Cypress Wealth Services, LLC holds a diversified book of 422 stocks worth $812.7M as of Q2 2026 (disclosed Jul 13, 2026, a ~13-day 13F lag). This quarter they opened Ishrs Sys Alt Act ETF and trimmed Apple Inc. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 6% of the equity book. They also disclosed $1.5M in put options (a bearish bet) and $653K in call options (bullish), shown separately below and excluded from the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
32% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Cypress Wealth Services, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| US BANCORP \DE\ | 80 / 80 | $33.9B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $23.1B |
| Kestra Advisory Services, LLC | 80 / 80 | $9.4B |
| Arax Advisory Partners | 80 / 80 | $4.9B |
| BlackRock, Inc. | 79 / 80 | $2.1T |
| JPMORGAN CHASE & CO | 79 / 80 | $555.0B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $20.2B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79 / 80 | $18.9B |
Ranked by how many of Cypress Wealth Services, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500ETF | $47.1M | 535.6K | 5.8% | ▲+50% Added · +178K sh | |
| 2 | Apple Inc COM | $47.0M | 162.6K | 5.8% | ▼−1.2% Reduced · −2K sh | |
| 3 | Ishares TR CORE S&P500 ETF | $44.9M | 60.0K | 5.5% | ▲+31% Added · +14K sh | |
| 4 | BlackRock ETF Trust ISHARES US EQUIT | $29.3M | 430.6K | 3.6% | ▲+5.1% Added · +21K sh | |
| 5 | Ishares TR S&P 500 GRWT ETF | $20.3M | 147.8K | 2.5% | ▲+2.6% Added · +4K sh | |
| 6 | BlackRock ETF Trust ISHA IN CTRY ETF | $18.7M | 510.1K | 2.3% | ▲+34% Added · +129K sh | |
| 7 | Schwab Strategic TR US AGGREGATE B | $15.2M | 659.2K | 1.9% | ▲+12% Added · +70K sh | |
| 8 | Ishares TR S&P 500 VAL ETF | $15.1M | 66.6K | 1.9% | ▼−17% Reduced · −14K sh | |
| 9 | State STR SPDR S&P 500 ETF T TR UNIT | $13.2M | 17.6K | 1.6% | ▲+4.0% Added · +688 sh | |
| 10 | BlackRock ETF Trust ISHA I IN TE ETF | $11.8M | 223.1K | 1.4% | ▼−16% Reduced · −44K sh | |
| 11 | Ishares TR EAFE GRWTH ETF | $10.6M | 85.2K | 1.3% | ▲+47% Added · +27K sh | |
| 12 | Vanguard World FD MEGA GRWTH IND | $10.3M | 117.7K | 1.3% | ▲+389% Added · +94K sh | |
| 13 | Vanguard Index FDS S&P 500 ETF SHS | $10.2M | 14.8K | 1.3% | ▲+0.1% Added · +10 sh | |
| 14 | Alphabet Inc CAP STK CL A | $9.9M | 27.6K | 1.2% | ▼−5.0% Reduced · −1K sh | |
| 15 | Ishares TR CORE UNIVRSL USD | $9.8M | 212.5K | 1.2% | ▲+27% Added · +46K sh | |
| 16 | Nvidia Corporation COM | $9.8M | 49.0K | 1.2% | ▲~0% Added · +23 sh | |
| 17 | Microsoft Corp COM | $9.5M | 25.6K | 1.2% | ▼−0.4% Reduced · −113 sh | |
| 18 | Ishares TR ESG AWR MSCI USA | $9.2M | 56.0K | 1.1% | ▼−0.6% Reduced · −318 sh | |
| 19 | Ishares TR MSCI USA QLT FCT | $8.5M | 38.8K | 1.0% | ▼−51% Reduced · −40K sh | |
| 20 | BlackRock ETF Trust ISHA LA CORE ETF | $8.5M | 168.0K | 1.0% | ▲+6.8% Added · +11K sh | |
| 21 | Ishares TR S&P 100 ETF | $8.5M | 23.1K | 1.0% | ▲+7.4% Added · +2K sh | |
| 22 | Amazon Com Inc COM | $8.2M | 34.4K | 1.0% | ▼−2.3% Reduced · −800 sh | |
| 23 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $8.1M | 114.1K | 1.0% | ▲+14% Added · +14K sh | |
| 24 | Invesco QQQ TR UNIT SER 1 | $7.8M | 10.6K | 1.0% | ▲+2.5% Added · +253 sh | |
| 25 | Alphabet Inc CAP STK CL C | $7.7M | 21.8K | 0.9% | ▼−0.3% Reduced · −78 sh | |
| 26 | BlackRock ETF Trust ISHA US THEM ETF | $7.5M | 174.2K | 0.9% | ▼−29% Reduced · −70K sh | |
| 27 | Vanguard Index FDS MID CAP ETF | $7.2M | 89.7K | 0.9% | ▲+297% Added · +67K sh | |
| 28 | Vanguard Whitehall FDS HIGH DIV YLD | $7.1M | 44.8K | 0.9% | ▼−1.0% Reduced · −444 sh | |
| 29 | Ishares Inc CORE MSCI EMKT | $6.8M | 82.5K | 0.8% | ▼−25% Reduced · −28K sh | |
| 30 | Tesla Inc COM | $6.7M | 16.0K | 0.8% | ▲+2.5% Added · +392 sh | |
| 31 | Ishares TR EAFE VALUE ETF | $6.7M | 87.2K | 0.8% | ▼−56% Reduced · −112K sh | |
| 32 | Vanguard Index FDS SMALL CP ETF | $6.6M | 21.8K | 0.8% | ▲+0.2% Added · +41 sh | |
| 33 | JPMorgan Chase & Co COM | $5.9M | 18.1K | 0.7% | ▼−1.4% Reduced · −259 sh | |
| 34 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $5.8M | 36.0K | 0.7% | ▼−22% Reduced · −10K sh | |
| 35 | Ishares TR MBS ETF | $5.8M | 61.4K | 0.7% | ▲+8.0% Added · +5K sh | |
| 36 | Ishares TR US TREAS BD ETF | $5.6M | 243.7K | 0.7% | ▲+7.3% Added · +17K sh | |
| 37 | Berkshire Hathaway Inc Del CL B NEW | $5.5M | 11.0K | 0.7% | ▼−2.9% Reduced · −325 sh | |
| 38 | Costco Wholesale Corporation COM | $5.4M | 5.7K | 0.7% | ▼−0.8% Reduced · −47 sh | |
| 39 | SPDR Index SHS FDS ST PORT MARK ETF | $5.2M | 101.3K | 0.6% | ▼−26% Reduced · −36K sh | |
| 40 | Vanguard Specialized Funds DIV APP ETF | $5.1M | 21.5K | 0.6% | ▼−4.3% Reduced · −956 sh | |
| 41 | Bloom Energy Corp COM CL A | $5.0M | 16.5K | 0.6% | ▲+5.3% Added · +837 sh | |
| 42 | Broadcom Inc COM | $4.9M | 13.0K | 0.6% | ▲+1.5% Added · +194 sh | |
| 43 | Vanguard Scottsdale FDS INT-TERM CORP | $4.6M | 56.2K | 0.6% | ▲+1.7% Added · +929 sh | |
| 44 | Ishares TR U.S. TECH ETF | $4.6M | 18.4K | 0.6% | ▼−0.3% Reduced · −50 sh | |
| 45 | BlackRock ETF Trust ISHA SYST AL ETF | $4.5M | 158.7K | 0.5% | ▲New New position | |
| 46 | Ishares TR MSCI USA MMENTM | $4.3M | 12.5K | 0.5% | ▼−18% Reduced · −3K sh | |
| 47 | Ishares TR PFD AND INCM SEC | $4.3M | 140.4K | 0.5% | ▼−0.6% Reduced · −871 sh | |
| 48 | Global X FDS DEFENSE TECH ETF | $4.2M | 70.8K | 0.5% | ▲+21% Added · +12K sh | |
| 49 | Marriott Intl Inc New CL A | $3.6M | 9.8K | 0.4% | ▼−0.1% Reduced · −8 sh | |
| 50 | Ishares TR MSCI INTL VLU FT | $3.6M | 85.6K | 0.4% | ▼−3.9% Reduced · −3K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1721527/holdings"
Use Arkolith to show Cypress Wealth Services, LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | APPLE INCAAPL | $637K | 2K |
| PUT · bearish | COSTCO WHOLESALE CORPCOST | $468K | 500 |
| CALL · bullish | SS SPDR S&P 500 ETF TRUST-USSPY | $373K | 500 |
| PUT · bearish | NVIDIA CORPNVDA | $300K | 2K |
| CALL · bullish | HOME DEPOT INCHD | $141K | 400 |
| PUT · bearish | INVESCO QQQ TRUST SERIES 1QQQ | $74K | 100 |
| PUT · bearish | SPACE EXPLORATION TECHN CORP | $51K | 300 |
| CALL · bullish | ACCENTURE PLC-CL AACN | $37K | 300 |
| CALL · bullish | SS FINANCIAL SELECT SECTORXLF | $32K | 600 |
| CALL · bullish | ISHARES RUSSELL 2000 ETFIWM | $30K | 100 |
| PUT · bearish | COREWEAVE INC-CL ACRWV | $20K | 200 |
| CALL · bullish | FIRST MAJESTIC SILVER CORPAG | $17K | 1K |
| CALL · bullish | NETFLIX INCNFLX | $14K | 200 |
| CALL · bullish | MEDTRONIC PLCMDT | $8K | 100 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 436 | $814.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 397 | $708.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 389 | $722.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 346 | $610.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 318 | $558.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 284 | $493.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 280 | $498.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 9, 2024 | 282 | $483.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.