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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, GOOGL, AAPL, MSFT, AMZN, and represent 21.74% of Lyell Wealth Management's stock portfolio.
Added to shares of these 10 stocks: NFLX (+$18M), NOW (+$16M), GOOGL (+$9.2M), OWL, MSFT, TJX, XLK, AVGO, IBDU, IBDT.
Started 9 new stock positions in TJX, SOLS, ILMN, PNC, C, AKRE, AstraZeneca, SAP, APP.
Reduced shares in these 10 stocks: IBDQ (-$6.5M), ZTS, GOOG, WDAY, NVDA, CRM, GLD, TTD, DXCM, CCI.
Sold out of its positions in LNG, CCI, EPD, IBDQ, TGT, TEX, TWLO.
Lyell Wealth Management was a net buyer of stock by $58M.
Lyell Wealth Management has $1.4B in assets under management (AUM), dropping by 2.58%.
Central Index Key (CIK): 0001686444

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Portfolio Holdings for Lyell Wealth Management

Lyell Wealth Management holds 213 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nvidia Corporation Stock (NVDA)	7.8	$108M		581k	186.50	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	4.1	$57M	+19%	182k	313.00	View chart
Apple Stock (AAPL)	3.6	$50M		184k	271.86	View chart
Microsoft Corp Stock (MSFT)	3.2	$45M	+5%	92k	483.62	View chart
Amazon Stock (AMZN)	2.9	$40M	+2%	175k	230.82	View chart
Meta Platforms Inc Cl A Stock (META)	2.6	$36M	+4%	54k	660.09	View chart
Jpmorgan Chase & Co Stock (JPM)	2.4	$33M	+4%	101k	322.22	View chart
Palo Alto Networks Stock (PANW)	2.3	$31M		169k	184.20	View chart
Vaneck Semiconductor Etf Etf (SMH)	2.0	$28M		78k	360.13	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.9	$27M	-7%	85k	313.80	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	1.9	$27M		165k	160.97	View chart
Amphenol Corp New Cl A Stock (APH)	1.9	$26M	-2%	190k	135.14	View chart
Costco Wholesale Corporation Stock (COST)	1.8	$25M		30k	862.34	View chart
Intuit Stock (INTU)	1.6	$22M		33k	662.42	View chart
Asml Holding N V N Y Registry Adr (ASML)	1.6	$22M		20k	1069.86	View chart
Caterpillar Stock (CAT)	1.5	$21M		37k	572.87	View chart
Intuitive Surgical Stock (ISRG)	1.5	$21M	+3%	38k	566.36	View chart
Taiwan Semiconductor Mfg Adr (TSM)	1.5	$21M		69k	303.89	View chart
Servicenow Stock (NOW)	1.4	$20M	+392%	130k	153.19	View chart
Thermo Fisher Scientific Stock (TMO)	1.4	$20M	+4%	34k	579.45	View chart
Morgan Stanley Stock (MS)	1.4	$20M		110k	177.53	View chart
Netflix Stock (NFLX)	1.4	$19M	+1132%	206k	93.76	View chart
Visa Inc Com Cl A Stock (V)	1.4	$19M	+2%	54k	350.71	View chart
D R Horton Stock (DHI)	1.3	$18M	+3%	123k	144.03	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	1.2	$17M		106k	162.01	View chart
Advanced Micro Devices Stock (AMD)	1.2	$17M	-2%	77k	214.16	View chart
Cadence Design System Stock (CDNS)	1.2	$16M	+2%	52k	312.58	View chart
Quanta Svcs Stock (PWR)	1.2	$16M	+3%	39k	422.06	View chart
Uber Technologies Stock (UBER)	1.2	$16M	+4%	197k	81.71	View chart
Home Depot Stock (HD)	1.2	$16M		46k	344.10	View chart
Idexx Labs Stock (IDXX)	1.1	$16M		23k	676.53	View chart
Workday Inc Cl A Stock (WDAY)	1.1	$15M	-12%	72k	214.78	View chart
Spdr Gold Shares Etf (GLD)	1.0	$14M	-10%	36k	396.31	View chart
Stryker Corporation Stock (SYK)	1.0	$14M	+5%	41k	351.47	View chart
Walmart Stock (WMT)	1.0	$14M	+2%	124k	111.41	View chart
Salesforce Stock (CRM)	1.0	$14M	-11%	52k	264.91	View chart
Snowflake Stock (SNOW)	1.0	$13M	+3%	61k	219.36	View chart
Toll Brothers Stock (TOL)	0.9	$13M	+4%	96k	135.22	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.9	$13M	+17%	522k	24.28	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.9	$12M	+18%	479k	25.45	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.9	$12M		55k	223.23	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.9	$12M	+14%	498k	24.23	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.9	$12M	+14%	23k	502.65	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.8	$11M	+21%	486k	23.41	View chart
Mastercard Incorporated Cl A Stock (MA)	0.8	$11M	+2%	20k	570.88	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.8	$11M		16k	681.94	View chart
Cloudflare Inc Cl A Stock (NET)	0.7	$10M		52k	197.15	View chart
Blue Owl Capital Inc Com Cl A Stock (OWL)	0.7	$10M	+41%	690k	14.94	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.7	$10M	+21%	453k	22.07	View chart
Extreme Networks Stock (EXTR)	0.7	$9.7M	+2%	582k	16.65	View chart
Honeywell Intl Stock (HON)	0.7	$9.6M	-8%	49k	195.09	View chart
Digital Rlty Tr Reit (DLR)	0.7	$9.1M		59k	154.71	View chart
Broadridge Finl Solutions Stock (BR)	0.7	$9.1M	+2%	41k	223.17	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.6	$8.9M		57k	155.12	View chart
Blackrock Stock (BLK)	0.6	$8.9M	+6%	8.3k	1070.38	View chart
Deere & Co Stock (DE)	0.6	$8.8M	+14%	19k	465.57	View chart
T-mobile Us Stock (TMUS)	0.6	$8.3M	+4%	41k	203.04	View chart
Abbott Labs Stock (ABT)	0.6	$8.3M		66k	125.29	View chart
Lennar Corp Cl A Stock (LEN)	0.6	$8.1M	-9%	79k	102.80	View chart
Broadcom Stock (AVGO)	0.6	$8.0M	+40%	23k	346.10	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$7.3M	+8%	12k	627.11	View chart
Union Pac Corp Stock (UNP)	0.5	$7.2M	-8%	31k	231.32	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.5	$7.0M	+16%	332k	21.15	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.5	$6.7M	+27%	43k	154.80	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	0.5	$6.6M	+12%	260k	25.53	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.5	$6.3M	-11%	124k	50.79	View chart
Guidewire Software Stock (GWRE)	0.4	$5.4M		27k	201.01	View chart
Bank America Corp Stock (BAC)	0.4	$4.9M		90k	55.00	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.4	$4.9M	+89%	34k	143.97	View chart
Ishares Ibonds Dec 2033 Term Corporate Etf Etf (IBDY)	0.3	$4.5M	+46%	174k	26.14	View chart
Disney Walt Stock (DIS)	0.3	$4.0M	-9%	36k	113.77	View chart
Chevron Corp Stock (CVX)	0.3	$4.0M	+4%	26k	152.41	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$3.8M	-8%	5.6k	684.94	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$3.1M	+16%	16k	191.56	View chart
Eli Lilly & Co Stock (LLY)	0.2	$2.9M	+12%	2.7k	1074.68	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$2.9M	-6%	4.7k	614.33	View chart
Ishares Tips Bond Etf Etf (TIP)	0.2	$2.6M	-2%	24k	109.91	View chart
Vaneck Merk Gold Etf Etf (OUNZ)	0.2	$2.6M	-19%	62k	41.48	View chart
Slb Limited Com Stk Stock (SLB)	0.2	$2.5M		65k	38.38	View chart
Tesla Stock (TSLA)	0.2	$2.4M	+34%	5.4k	449.72	View chart
Micron Technology Stock (MU)	0.2	$2.4M	-10%	8.5k	285.41	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$2.4M	-5%	20k	120.34	View chart
Tjx Cos Stock (TJX)	0.2	$2.3M	NEW	15k	153.61	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$2.3M	+39%	19k	120.18	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$2.3M		9.3k	246.16	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.2	$2.2M	-11%	34k	66.00	View chart
Ishares Ibonds Dec 2034 Term Corporate Etf Etf (IBDZ)	0.2	$2.2M	+366%	83k	26.37	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.1	$2.0M	+78%	45k	44.71	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$1.8M	+67%	11k	168.77	View chart
Reddit Inc Cl A Stock (RDDT)	0.1	$1.8M	-2%	7.8k	229.87	View chart
Conocophillips Stock (COP)	0.1	$1.8M	-16%	19k	93.61	View chart
American Express Stock (AXP)	0.1	$1.7M	+6%	4.5k	369.95	View chart
Johnson & Johnson Stock (JNJ)	0.1	$1.6M	+7%	7.9k	206.95	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.6M		17k	96.03	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$1.6M		3.3k	473.30	View chart
Corvel Corp Stock (CRVL)	0.1	$1.6M	-9%	23k	67.67	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.1	$1.5M	-48%	40k	37.96	View chart
Lowes Cos Stock (LOW)	0.1	$1.5M		6.2k	241.16	View chart
Rtx Corporation Stock (RTX)	0.1	$1.5M	+8%	8.0k	183.40	View chart
Te Connectivity Plc Ord Stock (TEL)	0.1	$1.5M		6.4k	227.51	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$1.4M		20k	73.56	View chart
Dexcom Stock (DXCM)	0.1	$1.4M	-46%	21k	66.37	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$1.4M	+4%	25k	54.71	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$1.4M		57k	24.04	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.1	$1.3M	+7%	25k	54.77	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.1	$1.3M	+23%	13k	105.69	View chart
Ball Corp Stock (BALL)	0.1	$1.3M	-39%	25k	52.97	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.1	$1.3M	+48%	14k	96.30	View chart
Doordash Inc Cl A Stock (DASH)	0.1	$1.3M		5.5k	226.48	View chart
Johnson Ctls Intl Stock (JCI)	0.1	$1.2M	+3%	10k	119.75	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$1.2M	-7%	13k	96.27	View chart
Cisco Sys Stock (CSCO)	0.1	$1.2M		16k	77.03	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$1.2M		1.9k	603.28	View chart
Pepsico Stock (PEP)	0.1	$1.1M	-5%	7.8k	143.52	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$1.1M	-2%	1.9k	570.21	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$1.1M	+4%	33k	32.75	View chart
Csx Corp Stock (CSX)	0.1	$1.0M		28k	36.25	View chart
Medtronic Stock (MDT)	0.1	$984k		10k	96.06	View chart
Oracle Corp Stock (ORCL)	0.1	$903k	+18%	4.6k	194.91	View chart
Gilead Sciences Stock (GILD)	0.1	$893k	+3%	7.3k	122.74	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.1	$877k	-40%	3.3k	269.18	View chart
Procter & Gamble Stock (PG)	0.1	$857k	+2%	6.0k	143.31	View chart
Zoetis Inc Cl A Stock (ZTS)	0.1	$845k	-85%	6.7k	125.82	View chart
State Street Spdr S&p Homebuilders Etf Etf (XHB)	0.1	$842k		8.2k	102.96	View chart
International Business Machs Stock (IBM)	0.1	$813k	+12%	2.7k	296.21	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$807k	+4%	8.1k	99.91	View chart
Nike Inc Cl B Stock (NKE)	0.1	$772k	-28%	12k	63.71	View chart
Lam Research Corp Stock (LRCX)	0.1	$761k	-14%	4.4k	171.18	View chart
Targa Res Corp Stock (TRGP)	0.1	$702k		3.8k	184.50	View chart
Starbucks Corp Stock (SBUX)	0.1	$695k	-17%	8.3k	84.21	View chart
Ameriprise Finl Stock (AMP)	0.0	$683k		1.4k	490.34	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$648k	-6%	7.2k	89.46	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$646k	+29%	13k	49.65	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$624k	-2%	23k	27.43	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$621k		2.4k	257.95	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$605k		1.3k	483.67	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.0	$591k	+53%	4.8k	121.93	View chart
Goldman Sachs Group Stock (GS)	0.0	$575k	+11%	654.00	879.00	View chart
Axon Enterprise Stock (AXON)	0.0	$575k		1.0k	567.93	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$566k	+81%	3.2k	177.75	View chart
Merck & Co Stock (MRK)	0.0	$564k	+7%	5.4k	105.26	View chart
Danaher Corporation Stock (DHR)	0.0	$558k	+6%	2.4k	228.92	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$554k		1.7k	335.27	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$554k		1.9k	290.22	View chart
Coherent Corp Stock (COHR)	0.0	$554k		3.0k	184.57	View chart
Royal Caribbean Group Stock (RCL)	0.0	$536k		1.9k	278.92	View chart
Texas Instrs Stock (TXN)	0.0	$519k	+7%	3.0k	173.49	View chart
Amgen Stock (AMGN)	0.0	$512k	+5%	1.6k	327.31	View chart
Mercadolibre Stock (MELI)	0.0	$500k		248.00	2014.26	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.0	$489k		5.9k	83.61	View chart
Booking Holdings Stock (BKNG)	0.0	$487k	+3%	91.00	5355.33	View chart
Ge Aerospace Stock (GE)	0.0	$483k	+35%	1.6k	308.03	View chart
Vaneck Oil Services Etf Etf (OIH)	0.0	$474k	+21%	1.7k	284.70	View chart
Ametek Stock (AME)	0.0	$457k	+8%	2.2k	205.31	View chart
Millrose Pptys Inc Com Cl A Reit (MRP)	0.0	$454k	-36%	15k	29.87	View chart
Abbvie Stock (ABBV)	0.0	$450k	+30%	2.0k	228.49	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$445k		1.2k	386.85	View chart
Coca Cola Stock (KO)	0.0	$431k	+7%	6.2k	69.91	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$426k		565.00	753.43	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$423k		4.8k	88.49	View chart
Intercontinental Exchange Stock (ICE)	0.0	$405k	-2%	2.5k	161.96	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$398k		1.8k	219.78	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$388k	+3%	1.3k	288.72	View chart
Travelers Companies Stock (TRV)	0.0	$376k	+12%	1.3k	290.06	View chart
Trip Com Group Ltd Ads Adr (TCOM)	0.0	$370k	+3%	5.1k	71.91	View chart
Arista Networks Stock (ANET)	0.0	$369k	+36%	2.8k	131.03	View chart
Eaton Corp Stock (ETN)	0.0	$365k	+14%	1.1k	318.51	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$364k	+2%	746.00	487.99	View chart
Adobe Stock (ADBE)	0.0	$364k	-54%	1.0k	349.99	View chart
Trane Technologies Stock (TT)	0.0	$362k	+10%	930.00	389.20	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$361k	+4%	13k	27.49	View chart
Procept Biorobotics Corp Stock (PRCT)	0.0	$360k	-63%	11k	31.46	View chart
Illumina Stock (ILMN)	0.0	$349k	NEW	2.7k	131.16	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.0	$347k		6.7k	51.77	View chart
Ge Vernova Stock (GEV)	0.0	$346k		529.00	653.57	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.0	$333k		4.1k	80.74	View chart
Ishares Msci Taiwan Etf Etf (EWT)	0.0	$326k		5.1k	63.53	View chart
Akre Focus Etf Etf (AKRE)	0.0	$324k	NEW	5.0k	65.51	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$316k	-2%	921.00	342.90	View chart
Invesco Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.0	$311k		6.8k	45.89	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$309k	NEW	6.4k	48.58	View chart
Invesco Water Resources Etf Etf (PHO)	0.0	$304k		4.3k	70.41	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$302k		5.6k	53.94	View chart
Applied Matls Stock (AMAT)	0.0	$300k	+17%	1.2k	257.01	View chart
Enbridge Stock (ENB)	0.0	$298k	+11%	6.2k	47.83	View chart
Columbia India Consumer Etf Etf (INCO)	0.0	$292k		4.5k	64.81	View chart
Atlassian Corporation Cl A Stock (TEAM)	0.0	$291k	-62%	1.8k	162.14	View chart
Ishares Gold Trust Etf (IAU)	0.0	$286k		3.5k	81.17	View chart
Qualcomm Stock (QCOM)	0.0	$282k	+10%	1.6k	171.05	View chart
Cvs Health Corp Stock (CVS)	0.0	$279k	+14%	3.5k	79.36	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$279k		2.9k	96.88	View chart
Parker-hannifin Corp Stock (PH)	0.0	$271k	+4%	308.00	878.96	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.0	$271k	-14%	7.8k	34.46	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$270k	-9%	3.3k	82.82	View chart
The Cigna Group Stock (CI)	0.0	$267k	+4%	970.00	275.23	View chart
Sap Se Adr (SAP)	0.0	$264k	NEW	1.1k	242.91	View chart
Astrazeneca Adr	0.0	$254k	NEW	2.8k	91.93	View chart
Citigroup Stock (C)	0.0	$242k	NEW	2.1k	116.69	View chart
Ishares Msci Netherlands Etf Etf (EWN)	0.0	$228k		4.0k	57.03	View chart
Grab Holdings Limited Class A Ord Stock (GRAB)	0.0	$227k		46k	4.99	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$225k	-16%	2.9k	77.68	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$219k	-16%	2.2k	99.88	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$216k	NEW	1.0k	208.73	View chart
Equinix Reit (EQIX)	0.0	$215k	-67%	281.00	766.16	View chart
Autozone Stock (AZO)	0.0	$214k	+5%	63.00	3391.51	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$212k		4.5k	47.02	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$211k		8.1k	26.23	View chart
Global X Dax Germany Etf Etf (DAX)	0.0	$205k		4.5k	45.62	View chart
Applovin Corp Com Cl A Stock (APP)	0.0	$205k	NEW	304.00	673.82	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.0	$196k	-21%	11k	17.96	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$171k		10k	16.49	View chart
Atlas Energy Solutions Stock (AESI)	0.0	$139k		15k	9.42	View chart
Sana Biotechnology Stock (SANA)	0.0	$43k		11k	4.07	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 Q4 filed Feb. 12, 2026
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

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