Universe · entity
Cypress Wealth Services, LLC
Institutional manager (13F) · CIK 1721527
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $460M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $42M | 164,551 |
| 2 | ISHARES TR | $30M | 45,887 |
| 3 | SPDR SERIES TRUST | $27M | 357,735 |
| 4 | BLACKROCK ETF TRUST | $24M | 409,616 |
| 5 | ISHARES TR | $17M | 80,372 |
| 6 | ISHARES TR | $16M | 144,091 |
| 7 | ISHARES TR | $15M | 78,789 |
| 8 | ISHARES TR | $15M | 199,039 |
| 9 | SCHWAB STRATEGIC TR | $14M | 589,043 |
| 10 | BLACKROCK ETF TRUST | $12M | 380,900 |
| 11 | STATE STR SPDR S&P 500 ETF T | $11M | 16,961 |
| 12 | MICROSOFT CORP | $10M | 25,692 |
| 13 | VANGUARD WORLD FD | $9M | 24,079 |
| 14 | VANGUARD INDEX FDS | $9M | 14,784 |
| 15 | BLACKROCK ETF TRUST | $9M | 243,871 |
| 16 | BLACKROCK ETF TRUST | $9M | 267,145 |
| 17 | NVIDIA CORPORATION | $9M | 48,952 |
| 18 | ALPHABET INC | $8M | 29,055 |
| 19 | ISHARES TR | $8M | 56,353 |
| 20 | ISHARES INC | $8M | 110,616 |
| 21 | ISHARES TR | $8M | 166,786 |
| 22 | AMAZON COM INC | $7M | 35,151 |
| 23 | ISHARES TR | $7M | 21,509 |
| 24 | VANGUARD WHITEHALL FDS | $7M | 45,221 |
| 25 | VANGUARD INDEX FDS | $6M | 22,607 |
| 26 | ISHARES TR | $6M | 58,082 |
| 27 | BLACKROCK ETF TRUST | $6M | 157,224 |
| 28 | VANGUARD TAX-MANAGED FDS | $6M | 100,517 |
| 29 | SPDR INDEX SHS FDS | $6M | 136,927 |
| 30 | ALPHABET INC | $6M | 21,829 |
| 31 | INVESCO QQQ TR | $6M | 10,300 |
| 32 | TESLA INC | $6M | 15,613 |
| 33 | COSTCO WHOLESALE CORPORATION | $6M | 5,770 |
| 34 | VANGUARD INDEX FDS | $6M | 21,797 |
| 35 | BERKSHIRE HATHAWAY INC DEL | $5M | 11,308 |
| 36 | JPMORGAN CHASE & CO | $5M | 18,374 |
| 37 | ISHARES TR | $5M | 56,843 |
| 38 | INVESCO EXCH TRADED FD TR II | $5M | 46,418 |
| 39 | ISHARES TR | $5M | 227,028 |
| 40 | VANGUARD SPECIALIZED FUNDS | $5M | 22,428 |
| 41 | VANGUARD SCOTTSDALE FDS | $5M | 55,291 |
| 42 | ISHARES TR | $4M | 141,280 |
| 43 | GLOBAL X FDS | $4M | 58,703 |
| 44 | BROADCOM INC | $4M | 12,795 |
| 45 | ISHARES TR | $4M | 15,294 |
| 46 | ISHARES TR | $4M | 44,503 |
| 47 | ISHARES TR | $4M | 89,090 |
| 48 | CHEVRON CORPORATION | $3M | 16,415 |
| 49 | ISHARES TR | $3M | 18,460 |
| 50 | EXXON MOBIL CORP | $3M | 19,516 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.