EdgeMarket › What Cypress Wealth Services, Llc reported owning
What Cypress Wealth Services, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
708.3MPositions
397Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 41.8M | 5.9% | 164.6K | 309.35 | +36.9% |
| IVV iShares Core S&P 500 ETF | 30.0M | 4.2% | 45.9K | 769.31 | +20.0% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 27.4M | 3.9% | 357.7K | 90.13 | +20.1% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 23.8M | 3.4% | 409.6K | 69.08 | +22.3% |
| IVE iShares S&P 500 Value ETF | 17.0M | 2.4% | 80.4K | 237.24 | +17.6% |
| IVW iShares S&P 500 Growth ETF | 16.3M | 2.3% | 144.1K | 138.83 | +22.2% |
| QUAL iShares MSCI USA Quality Factor ETF | 15.1M | 2.1% | 78.8K | 223.22 | +19.3% |
| EFV iShares MSCI EAFE Value ETF | 14.8M | 2.1% | 199.0K | 82.23 | +21.4% |
| SCHZ Schwab US Aggregate Bond ETF | 13.7M | 1.9% | 589.0K | 22.77 | -1.8% |
| CORO iShares International Country Rotation Active | 12.2M | 1.7% | 380.9K | 37.15 | +27.5% |
| SPY SPDR S&P 500 ETF TRUST | 11.0M | 1.6% | 17.0K | 765.72 | +20.0% |
| MSFT MICROSOFT CORP | 9.5M | 1.3% | 25.7K | 483.24 | -4.4% |
| MGK Vanguard Morningstar Mega Cap Growth ETF | 8.8M | 1.2% | 24.1K | 88.95 | +17.2% |
| VOO Vanguard S&P 500 ETF | 8.8M | 1.2% | 14.8K | 703.71 | +20.0% |
| THRO iShares U.S. Thematic Rotation Active ETF | 8.8M | 1.2% | 243.9K | 43.61 | +19.9% |
| BAI iShares A.I. Innovation and Tech Active ETF | 8.8M | 1.2% | 267.1K | 44.30 | +46.6% |
| NVDA NVIDIA CORP | 8.5M | 1.2% | 49.0K | 214.72 | +22.4% |
| GOOGL Alphabet Inc. | 8.4M | 1.2% | 29.1K | 344.82 | +73.0% |
| ESGU iShares ESG Aware MSCI USA ETF | 8.0M | 1.1% | 56.4K | 167.74 | +20.3% |
| IEMG iShares Core MSCI Emerging Markets ETF | 7.7M | 1.1% | 110.6K | 81.57 | +31.9% |
| IUSB iShares Core Universal USD Bond ETF | 7.7M | 1.1% | 166.8K | 45.43 | -1.7% |
| AMZN AMAZON COM INC | 7.3M | 1.0% | 35.2K | 258.63 | +15.6% |
| OEF iShares S&P 100 Fund | 6.8M | 1.0% | 21.5K | 377.86 | +19.6% |
| VYM Vanguard High Dividend Yield ETF | 6.7M | 0.9% | 45.2K | 164.97 | +19.9% |
| VO Vanguard Morningstar Mid-Cap ETF | 6.5M | 0.9% | 22.6K | 82.97 | +15.9% |
| EFG iShares MSCI EAFE Growth ETF | 6.5M | 0.9% | 58.1K | 125.70 | +12.3% |
| BLCR iShares Large Cap Core Active ETF | 6.5M | 0.9% | 157.2K | 49.12 | +30.8% |
| VEA Vanguard FTSE Developed Markets ETF | 6.4M | 0.9% | 100.5K | 73.42 | +24.7% |
| SPEM State Street SPDR Portfolio Emerging Markets E | 6.4M | 0.9% | 136.9K | 52.38 | +18.1% |
| GOOG Alphabet Inc. | 6.3M | 0.9% | 21.8K | 341.75 | +70.7% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 5.9M | 0.8% | 10.3K | 713.44 | +26.1% |
| TSLA Tesla, Inc. | 5.8M | 0.8% | 15.6K | 362.86 | +12.0% |
| COST COSTCO WHOLESALE CORP /NEW | 5.7M | 0.8% | 5.8K | 947.74 | -4.7% |
| VB Vanguard Morningstar Small-Cap ETF | 5.7M | 0.8% | 21.8K | 304.76 | +24.4% |
| unmapped CUSIP 084670702 | 5.4M | 0.8% | 11.3K | — | — |
| JPM JPMORGAN CHASE & CO | 5.4M | 0.8% | 18.4K | 351.58 | +20.3% |
| MBB iShares MBS ETF | 5.4M | 0.8% | 56.8K | 93.12 | -0.6% |
| SPMO Invesco S&P 500 Momentum ETF | 5.2M | 0.7% | 46.4K | 148.73 | +28.7% |
| GOVT iShares U.S. Treasury Bond ETF | 5.2M | 0.7% | 227.0K | 22.45 | -2.0% |
| VIG Vanguard Div Appreciation ETF | 4.8M | 0.7% | 22.4K | 243.91 | +16.2% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 4.6M | 0.6% | 55.3K | 81.05 | -2.5% |
| PFF iShares Preferred and Income Securities ETF | 4.3M | 0.6% | 141.3K | 30.46 | -3.2% |
| SHLD Global X Defense Tech ETF | 4.2M | 0.6% | 58.7K | 67.09 | +11.1% |
| AVGO Broadcom Inc. | 4.0M | 0.6% | 12.8K | 368.45 | +26.5% |
| MTUM iShares MSCI USA Momentum Factor ETF | 3.7M | 0.5% | 15.3K | 305.17 | +25.7% |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 3.5M | 0.5% | 44.5K | 79.61 | -0.9% |
| IVLU iShares MSCI Intl Value Factor ETF | 3.5M | 0.5% | 89.1K | 44.46 | +26.0% |
| CVX CHEVRON CORP | 3.4M | 0.5% | 16.4K | 205.27 | +34.0% |
| IYW iShares U.S. Technology ETF | 3.3M | 0.5% | 18.5K | 247.25 | +37.9% |
| XOM ExxonMobil Holdings Corp | 3.3M | 0.5% | 19.5K | 165.11 | +52.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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