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Latest Cypress Wealth Services, LLC Stock Portfolio

$814Million | No. of Holdings #419

Cypress Wealth Services, LLC Performance

2026 Q2+5.29%
YTD+2.75%
2025+14.50%

About Cypress Wealth Services, LLC and 13F Hedge Fund Stock Holdings

On 2026-07-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cypress Wealth Services, LLC reported an equity portfolio of $814.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Cypress Wealth Services, LLC are BIL, AAPL, IJR. The fund has invested 5.8% of it's portfolio in SPDR SERIES TRUST and 5.8% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off ISHARES TR (AGT), STARBUCKS CORP (SBUX) and HONEYWELL INTL INC (HON) stocks. They significantly reduced their stock positions in VANGUARD MALVERN FDS (VTIP), ISHARES TR (AAXJ) and ISHARES TR (IBCE). Cypress Wealth Services, LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), BLACKROCK ETF TRUST II (HYMU) and FIRST TR EXCHNG TRADED FD VI (BUFD). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and ISHARES TR (AMPS).
Cypress Wealth Services, LLC Equity Portfolio Value
Last Reported on: 13 Jul, 2026
$814Million
  as of Jul 13, 2026

Cypress Wealth Services, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Cypress Wealth Services, LLC made a return of 5.29% in the last quarter. In trailing 12 months, it's portfolio return was 13.11%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
blackrock etf trust4,452,490
blackrock etf trust ii1,557,930
first tr exchng traded fd vi934,026
schwab strategic tr707,511
dimensional etf trust704,684
innovator etfs trust697,549
ishares tr555,126
innovator etfs trust478,930
New stocks bought by Cypress Wealth Services, LLC

Additions

Ticker% Inc.
vanguard world fd655
vanguard index fds485
ishares tr397
vanguard world fd388
dimensional etf trust304
vanguard index fds296
ishares tr292
ishares tr236
Additions to existing portfolio by Cypress Wealth Services, LLC

Reductions

Ticker% Reduced
vanguard malvern fds-68.29
ishares tr-56.2
ishares tr-50.79
wisdomtree tr-49.26
lamar advertising co-48.49
blackrock etf trust ii-41.00
j p morgan exchange traded f-35.34
blackrock etf trust-28.58
Cypress Wealth Services, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-1,744,200
bitfarms ltd-46,313
first fndtn inc-96,070
starbucks corp-637,442
ball corp-389,878
antero resources corp-212,794
abbott laboratories-294,402
honeywell intl inc-613,432
Cypress Wealth Services, LLC got rid off the above stocks

Sector Distribution

Cypress Wealth Services, LLC has about 70.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Financial Services
  • Industrials
  • Healthcare
  • Consumer Defensive
  • Energy
  • Utilities
Sector%
Others70.4
Technology11.7
Communication Services3.2
Consumer Cyclical3
Financial Services2.9
Industrials2.3
Healthcare2
Consumer Defensive1.6
Energy1.3
Utilities1.2

Market Cap. Distribution

Cypress Wealth Services, LLC has about 28.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED70.4
MEGA-CAP21.4
LARGE-CAP6.7
MID-CAP1.1

Stocks belong to which Index?

About 28.6% of the stocks held by Cypress Wealth Services, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others71.4
S&P 50026.5
RUSSELL 20002.1
Top 5 Winners (%)%
MU
micron technology inc
229.0 %
MRVL
marvell technology inc
199.9 %
AMD
advanced micro devices inc
164.8 %
INTC
intel corp
156.7 %
DELL
dell technologies inc
147.4 %
Top 5 Winners ($)$
AAPL
apple inc
5.8 M
BIL
spdr series trust
5.1 M
IJR
ishares tr
5.1 M
BECO
blackrock etf trust
4.8 M
BECO
blackrock etf trust
4.1 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.3 %
VB
vanguard index fds
-70.5 %
AMPS
ishares tr
-70.3 %
EDV
vanguard world fd
-65.7 %
VB
vanguard index fds
-61.6 %
Top 5 Losers ($)$
EDV
vanguard world fd
-19.8 M
VB
vanguard index fds
-11.6 M
VAW
vanguard world fd
-3.7 M
VB
vanguard index fds
-1.7 M
IJR
ishares tr
-1.2 M

Cypress Wealth Services, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Cypress Wealth Services, LLC

Cypress Wealth Services, LLC has 419 stocks in it's portfolio. About 32.2% of the portfolio is in top 10 stocks. EDV proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Cypress Wealth Services, LLC last quarter.

$812.73MTotal Value
435Positions
13 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Cypress Wealth Services, LLC, last reported on 13 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Wealth Services, LLC's holding in Ishares Tr over time
1.3%85,176
$10.60M
1.3%
increased 46.65 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Wealth Services, LLC's holding in Ishares Tr over time
0.82%87,184
$6.67M
0.82%
decreased 56.2 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Wealth Services, LLC's holding in Ishares Tr over time
0.71%61,414
$5.80M
0.71%
increased 8.04 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Wealth Services, LLC's holding in Ishares Tr over time
0.52%140,409
$4.28M
0.52%
decreased 0.62 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Wealth Services, LLC's holding in Ishares Tr over time
0.44%44,762
$3.58M
0.44%
increased 0.58 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Wealth Services, LLC's holding in Ishares Tr over time
0.36%27,085
$2.91M
0.36%
decreased 6.04 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Wealth Services, LLC's holding in Ishares Tr over time
0.32%25,980
$2.61M
0.32%
decreased 20.78 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Wealth Services, LLC's holding in Ishares Tr over time
0.07%2,313
$560.7K
0.07%
increased 23.56 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Wealth Services, LLC's holding in Ishares Tr over time
0.05%2,912
$414.7K
0.05%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Wealth Services, LLC's holding in Ishares Tr over time
0.04%3,056
$294.7K
0.04%
decreased 6.03 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Cypress Wealth Services, LLC's holding in Alps Etf Tr over time
0.16%18,849
$1.29M
0.16%
increased 0.65 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Cypress Wealth Services, LLC's holding in Alps Etf Tr over time
0.11%17,580
$911.5K
0.11%
increased 10.84 percentadded
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Cypress Wealth Services, LLC's holding in Dbx Etf Tr over time
0.03%4,653
$251.1K
0.03%
increased 2.47 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Cypress Wealth Services, LLC's holding in Ishares Tr over time
1.2%212,533
$9.81M
1.2%
increased 27.43 percentadded