Cypress Wealth Services
Cypress Wealth Services reported 421 stocks worth $845M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are AAPL (6.4%), SPYM (6.4%) and IVV (5.7%). Compared with Q2 2026, the fund opened new positions in ACWX and XOM, added to AAPL, SPYM and IVV, trimmed DYNF, SPY and MGK and sold out of XOM, ZNOV and XAR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $54.3M | 6.4% | 163K | +205 (+0%) | 8 of 8 | |
| 2 |  SPYM Spdr Series Trust | $54M | 6.4% | 589K | +53K (+10%) | 8 of 8 | |
| 3 |  IVV Ishares TR | $48.4M | 5.7% | 62K | +1,849 (+3%) | 8 of 8 | |
| 4 |  DYNF Blackrock ETF Trust | $26.9M | 3.2% | 382K | −49K (−11%) | 8 of 8 | |
| 5 |  CORO Ishares International Country Rotation Active ETF | $22.3M | 2.6% | 608K | +97K (+19%) | 3 of 8 | |
| 6 |  IVW Ishares TR | $22M | 2.6% | 151K | +2,662 (+2%) | 8 of 8 | |
| 7 |  SCHZ Schwab US Aggregate Bond | $17M | 2.0% | 774K | +115K (+17%) | 8 of 8 | |
| 8 |  IVE Ishares TR | $15.4M | 1.8% | 67K | No change | 8 of 8 | |
| 9 |  MSFT Microsoft Corp | $13.7M | 1.6% | 26K | +215 (+1%) | 8 of 8 | |
| 10 |  SPY Spdr S&P 500 ETF TR | $13.6M | 1.6% | 17K | −206 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $2.6M | 19K |
 ZNOV Innovator Etfs Trust | $1.6M | 60K |
 XAR Spdr Series Trust | $445K | 1,567 |
 GNMA Ishares TR | $416K | 9,411 |
 AVDE American Centy ETF TR | $346K | 3,881 |
🔒 Free account: see all 17.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 BE Bloom Energy Corp | Put | $1.1M | 3,700 | +3,700 |
AAPL Apple Inc | Put | $734K | 2,200 | 0 |
 NVDA Nvidia Corporation | Put | $96K | 400 | −1,100 |
 QQQ Invesco Qqq TR | Call | $76K | 100 | +100 |
QQQ Invesco Qqq TR | Put | $76K | 100 | 0 |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cypress Wealth Services 13F FAQ
What does Cypress Wealth Services own?
Cypress Wealth Services reported 421 stocks worth $845M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are AAPL (6.4%), SPYM (6.4%) and IVV (5.7%). The table above lists every position in the filing (the top 10 without an account).
What did Cypress Wealth Services buy and sell in Q3 2026?
Compared with Q2 2026: 16 new positions, 143 added to, 149 trimmed and 17 sold out. New positions include ACWX and XOM. It sold all of XOM, ZNOV and XAR.
When will Cypress Wealth Services file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Cypress Wealth Services's portfolio worth?
The Q3 2026 filing reports $845M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.