CYPRESS WEALTH SERVICES, LLC

Filed: 10/15/2025ACC: 0001721527-25-000004

📋 What this filing means

CYPRESS WEALTH SERVICES, LLC filed this quarterly 13F‑HR report disclosing 346 equity positions with a total reported market value of $610.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

346

Positions

$610.63M

Total AUM (reported)

7.68M

Total Shares

Allocation by class

COM$131.82M21.6%

CORE S&P500 ETF$28.20M4.6%

PORTFOLIO S&P500$25.17M4.1%

MSCI USA QLT FCT$23.17M3.8%

ISHARES US EQUIT$22.77M3.7%

S&P 100 ETF$19.13M3.1%

EAFE VALUE ETF$17.19M2.8%

Portfolio Concentration

Top 3$88.04M14.4%

4–10$122.28M20.0%

11–25$115.34M18.9%

Rest$284.96M46.7%

Top 3 weight

14.4%

Top 10 weight

34.4%

Voting Authority Distribution

Total shares with voting rights: 7.68M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.68M

% of voting shares100.0%

Investment Discretion (by position count)

Sole346

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings346

Rows:

APPLE INC

SOLE

COM

Shares136.16K

TypeSH

Market value$34.67M

5.68%

Sole

0.00

Shared

0.00

None

136.16K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares42.14K

TypeSH

Market value$28.20M

4.62%

Sole

0.00

Shared

0.00

None

42.14K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P500

Shares321.34K

TypeSH

Market value$25.17M

4.12%

Sole

0.00

Shared

0.00

None

321.34K

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares119.14K

TypeSH

Market value$23.17M

3.79%

Sole

0.00

Shared

0.00

None

119.14K

BLACKROCK ETF TRUST

SOLE

ISHARES US EQUIT

Shares384.62K

TypeSH

Market value$22.77M

3.73%

Sole

0.00

Shared

0.00

None

384.62K

ISHARES TR

SOLE

S&P 100 ETF

Shares57.48K

TypeSH

Market value$19.13M

3.13%

Sole

0.00

Shared

0.00

None

57.48K

ISHARES TR

SOLE

EAFE VALUE ETF

Shares253.48K

TypeSH

Market value$17.19M

2.82%

Sole

0.00

Shared

0.00

None

253.48K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares133.86K

TypeSH

Market value$16.16M

2.65%

Sole

0.00

Shared

0.00

None

133.86K

ISHARES TR

SOLE

S&P 500 VAL ETF

Shares59.48K

TypeSH

Market value$12.28M

2.01%

Sole

0.00

Shared

0.00

None

59.48K

SCHWAB STRATEGIC TR

SOLE

US AGGREGATE B

Shares492.97K

TypeSH

Market value$11.57M

1.89%

Sole

0.00

Shared

0.00

None

492.97K

VANGUARD WORLD FD

SOLE

MEGA GRWTH IND

Shares25.88K

TypeSH

Market value$10.42M

1.71%

Sole

0.00

Shared

0.00

None

25.88K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares15.54K

TypeSH

Market value$10.35M

1.69%

Sole

0.00

Shared

0.00

None

15.54K

MICROSOFT CORP

SOLE

COM

Shares16.93K

TypeSH

Market value$8.77M

1.44%

Sole

0.00

Shared

0.00

None

16.93K

ISHARES TR

SOLE

ESG AWR MSCI USA

Shares58.51K

TypeSH

Market value$8.52M

1.39%

Sole

0.00

Shared

0.00

None

58.51K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares13.39K

TypeSH

Market value$8.20M

1.34%

Sole

0.00

Shared

0.00

None

13.39K

NVIDIA CORPORATION

SOLE

COM

Shares42.26K

TypeSH

Market value$7.89M

1.29%

Sole

0.00

Shared

0.00

None

42.26K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares160.11K

TypeSH

Market value$7.49M

1.23%

Sole

0.00

Shared

0.00

None

160.11K

BLACKROCK ETF TRUST

SOLE

ISHARES US THEMA

Shares196.80K

TypeSH

Market value$7.45M

1.22%

Sole

0.00

Shared

0.00

None

196.80K

BLACKROCK ETF TRUST

SOLE

ISHARES A I INNO

Shares211.56K

TypeSH

Market value$7.23M

1.18%

Sole

0.00

Shared

0.00

None

211.56K

ALPHABET INC

SOLE

CAP STK CL A

Shares28.43K

TypeSH

Market value$6.91M

1.13%

Sole

0.00

Shared

0.00

None

28.43K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares23.28K

TypeSH

Market value$6.84M

1.12%

Sole

0.00

Shared

0.00

None

23.28K

ISHARES TR

SOLE

CORE TOTAL USD

Shares141.96K

TypeSH

Market value$6.63M

1.09%

Sole

0.00

Shared

0.00

None

141.96K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares45.88K

TypeSH

Market value$6.47M

1.06%

Sole

0.00

Shared

0.00

None

45.88K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares93.33K

TypeSH

Market value$6.15M

1.01%

Sole

0.00

Shared

0.00

None

93.33K

AMAZON COM INC

SOLE

COM

Shares27.50K

TypeSH

Market value$6.04M

0.99%

Sole

0.00

Shared

0.00

None

27.50K

Issuer	Class	Shares	Type	Value / Portfolio %	None
APPLE INCSOLE	COM	136.16K	SH	$34.67M 5.68%	136.16K
ISHARES TRSOLE	CORE S&P500 ETF	42.14K	SH	$28.20M 4.62%	42.14K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P500	321.34K	SH	$25.17M 4.12%	321.34K
ISHARES TRSOLE	MSCI USA QLT FCT	119.14K	SH	$23.17M 3.79%	119.14K
BLACKROCK ETF TRUSTSOLE	ISHARES US EQUIT	384.62K	SH	$22.77M 3.73%	384.62K
ISHARES TRSOLE	S&P 100 ETF	57.48K	SH	$19.13M 3.13%	57.48K
ISHARES TRSOLE	EAFE VALUE ETF	253.48K	SH	$17.19M 2.82%	253.48K
ISHARES TRSOLE	S&P 500 GRWT ETF	133.86K	SH	$16.16M 2.65%	133.86K
ISHARES TRSOLE	S&P 500 VAL ETF	59.48K	SH	$12.28M 2.01%	59.48K
SCHWAB STRATEGIC TRSOLE	US AGGREGATE B	492.97K	SH	$11.57M 1.89%	492.97K
VANGUARD WORLD FDSOLE	MEGA GRWTH IND	25.88K	SH	$10.42M 1.71%	25.88K
SPDR S&P 500 ETF TRSOLE	TR UNIT	15.54K	SH	$10.35M 1.69%	15.54K
MICROSOFT CORPSOLE	COM	16.93K	SH	$8.77M 1.44%	16.93K
ISHARES TRSOLE	ESG AWR MSCI USA	58.51K	SH	$8.52M 1.39%	58.51K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	13.39K	SH	$8.20M 1.34%	13.39K
NVIDIA CORPORATIONSOLE	COM	42.26K	SH	$7.89M 1.29%	42.26K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	160.11K	SH	$7.49M 1.23%	160.11K
BLACKROCK ETF TRUSTSOLE	ISHARES US THEMA	196.80K	SH	$7.45M 1.22%	196.80K
BLACKROCK ETF TRUSTSOLE	ISHARES A I INNO	211.56K	SH	$7.23M 1.18%	211.56K
ALPHABET INCSOLE	CAP STK CL A	28.43K	SH	$6.91M 1.13%	28.43K
VANGUARD INDEX FDSSOLE	MID CAP ETF	23.28K	SH	$6.84M 1.12%	23.28K
ISHARES TRSOLE	CORE TOTAL USD	141.96K	SH	$6.63M 1.09%	141.96K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	45.88K	SH	$6.47M 1.06%	45.88K
ISHARES INCSOLE	CORE MSCI EMKT	93.33K	SH	$6.15M 1.01%	93.33K
AMAZON COM INCSOLE	COM	27.50K	SH	$6.04M 0.99%	27.50K

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