Cypress Wealth Services, LLC

13F filer · CIK 0001721527

Reported Jul 13, 2026

Net seller this quarter

13F portfolio value$815MU.S. long equity reported on 13F

Positions21414 new · 9 closed

Net flow last quarter-$3.96MBuys minus sells

Top 10 positions weight15.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 13, 2026214 positions
AAPLApple Inc.	$47M	5.77%	0.00%	-1.2%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$13.2M	1.62%	Not reported	+4.1%	Q4 2017
GOOGLAlphabet Inc.	$9.86M	1.21%	0.00%	-5.0%	Q4 2017
NVDANvidia Corp	$9.8M	1.20%	0.00%	+0.1%	Q2 2018
MSFTMicrosoft Corp	$9.54M	1.17%	0.00%	-0.4%	Q4 2017
AMZNAmazon Com Inc	$8.19M	1.00%	0.00%	-2.3%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$7.77M	0.95%	Not reported	+2.5%	Q2 2018
GOOGAlphabet Inc.	$7.69M	0.94%	Not reported	-0.4%	Q4 2017
THROTheron Resource Group	$7.51M	0.92%	2.20%	-28.6%	Q2 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$7.08M	0.87%	Not reported	-1.0%	Q4 2017
TSLATesla, Inc.	$6.73M	0.83%	0.00%	+2.5%	Q4 2017
JPMJPMorgan Chase & Co	$5.93M	0.73%	0.00%	-1.4%	Q4 2017
BRK.BBerkshire Hathaway Inc	$5.5M	0.67%	Not reported	-2.9%	Q4 2017
COSTCostco Wholesale Corp	$5.35M	0.66%	0.00%	-0.8%	Q4 2017
BEBloom Energy Corp	$5.01M	0.61%	0.01%	+5.3%	Q4 2024
AVGOBroadcom Inc.	$4.91M	0.60%	0.00%	+1.5%	Q4 2023
SHLDSears Holdings Corp	$4.23M	0.52%	0.06%	+20.6%	Q3 2025
MARMarriott International Inc	$3.62M	0.44%	0.00%	-0.1%	Q2 2023
CATCaterpillar Inc	$3.23M	0.40%	0.00%	-1.1%	Q4 2020
METAMeta Platforms, Inc.	$3.13M	0.38%	Not reported	+2.0%	Q4 2017
LLYELI LILLY & Co	$2.87M	0.35%	0.00%	-0.8%	Q2 2019
CSCOCisco Systems, Inc.	$2.85M	0.35%	0.00%	-0.1%	Q4 2017
MUMicron Technology Inc	$2.81M	0.34%	0.00%	+3.3%	Q2 2025
UPSUnited Parcel Service Inc	$2.81M	0.34%	0.00%	-0.7%	Q4 2017
JNJJohnson & Johnson	$2.69M	0.33%	0.00%	-12.5%	Q4 2017
CVXChevron Corp	$2.67M	0.33%	0.00%	-1.8%	Q4 2017
IAUIshares Gold Trust	$2.63M	0.32%	0.00%	+2.2%	Q3 2024
XOMExxonMobil Holdings Corp	$2.59M	0.32%	0.00%	-3.1%	Q4 2017
AXPAmerican Express Co	$2.2M	0.27%	0.00%	+0.1%	Q4 2017
GSGoldman Sachs Group Inc	$2.17M	0.27%	0.00%	-0.2%	Q4 2017
SHOPShopify Inc.	$1.97M	0.24%	0.00%	-4.7%	Q2 2019
WMTWalmart Inc.	$1.96M	0.24%	0.00%	+3.2%	Q4 2017
MRKMerck & Co., Inc.	$1.77M	0.22%	0.00%	-1.1%	Q4 2017
VVisa Inc.	$1.73M	0.21%	0.00%	-1.8%	Q4 2017
PSLVSprott Physical Silver Trust	$1.71M	0.21%	0.01%	0.0%	Q1 2021
TXNTexas Instruments Inc	$1.7M	0.21%	0.00%	+8.6%	Q1 2019
AMATApplied Materials Inc	$1.69M	0.21%	0.00%	-8.6%	Q3 2019
WFCWells Fargo & Company	$1.65M	0.20%	0.00%	-4.8%	Q4 2017
RBLXRoblox Corp	$1.6M	0.20%	0.00%	+0.2%	Q4 2021
VLOValero Energy Corp	$1.53M	0.19%	0.00%	+0.1%	Q4 2025
IBMInternational Business Machines Corp	$1.52M	0.19%	0.00%	-0.7%	Q4 2017
SLViShares Silver Trust	$1.44M	0.18%	0.01%	-1.3%	Q4 2020
PGPROCTER & GAMBLE Co	$1.43M	0.18%	0.00%	-19.7%	Q4 2017
MUCBlackRock Muniholdings California Quality Fund, Inc.	$1.37M	0.17%	Not reported	+3.0%	Q4 2017
ENSGEnsign Group, Inc	$1.36M	0.17%	0.01%	Not reported	Q4 2025
PHYSSprott Physical Gold Trust	$1.36M	0.17%	0.01%	Not reported	Q4 2020
PMPhilip Morris International Inc.	$1.28M	0.16%	0.00%	-9.7%	Q4 2017
DIASPDR Dow Jones Industrial Average ETF Trust	$1.26M	0.15%	Not reported	-6.8%	Q4 2017
VZVerizon Communications Inc	$1.23M	0.15%	0.00%	+0.5%	Q4 2017
ABBVAbbVie Inc.	$1.19M	0.15%	0.00%	+1.9%	Q4 2017

Q1 2026Reported Apr 15, 2026208 positions
AAPLApple Inc.	$41.8M	5.90%	0.00%	-2.1%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$11M	1.56%	Not reported	-5.0%	Q4 2017
MSFTMicrosoft Corp	$9.51M	1.34%	0.00%	+1.5%	Q4 2017
THROTheron Resource Group	$8.83M	1.25%	3.09%	+9.7%	Q2 2025
NVDANvidia Corp	$8.54M	1.21%	0.00%	-3.2%	Q2 2018
GOOGLAlphabet Inc.	$8.36M	1.18%	0.00%	-2.5%	Q4 2017
AMZNAmazon Com Inc	$7.32M	1.03%	0.00%	-2.3%	Q4 2017
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$6.7M	0.95%	Not reported	-1.7%	Q4 2017
GOOGAlphabet Inc.	$6.26M	0.88%	Not reported	-4.9%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$5.94M	0.84%	Not reported	-1.9%	Q2 2018
TSLATesla, Inc.	$5.8M	0.82%	0.00%	+1.1%	Q4 2017
COSTCostco Wholesale Corp	$5.75M	0.81%	0.00%	+1.4%	Q4 2017
BRK.BBerkshire Hathaway Inc	$5.42M	0.76%	Not reported	-3.8%	Q4 2017
JPMJPMorgan Chase & Co	$5.4M	0.76%	0.00%	-1.7%	Q4 2017
SHLDSears Holdings Corp	$4.16M	0.59%	0.05%	+34.2%	Q3 2025
AVGOBroadcom Inc.	$3.96M	0.56%	0.00%	-0.9%	Q4 2023
CVXChevron Corp	$3.4M	0.48%	0.00%	-1.1%	Q4 2017
XOMExxonMobil Holdings Corp	$3.31M	0.47%	0.00%	0.0%	Q4 2017
MARMarriott International Inc	$3.2M	0.45%	0.00%	-0.6%	Q2 2023
METAMeta Platforms, Inc.	$3.11M	0.44%	Not reported	-0.4%	Q4 2017
IAUIshares Gold Trust	$3M	0.42%	0.00%	-45.0%	Q3 2024
JNJJohnson & Johnson	$2.96M	0.42%	0.00%	-1.5%	Q4 2017
UPSUnited Parcel Service Inc	$2.58M	0.36%	0.00%	+4.2%	Q4 2017
LLYELI LILLY & Co	$2.22M	0.31%	0.00%	-8.2%	Q2 2019
PSLVSprott Physical Silver Trust	$2.21M	0.31%	0.01%	+1.7%	Q1 2021
CATCaterpillar Inc	$2.17M	0.31%	0.00%	+3.6%	Q4 2020
SHOPShopify Inc.	$2.14M	0.30%	0.00%	-2.1%	Q2 2019
BEBloom Energy Corp	$2.13M	0.30%	0.01%	+24.0%	Q4 2024
WMTWalmart Inc.	$2.08M	0.29%	0.00%	-5.3%	Q4 2017
AXPAmerican Express Co	$1.97M	0.28%	0.00%	-2.7%	Q4 2017
CSCOCisco Systems, Inc.	$1.89M	0.27%	0.00%	-3.9%	Q4 2017
SLViShares Silver Trust	$1.86M	0.26%	0.00%	-0.6%	Q4 2020
GSGoldman Sachs Group Inc	$1.82M	0.26%	0.00%	+0.6%	Q4 2017
PGPROCTER & GAMBLE Co	$1.75M	0.25%	0.00%	-14.4%	Q4 2017
ENSGEnsign Group, Inc	$1.7M	0.24%	0.01%	-2.3%	Q4 2025
WFCWells Fargo & Company	$1.67M	0.24%	0.00%	-0.4%	Q4 2017
MRKMerck & Co., Inc.	$1.67M	0.24%	0.00%	+1.5%	Q4 2017
RBLXRoblox Corp	$1.66M	0.23%	0.00%	+0.2%	Q4 2021
PHYSSprott Physical Gold Trust	$1.59M	0.22%	0.01%	+7.7%	Q4 2020
VVisa Inc.	$1.55M	0.22%	0.00%	+7.5%	Q4 2017
VLOValero Energy Corp	$1.45M	0.21%	0.00%	-8.0%	Q4 2025
VZVerizon Communications Inc	$1.45M	0.20%	0.00%	-6.5%	Q4 2017
IBMInternational Business Machines Corp	$1.32M	0.19%	0.00%	+2.2%	Q4 2017
PMPhilip Morris International Inc.	$1.29M	0.18%	0.00%	-0.6%	Q4 2017
MUCBlackRock Muniholdings California Quality Fund, Inc.	$1.26M	0.18%	Not reported	+93.7%	Q4 2017
DIASPDR Dow Jones Industrial Average ETF Trust	$1.2M	0.17%	Not reported	0.0%	Q4 2017
HDHome Depot, Inc.	$1.14M	0.16%	0.00%	-2.6%	Q4 2017
NFLXNetflix Inc	$1.14M	0.16%	0.00%	+1.7%	Q2 2018
WABCWestamerica Bancorporation	$1.14M	0.16%	0.09%	Not reported	Q2 2021
AIGAmerican International Group, Inc.	$1.03M	0.15%	0.00%	-7.6%	Q4 2025

Q4 2025Reported Jan 14, 2026206 positions
AAPLApple Inc.	$45.7M	6.32%	0.00%	+23.4%	Q4 2017
MSFTMicrosoft Corp	$12.2M	1.69%	0.00%	+49.6%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$12.2M	1.68%	Not reported	+14.9%	Q4 2017
NVDANvidia Corp	$9.43M	1.31%	0.00%	+19.7%	Q2 2018
GOOGLAlphabet Inc.	$9.33M	1.29%	0.00%	+4.8%	Q4 2017
THROTheron Resource Group	$8.58M	1.19%	2.82%	+13.0%	Q2 2025
AMZNAmazon Com Inc	$8.31M	1.15%	0.00%	+30.9%	Q4 2017
GOOGAlphabet Inc.	$7.2M	1.00%	Not reported	+17.0%	Q4 2017
TSLATesla, Inc.	$6.94M	0.96%	0.00%	+22.4%	Q4 2017
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$6.6M	0.91%	Not reported	+0.2%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$6.45M	0.89%	Not reported	+56.6%	Q2 2018
JPMJPMorgan Chase & Co	$6.02M	0.83%	0.00%	+68.1%	Q4 2017
BRK.BBerkshire Hathaway Inc	$5.91M	0.82%	Not reported	+5.4%	Q4 2017
IAUIshares Gold Trust	$5.03M	0.70%	0.01%	+10.2%	Q3 2024
COSTCostco Wholesale Corp	$4.91M	0.68%	0.00%	+16.9%	Q4 2017
AVGOBroadcom Inc.	$4.47M	0.62%	0.00%	+58.2%	Q4 2023
METAMeta Platforms, Inc.	$3.61M	0.50%	Not reported	+9.0%	Q4 2017
MARMarriott International Inc	$3.05M	0.42%	0.00%	-1.3%	Q2 2023
SHOPShopify Inc.	$2.97M	0.41%	0.00%	+7.4%	Q2 2019
SHLDSears Holdings Corp	$2.83M	0.39%	0.04%	+18.5%	Q3 2025
LLYELI LILLY & Co	$2.83M	0.39%	0.00%	-0.8%	Q2 2019
JNJJohnson & Johnson	$2.54M	0.35%	0.00%	+71.2%	Q4 2017
CVXChevron Corp	$2.53M	0.35%	0.00%	+64.0%	Q4 2017
UPSUnited Parcel Service Inc	$2.5M	0.35%	0.00%	-0.7%	Q4 2017
AXPAmerican Express Co	$2.47M	0.34%	0.00%	+9.0%	Q4 2017
RBLXRoblox Corp	$2.37M	0.33%	0.00%	Not reported	Q4 2021
XOMExxonMobil Holdings Corp	$2.35M	0.33%	0.00%	+21.7%	Q4 2017
PSLVSprott Physical Silver Trust	$2.11M	0.29%	0.01%	+4.0%	Q1 2021
PGPROCTER & GAMBLE Co	$2.03M	0.28%	0.00%	+354.3%	Q4 2017
WMTWalmart Inc.	$1.97M	0.27%	0.00%	+17.9%	Q4 2017
WFCWells Fargo & Company	$1.97M	0.27%	0.00%	+22.9%	Q4 2017
CSCOCisco Systems, Inc.	$1.95M	0.27%	0.00%	+91.8%	Q4 2017
GSGoldman Sachs Group Inc	$1.88M	0.26%	0.00%	+14.1%	Q4 2017
SLViShares Silver Trust	$1.77M	0.24%	0.01%	-4.0%	Q4 2020
CATCaterpillar Inc	$1.69M	0.23%	0.00%	Not reported	Q4 2020
VVisa Inc.	$1.67M	0.23%	0.00%	+35.5%	Q4 2017
IBMInternational Business Machines Corp	$1.58M	0.22%	0.00%	+187.0%	Q4 2017
ENSGEnsign Group, Inc	$1.51M	0.21%	0.01%	New	Q4 2025
MRKMerck & Co., Inc.	$1.44M	0.20%	0.00%	+257.0%	Q4 2017
PHYSSprott Physical Gold Trust	$1.38M	0.19%	0.01%	-0.3%	Q4 2020
AIGAmerican International Group, Inc.	$1.27M	0.18%	0.00%	New	Q4 2025
PMPhilip Morris International Inc.	$1.26M	0.17%	0.00%	+3.1%	Q4 2017
VZVerizon Communications Inc	$1.26M	0.17%	0.00%	+54.1%	Q4 2017
DIASPDR Dow Jones Industrial Average ETF Trust	$1.24M	0.17%	Not reported	+37.3%	Q4 2017
ORCLOracle Corp	$1.23M	0.17%	0.00%	+12.5%	Q4 2017
HDHome Depot, Inc.	$1.22M	0.17%	0.00%	+107.7%	Q4 2017
PLTRPalantir Technologies Inc.	$1.2M	0.17%	0.00%	+57.6%	Q1 2025
AMGNAmgen Inc	$1.2M	0.17%	0.00%	+21.9%	Q4 2017
BEBloom Energy Corp	$1.1M	0.15%	0.01%	+1.5%	Q4 2024
NFLXNetflix Inc	$1.09M	0.15%	0.00%	+32.6%	Q2 2018

Q3 2025Reported Oct 15, 2025182 positions
AAPLApple Inc.	$34.7M	5.68%	0.00%	+1.2%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$10.3M	1.69%	Not reported	-0.4%	Q4 2017
MSFTMicrosoft Corp	$8.77M	1.44%	0.00%	+1.2%	Q4 2017
NVDANvidia Corp	$7.89M	1.29%	0.00%	+2.6%	Q2 2018
THROTheron Resource Group	$7.45M	1.22%	2.49%	+3.6%	Q2 2025
GOOGLAlphabet Inc.	$6.91M	1.13%	0.00%	-8.1%	Q4 2017
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$6.47M	1.06%	Not reported	-1.0%	Q4 2017
AMZNAmazon Com Inc	$6.04M	0.99%	0.00%	+9.6%	Q4 2017
TSLATesla, Inc.	$5.61M	0.92%	0.00%	+0.2%	Q4 2017
BRK.BBerkshire Hathaway Inc	$5.61M	0.92%	Not reported	+3.1%	Q4 2017
GOOGAlphabet Inc.	$4.77M	0.78%	Not reported	-4.4%	Q4 2017
COSTCostco Wholesale Corp	$4.51M	0.74%	0.00%	+5.7%	Q4 2017
IAUIshares Gold Trust	$4.09M	0.67%	0.01%	+31.5%	Q3 2024
QQQInvesco QQQ Trust, Series 1	$4.03M	0.66%	Not reported	+2.7%	Q2 2018
METAMeta Platforms, Inc.	$3.68M	0.60%	Not reported	+2.6%	Q4 2017
JPMJPMorgan Chase & Co	$3.51M	0.57%	0.00%	+6.1%	Q4 2017
AVGOBroadcom Inc.	$2.69M	0.44%	0.00%	+29.5%	Q4 2023
MARMarriott International Inc	$2.6M	0.43%	0.00%	+8.1%	Q2 2023
SHLDSears Holdings Corp	$2.59M	0.42%	0.03%	New	Q3 2025
SHOPShopify Inc.	$2.55M	0.42%	0.00%	+0.8%	Q2 2019
UPSUnited Parcel Service Inc	$2.12M	0.35%	0.00%	+0.1%	Q4 2017
AXPAmerican Express Co	$2.04M	0.33%	0.00%	+0.4%	Q4 2017
LLYELI LILLY & Co	$2.02M	0.33%	0.00%	+11.6%	Q2 2019
XOMExxonMobil Holdings Corp	$1.81M	0.30%	0.00%	+0.1%	Q4 2017
ORCLOracle Corp	$1.58M	0.26%	0.00%	-10.9%	Q4 2017
CVXChevron Corp	$1.57M	0.26%	0.00%	+5.4%	Q4 2017
WMTWalmart Inc.	$1.55M	0.25%	0.00%	+2.7%	Q4 2017
GSGoldman Sachs Group Inc	$1.49M	0.24%	0.00%	+8.4%	Q4 2017
WFCWells Fargo & Company	$1.44M	0.24%	0.00%	+5.2%	Q4 2017
PSLVSprott Physical Silver Trust	$1.35M	0.22%	0.02%	0.0%	Q1 2021
JNJJohnson & Johnson	$1.33M	0.22%	0.00%	+8.1%	Q4 2017
PHYSSprott Physical Gold Trust	$1.24M	0.20%	0.01%	Not reported	Q4 2020
PMPhilip Morris International Inc.	$1.24M	0.20%	0.00%	+0.3%	Q4 2017
SLViShares Silver Trust	$1.21M	0.20%	0.01%	-1.9%	Q4 2020
VVisa Inc.	$1.2M	0.20%	0.00%	+3.3%	Q4 2017
WABCWestamerica Bancorporation	$1.09M	0.18%	0.09%	Not reported	Q2 2021
BEBloom Energy Corp	$1.06M	0.17%	0.01%	+0.5%	Q4 2024
NFLXNetflix Inc	$1.05M	0.17%	0.00%	-0.5%	Q2 2018
IBITiShares Bitcoin Trust ETF	$1.03M	0.17%	0.00%	+2.3%	Q2 2024
ANETArista Networks, Inc.	$1.01M	0.17%	0.00%	-3.3%	Q1 2025
BLKBlackRock, Inc.	$950K	0.16%	0.00%	-16.7%	Q4 2017
CSCOCisco Systems, Inc.	$903K	0.15%	0.00%	+5.9%	Q4 2017
VZVerizon Communications Inc	$879K	0.14%	0.00%	+3.4%	Q4 2017
DIASPDR Dow Jones Industrial Average ETF Trust	$872K	0.14%	Not reported	+1.8%	Q4 2017
WPMWheaton Precious Metals Corp.	$860K	0.14%	0.00%	-17.2%	Q4 2017
AMGNAmgen Inc	$846K	0.14%	0.00%	+0.1%	Q4 2017
SCHWSchwab Charles Corp	$822K	0.13%	0.00%	+0.1%	Q4 2019
DISWalt Disney Co	$809K	0.13%	0.00%	-4.9%	Q4 2017
PLTRPalantir Technologies Inc.	$784K	0.13%	0.00%	+15.9%	Q1 2025
AGIAlamos Gold Inc	$772K	0.13%	0.01%	Not reported	Q3 2024

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