Cypress Wealth Services, LLC
- SEC CIK
- 0001721527
- Latest filing
- Jul 10, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 14, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 389
- +43 vs. Q3 2025
- Portfolio value
- $722.7M
- +$112.0M (+18.3%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 168,039 | $45.7M | 6.3% | +31,883+23.4% | Added | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 367,295 | $29.5M | 4.1% | +45,952+14.3% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 42,088 | $28.8M | 4.0% | −48−0.1% | Reduced | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 418,852 | $25.5M | 3.5% | +34,236+8.9% | Added | – |
| iShares S&P 100 ETF464287101 | ETF | 61,874 | $21.2M | 2.9% | +4,395+7.6% | Added | – |
| iShares S&P 500 Value ETF464287408 | ETF | 89,705 | $19.0M | 2.6% | +30,226+50.8% | Added | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 141,462 | $17.4M | 2.4% | +7,606+5.7% | Added | – |
| iShares Tr464288877 | EAFE VALUE ETF | 243,810 | $17.4M | 2.4% | −9,674−3.8% | Reduced | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 79,693 | $15.8M | 2.2% | −39,449−33.1% | Reduced | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 549,682 | $12.8M | 1.8% | +56,714+11.5% | Added | – |
| MSFTMicrosoft Corp | Stock | 25,325 | $12.2M | 1.7% | +8,398+49.6% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 17,850 | $12.2M | 1.7% | +2,315+14.9% | Added | History |
| Vanguard World FD921910816 | MEGA GRWTH IND | 25,138 | $10.4M | 1.4% | −743−2.9% | Reduced | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 218,620 | $10.2M | 1.4% | +58,514+36.5% | Added | – |
| NVDANVIDIA Corp | Stock | 50,576 | $9.43M | 1.3% | +8,314+19.7% | Added | History |
| GOOGLAlphabet Inc. | Stock | 29,794 | $9.33M | 1.3% | +1,369+4.8% | Added | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 57,940 | $8.63M | 1.2% | −565−1.0% | Reduced | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 222,410 | $8.58M | 1.2% | +25,606+13.0% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 13,608 | $8.53M | 1.2% | +219+1.6% | Added | – |
| AMZNAmazon Com Inc | Stock | 35,990 | $8.31M | 1.1% | +8,490+30.9% | Added | History |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 248,993 | $8.29M | 1.1% | +37,432+17.7% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 122,835 | $8.26M | 1.1% | +29,503+31.6% | Added | – |
| GOOGAlphabet Inc. | Stock | 22,941 | $7.20M | 1.0% | +3,336+17.0% | Added | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 150,758 | $7.02M | 1.0% | +8,799+6.2% | Added | – |
| TSLATesla, Inc. | Stock | 15,442 | $6.94M | 1.0% | +2,822+22.4% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 23,093 | $6.70M | 0.9% | −188−0.8% | Reduced | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 45,978 | $6.60M | 0.9% | +101+0.2% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,498 | $6.45M | 0.9% | +3,794+56.6% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 102,265 | $6.39M | 0.9% | +3,653+3.7% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 18,684 | $6.02M | 0.8% | +7,571+68.1% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 11,756 | $5.91M | 0.8% | +597+5.3% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 22,128 | $5.71M | 0.8% | −40.0% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 43,100 | $5.14M | 0.7% | +18,456+74.9% | Added | – |
| IAUiShares Gold Trust | ETF | 61,913 | $5.03M | 0.7% | +5,731+10.2% | Added | History |
| iShares Tr464288588 | MBS ETF | 52,214 | $4.97M | 0.7% | +5,821+12.5% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 22,588 | $4.96M | 0.7% | +13,718+154.7% | Added | – |
| COSTCostco Wholesale Corp | Stock | 5,691 | $4.91M | 0.7% | +823+16.9% | Added | History |
| AVGOBroadcom Inc. | Stock | 12,910 | $4.47M | 0.6% | +4,747+58.2% | Added | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 53,006 | $4.44M | 0.6% | +7,813+17.3% | Added | – |
| iShares Tr464288687 | PFD AND INCM SEC | 143,000 | $4.43M | 0.6% | +1,486+1.1% | Added | – |
| iShares Tr464287721 | U.S. TECH ETF | 19,848 | $3.96M | 0.5% | −2,048−9.4% | Reduced | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 14,772 | $3.70M | 0.5% | +5,740+63.6% | Added | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 45,304 | $3.65M | 0.5% | +1,812+4.2% | Added | – |
| METAMeta Platforms, Inc. | Stock | 5,465 | $3.61M | 0.5% | +452+9.0% | Added | History |
| iShares Flexible Income Active ETF092528603 | ETF | 66,750 | $3.52M | 0.5% | +9,498+16.6% | Added | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 92,041 | $3.50M | 0.5% | −3,452−3.6% | Reduced | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 29,831 | $3.40M | 0.5% | −8,162−21.5% | Reduced | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 32,218 | $3.28M | 0.5% | +1,002+3.2% | Added | – |
| MARMarriott International Inc | Stock | 9,840 | $3.05M | 0.4% | −132−1.3% | Reduced | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 27,988 | $3.00M | 0.4% | +4,670+20.0% | Added | – |
| SHOPShopify Inc. | Stock | 18,437 | $2.97M | 0.4% | +1,273+7.4% | Added | History |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 62,281 | $2.90M | 0.4% | +9,664+18.4% | Added | – |
| Global X FDS37960A529 | DEFENSE TECH ETF | 43,748 | $2.83M | 0.4% | +6,821+18.5% | Added | – |
| LLYEli Lilly & Co | Stock | 2,631 | $2.83M | 0.4% | −22−0.8% | Reduced | History |
| Aim ETF Products Trust00888H539 | ALLIANZIM US EQU | 95,679 | $2.77M | 0.4% | −3,973−4.0% | Reduced | – |
| iShares Select Dividend ETF464287168 | ETF | 19,098 | $2.70M | 0.4% | +378+2.0% | Added | – |
| JNJJohnson & Johnson | Stock | 12,272 | $2.54M | 0.4% | +5,103+71.2% | Added | History |
| CVXChevron Corp | Stock | 16,591 | $2.53M | 0.3% | +6,475+64.0% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 25,209 | $2.50M | 0.3% | −187−0.7% | Reduced | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 90,509 | $2.48M | 0.3% | −9,182−9.2% | Reduced | – |
| AXPAmerican Express Co | Stock | 6,681 | $2.47M | 0.3% | +551+9.0% | Added | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 35,280 | $2.45M | 0.3% | +35,280 | New | – |
| RBLXRoblox Corp | Stock | 29,280 | $2.37M | 0.3% | +29,280 | New | History |
| Vanguard Consumer Staples ETF92204A207 | ETF | 11,208 | $2.37M | 0.3% | −279−2.4% | Reduced | – |
| iShares Tr464287622 | RUS 1000 ETF | 6,332 | $2.36M | 0.3% | −10.0% | Reduced | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 33,804 | $2.36M | 0.3% | +4,294+14.6% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 19,518 | $2.35M | 0.3% | +3,475+21.7% | Added | History |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 89,221 | $2.11M | 0.3% | +3,397+4.0% | Added | History |
| iShares Tr464288760 | US AER DEF ETF | 9,783 | $2.10M | 0.3% | +2,179+28.7% | Added | – |
| PGProcter & Gamble Co | Stock | 14,170 | $2.03M | 0.3% | +11,051+354.3% | Added | History |
| WMTWalmart Inc. | Stock | 17,680 | $1.97M | 0.3% | +2,684+17.9% | Added | History |
| WFCWells Fargo & Company | Stock | 21,111 | $1.97M | 0.3% | +3,928+22.9% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 25,304 | $1.95M | 0.3% | +12,111+91.8% | Added | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 39,811 | $1.92M | 0.3% | +5,790+17.0% | Added | – |
| GSGoldman Sachs Group Inc | Stock | 2,141 | $1.88M | 0.3% | +265+14.1% | Added | History |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 39,482 | $1.82M | 0.3% | −1,067−2.6% | Reduced | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 38,167 | $1.77M | 0.2% | 00.0% | Unchanged | – |
| SLViShares Silver Trust | ETF | 27,472 | $1.77M | 0.2% | −1,146−4.0% | Reduced | History |
| iShares Tr464287861 | EUROPE ETF | 25,219 | $1.73M | 0.2% | −1,076−4.1% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 31,873 | $1.71M | 0.2% | −143−0.4% | Reduced | – |
| CATCaterpillar Inc | Stock | 2,959 | $1.69M | 0.2% | +2,959 | New | History |
| VVisa Inc. | Stock | 4,770 | $1.67M | 0.2% | +1,250+35.5% | Added | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 5,214 | $1.64M | 0.2% | +52+1.0% | Added | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 13,388 | $1.62M | 0.2% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45784N809 | EQUI DEFI 1 NOVE | 59,888 | $1.60M | 0.2% | −4,013−6.3% | Reduced | – |
| IBMInternational Business Machines Corp | Stock | 5,330 | $1.58M | 0.2% | +3,473+187.0% | Added | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 16,254 | $1.56M | 0.2% | +1,781+12.3% | Added | – |
| ENSGEnsign Group, Inc | COM | 8,658 | $1.51M | 0.2% | +8,658 | New | History |
| iShares Tr46435G672 | CORE INTL AGGR | 29,942 | $1.50M | 0.2% | +1,625+5.7% | Added | – |
| MRKMerck & Co., Inc. | Stock | 13,689 | $1.44M | 0.2% | +9,854+256.9% | Added | History |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 41,725 | $1.38M | 0.2% | −110−0.3% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,102 | $1.38M | 0.2% | +252+6.5% | Added | – |
| Innovator ETFs Trust45783Y251 | EQUITY DEFINED P | 46,006 | $1.34M | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 10,016 | $1.29M | 0.2% | +2,448+32.3% | Added | – |
| AIGAmerican International Group, Inc. | Stock | 14,833 | $1.27M | 0.2% | +14,833 | New | History |
| PMPhilip Morris International Inc. | Stock | 7,855 | $1.26M | 0.2% | +233+3.1% | Added | History |
| VZVerizon Communications Inc | Stock | 30,813 | $1.26M | 0.2% | +10,814+54.1% | Added | History |
| iShares Tr464287150 | CORE S&P TTL STK | 8,439 | $1.25M | 0.2% | +114+1.4% | Added | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 2,582 | $1.24M | 0.2% | +701+37.3% | Added | History |
| ORCLOracle Corp | Stock | 6,332 | $1.23M | 0.2% | +702+12.5% | Added | History |
Sold out since Q3 2025 (14)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 49,199 | $1.02M | 0.2% | – |
| iShares 1-10 Year U.S. Aggregate Bond ETF464288596 | ETF | 3,576 | $376.8K | 0.1% | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 3,562 | $368.2K | 0.1% | – |
| ELVElevance Health, Inc. | Stock | 972 | $314.2K | 0.1% | History |
| CRWVCoreWeave, Inc. | Stock | 1,813 | $248.1K | <0.1% | History |
| EIXEdison International | Stock | 4,263 | $235.7K | <0.1% | History |
| ULUnilever PLC | SPON ADR NEW | 3,913 | $231.9K | <0.1% | History |
| ETNEaton Corp plc | Stock | 607 | $227.2K | <0.1% | History |
| FETHFidelity Ethereum Fund | SHS | 5,263 | $218.7K | <0.1% | History |
| MRVLMarvell Technology, Inc. | COM | 2,491 | $209.5K | <0.1% | History |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 2,095 | $209.1K | <0.1% | History |
| PEverpure, Inc. | CL A | 2,491 | $208.8K | <0.1% | History |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 3,313 | $206.1K | <0.1% | History |
| PGRProgressive Corp | Stock | 832 | $205.5K | <0.1% | History |