Cypress Wealth Services, LLC

CIK

1721527

Location

PALM DESERT, CA

Portfolio Value

Small $814,935,337

Diversification

Diversified

Filing Date

Global Rank

#2,856 / 8,793 ▲ 437 · as of Jun 2026

Top Industry

Consumer Electronics 18.1%

Period ended 3 months ago

Filed Jul 13, 2026 · 3mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

252 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

24.9%

+12.4 pts

Top 5

50.6%

+16.9 pts

Top 10

60.8%

+15.8 pts

HHI

851

Diversified+506

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	67.6%	$550,796,832	56
Technology	12.2%	$99,336,015	37
Financial Services	5.5%	$44,689,556	37
Communication Services	3.2%	$26,341,963	9
Consumer Cyclical	3.0%	$24,306,574	14
Industrials	2.3%	$19,141,755	26
Healthcare	2.1%	$17,239,200	21
Consumer Defensive	1.6%	$13,418,607	9
Energy	1.4%	$11,121,781	15
Basic Materials	0.5%	$4,232,666	16
Utilities	0.3%	$2,464,029	7
Real Estate	0.2%	$1,846,359	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAI	iShares A.I. Innovation and Tech Active ETF	+220,927	1,768,589	$83,830,935
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+179,417	539,467	$47,862,853
EDV	Vanguard World Funds Extended Duration ETF	+103,626	145,510	$15,089,915
FNDA	Schwab Fundamental U.S. Small Company ETF	+102,785	814,021	$19,954,138
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	+84,374	573,247	$17,105,086
VB	Vanguard Morningstar Small-Cap ETF	+75,071	150,417	$29,504,565
AFGR	First Trust Active Factor Large Cap Growth ETF	+32,349	92,312	$2,749,970
ARCC	Ares Capital Corp	+18,096	32,675	$605,467
DCOR	Dimensional US Core Equity 1 ETF	+17,404	136,308	$8,531,890
—		+13,989	27,584	$1,166,530
VEA	Vanguard FTSE Developed Markets ETF	+13,582	114,099	$8,129,553
AGNG	Global X Funds Global X Aging Population ETF	+12,119	70,822	$4,228,781
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	+11,476	238,573	$4,558,909
BCLO	iShares BBB-B CLO Active ETF	+10,383	74,423	$3,809,986
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	+5,778	49,229	$2,243,857
VEU	Vanguard FTSE All-World Ex-US ETF	+4,401	40,733	$2,806,332
CEV	Eaton Vance California Municipal Income Trust	+4,398	63,476	$667,767
ACSG	American Century Small Cap Growth Insights ETF	+4,117	18,038	$1,980,050
MUC	Blackrock Muniholdings California Quality Fund, Inc.	+3,570	124,509	$1,368,353
BIV	Vanguard Intermediate-Term Bond ETF	+3,467	15,965	$1,207,275
VCRM	Vanguard Core Tax-Exempt Bond ETF	+3,291	23,833	$1,205,473
BKNG	Booking Holdings Inc.	+2,867	3,001	$534,898
BNDX	Vanguard Total International Bond ETF	+2,490	48,764	$2,361,640
ACN	Accenture plc	+2,134	4,539	$564,833
ACES	ALPS Clean Energy ETF	+1,840	36,429	$2,197,401
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−103,952	1,804,578	$203,314,620
CWI	State Street SPDR MSCI ACWI ex-US ETF	−35,642	106,422	$5,597,041
AIOO	AllianzIM U.S. Equity Buffer100 Protection ETF	−17,039	241,529	$8,128,716
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	−11,031	5,122	$257,278
IVZ	Invesco Ltd.	−10,609	36,881	$6,076,274
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−9,225	24,875	$1,599,428
BAPR	Innovator U.S. Equity Buffer ETF - April	−7,636	112,188	$5,461,515
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−5,558	5,724	$288,203
WABC	Westamerica Bancorporation	−5,162	16,613	$974,684
CMCSA	Comcast Corp	−5,033	21,269	$522,153
AIRR	First Trust RBA American Industrial Renaissance ETF	−4,740	30,792	$2,495,999
T	At&T Inc.	−2,708	23,146	$479,122
PG	PROCTER & GAMBLE Co	−2,390	9,735	$1,427,540
LAMR	Lamar Advertising Co/New	−2,107	2,238	$349,083
PFE	Pfizer Inc	−1,732	19,074	$459,301
GOOGL	Alphabet Inc.	−1,538	49,346	$17,546,905
JNJ	Johnson & Johnson	−1,511	10,579	$2,686,748
HON	Honeywell International Inc	−1,461	1,253	$280,546
BKF	iShares MSCI BIC ETF	−1,075	50,324	$7,129,085
WFC	Wells Fargo & Company/Mn	−1,015	20,018	$1,654,287
CMG	Chipotle Mexican Grill Inc	−987	6,231	$211,854
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−952	27,596	$2,286,436
LYG	Lloyds Banking Group plc	−934	88,676	$516,981
SBRA	Sabra Health Care REIT, Inc.	−906	16,656	$324,958
SHOP	Shopify Inc.	−840	17,217	$1,965,837
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	2,620	$447,653
STX	Seagate Technology Holdings plc	413	$398,545
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	6,175	$343,144
CRWV	CoreWeave, Inc.	3,404	$338,834
OTIS	Otis Worldwide Corp	4,440	$317,904
PANW	Palo Alto Networks Inc	894	$304,871
KLAC	Kla Corp	944	$284,814
HONA	Honeywell Aerospace Inc.	1,253	$277,013
ASML	Asml Holding NV	130	$258,627
DPZ	Dominos Pizza Inc	842	$249,265
LSCC	Lattice Semiconductor Corp	1,629	$249,171
OKTA	Okta, Inc.	1,771	$241,652
O	Realty Income Corp	3,679	$227,950
AJG	Arthur J. Gallagher & Co.	970	$222,682
AIEQ	Amplify AI Powered Equity ETF	4,478	$204,644
SNDK	Sandisk Corp	89	$202,361
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
SBUX	Starbucks Corp	7,115	$637,432
BALL	BALL Corp	6,596	$389,889
ABT	Abbott Laboratories	2,867	$294,354
LIN	Linde PLC	530	$262,752
AR	ANTERO RESOURCES Corp	5,014	$212,794
ADSK	Autodesk, Inc.	876	$209,714
NEE	Nextera Energy Inc	2,223	$206,472
W	Wayfair Inc.	2,673	$201,036
—		16,283	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

252 tracked positions · $814,935,337 total · filing declares 436 positions · $814,935,859 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 252 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF CALL + SHARES	Reduced	1,804,578	-103,952	$203,314,620	—	24.95%
BAI	iShares A.I. Innovation and Tech Active ETF	Added	1,768,589	+220,927	$83,830,935	+32.3%	10.29%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	539,467	+179,417	$47,862,853	+72.7%	5.87%
AAPL	Apple Inc. PUT + SHARES Technology	Added	164,781	+230	$47,681,030	+14.2%	5.85%
VB	Vanguard Morningstar Small-Cap ETF	Added	150,417	+75,071	$29,504,565	+46.7%	3.62%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	814,021	+102,785	$19,954,138	+15.4%	2.45%
GOOGL	Alphabet Inc. Communication Services	Reduced	49,346	-1,538	$17,546,905	+20.0%	2.15%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Added	573,247	+84,374	$17,105,086	+22.5%	2.10%
EDV	Vanguard World Funds Extended Duration ETF	Added	145,510	+103,626	$15,089,915	+185.5%	1.85%
SPY	Spdr S&P 500 ETF Trust CALL + SHARES	Added	18,149	+1,188	$13,553,128	+22.9%	1.66%
NVDA	Nvidia Corp PUT + SHARES Technology	Added	50,475	+1,523	$10,099,542	+18.3%	1.24%
MSFT	Microsoft Corp Technology	Reduced	25,579	-113	$9,541,478	+0.3%	1.17%
DCOR	Dimensional US Core Equity 1 ETF	Added	136,308	+17,404	$8,531,890	+35.1%	1.05%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	34,351	-800	$8,187,217	+11.8%	1.00%
VEA	Vanguard FTSE Developed Markets ETF	Added	114,099	+13,582	$8,129,553	+26.2%	1.00%
AIOO	AllianzIM U.S. Equity Buffer100 Protection ETF	Reduced	241,529	-17,039	$8,128,716	+0.7%	1.00%
QQQ	Invesco Qqq Trust, Series 1 PUT + SHARES	Added	10,653	+353	$7,844,869	+32.0%	0.96%
BKF	iShares MSCI BIC ETF	Reduced	50,324	-1,075	$7,129,085	+31.4%	0.87%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	44,777	-444	$7,076,109	+5.7%	0.87%
TSLA	Tesla, Inc. Consumer Cyclical	Added	16,005	+392	$6,731,703	+16.0%	0.83%
IVZ	Invesco Ltd. Financial Services	Reduced	36,881	-10,609	$6,076,274	+11.3%	0.75%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	18,115	-259	$5,929,582	+9.7%	0.73%
COST	Costco Wholesale Corp /New PUT + SHARES Consumer Defensive	Added	6,223	+453	$5,821,429	+1.3%	0.71%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	106,422	-35,642	$5,597,041	−17.0%	0.69%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	10,983	-325	$5,495,783	+1.4%	0.67%
VIG	Vanguard Dividend Appreciation ETF	Reduced	25,501	-743	$5,469,220	+6.0%	0.67%
BAPR	Innovator U.S. Equity Buffer ETF - April	Reduced	112,188	-7,636	$5,461,515	−0.0%	0.67%
BNDW	Vanguard Total World Bond ETF	Added	63,925	+916	$5,255,509	+1.3%	0.64%
BE	Bloom Energy Corp Industrials	Added	16,544	+837	$5,007,868	+135.3%	0.61%
AVGO	Broadcom Inc. Technology	Added	12,989	+194	$4,906,594	+23.9%	0.60%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Added	238,573	+11,476	$4,558,909	+4.9%	0.56%
AGNG	Global X Funds Global X Aging Population ETF	Added	70,822	+12,119	$4,228,781	+1.7%	0.52%
BCLO	iShares BBB-B CLO Active ETF	Added	74,423	+10,383	$3,809,986	+15.2%	0.47%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	9,774	-8	$3,622,146	+13.2%	0.44%
CAT	Caterpillar Inc Industrials	Reduced	3,033	-33	$3,229,841	+48.7%	0.40%
META	Meta Platforms, Inc. Communication Services	Added	5,548	+106	$3,125,132	+0.4%	0.38%
LLY	ELI LILLY & Co Healthcare	Reduced	2,396	-20	$2,873,834	+29.3%	0.35%
CSCO	Cisco Systems, Inc. Technology	Reduced	24,296	-21	$2,853,808	+51.3%	0.35%
MU	Micron Technology Inc Technology	Added	2,434	+77	$2,809,541	+252.8%	0.34%
UPS	United Parcel Service Inc Industrials	Reduced	26,106	-170	$2,806,395	+8.6%	0.34%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	40,733	+4,401	$2,806,332	+21.7%	0.34%
AFGR	First Trust Active Factor Large Cap Growth ETF	Added	92,312	+32,349	$2,749,970	+84.4%	0.34%
JNJ	Johnson & Johnson Healthcare	Reduced	10,579	-1,511	$2,686,748	−9.1%	0.33%
CVX	Chevron Corp Energy	Reduced	16,117	-298	$2,671,553	−21.3%	0.33%
IAU	Ishares Gold Trust	Added	34,847	+764	$2,631,296	−12.4%	0.32%
XOM	ExxonMobil Holdings Corp Energy	Reduced	18,911	-605	$2,585,511	−21.9%	0.32%
AIRR	First Trust RBA American Industrial Renaissance ETF	Reduced	30,792	-4,740	$2,495,999	+2.9%	0.31%
BNDX	Vanguard Total International Bond ETF	Added	48,764	+2,490	$2,361,640	+6.2%	0.29%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	27,596	-952	$2,286,436	+0.7%	0.28%
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	Added	49,229	+5,778	$2,243,857	+12.6%	0.28%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.