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Lyell Wealth Management

Latest statistics and disclosures from Lyell Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, AAPL, MSFT, META, AMZN, and represent 20.57% of Lyell Wealth Management's stock portfolio.
Added to shares of these 10 stocks: TOL, BRK.B, SMH, IBDR, ASML, INTU, IBDV, IBDS, PANW, IBDU.
Started 5 new stock positions in AMAT, SCHB, IBDZ, TEX, SANA.
Reduced shares in these 10 stocks: WDAY, ZTS, ADBE, GWRE, PNC, MSFT, CRM, IBDQ, C, AMD.
Sold out of its positions in ANSS, DJP, CMG, C, CMA, FLR, F, PNC, RHI, RUN. TFC, UPS, ACN.
Lyell Wealth Management was a net seller of stock by $-6.0M.
Lyell Wealth Management has $1.3B in assets under management (AUM), dropping by 6.34%.
Central Index Key (CIK): 0001686444

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Portfolio Holdings for Lyell Wealth Management

Lyell Wealth Management holds 211 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nvidia Corporation Stock (NVDA)	8.2	$110M		591k	186.58	View chart
Apple Stock (AAPL)	3.4	$46M		182k	254.63	View chart
Microsoft Corp Stock (MSFT)	3.4	$45M	-3%	87k	517.95	View chart
Meta Platforms Inc Cl A Stock (META)	2.8	$38M		52k	734.38	View chart
Amazon Stock (AMZN)	2.8	$37M		170k	219.57	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	2.8	$37M		153k	243.10	View chart
Palo Alto Networks Stock (PANW)	2.6	$34M	+2%	169k	203.62	View chart
Jpmorgan Chase & Co Stock (JPM)	2.3	$31M	-3%	97k	315.43	View chart
Costco Whsl Corp Stock (COST)	2.0	$27M	+2%	29k	925.63	View chart
Vaneck Semiconductor Etf Etf (SMH)	1.9	$25M	+6%	77k	326.36	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	1.8	$25M		165k	148.61	View chart
Servicenow Stock (NOW)	1.8	$24M		27k	920.28	View chart
Amphenol Corp New Cl A Stock (APH)	1.8	$24M		195k	123.75	View chart
Intuit Stock (INTU)	1.7	$23M	+4%	33k	682.91	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.7	$23M		92k	243.55	View chart
D R Horton Stock (DHI)	1.5	$20M	+3%	119k	169.47	View chart
Netflix Stock (NFLX)	1.5	$20M	+3%	17k	1198.92	View chart
Asml Holding N V N Y Registry Adr (ASML)	1.5	$20M	+5%	21k	968.09	View chart
Workday Inc Cl A Stock (WDAY)	1.5	$20M	-13%	82k	240.73	View chart
Taiwan Semiconductor Mfg Adr (TSM)	1.4	$19M		69k	279.29	View chart
Uber Technologies Stock (UBER)	1.4	$19M		188k	97.97	View chart
Home Depot Stock (HD)	1.4	$18M		46k	405.19	View chart
Visa Inc Com Cl A Stock (V)	1.3	$18M		53k	341.38	View chart
Caterpillar Stock (CAT)	1.3	$18M		38k	477.15	View chart
Cadence Design System Stock (CDNS)	1.3	$18M		51k	351.26	View chart
Morgan Stanley Stock (MS)	1.3	$17M		109k	158.96	View chart
Intuitive Surgical Stock (ISRG)	1.2	$16M	+2%	36k	447.23	View chart
Veeva Sys Inc Cl A Stock (VEEV)	1.2	$16M		54k	297.91	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	1.2	$16M		106k	150.86	View chart
Thermo Fisher Scientific Stock (TMO)	1.2	$16M	+2%	33k	485.02	View chart
Quanta Svcs Stock (PWR)	1.1	$15M	+4%	37k	414.42	View chart
Idexx Labs Stock (IDXX)	1.1	$15M		23k	638.89	View chart
Spdr Gold Shares Etf (GLD)	1.1	$14M	+2%	41k	355.47	View chart
Stryker Corporation Stock (SYK)	1.1	$14M		39k	369.67	View chart
Salesforce Stock (CRM)	1.0	$14M	-9%	59k	237.00	View chart
Snowflake Stock (SNOW)	1.0	$13M		58k	225.55	View chart
Advanced Micro Devices Stock (AMD)	1.0	$13M	-8%	79k	161.79	View chart
Toll Brothers Stock (TOL)	0.9	$13M	+18%	92k	138.14	View chart
Walmart Stock (WMT)	0.9	$12M		120k	103.06	View chart
Extreme Networks Stock (EXTR)	0.9	$12M		569k	20.65	View chart
Honeywell Intl Stock (HON)	0.8	$11M		54k	210.50	View chart
Cloudflare Inc Cl A Stock (NET)	0.8	$11M		52k	214.59	View chart
Lennar Corp Cl A Stock (LEN)	0.8	$11M	+3%	87k	126.04	View chart
Mastercard Incorporated Cl A Stock (MA)	0.8	$11M	+2%	19k	568.81	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.8	$11M	+8%	444k	24.34	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.8	$11M		16k	666.17	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.8	$11M	+11%	435k	24.30	View chart
Digital Rlty Tr Reit (DLR)	0.8	$10M		60k	172.88	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.8	$10M	+7%	403k	25.52	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.8	$10M	+20%	20k	502.74	View chart
Broadridge Finl Solutions Stock (BR)	0.7	$9.4M	+3%	40k	238.17	View chart
T-mobile Us Stock (TMUS)	0.7	$9.4M	+4%	39k	239.38	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.7	$9.4M	+9%	399k	23.47	View chart
Blackrock Stock (BLK)	0.7	$9.1M		7.8k	1165.90	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.7	$9.0M		58k	154.23	View chart
Abbott Labs Stock (ABT)	0.7	$8.9M	+2%	67k	133.94	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.6	$8.2M	+11%	372k	22.15	View chart
Blue Owl Capital Inc Com Cl A Stock (OWL)	0.6	$8.2M	+7%	487k	16.93	View chart
Union Pac Corp Stock (UNP)	0.6	$8.0M		34k	236.37	View chart
Deere & Co Stock (DE)	0.6	$7.5M	+4%	17k	457.26	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$6.6M	+11%	11k	612.40	View chart
Zoetis Inc Cl A Stock (ZTS)	0.5	$6.6M	-30%	45k	146.32	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.5	$6.5M	-17%	257k	25.19	View chart
Guidewire Software Stock (GWRE)	0.5	$6.3M	-22%	27k	229.86	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.5	$6.1M	+13%	286k	21.22	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	0.4	$5.9M	+5%	231k	25.62	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.4	$5.5M		140k	39.22	View chart
Broadcom Stock (AVGO)	0.4	$5.4M		16k	329.91	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.4	$5.1M		18k	281.86	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.4	$4.8M	-4%	34k	139.17	View chart
Bank America Corp Stock (BAC)	0.3	$4.6M		89k	51.59	View chart
Disney Walt Stock (DIS)	0.3	$4.5M	-2%	39k	114.50	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$4.1M		6.1k	669.30	View chart
Chevron Corp Stock (CVX)	0.3	$3.9M	-11%	25k	155.29	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.3	$3.8M	-15%	78k	49.01	View chart
Ishares Ibonds Dec 2033 Term Corporate Etf Etf (IBDY)	0.2	$3.1M	+31%	118k	26.23	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$3.0M		5.0k	600.31	View chart
Vaneck Merk Gold Etf Etf (OUNZ)	0.2	$2.8M	+27%	77k	37.19	View chart
Ishares Tips Bond Etf Etf (TIP)	0.2	$2.8M		25k	111.22	View chart
Dexcom Stock (DXCM)	0.2	$2.6M	-16%	39k	67.29	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$2.6M		14k	189.69	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.2	$2.5M	-6%	38k	65.26	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$2.4M	-2%	21k	112.75	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.2	$2.2M	-20%	25k	89.34	View chart
Slb Limited Com Stk Stock (SLB)	0.2	$2.2M	-14%	65k	34.37	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$2.2M		9.3k	241.96	View chart
Conocophillips Stock (COP)	0.2	$2.1M	-4%	23k	94.59	View chart
Ball Corp Stock (BALL)	0.2	$2.1M	-14%	42k	50.42	View chart
Corvel Corp Stock (CRVL)	0.1	$2.0M		25k	77.42	View chart
Reddit Inc Cl A Stock (RDDT)	0.1	$1.8M	-2%	8.0k	229.99	View chart
Eli Lilly & Co Stock (LLY)	0.1	$1.8M		2.4k	763.00	View chart
Tesla Stock (TSLA)	0.1	$1.8M		4.0k	444.72	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$1.6M	+16%	14k	118.83	View chart
Micron Technology Stock (MU)	0.1	$1.6M	-5%	9.4k	167.32	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$1.6M		3.3k	468.41	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.5M	-2%	17k	93.37	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.1	$1.5M	-4%	5.5k	279.84	View chart
Lowes Cos Stock (LOW)	0.1	$1.5M	-14%	6.1k	251.31	View chart
Doordash Inc Cl A Stock (DASH)	0.1	$1.5M	-5%	5.5k	271.99	View chart
American Express Stock (AXP)	0.1	$1.4M		4.2k	332.16	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$1.4M		20k	71.37	View chart
Te Connectivity Plc Ord Stock (TEL)	0.1	$1.4M		6.3k	219.53	View chart
Johnson & Johnson Stock (JNJ)	0.1	$1.4M	-3%	7.4k	185.42	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$1.3M		14k	96.55	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$1.3M		56k	23.28	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$1.3M		24k	53.40	View chart
Rtx Corporation Stock (RTX)	0.1	$1.2M		7.4k	167.33	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.1	$1.2M	-28%	23k	53.87	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$1.2M	-7%	2.0k	609.34	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.1	$1.2M		10k	115.01	View chart
Nike Inc Cl B Stock (NKE)	0.1	$1.2M	-29%	17k	69.73	View chart
Pepsico Stock (PEP)	0.1	$1.2M	-8%	8.3k	140.44	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$1.1M		1.9k	596.03	View chart
Procept Biorobotics Corp Stock (PRCT)	0.1	$1.1M		31k	35.69	View chart
Oracle Corp Stock (ORCL)	0.1	$1.1M		3.9k	281.24	View chart
Johnson Ctls Intl Stock (JCI)	0.1	$1.1M		10k	109.95	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$1.1M		32k	33.37	View chart
Cisco Sys Stock (CSCO)	0.1	$1.1M		16k	68.42	View chart
Crown Castle Reit (CCI)	0.1	$1.0M	-40%	11k	96.49	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.1	$991k	+32%	9.2k	107.25	View chart
Medtronic Stock (MDT)	0.1	$975k		10k	95.24	View chart
Csx Corp Stock (CSX)	0.1	$971k		27k	35.51	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$931k	+11%	6.5k	144.37	View chart
Spdr S&p Homebuilders Etf Etf (XHB)	0.1	$912k	+15%	8.2k	110.80	View chart
Procter And Gamble Stock (PG)	0.1	$893k		5.8k	153.65	View chart
Starbucks Corp Stock (SBUX)	0.1	$850k	-20%	10k	84.60	View chart
Adobe Stock (ADBE)	0.1	$814k	-75%	2.3k	352.75	View chart
Millrose Pptys Inc Com Cl A reit (MRP)	0.1	$798k	-8%	24k	33.61	View chart
Gilead Sciences Stock (GILD)	0.1	$777k		7.0k	111.00	View chart
Atlassian Corporation Cl A Stock (TEAM)	0.1	$757k	-25%	4.7k	159.70	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$736k		7.7k	95.47	View chart
Axon Enterprise Stock (AXON)	0.1	$724k		1.0k	717.64	View chart
Lam Research Corp Stock (LRCX)	0.1	$692k		5.2k	133.90	View chart
Ameriprise Finl Stock (AMP)	0.1	$690k		1.4k	491.25	View chart
International Business Machs Stock (IBM)	0.1	$687k		2.4k	282.16	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$675k	-7%	7.7k	87.31	View chart
Equinix Reit (EQIX)	0.1	$674k	-30%	860.00	783.24	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$652k	+24%	10k	65.00	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$637k		23k	27.30	View chart
Targa Res Corp Stock (TRGP)	0.0	$626k	-3%	3.7k	167.54	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$621k	-19%	1.2k	499.24	View chart
Royal Caribbean Group Stock (RCL)	0.0	$615k		1.9k	323.58	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$612k		2.4k	254.28	View chart
Mercadolibre Stock (MELI)	0.0	$580k		248.00	2336.94	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$561k		1.9k	293.74	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$546k		1.7k	328.17	View chart
Texas Instrs Stock (TXN)	0.0	$513k		2.8k	183.73	View chart
Booking Holdings Stock (BKNG)	0.0	$475k		88.00	5399.27	View chart
Ishares Ibonds Dec 2034 Term Corporate Etf Etf (IBDZ)	0.0	$469k	NEW	18k	26.47	View chart
Goldman Sachs Group Stock (GS)	0.0	$468k		587.00	796.35	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.0	$467k		5.9k	79.80	View chart
Danaher Corporation Stock (DHR)	0.0	$455k		2.3k	198.26	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$437k		4.8k	91.42	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$436k		1.2k	378.94	View chart
Intercontinental Exchange Stock (ICE)	0.0	$432k		2.6k	168.48	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$422k	+2%	565.00	746.26	View chart
Amgen Stock (AMGN)	0.0	$419k		1.5k	282.20	View chart
Merck & Co Stock (MRK)	0.0	$418k	-4%	5.0k	83.93	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$391k		1.8k	215.79	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$391k		1.3k	300.41	View chart
Ametek Stock (AME)	0.0	$386k		2.1k	188.00	View chart
Coca Cola Stock (KO)	0.0	$380k		5.7k	66.32	View chart
Trip Com Group Ltd Ads Adr (TCOM)	0.0	$374k		5.0k	75.20	View chart
Eaton Corp Stock (ETN)	0.0	$373k	+2%	997.00	374.25	View chart
Vaneck Oil Services Etf Etf (OIH)	0.0	$356k	+6%	1.4k	259.91	View chart
Trane Technologies Stock (TT)	0.0	$356k		843.00	421.96	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$354k		13k	28.31	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.0	$350k	-17%	6.7k	52.22	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$350k		730.00	479.74	View chart
Abbvie Stock (ABBV)	0.0	$350k		1.5k	231.54	View chart
Ge Aerospace Stock (GE)	0.0	$349k	-18%	1.2k	300.82	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.0	$342k		9.1k	37.40	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.0	$331k		4.1k	80.21	View chart
Ishares Msci Taiwan Etf Etf (EWT)	0.0	$326k		5.1k	63.62	View chart
Ge Vernova Stock (GEV)	0.0	$323k		526.00	614.90	View chart
Coherent Corp Stock (COHR)	0.0	$323k		3.0k	107.72	View chart
Travelers Companies Stock (TRV)	0.0	$323k		1.2k	279.22	View chart
Twilio Inc Cl A Stock (TWLO)	0.0	$321k	-7%	3.2k	100.09	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$319k	-28%	1.8k	182.42	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.0	$316k	-4%	3.2k	100.20	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$313k		940.00	332.77	View chart
Invesco Water Resources Etf Etf (PHO)	0.0	$311k		4.3k	72.11	View chart
Invesco Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.0	$308k		6.8k	45.42	View chart
Arista Networks Stock (ANET)	0.0	$301k		2.1k	145.71	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$300k		3.6k	82.96	View chart
Columbia India Consumer Etf Etf (INCO)	0.0	$292k		4.5k	64.66	View chart
Enbridge Stock (ENB)	0.0	$282k		5.6k	50.46	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$276k		2.9k	95.89	View chart
Grab Holdings Limited Class A Ord Stock (GRAB)	0.0	$274k	+13%	46k	6.02	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$273k	-9%	3.5k	78.37	View chart
The Cigna Group Stock (CI)	0.0	$268k	-7%	928.00	288.25	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$264k	-7%	2.6k	100.25	View chart
Autozone Stock (AZO)	0.0	$257k		60.00	4290.23	View chart
Ishares Gold Trust Etf (IAU)	0.0	$256k		3.5k	72.77	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$255k		5.6k	45.10	View chart
Qualcomm Stock (QCOM)	0.0	$248k		1.5k	166.36	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$237k		7.6k	31.27	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.0	$237k		14k	17.06	View chart
Target Corp Stock (TGT)	0.0	$236k	-4%	2.6k	89.70	View chart
Ishares Msci Netherlands Etf Etf (EWN)	0.0	$232k	-5%	4.0k	58.01	View chart
Cvs Health Corp Stock (CVS)	0.0	$231k		3.1k	75.39	View chart
Parker-hannifin Corp Stock (PH)	0.0	$224k		295.00	758.15	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$211k		4.5k	46.93	View chart
Cheniere Energy Stock (LNG)	0.0	$210k		895.00	234.98	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$207k	NEW	8.1k	25.71	View chart
Terex Corp Stock (TEX)	0.0	$205k	NEW	4.0k	51.30	View chart
Applied Matls Stock (AMAT)	0.0	$203k	NEW	989.00	204.75	View chart
Global X Dax Germany Etf Etf (DAX)	0.0	$201k		4.5k	44.75	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$178k		10k	17.16	View chart
Atlas Energy Solutions Stock (AESI)	0.0	$168k		15k	11.37	View chart
Sana Biotechnology Stock (SANA)	0.0	$37k	NEW	11k	3.55	View chart

Past Filings by Lyell Wealth Management

SEC 13F filings are viewable for Lyell Wealth Management going back to 2016

Lyell Wealth Management 2025 Q3 filed Nov. 6, 2025
Lyell Wealth Management 2025 Q2 filed July 29, 2025
Lyell Wealth Management 2025 Q1 filed May 8, 2025
Lyell Wealth Management 2024 Q4 filed Feb. 3, 2025
Lyell Wealth Management 2024 Q3 filed Oct. 23, 2024
Lyell Wealth Management 2024 Q2 filed Aug. 8, 2024
Lyell Wealth Management 2024 Q1 filed May 3, 2024
Lyell Wealth Management 2023 Q4 filed Feb. 2, 2024
Lyell Wealth Management 2023 Q3 filed Oct. 31, 2023
Lyell Wealth Management 2023 Q2 filed Aug. 4, 2023
Lyell Wealth Management 2023 Q1 filed May 3, 2023
Lyell Wealth Management 2022 Q4 filed Jan. 24, 2023
Lyell Wealth Management 2022 Q3 filed Oct. 24, 2022
Lyell Wealth Management 2022 Q2 filed July 28, 2022
Lyell Wealth Management 2022 Q1 filed May 4, 2022
Lyell Wealth Management 2021 Q4 filed Feb. 8, 2022

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