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 51–100 of 389
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SHOP | SHOPIFY INC | 18K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 62K | $1M+ | SH |
| SHLD | GLOBAL X FDS | 44K | $1M+ | SH |
| LLY | ELI LILLY & CO | 3K | $1M+ | SH |
| NVBU | AIM ETF PRODUCTS TRUST | 96K | $1M+ | SH |
| DVY | ISHARES TR | 19K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 12K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 17K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 25K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 91K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 7K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 35K | $1M+ | SH |
| RBLX | ROBLOX CORP | 29K | $1M+ | SH |
| VDC | VANGUARD WORLD FD | 11K | $1M+ | SH |
| IWB | ISHARES TR | 6K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 34K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 20K | $1M+ | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP | 89K | $1M+ | SH |
| ITA | ISHARES TR | 10K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 14K | $1M+ | SH |
| WMT | WALMART INC | 18K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 21K | $1M+ | SH |
| CSCO | CISCO SYS INC | 25K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 40K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 2K | $1M+ | SH |
| XTEN | BONDBLOXX ETF TRUST | 39K | $1M+ | SH |
| PJUL | INNOVATOR ETFS TRUST | 38K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 27K | $1M+ | SH |
| IEV | ISHARES TR | 25K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 32K | $1M+ | SH |
| CAT | CATERPILLAR INC | 3K | $1M+ | SH |
| V | VISA INC | 5K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| SUSL | ISHARES TR | 13K | $1M+ | SH |
| ZNOV | INNOVATOR ETFS TRUST | 60K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 5K | $1M+ | SH |
| EMB | ISHARES TR | 16K | $1M+ | SH |
| ENSG | ENSIGN GROUP INC | 9K | $1M+ | SH |
| IAGG | ISHARES TR | 30K | $1M+ | SH |
| MRK | MERCK & CO INC | 14K | $1M+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 42K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| ZJUL | INNOVATOR ETFS TRUST | 46K | $1M+ | SH |
| IGM | ISHARES TR | 10K | $1M+ | SH |
| AIG | AMERICAN INTL GROUP INC | 15K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 8K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 31K | $1M+ | SH |
| ITOT | ISHARES TR | 8K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 3K | $1M+ | SH |
| ORCL | ORACLE CORP | 6K | $1M+ | SH |