13F filer

Cypress Wealth Services

As of Sep 30, 2026 Filed Oct 21, 2026 CIK 1721527 SEC filings ↗

13F Value

$847.6M

Positions

434

Top Position

AAPL6.4%

Top 5

24.3%

Latest filing changes

vs Jun 30, 2026

1 IEFA iShares Core MSCI EAFE ETF +985.6%+$8.2M

2 SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF +10.0%+$4.9M

3 CORO Blackrock ETF Trust — Isha in Ctry ETF +19.1%+$3.6M

4 BLCR Blackrock ETF Trust — Isha La Core ETF +39.7%+$3.4M

5 SCHZ Schwab US Aggregate Bond ETF +17.4%+$2.5M

Holdings434

#
1	AAPL Apple	6.4%	$54.3M	+0.1%	162.8K	5.8%	Common Stock
2	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	6.4%	$54.0M	+10.0%	589.0K	5.8%	ETF
3	IVV iShares Core S&P 500 ETF	5.7%	$48.4M	+3.1%	61.8K	5.5%	ETF
4	DYNF iShares U.S. Equity Factor Rotation Active ETF	3.2%	$26.9M	-11.3%	381.7K	3.6%	ETF
5	CORO Blackrock ETF Trust — Isha in Ctry ETF	2.6%	$22.3M	+19.1%	607.5K	2.3%	ETF
6	IVW iShares S&P 500 Growth ETF	2.6%	$22.0M	+1.8%	150.5K	2.5%	ETF
7	SCHZ Schwab US Aggregate Bond ETF	2.0%	$17.0M	+17.4%	773.8K	1.9%	ETF
8	IVE iShares S&P 500 Value ETF	1.8%	$15.4M	+0.1%	66.7K	1.9%	ETF
9	MSFT Microsoft	1.6%	$13.7M	+0.8%	25.8K	1.2%	Common Stock
10	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.6%	$13.6M	-1.2%	17.4K	1.6%	ETF
11	NVDA NVIDIA	1.4%	$11.9M	+1.4%	49.7K	1.2%	Common Stock
12	BLCR Blackrock ETF Trust — Isha La Core ETF	1.4%	$11.8M	+39.7%	234.6K	1.0%	ETF
13	IUSB iShares Core Universal USD Bond ETF	1.4%	$11.7M	+24.7%	265.0K	1.2%	ETF
14	MGK Vanguard Morningstar Mega Cap Growth Index Fund — ETF Shares	1.3%	$11.1M	-1.1%	116.4K	1.3%	ETF
15	VOO Vanguard 500 Index Fund — ETF Shares	1.2%	$10.5M	-0.6%	14.7K	1.2%	ETF
16	BAI iShares A.I. Innovation and Tech Active ETF	1.2%	$10.4M	-6.1%	209.4K	1.4%	ETF
17	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 27,835 reported quantity $9,677,533 reported value	1.1%	$9.7M	+0.9%	27.8K	1.2%	Common Stock
18	ESGU iShares ESG Aware MSCI USA ETF	1.1%	$9.6M	+0.0%	56.0K	1.1%	ETF
19	IEFA iShares Core MSCI EAFE ETF	1.1%	$9.1M	+985.6%	93.4K	0.1%	ETF
20	OEF iShares S&P 100 ETF	1.1%	$9.0M	-0.2%	23.1K	1.0%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing22

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.