Cypress Wealth Services, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 15, 2025), Cypress Wealth Services, LLC reported 346 stock positions worth $610.6 million. Its top holding was Apple (AAPL) at 5.7% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 4.6%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 4.1%). Compared with Q2 2025, it opened 43 new positions, sold out of 15, added to 141 and reduced 101. The biggest buy was iShares S&P 100 ETF (OEF, shares +37%) and the biggest sale iShares MSCI Eafe Growth ETF (EFG, shares −57%).
- Most Recent 13F
- Q2 2026
- Location
- PALM DESERT, CA
- CIK
- 0001721527
- Portfolio Value
- $610.6M (Q3 2025)
- SEC Filing
- 0001721527-25-000004 ↗ filed Oct 15, 2025
Holdings Value
Holdings 346 stocks · $610.6M
| AAPL Apple Inc. | 5.68% | 136,156 | $34.7M | Add +1.2% |
| IVV iShares Core S&P 500 ETF | 4.62% | 42,136 | $28.2M | Reduce -2.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.12% | 321,343 | $25.2M | Add +8.9% |
| QUAL iShares MSCI USA Quality Fac | 3.79% | 119,142 | $23.2M | Reduce -10.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 3.73% | 384,616 | $22.8M | Add +6.1% |
| OEF iShares S&P 100 ETF | 3.13% | 57,479 | $19.1M | Add +36.9% |
| EFV iShares MSCI Eafe Value ETF | 2.82% | 253,484 | $17.2M | Reduce -13.9% |
| IVW iShares S&P 500 Growth ETF | 2.65% | 133,856 | $16.2M | Reduce -2.0% |
| IVE iShares S&P 500 Value ETF | 2.01% | 59,479 | $12.3M | Add +1.1% |
| SCHZ Schwab US Aggregate Bond ETF | 1.89% | 492,968 | $11.6M | Reduce -4.9% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.71% | 25,881 | $10.4M | Reduce -1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.69% | 15,535 | $10.3M | Reduce -0.4% |
| MSFT Microsoft Corp. | 1.44% | 16,927 | $8.8M | Add +1.1% |
| ESGU iShares ESG Aware MSCI USA | 1.40% | 58,505 | $8.5M | Add +0.7% |
| VOO Vanguard S&P 500 ETF | 1.34% | 13,389 | $8.2M | Add +1.1% |
| NVDA Nvidia Corp. | 1.29% | 42,262 | $7.9M | Add +2.6% |
| SPEM State Street SP PTF Em ETF | 1.23% | 160,106 | $7.5M | Add +21.1% |
| THRO iShares U.S. Thematic Rotati | 1.22% | 196,804 | $7.5M | Add +3.6% |
| BAI Ishrs AI in and Tech Act ETF | 1.18% | 211,561 | $7.2M | Add +95.9% |
| GOOGL Alphabet Inc. Class A | 1.13% | 28,425 | $6.9M | Reduce -8.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.12% | 23,281 | $6.8M | Reduce -0.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.09% | 141,959 | $6.6M | Reduce -12.9% |
| VYM Vanguard High DVD Yield ETF | 1.06% | 45,877 | $6.5M | Reduce -1.0% |
| IEMG iShares Core MSCI Emerging | 1.01% | 93,332 | $6.2M | Add +9.2% |
| AMZN Amazon.com Inc. | 0.99% | 27,500 | $6.0M | Add +9.6% |
| VEA Vanguard Ftse Developed ETF | 0.97% | 98,612 | $5.9M | Add +2.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.92% | 22,132 | $5.6M | Add +0.5% |
| TSLA Tesla Inc. | 0.92% | 12,620 | $5.6M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.92% | 11,159 | $5.6M | Add +3.0% |
| GOOG Alphabet Inc. Class C | 0.78% | 19,605 | $4.8M | Reduce -4.3% |
| COST Costco Wholesale Corp. | 0.74% | 4,868 | $4.5M | Add +5.7% |
| PFF iShares Preferred & Income S | 0.73% | 141,514 | $4.5M | Reduce -3.2% |
| MBB iShares MBS ETF | 0.72% | 46,393 | $4.4M | Add +2.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.71% | 37,993 | $4.3M | Reduce -57.2% |
| IYW iShares Ustechnology ETF | 0.70% | 21,896 | $4.3M | Reduce -54.5% |
| IAU iShares Gold Trust | 0.67% | 56,182 | $4.1M | Add +31.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.66% | 6,704 | $4.0M | Add +2.6% |
| VCIT Vanguard Int-Term Corporate | 0.62% | 45,193 | $3.8M | Add +4.0% |
| META Meta Platforms Inc. Class A | 0.60% | 5,013 | $3.7M | Add +2.6% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.58% | 43,492 | $3.5M | Add +1.3% |
| JPM JPMorgan Chase & Co. | 0.57% | 11,113 | $3.5M | Add +6.1% |
| IVLU iShares MSCI International V | 0.55% | 95,493 | $3.4M | Reduce -7.6% |
| TLH iShares 10-20 Year Treasury | 0.53% | 31,216 | $3.2M | Add +21.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.50% | 57,252 | $3.0M | Add +4.8% |
| SPMO Invesco S&P 500 Momentum ETF | 0.49% | 24,644 | $3.0M | Reduce -1.0% |
| NVBU Allianzim US BF15 Uncap Nov | 0.46% | 99,652 | $2.8M | No change |
| SCHD Schwab US DVD Equity ETF | 0.45% | 99,691 | $2.7M | Reduce -4.3% |
| AVGO Broadcom Inc. | 0.44% | 8,163 | $2.7M | Add +29.5% |
| DVY iShares Select Dividend ETF | 0.44% | 18,720 | $2.7M | Add +0.2% |
| MAR Marriott International Class A | 0.43% | 9,972 | $2.6M | Add +8.1% |
| SHLD Global X Defense Tech ETF | 0.42% | 36,927 | $2.6M | New |
| SHOP Shopify Inc. Class A | 0.42% | 17,164 | $2.6M | Add +0.8% |
| MUB iShares National Muni Bond E | 0.41% | 23,318 | $2.5M | Reduce -1.6% |
| VDC Vanguard Consumer Staple ETF | 0.40% | 11,487 | $2.5M | Reduce -5.0% |
| DFUV Dimensional US Marketwide Va | 0.39% | 52,617 | $2.4M | Reduce -2.3% |
| MTUM iShares MSCI USA Momentum Fa | 0.38% | 9,032 | $2.3M | Reduce -0.5% |
| IWB iShares Russell 1000 ETF | 0.38% | 6,333 | $2.3M | Reduce -1.1% |
| UPS United Parcel Service Class B | 0.35% | 25,396 | $2.1M | Add +0.1% |
| AXP American Express Co. | 0.33% | 6,130 | $2.0M | Add +0.4% |
| LLY Eli Lilly & Co. | 0.33% | 2,653 | $2.0M | Add +11.6% |
| DFAS Dimensional US Small Cap ETF | 0.33% | 29,510 | $2.0M | Reduce -2.1% |
| VIG Vanguard Dividend Apprec ETF | 0.31% | 8,870 | $1.9M | Add +1.5% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.31% | 40,549 | $1.9M | Add +5.4% |
| XOM Exxon Mobil Corp. | 0.30% | 16,043 | $1.8M | Add +0.1% |
| PJUL Innovator U.S. Equity Power | 0.28% | 38,167 | $1.7M | New |
| VWO Vanguard Ftse Emerging Marke | 0.28% | 32,016 | $1.7M | Reduce -0.8% |
| IEV iShares Europe ETF | 0.28% | 26,295 | $1.7M | Reduce -17.5% |
| ZNOV Invtr Equ DE PR ETF - 1 YR N | 0.28% | 63,901 | $1.7M | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.28% | 34,021 | $1.7M | Add +7.1% |
| ITA iShares U.S. Aerospace & Def | 0.26% | 7,604 | $1.6M | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.26% | 5,162 | $1.6M | Reduce -13.7% |
| ORCL Oracle Corp. | 0.26% | 5,630 | $1.6M | Reduce -10.9% |
| CVX Chevron Corp. | 0.26% | 10,116 | $1.6M | Add +5.4% |
| SUSL iShares ESG MSCI USA Leaders | 0.26% | 13,388 | $1.6M | Reduce -1.4% |
| WMT Walmart Inc. | 0.25% | 14,996 | $1.5M | Add +2.7% |
| USMV iShares MSCI USA Min Vol Fac | 0.25% | 16,003 | $1.5M | Reduce -1.0% |
| GS Goldman Sachs Group Inc. | 0.24% | 1,876 | $1.5M | Add +8.4% |
| IAGG iShares Intl Aggregate Bond | 0.24% | 28,317 | $1.5M | Add +4.3% |
| WFC Wells Fargo & Co. | 0.24% | 17,183 | $1.4M | Add +5.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.23% | 27,721 | $1.4M | Reduce -20.5% |
| EMB iShares JP Morgan Usd Emergi | 0.23% | 14,473 | $1.4M | Add +1.6% |
| PSLV Sprott Physical Silver Trust | 0.22% | 85,824 | $1.3M | Add +0.0% |
| JNJ Johnson & Johnson | 0.22% | 7,169 | $1.3M | Add +8.1% |
| ZJUL Innovator Edp ETF 1 YR July | 0.22% | 46,006 | $1.3M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 3,850 | $1.3M | Add +3.9% |
| DECW Alianzim US Eq BFR20 Dec-Usd | 0.20% | 37,800 | $1.2M | No change |
| PHYS Sprott Physical Gold Trust | 0.20% | 41,835 | $1.2M | No change |
| PM Philip Morris International | 0.20% | 7,622 | $1.2M | Add +0.3% |
| SLV iShares Silver Trust | 0.20% | 28,618 | $1.2M | Reduce -1.9% |
| ITOT iShares Core S&P Total U.S. | 0.20% | 8,325 | $1.2M | Reduce -1.8% |
| V Visa Inc. Class A | 0.20% | 3,520 | $1.2M | Add +3.3% |
| YJUN FT Vest Int Eq Modt ETF-June | 0.20% | 47,519 | $1.2M | New |
| NJUL Innovator Growth 100 Power B | 0.19% | 16,688 | $1.2M | New |
| SDOG Alps Sector Dividend Dogs | 0.18% | 18,094 | $1.1M | Add +0.6% |
| WABC Westamerica Bancorporation | 0.18% | 21,775 | $1.1M | No change |
| IXN iShares Global Tech ETF | 0.17% | 10,277 | $1.1M | Reduce -0.8% |
| BE Bloom Energy Corp. Class A | 0.17% | 12,488 | $1.1M | Add +0.5% |
| NFLX Netflix Inc. | 0.17% | 876 | $1.1M | Reduce -0.5% |
| IBIT iShares Bitcoin Trust ETF | 0.17% | 15,914 | $1.0M | Add +2.3% |
| ZOCT Inr Eqty Def P ETF - 1 Y Oc | 0.17% | 38,881 | $1.0M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| EFG iShares MSCI Eafe Growth ETF | Reduce -57.2% | 0.71% | −1.07 |
| IYW iShares Ustechnology ETF | Reduce -54.5% | 0.70% | −0.79 |
| QUAL iShares MSCI USA Quality Fac | Reduce -10.1% | 3.79% | −0.54 |
| EFV iShares MSCI Eafe Value ETF | Reduce -13.9% | 2.82% | −0.53 |
| PMAR Innovator U.S. Equity Power | Reduce -83.0% | 0.06% | −0.29 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -12.9% | 1.09% | −0.26 |
| KJUL Innovator U.S. Small Cap Pow | Sold out | 0.00% | −0.26 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -4.9% | 1.89% | −0.26 |
| EJUL Innovator Emerging Markets P | Sold out | 0.00% | −0.24 |
| IJUL Innovator International Deve | Reduce -84.2% | 0.04% | −0.23 |
| IVV iShares Core S&P 500 ETF | Reduce -2.3% | 4.62% | −0.17 |
| IJAN Innovator International Deve | Sold out | 0.00% | −0.17 |
| IWM iShares Russell 2000 ETF | Reduce -74.9% | 0.05% | −0.15 |
| EJAN Innovator Emerging Markets P | Reduce -68.8% | 0.04% | −0.11 |
| CAVA Cava Group Inc. | Sold out | 0.00% | −0.08 |
| IEV iShares Europe ETF | Reduce -17.5% | 0.28% | −0.08 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -20.5% | 0.23% | −0.08 |
| VDC Vanguard Consumer Staple ETF | Reduce -5.0% | 0.40% | −0.07 |
| PFF iShares Preferred & Income S | Reduce -3.2% | 0.73% | −0.07 |
| VNOM Viper Energy Inc. | Sold out | 0.00% | −0.06 |
| IVLU iShares MSCI International V | Reduce -7.6% | 0.55% | −0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.5% | 1.12% | −0.05 |
| KOCT Innovator U.S. Small Cap Pow | Sold out | 0.00% | −0.05 |
| SCHD Schwab US DVD Equity ETF | Reduce -4.3% | 0.45% | −0.05 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.0% | 1.06% | −0.05 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.05 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.0% | 2.65% | −0.05 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -13.7% | 0.26% | −0.05 |
| KMX Carmax Inc. | Sold out | 0.00% | −0.04 |
| HEFA Isha Curr Hedged MSCI Eafe | Sold out | 0.00% | −0.04 |
| NFLX Netflix Inc. | Reduce -0.5% | 0.17% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.04 |
| XCEM Columbia Em Core Ex-China | Reduce -16.3% | 0.16% | −0.04 |
| MUB iShares National Muni Bond E | Reduce -1.6% | 0.41% | −0.04 |
| TXRH Texas Roadhouse Inc. | Sold out | 0.00% | −0.04 |
| AR Antero Resources Corp. | Sold out | 0.00% | −0.04 |
| VHT Vanguard Health Care ETF | Sold out | 0.00% | −0.04 |
| DIS The Walt Disney Co. | Reduce -4.9% | 0.13% | −0.03 |
| SG Sweetgreen Inc. Class A | Sold out | 0.00% | −0.03 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -19.3% | 0.12% | −0.03 |
| CRM Salesforce Inc. | Reduce -0.6% | 0.11% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.4% | 1.69% | −0.03 |
| BLK BlackRock Inc. | Reduce -16.7% | 0.16% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -0.4% | 0.11% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -13.1% | 0.13% | −0.03 |
| AMT American Tower Corp. | Reduce -4.3% | 0.08% | −0.03 |
| FISV Fiserv Inc. | Reduce -2.2% | 0.05% | −0.02 |
| DFUV Dimensional US Marketwide Va | Reduce -2.3% | 0.39% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.0% | 0.25% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -1.4% | 0.04% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| OEF iShares S&P 100 ETF | Add +36.9% | 3.13% | +0.85 |
| AAPL Apple Inc. | Add +1.2% | 5.68% | +0.74 |
| BAI Ishrs AI in and Tech Act ETF | Add +95.9% | 1.18% | +0.63 |
| SHLD Global X Defense Tech ETF | New | 0.42% | +0.42 |
| PJUL Innovator U.S. Equity Power | New | 0.28% | +0.28 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +8.9% | 4.12% | +0.28 |
| ITA iShares U.S. Aerospace & Def | New | 0.26% | +0.26 |
| SPEM State Street SP PTF Em ETF | Add +21.1% | 1.23% | +0.22 |
| TSLA Tesla Inc. | Add +0.1% | 0.92% | +0.20 |
| YJUN FT Vest Int Eq Modt ETF-June | New | 0.20% | +0.20 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +6.1% | 3.73% | +0.19 |
| NJUL Innovator Growth 100 Power B | New | 0.19% | +0.19 |
| IAU iShares Gold Trust | Add +31.5% | 0.67% | +0.19 |
| JULW Alianzim US Eq BFR20 Jul-Usd | New | 0.17% | +0.17 |
| TJUL Innovator Equity Defined Pro | New | 0.17% | +0.17 |
| JAJL Innovator Edp ETF - 6M Ja | New | 0.17% | +0.17 |
| AVGO Broadcom Inc. | Add +29.5% | 0.44% | +0.13 |
| NVDA Nvidia Corp. | Add +2.6% | 1.29% | +0.13 |
| BE Bloom Energy Corp. Class A | Add +0.5% | 0.17% | +0.12 |
| MUC BlackRock Munihold Ca QLTY | New | 0.09% | +0.09 |
| IEMG iShares Core MSCI Emerging | Add +9.2% | 1.01% | +0.09 |
| AVUV Avantis US Small Cap Value | New | 0.08% | +0.08 |
| DOC Healthpeak Properties Inc. | New | 0.07% | +0.07 |
| SHOP Shopify Inc. Class A | Add +0.8% | 0.42% | +0.07 |
| TLH iShares 10-20 Year Treasury | Add +21.0% | 0.53% | +0.06 |
| VNOM Viper Energy Inc. Class A | New | 0.05% | +0.05 |
| IWD iShares Russell 1000 Value E | New | 0.05% | +0.05 |
| AVUS Avantis U.S. Equity ETF | New | 0.05% | +0.05 |
| AVDE Avantis International Equity | New | 0.05% | +0.05 |
| LMT Lockheed Martin Corp. | New | 0.05% | +0.05 |
| ORLY O'reilly Automotive Inc. | New | 0.05% | +0.05 |
| LII Lennox International Inc. | New | 0.05% | +0.05 |
| CRWV Coreweave Inc. Class A | New | 0.04% | +0.04 |
| LRCX Lam Research Corp. | New | 0.04% | +0.04 |
| BABA Alibaba Group Holding-SP ADR | New | 0.04% | +0.04 |
| W Wayfair Inc. Class A | New | 0.04% | +0.04 |
| C Citigroup Inc. | New | 0.04% | +0.04 |
| APP AppLovin Corp. Class A | New | 0.04% | +0.04 |
| PPA Invesco Aerospace & Defense | New | 0.04% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +15.8% | 0.13% | +0.04 |
| HIMU iShares High Yild Muni A ETF | New | 0.04% | +0.04 |
| BNY Bank of New York Mellon Corp. | New | 0.04% | +0.04 |
| JNJ Johnson & Johnson | Add +8.1% | 0.22% | +0.04 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.04% | +0.04 |
| FETH Fidelity Ethereum Fund | New | 0.04% | +0.04 |
| SCHG Schwab US Large-Cap Growth | New | 0.04% | +0.04 |
| AVDV Avantis Intl S/C Value ETF | New | 0.04% | +0.04 |
| ADI Analog Devices Inc. | New | 0.04% | +0.04 |
| DFAT Dimensional US Target Value | New | 0.03% | +0.03 |
| CL Colgate-Palmolive Co. | New | 0.03% | +0.03 |
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 |