Cypress Wealth Services, LLC

Q3 2026 13F-HR Holdings

Location
Palm Desert, CA
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
434
Total value ($000)
$847,557
Net value change ($000)
+32,621 (4.0%)
New positions
16
Sold out positions
16
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
IEFA 8,254 993.3%
AAPL 7,266 15.4%
SPYM 6,952 14.8%
ACWX 4,582 NEW
MSFT 4,112 43.1%
CORO 3,630 19.4%
IVV 3,466 7.7%
BLCR 3,379 39.9%
EXXONMOBIL HOLDINGS CORP 3,060 NEW
NVDA 2,079 21.2%
Top Reduces (Value $000, Stocks/ETFs)
MBB -5,024 -86.5%
SPMO -4,903 -84.2%
MTUM -3,758 -87.5%
EFG -3,592 -33.9%
XOM -2,585 -100.0%
DYNF -2,404 -8.2%
IEMG -2,322 -34.0%
NVBU -1,704 -63.7%
ZNOV -1,645 -100.0%
BAI -1,345 -11.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,370 (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