Filed: 4/15/2026ACC: 0001721527-26-000003
📋 What this filing means
CYPRESS WEALTH SERVICES, LLC filed this quarterly 13F‑HR report disclosing 397 equity positions with a total reported market value of $708.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
397
Positions
$708.34M
Total AUM (reported)
9.23M
Total Shares
Allocation by class
COM$173.82M24.5%
STATE STREET SPD$35.35M5.0%
CORE S&P500 ETF$29.97M4.2%
ISHARES US EQUIT$23.83M3.4%
S&P 500 VAL ETF$16.97M2.4%
S&P 500 GRWT ETF$16.30M2.3%
MSCI USA QLT FCT$15.11M2.1%
Portfolio Concentration
Top 3$99.12M14.0%
4–10$112.94M15.9%
11–25$123.49M17.4%
Rest$372.80M52.6%
Top 3 weight
14.0%
Top 10 weight
29.9%
Voting Authority Distribution
Total shares with voting rights: 9.23M
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
9.23M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole397
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings397
Rows:
APPLE INC
SOLEShares164.55K
TypeSH
Market value$41.76M
5.90%
Sole
0.00
Shared
0.00
None
164.55K
ISHARES TR
SOLEShares45.89K
TypeSH
Market value$29.97M
4.23%
Sole
0.00
Shared
0.00
None
45.89K
SPDR SERIES TRUST
SOLEShares357.74K
TypeSH
Market value$27.38M
3.87%
Sole
0.00
Shared
0.00
None
357.74K
BLACKROCK ETF TRUST
SOLEShares409.62K
TypeSH
Market value$23.83M
3.36%
Sole
0.00
Shared
0.00
None
409.62K
ISHARES TR
SOLEShares80.37K
TypeSH
Market value$16.97M
2.40%
Sole
0.00
Shared
0.00
None
80.37K
ISHARES TR
SOLEShares144.09K
TypeSH
Market value$16.30M
2.30%
Sole
0.00
Shared
0.00
None
144.09K
ISHARES TR
SOLEShares78.79K
TypeSH
Market value$15.11M
2.13%
Sole
0.00
Shared
0.00
None
78.79K
ISHARES TR
SOLEShares199.04K
TypeSH
Market value$14.80M
2.09%
Sole
0.00
Shared
0.00
None
199.04K
SCHWAB STRATEGIC TR
SOLEShares589.04K
TypeSH
Market value$13.68M
1.93%
Sole
0.00
Shared
0.00
None
589.04K
BLACKROCK ETF TRUST
SOLEShares380.90K
TypeSH
Market value$12.25M
1.73%
Sole
0.00
Shared
0.00
None
380.90K
STATE STR SPDR S&P 500 ETF T
SOLEShares16.96K
TypeSH
Market value$11.03M
1.56%
Sole
0.00
Shared
0.00
None
16.96K
MICROSOFT CORP
SOLEShares25.69K
TypeSH
Market value$9.51M
1.34%
Sole
0.00
Shared
0.00
None
25.69K
VANGUARD WORLD FD
SOLEShares24.08K
TypeSH
Market value$8.85M
1.25%
Sole
0.00
Shared
0.00
None
24.08K
VANGUARD INDEX FDS
SOLEShares14.78K
TypeSH
Market value$8.83M
1.25%
Sole
0.00
Shared
0.00
None
14.78K
BLACKROCK ETF TRUST
SOLEShares243.87K
TypeSH
Market value$8.83M
1.25%
Sole
0.00
Shared
0.00
None
243.87K
BLACKROCK ETF TRUST
SOLEShares267.14K
TypeSH
Market value$8.80M
1.24%
Sole
0.00
Shared
0.00
None
267.14K
NVIDIA CORPORATION
SOLEShares48.95K
TypeSH
Market value$8.54M
1.21%
Sole
0.00
Shared
0.00
None
48.95K
ALPHABET INC
SOLEShares29.05K
TypeSH
Market value$8.36M
1.18%
Sole
0.00
Shared
0.00
None
29.05K
ISHARES TR
SOLEShares56.35K
TypeSH
Market value$7.97M
1.13%
Sole
0.00
Shared
0.00
None
56.35K
ISHARES INC
SOLEShares110.62K
TypeSH
Market value$7.72M
1.09%
Sole
0.00
Shared
0.00
None
110.62K
ISHARES TR
SOLEShares166.79K
TypeSH
Market value$7.70M
1.09%
Sole
0.00
Shared
0.00
None
166.79K
AMAZON COM INC
SOLEShares35.15K
TypeSH
Market value$7.32M
1.03%
Sole
0.00
Shared
0.00
None
35.15K
ISHARES TR
SOLEShares21.51K
TypeSH
Market value$6.84M
0.97%
Sole
0.00
Shared
0.00
None
21.51K
VANGUARD WHITEHALL FDS
SOLEShares45.22K
TypeSH
Market value$6.70M
0.95%
Sole
0.00
Shared
0.00
None
45.22K
VANGUARD INDEX FDS
SOLEShares22.61K
TypeSH
Market value$6.49M
0.92%
Sole
0.00
Shared
0.00
None
22.61K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 164.55K | SH | $41.76M 5.90% | 0.00 | 0.00 | 164.55K |
ISHARES TRSOLE | CORE S&P500 ETF | 45.89K | SH | $29.97M 4.23% | 0.00 | 0.00 | 45.89K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 357.74K | SH | $27.38M 3.87% | 0.00 | 0.00 | 357.74K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 409.62K | SH | $23.83M 3.36% | 0.00 | 0.00 | 409.62K |
ISHARES TRSOLE | S&P 500 VAL ETF | 80.37K | SH | $16.97M 2.40% | 0.00 | 0.00 | 80.37K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 144.09K | SH | $16.30M 2.30% | 0.00 | 0.00 | 144.09K |
ISHARES TRSOLE | MSCI USA QLT FCT | 78.79K | SH | $15.11M 2.13% | 0.00 | 0.00 | 78.79K |
ISHARES TRSOLE | EAFE VALUE ETF | 199.04K | SH | $14.80M 2.09% | 0.00 | 0.00 | 199.04K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 589.04K | SH | $13.68M 1.93% | 0.00 | 0.00 | 589.04K |
BLACKROCK ETF TRUSTSOLE | ISHARES INTL CTR | 380.90K | SH | $12.25M 1.73% | 0.00 | 0.00 | 380.90K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 16.96K | SH | $11.03M 1.56% | 0.00 | 0.00 | 16.96K |
MICROSOFT CORPSOLE | COM | 25.69K | SH | $9.51M 1.34% | 0.00 | 0.00 | 25.69K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 24.08K | SH | $8.85M 1.25% | 0.00 | 0.00 | 24.08K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 14.78K | SH | $8.83M 1.25% | 0.00 | 0.00 | 14.78K |
BLACKROCK ETF TRUSTSOLE | ISHARES US THEMA | 243.87K | SH | $8.83M 1.25% | 0.00 | 0.00 | 243.87K |
BLACKROCK ETF TRUSTSOLE | ISHARES A I INNO | 267.14K | SH | $8.80M 1.24% | 0.00 | 0.00 | 267.14K |
NVIDIA CORPORATIONSOLE | COM | 48.95K | SH | $8.54M 1.21% | 0.00 | 0.00 | 48.95K |
ALPHABET INCSOLE | CAP STK CL A | 29.05K | SH | $8.36M 1.18% | 0.00 | 0.00 | 29.05K |
ISHARES TRSOLE | ESG AWR MSCI USA | 56.35K | SH | $7.97M 1.13% | 0.00 | 0.00 | 56.35K |
ISHARES INCSOLE | CORE MSCI EMKT | 110.62K | SH | $7.72M 1.09% | 0.00 | 0.00 | 110.62K |
ISHARES TRSOLE | CORE UNIVRSL USD | 166.79K | SH | $7.70M 1.09% | 0.00 | 0.00 | 166.79K |
AMAZON COM INCSOLE | COM | 35.15K | SH | $7.32M 1.03% | 0.00 | 0.00 | 35.15K |
ISHARES TRSOLE | S&P 100 ETF | 21.51K | SH | $6.84M 0.97% | 0.00 | 0.00 | 21.51K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 45.22K | SH | $6.70M 0.95% | 0.00 | 0.00 | 45.22K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 22.61K | SH | $6.49M 0.92% | 0.00 | 0.00 | 22.61K |
Page 1 of 16
…