Funds › Cypress Wealth Services, LLC
Cypress Wealth Services, LLC
13F for Q3 2026, filed Oct 21, 2026. 421 positions worth $847.6M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 21, 2026
Reported value
$847.6M
+$32.6M (4.0%) vs Q2 2026
Positions
421
422 in Q2 2026
Top 10 share
33.9%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 162,786 | $54.3M | 6.4% | +0.1% | 13F ↗ |
| 2 | Spdr Series Trust St Str P500ETF | 588,972 | $54.0M | 6.4% | +10.0% | 13F ↗ |
| 3 | iShares Tr Core S&P500 Etf | 61,841 | $48.4M | 5.7% | +3.1% | 13F ↗ |
| 4 | BlackRock ETF Trust Ishares Us Equit | 381,713 | $26.9M | 3.2% | -11.3% | 13F ↗ |
| 5 | BlackRock ETF Trust Isha In Ctry Etf | 607,504 | $22.3M | 2.6% | +19.1% | 13F ↗ |
| 6 | iShares Tr S&P 500 Grwt Etf | 150,502 | $22.0M | 2.6% | +1.8% | 13F ↗ |
| 7 | Schwab Strategic Tr Us Aggregate B | 773,764 | $17.0M | 2.0% | +17.4% | 13F ↗ |
| 8 | iShares Tr S&P 500 Val Etf | 66,655 | $15.4M | 1.8% | +0.1% | 13F ↗ |
| 9 | MSFT Microsoft Corporation | 25,794 | $13.7M | 1.6% | +0.8% | 13F ↗ |
| 10 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 17,443 | $13.6M | 1.6% | -1.2% | 13F ↗ |
| 11 | NVDA NVIDIA Corporation | 49,653 | $11.9M | 1.4% | +1.4% | 13F ↗ |
| 12 | BlackRock ETF Trust Isha La Core Etf | 234,584 | $11.8M | 1.4% | +39.7% | 13F ↗ |
| 13 | iShares Tr Core Univrsl Usd | 265,040 | $11.7M | 1.4% | +24.7% | 13F ↗ |
| 14 | Vanguard World Fd Mrngstr Mega Cap | 116,444 | $11.1M | 1.3% | -1.1% | 13F ↗ |
| 15 | Vanguard Index Fds S&P 500 Etf Shs | 14,711 | $10.5M | 1.2% | -0.6% | 13F ↗ |
| 16 | BlackRock ETF Trust Isha I In Te Etf | 209,448 | $10.4M | 1.2% | -6.1% | 13F ↗ |
| 17 | GOOGL Alphabet Inc. Class A | 27,835 | $9.7M | 1.1% | +0.9% | 13F ↗ |
| 18 | iShares Tr Esg Awr Msci Usa | 56,045 | $9.6M | 1.1% | Unchanged | 13F ↗ |
| 19 | iShares Tr Core Msci Eafe | 93,417 | $9.1M | 1.1% | +986% | 13F ↗ |
| 20 | iShares Tr S&P 100 Etf | 23,057 | $9.0M | 1.1% | -0.2% | 13F ↗ |
| 21 | AMZN Amazon.com, Inc. | 34,897 | $8.9M | 1.1% | +1.6% | 13F ↗ |
| 22 | iShares Tr Msci Usa Qlt Fct | 38,468 | $8.7M | 1.0% | -0.8% | 13F ↗ |
| 23 | Vanguard Tax-Managed Fds | 114,561 | $8.1M | 1.0% | +0.4% | 13F ↗ |
| 24 | Invesco Qqq Tr | 10,565 | $8.0M | 0.9% | +0.1% | 13F ↗ |
| 25 | BlackRock ETF Trust Isha Us Them Etf | 176,831 | $7.9M | 0.9% | +1.5% | 13F ↗ |
| 26 | GOOG Alphabet Inc. Class C | 22,299 | $7.7M | 0.9% | +2.5% | 13F ↗ |
| 27 | Vanguard Index Fds Mrngstr Mid Cap | 89,245 | $7.2M | 0.9% | -0.5% | 13F ↗ |
| 28 | Vanguard Whitehall Fds High Div Yld | 45,567 | $7.2M | 0.9% | +1.8% | 13F ↗ |
| 29 | iShares Tr Eafe Grwth Etf | 57,845 | $7.0M | 0.8% | -32.1% | 13F ↗ |
| 30 | iShares Tr Eafe Value Etf | 85,785 | $6.8M | 0.8% | -1.6% | 13F ↗ |
| 31 | Vanguard Index Fds Mrngstr Sml Cap | 21,762 | $6.3M | 0.7% | -0.3% | 13F ↗ |
| 32 | TSLA Tesla, Inc. | 16,488 | $6.3M | 0.7% | +3.0% | 13F ↗ |
| 33 | JPM JPMorgan Chase & Co. | 18,129 | $6.0M | 0.7% | +0.1% | 13F ↗ |
| 34 | iShares Tr Us Treas Bd Etf | 268,278 | $5.9M | 0.7% | +10.1% | 13F ↗ |
| 35 | BRK-B Berkshire Hathaway Inc. Class B | 11,244 | $5.7M | 0.7% | +2.4% | 13F ↗ |
| 36 | Spdr Index Shs Fds St Port Mark Etf | 101,983 | $5.4M | 0.6% | +0.7% | 13F ↗ |
| 37 | COST Costco Wholesale Corporation | 5,691 | $5.3M | 0.6% | -0.6% | 13F ↗ |
| 38 | Vanguard Specialized Funds Div App Etf | 21,911 | $5.2M | 0.6% | +2.0% | 13F ↗ |
| 39 | iShares Tr U.S. Tech Etf | 18,559 | $5.1M | 0.6% | +0.8% | 13F ↗ |
| 40 | AVGO Broadcom Inc. | 13,390 | $5.0M | 0.6% | +3.1% | 13F ↗ |
| 41 | BE Bloom Energy Corporation | 16,681 | $4.9M | 0.6% | +0.8% | 13F ↗ |
| 42 | BlackRock ETF Trust Isha Syst Al Etf | 161,572 | $4.9M | 0.6% | +1.8% | 13F ↗ |
| 43 | iShares Tr Msci Acwi Ex Us | 59,991 | $4.6M | 0.5% | New | 13F ↗ |
| 44 | iShares Inc Core Msci Emkt | 55,006 | $4.5M | 0.5% | -33.3% | 13F ↗ |
| 45 | Vanguard Scottsdale Fds INT-TERM Corp | 56,089 | $4.4M | 0.5% | -0.2% | 13F ↗ |
| 46 | META Meta Platforms, Inc. | 5,653 | $4.2M | 0.5% | +1.9% | 13F ↗ |
| 47 | iShares Tr Pfd And Incm Sec | 138,051 | $4.1M | 0.5% | -1.7% | 13F ↗ |
| 48 | Global X Fds Defense Tech Etf | 67,119 | $4.0M | 0.5% | -5.2% | 13F ↗ |
| 49 | iShares Tr Msci Intl Vlu Ft | 83,491 | $3.5M | 0.4% | -2.5% | 13F ↗ |
| 50 | MAR Marriott International | 9,777 | $3.5M | 0.4% | Unchanged | 13F ↗ |
Showing the top 50 of 421 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
16 new, 167 added to, 152 trimmed, 17 exited, 86 unchanged. By estimated dollars.
New positions (16)
| iShares Tr Msci Acwi Ex Us | 59,991 | New | $4.6M |
| XOM ExxonMobil Holdings Corporation | 18,603 | New | $3.1M |
| Innovator Etfs Trust Emrgng Mkt July | 41,202 | New | $1.3M |
| First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 | 40,463 | New | $1.1M |
| Innovator Etfs Trust Us Eqty Pwr Buf | 9,393 | New | $445.2K |
| P Everpure, Inc. | 2,404 | New | $353.9K |
| BlackRock ETF Trust II Ishar Backe Etf | 6,450 | New | $301.8K |
| Innovator Etfs Trust Intl Developed | 8,849 | New | $268.0K |
| iShares Tr Esg Eafe Etf | 3,014 | New | $257.5K |
| ETHW Bitwise Ethereum ETF · Etf | 12,734 | New | $245.1K |
Added to (167)
| iShares Tr Core Msci Eafe | 93,417 | +986% | $8.2M |
| Spdr Series Trust St Str P500ETF | 588,972 | +10.0% | $4.9M |
| BlackRock ETF Trust Isha In Ctry Etf | 607,504 | +19.1% | $3.6M |
| BlackRock ETF Trust Isha La Core Etf | 234,584 | +39.7% | $3.4M |
| Schwab Strategic Tr Us Aggregate B | 773,764 | +17.4% | $2.5M |
| iShares Tr Core Univrsl Usd | 265,040 | +24.7% | $2.3M |
| iShares Tr Core S&P500 Etf | 61,841 | +3.1% | $1.4M |
| SPCX Space Exploration Technologies Corp. | 6,999 | +202% | $804.4K |
| Dimensional ETF Trust Us Equi Mark Etf | 16,317 | +89.7% | $655.5K |
| Innovator Etfs Trust Equity Define 28 | 30,730 | +171% | $589.2K |
Trimmed (152)
| iShares Tr Mbs Etf | 8,743 | -85.8% | -$4.7M |
| Invesco Exch Traded Fd Tr II S&P 500 Momntm | 6,005 | -83.3% | -$4.6M |
| iShares Tr Msci Usa Mmentm | 1,668 | -86.7% | -$3.5M |
| BlackRock ETF Trust Ishares Us Equit | 381,713 | -11.3% | -$3.4M |
| iShares Tr Eafe Grwth Etf | 57,845 | -32.1% | -$3.3M |
| iShares Inc Core Msci Emkt | 55,006 | -33.3% | -$2.3M |
| Aim ETF Products Trust Fund | 30,516 | -64.8% | -$1.8M |
| iShares Tr 0-3 Mth Treasury | 5,083 | -58.8% | -$729.1K |
| BlackRock ETF Trust Isha I In Te Etf | 209,448 | -6.1% | -$678.5K |
| iShares Tr Long Term Muni | 11,724 | -36.0% | -$306.2K |
Exited (17)
| Exxon Mobil Corp | 18,911 | Exited | -$2.6M |
| Innovator Etfs Trust Etf | 59,888 | Exited | -$1.6M |
| Spdr Series Trust St Str Sp Aero | 1,567 | Exited | -$444.7K |
| iShares Tr Gnma Bond Etf | 9,411 | Exited | -$416.2K |
| American Centy ETF Tr Intl Eqt Etf | 3,881 | Exited | -$346.2K |
| Ea Series Trust Strive 500 Etf | 6,527 | Exited | -$315.3K |
| LII Lennox International, Inc. · Common Stocks | 530 | Exited | -$303.7K |
| KLAC KLA Corporation | 944 | Exited | -$284.7K |
| HONA Honeywell Aerospace Inc. | 1,253 | Exited | -$277.0K |
| Vanguard Malvern Fds Strm Infproidx | 5,122 | Exited | -$257.3K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 21, 2026 | 13F-HR | 434 | $847.6M | Current | SEC ↗ |
| Q2 2026 | Jul 13, 2026 | 13F-HR | 436 | $814.9M | Current | SEC ↗ |
| Q1 2026 | Apr 15, 2026 | 13F-HR | 397 | $708.3M | Current | SEC ↗ |
| Q4 2025 | Jan 14, 2026 | 13F-HR | 389 | $722.7M | Current | SEC ↗ |
| Q3 2025 | Oct 15, 2025 | 13F-HR | 346 | $610.6M | Current | SEC ↗ |
| Q2 2025 | Jul 28, 2025 | 13F-HR | 318 | $558.6M | Current | SEC ↗ |
| Q1 2025 | Apr 10, 2025 | 13F-HR | 284 | $493.0M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer