CYPRESS WEALTH SERVICES LLC
Q2 2026 Form 13-F
PALM DESERT, CALIFORNIA
CIK 0001721527
· CRD 288992
· SEC-registered investment adviser
$814.9M Reported Value Total
CYPRESS WEALTH SERVICES, LLC reports 2,215 total accounts under management (AUM). There are 2,215 discretionary accounts valued at $1,339,348,214, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-02-06
Reported value
$814.9M
Quarter over quarter
+12.1%
Holdings
422
Top-10 concentration
32.2%
Key People
Form ADV owners & control persons
Stephen Ross Biesinger
MANAGING MEMBER
Christian Brad Risenmay
MANAGING MEMBER
David Reeder Thatcher
MANAGING MEMBER
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | July 13, 2026 |
| Form | 13F-HR |
| Reported value | $814.9M |
| Positions | 422 |
| Change in reported value | +15.1% |
| New positions | 38 |
| Exited positions | 13 |
| Position turnover | 11.7% |
| Top-10 concentration | 32.2% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 21, 2026
|
421 | $847.6M |
|
Q2 2026 13F
Filed Jul 13, 2026
|
422 | $814.9M |
|
Q1 2026 13F
Filed Apr 15, 2026
|
397 | $708.3M |
|
Q4 2025 13F
Filed Jan 14, 2026
|
389 | $722.7M |
|
Q3 2025 13F
Filed Oct 15, 2025
|
346 | $610.6M |
|
Q2 2025 13F
Filed Jul 28, 2025
|
318 | $558.6M |
|
Q1 2025 13F
Filed Apr 10, 2025
|
284 | $493.0M |
|
Q4 2024 13F
Filed Jan 15, 2025
|
280 | $498.0M |
|
Q3 2024 13F
Filed Oct 9, 2024
|
282 | $483.7M |
|
Q2 2024 13F
Filed Jul 12, 2024
|
259 | $449.2M |
|
Q1 2024 13F
Filed Apr 16, 2024
|
261 | $429.2M |
|
Q4 2023 13F
Filed Jan 11, 2024
|
244 | $400.9M |
|
Q3 2023 13F
Filed Oct 13, 2023
|
240 | $360.7M |
|
Q2 2023 13F
Filed Jul 21, 2023
|
247 | $380.5M |
|
Q1 2023 13F
Filed Apr 7, 2023
|
249 | $341.5M |
|
Q4 2022 13F
Filed Jan 19, 2023
|
233 | $311.2M |
|
Q3 2022 13F
Filed Oct 14, 2022
|
223 | $294.0M |
|
Q2 2022 13F
Filed Jul 27, 2022
|
228 | $313.5M |
|
Q1 2022 13F
Filed Apr 22, 2022
|
243 | $366.9M |
|
Q4 2021 13F
Filed Jan 19, 2022
|
229 | $365.4M |
16 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SPYM SPDR SERIES TRUST | $47.1M | 5.78% |
| 2 | AAPL APPLE INC | $47.0M | 5.77% |
| 3 | IVV ISHARES TR | $44.9M | 5.51% |
| 4 | DYNF BLACKROCK ETF TRUST | $29.3M | 3.59% |
| 5 | IVW ISHARES TR | $20.3M | 2.49% |
| 6 | CORO BLACKROCK ETF TRUST | $18.7M | 2.29% |
| 7 | SCHZ SCHWAB STRATEGIC TR | $15.2M | 1.87% |
| 8 | IVE ISHARES TR | $15.1M | 1.86% |
| 9 | SPY STATE STR SPDR S&P 500 ETF T | $13.2M | 1.62% |
| 10 | BAI BLACKROCK ETF TRUST | $11.8M | 1.44% |
| 11 | EFG ISHARES TR | $10.6M | 1.3% |
| 12 | MGK VANGUARD WORLD FD | $10.3M | 1.27% |
| 13 | VOO VANGUARD INDEX FDS | $10.2M | 1.25% |
| 14 | GOOGL ALPHABET INC | $9.9M | 1.21% |
| 15 | IUSB ISHARES TR | $9.8M | 1.2% |
| 16 | NVDA NVIDIA CORPORATION | $9.8M | 1.2% |
| 17 | MSFT MICROSOFT CORP | $9.5M | 1.17% |
| 18 | ESGU ISHARES TR | $9.2M | 1.13% |
| 19 | QUAL ISHARES TR | $8.5M | 1.04% |
| 20 | BLCR BLACKROCK ETF TRUST | $8.5M | 1.04% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.