Cypress Wealth Services, LLC
All 13F Filings
- Location
- Palm Desert, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 708,343
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/15/2026 | 397 | 708,343 | 13F-HR | Cypress Wealth Services, LLC |
| Q4 2025 | 1/14/2026 | 389 | 722,660 | 13F-HR | Cypress Wealth Services, LLC |
| Q3 2025 | 10/15/2025 | 346 | 610,633 | 13F-HR | Cypress Wealth Services, LLC |
| Q2 2025 | 7/28/2025 | 318 | 558,614 | 13F-HR | Cypress Wealth Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 254.4 K | 35.9% | 0 | 212.4 K | -212.4 K |
| ETFs | 453.1 K | 64.0% | 206.8 K | 0 | 206.8 K |
| Debt | 809 | 0.1% | 0 | 85 | -85 |
| Other | 0 | 0.0% | 0 | 8.581 K | -8.581 K |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
708,343
Holdings
397
QoQ value change ($000)
-14,317
(-2.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.