Cypress Wealth Services, LLC

PALM DESERT, CA · CIK 1721527 · 13F filing filed 2026-07-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyPalm Desert, CA

$812.7m reported value +14.7% vs Q1 2026

422positions

32.3%in top 10

38 new 130 added 186 reduced 13 sold out vs Q1 2026

Options: 8 call positions ($653.1k notional), 6 put positions ($1.5m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	535,606	$47.1m5.79%	5.79%	Added +177.9k	+177,871 49.7%
2	APPLE INC COM AAPL	AAPL	162,581	$47.0m5.79%	5.79%	Reduced -2.0k	-1,970 -1.2%
3	ISHARES TR CORE S&P500 ETF IVV	IVV	59,992	$44.9m5.53%	5.53%	Added +14.1k	+14,105 30.7%
4	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	430,577	$29.3m3.60%	3.60%	Added +21.0k	+20,961 5.1%
5	ISHARES TR S&P 500 GRWT ETF IVW	IVW	147,840	$20.3m2.50%	2.50%	Added +3.7k	+3,749 2.6%
6	BLACKROCK ETF TRUST ISHA IN CTRY ETF CORO	CORO	510,139	$18.7m2.30%	2.30%	Added +129.2k	+129,239 33.9%
7	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	659,249	$15.2m1.88%	1.88%	Added +70.2k	+70,206 11.9%
8	ISHARES TR S&P 500 VAL ETF IVE	IVE	66,607	$15.1m1.86%	1.86%	Reduced -13.8k	-13,765 -17.1%
9	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	17,649	$13.2m1.62%	1.62%	Added +688	+688 4.1%
10	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	223,091	$11.8m1.45%	1.45%	Reduced -44.1k	-44,054 -16.5%
11	ISHARES TR EAFE GRWTH ETF EFG	EFG	85,176	$10.6m1.30%	1.30%	Added +27.1k	+27,094 46.6%
12	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	117,719	$10.3m1.27%	1.27%	Reduced -2.7k	-2,676 -2.2%
13	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	14,794	$10.2m1.25%	1.25%	Added +10	+10 0.1%
14	ALPHABET INC CAP STK CL A GOOGL	GOOGL	27,595	$9.9m1.21%	1.21%	Reduced -1.5k	-1,460 -5.0%
15	ISHARES TR CORE TOTAL USD IUSB	IUSB	212,533	$9.8m1.21%	1.21%	Added +45.7k	+45,747 27.4%
16	NVIDIA CORPORATION COM NVDA	NVDA	48,975	$9.8m1.21%	1.21%	Added +23	+23 0.1%
17	MICROSOFT CORP COM MSFT	MSFT	25,579	$9.5m1.17%	1.17%	Reduced -113	-113 -0.4%
18	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	56,035	$9.2m1.13%	1.13%	Reduced -318	-318 -0.6%
19	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	38,773	$8.5m1.05%	1.05%	Reduced -40.0k	-40,016 -50.8%
20	BLACKROCK ETF TRUST ISHA LA CORE ETF BLCR	BLCR	167,959	$8.5m1.04%	1.04%	Added +10.7k	+10,735 6.8%
21	ISHARES TR S&P 100 ETF OEF	OEF	23,100	$8.5m1.04%	1.04%	Added +1.6k	+1,591 7.4%
22	AMAZON COM INC COM AMZN	AMZN	34,351	$8.2m1.01%	1.01%	Reduced -800	-800 -2.3%
23	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	114,099	$8.1m1.00%	1.00%	Added +13.6k	+13,582 13.5%
24	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	10,553	$7.8m0.96%	0.96%	Added +253	+253 2.5%
25	ALPHABET INC CAP STK CL C GOOG	GOOG	21,751	$7.7m0.95%	0.95%	Reduced -78	-78 -0.4%
26	BLACKROCK ETF TRUST ISHARES US THEMA THRO	THRO	174,175	$7.5m0.92%	0.92%	Reduced -69.7k	-69,696 -28.6%
27	VANGUARD INDEX FDS MID CAP ETF VO	VO	89,687	$7.2m0.89%	0.89%	Reduced -741	-741 -0.8%
28	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	44,777	$7.1m0.87%	0.87%	Reduced -444	-444 -1.0%
29	ISHARES INC CORE MSCI EMKT IEMG	IEMG	82,503	$6.8m0.84%	0.84%	Reduced -28.1k	-28,113 -25.4%
30	TESLA INC COM TSLA	TSLA	16,005	$6.7m0.83%	0.83%	Added +392	+392 2.5%
31	ISHARES TR EAFE VALUE ETF EFV	EFV	87,184	$6.7m0.82%	0.82%	Reduced -111.9k	-111,855 -56.2%
32	VANGUARD INDEX FDS SMALL CP ETF VB	VB	21,838	$6.6m0.81%	0.81%	Added +41	+41 0.2%
33	JPMORGAN CHASE & CO COM JPM	JPM	18,115	$5.9m0.73%	0.73%	Reduced -259	-259 -1.4%
34	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	36,043	$5.8m0.72%	0.72%	Reduced -10.4k	-10,375 -22.4%
35	ISHARES TR MBS ETF MBB	MBB	61,414	$5.8m0.71%	0.71%	Added +4.6k	+4,571 8.0%
36	ISHARES TR US TREAS BD ETF GOVT	GOVT	243,728	$5.6m0.68%	0.68%	Added +16.7k	+16,700 7.4%
37	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	10,983	$5.5m0.68%	0.68%	Reduced -325	-325 -2.9%
38	COSTCO WHSL CORP NEW COM COST	COST	5,723	$5.4m0.66%	0.66%	Reduced -47	-47 -0.8%
39	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	101,303	$5.2m0.65%	0.65%	Reduced -35.6k	-35,624 -26.0%
40	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	21,472	$5.1m0.63%	0.63%	Reduced -956	-956 -4.3%
41	BLOOM ENERGY CORP COM CL A BE	BE	16,544	$5.0m0.62%	0.62%	Added +837	+837 5.3%
42	BROADCOM INC COM AVGO	AVGO	12,989	$4.9m0.60%	0.60%	Added +194	+194 1.5%
43	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	56,220	$4.6m0.57%	0.57%	Added +929	+929 1.7%
44	ISHARES TR U.S. TECH ETF IYW	IYW	18,410	$4.6m0.57%	0.57%	Reduced -50	-50 -0.3%
45	BLACKROCK ETF TRUST ISHA SYST AL ETF IALT	IALT	158,734	$4.5m0.55%	0.55%	New
46	ISHARES TR MSCI USA MMENTM MTUM	MTUM	12,532	$4.3m0.53%	0.53%	Reduced -2.8k	-2,762 -18.1%
47	ISHARES TR PFD AND INCM SEC PFF	PFF	140,409	$4.3m0.53%	0.53%	Reduced -871	-871 -0.6%
48	GLOBAL X FDS DEFENSE TECH ETF SHLD	SHLD	70,822	$4.2m0.52%	0.52%	Added +12.1k	+12,119 20.6%
49	MARRIOTT INTL INC NEW CL A MAR	MAR	9,774	$3.6m0.45%	0.45%	Reduced -8	-8 -0.1%
50	ISHARES TR MSCI INTL VLU FT IVLU	IVLU	85,628	$3.6m0.44%	0.44%	Reduced -3.5k	-3,462 -3.9%
51	ISHARES TR IBOXX HI YD ETF HYG	HYG	44,762	$3.6m0.44%	0.44%	Added +259	+259 0.6%
52	CATERPILLAR INC COM CAT	CAT	3,033	$3.2m0.40%	0.40%	Reduced -33	-33 -1.1%
53	META PLATFORMS INC CL A META	META	5,548	$3.1m0.38%	0.38%	Added +106	+106 1.9%
54	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	55,990	$3.1m0.38%	0.38%	Reduced -2.4k	-2,353 -4.0%
55	BLACKROCK ETF TRUST ISHARES DEFENSE IDEF	IDEF	95,826	$3.0m0.37%	0.37%	Added +14.9k	+14,905 18.4%
56	ISHARES TR NATIONAL MUN ETF MUB	MUB	27,085	$2.9m0.36%	0.36%	Reduced -1.7k	-1,741 -6.0%
57	ISHARES TR SELECT DIVID ETF DVY	DVY	18,526	$2.9m0.36%	0.36%	Reduced -198	-198 -1.1%
58	ELI LILLY & CO COM LLY	LLY	2,396	$2.9m0.35%	0.35%	Reduced -20	-20 -0.8%
59	CISCO SYS INC COM CSCO	CSCO	24,296	$2.9m0.35%	0.35%	Reduced -21	-21 -0.1%
60	MICRON TECHNOLOGY INC COM MU	MU	2,434	$2.8m0.35%	0.35%	Added +77	+77 3.3%
61	UNITED PARCEL SERVICE INC CL B UPS	UPS	26,106	$2.8m0.35%	0.35%	Reduced -170	-170 -0.7%
62	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	86,541	$2.7m0.34%	0.34%	Reduced -651	-651 -0.8%
63	JOHNSON & JOHNSON COM JNJ	JNJ	10,579	$2.7m0.33%	0.33%	Reduced -1.5k	-1,511 -12.5%
64	AIM ETF PRODUCTS TRUST ALLIANZIM US EQU NVBU	NVBU	86,684	$2.7m0.33%	0.33%	Reduced -9.0k	-8,995 -9.4%
65	CHEVRON CORP NEW COM CVX	CVX	16,117	$2.7m0.33%	0.33%	Reduced -298	-298 -1.8%
66	ISHARES GOLD TR ISHARES NEW IAU	IAU	34,847	$2.6m0.32%	0.32%	Added +764	+764 2.2%
67	ISHARES TR 10-20 YR TRS ETF TLH	TLH	25,980	$2.6m0.32%	0.32%	Reduced -6.8k	-6,815 -20.8%
68	EXXON MOBIL CORP COM XOM	XOM	18,911	$2.6m0.32%	0.32%	Reduced -605	-605 -3.1%
69	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	30,792	$2.5m0.31%	0.31%	Reduced -4.7k	-4,740 -13.3%
70	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	30,130	$2.5m0.31%	0.31%	Added +27	+27 0.1%
71	VANGUARD WORLD FD CONSUM STP ETF VDC	VDC	10,835	$2.4m0.30%	0.30%	Reduced -115	-115 -1.1%
72	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	48,764	$2.4m0.29%	0.29%	Added +2.5k	+2,490 5.4%
73	BONDBLOXX ETF TRUST BLOOMBERG TEN YR XTEN	XTEN	49,229	$2.2m0.28%	0.28%	Added +5.8k	+5,778 13.3%
74	AMERICAN EXPRESS CO COM AXP	AXP	6,507	$2.2m0.27%	0.27%	Added +8	+8 0.1%
75	GOLDMAN SACHS GROUP INC COM GS	GS	2,149	$2.2m0.27%	0.27%	Reduced -5	-5 -0.2%
76	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	34,427	$2.1m0.25%	0.25%	Added +4.4k	+4,400 14.7%
77	ISHARES TR RUS 1000 ETF IWB	IWB	4,911	$2.0m0.25%	0.25%	Reduced -453	-453 -8.4%
78	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	17,217	$2.0m0.24%	0.24%	Reduced -840	-840 -4.7%
79	WALMART INC COM WMT	WMT	17,284	$2.0m0.24%	0.24%	Added +540	+540 3.2%
80	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	34,859	$1.8m0.22%	0.22%	Reduced -24.2k	-24,222 -41.0%
81	MERCK & CO INC COM MRK	MRK	13,738	$1.8m0.22%	0.22%	Reduced -156	-156 -1.1%
82	ISHARES TR ESG MSCI LEADR SUSL	SUSL	13,229	$1.8m0.22%	0.22%	Reduced -296	-296 -2.2%
83	VISA INC COM CL A V	V	5,034	$1.7m0.21%	0.21%	Reduced -93	-93 -1.8%
84	ISHARES TR EUROPE ETF IEV	IEV	23,567	$1.7m0.21%	0.21%	Reduced -980	-980 -4.0%
85	SPROTT PHYSICAL SILVER TR TR UNIT PSLV	PSLV	90,754	$1.7m0.21%	0.21%	Added +14	+14 0.0%
86	TEXAS INSTRS INC COM TXN	TXN	5,715	$1.7m0.21%	0.21%	Added +451	+451 8.6%
87	APPLIED MATLS INC COM AMAT	AMAT	2,339	$1.7m0.21%	0.21%	Reduced -220	-220 -8.6%
88	WELLS FARGO CO NEW COM WFC	WFC	20,018	$1.7m0.20%	0.20%	Reduced -1.0k	-1,015 -4.8%
89	INNOVATOR ETFS TRUST EQUITY DEFINED P ZNOV	ZNOV	59,888	$1.6m0.20%	0.20%	Unchanged
90	ROBLOX CORP CL A RBLX	RBLX	29,394	$1.6m0.20%	0.20%	Added +63	+63 0.2%
91	BLACKROCK ETF TRUST II ISHA GLO USD ETF GGOV	GGOV	30,979	$1.6m0.19%	0.19%	New
92	VALERO ENERGY CORP COM VLO	VLO	5,886	$1.5m0.19%	0.19%	Added +6	+6 0.1%
93	ISHARES TR EXPND TEC SC ETF IGM	IGM	9,364	$1.5m0.19%	0.19%	Unchanged
94	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	5,410	$1.5m0.19%	0.19%	Reduced -39	-39 -0.7%
95	INNOVATOR ETFS TRUST US EQTY PWR BUF PJUL	PJUL	30,531	$1.5m0.18%	0.18%	Reduced -7.6k	-7,636 -20.0%
96	ISHARES SILVER TR ISHARES SLV	SLV	26,951	$1.4m0.18%	0.18%	Reduced -361	-361 -1.3%
97	PROCTER AND GAMBLE CO COM PG	PG	9,735	$1.4m0.18%	0.18%	Reduced -2.4k	-2,390 -19.7%
98	BLACKROCK MUNIHLDNGS CALI QL COM MUC	MUC	124,509	$1.4m0.17%	0.17%	Added +3.6k	+3,570 3.0%
99	VANGUARD WORLD FD INF TECH ETF VGT	VGT	11,414	$1.4m0.17%	0.17%	Reduced -674	-674 -5.6%
100	ISHARES TR GLOBAL TECH ETF IXN	IXN	9,424	$1.4m0.17%	0.17%	Reduced -76	-76 -0.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR IAGG	IAGG	34,856	$1.7m34.9k shares
STARBUCKS CORP SBUX	SBUX	7,115	$637.4k7.1k shares
HONEYWELL INTL INC		1,357	$613.4k1.4k shares
BALL CORP BALL	BALL	6,596	$389.9k6.6k shares
ABBOTT LABS ABT	ABT	2,867	$294.4k2.9k shares
LINDE PLC LIN	LIN	530	$262.7k530 shares
ISHARES TR ICVT	ICVT	2,502	$254.7k2.5k shares
ANTERO RESOURCES CORP AR	AR	5,014	$212.8k5.0k shares
AUTODESK INC ADSK	ADSK	876	$209.7k876 shares
NEXTERA ENERGY INC NEE	NEE	2,223	$206.5k2.2k shares
WAYFAIR INC W	W	2,673	$201.0k2.7k shares
FIRST FNDTN INC FFWM	FFWM	16,283	$96.1k16.3k shares
BITFARMS LTD BITF	BITF	23,750	$46.3k23.8k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
APPLE INC AAPL · Put	AAPL	Put	2,200	$636.6k2.2k shares	New
COSTCO WHSL CORP NEW COST · Put	COST	Put	500	$467.7k500 shares	New
SPDR S&P 500 ETF TR SPY · Call	SPY	Call	500	$373.4k500 shares	New
NVIDIA CORPORATION NVDA · Put	NVDA	Put	1,500	$300.1k1.5k shares	New
HOME DEPOT INC HD · Call	HD	Call	400	$141.1k400 shares	New
INVESCO QQQ TR QQQ · Put	QQQ	Put	100	$73.6k100 shares	New
SPACE EXPLORATION TECHN CORP SPCX · Put	SPCX	Put	300	$51.3k300 shares	New
ACCENTURE PLC IRELAND ACN · Call	ACN	Call	300	$37.3k300 shares	New
SELECT SECTOR SPDR TR XLF · Call	XLF	Call	600	$32.2k600 shares	New
ISHARES TR IWM · Call	IWM	Call	100	$30.0k100 shares	New
COREWEAVE INC CRWV · Put	CRWV	Put	200	$19.9k200 shares	New
FIRST MAJESTIC SILVER CORP AG · Call	AG	Call	1,000	$17.0k1.0k shares	New
NETFLIX INC NFLX · Call	NFLX	Call	200	$14.3k200 shares	New
MEDTRONIC PLC MDT · Call	MDT	Call	100	$7.8k100 shares	New