Cypress Wealth Services, LLC
•CIK: 1721527•Filing: Q4 2025
**Cypress Wealth Services, LLC** manages $723M across a diversified portfolio of 389 positions. The strategy exhibits a notable tilt toward established technology and broad market exposure, evidenced by the top holdings. Key allocations include a significant $45.7M in AAPL, complemented by substantial positions in SPYM ($29.5M), IVV ($28.8M), and DYNF ($25.5M). This structure suggests a focus on quality growth and systematic market capture.
Total AUM
$722.7M
QoQ Performance
+18.4%
Positions
235
Top 10 Concentration
35.1%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL6.3%
SPYM4.1%
IVV4.0%
DYNF3.5%
OEF2.9%
IVE2.6%
IVW2.4%
EFV2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other65.6%
Technology15.1%
ETF7.5%
Consumer4.3%
Financial3.8%
Healthcare1.7%
Industrial0.9%
Energy0.5%
🚪 Exited Positionssold since Q3 2025
+155 more exited positions
Changes from Q3 2025
NEW14 new positions
↑123 increased
↓47 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023