§ 13F · FUND PROFILE
Cypress Wealth Services, LLC.
AUM · $815M (13F)Positions · 436Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 536K | $47M | 5.8% | +50% |
| 2 | AAPL | APPLE INC | 163K | $47M | 5.8% | ±0% |
| 3 | IVV | ISHARES TR | 60K | $45M | 5.5% | +31% |
| 4 | DYNF | BLACKROCK ETF TRUST | 431K | $29M | 3.6% | +5% |
| 5 | IVW | ISHARES TR | 148K | $20M | 2.5% | +3% |
| 6 | CORO | BLACKROCK ETF TRUST | 510K | $19M | 2.3% | +34% |
| 7 | SCHZ | SCHWAB STRATEGIC TR | 659K | $15M | 1.9% | +12% |
| 8 | IVE | ISHARES TR | 67K | $15M | 1.9% | −17% |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 18K | $13M | 1.6% | +7% |
| 10 | BAI | BLACKROCK ETF TRUST | 223K | $12M | 1.4% | −16% |
§ 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 $815 million in assets. The fund runs a broad portfolio of 436 positions.
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