Cypress Wealth Services, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 434 separate positions held by the firm.
The portfolio is heavily weighted toward large-cap technology and consumer staples companies. Apple Inc. is the largest holding, with 162,786 shares. Other major positions include Amazon.com Inc. with 34,897 shares, Microsoft Corp. (listed as BlackRock Inc. in the filing), and NVIDIA Corp. (listed as Broadcom Inc.). The portfolio also includes significant stakes in Alphabet Inc. Class A and Class C shares, as well as Visa Inc. and Mastercard Inc.
Outside of the technology sector, the filing reveals substantial investments in consumer discretionary and healthcare companies. Costco Wholesale Corporation and Home Depot Inc. are among the top holdings in the consumer sector. In healthcare, Eli Lilly & Co. and AbbVie Inc. are listed as major positions.
The filing also indicates exposure to the energy sector through holdings in Exxon Mobil Corporation and Chevron Corporation. Additionally, the portfolio includes positions in several exchange-traded funds (ETFs), including the iShares Core S&P 500 ETF and the iShares Core U.S. Aggregate Bond ETF.
The filing was signed by Marc Koven, Chief Compliance Officer for Cypress Wealth Services, LLC, and was submitted on October 21, 2026.
