Grufity logo
Grufity logo

Latest Cypress Wealth Services, LLC Stock Portfolio

$847Million | No. of Holdings #418

Cypress Wealth Services, LLC Performance

2026 Q3+2.78%
YTD+5.61%
2025+14.50%

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

On 2026-10-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cypress Wealth Services, LLC reported an equity portfolio of $847.6 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Cypress Wealth Services, LLC are AAPL, BIL, IJR. The fund has invested 6.4% of it's portfolio in APPLE INC and 6.4% of portfolio in SPDR SERIES TRUST. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), INNOVATOR ETFS TRUST and SPDR SERIES TRUST (BIL) stocks. They significantly reduced their stock positions in ISHARES TR (IBCE), ISHARES TR (AAXJ) and INVESCO EXCH TRADED FD TR II (CGW). Cypress Wealth Services, LLC opened new stock positions in ISHARES TR (AAXJ), EXXONMOBIL HOLDINGS CORP and INNOVATOR ETFS TRUST (BAPR). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IBCE), SPACE EXPLORATION TECHN CORP and INNOVATOR ETFS TRUST (BALT).
Cypress Wealth Services, LLC Equity Portfolio Value
Last Reported on: 21 Oct, 2026
$847Million
  as of Oct 21, 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 2.78% in the last quarter. In trailing 12 months, it's portfolio return was 8.16%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr4,582,110
exxonmobil holdings corp3,059,840
innovator etfs trust1,304,880
first tr exchng traded fd vi1,067,030
innovator etfs trust445,236
everpure inc353,869
blackrock etf trust ii301,796
innovator etfs trust267,962
New stocks bought by Cypress Wealth Services, LLC

Additions

Ticker% Inc.
ishares tr985
space exploration techn corp201
innovator etfs trust170
dimensional etf trust89.73
sandisk corp80.9
ishares tr69.34
american res corp63.65
spdr series trust58.67
Additions to existing portfolio by Cypress Wealth Services, LLC

Reductions

Ticker% Reduced
ishares tr-86.69
ishares tr-85.76
invesco exch traded fd tr ii-83.34
aim etf products trust-64.8
ishares tr-58.81
ishares tr-54.65
j p morgan exchange traded f-39.34
ishares tr-38.37
Cypress Wealth Services, LLC reduced stake in above stock

Sold off

Ticker$ Sold
innovator etfs trust-1,644,510
exxon mobil corp-2,585,480
ishares tr-416,249
innovator etfs trust-202,137
ea series trust-315,264
chipotle mexican grill inc-211,854
vanguard malvern fds-257,278
amplify etf tr-204,624
Cypress Wealth Services, LLC got rid off the above stocks

Sector Distribution

Cypress Wealth Services, LLC has about 70.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Financial Services
  • Industrials
  • Healthcare
  • Consumer Defensive
  • Energy
  • Utilities
Sector%
Others70.3
Technology12.8
Communication Services3.2
Consumer Cyclical2.9
Financial Services2.8
Industrials2
Healthcare2
Consumer Defensive1.5
Energy1.2
Utilities1.1

Market Cap. Distribution

Cypress Wealth Services, LLC has about 29.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED70.3
MEGA-CAP22.7
LARGE-CAP6.5

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 50026.7
RUSSELL 20001.9
Top 5 Winners (%)%
MPC
marathon pete corp
69.0 %
PLTR
palantir technologies inc
64.6 %
VLO
valero energy corp
60.9 %
PSX
phillips 66
59.4 %
OKTA
okta inc
58.7 %
Top 5 Winners ($)$
AAPL
apple inc
7.2 M
MSFT
microsoft corp
4.0 M
BIL
spdr series trust
2.2 M
IJR
ishares tr
2.1 M
NVDA
nvidia corporation
1.9 M
Top 5 Losers (%)%
keel infrastructure corp
-39.5 %
GLW
corning inc
-33.6 %
PLUG
plug pwr inc
-31.4 %
RBA
rb global inc
-30.3 %
niocorp devs ltd
-27.0 %
Top 5 Losers ($)$
FNDA
schwab strategic tr
-0.8 M
TSLA
tesla inc
-0.6 M
BECO
blackrock etf trust
-0.6 M
CAT
caterpillar inc
-0.6 M
ACWF
ishares tr
-0.5 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 418 stocks in it's portfolio. About 33.9% of the portfolio is in top 10 stocks. FNDA proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Cypress Wealth Services, LLC last quarter.

$845.19MTotal Value
438Positions
21 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Cypress Wealth Services, LLC, last reported on 21 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Wealth Services, LLC's holding in Ishares Tr over time
0.83%57,845
$7.01M
0.83%
decreased 32.09 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Wealth Services, LLC's holding in Ishares Tr over time
0.8%85,785
$6.77M
0.8%
decreased 1.6 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Wealth Services, LLC's holding in Ishares Tr over time
0.54%59,991
$4.58M
0.54%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Wealth Services, LLC's holding in Ishares Tr over time
0.48%138,051
$4.08M
0.48%
decreased 1.68 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Wealth Services, LLC's holding in Ishares Tr over time
0.41%44,909
$3.47M
0.41%
increased 0.33 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Wealth Services, LLC's holding in Ishares Tr over time
0.33%27,608
$2.79M
0.33%
increased 1.93 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Wealth Services, LLC's holding in Ishares Tr over time
0.26%24,458
$2.24M
0.26%
decreased 5.86 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Wealth Services, LLC's holding in Ishares Tr over time
0.09%8,743
$781.3K
0.09%
decreased 85.76 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Wealth Services, LLC's holding in Ishares Tr over time
0.05%2,969
$445.7K
0.05%
increased 1.96 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Wealth Services, LLC's holding in Ishares Tr over time
0.04%1,557
$324.3K
0.04%
decreased 32.68 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cypress Wealth Services, LLC's holding in Ishares Tr over time
0.03%2,631
$239.2K
0.03%
decreased 13.91 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Cypress Wealth Services, LLC's holding in Alps Etf Tr over time
0.15%18,965
$1.31M
0.15%
increased 0.62 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Cypress Wealth Services, LLC's holding in Alps Etf Tr over time
0.1%17,077
$894.2K
0.1%
decreased 2.86 percentreduced
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Cypress Wealth Services, LLC's holding in Dbx Etf Tr over time
0.03%4,558
$241.8K
0.03%
decreased 2.04 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Cypress Wealth Services, LLC's holding in Ishares Tr over time
1.38%265,040
$11.67M
1.38%
increased 24.71 percentadded