Cypress Wealth Services, LLC
424 holdingsFiling period: 2026-06-30Current AUM: $825.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 164.8K | $47.7M | $54.6M | 6.61% | +230 | 2026-06-30 |
| 2 | SPYM | SPDR SERIES TRUST | 535.6K | $47.1M | $47.6M | 5.77% | +177.9K | 2026-06-30 |
| 3 | IVV | ISHARES TR | 60.0K | $44.9M | $45.5M | 5.51% | +14.1K | 2026-06-30 |
| 4 | DYNF | BLACKROCK ETF TRUST | 430.6K | $29.3M | $29.6M | 3.59% | +21.0K | 2026-06-30 |
| 5 | IVW | ISHARES TR | 147.8K | $20.3M | $20.3M | 2.46% | +3.7K | 2026-06-30 |
| 6 | CORO | BLACKROCK ETF TRUST | 510.1K | $18.7M | $18.6M | 2.25% | +129.2K | 2026-06-30 |
| 7 | SCHZ | SCHWAB STRATEGIC TR | 659.2K | $15.2M | $14.8M | 1.79% | +70.2K | 2026-06-30 |
| 8 | IVE | ISHARES TR | 66.6K | $15.1M | $15.5M | 1.88% | -13,765 | 2026-06-30 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 18.1K | $13.6M | $13.7M | 1.66% | +1.2K | 2026-06-30 |
| 10 | BAI | BLACKROCK ETF TRUST | 223.1K | $11.8M | $9.5M | 1.15% | -44,054 | 2026-06-30 |
| 11 | EFG | ISHARES TR | 85.2K | $10.6M | $10.2M | 1.23% | +27.1K | 2026-06-30 |
| 12 | MGK | VANGUARD WORLD FD | 117.7K | $10.3M | $10.5M | 1.27% | +93.6K | 2026-06-30 |
| 13 | VOO | VANGUARD INDEX FDS | 14.8K | $10.2M | $10.3M | 1.25% | +10 | 2026-06-30 |
| 14 | NVDA | NVIDIA CORPORATION | 50.5K | $10.1M | $10.7M | 1.30% | +1.5K | 2026-06-30 |
| 15 | GOOGL | ALPHABET INC | 27.6K | $9.9M | $9.5M | 1.15% | -1,460 | 2026-06-30 |
| 16 | IUSB | ISHARES TR | 212.5K | $9.8M | $9.5M | 1.15% | +45.7K | 2026-06-30 |
| 17 | MSFT | MICROSOFT CORP | 25.6K | $9.5M | $12.7M | 1.54% | -113 | 2026-06-30 |
| 18 | ESGU | ISHARES TR | 56.0K | $9.2M | $9.3M | 1.12% | -318 | 2026-06-30 |
| 19 | QUAL | ISHARES TR | 38.8K | $8.5M | $8.5M | 1.03% | -40,016 | 2026-06-30 |
| 20 | BLCR | BLACKROCK ETF TRUST | 168.0K | $8.5M | $8.1M | 0.98% | +10.7K | 2026-06-30 |
| 21 | OEF | ISHARES TR | 23.1K | $8.5M | $8.7M | 1.05% | +1.6K | 2026-06-30 |
| 22 | AMZN | AMAZON COM INC | 34.4K | $8.2M | $8.5M | 1.03% | -800 | 2026-06-30 |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | 114.1K | $8.1M | $8.2M | 0.99% | +13.6K | 2026-06-30 |
| 24 | QQQ | INVESCO QQQ TR | 10.7K | $7.8M | $7.5M | 0.91% | +353 | 2026-06-30 |
| 25 | GOOG | ALPHABET INC | 21.8K | $7.7M | $7.4M | 0.90% | -78 | 2026-06-30 |
← Scroll →
Page 1 of 17