Institutional Manager · CIK 0001721527
Cypress Wealth Services, LLC
PALM DESERT, CA · File #028-18257
Latest AUM
$722.7M
Positions
389
Top-10 Concentration
48.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025389 pos · $722.7M
- 13F HOLDINGS REPORTQ/E Sep 2025346 pos · $610.6M
- 13F HOLDINGS REPORTQ/E Jun 2025318 pos · $558.6M
- 13F HOLDINGS REPORTQ/E Mar 2025284 pos · $493.0M
- 13F HOLDINGS REPORTQ/E Dec 2024280 pos · $498.0M
- 13F HOLDINGS REPORTQ/E Sep 2024282 pos · $483.7M
- 13F HOLDINGS REPORTQ/E Jun 2024259 pos · $449.2M
- 13F HOLDINGS REPORTQ/E Mar 2024261 pos · $429.2M
- 13F HOLDINGS REPORTQ/E Dec 2023240 pos · $360.7M
- 13F HOLDINGS REPORTQ/E Sep 2023247 pos · $380.5M
- 13F HOLDINGS REPORTQ/E Jun 2023249 pos · $341.5M
- 13F HOLDINGS REPORTQ/E Mar 2023233 pos · $311.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 168,039 | $45.7M | 9.41% |
| 2 | SPDR SERIES TRUST | 78464A854 | 367,295 | $29.5M | 6.07% |
| 3 | ISHARES TR | 464287200 | 42,088 | $28.8M | 5.94% |
| 4 | BLACKROCK ETF TRUST | BLK | 418,852 | $25.5M | 5.25% |
| 5 | ISHARES TR | 464287101 | 61,874 | $21.2M | 4.37% |
| 6 | ISHARES TR | 464287408 | 89,705 | $19.0M | 3.92% |
| 7 | ISHARES TR | 464287309 | 141,462 | $17.4M | 3.59% |
| 8 | ISHARES TR | 464288877 | 243,810 | $17.4M | 3.59% |
| 9 | ISHARES TR | 46432F339 | 79,693 | $15.8M | 3.26% |
| 10 | SCHWAB STRATEGIC TR | 808524839 | 549,682 | $12.8M | 2.65% |
| 11 | MICROSOFT CORP | MSFT | 25,325 | $12.2M | 2.52% |
| 12 | SPDR S&P 500 ETF TR | SPY | 17,850 | $12.2M | 2.51% |
| 13 | VANGUARD WORLD FD | 921910816 | 25,138 | $10.4M | 2.14% |
| 14 | SPDR INDEX SHS FDS | 78463X509 | 218,620 | $10.2M | 2.11% |
| 15 | NVIDIA CORPORATION | NVDA | 50,576 | $9.4M | 1.94% |
| 16 | ALPHABET INC | GOOG | 29,794 | $9.3M | 1.92% |
| 17 | ISHARES TR | 46435G425 | 57,940 | $8.6M | 1.78% |
| 18 | BLACKROCK ETF TRUST | BLK | 222,410 | $8.6M | 1.77% |
| 19 | VANGUARD INDEX FDS | 922908363 | 13,608 | $8.5M | 1.76% |
| 20 | AMAZON COM INC | AMZN | 35,990 | $8.3M | 1.71% |