StockDriftsStockDriftsTop 50 Cypress Wealth Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 5.79% | 535.6K | $47.1M | +49.72%(+177.87K) | $63.64(+43.39%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.79% | 162.6K | $47.0M | -1.20%(-1.97K) | $99.76(+206.13%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.53% | 60.0K | $44.9M | +30.74%(+14.11K) | $423.46(+83.94%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 3.6% | 430.6K | $29.3M | +5.12%(+20.96K) | $46.51(+50.86%) | 2026-06-30 | |
| IVW | ISHARES TR | 2.5% | 147.8K | $20.3M | +2.60%(+3.75K) | $85.07(+66.47%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 2.3% | 510.1K | $18.7M | +33.93%(+129.24K) | $32.18(+15.68%) | 2026-06-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 1.88% | 659.2K | $15.2M | +11.92%(+70.21K) | $23.63(-3.65%) | 2026-06-30 | |
| IVE | ISHARES TR | 1.86% | 66.6K | $15.1M | -17.13%(-13.77K) | $192.41(+23.24%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.62% | 17.6K | $13.2M | +4.06%(+688) | $431.06(+79.87%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 1.45% | 223.1K | $11.8M | -16.49%(-44.05K) | $29.50(+58.54%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.02% | +60.26% | +8.53% | +50.58% |
| Top 20 Holdings Unweighted | +15.58% | +54.38% | +6.94% | +39.84% |
Cypress Wealth Services, LLC reports $814.94M in US-listed equity holdings across 422 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (5.8%), AAPL (5.8%) and IVV (5.5%). The top 20 holdings account for 44.16% of reported assets. Its disclosed equity book has returned +60.26% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cypress Wealth Services, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1721527). View Cypress Wealth Services, LLC’s 13F filings on SEC