Lyell Wealth Management, Lp Top Holdings and 13F Report (2026) About Lyell Wealth Management, LpInvestment ActivityLyell Wealth Management, Lp has $1.36 billion in total holdings as of March 31, 2026.Lyell Wealth Management, Lp owns shares of 216 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 7.93% of the portfolio was purchased this quarter.About 3.82% of the portfolio was sold this quarter.This quarter, Lyell Wealth Management, Lp has purchased 213 new stocks and bought additional shares in 77 stocks.Lyell Wealth Management, Lp sold shares of 70 stocks and completely divested from 12 stocks this quarter.Largest Holdings NVIDIA $100,965,758Alphabet $72,901,229Alphabet $52,334,238Apple $46,772,566Amazon.com $36,539,097 Largest New Holdings this Quarter 94106L109 - Waste Management $10,836,437 Holding24703L202 - Dell Technologies $4,462,695 Holding631103108 - Nasdaq $2,707,567 Holding464287523 - iShares Semiconductor ETF $758,876 Holding452308109 - Illinois Tool Works $293,160 Holding Largest Purchases this Quarter Alphabet 168,779 shares (about $48.42M)Waste Management 47,158 shares (about $10.84M)TJX Companies 39,688 shares (about $6.34M)Broadcom 16,866 shares (about $5.22M)Dell Technologies 27,190 shares (about $4.46M) Largest Sales this Quarter Salesforce 36,739 shares (about $6.86M)Digital Realty Trust 35,347 shares (about $6.37M)Broadridge Financial Solutions 38,322 shares (about $6.23M)Workday 42,426 shares (about $5.51M)Lennar 44,403 shares (about $3.86M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLyell Wealth Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$100,965,758$312,350 ▼-0.3%578,9327.4%Computer and TechnologyGOOGAlphabet$72,901,229$48,415,986 ▲197.7%254,1355.4%Computer and TechnologyGOOGLAlphabet$52,334,238$68,439 ▼-0.1%181,9943.8%Computer and TechnologyAAPLApple$46,772,566$135,778 ▲0.3%184,2963.4%Computer and TechnologyAMZNAmazon.com$36,539,097$164,950 ▲0.5%175,4412.7%Retail/WholesaleMSFTMicrosoft$34,235,815$125,117 ▲0.4%92,4872.5%Computer and TechnologyMETAMeta Platforms$31,533,517$578,423 ▲1.9%55,1162.3%Computer and TechnologySMHVanEck Semiconductor ETF$29,868,674$90,865 ▲0.3%77,9052.2%ManufacturingCOSTCostco Wholesale$29,767,424$376,651 ▲1.3%29,8742.2%Retail/WholesaleJPMJPMorgan Chase & Co.$29,586,153$70,305 ▼-0.2%100,5782.2%FinancePANWPalo Alto Networks$27,298,328$138,516 ▲0.5%170,2742.0%Computer and TechnologyASMLASML$26,597,554$385,682 ▼-1.4%20,1372.0%Computer and TechnologyVRTVertiv$26,300,409$133,559 ▼-0.5%104,9581.9%Computer and TechnologyCATCaterpillar$26,208,947$177,825 ▼-0.7%36,9941.9%IndustrialsAPHAmphenol$23,954,232$45,233 ▼-0.2%189,5861.8%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$22,973,503$273,402 ▼-1.2%67,9791.7%Computer and TechnologyPWRQuanta Services$21,799,956$685,178 ▲3.2%39,7071.6%ConstructionNFLXNetflix$20,263,324$419,791 ▲2.1%210,7471.5%Consumer DiscretionarySHOPIFY INC CL A SUB VTG SHS$19,562,336$2,491 ▲0.0%164,9161.4%StockMSMorgan Stanley$18,102,082$38,509 ▲0.2%109,9961.3%FinanceDHID.R. Horton$17,342,532$422,363 ▲2.5%126,3851.3%ConstructionISRGIntuitive Surgical$17,145,140$135,531 ▼-0.8%37,1921.3%MedicalTMOThermo Fisher Scientific$16,980,444$158,765 ▲0.9%34,5461.2%MedicalVVisa$16,078,728$353,618 ▼-2.2%53,1991.2%Business ServicesAMDAdvanced Micro Devices$15,762,977$20,140 ▲0.1%77,4861.2%Computer and TechnologyWALMART INC COM$15,611,437$210,033 ▲1.4%125,6151.1%StockGLDSPDR Gold Shares$15,498,616$133,820 ▼-0.9%36,0191.1%FinanceHDHome Depot$15,133,282$105,903 ▼-0.7%46,0131.1%Retail/WholesaleCDNSCadence Design Systems$14,549,273$23,063 ▲0.2%52,3601.1%Computer and TechnologyUBERUber Technologies$14,146,329$8,200 ▼-0.1%196,6681.0%Computer and TechnologyTOLToll Brothers$13,671,661$619,163 ▲4.7%100,1811.0%ConstructionIBDSiShares iBonds Dec 2027 Term Corporate ETF$13,493,996$841,613 ▲6.7%556,6831.0%ETFIDXXIDEXX Laboratories$12,652,077$447,264 ▼-3.4%22,5170.9%MedicalINTUIntuit$12,466,434$1,813,410 ▼-12.7%28,8320.9%Computer and TechnologyIBDTiShares iBonds Dec 2028 Term Corporate ETF$12,416,209$275,160 ▲2.3%490,1780.9%ETFAVGOBroadcom$12,333,664$5,220,196 ▲73.4%39,8490.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$12,245,198$1,774,120 ▲16.9%18,8290.9%FinanceSYKStryker$12,146,408$1,197,718 ▼-9.0%36,9650.9%MedicalNOWServiceNow$11,965,329$1,666,422 ▼-12.2%114,4460.9%Computer and TechnologyIBDUiShares iBonds Dec 2029 Term Corporate ETF$11,737,531$431,636 ▲3.8%504,6230.9%ETFBRK.BBerkshire Hathaway$11,538,178$335,440 ▲3.0%24,0780.8%FinanceHONHoneywell International$11,535,454$469,239 ▲4.2%51,0350.8%Multi-Sector ConglomeratesIBDRiShares iBonds Dec 2026 Term Corporate ETF$11,302,603$774,953 ▼-6.4%466,2790.8%ETFNETCloudflare$11,149,376$343,556 ▲3.2%54,0340.8%Computer and TechnologyDEDeere & Company$10,874,073$215,183 ▲2.0%19,3040.8%IndustrialsWMWaste Management$10,836,437$10,836,437 ▲New Holding47,1580.8%Business ServicesIBDViShares iBonds Dec 2030 Term Corporate ETF$10,244,476$328,591 ▲3.3%467,9980.8%ETFXLIIndustrial Select Sector SPDR Fund$9,817,534$538,725 ▲5.8%60,7030.7%ETFMAMastercard$9,750,386$164,888 ▼-1.7%19,5140.7%Business ServicesSNOWSnowflake$9,584,762$451,103 ▲4.9%63,5510.7%Computer and TechnologyEXTRExtreme Networks$8,781,7630.0%582,3450.6%Computer and TechnologyTMUST-Mobile US$8,757,813$138,620 ▲1.6%41,6980.6%Computer and TechnologyTJXTJX Companies$8,756,830$6,338,174 ▲262.1%54,8330.6%Retail/WholesaleBLACKROCK INC COM$8,175,055$191,370 ▲2.4%8,5010.6%StockXLVHealth Care Select Sector SPDR Fund$8,024,259$1,659,919 ▲26.1%54,7320.6%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$7,316,647$362,089 ▲5.2%349,5770.5%ETFUNPUnion Pacific$7,295,412$281,442 ▼-3.7%30,0690.5%TransportationFCXFreeport-McMoRan$7,121,898$176,516 ▼-2.4%121,1620.5%Basic MaterialsVOOVanguard S&P 500 ETF$6,929,727$65,132 ▼-0.9%11,5970.5%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$6,684,294$112,451 ▲1.7%264,5150.5%ETFVEEVVeeva Systems$6,645,218$2,943,886 ▼-30.7%37,8300.5%MedicalABTAbbott Laboratories$6,622,318$153,800 ▼-2.3%64,5010.5%MedicalOWLBlue Owl Capital$6,620,492$325,768 ▲5.2%725,1360.5%FinanceCVXChevron$5,163,853$261,731 ▼-4.8%24,9580.4%EnergyIBDYiShares iBonds Dec 2033 Term Corporate ETF$4,690,353$201,630 ▲4.5%181,4450.3%ETFDELLDell Technologies$4,462,695$4,462,695 ▲New Holding27,1900.3%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$4,436,628$2,049,749 ▲85.9%35,6900.3%ETFDLRDigital Realty Trust$4,261,042$6,369,848 ▼-59.9%23,6450.3%FinanceXLKTechnology Select Sector SPDR Fund$4,227,317$288,262 ▼-6.4%31,8080.3%ETFGWREGuidewire Software$4,027,651$3,290 ▼-0.1%26,9300.3%Computer and TechnologyWDAYWorkday$3,790,026$5,511,986 ▼-59.3%29,1720.3%Computer and TechnologyOUNZVanEck Merk Gold ETF$3,750,187$966,322 ▲34.7%83,2450.3%ETFBACBank of America$3,645,671$731,250 ▼-16.7%74,7830.3%FinanceIVViShares Core S&P 500 ETF$3,593,308$60,749 ▼-1.7%5,5010.3%ETFXOMExxonMobil$3,361,474$6,786 ▲0.2%19,8130.2%EnergyISHARES IBONDS DEC 2034 TERM CORPORATE ETF$3,357,440$1,204,623 ▲56.0%128,8350.2%ETFSLBSLB$3,303,787$39,724 ▼-1.2%64,2890.2%EnergyICEIntercontinental Exchange$3,267,020$2,873,348 ▲729.9%20,7720.2%FinanceRSPInvesco S&P 500 Equal Weight ETF$3,262,640$186,930 ▲6.1%17,0000.2%ETFDISWalt Disney$3,242,786$180,904 ▼-5.3%33,6460.2%Consumer DiscretionaryLENLennar$2,978,279$3,855,975 ▼-56.4%34,2960.2%ConstructionIBBiShares Biotechnology ETF$2,966,720$1,138,059 ▲62.2%17,5700.2%FinanceCRMSalesforce$2,866,386$6,858,232 ▼-70.5%15,3550.2%Computer and TechnologyNDAQNasdaq$2,707,567$2,707,567 ▲New Holding31,8950.2%FinanceXLEEnergy Select Sector SPDR Fund$2,691,285$56,298 ▼-2.0%43,9320.2%ETFSCHFSchwab International Equity ETF$2,524,065$1,122,912 ▲80.1%101,9820.2%ETFLLYEli Lilly and Company$2,505,453$9,198 ▲0.4%2,7240.2%MedicalTIPiShares TIPS Bond ETF$2,359,828$297,420 ▼-11.2%21,3830.2%ETFIWMiShares Russell 2000 ETF$2,355,026$42,656 ▲1.8%9,4960.2%FinanceCOPConocoPhillips$2,202,567$298,058 ▼-11.9%16,6860.2%EnergyIJHiShares Core S&P Mid-Cap ETF$2,186,959$74,283 ▼-3.3%32,3850.2%ETFJNJJohnson & Johnson$2,039,363$97,776 ▲5.0%8,3430.1%MedicalQQQInvesco QQQ$2,038,859$656,337 ▼-24.4%3,5320.1%FinanceBALLBall$1,972,347$476,551 ▲31.9%33,3670.1%IndustrialsTSLATesla$1,933,100$66,543 ▼-3.3%5,2000.1%Auto/Tires/TrucksEFAiShares MSCI EAFE ETF$1,878,612$274,881 ▲17.1%19,3410.1%FinanceXBISPDR S&P Biotech ETF$1,559,328$940,093 ▲151.8%12,2080.1%ETFRTXRTX$1,552,2660.0%8,0470.1%AerospaceEEMiShares MSCI Emerging Markets ETF$1,546,101$111,592 ▲7.8%27,2250.1%FinanceLOWLowe's Companies$1,505,812$47,256 ▲3.2%6,3730.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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