13F Insight
DOSSIER · 13F-HR · Q2 2026

Cypress Wealth Services, LLC

$815M in tracked AUM across 436 positions as of Q2 2026.

CW
CIK 0001721527 · last filed Jun 30, 2026
Total AUM
$815M
as of Q2 2026
Holdings
436
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Cypress Wealth Services, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$48M165K5.9%02
SPYM
SPDR SERIES TRUST
$47M536K5.8%03
IVV
ISHARES TR
$45M60K5.5%04
DYNF
BLACKROCK ETF TRUST
$29M431K3.6%05
IVW
ISHARES TR
$20M148K2.5%06
CORO
BLACKROCK ETF TRUST
$19M510K2.3%07
SCHZ
SCHWAB STRATEGIC TR
$15M659K1.9%08
IVE
ISHARES TR
$15M67K1.9%09
SPY
STATE STR SPDR S&P 500 ETF T
$14M18K1.7%10
BAI
BLACKROCK ETF TRUST
$12M223K1.4%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$361M▼ 5.2%
240 positionsLocked
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