Cypress Wealth Services, LLC ETF holdings
Palm Desert, CA
Reported $557.0M in 227 ETFs in its Form 13F for June 30, 2026.
ETF value
$557.0M
ETFs held
227
Change from prior quarter
+16.9%
With price moves
ETFs as a share of its 13F
68.5%
of $812.7M
Top 10 of 227 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $47.1M | 535,606 | +177,871 shares |
| IVV | iShares Core S&P 500 ETF | $44.9M | 59,992 | +14,105 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $29.3M | 430,577 | +20,961 shares |
| IVW | iShares S&P 500 Growth ETF | $20.3M | 147,840 | +3,749 shares |
| CORO | iShares International Country Rotation Active ETF | $18.7M | 510,139 | +129,239 shares |
| SCHZ | Schwab U.S. Aggregate Bond ETF | $15.2M | 659,249 | +70,206 shares |
| IVE | iShares S&P 500 Value ETF | $15.1M | 66,607 | −13,765 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $13.2M | 17,649 | +688 shares |
| BAI | iShares A.I. Innovation and Tech Active ETF | $11.8M | 223,091 | −44,054 shares |
| EFG | iShares MSCI EAFE Growth ETF | $10.6M | 85,176 | +27,094 shares |
217 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001721527. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Cypress Wealth Services, LLC own?
Cypress Wealth Services, LLC reported 227 ETF positions worth $557.0M in its Form 13F for June 30, 2026. The largest was SPYM, at $47.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.