Cypress Wealth Services, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 15, 2026), Cypress Wealth Services, LLC reported 397 stock positions worth $708.3 million. Its top holding was Apple (AAPL) at 5.9% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 4.2%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 3.9%). Compared with Q4 2025, it opened 30 new positions, sold out of 22, added to 128 and reduced 166. The biggest buy was a new position in Ish Intl CTRY Rot Act ETF (CORO) and the biggest sale iShares S&P 100 ETF (OEF, shares −65%).
- Most Recent 13F
- Q2 2026
- Location
- PALM DESERT, CA
- CIK
- 0001721527
- Portfolio Value
- $708.3M (Q1 2026)
- SEC Filing
- 0001721527-26-000003 ↗ filed Apr 15, 2026
Holdings Value
Holdings 397 stocks · $708.3M
| AAPL Apple Inc. | 5.90% | 164,551 | $41.8M | Reduce -2.1% |
| IVV iShares Core S&P 500 ETF | 4.23% | 45,887 | $30.0M | Add +9.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.87% | 357,735 | $27.4M | Reduce -2.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 3.36% | 409,616 | $23.8M | Reduce -2.2% |
| IVE iShares S&P 500 Value ETF | 2.40% | 80,372 | $17.0M | Reduce -10.4% |
| IVW iShares S&P 500 Growth ETF | 2.30% | 144,091 | $16.3M | Add +1.9% |
| QUAL iShares MSCI USA Quality Fac | 2.13% | 78,789 | $15.1M | Reduce -1.1% |
| EFV iShares MSCI Eafe Value ETF | 2.09% | 199,039 | $14.8M | Reduce -18.4% |
| SCHZ Schwab US Aggregate Bond ETF | 1.93% | 589,043 | $13.7M | Add +7.2% |
| CORO Ish Intl CTRY Rot Act ETF | 1.73% | 380,900 | $12.2M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.56% | 16,961 | $11.0M | Reduce -5.0% |
| MSFT Microsoft Corp. | 1.34% | 25,692 | $9.5M | Add +1.4% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.25% | 24,079 | $8.8M | Reduce -4.2% |
| VOO Vanguard S&P 500 ETF | 1.25% | 14,784 | $8.8M | Add +8.6% |
| THRO iShares U.S. Thematic Rotati | 1.25% | 243,871 | $8.8M | Add +9.7% |
| BAI Ishrs AI in and Tech Act ETF | 1.24% | 267,145 | $8.8M | Add +7.3% |
| NVDA Nvidia Corp. | 1.21% | 48,952 | $8.5M | Reduce -3.2% |
| GOOGL Alphabet Inc. Class A | 1.18% | 29,055 | $8.4M | Reduce -2.5% |
| ESGU iShares ESG Aware MSCI USA | 1.13% | 56,353 | $8.0M | Reduce -2.7% |
| IEMG iShares Core MSCI Emerging | 1.09% | 110,616 | $7.7M | Reduce -9.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.09% | 166,786 | $7.7M | Add +10.6% |
| AMZN Amazon.com Inc. | 1.03% | 35,151 | $7.3M | Reduce -2.3% |
| OEF iShares S&P 100 ETF | 0.97% | 21,509 | $6.8M | Reduce -65.2% |
| VYM Vanguard High DVD Yield ETF | 0.95% | 45,221 | $6.7M | Reduce -1.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.92% | 22,607 | $6.5M | Reduce -2.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.91% | 58,082 | $6.5M | Add +94.7% |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.91% | 157,224 | $6.5M | New |
| VEA Vanguard Ftse Developed ETF | 0.91% | 100,517 | $6.4M | Reduce -1.7% |
| SPEM State Street SP PTF Em ETF | 0.91% | 136,927 | $6.4M | Reduce -37.4% |
| GOOG Alphabet Inc. Class C | 0.88% | 21,829 | $6.3M | Reduce -4.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.84% | 10,300 | $5.9M | Reduce -1.9% |
| TSLA Tesla Inc. | 0.82% | 15,613 | $5.8M | Add +1.1% |
| COST Costco Wholesale Corp. | 0.81% | 5,770 | $5.7M | Add +1.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.81% | 21,797 | $5.7M | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.77% | 11,308 | $5.4M | Reduce -3.8% |
| JPM JPMorgan Chase & Co. | 0.76% | 18,374 | $5.4M | Reduce -1.7% |
| MBB iShares MBS ETF | 0.76% | 56,843 | $5.4M | Add +8.9% |
| SPMO Invesco S&P 500 Momentum ETF | 0.73% | 46,418 | $5.2M | Add +7.7% |
| GOVT iShares US Treasury Bond ETF | 0.73% | 227,028 | $5.2M | Add +766.4% |
| VIG Vanguard Dividend Apprec ETF | 0.68% | 22,428 | $4.8M | Reduce -0.7% |
| VCIT Vanguard Int-Term Corporate | 0.65% | 55,291 | $4.6M | Add +4.3% |
| PFF iShares Preferred & Income S | 0.60% | 141,280 | $4.3M | Reduce -1.2% |
| SHLD Global X Defense Tech ETF | 0.59% | 58,703 | $4.2M | Add +34.2% |
| AVGO Broadcom Inc. | 0.56% | 12,795 | $4.0M | Reduce -0.9% |
| MTUM iShares MSCI USA Momentum Fa | 0.52% | 15,294 | $3.7M | Add +3.5% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.50% | 44,503 | $3.5M | Reduce -1.8% |
| IVLU iShares MSCI International V | 0.50% | 89,090 | $3.5M | Reduce -3.2% |
| CVX Chevron Corp. | 0.48% | 16,415 | $3.4M | Reduce -1.1% |
| IYW iShares Ustechnology ETF | 0.47% | 18,460 | $3.3M | Reduce -7.0% |
| XOM Exxon Mobil Corp. | 0.47% | 19,516 | $3.3M | Reduce -0.0% |
| TLH iShares 10-20 Year Treasury | 0.47% | 32,795 | $3.3M | Add +1.8% |
| MAR Marriott International Class A | 0.45% | 9,782 | $3.2M | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 0.44% | 5,442 | $3.1M | Reduce -0.4% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.43% | 59,081 | $3.1M | Reduce -11.5% |
| MUB iShares National Muni Bond E | 0.43% | 28,826 | $3.1M | Add +3.0% |
| IAU iShares Gold Trust | 0.42% | 34,083 | $3.0M | Reduce -45.0% |
| JNJ Johnson & Johnson | 0.42% | 12,090 | $3.0M | Reduce -1.5% |
| DVY iShares Select Dividend ETF | 0.40% | 18,724 | $2.8M | Reduce -2.0% |
| DFUV Dimensional US Marketwide Va | 0.40% | 58,343 | $2.8M | Reduce -6.3% |
| NVBU Allianzim US BF15 Uncap Nov | 0.38% | 95,679 | $2.7M | No change |
| SCHD Schwab US DVD Equity ETF | 0.38% | 87,192 | $2.7M | Reduce -3.7% |
| IDEF Ishars Def Ind TC Ac ETF-Ui | 0.37% | 80,921 | $2.6M | New |
| UPS United Parcel Service Class B | 0.36% | 26,276 | $2.6M | Add +4.2% |
| VDC Vanguard Consumer Staple ETF | 0.35% | 10,950 | $2.5M | Reduce -2.3% |
| RDVY First Trust Rising Dividend | 0.34% | 35,532 | $2.4M | Add +0.7% |
| BNDX Vanguard Total Intl Bond ETF | 0.31% | 46,274 | $2.2M | Add +16.2% |
| LLY Eli Lilly & Co. | 0.31% | 2,416 | $2.2M | Reduce -8.2% |
| PSLV Sprott Physical Silver Trust | 0.31% | 90,740 | $2.2M | Add +1.7% |
| CAT Caterpillar Inc. | 0.31% | 3,066 | $2.2M | Add +3.6% |
| SHOP Shopify Inc. Class A | 0.30% | 18,057 | $2.1M | Reduce -2.1% |
| DFAS Dimensional US Small Cap ETF | 0.30% | 30,103 | $2.1M | Reduce -10.9% |
| BE Bloom Energy Corp. Class A | 0.30% | 15,707 | $2.1M | Add +24.0% |
| WMT Walmart Inc. | 0.29% | 16,744 | $2.1M | Reduce -5.3% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.28% | 43,451 | $2.0M | Add +10.1% |
| AXP American Express Co. | 0.28% | 6,499 | $2.0M | Reduce -2.7% |
| IWB iShares Russell 1000 ETF | 0.27% | 5,364 | $1.9M | Reduce -15.3% |
| CSCO Cisco Systems Inc. | 0.27% | 24,317 | $1.9M | Reduce -3.9% |
| SLV iShares Silver Trust | 0.26% | 27,312 | $1.9M | Reduce -0.6% |
| GS Goldman Sachs Group Inc. | 0.26% | 2,154 | $1.8M | Add +0.6% |
| PJUL Innovator U.S. Equity Power | 0.25% | 38,167 | $1.8M | No change |
| PG The Procter & Gamble Co. | 0.25% | 12,125 | $1.8M | Reduce -14.4% |
| IAGG iShares Intl Aggregate Bond | 0.25% | 34,856 | $1.7M | Add +16.4% |
| ENSG The Ensign Group Inc. | 0.24% | 8,458 | $1.7M | Reduce -2.3% |
| WFC Wells Fargo & Co. | 0.24% | 21,033 | $1.7M | Reduce -0.4% |
| MRK Merck & Co. Inc. | 0.24% | 13,894 | $1.7M | Add +1.5% |
| IEV iShares Europe ETF | 0.24% | 24,547 | $1.7M | Reduce -2.7% |
| RBLX Roblox Corp. Class A | 0.23% | 29,331 | $1.7M | Add +0.2% |
| VWO Vanguard Ftse Emerging Marke | 0.23% | 30,027 | $1.6M | Reduce -5.8% |
| PHYS Sprott Physical Gold Trust | 0.22% | 44,931 | $1.6M | Add +7.7% |
| ZNOV Invtr Equ DE PR ETF - 1 YR N | 0.22% | 59,888 | $1.6M | No change |
| V Visa Inc. Class A | 0.22% | 5,127 | $1.5M | Add +7.5% |
| SUSL iShares ESG MSCI USA Leaders | 0.22% | 13,525 | $1.5M | Add +1.0% |
| VLO Valero Energy Corp. | 0.21% | 5,880 | $1.5M | Reduce -8.0% |
| VZ Verizon Communications Inc. | 0.20% | 28,800 | $1.4M | Reduce -6.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 5,449 | $1.3M | Add +2.2% |
| PM Philip Morris International | 0.18% | 7,806 | $1.3M | Reduce -0.6% |
| MUC BlackRock Munihold Ca QLTY | 0.18% | 120,939 | $1.3M | Add +93.7% |
| YJUN FT Vest Int Eq Modt ETF-June | 0.17% | 47,519 | $1.2M | No change |
| SDOG Alps Sector Dividend Dogs | 0.17% | 18,728 | $1.2M | Add +0.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.17% | 2,583 | $1.2M | Add +0.0% |
Portfolio Sells Q4 2025 → Q1 2026
| OEF iShares S&P 100 ETF | Reduce -65.2% | 0.97% | −1.97 |
| SPEM State Street SP PTF Em ETF | Reduce -37.4% | 0.91% | −0.51 |
| AAPL Apple Inc. | Reduce -2.1% | 5.90% | −0.43 |
| EFV iShares MSCI Eafe Value ETF | Reduce -18.4% | 2.09% | −0.32 |
| IAU iShares Gold Trust | Reduce -45.0% | 0.42% | −0.27 |
| IVE iShares S&P 500 Value ETF | Reduce -10.4% | 2.40% | −0.24 |
| ITA iShares U.S. Aerospace & Def | Reduce -80.9% | 0.06% | −0.23 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.6% | 3.87% | −0.21 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -4.2% | 1.25% | −0.19 |
| EMB iShares JP Morgan Usd Emergi | Reduce -80.0% | 0.04% | −0.17 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -2.2% | 3.36% | −0.16 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.0% | 1.56% | −0.13 |
| AMZN Amazon.com Inc. | Reduce -2.3% | 1.03% | −0.12 |
| GOOG Alphabet Inc. Class C | Reduce -4.8% | 0.88% | −0.11 |
| GOOGL Alphabet Inc. Class A | Reduce -2.5% | 1.18% | −0.11 |
| SHOP Shopify Inc. Class A | Reduce -2.1% | 0.30% | −0.11 |
| NVDA Nvidia Corp. | Reduce -3.2% | 1.21% | −0.10 |
| IAUG Innov in DVLP PWRB ETF - Aug | Sold out | 0.00% | −0.09 |
| XBFZX BlackRock Ca Muni Inc. TR | Sold out | 0.00% | −0.08 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -33.3% | 0.15% | −0.08 |
| LLY Eli Lilly & Co. | Reduce -8.2% | 0.31% | −0.08 |
| IYW iShares Ustechnology ETF | Reduce -7.0% | 0.47% | −0.08 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -37.1% | 0.12% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -1.7% | 0.76% | −0.07 |
| ESGU iShares ESG Aware MSCI USA | Reduce -2.7% | 1.13% | −0.07 |
| AXP American Express Co. | Reduce -2.7% | 0.28% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -0.4% | 0.44% | −0.06 |
| AVGO Broadcom Inc. | Reduce -0.9% | 0.56% | −0.06 |
| DFAC Dimensional US Core Equity 2 | Sold out | 0.00% | −0.06 |
| IWB iShares Russell 1000 ETF | Reduce -15.3% | 0.27% | −0.06 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.1% | 2.13% | −0.06 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -11.5% | 0.43% | −0.05 |
| AMGN Amgen Inc. | Reduce -38.6% | 0.11% | −0.05 |
| IEMG iShares Core MSCI Emerging | Reduce -9.9% | 1.09% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.9% | 0.84% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.8% | 0.77% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -22.7% | 0.08% | −0.05 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.05 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.05 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -39.3% | 0.04% | −0.04 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.04 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.04 |
| WFC Wells Fargo & Co. | Reduce -0.4% | 0.24% | −0.04 |
| FFEB FT Vest US Equity Buffer ETF | Sold out | 0.00% | −0.04 |
| USB US Bancorp | Reduce -30.8% | 0.08% | −0.04 |
| BKNG Booking Holdings Inc. | Reduce -13.0% | 0.08% | −0.03 |
| CHKP Check Point Software Tech | Sold out | 0.00% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -14.4% | 0.25% | −0.03 |
| ZJUL Innovator Edp ETF 1 YR July | Reduce -19.7% | 0.15% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| CORO Ish Intl CTRY Rot Act ETF | New | 1.73% | +1.73 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 0.91% | +0.91 |
| GOVT iShares US Treasury Bond ETF | Add +766.4% | 0.73% | +0.65 |
| EFG iShares MSCI Eafe Growth ETF | Add +94.7% | 0.91% | +0.44 |
| IDEF Ishars Def Ind TC Ac ETF-Ui | New | 0.37% | +0.37 |
| IVV iShares Core S&P 500 ETF | Add +9.0% | 4.23% | +0.24 |
| SHLD Global X Defense Tech ETF | Add +34.2% | 0.59% | +0.19 |
| SCHZ Schwab US Aggregate Bond ETF | Add +7.2% | 1.93% | +0.15 |
| BE Bloom Energy Corp. Class A | Add +24.0% | 0.30% | +0.15 |
| COST Costco Wholesale Corp. | Add +1.4% | 0.81% | +0.13 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +10.6% | 1.09% | +0.12 |
| VTIP Vanguard Short-Term Tips | New | 0.11% | +0.11 |
| BSCU Invesco Bulletshares 2030 CB | New | 0.11% | +0.11 |
| IJAN Innovator International Deve | New | 0.11% | +0.11 |
| LMUB iShares LT National Muni BD | New | 0.10% | +0.10 |
| BAI Ishrs AI in and Tech Act ETF | Add +7.3% | 1.24% | +0.10 |
| ZJAN Innovator Edp ETF - 1Y Jan | New | 0.09% | +0.09 |
| MUC BlackRock Munihold Ca QLTY | Add +93.7% | 0.18% | +0.09 |
| USFR Wisdomtree Floating Rate Tre | New | 0.08% | +0.08 |
| ELV Elevance Health Inc. | New | 0.08% | +0.08 |
| AMLP Alerian MLP ETF | Add +155.9% | 0.12% | +0.08 |
| MBB iShares MBS ETF | Add +8.9% | 0.76% | +0.07 |
| CAT Caterpillar Inc. | Add +3.6% | 0.31% | +0.07 |
| VOO Vanguard S&P 500 ETF | Add +8.6% | 1.25% | +0.07 |
| THRO iShares U.S. Thematic Rotati | Add +9.7% | 1.25% | +0.06 |
| SGOV iShares 0-3 Month Treasury B | New | 0.05% | +0.05 |
| PJAN Innovator U.S. Equity Power | New | 0.05% | +0.05 |
| BNDX Vanguard Total Intl Bond ETF | Add +16.2% | 0.31% | +0.05 |
| LNG Cheniere Energy Inc. | Add +0.7% | 0.14% | +0.04 |
| EIX Edison International | New | 0.04% | +0.04 |
| COP Conocophillips | Add +22.8% | 0.10% | +0.04 |
| IAGG iShares Intl Aggregate Bond | Add +16.4% | 0.25% | +0.04 |
| VDE Vanguard Energy ETF | Add +0.4% | 0.13% | +0.04 |
| MRK Merck & Co. Inc. | Add +1.5% | 0.24% | +0.04 |
| PHYS Sprott Physical Gold Trust | Add +7.7% | 0.22% | +0.03 |
| BSMT Invesco Bulletshares 2029 MB | New | 0.03% | +0.03 |
| POCT Innovator U.S. Equity Power | New | 0.03% | +0.03 |
| BMAR Innovator U.S. Equity Buffer | New | 0.03% | +0.03 |
| FLNG Flex LNG Ltd. | New | 0.03% | +0.03 |
| PSX Phillips 66 | New | 0.03% | +0.03 |
| MRVL Marvell Technology Inc. | New | 0.03% | +0.03 |
| VCIT Vanguard Int-Term Corporate | Add +4.3% | 0.65% | +0.03 |
| EPD Enterprise Products Partners | New | 0.03% | +0.03 |
| SCHE Schwab Emrg Mrkts Eqty ETF | New | 0.03% | +0.03 |
| UNP Union Pacific Corp. | New | 0.03% | +0.03 |
| AR Antero Resources Corp. | New | 0.03% | +0.03 |
| APD Air Products & Chemicals Inc. | Add +41.3% | 0.07% | +0.03 |
| ICE Intercontinental Exchange Inc. | New | 0.03% | +0.03 |
| CSX CSX Corp. | New | 0.03% | +0.03 |
| DELL Dell Technologies -C | 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 |