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Livermore
Livermore
ZHEN

Cypress Wealth Services, LLC

SEC CIK
0001721527
Latest filing
Jul 10, 2026

The latest 13F from Cypress Wealth Services, LLC covers Q2 2026 (filed Jul 10, 2026): 422 long positions worth $812.7M. The top 10 holdings make up 32.3% of the portfolio, and the largest is State Street SPDR Portfolio S&P 500 ETF at 5.8%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
38
Est. +$18.3M
Added
130
Est. +$53.3M
Reduced
185
Est. −$46.8M
Sold out
13
Est. −$5.17M

Top 5 holdings

Share of this quarter's portfolio value

  1. State Street SPDR Portfolio S&P 500 ETF78464A854
    5.8%$47.1M
  2. AAPLApple Inc.
    5.8%$47.0MHistory
  3. iShares Core S&P 500 ETF464287200
    5.5%$44.9M
  4. BlackRock ETF Trust09290C103
    3.6%$29.3M
  5. iShares S&P 500 Growth ETF464287309
    2.5%$20.3M

Share of portfolio

Top 5 holdings and the other 417 positions, by share of portfolio value

  1. State Street SPDR Portfolio S&P 500 ETF5.8%
  2. AAPL5.8%
  3. iShares Core S&P 500 ETF5.5%
  4. BlackRock ETF Trust3.6%
  5. iShares S&P 500 Growth ETF2.5%
  6. Other 417 positions76.8%

Biggest buys

New and added positions, by estimated amount bought

  1. State Street SPDR Portfolio S&P 500 ETF78464A854
    +$15.6MAdded
  2. iShares Core S&P 500 ETF464287200
    +$10.6MAdded
  3. BlackRock ETF Trust09290C764
    +$4.73MAdded
  4. BlackRock ETF Trust09290C665
    +$4.45MNew
  5. iShares Tr464288885
    +$3.37MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. State Street SPDR Portfolio S&P 500 ETF78464A854
    +1.93 pp3.9% → 5.8%
  2. iShares Core S&P 500 ETF464287200
    +1.30 pp4.2% → 5.5%
  3. BlackRock ETF Trust09290C764
    +0.57 pp1.7% → 2.3%
  4. BlackRock ETF Trust09290C665
    +0.55 pp0.0% → 0.5%
  5. iShares Tr464288885
    +0.39 pp0.9% → 1.3%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares MSCI USA Quality Factor ETF46432F339
    −$8.78MReduced
  2. iShares Tr464288877
    −$8.56MReduced
  3. iShares S&P 500 Value ETF464287408
    −$3.13MReduced
  4. BlackRock ETF Trust09290C806
    −$3.00MReduced
  5. iShares Core MSCI Emerging Markets ETF46434G103
    −$2.33MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr464288877
    −1.27 pp2.1% → 0.8%
  2. iShares MSCI USA Quality Factor ETF46432F339
    −1.09 pp2.1% → 1.0%
  3. iShares S&P 500 Value ETF464287408
    −0.53 pp2.4% → 1.9%
  4. BlackRock ETF Trust09290C806
    −0.32 pp1.2% → 0.9%
  5. SPDR Index Shs FDS78463X509
    −0.26 pp0.9% → 0.6%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$812.7M
+$104.4M (+14.7%) vs. prior quarter
Positions
422
+25 vs. prior quarter
Top 10 concentration
32.3%
Top 10 as share of value
Turnover
6.8%
Q2 2026, one quarter
Average holding period
15.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $812.7M (Q2 2026)

Q1 2021: $478.2MQ2 2021: $366.1MQ3 2021: $333.9MQ4 2021: $365.4MQ1 2022: $366.9MQ2 2022: $313.5MQ3 2022: $294.0MQ4 2022: $311.2MQ1 2023: $341.5MQ2 2023: $380.5MQ3 2023: $360.7MQ4 2023: $400.9MQ1 2024: $429.2MQ2 2024: $449.2MQ3 2024: $483.7MQ4 2024: $498.0MQ1 2025: $493.0MQ2 2025: $558.6MQ3 2025: $610.6MQ4 2025: $722.7MQ1 2026: $708.3MQ2 2026: $812.7M
Q1 2021Q2 2026
13F filings of Cypress Wealth Services, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 10, 2026422$812.7MState Street SPDR Portfolio S&P 500 ETFAAPLiShares Core S&P 500 ETFvs. Q1 2026SEC
Q1 2026Apr 15, 2026397$708.3MAAPLiShares Core S&P 500 ETFState Street SPDR Portfolio S&P 500 ETFvs. Q4 2025SEC
Q4 2025Jan 14, 2026389$722.7MAAPLState Street SPDR Portfolio S&P 500 ETFiShares Core S&P 500 ETFvs. Q3 2025SEC
Q3 2025Oct 15, 2025346$610.6MAAPLiShares Core S&P 500 ETFState Street SPDR Portfolio S&P 500 ETFvs. Q2 2025SEC
Q2 2025Jul 28, 2025318$558.6MAAPLiShares Core S&P 500 ETFiShares MSCI USA Quality Factor ETFvs. Q1 2025SEC
Q1 2025Apr 10, 2025284$493.0MiShares Core S&P 500 ETFAAPLiShares MSCI USA Quality Factor ETFvs. Q4 2024SEC
Q4 2024Jan 15, 2025280$498.0MiShares Core S&P 500 ETFAAPLState Street SPDR Portfolio S&P 500 ETFvs. Q3 2024SEC
Q3 2024Oct 9, 2024282$483.7MiShares Core S&P 500 ETFAAPLState Street SPDR Portfolio S&P 500 ETFvs. Q2 2024SEC
Q2 2024Jul 12, 2024259$449.2MiShares Core S&P 500 ETFAAPLState Street SPDR Portfolio S&P 500 ETFvs. Q1 2024SEC
Q1 2024Apr 16, 2024261$429.2MiShares Core S&P 500 ETFAAPLState Street SPDR Portfolio S&P 500 ETFvs. Q4 2023SEC
Q4 2023Jan 11, 2024244$400.9MiShares Core S&P 500 ETFAAPLState Street SPDR Portfolio S&P 500 ETFvs. Q3 2023SEC
Q3 2023Oct 13, 2023240$360.7MiShares Core S&P 500 ETFAAPLState Street SPDR Portfolio S&P 500 ETFvs. Q2 2023SEC
Q2 2023Jul 21, 2023247$380.5MiShares Core S&P 500 ETFAAPLiShares MSCI USA Quality Factor ETFvs. Q1 2023SEC
Q1 2023Apr 7, 2023249$341.5MiShares Core S&P 500 ETFAAPLiShares Trvs. Q4 2022SEC
Q4 2022Jan 19, 2023233$311.2MiShares Core S&P 500 ETFiShares TrAAPLvs. Q3 2022SEC
Q3 2022Oct 14, 2022223$294.0MiShares Core S&P 500 ETFiShares TrAAPLvs. Q2 2022SEC
Q2 2022Jul 27, 2022228$313.5MiShares Core S&P 500 ETFiShares TrAAPLvs. Q1 2022SEC
Q1 2022Apr 22, 2022243$366.9MiShares Core S&P 500 ETFiShares TrAAPLvs. Q4 2021SEC
Q4 2021Jan 19, 2022229$365.4MiShares Core S&P 500 ETFAAPLiShares Trvs. Q3 2021SEC
Q3 2021Oct 13, 2021226$333.9MiShares Core S&P 500 ETFiShares TrAAPLvs. Q2 2021SEC
Q2 2021Jul 14, 2021259$366.1MiShares Core S&P 500 ETFAAPLiShares Trvs. Q1 2021SEC
Q1 2021Apr 28, 2021295$478.2MiShares Core S&P 500 ETFiShares TrAAPL–SEC