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Cypress Capital Advisors, LLC
Period ended Jun 30, 2026 · Latest filing Jul 29, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $243,306,197
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- BLACKROCK ETF TRUST · ISHARES GOVT MON · 09290C749 · shares: $42,568,384
- VANGUARD INDEX FDS · TOTAL STK MKT · 922908769 · shares: $31,509,276
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $15,555,194
- ETFS GOLD TR · PHYSCL GOLD SHS · 00326A104 · shares: $12,886,645
- VANGUARD INDEX FDS · VALUE ETF · 922908744 · shares: $10,780,343
- VANGUARD STAR FDS · VG TL INTL STK F · 921909768 · shares: $9,609,418
- CAPITAL GROUP GROWTH ETF · SHS CREAT UNIT · 14020G101 · shares: $9,282,824
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $8,302,589
- ISHARES TR · 0-3 MTH TREASURY · 46436E718 · shares: $8,035,580
- SCHWAB STRATEGIC TR · US DIVIDEND EQ · 808524797 · shares: $7,119,988
Reported holdings
80 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| BLACKROCK ETF TRUST | ISHARES GOVT MON | 09290C749 | — | 424,326 shares | $42,568,384 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 85,151 shares | $31,509,276 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 20,771 shares | $15,555,194 |
| ETFS GOLD TR | PHYSCL GOLD SHS | 00326A104 | — | 337,082 shares | $12,886,645 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | — | 49,467 shares | $10,780,343 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 112,404 shares | $9,609,418 |
| CAPITAL GROUP GROWTH ETF | SHS CREAT UNIT | 14020G101 | — | 196,670 shares | $9,282,824 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 11,118 shares | $8,302,589 |
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | — | 79,821 shares | $8,035,580 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 224,534 shares | $7,119,988 |
| PROSHARES TR | S&P 500 DV ARIST | 74348A467 | — | 123,631 shares | $6,943,117 |
| APPLE INC | COM | 037833100 | — | 21,565 shares | $6,239,981 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 181,869 shares | $6,154,445 |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | 922040845 | — | 76,446 shares | $5,785,433 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | 78468R663 | — | 62,087 shares | $5,689,653 |
| ISHARES TR | TIPS BD ETF | 464287176 | — | 38,959 shares | $4,263,283 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 17,597 shares | $4,163,802 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 55,296 shares | $3,218,227 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREAT UNIT | 14020W106 | — | 38,341 shares | $1,889,444 |
| ISHARES TR | HDG MSCI EAFE | 46434V803 | — | 34,971 shares | $1,641,014 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 3,756 shares | $1,627,587 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 8,088 shares | $1,540,926 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 4,136 shares | $1,478,082 |
| ABBVIE INC | COM | 00287Y109 | — | 5,570 shares | $1,401,635 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 4,693 shares | $1,319,719 |
| CISCO SYS INC | COM | 17275R102 | — | 11,182 shares | $1,313,438 |
| BROADCOM INC | COM | 11135F101 | — | 3,402 shares | $1,285,106 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 | — | 12,443 shares | $1,272,919 |
| EATON CORP PLC | SHS | G29183103 | — | 2,900 shares | $1,235,748 |
| VISA INC | COM CL A | 92826C839 | — | 3,191 shares | $1,094,800 |
| MERCK & CO INC | COM | 58933Y105 | — | 8,433 shares | $1,083,641 |
| AMGEN INC | COM | 031162100 | — | 2,970 shares | $1,075,496 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 4,037 shares | $978,690 |
| UNION PAC CORP | COM | 907818108 | — | 3,557 shares | $967,504 |
| HOME DEPOT INC | COM | 437076102 | — | 2,711 shares | $956,115 |
| KROGER CO | COM | 501044101 | — | 16,627 shares | $923,297 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 16,630 shares | $891,534 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 1,702 shares | $867,101 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 14,865 shares | $856,521 |
| MCDONALDS CORP | COM | 580135101 | — | 3,109 shares | $840,394 |
| STARBUCKS CORP | COM | 855244109 | — | 8,212 shares | $839,184 |
| LOWES COS INC | COM | 548661107 | — | 3,793 shares | $836,319 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 5,656 shares | $829,396 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 8,741 shares | $806,532 |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | 78467Y107 | — | 1,104 shares | $776,487 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 9,582 shares | $749,600 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 5,277 shares | $721,471 |
| QUALCOMM INC | COM | 747525103 | — | 3,854 shares | $712,181 |
| NETAPP INC | COM | 64110D104 | — | 4,497 shares | $695,956 |
| ISHARES TR | CORE 80 20 ETF | 464289859 | — | 6,878 shares | $671,293 |
| MICROSOFT CORP | COM | 594918104 | — | 1,792 shares | $668,452 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 6,825 shares | $625,716 |
| TOLL BROTHERS INC | COM | 889478103 | — | 3,513 shares | $578,767 |
| CAPITAL GROUP CORE EQUITY ET | SHS CREAT UNIT | 14020V108 | — | 11,515 shares | $512,187 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 509 shares | $491,185 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 2,272 shares | $483,413 |
| GENERAL MILLS INC | COM | 370334104 | — | 13,626 shares | $474,185 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 19,125 shares | $469,519 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | 81369Y407 | — | 3,964 shares | $464,898 |
| TESLA INC | COM | 88160R101 | — | 1,077 shares | $452,986 |
| SELECT SECTOR SPDR TR | ST STR SVC ETF | 81369Y852 | — | 4,225 shares | $452,624 |
| TWIST BIOSCIENCE CORP | COM | 90184D100 | — | 4,339 shares | $446,396 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | — | 8,005 shares | $403,052 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 5,087 shares | $392,259 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 1,810 shares | $362,210 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 4,916 shares | $360,884 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 827 shares | $304,650 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | — | 3,244 shares | $261,369 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 374 shares | $256,867 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | — | 847 shares | $253,261 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 1,481 shares | $253,044 |
| ISHARES TR | CORE 60 BALA ETF | 464289867 | — | 3,633 shares | $252,494 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 1,988 shares | $251,164 |
| SUNCOR ENERGY INC NEW | COM | 867224107 | — | 4,638 shares | $248,968 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | — | 1,537 shares | $240,233 |
| WW GRAINGER INC | COM | 384802104 | — | 166 shares | $225,826 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | — | 2,880 shares | $220,896 |
| CHEVRON CORPORATION | COM | 166764100 | — | 1,263 shares | $209,355 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 2,289 shares | $201,157 |
| FOX CORP | CL A COM | 35137L105 | — | 3,851 shares | $200,868 |