Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cypress Wealth Services, LLC (CIK 1721527) reported $708.3M across 396 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($41.8M, 5.90%), IVV ($30.0M, 4.23%), SPLG ($27.4M, 3.87%), DYNF ($23.8M, 3.36%), IVE ($17.0M, 2.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $41.8M | 5.90% | 164,551 | Trimmed |
| 2 | IVV | ISHARES TR | $30.0M | 4.23% | 45,887 | Added |
| 3 | SPLG | SPDR SERIES TRUST | $27.4M | 3.87% | 357,735 | Trimmed |
| 4 | DYNF | BLACKROCK ETF TRUST | $23.8M | 3.36% | 409,616 | Trimmed |
| 5 | IVE | ISHARES TR | $17.0M | 2.40% | 80,372 | Trimmed |
| 6 | IVW | ISHARES TR | $16.3M | 2.30% | 144,091 | Added |
| 7 | QUAL | ISHARES TR | $15.1M | 2.13% | 78,789 | Trimmed |
| 8 | EFV | ISHARES TR | $14.8M | 2.09% | 199,039 | Trimmed |
| 9 | SCHZ | SCHWAB STRATEGIC TR | $13.7M | 1.93% | 589,043 | Added |
| 10 | CORO | BLACKROCK ETF TRUST | $12.2M | 1.73% | 380,900 | New |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $11.0M | 1.56% | 16,961 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $9.5M | 1.34% | 25,692 | Added |
| 13 | VOO | VANGUARD INDEX FDS | $8.8M | 1.25% | 14,784 | Added |
| 14 | MGK | VANGUARD WORLD FD | $8.8M | 1.25% | 24,079 | Trimmed |
| 15 | THRO | BLACKROCK ETF TRUST | $8.8M | 1.25% | 243,871 | Added |
| 16 | BAI | BLACKROCK ETF TRUST | $8.8M | 1.24% | 267,145 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $8.5M | 1.21% | 48,952 | Trimmed |
| 18 | GOOGL | ALPHABET INC | $8.4M | 1.18% | 29,055 | Trimmed |
| 19 | ESGU | ISHARES TR | $8.0M | 1.13% | 56,353 | Trimmed |
| 20 | IUSB | ISHARES TR | $7.7M | 1.09% | 166,786 | Added |
| 21 | IEMG | ISHARES INC | $7.7M | 1.09% | 110,616 | Trimmed |
| 22 | AMZN | AMAZON COM INC | $7.3M | 1.03% | 35,151 | Trimmed |
| 23 | OEF | ISHARES TR | $6.8M | 0.97% | 21,509 | Trimmed |
| 24 | VYM | VANGUARD WHITEHALL FDS | $6.7M | 0.95% | 45,221 | Trimmed |
| 25 | VO | VANGUARD INDEX FDS | $6.5M | 0.92% | 22,607 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31