Cypress Wealth Services, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Cypress Wealth Services, LLC 13F Holdings
CIK 0001721527 · PALM DESERT, CA
As of Sep 30, 2025, Cypress Wealth Services, LLC reported
346 positions worth $571.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| APPLE INC | AAPL | Technology | 136,156 | $34.7M | 6.07% |
| ISHARES CORE S&P 500 ETF | IVV | — | 42,136 | $28.2M | 4.94% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 321,343 | $25.2M | 4.41% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 119,142 | $23.2M | 4.06% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 384,616 | $22.8M | 3.99% |
| ISHARES S&P 100 ETF | OEF | — | 57,479 |
|
9.1M3.35% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 253,484 |
7.2M | 3.01% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 133,856 |
6.2M | 2.83% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 59,479 |
2.3M | 2.15% |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Equity | 492,968 |
1.6M | 2.03% |
| VANGUARD WORLD FUND | MGK | — | 25,881 |
0.4M | 1.82% |
| SPDR S&P 500 ETF TRUST | SPY | — | 15,535 |
0.3M | 1.81% |
| MICROSOFT CORP | MSFT | Technology | 16,927 | $8.8M | 1.54% |
| ISHARES ESG AWARE MSCI USA ETF | ESGU | — | 58,505 | $8.5M | 1.49% |
| VANGUARD 500 INDEX FUND | VOO | — | 13,389 | $8.2M | 1.44% |
| NVIDIA CORP | NVDA | Technology | 42,262 | $7.9M | 1.38% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 160,106 | $7.5M | 1.31% |
| ISHARES US THEMATIC ROTATION ACTIVE ETF | THRO | — | 196,804 | $7.5M | 1.30% |
| ISHARES AI INNOVATION AND TECH ACTIVE ETF | BAI | — | 211,561 | $7.2M | 1.27% |
| ALPHABET INC | GOOGL | Equity | 28,425 | $6.9M | 1.21% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 23,281 | $6.8M | 1.20% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 141,959 | $6.6M | 1.16% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 45,877 | $6.5M | 1.13% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 93,332 | $6.2M | 1.08% |
| AMAZON.COM INC | AMZN | Equity | 27,500 | $6.0M | 1.06% |