Holders — by stockHoldings — by fund
Cypress Wealth Services, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1721527
$814.9M
disclosed book value
422
positions
5.8%
largest position share
Positions, as of 2026-06-30
top 100 of 422 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 535,606 | $47.1M | 5.8% |
| 2 | AAPLAPPLE INC | 162,581 | $47.0M | 5.8% |
| 3 | IVVISHARES TR | 59,992 | $44.9M | 5.5% |
| 4 | DYNFBLACKROCK ETF TRUST | 430,577 | $29.3M | 3.6% |
| 5 | IVWISHARES TR | 147,840 | $20.3M | 2.5% |
| 6 | COROBLACKROCK ETF TRUST | 510,139 | $18.7M | 2.3% |
| 7 | SCHZSCHWAB STRATEGIC TR | 659,249 | $15.2M | 1.9% |
| 8 | IVEISHARES TR | 66,607 | $15.1M | 1.9% |
| 9 | SPYSTATE STR SPDR S&P 500 ETF T | 17,649 | $13.2M | 1.6% |
| 10 | BAIBLACKROCK ETF TRUST | 223,091 | $11.8M | 1.4% |
| 11 | EFGISHARES TR | 85,176 | $10.6M | 1.3% |
| 12 | MGKVANGUARD WORLD FD | 117,719 | $10.3M | 1.3% |
| 13 | VOOVANGUARD INDEX FDS | 14,794 | $10.2M | 1.2% |
| 14 | GOOGLALPHABET INC | 27,595 | $9.9M | 1.2% |
| 15 | IUSBISHARES TR | 212,533 | $9.8M | 1.2% |
| 16 | NVDANVIDIA CORPORATION | 48,975 | $9.8M | 1.2% |
| 17 | MSFTMICROSOFT CORP | 25,579 | $9.5M | 1.2% |
| 18 | ESGUISHARES TR | 56,035 | $9.2M | 1.1% |
| 19 | QUALISHARES TR | 38,773 | $8.5M | 1% |
| 20 | BLCRBLACKROCK ETF TRUST | 167,959 | $8.5M | 1% |
| 21 | OEFISHARES TR | 23,100 | $8.5M | 1% |
| 22 | AMZNAMAZON COM INC | 34,351 | $8.2M | 1% |
| 23 | VEAVANGUARD TAX-MANAGED FDS | 114,099 | $8.1M | 1% |
| 24 | QQQINVESCO QQQ TR | 10,553 | $7.8M | 1% |
| 25 | GOOGALPHABET INC | 21,751 | $7.7M | 0.9% |
| 26 | THROBLACKROCK ETF TRUST | 174,175 | $7.5M | 0.9% |
| 27 | VOVANGUARD INDEX FDS | 89,687 | $7.2M | 0.9% |
| 28 | VYMVANGUARD WHITEHALL FDS | 44,777 | $7.1M | 0.9% |
| 29 | IEMGISHARES INC | 82,503 | $6.8M | 0.8% |
| 30 | TSLATESLA INC | 16,005 | $6.7M | 0.8% |
| 31 | EFVISHARES TR | 87,184 | $6.7M | 0.8% |
| 32 | VBVANGUARD INDEX FDS | 21,838 | $6.6M | 0.8% |
| 33 | JPMJPMORGAN CHASE & CO | 18,115 | $5.9M | 0.7% |
| 34 | SPMOINVESCO EXCH TRADED FD TR II | 36,043 | $5.8M | 0.7% |
| 35 | MBBISHARES TR | 61,414 | $5.8M | 0.7% |
| 36 | GOVTISHARES TR | 243,728 | $5.6M | 0.7% |
| 37 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,983 | $5.5M | 0.7% |
| 38 | COSTCOSTCO WHOLESALE CORPORATION | 5,723 | $5.4M | 0.7% |
| 39 | SPEMSPDR INDEX SHS FDS | 101,303 | $5.2M | 0.6% |
| 40 | VIGVANGUARD SPECIALIZED FUNDS | 21,472 | $5.1M | 0.6% |
| 41 | BEBLOOM ENERGY CORP | 16,544 | $5.0M | 0.6% |
| 42 | AVGOBROADCOM INC | 12,989 | $4.9M | 0.6% |
| 43 | VCITVANGUARD SCOTTSDALE FDS | 56,220 | $4.6M | 0.6% |
| 44 | IYWISHARES TR | 18,410 | $4.6M | 0.6% |
| 45 | BLACKROCK ETF TRUST | 158,734 | $4.5M | 0.5% |
| 46 | MTUMISHARES TR | 12,532 | $4.3M | 0.5% |
| 47 | PFFISHARES TR | 140,409 | $4.3M | 0.5% |
| 48 | SHLDGLOBAL X FDS | 70,822 | $4.2M | 0.5% |
| 49 | MARMARRIOTT INTL INC NEW | 9,774 | $3.6M | 0.4% |
| 50 | IVLUISHARES TR | 85,628 | $3.6M | 0.4% |
| 51 | HYGISHARES TR | 44,762 | $3.6M | 0.4% |
| 52 | CATCATERPILLAR INC | 3,033 | $3.2M | 0.4% |
| 53 | METAMETA PLATFORMS INC | 5,548 | $3.1M | 0.4% |
| 54 | DFUVDIMENSIONAL ETF TRUST | 55,990 | $3.1M | 0.4% |
| 55 | IDEFBLACKROCK ETF TRUST | 95,826 | $3.0M | 0.4% |
| 56 | MUBISHARES TR | 27,085 | $2.9M | 0.4% |
| 57 | DVYISHARES TR | 18,526 | $2.9M | 0.4% |
| 58 | LLYELI LILLY & CO | 2,396 | $2.9M | 0.4% |
| 59 | CSCOCISCO SYS INC | 24,296 | $2.9M | 0.4% |
| 60 | MUMICRON TECHNOLOGY INC | 2,434 | $2.8M | 0.3% |
| 61 | UPSUNITED PARCEL SVCS INC | 26,106 | $2.8M | 0.3% |
| 62 | SCHDSCHWAB STRATEGIC TR | 86,541 | $2.7M | 0.3% |
| 63 | JNJJOHNSON & JOHNSON | 10,579 | $2.7M | 0.3% |
| 64 | AIM ETF PRODUCTS TRUST | 86,684 | $2.7M | 0.3% |
| 65 | CVXCHEVRON CORPORATION | 16,117 | $2.7M | 0.3% |
| 66 | IAUISHARES GOLD TR | 34,847 | $2.6M | 0.3% |
| 67 | TLHISHARES TR | 25,980 | $2.6M | 0.3% |
| 68 | EXMOCEXXON MOBIL CORP | 18,911 | $2.6M | 0.3% |
| 69 | RDVYFIRST TR EXCHANGE TRADED FD | 30,792 | $2.5M | 0.3% |
| 70 | DFASDIMENSIONAL ETF TRUST | 30,130 | $2.5M | 0.3% |
| 71 | VDCVANGUARD WORLD FD | 10,835 | $2.4M | 0.3% |
| 72 | BNDXVANGUARD CHARLOTTE FDS | 48,764 | $2.4M | 0.3% |
| 73 | XTENBONDBLOXX ETF TRUST | 49,229 | $2.2M | 0.3% |
| 74 | AXPAMERICAN EXPRESS CO | 6,507 | $2.2M | 0.3% |
| 75 | GSGOLDMAN SACHS GROUP INC | 2,149 | $2.2M | 0.3% |
| 76 | VWOVANGUARD INTL EQUITY INDEX F | 34,427 | $2.1M | 0.3% |
| 77 | IWBISHARES TR | 4,911 | $2.0M | 0.2% |
| 78 | SHOPSHOPIFY INC | 17,217 | $2.0M | 0.2% |
| 79 | WMTWALMART INC | 17,284 | $2.0M | 0.2% |
| 80 | BINCBLACKROCK ETF TRUST II | 34,859 | $1.8M | 0.2% |
| 81 | MRKMERCK & CO INC | 13,738 | $1.8M | 0.2% |
| 82 | SUSLISHARES TR | 13,229 | $1.8M | 0.2% |
| 83 | VVISA INC | 5,034 | $1.7M | 0.2% |
| 84 | IEVISHARES TR | 23,567 | $1.7M | 0.2% |
| 85 | PSLVSPROTT ASSET MANAGEMENT LP | 90,754 | $1.7M | 0.2% |
| 86 | TXNTEXAS INSTRS INC | 5,715 | $1.7M | 0.2% |
| 87 | AMATAPPLIED MATLS INC | 2,339 | $1.7M | 0.2% |
| 88 | WFCWELLS FARGO & CO | 20,018 | $1.7M | 0.2% |
| 89 | INNOVATOR ETFS TRUST | 59,888 | $1.6M | 0.2% |
| 90 | RBLXROBLOX CORP | 29,394 | $1.6M | 0.2% |
| 91 | BLACKROCK ETF TRUST II | 30,979 | $1.6M | 0.2% |
| 92 | VLOVALERO ENERGY CORP | 5,886 | $1.5M | 0.2% |
| 93 | IGMISHARES TR | 9,364 | $1.5M | 0.2% |
| 94 | IBMINTERNATIONAL BUSINESS MACHS | 5,410 | $1.5M | 0.2% |
| 95 | PJULINNOVATOR ETFS TRUST | 30,531 | $1.5M | 0.2% |
| 96 | SLVISHARES SILVER TR | 26,951 | $1.4M | 0.2% |
| 97 | PGPROCTER & GAMBLE CO | 9,735 | $1.4M | 0.2% |
| 98 | BLACKROCK MUNIHLDNGS CALI | 124,509 | $1.4M | 0.2% |
| 99 | VGTVANGUARD WORLD FD | 11,414 | $1.4M | 0.2% |
| 100 | IXNISHARES TR | 9,424 | $1.4M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.