Cypress Wealth Services, LLC
- SEC CIK
- 0001721527
- Latest filing
- Jul 10, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 397
- +8 vs. Q4 2025
- Portfolio value
- $708.3M
- −$14.3M (−2.0%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 164,551 | $41.8M | 5.9% | −3,488−2.1% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 45,887 | $30.0M | 4.2% | +3,799+9.0% | Added | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 357,735 | $27.4M | 3.9% | −9,560−2.6% | Reduced | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 409,616 | $23.8M | 3.4% | −9,236−2.2% | Reduced | – |
| iShares S&P 500 Value ETF464287408 | ETF | 80,372 | $17.0M | 2.4% | −9,333−10.4% | Reduced | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 144,091 | $16.3M | 2.3% | +2,629+1.9% | Added | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 78,789 | $15.1M | 2.1% | −904−1.1% | Reduced | – |
| iShares Tr464288877 | EAFE VALUE ETF | 199,039 | $14.8M | 2.1% | −44,771−18.4% | Reduced | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 589,043 | $13.7M | 1.9% | +39,361+7.2% | Added | – |
| BlackRock ETF Trust09290C764 | ISHA IN CTRY ETF | 380,900 | $12.2M | 1.7% | +380,900 | New | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 16,961 | $11.0M | 1.6% | −889−5.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 25,692 | $9.51M | 1.3% | +367+1.4% | Added | History |
| Vanguard World FD921910816 | MEGA GRWTH IND | 24,079 | $8.85M | 1.2% | −1,059−4.2% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 14,784 | $8.83M | 1.2% | +1,176+8.6% | Added | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 243,871 | $8.83M | 1.2% | +21,461+9.6% | Added | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 267,145 | $8.80M | 1.2% | +18,152+7.3% | Added | – |
| NVDANVIDIA Corp | Stock | 48,952 | $8.54M | 1.2% | −1,624−3.2% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 29,055 | $8.36M | 1.2% | −739−2.5% | Reduced | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 56,353 | $7.97M | 1.1% | −1,587−2.7% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 110,616 | $7.72M | 1.1% | −12,219−9.9% | Reduced | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 166,786 | $7.70M | 1.1% | +16,028+10.6% | Added | – |
| AMZNAmazon Com Inc | Stock | 35,151 | $7.32M | 1.0% | −839−2.3% | Reduced | History |
| iShares S&P 100 ETF464287101 | ETF | 21,509 | $6.84M | 1.0% | −40,365−65.2% | Reduced | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 45,221 | $6.70M | 0.9% | −757−1.6% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 22,607 | $6.49M | 0.9% | −486−2.1% | Reduced | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 58,082 | $6.47M | 0.9% | +28,251+94.7% | Added | – |
| BlackRock ETF Trust09290C855 | ISHA LA CORE ETF | 157,224 | $6.46M | 0.9% | +157,224 | New | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 100,517 | $6.44M | 0.9% | −1,748−1.7% | Reduced | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 136,927 | $6.42M | 0.9% | −81,693−37.4% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 21,829 | $6.26M | 0.9% | −1,112−4.8% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,300 | $5.94M | 0.8% | −198−1.9% | Reduced | – |
| TSLATesla, Inc. | Stock | 15,613 | $5.80M | 0.8% | +171+1.1% | Added | History |
| COSTCostco Wholesale Corp | Stock | 5,770 | $5.75M | 0.8% | +79+1.4% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 21,797 | $5.71M | 0.8% | −331−1.5% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 11,308 | $5.42M | 0.8% | −448−3.8% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 18,374 | $5.40M | 0.8% | −310−1.7% | Reduced | History |
| iShares Tr464288588 | MBS ETF | 56,843 | $5.40M | 0.8% | +4,629+8.9% | Added | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 46,418 | $5.20M | 0.7% | +3,318+7.7% | Added | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 227,028 | $5.20M | 0.7% | +200,823+766.4% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 22,428 | $4.82M | 0.7% | −160−0.7% | Reduced | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 55,291 | $4.58M | 0.6% | +2,285+4.3% | Added | – |
| iShares Tr464288687 | PFD AND INCM SEC | 141,280 | $4.28M | 0.6% | −1,720−1.2% | Reduced | – |
| Global X FDS37960A529 | DEFENSE TECH ETF | 58,703 | $4.16M | 0.6% | +14,955+34.2% | Added | – |
| AVGOBroadcom Inc. | Stock | 12,795 | $3.96M | 0.6% | −115−0.9% | Reduced | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 15,294 | $3.67M | 0.5% | +522+3.5% | Added | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 44,503 | $3.54M | 0.5% | −801−1.8% | Reduced | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 89,090 | $3.54M | 0.5% | −2,951−3.2% | Reduced | – |
| CVXChevron Corp | Stock | 16,415 | $3.40M | 0.5% | −176−1.1% | Reduced | History |
| iShares Tr464287721 | U.S. TECH ETF | 18,460 | $3.35M | 0.5% | −1,388−7.0% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 19,516 | $3.31M | 0.5% | −20.0% | Reduced | History |
| iShares Tr464288653 | 10-20 YR TRS ETF | 32,795 | $3.30M | 0.5% | +577+1.8% | Added | – |
| MARMarriott International Inc | Stock | 9,782 | $3.20M | 0.5% | −58−0.6% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 5,442 | $3.11M | 0.4% | −23−0.4% | Reduced | History |
| iShares Flexible Income Active ETF092528603 | ETF | 59,081 | $3.07M | 0.4% | −7,669−11.5% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 28,826 | $3.06M | 0.4% | +838+3.0% | Added | – |
| IAUiShares Gold Trust | ETF | 34,083 | $3.00M | 0.4% | −27,830−45.0% | Reduced | History |
| JNJJohnson & Johnson | Stock | 12,090 | $2.96M | 0.4% | −182−1.5% | Reduced | History |
| iShares Select Dividend ETF464287168 | ETF | 18,724 | $2.83M | 0.4% | −374−2.0% | Reduced | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 58,343 | $2.83M | 0.4% | −3,938−6.3% | Reduced | – |
| Aim ETF Products Trust00888H539 | ALLIANZIM US EQU | 95,679 | $2.69M | 0.4% | 00.0% | Unchanged | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 87,192 | $2.68M | 0.4% | −3,317−3.7% | Reduced | – |
| BlackRock ETF Trust09290C699 | ISHARES DEFENSE | 80,921 | $2.65M | 0.4% | +80,921 | New | – |
| UPSUnited Parcel Service Inc | Stock | 26,276 | $2.58M | 0.4% | +1,067+4.2% | Added | History |
| Vanguard Consumer Staples ETF92204A207 | ETF | 10,950 | $2.46M | 0.3% | −258−2.3% | Reduced | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 35,532 | $2.43M | 0.3% | +252+0.7% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 46,274 | $2.22M | 0.3% | +6,463+16.2% | Added | – |
| LLYEli Lilly & Co | Stock | 2,416 | $2.22M | 0.3% | −215−8.2% | Reduced | History |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 90,740 | $2.21M | 0.3% | +1,519+1.7% | Added | History |
| CATCaterpillar Inc | Stock | 3,066 | $2.17M | 0.3% | +107+3.6% | Added | History |
| SHOPShopify Inc. | Stock | 18,057 | $2.14M | 0.3% | −380−2.1% | Reduced | History |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 30,103 | $2.14M | 0.3% | −3,701−10.9% | Reduced | – |
| BEBloom Energy Corp | COM CL A | 15,707 | $2.13M | 0.3% | +3,038+24.0% | Added | History |
| WMTWalmart Inc. | Stock | 16,744 | $2.08M | 0.3% | −936−5.3% | Reduced | History |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 43,451 | $1.99M | 0.3% | +3,969+10.1% | Added | – |
| AXPAmerican Express Co | Stock | 6,499 | $1.97M | 0.3% | −182−2.7% | Reduced | History |
| iShares Tr464287622 | RUS 1000 ETF | 5,364 | $1.91M | 0.3% | −968−15.3% | Reduced | – |
| CSCOCisco Systems, Inc. | Stock | 24,317 | $1.89M | 0.3% | −987−3.9% | Reduced | History |
| SLViShares Silver Trust | ETF | 27,312 | $1.86M | 0.3% | −160−0.6% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 2,154 | $1.82M | 0.3% | +13+0.6% | Added | History |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 38,167 | $1.75M | 0.2% | 00.0% | Unchanged | – |
| PGProcter & Gamble Co | Stock | 12,125 | $1.75M | 0.2% | −2,045−14.4% | Reduced | History |
| iShares Tr46435G672 | CORE INTL AGGR | 34,856 | $1.74M | 0.2% | +4,914+16.4% | Added | – |
| ENSGEnsign Group, Inc | COM | 8,458 | $1.70M | 0.2% | −200−2.3% | Reduced | History |
| WFCWells Fargo & Company | Stock | 21,033 | $1.67M | 0.2% | −78−0.4% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 13,894 | $1.67M | 0.2% | +205+1.5% | Added | History |
| iShares Tr464287861 | EUROPE ETF | 24,547 | $1.67M | 0.2% | −672−2.7% | Reduced | – |
| RBLXRoblox Corp | Stock | 29,331 | $1.66M | 0.2% | +51+0.2% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 30,027 | $1.62M | 0.2% | −1,846−5.8% | Reduced | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 44,931 | $1.59M | 0.2% | +3,206+7.7% | Added | History |
| Innovator ETFs Trust45784N809 | EQUI DEFI 1 NOVE | 59,888 | $1.59M | 0.2% | 00.0% | Unchanged | – |
| VVisa Inc. | Stock | 5,127 | $1.55M | 0.2% | +357+7.5% | Added | History |
| iShares Tr46435U218 | ESG MSCI LEADR | 13,525 | $1.54M | 0.2% | +137+1.0% | Added | – |
| VLOValero Energy Corp | Stock | 5,880 | $1.45M | 0.2% | −513−8.0% | Reduced | History |
| VZVerizon Communications Inc | Stock | 28,800 | $1.45M | 0.2% | −2,013−6.5% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 5,449 | $1.32M | 0.2% | +119+2.2% | Added | History |
| PMPhilip Morris International Inc. | Stock | 7,806 | $1.29M | 0.2% | −49−0.6% | Reduced | History |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 120,939 | $1.26M | 0.2% | +58,500+93.7% | Added | History |
| First Tr Exchng Traded FD VI33740U869 | FT VEST INT JUNE | 47,519 | $1.22M | 0.2% | 00.0% | Unchanged | – |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 18,728 | $1.22M | 0.2% | +121+0.7% | Added | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 2,583 | $1.20M | 0.2% | +10.0% | Added | History |
Sold out since Q4 2025 (22)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| Innovator ETFs Trust45783Y145 | INTL DEVELOPED | 23,021 | $655.2K | 0.1% | – |
| BFZBlackRock California Municipal Income Trust | SH BEN INT | 56,298 | $604.6K | 0.1% | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 10,624 | $420.6K | 0.1% | – |
| ISRGIntuitive Surgical Inc | COM NEW | 648 | $367.0K | 0.1% | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,955 | $344.7K | <0.1% | – |
| ADBEAdobe Inc. | Stock | 974 | $340.9K | <0.1% | History |
| INTUIntuit Inc. | Stock | 423 | $280.5K | <0.1% | History |
| BSXBoston Scientific Corp | Stock | 2,744 | $261.6K | <0.1% | History |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 4,500 | $254.8K | <0.1% | – |
| CHKPCheck Point Software Technologies Ltd | ORD | 1,331 | $247.0K | <0.1% | History |
| THMInternational Tower Hill Mines Ltd | COM | 129,687 | $241.2K | <0.1% | History |
| Innovator ETFs Trust45782C755 | US EQTY BUFR JUN | 5,125 | $239.5K | <0.1% | – |
| LPLALPL Financial Holdings Inc. | COM | 661 | $236.1K | <0.1% | History |
| ULUnilever PLC | SPON ADR NEW | 3,480 | $227.6K | <0.1% | History |
| FISVFiserv Inc | Stock | 3,331 | $223.7K | <0.1% | History |
| APPAppLovin Corp | COM CL A | 325 | $219.0K | <0.1% | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 6,666 | $217.4K | <0.1% | – |
| BABAAlibaba Group Holding Ltd | ADR | 1,418 | $207.8K | <0.1% | History |
| Vanguard Health Care ETF92204A504 | ETF | 708 | $203.7K | <0.1% | – |
| NKENIKE, Inc. | Stock | 3,172 | $202.1K | <0.1% | History |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 2,373 | $200.9K | <0.1% | – |
| OGNOrganon & Co. | Stock | 11,538 | $82.7K | <0.1% | History |