Cypress Wealth Services, LLC
CIK 1721527 · Holdings on Sep 30, 2025 · First reported Oct 15, 2025
Top ten holdings
Q3 2025- AAPL5.68%
- IVV4.62%
- SPYM4.12%
- QUAL3.79%
- DYNF3.73%
- OEF3.13%
- EFV2.82%
- IVW2.65%
- IVE2.01%
- SCHZ1.89%
Share classes counted separately34.44%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- OEFWeight increased · +0.84 pp2.29% → 3.13%Shares +15.51K (+36.94%)
- AAPLWeight increased · +0.74 pp4.94% → 5.68%Shares +1.66K (+1.24%)
- BAIWeight increased · +0.62 pp0.56% → 1.18%Shares +103.57K (+95.90%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $34.67M | 5.68% | 136.16K shares | 4.94% → 5.68%+0.74 pp +1.66K (+1.24%) | Added | ↗▾ |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $28.20M | 4.62% | 42.14K shares | 4.79% → 4.62%-0.17 pp -979 (-2.27%) | Reduced | ↗▾ |
| 03 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $25.17M | 4.12% | 321.34K shares | 3.84% → 4.12%+0.28 pp +26.28K (+8.91%) | Added | ↗▾ |
| 04 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $23.17M | 3.79% | 119.14K shares | 4.33% → 3.79%-0.54 pp -13.31K (-10.05%) | Reduced | ↗▾ |
| 05 | DYNFISHRS US E F R A ETF-USD INCISHARES US EQUIT View history and evidence | $22.77M | 3.73% | 384.62K shares | 3.53% → 3.73%+0.20 pp +22.09K (+6.09%) | Added | ↗▾ |
| 06 | OEFISHARES S&P 100 ETFS&P 100 ETF View history and evidence | $19.13M | 3.13% | 57.48K shares | 2.29% → 3.13%+0.84 pp +15.51K (+36.94%) | Added | ↗▾ |
| 07 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $17.19M | 2.82% | 253.48K shares | 3.35% → 2.82%-0.53 pp -40.95K (-13.91%) | Reduced | ↗▾ |
| 08 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $16.16M | 2.65% | 133.86K shares | 2.69% → 2.65%-0.04 pp -2.74K (-2.01%) | Reduced | ↗▾ |
| 09 | IVEISHARES S&P 500 VALUE ETFS&P 500 VAL ETF View history and evidence | $12.28M | 2.01% | 59.48K shares | 2.06% → 2.01%-0.05 pp +636 (+1.08%) | Added | ↗▾ |
| 10 | SCHZSCHWAB US AGGREGATE BOND ETFUS AGGREGATE B View history and evidence | $11.57M | 1.89% | 492.97K shares | 2.16% → 1.89%-0.27 pp -25.28K (-4.88%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 14
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| KJUL INNOVATOR U.S. SMALL CAP POW | Non-derivative | -50,154 | -$1.46M | SEC filing ↗ | SEC filing ↗ |
| EJUL INNOVATOR EMERGING MARKETS P | Non-derivative | -49,367 | -$1.37M | SEC filing ↗ | SEC filing ↗ |
| IJAN INNOVATOR INTERNATIONAL DEVE | Non-derivative | -27,061 | -$925.65K | SEC filing ↗ | SEC filing ↗ |
3 / 14 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1721527 · Period Sep 30, 2025
Data loaded Oct 15, 2026 · First reported Oct 15, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 610632528
}Research all 346 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.