Cypress Wealth Services, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 13, 2026, Cypress Wealth Services, Llc disclosed 383 stock positions valued at approximately $812.73M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, APPLE INC, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 383
- Portfolio Value
- $812.73M
Holdings by Sector
Cypress Wealth Services, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 5.79% | 535,606 | +177,871 | +49.72% | $47,069,079 |
| APPLE INC | AAPL | Technology | 5.79% | 162,581 | -1,970 | -1.20% | $47,044,426 |
| ISHARES TR | IVV | Other | 5.53% | 59,992 | +14,105 | +30.74% | $44,927,120 |
| BLACKROCK ETF TRUST | DYNF | Other | 3.60% | 430,577 | +20,961 | +5.12% | $29,283,515 |
| ISHARES TR | IVW | Other | 2.50% | 147,840 | +3,749 | +2.60% | $20,332,429 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 1.88% | 659,249 | +70,206 | +11.92% | $15,248,431 |
| ISHARES TR | IVE | Other | 1.86% | 66,607 | -13,765 | -17.13% | $15,123,816 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.62% | 17,649 | +688 | +4.06% | $13,179,822 |
| ISHARES TR | EFG | Other | 1.30% | 85,176 | +27,094 | +46.65% | $10,597,602 |
| VANGUARD WORLD FD | MGK | Other | 1.27% | 117,719 | +93,640 | +388.89% | $10,348,657 |
| VANGUARD INDEX FDS | VOO | Other | 1.25% | 14,794 | +10 | +0.07% | $10,160,624 |
| ALPHABET INC | GOOGL | Communication Services | 1.21% | 27,595 | -1,460 | -5.02% | $9,861,681 |
| ISHARES TR | IUSB | Other | 1.21% | 212,533 | +45,747 | +27.43% | $9,808,384 |
| NVIDIA CORPORATION | NVDA | Technology | 1.21% | 48,975 | +23 | +0.05% | $9,799,505 |
| MICROSOFT CORP | MSFT | Technology | 1.17% | 25,579 | -113 | -0.44% | $9,541,479 |
| ISHARES TR | ESGU | Other | 1.13% | 56,035 | -318 | -0.56% | $9,171,181 |
| ISHARES TR | QUAL | Other | 1.05% | 38,773 | -40,016 | -50.79% | $8,508,004 |
| ISHARES TR | OEF | Other | 1.04% | 23,100 | +1,591 | +7.40% | $8,451,593 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.01% | 34,351 | -800 | -2.28% | $8,187,217 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.00% | 114,099 | +13,582 | +13.51% | $8,129,588 |
| INVESCO QQQ TR | QQQ | Other | 0.96% | 10,553 | +253 | +2.46% | $7,771,003 |
| ALPHABET INC | GOOG | Communication Services | 0.95% | 21,751 | -78 | -0.36% | $7,685,323 |
| VANGUARD INDEX FDS | VO | Other | 0.89% | 89,687 | +67,080 | +296.72% | $7,226,053 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.87% | 44,777 | -444 | -0.98% | $7,076,078 |
| ISHARES INC | IEMG | Other | 0.84% | 82,503 | -28,113 | -25.41% | $6,834,533 |
| TESLA INC | TSLA | Consumer Cyclical | 0.83% | 16,005 | +392 | +2.51% | $6,731,703 |
| ISHARES TR | EFV | Other | 0.82% | 87,184 | -111,855 | -56.20% | $6,673,915 |
| VANGUARD INDEX FDS | VB | Other | 0.81% | 21,838 | +41 | +0.19% | $6,619,403 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.73% | 18,115 | -259 | -1.41% | $5,929,578 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 0.72% | 36,043 | -10,375 | -22.35% | $5,822,428 |
Showing 30 of 383 holdings in the latest reporting period.
Cypress Wealth Services, Llc Options Holdings in Q2 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | AAPL | Apple Inc. | PUT | 2,200 | $636,592 |
| Q2 2026 | COST | Costco Wholesale Corporation | PUT | 500 | $467,735 |
| Q2 2026 | SPY | SPDR S&P 500 | CALL | 500 | $373,385 |
| Q2 2026 | NVDA | NVIDIA Corporation | PUT | 1,500 | $300,135 |
| Q2 2026 | HD | Home Depot, Inc. (The) | CALL | 400 | $141,072 |
| Q2 2026 | QQQ | Invesco QQQ Trust, Series 1 | PUT | 100 | $73,640 |
| Q2 2026 | ACN | Accenture plc | CALL | 300 | $37,332 |
| Q2 2026 | XLF | SPDR Select Sector Fund - Finan | CALL | 600 | $32,166 |
| Q2 2026 | IWM | iShares Russell 2000 ETF | CALL | 100 | $30,045 |
| Q2 2026 | CRWV | CoreWeave, Inc. | PUT | 200 | $19,908 |
| Q2 2026 | AG | First Majestic Silver Corp. | CALL | 1,000 | $16,960 |
| Q2 2026 | NFLX | Netflix, Inc. | CALL | 200 | $14,280 |
| Q2 2026 | MDT | Medtronic | CALL | 100 | $7,823 |
Showing 13 of 13 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.