Q3 2026 13F · SEC CIK 1721527

Cypress Wealth Services, LLC

Wealth managerFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $845.2M
Reported positions: 421
Top holdings a year, 3 yrs: +18.1%
Assets under management: $1.3B

Cypress Wealth Services, LLC is a wealth manager that reported 421 positions worth $845.2M in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Apple Inc (AAPL, 6.4%), Spdr Series Trust (SPLG, 6.4%), Ishares Tr (IVV, 5.7%). A portfolio copying its top holdings returned 18.1% a year over the last 3 years, against 20.4% for the S&P 500.

Cypress Wealth Services, LLC holdings largest 50 of 421 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cypress Wealth Services, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	6.4%	5.8%	162,786	+0.1%	$54.3M
SPLGSpdr Series Trust	6.4%	5.8%	588,972	+10.0%	$54.0M
IVVIshares Tr	5.7%	5.5%	61,841	+3.1%	$48.4M
DYNFBlackrock ETF Trust	3.2%	3.6%	381,713	-11.3%	$26.9M
COROBlackrock ETF Trust	2.6%	2.3%	607,504	+19.1%	$22.3M
IVWIshares Tr	2.6%	2.5%	150,502	+1.8%	$22.0M
SCHZSchwab Strategic Tr	2.0%	1.9%	773,764	+17.4%	$17.0M
IVEIshares Tr	1.8%	1.9%	66,655	+0.1%	$15.4M
MSFTMicrosoft Corp	1.6%	1.2%	25,794	+0.8%	$13.7M
SPYState Str Spdr S&p 500 ETF T	1.6%	1.6%	17,443	-1.2%	$13.6M
NVDANvidia Corporation	1.4%	1.2%	49,653	+1.4%	$11.9M
BLCRBlackrock ETF Trust	1.4%	1.0%	234,584	+39.7%	$11.8M
IUSBIshares Tr	1.4%	1.2%	265,040	+24.7%	$11.7M
MGKVanguard World Fd	1.3%	1.3%	116,444	-1.1%	$11.1M
VOOVanguard Index Fds	1.2%	1.3%	14,711	-0.6%	$10.5M
BAIBlackrock ETF Trust	1.2%	1.4%	209,448	-6.1%	$10.4M
GOOGLAlphabet Inc	1.1%	1.2%	27,835	+0.9%	$9.7M
ESGUIshares Tr	1.1%	1.1%	56,045	+0.0%	$9.6M
IEFAIshares Tr	1.1%	—	93,417	—	$9.1M
OEFIshares Tr	1.1%	1.0%	23,057	-0.2%	$9.0M
AMZNAmazon Com Inc	1.1%	1.0%	34,897	+1.6%	$8.9M
QUALIshares Tr	1.0%	1.0%	38,468	-0.8%	$8.7M
VEAVanguard Ftse Developed Markets Index Fu	1.0%	1.0%	114,561	+0.4%	$8.1M
QQQInvesco Qqq Tr	0.9%	1.0%	10,565	+0.1%	$8.0M
BTHMBlackrock ETF Trust	0.9%	0.9%	176,831	+1.5%	$7.9M
GOOGAlphabet Inc	0.9%	0.9%	22,299	+2.5%	$7.7M
VOVanguard Index Fds	0.9%	0.9%	89,245	-0.5%	$7.2M
VYMVanguard Whitehall Fds	0.9%	0.9%	45,567	+1.8%	$7.2M
EFGIshares Tr	0.8%	1.3%	57,845	-32.1%	$7.0M
EFVIshares Tr	0.8%	0.8%	85,785	-1.6%	$6.8M
VBVanguard Index Fds	0.7%	0.8%	21,762	-0.3%	$6.3M
TSLATesla Inc	0.7%	0.8%	16,488	+3.0%	$6.3M
JPMJpmorgan Chase & Co	0.7%	0.7%	18,129	+0.1%	$6.0M
GOVTIshares Tr	0.7%	0.7%	268,278	+10.1%	$5.9M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.7%	11,244	+2.4%	$5.7M
SPEMSpdr Index Shs Fds	0.6%	0.6%	101,983	+0.7%	$5.4M
COSTCostco Wholesale Corporation	0.6%	0.7%	5,691	-0.6%	$5.3M
VIGVanguard Specialized Funds	0.6%	0.6%	21,911	+2.0%	$5.2M
IYWIshares Tr	0.6%	0.6%	18,559	+0.8%	$5.1M
AVGOBroadcom Inc	0.6%	0.6%	13,390	+3.1%	$5.0M
BEBloom Energy Corp	0.6%	0.6%	16,681	+0.8%	$4.9M
IALTBlackrock ETF Trust	0.6%	0.5%	161,572	+1.8%	$4.9M
ACWXIshares Tr	0.5%	—	59,991	—	$4.6M
IEMGIshares Inc	0.5%	0.8%	55,006	-33.3%	$4.5M
VCITVanguard Scottsdale Fds	0.5%	0.6%	56,089	-0.2%	$4.4M
METAMeta Platforms Inc	0.5%	—	5,653	—	$4.2M
PFFIshares Tr	0.5%	0.5%	138,051	-1.7%	$4.1M
SHLDGlobal X Defense Tech ETF	0.5%	0.5%	67,119	-5.2%	$4.0M
IVLUIshares Tr	0.4%	0.4%	83,491	-2.5%	$3.5M
MARMarriott Intl Inc New	0.4%	0.4%	9,777	+0.0%	$3.5M

What Cypress Wealth Services, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.8% /yr; S&P 500 +20.1%
3 years: +18.1% /yr; S&P 500 +20.4%
5 years: +8.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$845.2M	421
Q2 2026	$812.7M	422
Q1 2026	$708.3M	397
Q4 2025	$722.7M	389
Q3 2025	$610.6M	346
Q2 2025	$558.6M	318
Q1 2025	$493.0M	284
Q4 2024	$498.0M	280
Q3 2024	$483.7M	282
Q2 2024	$449.2M	259
Q1 2024	$429.2M	261
Q4 2023	$400.9M	244

Questions about Cypress Wealth Services, LLC's portfolio

What stocks does Cypress Wealth Services, LLC own?

Cypress Wealth Services, LLC's latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 421 positions worth $845.2M. The largest are Apple Inc (AAPL) at 6.4%, Spdr Series Trust (SPLG) at 6.4%, Ishares Tr (IVV) at 5.7%, Blackrock ETF Trust (DYNF) at 3.2% and Blackrock ETF Trust (CORO) at 2.6%.

What did Cypress Wealth Services, LLC buy last quarter?

In Q3 2026, Cypress Wealth Services, LLC added Blackrock ETF Trust (BLCR) (+39.7% shares), Ishares Tr (IUSB) (+24.7% shares) and Blackrock ETF Trust (CORO) (+19.1% shares), compared with its Q2 2026 filing.

What did Cypress Wealth Services, LLC sell last quarter?

In Q3 2026, Cypress Wealth Services, LLC cut from its top 50 Invesco Exch Traded Fd Tr II (SPMO), cut from its top 50 Ishares Tr (MBB), cut from its top 50 Ishares Tr (MTUM), Ishares Inc (IEMG) (-33.3% shares), Ishares Tr (EFG) (-32.1% shares) and Blackrock ETF Trust (DYNF) (-11.3% shares), compared with its Q2 2026 filing.

How has Cypress Wealth Services, LLC's portfolio performed?

A portfolio copying Cypress Wealth Services, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.8% against +20.1%. Over 5 years: +8.7% a year against +11.6%.

When is Cypress Wealth Services, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Cypress Wealth Services, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Cypress Wealth Services, LLC manage?

Cypress Wealth Services, LLC reported $1.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $845.2M.