Cypress Wealth Services, LLC - Portfolio Stock Holdings
Cypress Wealth Services, LLC disclosed 437 stock positions in a recent SEC 13F filing. $831,160,175 of stock holdings were filed, with the largest holdings including AAPL, SPYM, and IVV. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $1,339,348,214 and has 21 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
437Est. Stock Holding Value:
$831,160,175Top Stock Holdings By Sector
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Portfolio Stock Holdings - Cypress Wealth Services, LLC
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Portfolio Options Holdings - Cypress Wealth Services, LLC
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