Cypress Wealth Services, LLC
CIK 1721527
13F filing for Q2 2026・No. 2,922
- Holdings
- US$814.94M
- Quarter change
- +US$106.59M
- Entries
- 436
- Net bought (estimate)
- +US$19.86M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 38
- Sold out 13
- Cut 186
- Added 130
- Corporate actions 2
- Unchanged 68
Largest holdings
422 stocks worth US$812.73M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR P500ETF | Added | 535,606 | US$47.07M | 5.79% |
| AAPLAppleCOM | Cut | 162,581 | US$47.04M | 5.79% |
| IVVISHARES TRCORE S&P500 ETF | Added | 59,992 | US$44.93M | 5.53% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Added | 430,577 | US$29.28M | 3.60% |
| ISHARES TRS&P 500 GRWT ETF | Added | 147,840 | US$20.33M | 2.50% |
| BLACKROCK ETF TRUSTISHA IN CTRY ETF | Added | 510,139 | US$18.67M | 2.30% |
| SCHWAB STRATEGIC TRUS AGGREGATE B | Added | 659,249 | US$15.25M | 1.88% |
| ISHARES TRS&P 500 VAL ETF | Cut | 66,607 | US$15.12M | 1.86% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 17,649 | US$13.18M | 1.62% |
| BLACKROCK ETF TRUSTISHA I IN TE ETF | Cut | 223,091 | US$11.76M | 1.45% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.