Cypress Wealth Services, LLC: 13F holdings
CIK 17215272026Q2
| Positions | 422 |
|---|
| Reported value | $814.9m |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 422 (+25 vs prior quarter) |
|---|
| Reported value | $814.9m (+15.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 535,606 | $47.1m | 5.8% |
| AAPL APPLE INC | 162,581 | $47.0m | 5.8% |
| IVV ISHARES TR | 59,992 | $44.9m | 5.5% |
| DYNF BLACKROCK ETF TRUST | 430,577 | $29.3m | 3.6% |
| IWF ISHARES TR | 147,840 | $20.3m | 2.5% |
| CORO BLACKROCK ETF TRUST | 510,139 | $18.7m | 2.3% |
| SCHZ SCHWAB STRATEGIC TR | 659,249 | $15.2m | 1.9% |
| IVE ISHARES TR | 66,607 | $15.1m | 1.9% |
| SPY STATE STR SPDR S&P 500 ETF T | 17,649 | $13.2m | 1.6% |
| BAI BLACKROCK ETF TRUST | 223,091 | $11.8m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1721527")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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