks/ESGU/) | $9.2M | 56,035 | 1.1% | 26 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $8.5M | 38,773 | 1.0% | 27 |
| BLACKROCK ETF TRUST | [BLCR](https://holderbook.com/stocks/BLCR/) | $8.5M | 167,959 | 1.0% | 2 |
| ISHARES TR | [OEF](https://holderbook.com/stocks/OEF/) | $8.5M | 23,100 | 1.0% | 19 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $8.2M | 34,351 | 1.0% | 31 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $8.1M | 114,099 | 1.0% | 31 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $7.8M | 10,553 | 1.0% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $7.7M | 21,751 | 0.9% | 31 |
| BLACKROCK ETF TRUST | [THRO](https://holderbook.com/stocks/THRO/) | $7.5M | 174,175 | 0.9% | 5 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $7.2M | 89,687 | 0.9% | 31 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $7.1M | 44,777 | 0.9% | 31 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $6.8M | 82,503 | 0.8% | 14 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $6.7M | 16,005 | 0.8% | 31 |
| ISHARES TR | [EFV](https://holderbook.com/stocks/EFV/) | $6.7M | 87,184 | 0.8% | 22 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $6.6M | 21,838 | 0.8% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $5.9M | 18,115 | 0.7% | 31 |
| INVESCO EXCH TRADED FD TR II | [SPMO](https://holderbook.com/stocks/SPMO/) | $5.8M | 36,043 | 0.7% | 7 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $5.8M | 5,723 | 0.7% | 31 |
| ISHARES TR | [MBB](https://holderbook.com/stocks/MBB/) | $5.8M | 61,414 | 0.7% | 31 |
| ISHARES TR | [GOVT](https://holderbook.com/stocks/GOVT/) | $5.6M | 243,728 | 0.7% | 29 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $5.5M | 10,983 | 0.7% | 31 |
| SPDR INDEX SHS FDS | [SPEM](https://holderbook.com/stocks/SPEM/) | $5.2M | 101,303 | 0.6% | 5 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $5.1M | 21,472 | 0.6% | 31 |
| BLOOM ENERGY CORP | [BE](https://holderbook.com/stocks/BE/) | $5.0M | 16,544 | 0.6% | 7 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $4.9M | 12,989 | 0.6% | 11 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $4.6M | 56,220 | 0.6% | 31 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $4.6M | 18,410 | 0.6% | 16 |
| BLACKROCK ETF TRUST | [IALT](https://holderbook.com/stocks/IALT/) | $4.5M | 158,734 | 0.5% | 1 |
| ISHARES TR | [MTUM](https://holderbook.com/stocks/MTUM/) | $4.3M | 12,532 | 0.5% | 7 |
| ISHARES TR | [PFF](https://holderbook.com/stocks/PFF/) | $4.3M | 140,409 | 0.5% | 31 |
| GLOBAL X FDS | [SHLD](https://holderbook.com/stocks/SHLD/) | $4.2M | 70,822 | 0.5% | 4 |
| MARRIOTT INTL INC NEW | [MAR](https://holderbook.com/stocks/MAR/) | $3.6M | 9,774 | 0.4% | 13 |
| ISHARES TR | [IVLU](https://holderbook.com/stocks/IVLU/) | $3.6M | 85,628 | 0.4% | 19 |
| ISHARES TR | [HYG](https://holderbook.com/stocks/HYG/) | $3.6M | 44,762 | 0.4% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $3.2M | 3,033 | 0.4% | 3 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $3.1M | 5,548 | 0.4% | 31 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $3.1M | 55,990 | 0.4% | 17 |
| BLACKROCK ETF TRUST | [IDEF](https://holderbook.com/stocks/IDEF/) | $3.0M | 95,826 | 0.4% | 2 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $2.9M | 27,085 | 0.4% | 29 |
| ISHARES TR | [DVY](https://holderbook.com/stocks/DVY/) | $2.9M | 18,526 | 0.4% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $2.9M | 2,396 | 0.4% | 29 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $2.9M | 24,296 | 0.4% | 31 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $2.8M | 2,434 | 0.3% | 5 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $2.8M | 26,106 | 0.3% | 31 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $2.7M | 86,541 | 0.3% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $2.7M | 10,579 | 0.3% | 31 |
| AIM ETF PRODUCTS TRUST | [NVBU](https://holderbook.com/stocks/NVBU/) | $2.7M | 86,684 | 0.3% | 7 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $2.7M | 16,117 | 0.3% | 31 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $2.6M | 34,847 | 0.3% | 8 |
| ISHARES TR | [TLH](https://holderbook.com/stocks/TLH/) | $2.6M | 25,980 | 0.3% | 19 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $2.6M | 18,911 | 0.3% | 31 |
| FIRST TR EXCHANGE-TRADED FD | [RDVY](https://holderbook.com/stocks/RDVY/) | $2.5M | 30,792 | 0.3% | 3 |
| DIMENSIONAL ETF TRUST | [DFAS](https://holderbook.com/stocks/DFAS/) | $2.5M | 30,130 | 0.3% | 21 |
| VANGUARD WORLD FD | [VDC](https://holderbook.com/stocks/VDC/) | $2.4M | 10,835 | 0.3% | 31 |
| VANGUARD CHARLOTTE FDS | [BNDX](https://holderbook.com/stocks/BNDX/) | $2.4M | 48,764 | 0.3% | 31 |
| BONDBLOXX ETF TRUST | [XTEN](https://holderbook.com/stocks/XTEN/) | $2.2M | 49,229 | 0.3% | 6 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $2.2M | 6,507 | 0.3% | 30 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $2.2M | 2,149 | 0.3% | 25 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $2.1M | 34,427 | 0.3% | 31 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $2.0M | 4,911 | 0.2% | 25 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $2.0M | 17,217 | 0.2% | 29 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $2.0M | 17,284 | 0.2% | 31 |
| BLACKROCK ETF TRUST II | [BINC](https://holderbook.com/stocks/BINC/) | $1.8M | 34,859 | 0.2% | 10 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $1.8M | 13,738 | 0.2% | 15 |
| ISHARES TR | [SUSL](https://holderbook.com/stocks/SUSL/) | $1.8M | 13,229 | 0.2% | 19 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $1.7M | 5,034 | 0.2% | 31 |
| ISHARES TR | [IEV](https://holderbook.com/stocks/IEV/) | $1.7M | 23,567 | 0.2% | 17 |
| SPROTT ASSET MANAGEMENT LP | [PSLV](https://holderbook.com/stocks/PSLV/) | $1.7M | 90,754 | 0.2% | 22 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $1.7M | 5,715 | 0.2% | 30 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $1.7M | 2,339 | 0.2% | 5 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $1.7M | 20,018 | 0.2% | 31 |
| INNOVATOR ETFS TRUST | [ZNOV](https://holderbook.com/stocks/ZNOV/) | $1.6M | 59,888 | 0.2% | 7 |
| ROBLOX CORP | [RBLX](https://holderbook.com/stocks/RBLX/) | $1.6M | 29,394 | 0.2% | 3 |
| BLACKROCK ETF TRUST II | [GGOV](https://holderbook.com/stocks/GGOV/) | $1.6M | 30,979 | 0.2% | 1 |
| VALERO ENERGY CORP | [VLO](https://holderbook.com/stocks/VLO/) | $1.5M | 5,886 | 0.2% | 3 |
| ISHARES TR | [IGM](https://holderbook.com/stocks/IGM/) | $1.5M | 9,364 | 0.2% | 15 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $1.5M | 5,410 | 0.2% | 12 |
| INNOVATOR ETFS TRUST | [PJUL](https://holderbook.com/stocks/PJUL/) | $1.5M | 30,531 | 0.2% | 4 |
| ISHARES SILVER TR | [SLV](https://holderbook.com/stocks/SLV/) | $1.4M | 26,951 | 0.2% | 9 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $1.4M | 9,735 | 0.2% | 31 |
| BLACKROCK MUNIHLDNGS CALI | [MUC](https://holderbook.com/stocks/MUC/) | $1.4M | 124,509 | 0.2% | 4 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $1.4M | 11,414 | 0.2% | 3 |
| ISHARES TR | [IXN](https://holderbook.com/stocks/IXN/) | $1.4M | 9,424 | 0.2% | 30 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.0% | +14.8% | -2.8% | 100% |
| Q1 2026 | -2.7% | -4.6% | +1.9% | 100% |
| Q4 2025 | +2.7% | +2.4% | +0.3% | 100% |
| Q3 2025 | +8.0% | +7.8% | +0.1% | 100% |
| Q2 2025 | +7.9% | +10.5% | -2.5% | 100% |
| Q1 2025 | -2.8% | -4.6% | +1.7% | 100% |
| Q4 2024 | +0.5% | +2.1% | -1.7% | 100% |
| Q3 2024 | +5.5% | +5.4% | +0.0% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $814.9M | 422 |
| Q1 2026 | $708.3M | 397 |
| Q4 2025 | $722.7M | 389 |
| Q3 2025 | $610.6M | 346 |
| Q2 2025 | $558.6M | 318 |
| Q1 2025 | $493.0M | 284 |
| Q4 2024 | $498.0M | 280 |
| Q3 2024 | $483.7M | 282 |
| Q2 2024 | $449.2M | 259 |
| Q1 2024 | $429.2M | 261 |
| Q4 2023 | $400.9M | 244 |
| Q3 2023 | $360.7M | 240 |