Sign In
test

Marc Koven

Cypress Wealth Services, Llc

Assets Managed
$814.936M
Holdings
422
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
15.05%(2Q avg: 6.54%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cypress Wealth Services, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 422 positions.

Assets under management

The assets under management (AUM) of Cypress Wealth Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 814.936M in assets, with a quarterly growth rate of 15.05% and a 2-quarter average growth rate of 6.54%. The portfolio is managed by Marc Koven, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 0.14%
5.86%
$47.681M
164,781 shares@ $289.36 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 49.73%
5.78%
$47.069M
535,606 shares@ $87.89 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 30.74%
5.52%
$44.927M
59,992 shares@ $748.89 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 5.12%
3.6%
$29.284M
430,577 shares@ $68.01 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 2.61%
2.5%
$20.332M
147,840 shares@ $137.53 avg price
CORO
Ish Intl Ctry Rot Act Etf
Recent Activity
Increased 33.93%
2.3%
$18.671M
510,139 shares@ $36.6 avg price
SCHZ
Schwab Us Aggregate Bond Etf
Recent Activity
Increased 11.92%
1.88%
$15.248M
659,249 shares@ $23.14 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -17.12%
1.86%
$15.124M
66,607 shares@ $227.07 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 7.01%
1.67%
$13.553M
18,149 shares@ $746.78 avg price
BAI
Ishrs Ai In And Tech Act Etf
Recent Activity
Decreased -16.49%
1.45%
$11.761M
223,091 shares@ $52.73 avg price

1-10 of 422