Cypress Wealth Services, LLC
All 13F Filings
- Location
- Palm Desert, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 814,936
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/10/2026 | 436 | 814,936 | 13F-HR | Cypress Wealth Services, LLC |
| Q1 2026 | 4/15/2026 | 397 | 708,343 | 13F-HR | Cypress Wealth Services, LLC |
| Q4 2025 | 1/14/2026 | 389 | 722,660 | 13F-HR | Cypress Wealth Services, LLC |
| Q3 2025 | 10/15/2025 | 346 | 610,633 | 13F-HR | Cypress Wealth Services, LLC |
| Q2 2025 | 7/28/2025 | 318 | 558,614 | 13F-HR | Cypress Wealth Services, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.202 K
(0.3% of total reported value)
· QoQ Δ:
+2.202 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 282.2 K | 34.7% | 27.79 K | 0 | 27.79 K |
| ETFs | 529.7 K | 65.2% | 76.56 K | 0 | 76.56 K |
| Debt | 859 | 0.1% | 50 | 0 | 50 |
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Fund Snapshot
Q2 2026
Latest filed
7/10/2026
Total value ($000)
814,936
Holdings
436
QoQ value change ($000)
106,593
(15.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.