Cypress Wealth Services, LLC
- SEC CIK
- 0001721527
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Jul 10, 2026.SEC
- Positions
- 422
- +25 vs. Q1 2026
- Total value
- $812.73M
- +$104.39M (+14.7%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854 | ETF | 535,606 | $47.07M | 5.79% | +177,871+49.7% | Added | – |
| AAPLAPPLE INC COM | Stock | 162,581 | $47.04M | 5.79% | −1,970−1.2% | Reduced | View |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 59,992 | $44.93M | 5.53% | +14,105+30.7% | Added | – |
| BLACKROCK ETF TRUST09290C103 | ISHARES US EQUIT | 430,577 | $29.28M | 3.60% | +20,961+5.1% | Added | – |
| ISHARES S&P 500 GROWTH ETF464287309 | ETF | 147,840 | $20.33M | 2.50% | +3,749+2.6% | Added | – |
| BLACKROCK ETF TRUST09290C764 | ISHA IN CTRY ETF | 510,139 | $18.67M | 2.30% | +129,239+33.9% | Added | – |
| SCHWAB US AGGREGATE BOND ETF808524839 | ETF | 659,249 | $15.25M | 1.88% | +70,206+11.9% | Added | – |
| ISHARES S&P 500 VALUE ETF464287408 | ETF | 66,607 | $15.12M | 1.86% | −13,765−17.1% | Reduced | – |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 17,649 | $13.18M | 1.62% | +688+4.1% | Added | View |
| BLACKROCK ETF TRUST09290C780 | ISHA I IN TE ETF | 223,091 | $11.76M | 1.45% | −44,054−16.5% | Reduced | – |
| ISHARES TR464288885 | EAFE GRWTH ETF | 85,176 | $10.6M | 1.30% | +27,094+46.6% | Added | – |
| VANGUARD WORLD FD921910816 | MEGA GRWTH IND | 117,719 | $10.35M | 1.27% | +93,640+388.9% | Added | – |
| VANGUARD S&P 500 ETF922908363 | ETF | 14,794 | $10.16M | 1.25% | +10+0.1% | Added | – |
| GOOGLALPHABET INC CAP STK CL A | Stock | 27,595 | $9.86M | 1.21% | −1,460−5.0% | Reduced | View |
| ISHARES TR46434V613 | CORE UNIVRSL USD | 212,533 | $9.81M | 1.21% | +45,747+27.4% | Added | – |
| NVDANVIDIA CORPORATION COM | Stock | 48,975 | $9.8M | 1.21% | +230.0% | Added | View |
| MSFTMICROSOFT CORP COM | Stock | 25,579 | $9.54M | 1.17% | −113−0.4% | Reduced | View |
| ISHARES TR46435G425 | ESG AWR MSCI USA | 56,035 | $9.17M | 1.13% | −318−0.6% | Reduced | – |
| ISHARES MSCI USA QUALITY FACTOR ETF46432F339 | ETF | 38,773 | $8.51M | 1.05% | −40,016−50.8% | Reduced | – |
| BLACKROCK ETF TRUST09290C855 | ISHA LA CORE ETF | 167,959 | $8.46M | 1.04% | +10,735+6.8% | Added | – |
| ISHARES S&P 100 ETF464287101 | ETF | 23,100 | $8.45M | 1.04% | +1,591+7.4% | Added | – |
| AMZNAMAZON COM INC COM | Stock | 34,351 | $8.19M | 1.01% | −800−2.3% | Reduced | View |
| VANGUARD FTSE DEVELOPED MARKETS ETF921943858 | ETF | 114,099 | $8.13M | 1.00% | +13,582+13.5% | Added | – |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 10,553 | $7.77M | 0.96% | +253+2.5% | Added | – |
| GOOGALPHABET INC CAP STK CL C | Stock | 21,751 | $7.69M | 0.95% | −78−0.4% | Reduced | View |
| BLACKROCK ETF TRUST09290C806 | ISHA US THEM ETF | 174,175 | $7.51M | 0.92% | −69,696−28.6% | Reduced | – |
| VANGUARD MORNINGSTAR MID-CAP ETF922908629 | ETF | 89,687 | $7.23M | 0.89% | +67,080+296.7% | Added | – |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406 | ETF | 44,777 | $7.08M | 0.87% | −444−1.0% | Reduced | – |
| ISHARES CORE MSCI EMERGING MARKETS ETF46434G103 | ETF | 82,503 | $6.83M | 0.84% | −28,113−25.4% | Reduced | – |
| TSLATESLA INC COM | Stock | 16,005 | $6.73M | 0.83% | +392+2.5% | Added | View |
| ISHARES TR464288877 | EAFE VALUE ETF | 87,184 | $6.67M | 0.82% | −111,855−56.2% | Reduced | – |
| VANGUARD MORNINGSTAR SMALL-CAP ETF922908751 | ETF | 21,838 | $6.62M | 0.81% | +41+0.2% | Added | – |
| JPMJPMORGAN CHASE & CO COM | Stock | 18,115 | $5.93M | 0.73% | −259−1.4% | Reduced | View |
| INVESCO EXCH TRADED FD TR II46138E339 | S&P 500 MOMNTM | 36,043 | $5.82M | 0.72% | −10,375−22.4% | Reduced | – |
| ISHARES TR464288588 | MBS ETF | 61,414 | $5.8M | 0.71% | +4,571+8.0% | Added | – |
| ISHARES U.S. TREASURY BOND ETF46429B267 | ETF | 243,728 | $5.55M | 0.68% | +16,700+7.4% | Added | – |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 10,983 | $5.5M | 0.68% | −325−2.9% | Reduced | View |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 5,723 | $5.35M | 0.66% | −47−0.8% | Reduced | View |
| SPDR INDEX SHS FDS78463X509 | ST PORT MARK ETF | 101,303 | $5.25M | 0.65% | −35,624−26.0% | Reduced | – |
| VANGUARD DIVIDEND APPRECIATION ETF921908844 | ETF | 21,472 | $5.08M | 0.63% | −956−4.3% | Reduced | – |
| BEBLOOM ENERGY CORP | COM CL A | 16,544 | $5.01M | 0.62% | +837+5.3% | Added | View |
| AVGOBROADCOM INC COM | Stock | 12,989 | $4.91M | 0.60% | +194+1.5% | Added | View |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870 | ETF | 56,220 | $4.65M | 0.57% | +929+1.7% | Added | – |
| ISHARES TR464287721 | U.S. TECH ETF | 18,410 | $4.64M | 0.57% | −50−0.3% | Reduced | – |
| BLACKROCK ETF TRUST09290C665 | ISHA SYST AL ETF | 158,734 | $4.45M | 0.55% | +158,734 | New | – |
| ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396 | ETF | 12,532 | $4.3M | 0.53% | −2,762−18.1% | Reduced | – |
| ISHARES TR464288687 | PFD AND INCM SEC | 140,409 | $4.28M | 0.53% | −871−0.6% | Reduced | – |
| GLOBAL X FDS37960A529 | DEFENSE TECH ETF | 70,822 | $4.23M | 0.52% | +12,119+20.6% | Added | – |
| MARMARRIOTT INTL INC NEW CL A | Stock | 9,774 | $3.62M | 0.45% | −8−0.1% | Reduced | View |
| ISHARES TR46435G409 | MSCI INTL VLU FT | 85,628 | $3.58M | 0.44% | −3,462−3.9% | Reduced | – |
| ISHARES TR464288513 | IBOXX HI YD ETF | 44,762 | $3.58M | 0.44% | +259+0.6% | Added | – |
| CATCATERPILLAR INC COM | Stock | 3,033 | $3.23M | 0.40% | −33−1.1% | Reduced | View |
| METAMETA PLATFORMS INC CL A | Stock | 5,548 | $3.13M | 0.38% | +106+1.9% | Added | View |
| DIMENSIONAL ETF TRUST25434V724 | US MKTWIDE VALUE | 55,990 | $3.08M | 0.38% | −2,353−4.0% | Reduced | – |
| BLACKROCK ETF TRUST09290C699 | ISHARES DEFENSE | 95,826 | $3.05M | 0.37% | +14,905+18.4% | Added | – |
| ISHARES TR464288414 | NATIONAL MUN ETF | 27,085 | $2.91M | 0.36% | −1,741−6.0% | Reduced | – |
| ISHARES SELECT DIVIDEND ETF464287168 | ETF | 18,526 | $2.9M | 0.36% | −198−1.1% | Reduced | – |
| LLYELI LILLY & CO COM | Stock | 2,396 | $2.87M | 0.35% | −20−0.8% | Reduced | View |
| CSCOCISCO SYS INC COM | Stock | 24,296 | $2.85M | 0.35% | −21−0.1% | Reduced | View |
| MUMICRON TECHNOLOGY INC COM | Stock | 2,434 | $2.81M | 0.35% | +77+3.3% | Added | View |
| UPSUNITED PARCEL SVCS INC CL B | Stock | 26,106 | $2.81M | 0.35% | −170−0.6% | Reduced | View |
| SCHWAB US DIVIDEND EQUITY ETF808524797 | ETF | 86,541 | $2.74M | 0.34% | −651−0.7% | Reduced | – |
| JNJJOHNSON & JOHNSON COM | Stock | 10,579 | $2.69M | 0.33% | −1,511−12.5% | Reduced | View |
| AIM ETF PRODUCTS TRUST00888H539 | ALLIANZIM US EQU | 86,684 | $2.67M | 0.33% | −8,995−9.4% | Reduced | – |
| CVXCHEVRON CORPORATION COM | Stock | 16,117 | $2.67M | 0.33% | −298−1.8% | Reduced | View |
| IAUISHARES GOLD TRUST | ETF | 34,847 | $2.63M | 0.32% | +764+2.2% | Added | View |
| ISHARES TR464288653 | 10-20 YR TRS ETF | 25,980 | $2.61M | 0.32% | −6,815−20.8% | Reduced | – |
| XOMEXXON MOBIL CORP | COM | 18,911 | $2.59M | 0.32% | −605−3.1% | Reduced | View |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33738R506 | ETF | 30,792 | $2.5M | 0.31% | −4,740−13.3% | Reduced | – |
| DIMENSIONAL U.S. SMALL CAP ETF25434V500 | ETF | 30,130 | $2.48M | 0.31% | +27+0.1% | Added | – |
| VANGUARD CONSUMER STAPLES ETF92204A207 | ETF | 10,835 | $2.44M | 0.30% | −115−1.1% | Reduced | – |
| VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407 | ETF | 48,764 | $2.36M | 0.29% | +2,490+5.4% | Added | – |
| BONDBLOXX ETF TRUST09789C812 | BLOOMBERG TEN YR | 49,229 | $2.24M | 0.28% | +5,778+13.3% | Added | – |
| AXPAMERICAN EXPRESS CO COM | Stock | 6,507 | $2.2M | 0.27% | +8+0.1% | Added | View |
| GSGOLDMAN SACHS GROUP INC COM | Stock | 2,149 | $2.17M | 0.27% | −5−0.2% | Reduced | View |
| VANGUARD FTSE EMERGING MARKETS ETF922042858 | ETF | 34,427 | $2.05M | 0.25% | +4,400+14.7% | Added | – |
| ISHARES TR464287622 | RUS 1000 ETF | 4,911 | $2.01M | 0.25% | −453−8.4% | Reduced | – |
| SHOPSHOPIFY INC CL A SUB VTG SHS | Stock | 17,217 | $1.97M | 0.24% | −840−4.7% | Reduced | View |
| WMTWALMART INC COM | Stock | 17,284 | $1.96M | 0.24% | +540+3.2% | Added | View |
| ISHARES FLEXIBLE INCOME ACTIVE ETF092528603 | ETF | 34,859 | $1.82M | 0.22% | −24,222−41.0% | Reduced | – |
| MRKMERCK & CO INC COM | Stock | 13,738 | $1.77M | 0.22% | −156−1.1% | Reduced | View |
| ISHARES TR46435U218 | ESG MSCI LEADR | 13,229 | $1.76M | 0.22% | −296−2.2% | Reduced | – |
| VVISA INC COM CL A | Stock | 5,034 | $1.73M | 0.21% | −93−1.8% | Reduced | View |
| ISHARES TR464287861 | EUROPE ETF | 23,567 | $1.72M | 0.21% | −980−4.0% | Reduced | – |
| PSLVSPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | 90,754 | $1.71M | 0.21% | +140.0% | Added | View |
| TXNTEXAS INSTRS INC COM | Stock | 5,715 | $1.7M | 0.21% | +451+8.6% | Added | View |
| AMATAPPLIED MATLS INC COM | Stock | 2,339 | $1.69M | 0.21% | −220−8.6% | Reduced | View |
| WFCWELLS FARGO & CO COM | Stock | 20,018 | $1.65M | 0.20% | −1,015−4.8% | Reduced | View |
| INNOVATOR ETFS TRUST45784N809 | EQUI DEFI 1 NOVE | 59,888 | $1.64M | 0.20% | 00.0% | Unchanged | – |
| RBLXROBLOX CORP CL A | Stock | 29,394 | $1.6M | 0.20% | +63+0.2% | Added | View |
| BLACKROCK ETF TRUST II092528835 | ISHA GLO USD ETF | 30,979 | $1.56M | 0.19% | +30,979 | New | – |
| VLOVALERO ENERGY CORP COM | Stock | 5,886 | $1.53M | 0.19% | +6+0.1% | Added | View |
| ISHARES TR464287549 | EXPND TEC SC ETF | 9,364 | $1.53M | 0.19% | 00.0% | Unchanged | – |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 5,410 | $1.52M | 0.19% | −39−0.7% | Reduced | View |
| INNOVATOR ETFS TRUST45782C813 | US EQTY PWR BUF | 30,531 | $1.49M | 0.18% | −7,636−20.0% | Reduced | – |
| SLVISHARES SILVER TRUST | ETF | 26,951 | $1.44M | 0.18% | −361−1.3% | Reduced | View |
| PGPROCTER & GAMBLE CO COM | Stock | 9,735 | $1.43M | 0.18% | −2,390−19.7% | Reduced | View |
| MUCBLACKROCK MUNIHLDNGS CALI COM | CEF | 124,509 | $1.37M | 0.17% | +3,570+3.0% | Added | View |
| VANGUARD INFORMATION TECHNOLOGY ETF92204A702 | ETF | 11,414 | $1.36M | 0.17% | +9,903+655.4% | Added | – |
| ISHARES TR464287291 | GLOBAL TECH ETF | 9,424 | $1.36M | 0.17% | −76−0.8% | Reduced | – |
Options (14)
Put and call positions reported in the same filing. The value is that of the underlying shares, as reported on Form 13F.
| Security | Class | Puts | Calls |
|---|---|---|---|
| AAPLAPPLE INC COM | Stock | $636.59K | – |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | $467.74K | – |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | – | $373.39K |
| NVDANVIDIA CORPORATION COM | Stock | $300.14K | – |
| HDHOME DEPOT INC COM | Stock | – | $141.07K |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | $73.64K | – |
| SPCXSPACE EXPLORATION TECHN CORP | CLASS A COM STK | $51.26K | – |
| ACNACCENTURE PLC IRELAND SHS CLASS A | Stock | – | $37.33K |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF81369Y605 | ETF | – | $32.17K |
| ISHARES RUSSELL 2000 ETF464287655 | ETF | – | $30.05K |
| CRWVCOREWEAVE INC COM CL A | Stock | $19.91K | – |
| AGFIRST MAJESTIC SILVER CORP | COM | – | $16.96K |
| NFLXNETFLIX INC. COM | Stock | – | $14.28K |
| MDTMEDTRONIC PLC SHS | Stock | – | $7.82K |
Sold out since Q1 2026 (13)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| ISHARES TR46435G672 | CORE INTL AGGR | 34,856 | $1.74M | 0.25% |
| SBUXSTARBUCKS CORP COM | Stock | 7,115 | $637.44K | 0.09% |
| HONHoneywell Technologies | COM | 2,714 | $613.43K | 0.09% |
| BALLBALL CORP | COM | 6,596 | $389.88K | 0.06% |
| ABTABBOTT LABORATORIES COM | Stock | 2,867 | $294.4K | 0.04% |
| LINLINDE PLC SHS | Stock | 530 | $262.7K | 0.04% |
| ISHARES TR46435G102 | CONV BD ETF | 2,502 | $254.68K | 0.04% |
| ARANTERO RESOURCES CORP | COM | 5,014 | $212.79K | 0.03% |
| ADSKAUTODESK INC | COM | 876 | $209.71K | 0.03% |
| NEENEXTERA ENERGY INC COM | Stock | 2,223 | $206.51K | 0.03% |
| WWAYFAIR INC | CL A | 2,673 | $201.04K | 0.03% |
| FIRST FNDTN INC32026V104 | COM | 16,283 | $96.07K | 0.01% |
| BITFARMS LTD COM09173B107 | Stock | 23,750 | $46.31K | 0.01% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Jul 10, 2026 | 422 | $812.73M | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 15, 2026 | 397 | $708.34M | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 14, 2026 | 389 | $722.66M | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 15, 2025 | 346 | $610.63M | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 28, 2025 | 318 | $558.61M | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 10, 2025 | 284 | $493.01M | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 15, 2025 | 280 | $497.97M | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 9, 2024 | 282 | $483.68M | vs. Q2 2024 | SEC |
| Q2 2024 | Jul 12, 2024 | 259 | $449.18M | vs. Q1 2024 | SEC |
| Q1 2024 | Apr 16, 2024 | 261 | $429.25M | vs. Q4 2023 | SEC |
| Q4 2023 | Jan 11, 2024 | 244 | $400.9M | vs. Q3 2023 | SEC |
| Q3 2023 | Oct 13, 2023 | 240 | $360.75M | vs. Q2 2023 | SEC |
| Q2 2023 | Jul 21, 2023 | 247 | $380.55M | vs. Q1 2023 | SEC |
| Q1 2023 | Apr 7, 2023 | 249 | $341.49M | vs. Q4 2022 | SEC |
| Q4 2022 | Jan 19, 2023 | 233 | $311.17M | vs. Q3 2022 | SEC |
| Q3 2022 | Oct 14, 2022 | 223 | $294.02M | vs. Q2 2022 | SEC |
| Q2 2022 | Jul 27, 2022 | 228 | $313.47M | vs. Q1 2022 | SEC |
| Q1 2022 | Apr 22, 2022 | 243 | $366.9M | vs. Q4 2021 | SEC |
| Q4 2021 | Jan 19, 2022 | 229 | $365.36M | vs. Q3 2021 | SEC |
| Q3 2021 | Oct 13, 2021 | 226 | $333.93M | vs. Q2 2021 | SEC |
| Q2 2021 | Jul 14, 2021 | 259 | $366.09M | vs. Q1 2021 | SEC |
| Q1 2021 | Apr 28, 2021 | 295 | $478.2M | – | SEC |