Lyell Wealth Management, Lp Top Holdings and 13F Report (2026)

About Lyell Wealth Management, Lp

Investment Activity

Lyell Wealth Management, Lp has $1.69 billion in total holdings as of September 30, 2026.
Lyell Wealth Management, Lp owns shares of 233 different stocks, but just 49 companies or ETFs make up 80% of its holdings.
Approximately 4.09% of the portfolio was purchased this quarter.
About 1.40% of the portfolio was sold this quarter.
This quarter, Lyell Wealth Management, Lp has purchased 232 new stocks and bought additional shares in 108 stocks.
Lyell Wealth Management, Lp sold shares of 62 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

NVIDIA: $132,323,496
Alphabet: $94,296,804
Palo Alto Networks: $67,444,564
Alphabet: $66,486,874
Apple: $61,883,081

Largest New Holdings this Quarter

199908104 - Comfort Systems USA: $6,492,303 Holding
084670108 - Berkshire Hathaway: $1,494,010 Holding
921943858 - Vanguard FTSE Developed Markets ETF: $499,495 Holding
06738C778 - iPath Bloomberg Commodity Index Total Return ETN: $225,142 Holding
09062X103 - Biogen: $208,939 Holding

Largest Purchases this Quarter

Amphenol: 189,431 shares (about $15.97M)
Alphabet: 22,605 shares (about $7.70M)
Comfort Systems USA: 3,925 shares (about $6.49M)
CrowdStrike: 13,742 shares (about $3.64M)
Alphabet: 9,915 shares (about $3.41M)

Largest Sales this Quarter

T-Mobile US: 14,853 shares (about $2.42M)
Intuit: 7,937 shares (about $2.19M)
ServiceNow: 15,678 shares (about $2.10M)
Palo Alto Networks: 3,968 shares (about $1.58M)
D.R. Horton: 9,634 shares (about $1.32M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$132,323,496	$758,221 ▲	0.6%	579,401	7.8%	Technology
GOOG Alphabet	$94,296,804	$7,702,434 ▲	8.9%	276,741	5.6%	Communication Services
PANW Palo Alto Networks	$67,444,564	$1,576,526 ▼	-2.3%	169,753	4.0%	Technology
GOOGL Alphabet	$66,486,874	$3,411,551 ▲	5.4%	193,231	3.9%	Communication Services
AAPL Apple	$61,883,081	$269,413 ▲	0.4%	185,824	3.7%	Technology
MSFT Microsoft	$48,050,406	$6,668 ▼	0.0%	93,684	2.8%	Technology
SMH VanEck Semiconductor ETF	$46,872,897	$496,335 ▲	1.1%	76,967	2.8%	ETF
AMZN Amazon.com	$45,059,276	$785,321 ▲	1.8%	180,852	2.7%	Consumer Discretionary
AMD Advanced Micro Devices	$41,789,937	$726,771 ▼	-1.7%	68,311	2.5%	Technology
META Meta Platforms	$41,418,800	$628,733 ▲	1.5%	57,115	2.5%	Communication Services
ASML ASML	$36,363,840	$257,257 ▲	0.7%	20,072	2.2%	Technology
JPM JPMorgan Chase & Co.	$34,356,191	$90,648 ▲	0.3%	103,848	2.0%	Finance
APH Amphenol	$31,998,604	$15,969,038 ▲	99.6%	379,580	1.9%	Technology
TSM Taiwan Semiconductor Manufacturing	$30,386,360	$14,142 ▲	0.0%	66,609	1.8%	Technology
CAT Caterpillar	$29,531,700	$259,455 ▲	0.9%	36,423	1.8%	Industrials
COST Costco Wholesale	$27,563,186	$34,593 ▲	0.1%	30,278	1.6%	Consumer Staples
PWR Quanta Services	$25,827,005	$570,550 ▲	2.3%	40,197	1.5%	Industrials
SHOPIFY INC CL A SUB VTG SHS	$25,072,636	$244,102 ▲	1.0%	169,067	1.5%	Stock
VRT Vertiv	$23,784,038	$343,626 ▲	1.5%	98,562	1.4%	Industrials
TMO Thermo Fisher Scientific	$23,727,676	$452,952 ▲	1.9%	35,150	1.4%	Healthcare
MS Morgan Stanley	$21,156,811	$268,203 ▲	1.3%	112,488	1.3%	Finance
DELL Dell Technologies	$20,886,985	$533,646 ▲	2.6%	38,827	1.2%	Technology
NET Cloudflare	$19,325,437	$89,946 ▼	-0.5%	55,648	1.1%	Technology
V Visa	$19,096,481	$51,384 ▲	0.3%	53,145	1.1%	Finance
SNOW Snowflake	$19,023,170	$594,909 ▼	-3.0%	56,023	1.1%	Technology
CDNS Cadence Design Systems	$17,885,132	$486,693 ▲	2.8%	54,167	1.1%	Technology
AVGO Broadcom	$17,259,233	$1,099,225 ▲	6.8%	49,145	1.0%	Technology
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$16,783,178	$2,484,529 ▲	17.4%	695,820	1.0%	ETF
ISRG Intuitive Surgical	$16,310,743	$451,766 ▲	2.8%	40,112	1.0%	Healthcare
DHI D.R. Horton	$15,958,741	$1,316,481 ▼	-7.6%	116,786	0.9%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$14,968,703	$543,748 ▲	3.8%	19,628	0.9%	ETF
NFLX Netflix	$14,250,193	$607,086 ▼	-4.1%	204,803	0.8%	Communication Services
DE Deere & Company	$14,100,775	$220,944 ▲	1.6%	20,997	0.8%	Industrials
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$13,937,090	$718,823 ▲	5.4%	558,377	0.8%	ETF
WALMART INC COM	$13,731,353	$254,708 ▲	1.9%	132,134	0.8%	Stock
GLD SPDR Gold Shares	$13,628,740	$341,613 ▲	2.6%	35,786	0.8%	ETF
TOL Toll Brothers	$13,229,226	$1,025,583 ▼	-7.2%	98,176	0.8%	Consumer Discretionary
HD Home Depot	$13,028,780	$538,255 ▼	-4.0%	45,797	0.8%	Consumer Discretionary
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$13,025,489	$615,353 ▲	5.0%	574,063	0.8%	ETF
FCX Freeport-McMoRan	$12,775,434	$1,239,561 ▲	10.7%	182,506	0.8%	Materials
UBER Uber Technologies	$12,717,511	$498,890 ▼	-3.8%	185,630	0.8%	Industrials
EXTR Extreme Networks	$12,491,300		0.0%	582,345	0.7%	Technology
BRK.B Berkshire Hathaway	$12,019,517	$44,815 ▼	-0.4%	24,138	0.7%	Finance
IDXX IDEXX Laboratories	$11,502,801	$330,024 ▼	-2.8%	22,028	0.7%	Healthcare
WM Waste Management	$11,055,727	$274,272 ▼	-2.4%	54,216	0.7%	Industrials
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$10,981,934	$568,412 ▲	5.5%	519,486	0.7%	ETF
MA Mastercard	$10,864,018	$39,155 ▲	0.4%	19,700	0.6%	Finance
XLI Industrial Select Sector SPDR Fund	$10,548,180	$205,052 ▲	2.0%	63,170	0.6%	ETF
NOW ServiceNow	$10,202,315	$2,101,009 ▼	-17.1%	76,131	0.6%	Technology
VOO Vanguard S&P 500 ETF	$10,013,429	$1,112,993 ▲	12.5%	14,287	0.6%	ETF
SYK Stryker	$9,859,353	$263,001 ▼	-2.6%	35,801	0.6%	Healthcare
XLV Health Care Select Sector SPDR Fund	$9,754,381	$369,177 ▲	3.9%	57,917	0.6%	ETF
BLACKROCK INC COM	$9,642,976	$27,515 ▼	-0.3%	9,112	0.6%	Stock
UNP Union Pacific	$9,559,619	$963,064 ▲	11.2%	35,129	0.6%	Industrials
TJX TJX Companies	$8,854,582	$678,353 ▼	-7.1%	66,923	0.5%	Consumer Discretionary
IBDW iShares iBonds Dec 2031 Term Corporate ETF	$8,023,198	$604,970 ▲	8.2%	399,960	0.5%	ETF
VEEV Veeva Systems	$7,676,892	$11,703 ▼	-0.2%	26,894	0.5%	Healthcare
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$7,185,536	$1,308,184 ▼	-15.4%	296,433	0.4%	ETF
IBDX iShares iBonds Dec 2032 Term Corporate ETF	$6,768,123	$343,599 ▲	5.3%	281,185	0.4%	ETF
XLK Technology Select Sector SPDR Fund	$6,549,770	$86,130 ▲	1.3%	33,460	0.4%	ETF
FIX Comfort Systems USA	$6,492,303	$6,492,303 ▲	New Holding	3,925	0.4%	Industrials
TSLA Tesla	$5,970,743	$1,243,609 ▲	26.3%	16,828	0.4%	Consumer Discretionary
OWL Blue Owl Capital	$5,782,808	$235,740 ▼	-3.9%	636,173	0.3%	Finance
IBDY iShares iBonds Dec 2033 Term Corporate ETF	$5,384,254	$370,872 ▲	7.4%	219,945	0.3%	ETF
XBI SPDR S&P Biotech ETF	$5,203,440	$964,844 ▲	22.8%	33,000	0.3%	ETF
ISHARES IBONDS DEC 2034 TERM CORPORATE ETF	$4,902,232	$435,951 ▲	9.8%	199,035	0.3%	ETF
HONEYWELL INTL INC COM	$4,884,440	$940,987 ▼	-16.2%	23,156	0.3%	Stock
IJR iShares Core S&P Small-Cap ETF	$4,789,889	$541,582 ▼	-10.2%	35,209	0.3%	ETF
ABT Abbott Laboratories	$4,732,579	$837,190 ▼	-15.0%	47,886	0.3%	Healthcare
CRWD CrowdStrike	$4,718,375	$3,638,195 ▲	336.8%	17,822	0.3%	Technology
CVX Chevron	$4,718,051	$1,634 ▼	0.0%	23,104	0.3%	Energy
IVV iShares Core S&P 500 ETF	$4,498,110	$284,913 ▲	6.8%	5,873	0.3%	ETF
IBB iShares Biotechnology ETF	$4,419,691	$304,218 ▲	7.4%	20,993	0.3%	ETF
HONEYWELL AEROSPACE INC COM	$4,273,143	$6,664 ▼	-0.2%	27,574	0.3%	Stock
BAC Bank of America	$4,138,313	$41,476 ▲	1.0%	76,030	0.2%	Finance
INTU Intuit	$3,832,677	$2,188,329 ▼	-36.3%	13,901	0.2%	Technology
NDAQ Nasdaq	$3,639,732	$193,957 ▲	5.6%	39,558	0.2%	Finance
SCHF Schwab International Equity ETF	$3,622,954	$112,901 ▼	-3.0%	131,888	0.2%	ETF
GWRE Guidewire Software	$3,604,422	$213,870 ▼	-5.6%	25,280	0.2%	Technology
OUNZ VanEck Merk Gold ETF	$3,396,089	$1,031,415 ▲	43.6%	85,115	0.2%	ETF
LLY Eli Lilly and Company	$3,371,731	$77,524 ▲	2.4%	2,914	0.2%	Healthcare
DLR Digital Realty Trust	$3,355,911	$206,420 ▼	-5.8%	19,119	0.2%	Real Estate
DIS Walt Disney	$3,231,197	$56,331 ▼	-1.7%	30,803	0.2%	Communication Services
WDAY Workday	$3,071,168		0.0%	16,125	0.2%	Technology
EXXONMOBIL HOLDINGS CORP COM SHS	$3,015,577	$53,870 ▼	-1.8%	18,529	0.2%	Stock
ICE Intercontinental Exchange	$3,003,809	$446,056 ▲	17.4%	19,758	0.2%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$2,996,629	$76,554 ▼	-2.5%	14,405	0.2%	ETF
IWM iShares Russell 2000 ETF	$2,973,214	$201,475 ▲	7.3%	10,699	0.2%	ETF
TMUS T-Mobile US	$2,916,426	$2,422,282 ▼	-45.4%	17,883	0.2%	Communication Services
MU Micron Technology	$2,662,775	$404,742 ▼	-13.2%	2,500	0.2%	Technology
QQQ Invesco QQQ	$2,580,114	$14,794 ▼	-0.6%	3,488	0.2%	ETF
SLB SLB	$2,579,276	$28,355 ▲	1.1%	52,941	0.2%	Energy
XLE Energy Select Sector SPDR Fund	$2,379,218	$62,854 ▼	-2.6%	38,686	0.1%	ETF
BALL Ball	$2,357,724	$138,673 ▲	6.2%	42,080	0.1%	Materials
JNJ Johnson & Johnson	$2,327,859	$77,569 ▲	3.4%	8,793	0.1%	Healthcare
IJH iShares Core S&P Mid-Cap ETF	$2,254,553	$75,547 ▼	-3.2%	31,335	0.1%	ETF
TIP iShares TIPS Bond ETF	$2,147,594	$80,527 ▼	-3.6%	20,642	0.1%	ETF
CB Chubb	$2,124,533	$27,972 ▲	1.3%	6,532	0.1%	Finance
CSCO Cisco Systems	$2,115,683	$80,938 ▲	4.0%	19,657	0.1%	Technology
ISHARES IBONDS DEC 2035 TERM CORPORATE ETF	$2,084,462	$1,069,912 ▲	105.5%	86,600	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Lyell Wealth Management, Lp Top Holdings and 13F Report (2026)

About Lyell Wealth Management, Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Lyell Wealth Management, Lp Top Holdings and 13F Report (2026)

About Lyell Wealth Management, Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLyell Wealth Management, Lp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools