Cypress Wealth Services

PALM DESERT, CAfiles as Cypress Wealth Services, LLC

$813m in 422 US stocks at the end of 30 June 2026. The top 10 are 32.3% of the money. It changed about 10.2% of the portfolio this quarter.

Value

$813m

Stocks

422

Top 10 share

32.3%

Turnover

10.2%

What changed this quarter

New

Bought for the first time this quarter.

Blackrock ETF TrustIALT
0.5% of the fund
Blackrock ETF Trust IIGGOV
0.2% of the fund
First TR Exchng Traded FD VIDAPR
0.1% of the fund
Schwab Strategic TRSCMB
<0.1% of the fund
Dimensional ETF TrustDFUS
<0.1% of the fund
Innovator Etfs TrustZMAY
<0.1% of the fund
Ishares TRIEF
<0.1% of the fund
Innovator Etfs TrustIMAR
<0.1% of the fund
Ishares TRSTIP
<0.1% of the fund
Spdr Series TrustXAR
<0.1% of the fund
Seagate Technology HoldingsSTX
<0.1% of the fund
Space Exploration TechnologiesSPCX
<0.1% of the fund
Goldman Sachs ETF TRGPIX
<0.1% of the fund
Innovator Etfs TrustIAPR
<0.1% of the fund
CoreWeaveCRWV
<0.1% of the fund
Otis WorldwideOTIS
<0.1% of the fund
Ishares TRARTY
<0.1% of the fund
Palo Alto NetworksPANW
<0.1% of the fund
KLAKLAC
<0.1% of the fund
Honeywell InternationalHON
<0.1% of the fund
Honeywell AerospaceHONA
<0.1% of the fund
ASML Holding NVASML
<0.1% of the fund
First TR Exchng Traded FD VIQMMY
<0.1% of the fund
Dominos PizzaDPZ
<0.1% of the fund
Lattice SemiconductorLSCC
<0.1% of the fund

Added

Bought more of a stock they already held.

Spdr Series TrustSPYM
5.8% of the fund
+50%
Ishares TRIVV
5.5% of the fund
+31%
Blackrock ETF TrustDYNF
3.6% of the fund
+5%
Ishares TRIVW
2.5% of the fund
+3%
Blackrock ETF TrustCORO
2.3% of the fund
+34%
Schwab Strategic TRSCHZ
1.9% of the fund
+12%
State STR Spdr S&P 500 ETF TSPY
1.6% of the fund
+4%
Ishares TREFG
1.3% of the fund
+47%
Ishares TRIUSB
1.2% of the fund
+27%
Blackrock ETF TrustBLCR
1.0% of the fund
+7%
Ishares TROEF
1.0% of the fund
+7%
Vanguard Tax-Managed FDSVEA
1.0% of the fund
+14%
Invesco QQQ TRQQQ
1.0% of the fund
+2%
TeslaTSLA
0.8% of the fund
+3%
Ishares TRMBB
0.7% of the fund
+8%
Ishares TRGOVT
0.7% of the fund
+7%
Bloom EnergyBE
0.6% of the fund
+5%
Global X FDSSHLD
0.5% of the fund
+21%
Blackrock ETF TrustIDEF
0.4% of the fund
+18%
Micron TechnologyMU
0.3% of the fund
+3%
Ishares Gold TRIAU
0.3% of the fund
+2%
Vanguard Charlotte FDSBNDX
0.3% of the fund
+5%
Bondbloxx ETF TrustXTEN
0.3% of the fund
+13%
Vanguard Intl Equity Index FVWO
0.3% of the fund
+15%
WalmartWMT
0.2% of the fund
+3%

Cut

Sold some of their stake.

Ishares TRIVE
1.9% of the fund
-17%
Blackrock ETF TrustBAI
1.4% of the fund
-16%
Vanguard World FDMGK
1.3% of the fund
-2%
AlphabetGOOGL
1.2% of the fund
-5%
Ishares TRQUAL
1.0% of the fund
-51%
Amazon.comAMZN
1.0% of the fund
-2%
Blackrock ETF TrustTHRO
0.9% of the fund
-29%
IsharesIEMG
0.8% of the fund
-25%
Ishares TREFV
0.8% of the fund
-56%
Invesco Exch Traded FD TR IISPMO
0.7% of the fund
-22%
Berkshire HathawayBRK-B
0.7% of the fund
-3%
Spdr Index SHS FDSSPEM
0.6% of the fund
-26%
Vanguard Specialized FundsVIG
0.6% of the fund
-4%
Ishares TRMTUM
0.5% of the fund
-18%
Ishares TRIVLU
0.4% of the fund
-4%
Dimensional ETF TrustDFUV
0.4% of the fund
-4%
Ishares TRMUB
0.4% of the fund
-6%
Johnson & JohnsonJNJ
0.3% of the fund
-13%
AIM ETF Products TrustNVBU
0.3% of the fund
-9%
Ishares TRTLH
0.3% of the fund
-21%
ExxonMobil HoldingsXOM
0.3% of the fund
-3%
First TR Exchange Traded FDRDVY
0.3% of the fund
-13%
Ishares TRIWB
0.2% of the fund
-8%
ShopifySHOP
0.2% of the fund
-5%
Blackrock ETF Trust IIBINC
0.2% of the fund
-41%

Sold out

Sold their entire stake.

Ishares TRIAGG
-100%
StarbucksSBUX
-100%
Honeywell InternationalHON
-100%
BallBALL
-100%
Abbott LaboratoriesABT
-100%
LindeLIN
-100%
Ishares TRICVT
-100%
Antero ResourcesAR
-100%
AutodeskADSK
-100%
NextEra EnergyNEE
-100%
WayfairW
-100%
First Fndtn
-100%
BitfarmsBITF
-100%

Holdings

Spdr Series TrustSPYM
Share
5.8%
Value
$47m
Shares
535,606
+50%
AppleAAPL
Share
5.8%
Value
$47m
Shares
162,581
Held
Ishares TRIVV
Share
5.5%
Value
$45m
Shares
59,992
+31%
Blackrock ETF TrustDYNF
Share
3.6%
Value
$29m
Shares
430,577
+5%
Ishares TRIVW
Share
2.5%
Value
$20m
Shares
147,840
+3%
Blackrock ETF TrustCORO
Share
2.3%
Value
$19m
Shares
510,139
+34%
Schwab Strategic TRSCHZ
Share
1.9%
Value
$15m
Shares
659,249
+12%
Ishares TRIVE
Share
1.9%
Value
$15m
Shares
66,607
-17%
State STR Spdr S&P 500 ETF TSPY
Share
1.6%
Value
$13m
Shares
17,649
+4%
Blackrock ETF TrustBAI
Share
1.4%
Value
$12m
Shares
223,091
-16%
Ishares TREFG
Share
1.3%
Value
$11m
Shares
85,176
+47%
Vanguard World FDMGK
Share
1.3%
Value
$10m
Shares
117,719
-2%
Vanguard Index FDSVOO
Share
1.3%
Value
$10m
Shares
14,794
Held
AlphabetGOOGL
Share
1.2%
Value
$10m
Shares
27,595
-5%
Ishares TRIUSB
Share
1.2%
Value
$10m
Shares
212,533
+27%
NvidiaNVDA
Share
1.2%
Value
$10m
Shares
48,975
Held
MicrosoftMSFT
Share
1.2%
Value
$10m
Shares
25,579
Held
Ishares TRESGU
Share
1.1%
Value
$9m
Shares
56,035
Held
Ishares TRQUAL
Share
1.0%
Value
$9m
Shares
38,773
-51%
Blackrock ETF TrustBLCR
Share
1.0%
Value
$8m
Shares
167,959
+7%
Ishares TROEF
Share
1.0%
Value
$8m
Shares
23,100
+7%
Amazon.comAMZN
Share
1.0%
Value
$8m
Shares
34,351
-2%
Vanguard Tax-Managed FDSVEA
Share
1.0%
Value
$8m
Shares
114,099
+14%
Invesco QQQ TRQQQ
Share
1.0%
Value
$8m
Shares
10,553
+2%
AlphabetGOOG
Share
0.9%
Value
$8m
Shares
21,751
Held
Blackrock ETF TrustTHRO
Share
0.9%
Value
$8m
Shares
174,175
-29%
Vanguard Index FDSVO
Share
0.9%
Value
$7m
Shares
89,687
Held
Vanguard Whitehall FDSVYM
Share
0.9%
Value
$7m
Shares
44,777
Held
IsharesIEMG
Share
0.8%
Value
$7m
Shares
82,503
-25%
TeslaTSLA
Share
0.8%
Value
$7m
Shares
16,005
+3%
Ishares TREFV
Share
0.8%
Value
$7m
Shares
87,184
-56%
Vanguard Index FDSVB
Share
0.8%
Value
$7m
Shares
21,838
Held
JPMorgan ChaseJPM
Share
0.7%
Value
$6m
Shares
18,115
Held
Invesco Exch Traded FD TR IISPMO
Share
0.7%
Value
$6m
Shares
36,043
-22%
Ishares TRMBB
Share
0.7%
Value
$6m
Shares
61,414
+8%
Ishares TRGOVT
Share
0.7%
Value
$6m
Shares
243,728
+7%
Berkshire HathawayBRK-B
Share
0.7%
Value
$5m
Shares
10,983
-3%
Costco WholesaleCOST
Share
0.7%
Value
$5m
Shares
5,723
Held
Spdr Index SHS FDSSPEM
Share
0.6%
Value
$5m
Shares
101,303
-26%
Vanguard Specialized FundsVIG
Share
0.6%
Value
$5m
Shares
21,472
-4%
Bloom EnergyBE
Share
0.6%
Value
$5m
Shares
16,544
+5%
BroadcomAVGO
Share
0.6%
Value
$5m
Shares
12,989
Held
Vanguard Scottsdale FDSVCIT
Share
0.6%
Value
$5m
Shares
56,220
Held
Ishares TRIYW
Share
0.6%
Value
$5m
Shares
18,410
Held
Blackrock ETF TrustIALT
Share
0.5%
Value
$4m
Shares
158,734
New
Ishares TRMTUM
Share
0.5%
Value
$4m
Shares
12,532
-18%
Ishares TRPFF
Share
0.5%
Value
$4m
Shares
140,409
Held
Global X FDSSHLD
Share
0.5%
Value
$4m
Shares
70,822
+21%
Marriott InternationalMAR
Share
0.4%
Value
$4m
Shares
9,774
Held
Ishares TRIVLU
Share
0.4%
Value
$4m
Shares
85,628
-4%
Ishares TRHYG
Share
0.4%
Value
$4m
Shares
44,762
Held
CaterpillarCAT
Share
0.4%
Value
$3m
Shares
3,033
Held
Meta PlatformsMETA
Share
0.4%
Value
$3m
Shares
5,548
Held
Dimensional ETF TrustDFUV
Share
0.4%
Value
$3m
Shares
55,990
-4%
Blackrock ETF TrustIDEF
Share
0.4%
Value
$3m
Shares
95,826
+18%
Ishares TRMUB
Share
0.4%
Value
$3m
Shares
27,085
-6%
Ishares TRDVY
Share
0.4%
Value
$3m
Shares
18,526
Held
Eli LillyLLY
Share
0.4%
Value
$3m
Shares
2,396
Held
Cisco SystemsCSCO
Share
0.4%
Value
$3m
Shares
24,296
Held
Micron TechnologyMU
Share
0.3%
Value
$3m
Shares
2,434
+3%
United Parcel ServiceUPS
Share
0.3%
Value
$3m
Shares
26,106
Held
Schwab Strategic TRSCHD
Share
0.3%
Value
$3m
Shares
86,541
Held
Johnson & JohnsonJNJ
Share
0.3%
Value
$3m
Shares
10,579
-13%
AIM ETF Products TrustNVBU
Share
0.3%
Value
$3m
Shares
86,684
-9%
ChevronCVX
Share
0.3%
Value
$3m
Shares
16,117
Held
Ishares Gold TRIAU
Share
0.3%
Value
$3m
Shares
34,847
+2%
Ishares TRTLH
Share
0.3%
Value
$3m
Shares
25,980
-21%
ExxonMobil HoldingsXOM
Share
0.3%
Value
$3m
Shares
18,911
-3%
First TR Exchange Traded FDRDVY
Share
0.3%
Value
$2m
Shares
30,792
-13%
Dimensional ETF TrustDFAS
Share
0.3%
Value
$2m
Shares
30,130
Held
Vanguard World FDVDC
Share
0.3%
Value
$2m
Shares
10,835
Held
Vanguard Charlotte FDSBNDX
Share
0.3%
Value
$2m
Shares
48,764
+5%
Bondbloxx ETF TrustXTEN
Share
0.3%
Value
$2m
Shares
49,229
+13%
American ExpressAXP
Share
0.3%
Value
$2m
Shares
6,507
Held
Goldman Sachs GroupGS
Share
0.3%
Value
$2m
Shares
2,149
Held
Vanguard Intl Equity Index FVWO
Share
0.3%
Value
$2m
Shares
34,427
+15%
Ishares TRIWB
Share
0.2%
Value
$2m
Shares
4,911
-8%
ShopifySHOP
Share
0.2%
Value
$2m
Shares
17,217
-5%
WalmartWMT
Share
0.2%
Value
$2m
Shares
17,284
+3%
Blackrock ETF Trust IIBINC
Share
0.2%
Value
$2m
Shares
34,859
-41%
MerckMRK
Share
0.2%
Value
$2m
Shares
13,738
Held
Ishares TRSUSL
Share
0.2%
Value
$2m
Shares
13,229
-2%
VisaV
Share
0.2%
Value
$2m
Shares
5,034
Held
Ishares TRIEV
Share
0.2%
Value
$2m
Shares
23,567
-4%
Sprott Asset Management LPPSLV
Share
0.2%
Value
$2m
Shares
90,754
Held
Texas InstrumentsTXN
Share
0.2%
Value
$2m
Shares
5,715
+9%
Applied MaterialsAMAT
Share
0.2%
Value
$2m
Shares
2,339
-9%
Wells Fargo & CompanyWFC
Share
0.2%
Value
$2m
Shares
20,018
-5%
Innovator Etfs TrustZNOV
Share
0.2%
Value
$2m
Shares
59,888
Held
RobloxRBLX
Share
0.2%
Value
$2m
Shares
29,394
Held
Blackrock ETF Trust IIGGOV
Share
0.2%
Value
$2m
Shares
30,979
New
Valero EnergyVLO
Share
0.2%
Value
$2m
Shares
5,886
Held
Ishares TRIGM
Share
0.2%
Value
$2m
Shares
9,364
Held
International Business MachinesIBM
Share
0.2%
Value
$2m
Shares
5,410
Held
Innovator Etfs TrustPJUL
Share
0.2%
Value
$1m
Shares
30,531
-20%
Ishares Silver TRSLV
Share
0.2%
Value
$1m
Shares
26,951
Held
Procter & GamblePG
Share
0.2%
Value
$1m
Shares
9,735
-20%
Blackrock Muniholdings California Quality FundMUC
Share
0.2%
Value
$1m
Shares
124,509
+3%
Vanguard World FDVGT
Share
0.2%
Value
$1m
Shares
11,414
-6%
Ishares TRIXN
Share
0.2%
Value
$1m
Shares
9,424
Held

Company	Share of fund	Value	Shares	Change
Spdr Series TrustSPYM	5.8%	$47m	535,606	+50%
AppleAAPL	5.8%	$47m	162,581	Held
Ishares TRIVV	5.5%	$45m	59,992	+31%
Blackrock ETF TrustDYNF	3.6%	$29m	430,577	+5%
Ishares TRIVW	2.5%	$20m	147,840	+3%
Blackrock ETF TrustCORO	2.3%	$19m	510,139	+34%
Schwab Strategic TRSCHZ	1.9%	$15m	659,249	+12%
Ishares TRIVE	1.9%	$15m	66,607	-17%
State STR Spdr S&P 500 ETF TSPY	1.6%	$13m	17,649	+4%
Blackrock ETF TrustBAI	1.4%	$12m	223,091	-16%
Ishares TREFG	1.3%	$11m	85,176	+47%
Vanguard World FDMGK	1.3%	$10m	117,719	-2%
Vanguard Index FDSVOO	1.3%	$10m	14,794	Held
AlphabetGOOGL	1.2%	$10m	27,595	-5%
Ishares TRIUSB	1.2%	$10m	212,533	+27%
NvidiaNVDA	1.2%	$10m	48,975	Held
MicrosoftMSFT	1.2%	$10m	25,579	Held
Ishares TRESGU	1.1%	$9m	56,035	Held
Ishares TRQUAL	1.0%	$9m	38,773	-51%
Blackrock ETF TrustBLCR	1.0%	$8m	167,959	+7%
Ishares TROEF	1.0%	$8m	23,100	+7%
Amazon.comAMZN	1.0%	$8m	34,351	-2%
Vanguard Tax-Managed FDSVEA	1.0%	$8m	114,099	+14%
Invesco QQQ TRQQQ	1.0%	$8m	10,553	+2%
AlphabetGOOG	0.9%	$8m	21,751	Held
Blackrock ETF TrustTHRO	0.9%	$8m	174,175	-29%
Vanguard Index FDSVO	0.9%	$7m	89,687	Held
Vanguard Whitehall FDSVYM	0.9%	$7m	44,777	Held
IsharesIEMG	0.8%	$7m	82,503	-25%
TeslaTSLA	0.8%	$7m	16,005	+3%
Ishares TREFV	0.8%	$7m	87,184	-56%
Vanguard Index FDSVB	0.8%	$7m	21,838	Held
JPMorgan ChaseJPM	0.7%	$6m	18,115	Held
Invesco Exch Traded FD TR IISPMO	0.7%	$6m	36,043	-22%
Ishares TRMBB	0.7%	$6m	61,414	+8%
Ishares TRGOVT	0.7%	$6m	243,728	+7%
Berkshire HathawayBRK-B	0.7%	$5m	10,983	-3%
Costco WholesaleCOST	0.7%	$5m	5,723	Held
Spdr Index SHS FDSSPEM	0.6%	$5m	101,303	-26%
Vanguard Specialized FundsVIG	0.6%	$5m	21,472	-4%
Bloom EnergyBE	0.6%	$5m	16,544	+5%
BroadcomAVGO	0.6%	$5m	12,989	Held
Vanguard Scottsdale FDSVCIT	0.6%	$5m	56,220	Held
Ishares TRIYW	0.6%	$5m	18,410	Held
Blackrock ETF TrustIALT	0.5%	$4m	158,734	New
Ishares TRMTUM	0.5%	$4m	12,532	-18%
Ishares TRPFF	0.5%	$4m	140,409	Held
Global X FDSSHLD	0.5%	$4m	70,822	+21%
Marriott InternationalMAR	0.4%	$4m	9,774	Held
Ishares TRIVLU	0.4%	$4m	85,628	-4%
Ishares TRHYG	0.4%	$4m	44,762	Held
CaterpillarCAT	0.4%	$3m	3,033	Held
Meta PlatformsMETA	0.4%	$3m	5,548	Held
Dimensional ETF TrustDFUV	0.4%	$3m	55,990	-4%
Blackrock ETF TrustIDEF	0.4%	$3m	95,826	+18%
Ishares TRMUB	0.4%	$3m	27,085	-6%
Ishares TRDVY	0.4%	$3m	18,526	Held
Eli LillyLLY	0.4%	$3m	2,396	Held
Cisco SystemsCSCO	0.4%	$3m	24,296	Held
Micron TechnologyMU	0.3%	$3m	2,434	+3%
United Parcel ServiceUPS	0.3%	$3m	26,106	Held
Schwab Strategic TRSCHD	0.3%	$3m	86,541	Held
Johnson & JohnsonJNJ	0.3%	$3m	10,579	-13%
AIM ETF Products TrustNVBU	0.3%	$3m	86,684	-9%
ChevronCVX	0.3%	$3m	16,117	Held
Ishares Gold TRIAU	0.3%	$3m	34,847	+2%
Ishares TRTLH	0.3%	$3m	25,980	-21%
ExxonMobil HoldingsXOM	0.3%	$3m	18,911	-3%
First TR Exchange Traded FDRDVY	0.3%	$2m	30,792	-13%
Dimensional ETF TrustDFAS	0.3%	$2m	30,130	Held
Vanguard World FDVDC	0.3%	$2m	10,835	Held
Vanguard Charlotte FDSBNDX	0.3%	$2m	48,764	+5%
Bondbloxx ETF TrustXTEN	0.3%	$2m	49,229	+13%
American ExpressAXP	0.3%	$2m	6,507	Held
Goldman Sachs GroupGS	0.3%	$2m	2,149	Held
Vanguard Intl Equity Index FVWO	0.3%	$2m	34,427	+15%
Ishares TRIWB	0.2%	$2m	4,911	-8%
ShopifySHOP	0.2%	$2m	17,217	-5%
WalmartWMT	0.2%	$2m	17,284	+3%
Blackrock ETF Trust IIBINC	0.2%	$2m	34,859	-41%
MerckMRK	0.2%	$2m	13,738	Held
Ishares TRSUSL	0.2%	$2m	13,229	-2%
VisaV	0.2%	$2m	5,034	Held
Ishares TRIEV	0.2%	$2m	23,567	-4%
Sprott Asset Management LPPSLV	0.2%	$2m	90,754	Held
Texas InstrumentsTXN	0.2%	$2m	5,715	+9%
Applied MaterialsAMAT	0.2%	$2m	2,339	-9%
Wells Fargo & CompanyWFC	0.2%	$2m	20,018	-5%
Innovator Etfs TrustZNOV	0.2%	$2m	59,888	Held
RobloxRBLX	0.2%	$2m	29,394	Held
Blackrock ETF Trust IIGGOV	0.2%	$2m	30,979	New
Valero EnergyVLO	0.2%	$2m	5,886	Held
Ishares TRIGM	0.2%	$2m	9,364	Held
International Business MachinesIBM	0.2%	$2m	5,410	Held
Innovator Etfs TrustPJUL	0.2%	$1m	30,531	-20%
Ishares Silver TRSLV	0.2%	$1m	26,951	Held
Procter & GamblePG	0.2%	$1m	9,735	-20%
Blackrock Muniholdings California Quality FundMUC	0.2%	$1m	124,509	+3%
Vanguard World FDVGT	0.2%	$1m	11,414	-6%
Ishares TRIXN	0.2%	$1m	9,424	Held

Showing the largest 100 of 422.

Options (14)

AppleAAPL
Type
Put
Value
$636,592
Contracts
2,200
Costco WholesaleCOST
Type
Put
Value
$467,735
Contracts
500
State STR Spdr S&P 500 ETF TSPY
Type
Call
Value
$373,385
Contracts
500
NvidiaNVDA
Type
Put
Value
$300,135
Contracts
1,500
Home DepotHD
Type
Call
Value
$141,072
Contracts
400
Invesco QQQ TRQQQ
Type
Put
Value
$73,640
Contracts
100
Space Exploration TechnologiesSPCX
Type
Put
Value
$51,258
Contracts
300
AccentureACN
Type
Call
Value
$37,332
Contracts
300
Select Sector Spdr TRXLF
Type
Call
Value
$32,166
Contracts
600
Ishares TRIWM
Type
Call
Value
$30,045
Contracts
100
CoreWeaveCRWV
Type
Put
Value
$19,908
Contracts
200
First Majestic SilverAG
Type
Call
Value
$16,960
Contracts
1,000
NetflixNFLX
Type
Call
Value
$14,280
Contracts
200
MedtronicMDT
Type
Call
Value
$7,823
Contracts
100

Company	Type	Value	Contracts
AppleAAPL	Put	$636,592	2,200
Costco WholesaleCOST	Put	$467,735	500
State STR Spdr S&P 500 ETF TSPY	Call	$373,385	500
NvidiaNVDA	Put	$300,135	1,500
Home DepotHD	Call	$141,072	400
Invesco QQQ TRQQQ	Put	$73,640	100
Space Exploration TechnologiesSPCX	Put	$51,258	300
AccentureACN	Call	$37,332	300
Select Sector Spdr TRXLF	Call	$32,166	600
Ishares TRIWM	Call	$30,045	100
CoreWeaveCRWV	Put	$19,908	200
First Majestic SilverAG	Call	$16,960	1,000
NetflixNFLX	Call	$14,280	200
MedtronicMDT	Call	$7,823	100

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 45.5% since 30 June 2025.

Where the money is

Technology12.2%

Financial services3.8%

Media & telecom3.0%

Retail & consumer3.0%

Industrials2.4%

Health care2.0%

Everyday goods1.6%

Energy1.2%

Materials0.5%

Utilities0.3%

Real estate0.2%

Other69.6%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.