Cypress Wealth Services, LLC
Cypress Wealth Services, LLC reported 436 positions worth $814.9M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: SPYM (5.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $47.1M | 5.78% | 535,606 | — | — | |
| ▸ 2 | AAPL | SH | $47.0M | 5.77% | 162,581 | — | — | |
| ▸ 3 | IVV | SH | $44.9M | 5.51% | 59,992 | — | — | |
| ▸ 4 | DYNF | SH | $29.3M | 3.59% | 430,577 | — | — | |
| ▸ 5 | IVW | SH | $20.3M | 2.49% | 147,840 | — | — | |
| ▸ 6 | CORO | SH | $18.7M | 2.29% | 510,139 | — | — | |
| ▸ 7 | SCHZ | SH | $15.2M | 1.87% | 659,249 | — | — | |
| ▸ 8 | IVE | SH | $15.1M | 1.86% | 66,607 | — | — | |
| ▸ 9 | SPY | SH | $13.2M | 1.62% | 17,649 | — | — | |
| ▸ 10 | BAI | SH | $11.8M | 1.44% | 223,091 | — | — |
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Frequently Asked Questions
What stocks does Cypress Wealth Services, LLC hold as of Q2 2026?
Cypress Wealth Services, LLC reported 436 positions worth $814.9M in its Q2 2026 13F filing. Largest positions: SPYM (5.8%), AAPL (5.8%), IVV (5.5%), DYNF (3.6%) and IVW (2.5%).
What did Cypress Wealth Services, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Cypress Wealth Services, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.