Cypress Wealth Services, Llc Portfolio Stock Holdings
Cypress Wealth Services, Llc disclosed 397 stock positions valued at approximately $708.3 million in its latest SEC 13F filing. The largest holdings include APPLE INC, ISHARES TR, and SPDR SERIES TRUST. The filing reflects positions held as of March 31, 2026 and was filed on April 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 397
- Portfolio Value
- $708.3M
Holdings by Sector
Cypress Wealth Services, Llc Portfolio Holdings in Q1 2026
366 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 5.90% | 164,551 | -3,488 | -2.08% | $41,761,521 |
| ISHARES TR | IVV | Other | 4.23% | 45,887 | +3,799 | +9.03% | $29,973,777 |
| SPDR SERIES TRUST | SPLG | Other | 3.87% | 357,735 | -9,560 | -2.60% | $27,381,068 |
| BLACKROCK ETF TRUST | DYNF | Other | 3.36% | 409,616 | -9,236 | -2.21% | $23,831,485 |
| ISHARES TR | IVE | Other | 2.40% | 80,372 | -9,333 | -10.40% | $16,970,636 |
| ISHARES TR | IVW | Other | 2.30% | 144,091 | +2,629 | +1.86% | $16,298,150 |
| ISHARES TR | QUAL | Other | 2.13% | 78,789 | -904 | -1.13% | $15,112,539 |
| ISHARES TR | EFV | Other | 2.09% | 199,039 | -44,771 | -18.36% | $14,798,517 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 1.93% | 589,043 | +39,361 | +7.16% | $13,677,579 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.56% | 16,961 | -889 | -4.98% | $11,030,668 |
| MICROSOFT CORP | MSFT | Technology | 1.34% | 25,692 | +367 | +1.45% | $9,510,456 |
| VANGUARD WORLD FD | MGK | Other | 1.25% | 24,079 | -1,059 | -4.21% | $8,847,678 |
| VANGUARD INDEX FDS | VOO | Other | 1.25% | 14,784 | +1,176 | +8.64% | $8,834,086 |
| NVIDIA CORPORATION | NVDA | Technology | 1.21% | 48,952 | -1,624 | -3.21% | $8,537,181 |
| ALPHABET INC | GOOGL | Communication Services | 1.18% | 29,055 | -739 | -2.48% | $8,355,123 |
| ISHARES TR | ESGU | Other | 1.13% | 56,353 | -1,587 | -2.74% | $7,969,479 |
| ISHARES INC | IEMG | Other | 1.09% | 110,616 | -12,219 | -9.95% | $7,715,460 |
| ISHARES TR | IUSB | Other | 1.09% | 166,786 | +16,028 | +10.63% | $7,703,854 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.03% | 35,151 | -839 | -2.33% | $7,320,899 |
| ISHARES TR | OEF | Other | 0.97% | 21,509 | -40,365 | -65.24% | $6,841,360 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.95% | 45,221 | -757 | -1.65% | $6,697,255 |
| VANGUARD INDEX FDS | VO | Other | 0.92% | 22,607 | -486 | -2.10% | $6,492,192 |
| ISHARES TR | EFG | Other | 0.91% | 58,082 | +28,251 | +94.70% | $6,468,599 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.91% | 100,517 | -1,748 | -1.71% | $6,441,135 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.91% | 136,927 | -81,693 | -37.37% | $6,423,262 |
| ALPHABET INC | GOOG | Communication Services | 0.88% | 21,829 | -1,112 | -4.85% | $6,261,884 |
| INVESCO QQQ TR | QQQ | Other | 0.84% | 10,300 | -198 | -1.89% | $5,944,776 |
| TESLA INC | TSLA | Consumer Cyclical | 0.82% | 15,613 | +171 | +1.11% | $5,804,133 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.81% | 5,770 | +79 | +1.39% | $5,749,012 |
| VANGUARD INDEX FDS | VB | Other | 0.81% | 21,797 | -331 | -1.50% | $5,709,120 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.76% | 11,308 | -448 | -3.81% | $5,418,794 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.76% | 18,374 | -310 | -1.66% | $5,404,760 |
| ISHARES TR | MBB | Other | 0.76% | 56,843 | +4,629 | +8.87% | $5,397,201 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 0.73% | 46,418 | +3,318 | +7.70% | $5,203,871 |
| ISHARES TR | GOVT | Other | 0.73% | 227,028 | +200,823 | +766.35% | $5,201,211 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.68% | 22,428 | -160 | -0.71% | $4,823,278 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.65% | 55,291 | +2,285 | +4.31% | $4,575,290 |
| ISHARES TR | PFF | Other | 0.60% | 141,280 | -1,720 | -1.20% | $4,283,623 |
| GLOBAL X FDS | SHLD | Other | 0.59% | 58,703 | +14,955 | +34.18% | $4,158,527 |
| BROADCOM INC | AVGO | Technology | 0.56% | 12,795 | -115 | -0.89% | $3,960,253 |
| ISHARES TR | MTUM | Other | 0.52% | 15,294 | +522 | +3.53% | $3,670,444 |
| ISHARES TR | HYG | Other | 0.50% | 44,503 | -801 | -1.77% | $3,540,640 |
| ISHARES TR | IVLU | Other | 0.50% | 89,090 | -2,951 | -3.21% | $3,535,107 |
| CHEVRON CORPORATION | CVX | Energy | 0.48% | 16,415 | -176 | -1.06% | $3,396,180 |
| ISHARES TR | IYW | Other | 0.47% | 18,460 | -1,388 | -6.99% | $3,348,925 |
| EXXON MOBIL CORP | XOM | Energy | 0.47% | 19,516 | -2 | -0.01% | $3,311,018 |
| ISHARES TR | TLH | Other | 0.47% | 32,795 | +577 | +1.79% | $3,303,112 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.45% | 9,782 | -58 | -0.59% | $3,199,455 |
| META PLATFORMS INC | META | Communication Services | 0.44% | 5,442 | -23 | -0.42% | $3,113,653 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.43% | 59,081 | -7,669 | -11.49% | $3,068,089 |
| ISHARES TR | MUB | Other | 0.43% | 28,826 | +838 | +2.99% | $3,059,916 |
| ISHARES GOLD TR | IAU | Other | 0.42% | 34,083 | -27,830 | -44.95% | $3,004,757 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.42% | 12,090 | -182 | -1.48% | $2,955,308 |
| ISHARES TR | DVY | Other | 0.40% | 18,724 | -374 | -1.96% | $2,834,937 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.40% | 58,343 | -3,938 | -6.32% | $2,827,324 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.38% | 87,192 | -3,317 | -3.66% | $2,675,057 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.36% | 26,276 | +1,067 | +4.23% | $2,584,993 |
| VANGUARD WORLD FD | VDC | Other | 0.35% | 10,950 | -258 | -2.30% | $2,459,171 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 0.34% | 35,532 | +252 | +0.71% | $2,426,099 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.31% | 46,274 | +6,463 | +16.23% | $2,223,487 |
| ELI LILLY & CO | LLY | Healthcare | 0.31% | 2,416 | -215 | -8.17% | $2,222,392 |
| SPROTT ASSET MANAGEMENT LP | PSLV | Other | 0.31% | 90,740 | +1,519 | +1.70% | $2,213,149 |
| CATERPILLAR INC | CAT | Industrials | 0.31% | 3,066 | +107 | +3.62% | $2,172,162 |
| SHOPIFY INC | SHOP | Technology | 0.30% | 18,057 | -380 | -2.06% | $2,141,921 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.30% | 30,103 | -3,701 | -10.95% | $2,141,245 |
| BLOOM ENERGY CORP | BE | Industrials | 0.30% | 15,707 | +3,038 | +23.98% | $2,128,141 |
| WALMART INC | WMT | Consumer Defensive | 0.29% | 16,744 | -936 | -5.29% | $2,080,996 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.28% | 6,499 | -182 | -2.72% | $1,965,765 |
| ISHARES TR | IWB | Other | 0.27% | 5,364 | -968 | -15.29% | $1,912,519 |
| CISCO SYS INC | CSCO | Technology | 0.27% | 24,317 | -987 | -3.90% | $1,886,743 |
| ISHARES SILVER TR | SLV | Other | 0.26% | 27,312 | -160 | -0.58% | $1,861,040 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.26% | 2,154 | +13 | +0.61% | $1,822,280 |
| INNOVATOR ETFS TRUST | PJUL | Other | 0.25% | 38,167 | - | - | $1,754,442 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.25% | 12,125 | -2,045 | -14.43% | $1,751,330 |
| ISHARES TR | IAGG | Other | 0.25% | 34,856 | +4,914 | +16.41% | $1,744,197 |
| ENSIGN GROUP INC | ENSG | Healthcare | 0.24% | 8,458 | -200 | -2.31% | $1,704,287 |
| WELLS FARGO & CO | WFC | Financial Services | 0.24% | 21,033 | -78 | -0.37% | $1,674,467 |
| MERCK & CO INC | MRK | Healthcare | 0.24% | 13,894 | +205 | +1.50% | $1,671,314 |
| ISHARES TR | IEV | Other | 0.24% | 24,547 | -672 | -2.66% | $1,667,723 |
| ROBLOX CORP | RBLX | Communication Services | 0.23% | 29,331 | +51 | +0.17% | $1,658,961 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.23% | 30,027 | -1,846 | -5.79% | $1,622,935 |
| SPROTT ASSET MANAGEMENT LP | PHYS | Other | 0.22% | 44,931 | +3,206 | +7.68% | $1,592,355 |
| VISA INC | V | Financial Services | 0.22% | 5,127 | +357 | +7.48% | $1,549,454 |
| ISHARES TR | SUSL | Other | 0.22% | 13,525 | +137 | +1.02% | $1,536,475 |
| VALERO ENERGY CORP | VLO | Energy | 0.21% | 5,880 | -513 | -8.02% | $1,452,726 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.20% | 28,800 | -2,013 | -6.53% | $1,445,764 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.19% | 5,449 | +119 | +2.23% | $1,320,816 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.18% | 7,806 | -49 | -0.62% | $1,290,718 |
| BLACKROCK MUNIHLDNGS CALI | MUC | Financial Services | 0.18% | 120,939 | +58,500 | +93.69% | $1,257,764 |
| FIRST TR EXCHNG TRADED FD VI | YJUN | Other | 0.17% | 47,519 | - | - | $1,223,614 |
| ALPS ETF TR | SDOG | Other | 0.17% | 18,728 | +121 | +0.65% | $1,217,965 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.17% | 2,583 | +1 | +0.04% | $1,196,352 |
| INNOVATOR ETFS TRUST | NJUL | Other | 0.17% | 16,688 | - | - | $1,191,769 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.16% | 3,465 | -91 | -2.56% | $1,139,485 |
| NETFLIX INC. | NFLX | Communication Services | 0.16% | 11,820 | +202 | +1.74% | $1,136,469 |
| WESTAMERICA BANCORPORATION | WABC | Financial Services | 0.16% | 21,775 | - | - | $1,135,566 |
| ISHARES TR | IGM | Other | 0.16% | 9,364 | -652 | -6.51% | $1,109,728 |
| AIM ETF PRODUCTS TRUST | DECW | Other | 0.16% | 32,910 | -1,637 | -4.74% | $1,099,523 |
| ISHARES TR | ITOT | Other | 0.15% | 7,556 | -883 | -10.46% | $1,076,201 |
| ISHARES TR | EFA | Other | 0.15% | 11,037 | +920 | +9.09% | $1,072,014 |