Cypress Wealth Services, LLC

Q4 2025 13F-HR Holdings

Location
Palm Desert, CA
Holdings as of
12/31/2025
Date filed
1/14/2026
Form type
13F-HR
Num holdings
389
Total value ($000)
$722,660
Net value change ($000)
+112,027 (18.3%)
New positions
57
Sold out positions
14
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/15/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 11,014 31.8%
IVE 6,741 54.9%
SPYM 4,290 17.0%
MSFT 3,480 39.7%
VIG 3,050 159.4%
SPEM 2,739 36.5%
DYNF 2,701 11.9%
JPM 2,515 71.8%
RDVY 2,451 NEW
QQQ 2,424 60.2%
Top Reduces (Value $000, Stocks/ETFs)
QUAL -7,344 -31.7%
BSCP -1,018 -100.0%
EFG -929 -21.5%
USMV -804 -52.8%
GBF -377 -100.0%
STIP -368 -100.0%
VTEB -354 -25.5%
ORCL -349 -22.0%
ETR -332 -47.1%
IYW -326 -7.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type