§ 13F · FUND PROFILE
Cypress Wealth Services, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $558.6T (13F)Positions · 318Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$722.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 168K | $45.7T | 6.3% | NEW |
| 2 | SPYM | SPDR SERIES TRUST | 367K | $29.5T | 4.1% | NEW |
| 3 | IVV | ISHARES TR | 42K | $28.8T | 4.0% | NEW |
| 4 | DYNF | BLACKROCK ETF TRUST | 419K | $25.5T | 3.5% | NEW |
| 5 | OEF | ISHARES TR | 62K | $21.2T | 2.9% | NEW |
| 6 | IVE | ISHARES TR | 90K | $19.0T | 2.6% | NEW |
| 7 | IVW | ISHARES TR | 141K | $17.4T | 2.4% | NEW |
| 8 | EFV | ISHARES TR | 244K | $17.4T | 2.4% | NEW |
| 9 | QUAL | ISHARES TR | 80K | $15.8T | 2.2% | NEW |
| 10 | SCHZ | SCHWAB STRATEGIC TR | 550K | $12.8T | 1.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CYPRESS SIGNAL
AC read
Cypress Wealth Services, LLC is a Other fund managing $558614.4 trillion in assets. The fund runs a broad portfolio of 318 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed