13F Insight
DOSSIER · 13F-HR · Q3 2026

Cypress Wealth Services, LLC

$848M in tracked AUM across 434 positions as of Q3 2026.

CW
CIK 0001721527 · last filed Sep 30, 2026
Total AUM
$848M
as of Q3 2026
Holdings
434
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Cypress Wealth Services, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$55M165K6.5%02
SPYM
SPDR SERIES TRUST
$54M589K6.4%03
IVV
ISHARES TR
$48M62K5.7%04
DYNF
BLACKROCK ETF TRUST
$27M382K3.2%05
CORO
BLACKROCK ETF TRUST
$22M608K2.6%06
IVW
ISHARES TR
$22M151K2.6%07
SCHZ
SCHWAB STRATEGIC TR
$17M774K2.0%08
IVE
ISHARES TR
$15M67K1.8%09
MSFT
MICROSOFT CORP
$14M26K1.6%10
SPY
STATE STR SPDR S&P 500 ETF T
$14M17K1.6%

Filing history

2026Q3Sep 30
$848M▲ 4.0%
434 positionsView →2026Q2Jun 30
$815M▲ 15.0%
436 positionsView →2026Q1Mar 31
$708M▼ 2.0%
397 positionsView →2025Q4Dec 31
$723M▲ 18.3%
389 positionsView →2025Q3Sep 30
$611M▲ 9.3%
346 positionsLocked2025Q2Jun 30
$559M▲ 13.3%
318 positionsLocked2025Q1Mar 31
$493M▼ 1.0%
284 positionsLocked2024Q4Dec 31
$498M▲ 3.0%
280 positionsLocked2024Q3Sep 30
$484M▲ 7.7%
282 positionsLocked2024Q2Jun 30
$449M▲ 4.6%
259 positionsLocked2024Q1Mar 31
$429M▲ 7.1%
261 positionsLocked2023Q4Dec 31
$401M▲ 11.1%
244 positionsLocked
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