Latest Cypress Wealth Services, LLC Stock Portfolio

Cypress Wealth Services, LLC Performance:

2026 Q1: -2.41%YTD: -2.41%2025: 14.5%

Performance for 2026 Q1 is -2.41%, and YTD is -2.41%, and 2025 is 14.5%.

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

On 2026-04-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cypress Wealth Services, LLC reported an equity portfolio of $708.3 Millions as of 31 Mar, 2026.

The top stock holdings of Cypress Wealth Services, LLC are AAPL, IJR, BIL. The fund has invested 5.9% of it's portfolio in APPLE INC and 4.2% of portfolio in ISHARES TR.

The fund managers got completely rid off INNOVATOR ETFS TRUST (BALT), BLACKROCK CALIF MUN INCOME T and DIMENSIONAL ETF TRUST (DFAC) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), ISHARES TR (IJR) and ISHARES GOLD TR (IAU). Cypress Wealth Services, LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), VANGUARD MALVERN FDS (VTIP) and INVESCO EXCH TRD SLF IDX FD (BSAE). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AMPS), ALPS ETF TR (ACES) and ISHARES TR (AAXJ).

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

Our best estimate is that Cypress Wealth Services, LLC made a return of -2.41% in the last quarter. In trailing 12 months, it's portfolio return was 14.81%.

Performance
S&P 500

New Buys

Ticker	$ Bought
blackrock etf trust	12,247,100
blackrock etf trust	6,455,620
blackrock etf trust	2,647,740
vanguard malvern fds	806,842
invesco exch trd slf idx fd	777,555
innovator etfs trust	771,821
ishares tr	710,304
innovator etfs trust	612,996

New stocks bought by Cypress Wealth Services, LLC

Additions

Ticker	% Inc.
ishares tr	766
alps etf tr	155
ishares tr	94.7
blackrock munihldngs cali	93.69
innovator etfs trust	72.27
becton dickinson & co	66.69
innovator etfs trust	51.42
fidelity natl information sv	47.58

Additions to existing portfolio by Cypress Wealth Services, LLC

Reductions

Ticker	% Reduced
ishares tr	-80.86
ishares tr	-79.99
ishares tr	-65.24
ishares gold tr	-44.95
unitedhealth group inc	-39.32
amgen inc	-38.59
spdr index shs fds	-37.37
vanguard index fds	-37.13

Cypress Wealth Services, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
international tower hill min	-241,218
blackrock calif mun income t	-604,646
innovator etfs trust	-655,178
organon & co	-82,724
dimensional etf trust	-420,607
schwab strategic tr	-217,445
innovator etfs trust	-239,543
first tr exchng traded fd vi	-254,790

Cypress Wealth Services, LLC got rid off the above stocks

Sector Distribution

Cypress Wealth Services, LLC has about 69.5% of it's holdings in Others sector.

Sector	%
Others	69.5
Technology	11
Communication Services	3.4
Consumer Cyclical	3.3
Financial Services	3.1
Healthcare	2.2
Industrials	2
Consumer Defensive	1.9
Energy	1.7
Utilities	1.4

Market Cap. Distribution

Cypress Wealth Services, LLC has about 29% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	69.5
MEGA-CAP	21.9
LARGE-CAP	7.1
MID-CAP	1.2

Stocks belong to which Index?

About 29.5% of the stocks held by Cypress Wealth Services, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	70.5
S&P 500	27.6
RUSSELL 2000	1.9

Top 5 Winners (%)		%
VLO	valero energy corp	49.7 %
BE	bloom energy corp	47.9 %
LNG	cheniere energy inc	45.8 %
MPC	marathon pete corp	45.2 %
XOM	exxon mobil corp	41.0 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	1.0 M
CVX	chevron corporation	0.9 M
COST	costco wholesale corporation	0.8 M
BE	bloom energy corp	0.7 M
AAXJ	ishares tr	0.7 M

Top 5 Losers (%)		%
CLF	cleveland-cliffs inc new	-36.4 %
RBLX	roblox corp	-30.2 %
CRM	salesforce inc	-29.2 %
KKR	kkr & co inc	-26.6 %
SHOP	shopify inc	-26.0 %

Top 5 Losers ($)		$
AAPL	apple inc	-3.0 M
MSFT	microsoft corp	-2.9 M
IJR	ishares tr	-1.4 M
IJR	ishares tr	-1.4 M
BIL	spdr series trust	-1.3 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 394 stocks in it's portfolio. About 29.9% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Cypress Wealth Services, LLC last quarter.

Last Reported on: 15 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.90	164,551	41,761,500	reduced	-2.08

AAXJ	ishares tr	2.09	199,039	14,798,500	reduced	-18.36

AAXJ	ishares tr	0.91	58,082	6,468,600	added	94.7

AAXJ	ishares tr	0.76	56,843	5,397,200	added	8.87

AAXJ	ishares tr	0.60	141,280	4,283,620	reduced	-1.2

AAXJ	ishares tr	0.50	44,503	3,540,640	reduced	-1.77

AAXJ	ishares tr	0.47	32,795	3,303,110	added	1.79

AAXJ	ishares tr	0.43	28,826	3,059,920	added	2.99

AAXJ	ishares tr	0.06	1,872	409,500	reduced	-80.86

AAXJ	ishares tr	0.05	2,912	352,858	added	12.65

AAXJ	ishares tr	0.04	3,252	305,441	reduced	-79.99

ABBV	abbvie inc	0.14	4,634	1,007,780	added	0.48

ABT	abbott laboratories	0.04	2,867	294,402	reduced	-2.98

ACES	alps etf tr	0.17	18,728	1,217,960	added	0.65

ACES	alps etf tr	0.12	15,861	834,948	added	155

ACN	accenture plc ireland	0.07	2,405	476,939	added	8.73

ACSG	dbx etf tr	0.03	4,541	221,249	unchanged	0.00

ACWF	ishares tr	1.09	166,786	7,703,850	added	10.63

ADBE	adobe inc	0.00	0.00	0.00	sold off	-100

ADI	analog devices inc	0.04	883	280,998	reduced	-22.81