Cypress Wealth Services, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 28, 2025), Cypress Wealth Services, LLC reported 318 stock positions worth $558.6 million. Its top holding was Apple (AAPL) at 4.9% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 4.8%) and iShares MSCI USA Quality Fac (QUAL, 4.3%). Compared with Q1 2025, it opened 49 new positions, sold out of 15, added to 132 and reduced 94. The biggest buy was a new position in iShares U.S. Thematic Rotati (THRO) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- PALM DESERT, CA
- CIK
- 0001721527
- Portfolio Value
- $558.6M (Q2 2025)
- SEC Filing
- 0001085146-25-004189 ↗ filed Jul 28, 2025
Holdings Value
Holdings 318 stocks · $558.6M
| AAPL Apple Inc. | 4.94% | 134,494 | $27.6M | Add +1.2% |
| IVV iShares Core S&P 500 ETF | 4.79% | 43,115 | $26.8M | Reduce -21.2% |
| QUAL iShares MSCI USA Quality Fac | 4.33% | 132,456 | $24.2M | Add +5.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.84% | 295,064 | $21.4M | Reduce -2.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 3.53% | 362,524 | $19.7M | Add +4.3% |
| EFV iShares MSCI Eafe Value ETF | 3.35% | 294,430 | $18.7M | Add +46.3% |
| IVW iShares S&P 500 Growth ETF | 2.69% | 136,599 | $15.0M | Reduce -24.9% |
| OEF iShares S&P 100 ETF | 2.29% | 41,973 | $12.8M | Add +19.9% |
| SCHZ Schwab US Aggregate Bond ETF | 2.16% | 518,250 | $12.0M | Reduce -5.2% |
| IVE iShares S&P 500 Value ETF | 2.06% | 58,843 | $11.5M | Reduce -4.5% |
| EFG iShares MSCI Eafe Growth ETF | 1.78% | 88,784 | $9.9M | Add +1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.73% | 15,596 | $9.6M | Add +26.7% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.72% | 26,245 | $9.6M | Reduce -2.5% |
| IYW iShares Ustechnology ETF | 1.49% | 48,178 | $8.3M | Reduce -8.2% |
| MSFT Microsoft Corp. | 1.49% | 16,734 | $8.3M | Add +15.8% |
| ESGU iShares ESG Aware MSCI USA | 1.41% | 58,092 | $7.9M | Reduce -3.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.35% | 162,959 | $7.5M | Reduce -5.2% |
| VOO Vanguard S&P 500 ETF | 1.35% | 13,243 | $7.5M | Add +3.4% |
| THRO iShares U.S. Thematic Rotati | 1.21% | 189,973 | $6.8M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.17% | 23,397 | $6.5M | Add +0.6% |
| NVDA Nvidia Corp. | 1.17% | 41,198 | $6.5M | Add +16.9% |
| VYM Vanguard High DVD Yield ETF | 1.11% | 46,343 | $6.2M | Add +5.7% |
| SPEM State Street SP PTF Em ETF | 1.01% | 132,224 | $5.7M | New |
| AMZN Amazon.com Inc. | 0.99% | 25,083 | $5.5M | Add +7.1% |
| VEA Vanguard Ftse Developed ETF | 0.98% | 96,040 | $5.5M | Add +8.6% |
| GOOGL Alphabet Inc. Class A | 0.98% | 30,926 | $5.5M | Add +18.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.94% | 10,829 | $5.3M | Add +6.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.93% | 22,022 | $5.2M | Add +1.3% |
| IEMG iShares Core MSCI Emerging | 0.92% | 85,443 | $5.1M | Add +49.4% |
| COST Costco Wholesale Corp. | 0.82% | 4,604 | $4.6M | Add +13.5% |
| PFF iShares Preferred & Income S | 0.80% | 146,131 | $4.5M | Reduce -2.6% |
| MBB iShares MBS ETF | 0.76% | 45,484 | $4.3M | Add +4.5% |
| TSLA Tesla Inc. | 0.72% | 12,601 | $4.0M | Add +7.6% |
| GOOG Alphabet Inc. Class C | 0.65% | 20,497 | $3.6M | Add +28.2% |
| META Meta Platforms Inc. Class A | 0.65% | 4,887 | $3.6M | Add +6.7% |
| VCIT Vanguard Int-Term Corporate | 0.65% | 43,456 | $3.6M | Reduce -3.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.64% | 6,531 | $3.6M | Add +23.2% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.62% | 42,934 | $3.5M | Reduce -2.2% |
| IVLU iShares MSCI International V | 0.61% | 103,317 | $3.4M | Add +5.3% |
| BAI Ishrs AI in and Tech Act ETF | 0.56% | 107,993 | $3.1M | New |
| JPM JPMorgan Chase & Co. | 0.54% | 10,471 | $3.0M | Reduce -0.4% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.52% | 54,602 | $2.9M | Add +3.7% |
| SPMO Invesco S&P 500 Momentum ETF | 0.50% | 24,904 | $2.8M | Add +5.1% |
| SCHD Schwab US DVD Equity ETF | 0.49% | 104,202 | $2.8M | Reduce -8.4% |
| IAU iShares Gold Trust | 0.48% | 42,723 | $2.7M | Reduce -7.2% |
| VDC Vanguard Consumer Staple ETF | 0.47% | 12,093 | $2.6M | Reduce -1.6% |
| NVBU Allianzim US BF15 Uncap Nov | 0.47% | 99,652 | $2.6M | No change |
| TLH iShares 10-20 Year Treasury | 0.47% | 25,796 | $2.6M | Add +29.7% |
| UPS United Parcel Service Class B | 0.46% | 25,362 | $2.6M | Reduce -0.4% |
| MAR Marriott International Class A | 0.45% | 9,221 | $2.5M | Reduce -2.3% |
| DVY iShares Select Dividend ETF | 0.44% | 18,680 | $2.5M | Reduce -12.3% |
| MUB iShares National Muni Bond E | 0.44% | 23,703 | $2.5M | Add +58.8% |
| DFUV Dimensional US Marketwide Va | 0.41% | 53,841 | $2.3M | Reduce -1.7% |
| MTUM iShares MSCI USA Momentum Fa | 0.39% | 9,073 | $2.2M | Add +1.3% |
| IWB iShares Russell 1000 ETF | 0.39% | 6,402 | $2.2M | Reduce -1.2% |
| IEV iShares Europe ETF | 0.36% | 31,867 | $2.0M | Reduce -3.9% |
| SHOP Shopify Inc. Class A | 0.35% | 17,036 | $2.0M | Add +2.2% |
| PMAR Innovator U.S. Equity Power | 0.35% | 46,429 | $2.0M | No change |
| AXP American Express Co. | 0.35% | 6,106 | $1.9M | Add +11.0% |
| DFAS Dimensional US Small Cap ETF | 0.34% | 30,141 | $1.9M | Reduce -3.0% |
| LLY Eli Lilly & Co. | 0.33% | 2,377 | $1.9M | Add +4.3% |
| VIG Vanguard Dividend Apprec ETF | 0.32% | 8,741 | $1.8M | Add +0.5% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.32% | 38,462 | $1.8M | Add +23.9% |
| AVGO Broadcom Inc. | 0.31% | 6,302 | $1.7M | Add +13.2% |
| XOM Exxon Mobil Corp. | 0.31% | 16,022 | $1.7M | Reduce -0.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.31% | 34,873 | $1.7M | Add +12.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.31% | 5,981 | $1.7M | Reduce -12.2% |
| ZNOV Invtr Equ DE PR ETF - 1 YR N | 0.30% | 63,901 | $1.7M | No change |
| VWO Vanguard Ftse Emerging Marke | 0.29% | 32,286 | $1.6M | Add +22.9% |
| BNDX Vanguard Total Intl Bond ETF | 0.28% | 31,774 | $1.6M | Add +521.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.27% | 16,168 | $1.5M | Reduce -2.7% |
| IJUL Innovator International Deve | 0.26% | 46,291 | $1.5M | No change |
| SUSL iShares ESG MSCI USA Leaders | 0.26% | 13,574 | $1.5M | Reduce -0.1% |
| KJUL Innovator U.S. Small Cap Pow | 0.26% | 50,154 | $1.5M | Reduce -1.2% |
| WMT Walmart Inc. | 0.26% | 14,606 | $1.4M | Add +3.2% |
| IAGG iShares Intl Aggregate Bond | 0.25% | 27,140 | $1.4M | New |
| PM Philip Morris International | 0.25% | 7,598 | $1.4M | Add +1.5% |
| ORCL Oracle Corp. | 0.25% | 6,320 | $1.4M | Add +25.0% |
| CVX Chevron Corp. | 0.25% | 9,594 | $1.4M | Reduce -0.7% |
| EJUL Innovator Emerging Markets P | 0.24% | 49,367 | $1.4M | No change |
| EMB iShares JP Morgan Usd Emergi | 0.24% | 14,252 | $1.3M | Add +8.3% |
| WFC Wells Fargo & Co. | 0.23% | 16,335 | $1.3M | Reduce -7.1% |
| ZJUL Innovator Edp ETF 1 YR July | 0.23% | 46,006 | $1.3M | Reduce -14.1% |
| GS Goldman Sachs Group Inc. | 0.22% | 1,730 | $1.2M | Add +18.8% |
| V Visa Inc. Class A | 0.22% | 3,409 | $1.2M | Reduce -0.5% |
| DECW Alianzim US Eq BFR20 Dec-Usd | 0.21% | 37,800 | $1.2M | No change |
| NFLX Netflix Inc. | 0.21% | 880 | $1.2M | Add +7.1% |
| ITOT iShares Core S&P Total U.S. | 0.20% | 8,475 | $1.1M | Reduce -3.1% |
| XCEM Columbia Em Core Ex-China | 0.20% | 33,109 | $1.1M | Reduce -81.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 3,704 | $1.1M | Add +93.1% |
| IWM iShares Russell 2000 ETF | 0.20% | 5,148 | $1.1M | Add +298.1% |
| PHYS Sprott Physical Gold Trust | 0.19% | 41,835 | $1.1M | Reduce -2.3% |
| WABC Westamerica Bancorporation | 0.19% | 21,775 | $1.1M | No change |
| PSLV Sprott Physical Silver Trust | 0.19% | 85,816 | $1.1M | Add +0.1% |
| SDOG Alps Sector Dividend Dogs | 0.18% | 17,979 | $1.0M | Add +0.7% |
| BLK BlackRock Inc. | 0.18% | 977 | $1.0M | Add +4.3% |
| JNJ Johnson & Johnson | 0.18% | 6,634 | $1.0M | Add +0.9% |
| ZOCT Inr Eqty Def P ETF - 1 Y Oc | 0.18% | 38,881 | $1.0M | No change |
| COWZ Pacer US Cash Cows 100 ETF | 0.18% | 18,064 | $995K | Reduce -3.1% |
| BSCP Invesco Bulletshares 2025 CB | 0.17% | 46,819 | $968K | Reduce -0.8% |
Portfolio Sells Q1 2025 → Q2 2025
| IVV iShares Core S&P 500 ETF | Reduce -21.2% | 4.79% | −1.45 |
| XCEM Columbia Em Core Ex-China | Reduce -81.2% | 0.20% | −0.85 |
| IVW iShares S&P 500 Growth ETF | Reduce -24.9% | 2.69% | −0.73 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -90.9% | 0.04% | −0.46 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -74.2% | 0.15% | −0.42 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -5.2% | 2.16% | −0.41 |
| IVE iShares S&P 500 Value ETF | Reduce -4.5% | 2.06% | −0.32 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -5.2% | 1.35% | −0.26 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.9% | 3.84% | −0.21 |
| SCHD Schwab US DVD Equity ETF | Reduce -8.4% | 0.49% | −0.15 |
| DVY iShares Select Dividend ETF | Reduce -12.3% | 0.44% | −0.14 |
| XEVMX Eaton Vance Cal Muni Bond | Sold out | 0.00% | −0.13 |
| PFF iShares Preferred & Income S | Reduce -2.6% | 0.80% | −0.13 |
| AHR American Healthcare REIT Inc. | Sold out | 0.00% | −0.12 |
| MUC BlackRock Munihold Ca QLTY | Sold out | 0.00% | −0.12 |
| UPS United Parcel Service Class B | Reduce -0.4% | 0.46% | −0.11 |
| VCIT Vanguard Int-Term Corporate | Reduce -3.3% | 0.65% | −0.10 |
| ILCV iShares Morningstar Value Et | Sold out | 0.00% | −0.10 |
| TFI SS SPDR N Ice Muni Bond ETF | Sold out | 0.00% | −0.10 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -2.2% | 0.62% | −0.08 |
| CVX Chevron Corp. | Reduce -0.7% | 0.25% | −0.08 |
| ESGU iShares ESG Aware MSCI USA | Reduce -3.5% | 1.41% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 0.31% | −0.08 |
| IAU iShares Gold Trust | Reduce -7.2% | 0.48% | −0.07 |
| VDC Vanguard Consumer Staple ETF | Reduce -1.6% | 0.47% | −0.07 |
| XNCMX Nuveen Ca Amt-FR Muni Inc. | Sold out | 0.00% | −0.07 |
| HEZU iShares Currency Hedged MSCI | Sold out | 0.00% | −0.06 |
| HYDB iShares High Yield Systemati | Sold out | 0.00% | −0.06 |
| PFEB Innovator U.S. Equity Power | Sold out | 0.00% | −0.06 |
| YJUN FT Vest Int Eq Modt ETF-June | Sold out | 0.00% | −0.06 |
| NJUL Innovator Growth 100 Power B | Sold out | 0.00% | −0.06 |
| ZJUL Innovator Edp ETF 1 YR July | Reduce -14.1% | 0.23% | −0.06 |
| IYE iShares U.S. Energy ETF | Sold out | 0.00% | −0.06 |
| DFUV Dimensional US Marketwide Va | Reduce -1.7% | 0.41% | −0.05 |
| ZSEP Innovator Edp ETF - 1 YR Sep | Reduce -27.9% | 0.10% | −0.05 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -12.2% | 0.31% | −0.05 |
| KJAN Innovator U.S. Small Cap Pow | Sold out | 0.00% | −0.05 |
| FLOT iShares Floating Rate Bond E | Sold out | 0.00% | −0.05 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -2.7% | 0.27% | −0.04 |
| EPD Enterprise Products Partners | Sold out | 0.00% | −0.04 |
| GNMA iShares Gnma Bond ETF | Reduce -22.4% | 0.09% | −0.04 |
| TLT iShares 20+ Year Treasury BD | Reduce -30.0% | 0.05% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -42.7% | 0.04% | −0.03 |
| ZAUG Innov Eq Protect ETF - 1 Aug | Reduce -15.4% | 0.12% | −0.03 |
| DFAS Dimensional US Small Cap ETF | Reduce -3.0% | 0.34% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -1.8% | 0.15% | −0.03 |
| IEV iShares Europe ETF | Reduce -3.9% | 0.36% | −0.03 |
| MO Altria Group Inc. | Reduce -25.4% | 0.05% | −0.03 |
| ABBV Abbvie Inc. | Reduce -2.7% | 0.09% | −0.03 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -3.1% | 0.18% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| THRO iShares U.S. Thematic Rotati | New | 1.21% | +1.21 |
| SPEM State Street SP PTF Em ETF | New | 1.01% | +1.01 |
| EFV iShares MSCI Eafe Value ETF | Add +46.3% | 3.35% | +0.94 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.56% | +0.56 |
| NVDA Nvidia Corp. | Add +16.9% | 1.17% | +0.39 |
| MSFT Microsoft Corp. | Add +15.8% | 1.49% | +0.39 |
| OEF iShares S&P 100 ETF | Add +19.9% | 2.29% | +0.36 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +26.7% | 1.73% | +0.33 |
| IEMG iShares Core MSCI Emerging | Add +49.4% | 0.92% | +0.29 |
| IAGG iShares Intl Aggregate Bond | New | 0.25% | +0.25 |
| BNDX Vanguard Total Intl Bond ETF | Add +521.0% | 0.28% | +0.23 |
| GOOGL Alphabet Inc. Class A | Add +18.9% | 0.98% | +0.16 |
| EFA iShares MSCI Eafe ETF | New | 0.15% | +0.15 |
| IWM iShares Russell 2000 ETF | Add +298.1% | 0.20% | +0.15 |
| CRM Salesforce Inc. | New | 0.14% | +0.14 |
| GOOG Alphabet Inc. Class C | Add +28.2% | 0.65% | +0.14 |
| TJAN Inv E D PRT ETF - 2Y T JAN27 | New | 0.14% | +0.14 |
| QQQ Invesco QQQ Trust Series 1 | Add +23.2% | 0.64% | +0.14 |
| ZAPR Intr Eqt Def Pro ETF - 1 Y A | New | 0.12% | +0.12 |
| MUB iShares National Muni Bond E | Add +58.8% | 0.44% | +0.12 |
| AVGO Broadcom Inc. | Add +13.2% | 0.31% | +0.12 |
| META Meta Platforms Inc. Class A | Add +6.7% | 0.65% | +0.11 |
| MAXJ iShares LG Cap Max Buff Jun | New | 0.11% | +0.11 |
| MAYW Alianzim US Eq BFR20 May-Usd | New | 0.11% | +0.11 |
| XBFZX BlackRock Ca Muni Inc. TR | New | 0.10% | +0.10 |
| ORCL Oracle Corp. | Add +25.0% | 0.25% | +0.10 |
| TSLA Tesla Inc. | Add +7.6% | 0.72% | +0.10 |
| DE Deere & Co. | New | 0.10% | +0.10 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +4.3% | 3.53% | +0.10 |
| CEV Eaton Vance Ca Muni Inc. TRST | New | 0.10% | +0.10 |
| VTI VG Morningstar TS MKT ETF-US | Add +93.1% | 0.20% | +0.09 |
| APRW Allinzim US Eq BFR20 Apr-Usd | New | 0.09% | +0.09 |
| LCTU iShares U.S. Carbon Transiti | New | 0.08% | +0.08 |
| AMZN Amazon.com Inc. | Add +7.1% | 0.99% | +0.08 |
| AMAT Applied Materials Inc. | New | 0.07% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +8.6% | 0.98% | +0.07 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.07% | +0.07 |
| MARW Alianzim US Eq BFR20 Mar-Usd | New | 0.06% | +0.06 |
| ZFEB Inotr Eq Def PR ETF - 1 YR F | New | 0.06% | +0.06 |
| EEM iShares MSCI Emerging Market | Add +102.6% | 0.12% | +0.06 |
| GS Goldman Sachs Group Inc. | Add +18.8% | 0.22% | +0.06 |
| SPMO Invesco S&P 500 Momentum ETF | Add +5.1% | 0.50% | +0.06 |
| NFLX Netflix Inc. | Add +7.1% | 0.21% | +0.06 |
| DSI iShares ESG MSCI KLD 400 ETF | New | 0.05% | +0.05 |
| USXF iShares ESG Advance MSCI USA | New | 0.05% | +0.05 |
| SYY Sysco Corp. | New | 0.05% | +0.05 |
| ANET Arista Networks Inc. | Add +42.6% | 0.13% | +0.05 |
| ESGE iShares Inc. iShares ESG Awar | New | 0.05% | +0.05 |
| TLH iShares 10-20 Year Treasury | Add +29.7% | 0.47% | +0.05 |
| ADSK Autodesk Inc. | New | 0.05% | +0.05 |
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 |