Managers / Q3 2022 · view latest →
Cypress Wealth Services, LLC
CIK 0001721527 · 74150 COUNTRY CLUB DRIVE, PALM DESERT, CA, 92260 · (760) 834-7250
Reported Value
$294M
Q3 2022
Positions
223
Filings on Record
31
2019–present window
Filed
Oct 14, 2022
original filing
Summary
Cypress Wealth Services, Llc reported $294M in U.S.-listed holdings across 223 positions for Q3 2022.
Its largest position, IVV, represents 8.8% of the portfolio.
Compared with Q2 2022, the fund opened 17 new positions and exited 22.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $708M | 397 | Apr 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $723M | 389 | Jan 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $611M | 346 | Oct 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $559M | 318 | Jul 28, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $493M | 284 | Apr 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $498M | 280 | Jan 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $484M | 282 | Oct 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $449M | 259 | Jul 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $429M | 261 | Apr 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $401M | 244 | Jan 11, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $361M | 240 | Oct 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $381M | 247 | Jul 21, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $341M | 249 | Apr 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $311.2B | 233 | Jan 19, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $294M | 223 | Oct 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $313M | 228 | Jul 27, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $367M | 243 | Apr 22, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $365M | 229 | Jan 19, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $334M | 229 | Oct 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $366M | 260 | Jul 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $478M | 295 | Apr 28, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $448M | 290 | Jan 22, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $390M | 265 | Oct 23, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $420M | 273 | Jul 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $340M | 246 | Apr 28, 2020 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2019 | $396M | 258 | Jan 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $364M | 254 | Oct 16, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $347M | 260 | Jul 24, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $316M | 261 | Apr 19, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $252M | 223 | Jan 22, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.