§ 13F · FUND PROFILE
Cypress Wealth Services, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $559M (13F)Positions · 318Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$31M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 165K | $42M | 5.9% | −2% |
| 2 | IVV | ISHARES TR | 46K | $30M | 4.2% | +9% |
| 3 | SPYM | SPDR SERIES TRUST | 358K | $27M | 3.9% | −3% |
| 4 | DYNF | BLACKROCK ETF TRUST | 410K | $24M | 3.4% | −2% |
| 5 | IVE | ISHARES TR | 80K | $17M | 2.4% | −10% |
| 6 | IVW | ISHARES TR | 144K | $16M | 2.3% | +2% |
| 7 | QUAL | ISHARES TR | 79K | $15M | 2.1% | −1% |
| 8 | EFV | ISHARES TR | 199K | $15M | 2.1% | −18% |
| 9 | SCHZ | SCHWAB STRATEGIC TR | 589K | $14M | 1.9% | +7% |
| 10 | CORO | BLACKROCK ETF TRUST | 381K | $12M | 1.7% | 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 $559 million in assets. The fund runs a broad portfolio of 318 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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