Cypress Wealth Services, LLC

Q2 2026 13F-HR Holdings

Location
Palm Desert, CA
Holdings as of
6/30/2026
Date filed
7/10/2026
Form type
13F-HR
Num holdings
436
Total value ($000)
$814,936
Net value change ($000)
+106,593 (15.0%)
New positions
38
Sold out positions
13
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPYM 19,688 71.9%
IVV 14,953 49.9%
CORO 6,424 52.5%
DYNF 5,453 22.9%
AAPL 5,282 12.6%
IALT 4,452 NEW
EFG 4,129 63.8%
IVW 4,034 24.8%
BAI 2,959 33.6%
BE 2,880 135.3%
Top Reduces (Value $000, Stocks/ETFs)
EFV -8,125 -54.9%
QUAL -6,605 -43.7%
IVE -1,847 -10.9%
IAGG -1,744 -100.0%
THRO -1,324 -15.0%
BINC -1,243 -40.5%
SPEM -1,178 -18.3%
IEMG -880 -11.4%
XOM -726 -21.9%
CVX -724 -21.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,202 (0.3% of total reported value)
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