Cypress Wealth Services, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 14, 2026), Cypress Wealth Services, LLC reported 389 stock positions worth $722.7 million. Its top holding was Apple (AAPL) at 6.3% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 4.1%) and iShares Core S&P 500 ETF (IVV, 4.0%). Compared with Q3 2025, it opened 56 new positions, sold out of 13, added to 181 and reduced 90. The biggest buy was Apple (AAPL, shares +23%) and the biggest sale iShares MSCI USA Quality Fac (QUAL, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- PALM DESERT, CA
- CIK
- 0001721527
- Portfolio Value
- $722.7M (Q4 2025)
- SEC Filing
- 0001721527-26-000002 ↗ filed Jan 14, 2026
Holdings Value
Holdings 389 stocks · $722.7M
| AAPL Apple Inc. | 6.32% | 168,039 | $45.7M | Add +23.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.08% | 367,295 | $29.5M | Add +14.3% |
| IVV iShares Core S&P 500 ETF | 3.99% | 42,088 | $28.8M | Reduce -0.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 3.52% | 418,852 | $25.5M | Add +8.9% |
| OEF iShares S&P 100 ETF | 2.94% | 61,874 | $21.2M | Add +7.7% |
| IVE iShares S&P 500 Value ETF | 2.63% | 89,705 | $19.0M | Add +50.8% |
| IVW iShares S&P 500 Growth ETF | 2.41% | 141,462 | $17.4M | Add +5.7% |
| EFV iShares MSCI Eafe Value ETF | 2.41% | 243,810 | $17.4M | Reduce -3.8% |
| QUAL iShares MSCI USA Quality Fac | 2.19% | 79,693 | $15.8M | Reduce -33.1% |
| SCHZ Schwab US Aggregate Bond ETF | 1.78% | 549,682 | $12.8M | Add +11.5% |
| MSFT Microsoft Corp. | 1.69% | 25,325 | $12.2M | Add +49.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.68% | 17,850 | $12.2M | Add +14.9% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.44% | 25,138 | $10.4M | Reduce -2.9% |
| SPEM State Street SP PTF Em ETF | 1.42% | 218,620 | $10.2M | Add +36.5% |
| NVDA Nvidia Corp. | 1.31% | 50,576 | $9.4M | Add +19.7% |
| GOOGL Alphabet Inc. Class A | 1.29% | 29,794 | $9.3M | Add +4.8% |
| ESGU iShares ESG Aware MSCI USA | 1.19% | 57,940 | $8.6M | Reduce -1.0% |
| THRO iShares U.S. Thematic Rotati | 1.19% | 222,410 | $8.6M | Add +13.0% |
| VOO Vanguard S&P 500 ETF | 1.18% | 13,608 | $8.5M | Add +1.6% |
| AMZN Amazon.com Inc. | 1.15% | 35,990 | $8.3M | Add +30.9% |
| BAI Ishrs AI in and Tech Act ETF | 1.15% | 248,993 | $8.3M | Add +17.7% |
| IEMG iShares Core MSCI Emerging | 1.14% | 122,835 | $8.3M | Add +31.6% |
| GOOG Alphabet Inc. Class C | 1.00% | 22,941 | $7.2M | Add +17.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.97% | 150,758 | $7.0M | Add +6.2% |
| TSLA Tesla Inc. | 0.96% | 15,442 | $6.9M | Add +22.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.93% | 23,093 | $6.7M | Reduce -0.8% |
| VYM Vanguard High DVD Yield ETF | 0.91% | 45,978 | $6.6M | Add +0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.89% | 10,498 | $6.4M | Add +56.6% |
| VEA Vanguard Ftse Developed ETF | 0.88% | 102,265 | $6.4M | Add +3.7% |
| JPM JPMorgan Chase & Co. | 0.83% | 18,684 | $6.0M | Add +68.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.82% | 11,756 | $5.9M | Add +5.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.79% | 22,128 | $5.7M | Reduce -0.0% |
| SPMO Invesco S&P 500 Momentum ETF | 0.71% | 43,100 | $5.1M | Add +74.9% |
| IAU iShares Gold Trust | 0.70% | 61,913 | $5.0M | Add +10.2% |
| MBB iShares MBS ETF | 0.69% | 52,214 | $5.0M | Add +12.6% |
| VIG Vanguard Dividend Apprec ETF | 0.69% | 22,588 | $5.0M | Add +154.7% |
| COST Costco Wholesale Corp. | 0.68% | 5,691 | $4.9M | Add +16.9% |
| AVGO Broadcom Inc. | 0.62% | 12,910 | $4.5M | Add +58.1% |
| VCIT Vanguard Int-Term Corporate | 0.61% | 53,006 | $4.4M | Add +17.3% |
| PFF iShares Preferred & Income S | 0.61% | 143,000 | $4.4M | Add +1.1% |
| IYW iShares Ustechnology ETF | 0.55% | 19,848 | $4.0M | Reduce -9.3% |
| MTUM iShares MSCI USA Momentum Fa | 0.51% | 14,772 | $3.7M | Add +63.5% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.51% | 45,304 | $3.7M | Add +4.2% |
| META Meta Platforms Inc. Class A | 0.50% | 5,465 | $3.6M | Add +9.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.49% | 66,750 | $3.5M | Add +16.6% |
| IVLU iShares MSCI International V | 0.48% | 92,041 | $3.5M | Reduce -3.6% |
| EFG iShares MSCI Eafe Growth ETF | 0.47% | 29,831 | $3.4M | Reduce -21.5% |
| TLH iShares 10-20 Year Treasury | 0.45% | 32,218 | $3.3M | Add +3.2% |
| MAR Marriott International Class A | 0.42% | 9,840 | $3.1M | Reduce -1.3% |
| MUB iShares National Muni Bond E | 0.41% | 27,988 | $3.0M | Add +20.0% |
| SHOP Shopify Inc. Class A | 0.41% | 18,437 | $3.0M | Add +7.4% |
| DFUV Dimensional US Marketwide Va | 0.40% | 62,281 | $2.9M | Add +18.4% |
| SHLD Global X Defense Tech ETF | 0.39% | 43,748 | $2.8M | Add +18.5% |
| LLY Eli Lilly & Co. | 0.39% | 2,631 | $2.8M | Reduce -0.8% |
| NVBU Allianzim US BF15 Uncap Nov | 0.38% | 95,679 | $2.8M | Reduce -4.0% |
| DVY iShares Select Dividend ETF | 0.37% | 19,098 | $2.7M | Add +2.0% |
| JNJ Johnson & Johnson | 0.35% | 12,272 | $2.5M | Add +71.2% |
| CVX Chevron Corp. | 0.35% | 16,591 | $2.5M | Add +64.0% |
| UPS United Parcel Service Class B | 0.35% | 25,209 | $2.5M | Reduce -0.7% |
| SCHD Schwab US DVD Equity ETF | 0.34% | 90,509 | $2.5M | Reduce -9.2% |
| AXP American Express Co. | 0.34% | 6,681 | $2.5M | Add +9.0% |
| RDVY First Trust Rising Dividend | 0.34% | 35,280 | $2.5M | New |
| RBLX Roblox Corp. Class A | 0.33% | 29,280 | $2.4M | New |
| VDC Vanguard Consumer Staple ETF | 0.33% | 11,208 | $2.4M | Reduce -2.4% |
| IWB iShares Russell 1000 ETF | 0.33% | 6,332 | $2.4M | Reduce -0.0% |
| DFAS Dimensional US Small Cap ETF | 0.33% | 33,804 | $2.4M | Add +14.6% |
| XOM Exxon Mobil Corp. | 0.33% | 19,518 | $2.3M | Add +21.7% |
| PSLV Sprott Physical Silver Trust | 0.29% | 89,221 | $2.1M | Add +4.0% |
| ITA iShares U.S. Aerospace & Def | 0.29% | 9,783 | $2.1M | Add +28.7% |
| PG The Procter & Gamble Co. | 0.28% | 14,170 | $2.0M | Add +354.3% |
| WMT Walmart Inc. | 0.27% | 17,680 | $2.0M | Add +17.9% |
| WFC Wells Fargo & Co. | 0.27% | 21,111 | $2.0M | Add +22.9% |
| CSCO Cisco Systems Inc. | 0.27% | 25,304 | $1.9M | Add +91.8% |
| BNDX Vanguard Total Intl Bond ETF | 0.27% | 39,811 | $1.9M | Add +17.0% |
| GS Goldman Sachs Group Inc. | 0.26% | 2,141 | $1.9M | Add +14.1% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.25% | 39,482 | $1.8M | Reduce -2.6% |
| PJUL Innovator U.S. Equity Power | 0.25% | 38,167 | $1.8M | No change |
| SLV iShares Silver Trust | 0.24% | 27,472 | $1.8M | Reduce -4.0% |
| IEV iShares Europe ETF | 0.24% | 25,219 | $1.7M | Reduce -4.1% |
| VWO Vanguard Ftse Emerging Marke | 0.24% | 31,873 | $1.7M | Reduce -0.5% |
| CAT Caterpillar Inc. | 0.23% | 2,959 | $1.7M | New |
| V Visa Inc. Class A | 0.23% | 4,770 | $1.7M | Add +35.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.23% | 5,214 | $1.6M | Add +1.0% |
| SUSL iShares ESG MSCI USA Leaders | 0.22% | 13,388 | $1.6M | No change |
| ZNOV Invtr Equ DE PR ETF - 1 YR N | 0.22% | 59,888 | $1.6M | Reduce -6.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 5,330 | $1.6M | Add +187.0% |
| EMB iShares JP Morgan Usd Emergi | 0.22% | 16,254 | $1.6M | Add +12.3% |
| ENSG The Ensign Group Inc. | 0.21% | 8,658 | $1.5M | New |
| IAGG iShares Intl Aggregate Bond | 0.21% | 29,942 | $1.5M | Add +5.7% |
| MRK Merck & Co. Inc. | 0.20% | 13,689 | $1.4M | Add +256.9% |
| PHYS Sprott Physical Gold Trust | 0.19% | 41,725 | $1.4M | Reduce -0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 4,102 | $1.4M | Add +6.5% |
| ZJUL Innovator Edp ETF 1 YR July | 0.18% | 46,006 | $1.3M | No change |
| IGM iShares Expanded Tech Sector | 0.18% | 10,016 | $1.3M | Add +32.4% |
| AIG American International Group | 0.18% | 14,833 | $1.3M | New |
| PM Philip Morris International | 0.17% | 7,855 | $1.3M | Add +3.1% |
| VZ Verizon Communications Inc. | 0.17% | 30,813 | $1.3M | Add +54.1% |
| ITOT iShares Core S&P Total U.S. | 0.17% | 8,439 | $1.3M | Add +1.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.17% | 2,582 | $1.2M | Add +37.3% |
| ORCL Oracle Corp. | 0.17% | 6,332 | $1.2M | Add +12.5% |
Portfolio Sells Q3 2025 → Q4 2025
| QUAL iShares MSCI USA Quality Fac | Reduce -33.1% | 2.19% | −1.60 |
| IVV iShares Core S&P 500 ETF | Reduce -0.1% | 3.99% | −0.63 |
| EFV iShares MSCI Eafe Value ETF | Reduce -3.8% | 2.41% | −0.41 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -2.9% | 1.44% | −0.27 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -21.5% | 0.47% | −0.24 |
| ESGU iShares ESG Aware MSCI USA | Reduce -1.0% | 1.19% | −0.20 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.8% | 0.93% | −0.19 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.17 |
| IYW iShares Ustechnology ETF | Reduce -9.3% | 0.55% | −0.15 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -52.3% | 0.10% | −0.15 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.0% | 0.79% | −0.13 |
| SCHD Schwab US DVD Equity ETF | Reduce -9.2% | 0.34% | −0.10 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -25.8% | 0.14% | −0.08 |
| NVBU Allianzim US BF15 Uncap Nov | Reduce -4.0% | 0.38% | −0.08 |
| VDC Vanguard Consumer Staple ETF | Reduce -2.4% | 0.33% | −0.07 |
| IVLU iShares MSCI International V | Reduce -3.6% | 0.48% | −0.07 |
| XCEM Columbia Em Core Ex-China | Reduce -34.0% | 0.10% | −0.07 |
| ETR Entergy Corp. | Reduce -46.6% | 0.05% | −0.06 |
| AGGM iShares 1-10 Year U.S. Aggre | Sold out | 0.00% | −0.06 |
| STIP iShares 0-5 Year Tips Bond E | Sold out | 0.00% | −0.06 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Reduce -2.6% | 0.25% | −0.06 |
| BDX Becton Dickinson and Co. | Reduce -39.3% | 0.06% | −0.06 |
| ZNOV Invtr Equ DE PR ETF - 1 YR N | Reduce -6.3% | 0.22% | −0.06 |
| IWB iShares Russell 1000 ETF | Reduce -0.0% | 0.33% | −0.05 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.05 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.5% | 0.24% | −0.05 |
| DIS The Walt Disney Co. | Reduce -19.6% | 0.09% | −0.04 |
| IEV iShares Europe ETF | Reduce -4.1% | 0.24% | −0.04 |
| DECW Alianzim US Eq BFR20 Dec-Usd | Reduce -8.6% | 0.16% | −0.04 |
| ANET Arista Networks Inc. | Reduce -1.5% | 0.12% | −0.04 |
| CRWV Coreweave Inc. Class A | Sold out | 0.00% | −0.04 |
| APD Air Products & Chemicals Inc. | Reduce -31.2% | 0.04% | −0.04 |
| EIX Edison International | Sold out | 0.00% | −0.04 |
| OMC Omnicom Group | Reduce -29.7% | 0.05% | −0.04 |
| WPM Wheaton Precious Metals Corp. | Reduce -17.6% | 0.10% | −0.04 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.04 |
| BLK BlackRock Inc. | Reduce -1.5% | 0.12% | −0.04 |
| FETH Fidelity Ethereum Fund | Sold out | 0.00% | −0.04 |
| OCTU Allianzim US BF15 Uncap Oct | Reduce -12.9% | 0.10% | −0.04 |
| SBUX Starbucks Corp. | Reduce -22.8% | 0.06% | −0.03 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.03 |
| FBTC Fidelity Wise Origin Bitcoin | Sold out | 0.00% | −0.03 |
| P Everpure Inc. Class A | Sold out | 0.00% | −0.03 |
| DOC Healthpeak Properties Inc. | Reduce -26.7% | 0.04% | −0.03 |
| BITB Bitwise Bitcoin ETF | Sold out | 0.00% | −0.03 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.03 |
| IXN iShares Global Tech ETF | Reduce -5.3% | 0.14% | −0.03 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -20.4% | 0.08% | −0.03 |
| IFRA iShares US Infrastructure | Reduce -20.8% | 0.06% | −0.03 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -2.8% | 0.14% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| AAPL Apple Inc. | Add +23.4% | 6.32% | +0.64 |
| IVE iShares S&P 500 Value ETF | Add +50.8% | 2.63% | +0.62 |
| VIG Vanguard Dividend Apprec ETF | Add +154.7% | 0.69% | +0.37 |
| RDVY First Trust Rising Dividend | New | 0.34% | +0.34 |
| RBLX Roblox Corp. Class A | New | 0.33% | +0.33 |
| JPM JPMorgan Chase & Co. | Add +68.1% | 0.83% | +0.26 |
| MSFT Microsoft Corp. | Add +49.6% | 1.69% | +0.26 |
| CAT Caterpillar Inc. | New | 0.23% | +0.23 |
| QQQ Invesco QQQ Trust Series 1 | Add +56.6% | 0.89% | +0.23 |
| SPMO Invesco S&P 500 Momentum ETF | Add +74.9% | 0.71% | +0.22 |
| GOOG Alphabet Inc. Class C | Add +17.0% | 1.00% | +0.21 |
| ENSG The Ensign Group Inc. | New | 0.21% | +0.21 |
| PG The Procter & Gamble Co. | Add +354.3% | 0.28% | +0.20 |
| SPEM State Street SP PTF Em ETF | Add +36.5% | 1.42% | +0.19 |
| AVGO Broadcom Inc. | Add +58.1% | 0.62% | +0.18 |
| AIG American International Group | New | 0.18% | +0.18 |
| AMZN Amazon.com Inc. | Add +30.9% | 1.15% | +0.16 |
| VGT Vanguard Info Tech ETF | New | 0.16% | +0.16 |
| GOOGL Alphabet Inc. Class A | Add +4.8% | 1.29% | +0.16 |
| MRK Merck & Co. Inc. | Add +256.9% | 0.20% | +0.15 |
| VLO Valero Energy Corp. | New | 0.14% | +0.14 |
| IEMG iShares Core MSCI Emerging | Add +31.6% | 1.14% | +0.14 |
| JNJ Johnson & Johnson | Add +71.2% | 0.35% | +0.13 |
| IBM Intl Business Machines Corp. | Add +187.0% | 0.22% | +0.13 |
| MTUM iShares MSCI USA Momentum Fa | Add +63.5% | 0.51% | +0.13 |
| CSCO Cisco Systems Inc. | Add +91.8% | 0.27% | +0.12 |
| USB US Bancorp | New | 0.11% | +0.11 |
| PRK Park National Corp. | New | 0.11% | +0.11 |
| COF Capital One Financial Corp. | New | 0.10% | +0.10 |
| JEPI JPMorgan Equity Premium Inco | New | 0.10% | +0.10 |
| IJH iShares Core S&P Midcap ETF | Add +287.5% | 0.14% | +0.10 |
| CVX Chevron Corp. | Add +64.0% | 0.35% | +0.09 |
| XLF SS Financial Select Sector | New | 0.09% | +0.09 |
| XLG Invesco S&P 500 Top 50 ETF | New | 0.09% | +0.09 |
| JEPQ JPM Nasdaq Equity Premium | Add +307.8% | 0.13% | +0.09 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.08% | +0.08 |
| QCOM Qualcomm Inc. | Add +171.7% | 0.13% | +0.07 |
| PSLV Sprott Physical Silver Trust | Add +4.0% | 0.29% | +0.07 |
| SYSB iShares Systematic Bond ETF | New | 0.07% | +0.07 |
| DDFD Inno Eqt DD 15 Buff ETF Dec | New | 0.07% | +0.07 |
| RY Royal Bank of Canada | New | 0.06% | +0.06 |
| DFAC Dimensional US Core Equity 2 | New | 0.06% | +0.06 |
| IJR iShares Core S&P Small-Cap E | Add +162.3% | 0.10% | +0.06 |
| VT Vanguard Tot World STK ETF | New | 0.06% | +0.06 |
| XLI SS Industrial Select Sector | New | 0.06% | +0.06 |
| HD Home Depot Inc. | Add +107.7% | 0.17% | +0.06 |
| AMD Advanced Micro Devices | New | 0.06% | +0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.05% | +0.05 |
| AZN Astrazeneca PLC-Spons ADR | New | 0.05% | +0.05 |
| ABBV Abbvie Inc. | Add +85.2% | 0.15% | +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 |