Filed: 1/14/2026ACC: 0001721527-26-000002
📋 What this filing means
CYPRESS WEALTH SERVICES, LLC filed this quarterly 13F‑HR report disclosing 389 equity positions with a total reported market value of $722.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
389
Positions
$722.66M
Total AUM (reported)
8.56M
Total Shares
Allocation by class
COM$181.01M25.0%
STATE STREET SPD$30.86M4.3%
CORE S&P500 ETF$28.83M4.0%
ISHARES US EQUIT$25.47M3.5%
S&P 100 ETF$21.22M2.9%
S&P 500 VAL ETF$19.02M2.6%
S&P 500 GRWT ETF$17.44M2.4%
Portfolio Concentration
Top 3$103.97M14.4%
4–10$129.24M17.9%
11–25$135.55M18.8%
Rest$353.90M49.0%
Top 3 weight
14.4%
Top 10 weight
32.3%
Voting Authority Distribution
Total shares with voting rights: 8.56M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.56M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole389
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings389
Rows:
APPLE INC
SOLEShares168.04K
TypeSH
Market value$45.68M
6.32%
Sole
0.00
Shared
0.00
None
168.04K
SPDR SERIES TRUST
SOLEShares367.30K
TypeSH
Market value$29.46M
4.08%
Sole
0.00
Shared
0.00
None
367.30K
ISHARES TR
SOLEShares42.09K
TypeSH
Market value$28.83M
3.99%
Sole
0.00
Shared
0.00
None
42.09K
BLACKROCK ETF TRUST
SOLEShares418.85K
TypeSH
Market value$25.47M
3.52%
Sole
0.00
Shared
0.00
None
418.85K
ISHARES TR
SOLEShares61.87K
TypeSH
Market value$21.22M
2.94%
Sole
0.00
Shared
0.00
None
61.87K
ISHARES TR
SOLEShares89.70K
TypeSH
Market value$19.02M
2.63%
Sole
0.00
Shared
0.00
None
89.70K
ISHARES TR
SOLEShares141.46K
TypeSH
Market value$17.44M
2.41%
Sole
0.00
Shared
0.00
None
141.46K
ISHARES TR
SOLEShares243.81K
TypeSH
Market value$17.41M
2.41%
Sole
0.00
Shared
0.00
None
243.81K
ISHARES TR
SOLEShares79.69K
TypeSH
Market value$15.83M
2.19%
Sole
0.00
Shared
0.00
None
79.69K
SCHWAB STRATEGIC TR
SOLEShares549.68K
TypeSH
Market value$12.85M
1.78%
Sole
0.00
Shared
0.00
None
549.68K
MICROSOFT CORP
SOLEShares25.32K
TypeSH
Market value$12.25M
1.69%
Sole
0.00
Shared
0.00
None
25.32K
SPDR S&P 500 ETF TR
SOLEShares17.85K
TypeSH
Market value$12.17M
1.68%
Sole
0.00
Shared
0.00
None
17.85K
VANGUARD WORLD FD
SOLEShares25.14K
TypeSH
Market value$10.38M
1.44%
Sole
0.00
Shared
0.00
None
25.14K
SPDR INDEX SHS FDS
SOLEShares218.62K
TypeSH
Market value$10.23M
1.42%
Sole
0.00
Shared
0.00
None
218.62K
NVIDIA CORPORATION
SOLEShares50.58K
TypeSH
Market value$9.43M
1.31%
Sole
0.00
Shared
0.00
None
50.58K
ALPHABET INC
SOLEShares29.79K
TypeSH
Market value$9.33M
1.29%
Sole
0.00
Shared
0.00
None
29.79K
ISHARES TR
SOLEShares57.94K
TypeSH
Market value$8.63M
1.19%
Sole
0.00
Shared
0.00
None
57.94K
BLACKROCK ETF TRUST
SOLEShares222.41K
TypeSH
Market value$8.58M
1.19%
Sole
0.00
Shared
0.00
None
222.41K
VANGUARD INDEX FDS
SOLEShares13.61K
TypeSH
Market value$8.53M
1.18%
Sole
0.00
Shared
0.00
None
13.61K
AMAZON COM INC
SOLEShares35.99K
TypeSH
Market value$8.31M
1.15%
Sole
0.00
Shared
0.00
None
35.99K
BLACKROCK ETF TRUST
SOLEShares248.99K
TypeSH
Market value$8.29M
1.15%
Sole
0.00
Shared
0.00
None
248.99K
ISHARES INC
SOLEShares122.83K
TypeSH
Market value$8.26M
1.14%
Sole
0.00
Shared
0.00
None
122.83K
ALPHABET INC
SOLEShares22.94K
TypeSH
Market value$7.20M
1.00%
Sole
0.00
Shared
0.00
None
22.94K
ISHARES TR
SOLEShares150.76K
TypeSH
Market value$7.02M
0.97%
Sole
0.00
Shared
0.00
None
150.76K
TESLA INC
SOLEShares15.44K
TypeSH
Market value$6.94M
0.96%
Sole
0.00
Shared
0.00
None
15.44K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 168.04K | SH | $45.68M 6.32% | 0.00 | 0.00 | 168.04K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 367.30K | SH | $29.46M 4.08% | 0.00 | 0.00 | 367.30K |
ISHARES TRSOLE | CORE S&P500 ETF | 42.09K | SH | $28.83M 3.99% | 0.00 | 0.00 | 42.09K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 418.85K | SH | $25.47M 3.52% | 0.00 | 0.00 | 418.85K |
ISHARES TRSOLE | S&P 100 ETF | 61.87K | SH | $21.22M 2.94% | 0.00 | 0.00 | 61.87K |
ISHARES TRSOLE | S&P 500 VAL ETF | 89.70K | SH | $19.02M 2.63% | 0.00 | 0.00 | 89.70K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 141.46K | SH | $17.44M 2.41% | 0.00 | 0.00 | 141.46K |
ISHARES TRSOLE | EAFE VALUE ETF | 243.81K | SH | $17.41M 2.41% | 0.00 | 0.00 | 243.81K |
ISHARES TRSOLE | MSCI USA QLT FCT | 79.69K | SH | $15.83M 2.19% | 0.00 | 0.00 | 79.69K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 549.68K | SH | $12.85M 1.78% | 0.00 | 0.00 | 549.68K |
MICROSOFT CORPSOLE | COM | 25.32K | SH | $12.25M 1.69% | 0.00 | 0.00 | 25.32K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 17.85K | SH | $12.17M 1.68% | 0.00 | 0.00 | 17.85K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 25.14K | SH | $10.38M 1.44% | 0.00 | 0.00 | 25.14K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 218.62K | SH | $10.23M 1.42% | 0.00 | 0.00 | 218.62K |
NVIDIA CORPORATIONSOLE | COM | 50.58K | SH | $9.43M 1.31% | 0.00 | 0.00 | 50.58K |
ALPHABET INCSOLE | CAP STK CL A | 29.79K | SH | $9.33M 1.29% | 0.00 | 0.00 | 29.79K |
ISHARES TRSOLE | ESG AWR MSCI USA | 57.94K | SH | $8.63M 1.19% | 0.00 | 0.00 | 57.94K |
BLACKROCK ETF TRUSTSOLE | ISHARES US THEMA | 222.41K | SH | $8.58M 1.19% | 0.00 | 0.00 | 222.41K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13.61K | SH | $8.53M 1.18% | 0.00 | 0.00 | 13.61K |
AMAZON COM INCSOLE | COM | 35.99K | SH | $8.31M 1.15% | 0.00 | 0.00 | 35.99K |
BLACKROCK ETF TRUSTSOLE | ISHARES A I INNO | 248.99K | SH | $8.29M 1.15% | 0.00 | 0.00 | 248.99K |
ISHARES INCSOLE | CORE MSCI EMKT | 122.83K | SH | $8.26M 1.14% | 0.00 | 0.00 | 122.83K |
ALPHABET INCSOLE | CAP STK CL C | 22.94K | SH | $7.20M 1.00% | 0.00 | 0.00 | 22.94K |
ISHARES TRSOLE | CORE UNIVRSL USD | 150.76K | SH | $7.02M 0.97% | 0.00 | 0.00 | 150.76K |
TESLA INCSOLE | COM | 15.44K | SH | $6.94M 0.96% | 0.00 | 0.00 | 15.44K |
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