CIK 1721527
Cypress Wealth Services, LLC
Institutional 13F holdings & portfolio
Holdings
389
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 389
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 168K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 367K | $1M+ | SH |
| IVV | ISHARES TR | 42K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 419K | $1M+ | SH |
| OEF | ISHARES TR | 62K | $1M+ | SH |
| IVE | ISHARES TR | 90K | $1M+ | SH |
| IVW | ISHARES TR | 141K | $1M+ | SH |
| EFV | ISHARES TR | 244K | $1M+ | SH |
| QUAL | ISHARES TR | 80K | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 550K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 25K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 18K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 25K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 219K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 51K | $1M+ | SH |
| GOOGL | ALPHABET INC | 30K | $1M+ | SH |
| ESGU | ISHARES TR | 58K | $1M+ | SH |
| THRO | BLACKROCK ETF TRUST | 222K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 14K | $1M+ | SH |
| AMZN | AMAZON COM INC | 36K | $1M+ | SH |
| BAI | BLACKROCK ETF TRUST | 249K | $1M+ | SH |
| IEMG | ISHARES INC | 123K | $1M+ | SH |
| GOOG | ALPHABET INC | 23K | $1M+ | SH |
| IUSB | ISHARES TR | 151K | $1M+ | SH |
| TSLA | TESLA INC | 15K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 23K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 46K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 10K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 102K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 19K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 12K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 22K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 43K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 62K | $1M+ | SH |
| MBB | ISHARES TR | 52K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 23K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 6K | $1M+ | SH |
| AVGO | BROADCOM INC | 13K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 53K | $1M+ | SH |
| PFF | ISHARES TR | 143K | $1M+ | SH |
| IYW | ISHARES TR | 20K | $1M+ | SH |
| MTUM | ISHARES TR | 15K | $1M+ | SH |
| HYG | ISHARES TR | 45K | $1M+ | SH |
| META | META PLATFORMS INC | 5K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 67K | $1M+ | SH |
| IVLU | ISHARES TR | 92K | $1M+ | SH |
| EFG | ISHARES TR | 30K | $1M+ | SH |
| TLH | ISHARES TR | 32K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 10K | $1M+ | SH |
| MUB | ISHARES TR | 28K | $1M+ | SH |