StockDriftsStockDriftsTop 50 Cypress Wealth Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.43% | 162.8K | $54.3M | +0.13%(+205) | $100.02(+248.14%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 6.39% | 589.0K | $54.0M | +9.96%(+53.37K) | $65.85(+36.57%) | 2026-09-30 | |
| IVV | ISHARES TR | 5.73% | 61.8K | $48.4M | +3.08%(+1.85K) | $433.45(+77.05%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 3.18% | 381.7K | $26.9M | -11.35%(-48.86K) | $46.51(+46.98%) | 2026-09-30 | |
| CORO | BLACKROCK ETF TRUST | 2.64% | 607.5K | $22.3M | +19.09%(+97.36K) | $32.87(+7.51%) | 2026-09-30 | |
| IVW | ISHARES TR | 2.6% | 150.5K | $22.0M | +1.80%(+2.66K) | $86.04(+59.46%) | 2026-09-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 2.02% | 773.8K | $17.0M | +17.37%(+114.52K) | $23.51(-4.47%) | 2026-09-30 | |
| IVE | ISHARES TR | 1.83% | 66.7K | $15.4M | +0.07%(+48) | $192.44(+24.44%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 1.62% | 25.8K | $13.7M | +0.84%(+215) | $343.77(+51.58%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.61% | 17.4K | $13.6M | -1.17%(-206) | $431.06(+77.23%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.39% | +70.18% | +9.51% | +57.46% |
| Top 20 Holdings Unweighted | +18.15% | +64.93% | +7.92% | +46.42% |
Cypress Wealth Services LLC reports $847.56M in US-listed equity holdings across 421 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.4%), SPYM (6.4%) and IVV (5.7%). The top 20 holdings account for 46.43% of reported assets. Its disclosed equity book has returned +70.18% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Cypress Wealth Services LLC, compare funds side by side, and get alerts the moment positions change.
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