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

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	APPLE INC	AAPL	+31,883	+$8.7M	+$2.3M
REDUCE	ISHARES TR	46432F339	-39,449	-$7.8M	+$491,043
ADD	ISHARES TR	464287408	+30,226	+$6.4M	+$330,714
ADD	MICROSOFT CORP	MSFT	+8,398	+$4.1M	-$581,200
ADD	SPDR SERIES TRUST	78464A854	+45,952	+$3.7M	+$604,093
ADD	VANGUARD SPECIALIZED FUNDS	921908844	+13,718	+$3.0M	+$35,314
ADD	SPDR INDEX SHS FDS	78463X509	+58,514	+$2.7M	+$12
NEW	FIRST TR EXCHANGE TRADED FD	33738R506	+35,280	+$2.5M	$0
ADD	JPMORGAN CHASE & CO.	VYLD	+7,571	+$2.4M	+$75,330
NEW	ROBLOX CORP	RBLX	+29,280	+$2.4M	$0

Sector Allocation

Technology

11.7%$84.9M

Financials

10.9%$78.6M

Materials

3.0%$21.9M

Consumer Discretionary

2.8%$20.1M

Healthcare

2.2%$16.0M

Industrials

1.2%$9.0M

Communication Services

1.2%$8.9M

1.0%$7.3M

0.6%$4.6M

0.2%$1.2M

0.1%$558,127

Filing History

Jan 14, 202613F HOLDINGS REPORTQ/E Dec 2025389 pos · $722.7M
Oct 15, 202513F HOLDINGS REPORTQ/E Sep 2025346 pos · $610.6M
Jul 28, 202513F HOLDINGS REPORTQ/E Jun 2025318 pos · $558.6M
Apr 10, 202513F HOLDINGS REPORTQ/E Mar 2025284 pos · $493.0M
Jan 15, 202513F HOLDINGS REPORTQ/E Dec 2024280 pos · $498.0M
Oct 9, 202413F HOLDINGS REPORTQ/E Sep 2024282 pos · $483.7M
Jul 12, 202413F HOLDINGS REPORTQ/E Jun 2024259 pos · $449.2M
Apr 16, 202413F HOLDINGS REPORTQ/E Mar 2024261 pos · $429.2M
Oct 13, 202313F HOLDINGS REPORTQ/E Dec 2023240 pos · $360.7M

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%