Institutional Fund
Cypress Wealth Services, LLC
Palm Desert, CACIK 17215275 filings on record
Portfolio Value
$708.34M
Q1 2026
Holdings
397
Reported positions
New Buys
31
Opened this quarter
QoQ Change
-2.0%
from $722.66M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc5.9%
- Ishares Tr4.2%
- Spdr Series Trust3.9%
- Blackrock ETF Trust3.4%
- Ishares Tr2.4%
- Ishares Tr2.3%
- Other77.9%
Portfolio Holdings
397 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 164.6K | $41.76M | 5.9% | −3.5K | Reduced |
| 2 | Ishares Tr | 45.9K | $29.97M | 4.2% | +3.8K | Added |
| 3 | Spdr Series Trust | 357.7K | $27.38M | 3.9% | −9.6K | Reduced |
| 4 | Blackrock ETF Trust | 409.6K | $23.83M | 3.4% | −9.2K | Reduced |
| 5 | Ishares Tr | 80.4K | $16.97M | 2.4% | −9.3K | Reduced |
| 6 | Ishares Tr | 144.1K | $16.30M | 2.3% | +2.6K | Added |
| 7 | Ishares Tr | 78.8K | $15.11M | 2.1% | −904 | Reduced |
| 8 | Ishares Tr | 199.0K | $14.80M | 2.1% | −44.8K | Reduced |
| 9 | Schwab Strategic Tr | 589.0K | $13.68M | 1.9% | +39.4K | Added |
| 10 | Blackrock ETF Trust | 380.9K | $12.25M | 1.7% | +380.9K | New |
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