What does Cypress Wealth Services, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Cypress Wealth Services, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

APPLE INC

$42M165K5.9%

ISHARES TR

$30M46K4.2%

SPDR SERIES TRUST

$27M358K3.9%

BLACKROCK ETF TRUST

$24M410K3.4%

ISHARES TR

$17M80K2.4%

ISHARES TR

$16M144K2.3%

ISHARES TR

$15M79K2.1%

ISHARES TR

$15M199K2.1%

SCHWAB STRATEGIC TR

$14M589K1.9%

BLACKROCK ETF TRUST

$12M381K1.7%

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