Cypress Wealth Services, LLC
CIK: 1721527SEC EDGAR →
Portfolio Value
$364.5B
Holdings
422
As of
Q2 2026
New Positions
422
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 535,606 | $47.1B | 12.91% |
| 2 | BLACKROCK ETF TRUST | 430,577 | $29.3B | 8.03% |
| 3 | BLACKROCK ETF TRUST | 510,139 | $18.7B | 5.12% |
| 4 | SCHWAB STRATEGIC TR | 659,249 | $15.2B | 4.18% |
| 5 | BLACKROCK ETF TRUST | 223,091 | $11.8B | 3.23% |
| 6 | VANGUARD WORLD FD | 117,719 | $10.3B | 2.84% |
| 7 | ISHARES TR | 212,533 | $9.8B | 2.69% |
| 8 | BLACKROCK ETF TRUST | 167,959 | $8.5B | 2.32% |
| 9 | VANGUARD TAX-MANAGED FDS | 114,099 | $8.1B | 2.23% |
| 10 | BLACKROCK ETF TRUST | 174,175 | $7.5B | 2.06% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 214 | $309.0B | 84.8% |
| Unknown | 54 | $32.5B | 8.9% |
| Technology | 42 | $7.4B | 2.0% |
| Communication Services | 8 | $2.9B | 0.8% |
| Consumer Defensive | 8 | $2.4B | 0.7% |
| Energy | 14 | $2.3B | 0.6% |
| Healthcare | 20 | $2.0B | 0.6% |
| Basic Materials | 14 | $1.7B | 0.5% |
| Consumer Cyclical | 13 | $1.4B | 0.4% |
| Industrials | 23 | $1.1B | 0.3% |
| Utilities | 8 | $1.1B | 0.3% |
| Real Estate | 4 | $698.9M | 0.2% |