Institutions / Cypress Wealth Services, LLC
Cypress Wealth Services, LLC
CIK 1721527 · Institution · as of Dec 31, 2025
Portfolio value
$722.66M
Positions
389
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 389 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $45.68M | 6.3% |
| SPDR Series Trust | $29.46M | 4.1% |
| iShares Tr | $28.83M | 4.0% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $25.47M | 3.5% |
| iShares Tr | $21.22M | 2.9% |
| iShares Tr | $19.02M | 2.6% |
| iShares Tr | $17.44M | 2.4% |
| iShares Tr | $17.41M | 2.4% |
| iShares MSCI UAE ETF | $15.83M | 2.2% |
| Schwab Strategic Tr | $12.85M | 1.8% |
| Microsoft Corp | $12.25M | 1.7% |
| SPDR S&P 500 ETF Tr | $12.17M | 1.7% |
| Vanguard World Fd | $10.38M | 1.4% |
| SPDR Index Shs Fds | $10.23M | 1.4% |
| NVIDIA Corp | $9.43M | 1.3% |
| Alphabet Inc. | $9.33M | 1.3% |
| iShares Tr | $8.63M | 1.2% |
| BlackRock ETF Trust | $8.58M | 1.2% |
| Vanguard Index Fds | $8.53M | 1.2% |
| Amazon.com Inc | $8.31M | 1.1% |
| BlackRock ETF Trust | $8.29M | 1.1% |
| iShares Inc | $8.26M | 1.1% |
| Alphabet Inc. | $7.20M | 1.0% |
| iShares Tr | $7.02M | 1.0% |
| Tesla Inc | $6.94M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.