Cypress Wealth Services, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 13, 2026), Cypress Wealth Services, LLC reported 422 stock positions worth $812.7 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 5.8% of the portfolio, followed by Apple (AAPL, 5.8%) and iShares Core S&P 500 ETF (IVV, 5.5%). Compared with Q1 2026, it opened 35 new positions, sold out of 11, added to 131 and reduced 188. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +50%) and the biggest sale iShares MSCI Eafe Value ETF (EFV, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- PALM DESERT, CA
- CIK
- 0001721527
- Portfolio Value
- $812.7M (Q2 2026)
- SEC Filing
- 0001721527-26-000004 ↗ filed Jul 13, 2026
Holdings Value
Holdings 422 stocks · $812.7M
| SPYM Ste STR SPDR PT S&P 500 ETF | 5.79% | 535,606 | $47.1M | Add +49.7% |
| AAPL Apple Inc. | 5.79% | 162,581 | $47.0M | Reduce -1.2% |
| IVV iShares Core S&P 500 ETF | 5.53% | 59,992 | $44.9M | Add +30.7% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 3.60% | 430,577 | $29.3M | Add +5.1% |
| IVW iShares S&P 500 Growth ETF | 2.50% | 147,840 | $20.3M | Add +2.6% |
| CORO Ish Intl CTRY Rot Act ETF | 2.30% | 510,139 | $18.7M | Add +33.9% |
| SCHZ Schwab US Aggregate Bond ETF | 1.88% | 659,249 | $15.2M | Add +11.9% |
| IVE iShares S&P 500 Value ETF | 1.86% | 66,607 | $15.1M | Reduce -17.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.62% | 17,649 | $13.2M | Add +4.1% |
| BAI Ishrs AI in and Tech Act ETF | 1.45% | 223,091 | $11.8M | Reduce -16.5% |
| EFG iShares MSCI Eafe Growth ETF | 1.30% | 85,176 | $10.6M | Add +46.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.27% | 117,719 | $10.3M | Reduce -2.2% |
| VOO Vanguard S&P 500 ETF | 1.25% | 14,794 | $10.2M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 1.21% | 27,595 | $9.9M | Reduce -5.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.21% | 212,533 | $9.8M | Add +27.4% |
| NVDA Nvidia Corp. | 1.21% | 48,975 | $9.8M | Add +0.1% |
| MSFT Microsoft Corp. | 1.17% | 25,579 | $9.5M | Reduce -0.4% |
| ESGU iShares ESG Aware MSCI USA | 1.13% | 56,035 | $9.2M | Reduce -0.6% |
| QUAL iShares MSCI USA Quality Fac | 1.05% | 38,773 | $8.5M | Reduce -50.8% |
| BLCR iShares LRG CP CR Act ETF-Ui | 1.04% | 167,959 | $8.5M | Add +6.8% |
| OEF iShares S&P 100 ETF | 1.04% | 23,100 | $8.5M | Add +7.4% |
| AMZN Amazon.com Inc. | 1.01% | 34,351 | $8.2M | Reduce -2.3% |
| VEA Vanguard Ftse Developed ETF | 1.00% | 114,099 | $8.1M | Add +13.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.96% | 10,553 | $7.8M | Add +2.5% |
| GOOG Alphabet Inc. Class C | 0.95% | 21,751 | $7.7M | Reduce -0.4% |
| THRO iShares U.S. Thematic Rotati | 0.92% | 174,175 | $7.5M | Reduce -28.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.89% | 89,687 | $7.2M | Reduce -0.8% |
| VYM Vanguard High DVD Yield ETF | 0.87% | 44,777 | $7.1M | Reduce -1.0% |
| IEMG iShares Core MSCI Emerging | 0.84% | 82,503 | $6.8M | Reduce -25.4% |
| TSLA Tesla Inc. | 0.83% | 16,005 | $6.7M | Add +2.5% |
| EFV iShares MSCI Eafe Value ETF | 0.82% | 87,184 | $6.7M | Reduce -56.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.81% | 21,838 | $6.6M | Add +0.2% |
| JPM JPMorgan Chase & Co. | 0.73% | 18,115 | $5.9M | Reduce -1.4% |
| SPMO Invesco S&P 500 Momentum ETF | 0.72% | 36,043 | $5.8M | Reduce -22.4% |
| MBB iShares MBS ETF | 0.71% | 61,414 | $5.8M | Add +8.0% |
| GOVT iShares US Treasury Bond ETF | 0.68% | 243,728 | $5.6M | Add +7.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 10,983 | $5.5M | Reduce -2.9% |
| COST Costco Wholesale Corp. | 0.66% | 5,723 | $5.4M | Reduce -0.8% |
| SPEM State Street SP PTF Em ETF | 0.65% | 101,303 | $5.2M | Reduce -26.0% |
| VIG Vanguard Dividend Apprec ETF | 0.63% | 21,472 | $5.1M | Reduce -4.3% |
| BE Bloom Energy Corp. Class A | 0.62% | 16,544 | $5.0M | Add +5.3% |
| AVGO Broadcom Inc. | 0.60% | 12,989 | $4.9M | Add +1.5% |
| VCIT Vanguard Int-Term Corporate | 0.57% | 56,220 | $4.6M | Add +1.7% |
| IYW iShares Ustechnology ETF | 0.57% | 18,410 | $4.6M | Reduce -0.3% |
| IALT Ishrs SYS Alt Act ETF | 0.55% | 158,734 | $4.5M | New |
| MTUM iShares MSCI USA Momentum Fa | 0.53% | 12,532 | $4.3M | Reduce -18.1% |
| PFF iShares Preferred & Income S | 0.53% | 140,409 | $4.3M | Reduce -0.6% |
| SHLD Global X Defense Tech ETF | 0.52% | 70,822 | $4.2M | Add +20.6% |
| MAR Marriott International Class A | 0.45% | 9,774 | $3.6M | Reduce -0.1% |
| IVLU iShares MSCI International V | 0.44% | 85,628 | $3.6M | Reduce -3.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.44% | 44,762 | $3.6M | Add +0.6% |
| CAT Caterpillar Inc. | 0.40% | 3,033 | $3.2M | Reduce -1.1% |
| META Meta Platforms Inc. Class A | 0.38% | 5,548 | $3.1M | Add +1.9% |
| DFUV Dimensional US Marketwide Va | 0.38% | 55,990 | $3.1M | Reduce -4.0% |
| IDEF Ishars Def Ind TC Ac ETF-Ui | 0.37% | 95,826 | $3.0M | Add +18.4% |
| MUB iShares National Muni Bond E | 0.36% | 27,085 | $2.9M | Reduce -6.0% |
| DVY iShares Select Dividend ETF | 0.36% | 18,526 | $2.9M | Reduce -1.1% |
| LLY Eli Lilly & Co. | 0.35% | 2,396 | $2.9M | Reduce -0.8% |
| CSCO Cisco Systems Inc. | 0.35% | 24,296 | $2.9M | Reduce -0.1% |
| MU Micron Technology Inc. | 0.35% | 2,434 | $2.8M | Add +3.3% |
| UPS United Parcel Service Class B | 0.35% | 26,106 | $2.8M | Reduce -0.7% |
| SCHD Schwab US DVD Equity ETF | 0.34% | 86,541 | $2.7M | Reduce -0.8% |
| JNJ Johnson & Johnson | 0.33% | 10,579 | $2.7M | Reduce -12.5% |
| NVBU Allianzim US BF15 Uncap Nov | 0.33% | 86,684 | $2.7M | Reduce -9.4% |
| CVX Chevron Corp. | 0.33% | 16,117 | $2.7M | Reduce -1.8% |
| IAU iShares Gold Trust | 0.32% | 34,847 | $2.6M | Add +2.2% |
| TLH iShares 10-20 Year Treasury | 0.32% | 25,980 | $2.6M | Reduce -20.8% |
| XOM Exxon Mobil Corp. | 0.32% | 18,911 | $2.6M | Reduce -3.1% |
| RDVY First Trust Rising Dividend | 0.31% | 30,792 | $2.5M | Reduce -13.3% |
| DFAS Dimensional US Small Cap ETF | 0.31% | 30,130 | $2.5M | Add +0.1% |
| VDC Vanguard Consumer Staple ETF | 0.30% | 10,835 | $2.4M | Reduce -1.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.29% | 48,764 | $2.4M | Add +5.4% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.28% | 49,229 | $2.2M | Add +13.3% |
| AXP American Express Co. | 0.27% | 6,507 | $2.2M | Add +0.1% |
| GS Goldman Sachs Group Inc. | 0.27% | 2,149 | $2.2M | Reduce -0.2% |
| VWO Vanguard Ftse Emerging Marke | 0.25% | 34,427 | $2.1M | Add +14.7% |
| IWB iShares Russell 1000 ETF | 0.25% | 4,911 | $2.0M | Reduce -8.4% |
| SHOP Shopify Inc. Class A | 0.24% | 17,217 | $2.0M | Reduce -4.7% |
| WMT Walmart Inc. | 0.24% | 17,284 | $2.0M | Add +3.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.22% | 34,859 | $1.8M | Reduce -41.0% |
| MRK Merck & Co. Inc. | 0.22% | 13,738 | $1.8M | Reduce -1.1% |
| SUSL iShares ESG MSCI USA Leaders | 0.22% | 13,229 | $1.8M | Reduce -2.2% |
| V Visa Inc. Class A | 0.21% | 5,034 | $1.7M | Reduce -1.8% |
| IEV iShares Europe ETF | 0.21% | 23,567 | $1.7M | Reduce -4.0% |
| PSLV Sprott Physical Silver Trust | 0.21% | 90,754 | $1.7M | Add +0.0% |
| TXN Texas Instruments Inc. | 0.21% | 5,715 | $1.7M | Add +8.6% |
| AMAT Applied Materials Inc. | 0.21% | 2,339 | $1.7M | Reduce -8.6% |
| WFC Wells Fargo & Co. | 0.20% | 20,018 | $1.7M | Reduce -4.8% |
| ZNOV Invtr Equ DE PR ETF - 1 YR N | 0.20% | 59,888 | $1.6M | No change |
| RBLX Roblox Corp. Class A | 0.20% | 29,394 | $1.6M | Add +0.2% |
| GGOV iShares Global GB Usd Ha ETF | 0.19% | 30,979 | $1.6M | New |
| VLO Valero Energy Corp. | 0.19% | 5,886 | $1.5M | Add +0.1% |
| IGM iShares Expanded Tech Sector | 0.19% | 9,364 | $1.5M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 5,410 | $1.5M | Reduce -0.7% |
| PJUL Innovator U.S. Equity Power | 0.18% | 30,531 | $1.5M | Reduce -20.0% |
| SLV iShares Silver Trust | 0.18% | 26,951 | $1.4M | Reduce -1.3% |
| PG The Procter & Gamble Co. | 0.18% | 9,735 | $1.4M | Reduce -19.7% |
| MUC BlackRock Munihold Ca QLTY | 0.17% | 124,509 | $1.4M | Add +3.0% |
| VGT Vanguard Info Tech ETF | 0.17% | 11,414 | $1.4M | Reduce -5.6% |
| IXN iShares Global Tech ETF | 0.17% | 9,424 | $1.4M | Reduce -0.8% |
Options reported separately and not counted above: AAPL puts ($637K), COST puts ($468K), SPY calls ($373K), NVDA puts ($300K), HD calls ($141K), QQQ puts ($74K), SPCX puts ($51K), ACN calls ($37K), XLF calls ($32K), IWM calls ($30K), CRWV puts ($20K), AG calls ($17K), and 2 more.
Portfolio Sells Q1 2026 → Q2 2026
| EFV iShares MSCI Eafe Value ETF | Reduce -56.2% | 0.82% | −1.27 |
| QUAL iShares MSCI USA Quality Fac | Reduce -50.8% | 1.05% | −1.09 |
| IVE iShares S&P 500 Value ETF | Reduce -17.1% | 1.86% | −0.54 |
| THRO iShares U.S. Thematic Rotati | Reduce -28.6% | 0.92% | −0.32 |
| SPEM State Street SP PTF Em ETF | Reduce -26.0% | 0.65% | −0.26 |
| IEMG iShares Core MSCI Emerging | Reduce -25.4% | 0.84% | −0.25 |
| IAGG iShares Intl Aggregate Bond | Sold out | 0.00% | −0.25 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -41.0% | 0.22% | −0.21 |
| MSFT Microsoft Corp. | Reduce -0.4% | 1.17% | −0.17 |
| COST Costco Wholesale Corp. | Reduce -0.8% | 0.66% | −0.15 |
| CVX Chevron Corp. | Reduce -1.8% | 0.33% | −0.15 |
| XOM Exxon Mobil Corp. | Reduce -3.1% | 0.32% | −0.15 |
| TLH iShares 10-20 Year Treasury | Reduce -20.8% | 0.32% | −0.15 |
| AAPL Apple Inc. | Reduce -1.2% | 5.79% | −0.11 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.9% | 0.68% | −0.09 |
| JNJ Johnson & Johnson | Reduce -12.5% | 0.33% | −0.09 |
| SLV iShares Silver Trust | Reduce -1.3% | 0.18% | −0.09 |
| VTIP Vanguard Short-Term Tips | Reduce -68.3% | 0.03% | −0.08 |
| PFF iShares Preferred & Income S | Reduce -0.6% | 0.53% | −0.08 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.0% | 0.87% | −0.07 |
| MUB iShares National Muni Bond E | Reduce -6.0% | 0.36% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -19.7% | 0.18% | −0.07 |
| PJUL Innovator U.S. Equity Power | Reduce -20.0% | 0.18% | −0.06 |
| SHOP Shopify Inc. Class A | Reduce -4.7% | 0.24% | −0.06 |
| IVLU iShares MSCI International V | Reduce -3.9% | 0.44% | −0.06 |
| NFLX Netflix Inc. | Reduce -0.8% | 0.10% | −0.06 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.3% | 0.63% | −0.06 |
| BALL Ball Corp. | Sold out | 0.00% | −0.06 |
| HON Honeywell International Inc. | Reduce -7.7% | 0.03% | −0.05 |
| NVBU Allianzim US BF15 Uncap Nov | Reduce -9.4% | 0.33% | −0.05 |
| T AT&T Inc. | Reduce -10.5% | 0.06% | −0.05 |
| VDC Vanguard Consumer Staple ETF | Reduce -1.1% | 0.30% | −0.05 |
| DECW Alianzim US Eq BFR20 Dec-Usd | Reduce -24.4% | 0.11% | −0.05 |
| ZJUL Innovator Edp ETF 1 YR July | Reduce -22.5% | 0.11% | −0.05 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -35.3% | 0.08% | −0.05 |
| USFR Wisdomtree Floating Rate Tre | Reduce -49.3% | 0.04% | −0.04 |
| LNG Cheniere Energy Inc. | Reduce -8.5% | 0.09% | −0.04 |
| DVY iShares Select Dividend ETF | Reduce -1.1% | 0.36% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -19.1% | 0.06% | −0.04 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.04 |
| VDE Vanguard Energy ETF | Reduce -9.1% | 0.09% | −0.04 |
| WABC Westamerica Bancorporation | Reduce -23.7% | 0.12% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.8% | 0.34% | −0.04 |
| LIN Linde PLC | Sold out | 0.00% | −0.04 |
| LGLV SPDR US LC Low Vol Idx | Reduce -20.0% | 0.09% | −0.04 |
| ICVT iShares Convertible Bond ETF | Sold out | 0.00% | −0.04 |
| RDVY First Trust Rising Dividend | Reduce -13.3% | 0.31% | −0.04 |
| LAMR Lamar Advertising Co. Class A | Reduce -48.5% | 0.04% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -1.4% | 0.73% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +49.7% | 5.79% | +1.93 |
| IVV iShares Core S&P 500 ETF | Add +30.7% | 5.53% | +1.30 |
| CORO Ish Intl CTRY Rot Act ETF | Add +33.9% | 2.30% | +0.57 |
| IALT Ishrs SYS Alt Act ETF | New | 0.55% | +0.55 |
| EFG iShares MSCI Eafe Growth ETF | Add +46.6% | 1.30% | +0.39 |
| BE Bloom Energy Corp. Class A | Add +5.3% | 0.62% | +0.32 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +5.1% | 3.60% | +0.24 |
| MU Micron Technology Inc. | Add +3.3% | 0.35% | +0.23 |
| IVW iShares S&P 500 Growth ETF | Add +2.6% | 2.50% | +0.20 |
| GGOV iShares Global GB Usd Ha ETF | New | 0.19% | +0.19 |
| BLCR iShares LRG CP CR Act ETF-Ui | Add +6.8% | 1.04% | +0.13 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +27.4% | 1.21% | +0.12 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.5% | 0.96% | +0.12 |
| DAPR FT Vest U.S. Equity Deep Buf | New | 0.11% | +0.11 |
| SGOV iShares 0-3 Month Treasury B | Add +236.9% | 0.15% | +0.10 |
| DFAT Dimensional US Target Value | Add +304.1% | 0.13% | +0.09 |
| INTC Intel Corp. | Add +27.4% | 0.13% | +0.09 |
| AMD Advanced Micro Devices | Add +9.3% | 0.15% | +0.09 |
| VEA Vanguard Ftse Developed ETF | Add +13.5% | 1.00% | +0.09 |
| SCMB Schwab Municipal Bond ETF | New | 0.09% | +0.09 |
| DFUS Dimensional US Eq MKT ETF | New | 0.09% | +0.09 |
| ZMAY Innovator Edp ETF -1 YR May | New | 0.09% | +0.09 |
| OEF iShares S&P 100 ETF | Add +7.4% | 1.04% | +0.07 |
| SOXX iShares Semiconductor ETF | Add +7.0% | 0.15% | +0.07 |
| IEF iShares 7-10 Year Treasury B | New | 0.07% | +0.07 |
| TXN Texas Instruments Inc. | Add +8.6% | 0.21% | +0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.1% | 1.62% | +0.06 |
| IMAR Innovator Intdevpow Buf-Mar | New | 0.06% | +0.06 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.06% | +0.06 |
| XAR SS SPDR S&P Aerospace Def | New | 0.05% | +0.05 |
| LRCX Lam Research Corp. | Add +1.6% | 0.12% | +0.05 |
| MRVL Marvell Technology Inc. | Add +0.3% | 0.08% | +0.05 |
| STX Seagate Technology Holdings | New | 0.05% | +0.05 |
| AVDV Avantis Intl S/C Value ETF | Add +169.4% | 0.08% | +0.05 |
| SPCX Space Exploration Techn Class A | New | 0.05% | +0.05 |
| AVGO Broadcom Inc. | Add +1.5% | 0.60% | +0.04 |
| GPIX GLDM SA S&P 500 PR in ETF-US | New | 0.04% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +33.3% | 0.16% | +0.04 |
| IAPR Innovator International Deve | New | 0.04% | +0.04 |
| CRWV Coreweave Inc. Class A | New | 0.04% | +0.04 |
| OTIS Otis Worldwide Corp. | New | 0.04% | +0.04 |
| ARTY iShares Future AI & Tech ETF | New | 0.04% | +0.04 |
| PANW Palo Alto Networks Inc. | New | 0.04% | +0.04 |
| ARCC Ares Capital Corp. | Add +124.1% | 0.07% | +0.04 |
| ZJAN Innovator Edp ETF - 1Y Jan | Add +57.4% | 0.12% | +0.04 |
| KLAC KLA Corp. | New | 0.04% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.03% | +0.03 |
| PJUN Innovator U.S. Equity Power | Add +71.4% | 0.09% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +11.7% | 0.07% | +0.03 |
| QMMY FT NDQ100 Mod Buff ETF - May | New | 0.03% | +0.03 |
Options Activity Q1 2026 → Q2 2026
| AAPL Apple Inc. | put | New | 2,200 | $637K |
| COST Costco Wholesale Corp. | put | New | 500 | $468K |
| SPY SS SPDR S&P 500 ETF Trust-US | call | New | 500 | $373K |
| NVDA Nvidia Corp. | put | New | 1,500 | $300K |
| HD Home Depot Inc. | call | New | 400 | $141K |
| QQQ Invesco QQQ Trust Series 1 | put | New | 100 | $74K |
| SPCX Space Exploration Techn Class A | put | New | 300 | $51K |
| ACN Accenture PLC Class A | call | New | 300 | $37K |
| XLF SS Financial Select Sector | call | New | 600 | $32K |
| IWM iShares Russell 2000 ETF | call | New | 100 | $30K |
| CRWV Coreweave Inc. Class A | put | New | 200 | $20K |
| AG First Majestic Silver Corp. | call | New | 1,000 | $17K |
| NFLX Netflix Inc. | call | New | 200 | $14K |
| MDT Medtronic PLC | call | New | 100 | $8K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 422 | $812.7M | SPYM, AAPL, IVV, DYNF, IVW |
| Q1 2026 | 397 | $708.3M | AAPL, IVV, SPYM, DYNF, IVE |
| Q4 2025 | 389 | $722.7M | AAPL, SPYM, IVV, DYNF, OEF |
| Q3 2025 | 346 | $610.6M | AAPL, IVV, SPYM, QUAL, DYNF |
| Q2 2025 | 318 | $558.6M | AAPL, IVV, QUAL, SPYM, DYNF |
| Q1 2025 | 284 | $493.0M | IVV, AAPL, QUAL, SPYM, DYNF |
| Q4 2024 | 280 | $498.0M | IVV, AAPL, SPYM, QUAL, IVW |
| Q3 2024 | 282 | $483.7M | IVV, AAPL, SPYM, QUAL, IVW |
| Q2 2024 | 259 | $449.2M | IVV, AAPL, SPYM, QUAL, IVW |
| Q1 2024 | 261 | $429.2M | IVV, AAPL, SPYM, QUAL, DYNF |