1y return+20.1%S&P 500 +20.9%
3y return+52.1%S&P 500 +68.5%
5y return+44.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $159 against $200 in the S&P 500.2
Cypress Wealth Services, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYMSpdr Series Trust | $47.1M | 5.8% | +49.7% |
| AAPLApple Inc | $47.0M | 5.8% | −1.2% |
| IVVIshares Tr | $44.9M | 5.5% | +30.7% |
| DYNFBlackrock Etf Trust | $29.3M | 3.6% | +5.1% |
| IVWIshares Tr | $20.3M | 2.5% | +2.6% |
| COROBlackrock Etf Trust | $18.7M | 2.3% | +33.9% |
| SCHZSchwab Strategic Tr | $15.2M | 1.9% | +11.9% |
| IVEIshares Tr | $15.1M | 1.9% | −17.1% |
| SPYState Str Spdr S&p 500 Etf T | $13.2M | 1.6% | +4.1% |
| BAIBlackrock Etf Trust | $11.8M | 1.4% | −16.5% |
| EFGIshares Tr | $10.6M | 1.3% | +46.6% |
| MGKVanguard World Fd | $10.3M | 1.3% | −2.2% |
| VOOVanguard Index Fds | $10.2M | 1.3% | |
| GOOGLAlphabet Inc | $9.9M | 1.2% | −5.0% |
| IUSBIshares Tr | $9.8M | 1.2% | +27.4% |
| NVDANvidia Corporation | $9.8M | 1.2% | |
| MSFTMicrosoft Corp | $9.5M | 1.2% | |
| ESGUIshares Tr | $9.2M | 1.1% | |
| QUALIshares Tr | $8.5M | 1.0% | −50.8% |
| BLCRBlackrock Etf Trust | $8.5M | 1.0% | +6.8% |
| OEFIshares Tr | $8.5M | 1.0% | +7.4% |
| AMZNAmazon Com Inc | $8.2M | 1.0% | −2.3% |
| VEAVanguard Tax-managed Fds | $8.1M | 1.0% | +13.5% |
| QQQInvesco Qqq Tr | $7.8M | 1.0% | +2.5% |
| GOOGAlphabet Inc | $7.7M | 0.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2020 | +1432.6% | $9.8M |
| GOOGLAlphabet Inc | December 31, 2020 | +307.8% | $9.9M |
| GOOGAlphabet Inc | December 31, 2020 | +303.4% | $7.7M |
| JPMJpmorgan Chase & Co | December 31, 2020 | +157.6% | $5.9M |
| COSTCostco Wholesale Corporation | December 31, 2020 | +148.3% | $5.4M |
| QQQInvesco Qqq Tr | December 31, 2020 | +134.7% | $7.8M |
| AAPLApple Inc | December 31, 2020 | +118.1% | $47.0M |
| BRK/BBerkshire Hathaway Inc Del | December 31, 2020 | +115.8% | $5.5M |
| MGKVanguard World Fd | December 31, 2020 | +115.7% | $10.3M |
| VOOVanguard Index Fds | December 31, 2020 | +99.8% | $10.2M |
Sold off last quarter
- IAGGIshares Tr was $1.7M
- SBUXStarbucks Corp was $637K
- Honeywell Intl IncCUSIP 438516106 was $613K
- BALLBall Corp was $390K
- ABTAbbott Laboratories was $294K
- Linde PLCCUSIP G54950103 was $263K
- ICVTIshares Tr was $255K
- ARAntero Resources Corp was $213K
- ADSKAutodesk Inc was $210K
- NEENextera Energy Inc was $207K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.6% | +14.8% |
| March 31, 2026 | −2.7% | −4.6% |
| December 31, 2025 | +2.7% | +2.4% |
| September 30, 2025 | +7.7% | +7.8% |
| June 30, 2025 | +7.6% | +10.5% |
| March 31, 2025 | −2.8% | −4.6% |
| December 31, 2024 | +0.5% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +3.2% | +4.0% |
| March 31, 2024 | +5.8% | +10.0% |
| December 31, 2023 | +9.3% | +11.2% |
| September 30, 2023 | −4.2% | −3.6% |
| June 30, 2023 | +5.3% | +8.3% |
| March 31, 2023 | +6.2% | +7.0% |
| December 31, 2022 | +5.3% | +7.1% |
| September 30, 2022 | −5.8% | −5.3% |
| June 30, 2022 | −14.8% | −16.5% |
| March 31, 2022 | −4.9% | −4.9% |
| December 31, 2021 | +6.5% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Cypress Wealth Services, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1721527&type=13F-HR&dateb=&owner=include&count=40CIK 1721527
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1721527/000172152726000004/Filed July 13, 2026 · accession 0001721527-26-000004