Cypress Wealth Services, LLC

Q1 2026 13F-HR Holdings

Location
Palm Desert, CA
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
397
Total value ($000)
$708,343
Net value change ($000)
-14,317 (-2.0%)
New positions
31
Sold out positions
23
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CORO 12,247 NEW
BLCR 6,456 NEW
GOVT 4,598 762.5%
EFG 3,071 90.4%
IDEF 2,648 NEW
SHLD 1,325 46.8%
IVV 1,146 4.0%
BE 1,027 93.3%
XOM 962 41.0%
CVX 867 34.3%
Top Reduces (Value $000, Stocks/ETFs)
OEF -14,380 -67.8%
AAPL -3,921 -8.6%
SPEM -3,811 -37.2%
MSFT -2,737 -22.3%
EFV -2,611 -15.0%
SPYM -2,083 -7.1%
IVE -2,053 -10.8%
IAU -2,020 -40.2%
ITA -1,690 -80.5%
DYNF -1,639 -6.4%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type