account_balance

Investment manager · 13F filer · SEC CIK 1721527

Cypress Wealth Services, LLC

Reported value$845Mas of Sep 30, 2026
Positions421 15 new, 16 sold out
Top 10 weight34.0%AAPL alone is 6%
FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AAPL Apple Inc. 6.4% Held
SPYM SPDR Series Trust 6.4% Added +10%
IVV iShares Tr 5.7% Added +3%
DYNF BlackRock ETF Trust 3.2% Trimmed −11%
CORO BlackRock ETF Trust 2.6% Added +19%
IVW iShares Tr 2.6% Held
SCHZ Schwab Strategic Tr 2.0% Added +17%
IVE iShares Tr 1.8% Held
MSFT Microsoft Corp 1.6% HeldSPY SPDR S&P 500 ETF Trust 1.6% HeldNVDA NVIDIA Corp 1.4% Held
BLCR BlackRock ETF Trust 1.4% Added +40%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Jul 13, 2026 filing
add_circleNew
  • ACWX $4.58M
  • EJUL $1.3M
  • QCJL $1.07M
  • PSEP $445K
arrow_upwardAdded
  • IEFA +986%
  • BLCR +40%
  • GGOV +32%
  • NJUL +28%
arrow_downwardTrimmed
  • IEMG −33%
  • EFG −32%
  • DYNF −11%
  • BAI −6%
remove_circleSold out
  • ZNOV $1.64M
  • XAR $445K
  • GNMA $416K
  • AVDE $346K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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