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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, GOOG, GOOGL, PANW, AAPL, and represent 23.52% of Lyell Wealth Management's stock portfolio.
Added to shares of these 10 stocks: HON (+$6.2M), HONA (+$6.1M), DELL, TSLA, CRWD, FCX, TJX, Exxon Mobil Corp, AVGO, XBI.
Started 27 new stock positions in PMO, IBCA, PEG, DLN, LIN, HON, NKX, FITB, CB, HONA.
Reduced shares in these 10 stocks: Honeywell International (-$12M), AMD, , IBDR, LEN, VRT, NOW, VEEV, INTU, WDAY.
Sold out of its positions in BKMS, DJP, BMY, BR, XOM, Honeywell International, IWV, NKE, FNDX, TTD. TCOM.
Lyell Wealth Management was a net buyer of stock by $23M.
Lyell Wealth Management has $1.6B in assets under management (AUM), dropping by 19.76%.
Central Index Key (CIK): 0001686444

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Portfolio Holdings for Lyell Wealth Management

Lyell Wealth Management holds 232 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nvidia Corporation Stock (NVDA)	7.1	$115M		576k	200.09	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	5.5	$90M		254k	353.33	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	4.0	$66M		183k	357.37	View chart
Palo Alto Networks Stock (PANW)	3.6	$59M	+2%	174k	341.02	View chart
Apple Stock (AAPL)	3.3	$54M		185k	289.36	View chart
Vaneck Semiconductor Etf Etf (SMH)	3.1	$50M	-2%	76k	655.89	View chart
Amazon Stock (AMZN)	2.6	$42M		178k	238.34	View chart
Advanced Micro Devices Stock (AMD)	2.5	$40M	-10%	70k	580.91	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	2.4	$40M		20k	1989.44	View chart
Caterpillar Stock (CAT)	2.4	$38M	-2%	36k	1064.91	View chart
Microsoft Corp Stock (MSFT)	2.1	$35M		94k	373.02	View chart
Jpmorgan Chase & Co Stock (JPM)	2.1	$34M	+2%	104k	327.33	View chart
Amphenol Corp Cl A Stock (APH)	2.1	$34M		190k	176.32	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	2.0	$33M	-7%	97k	334.82	View chart
Taiwan Semiconductor Manufact Adr (TSM)	2.0	$32M	-2%	67k	477.57	View chart
Meta Platforms Inc Cl A Stock (META)	1.9	$32M	+2%	56k	563.29	View chart
Quanta Svcs Stock (PWR)	1.7	$28M		39k	720.04	View chart
Costco Wholesale Corporation Stock (COST)	1.7	$28M		30k	935.47	View chart
Morgan Stanley Stock (MS)	1.4	$23M		111k	209.04	View chart
D R Horton Stock (DHI)	1.3	$21M		126k	162.88	View chart
Cadence Design System Stock (CDNS)	1.2	$20M		53k	375.32	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	1.2	$19M		167k	114.18	View chart
Extreme Networks Stock (EXTR)	1.2	$19M		582k	32.37	View chart
Visa Inc Com Cl A Stock (V)	1.1	$18M		53k	343.09	View chart
Toll Brothers Stock (TOL)	1.1	$17M	+5%	106k	164.75	View chart
Broadcom Stock (AVGO)	1.1	$17M	+15%	46k	377.75	View chart
Thermo Fisher Scientific Stock (TMO)	1.1	$17M		35k	501.36	View chart
Home Depot Stock (HD)	1.0	$17M	+3%	48k	352.68	View chart
Dell Technologies Inc Cl C Stock (DELL)	1.0	$16M	+39%	38k	431.46	View chart
Intuitive Surgical Stock (ISRG)	1.0	$16M	+4%	39k	397.68	View chart
Netflix Stock (NFLX)	0.9	$15M		214k	71.40	View chart
Snowflake Stock (SNOW)	0.9	$15M	-9%	58k	254.50	View chart
Walmart Stock (WMT)	0.9	$15M	+3%	130k	113.26	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.9	$14M	+6%	593k	24.22	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.9	$14M		19k	746.77	View chart
Uber Technologies Stock (UBER)	0.9	$14M		193k	72.16	View chart
Cloudflare Inc Cl A Stock (NET)	0.8	$14M	+3%	56k	245.28	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.8	$13M	+8%	530k	25.25	View chart
Deere & Co Stock (DE)	0.8	$13M	+7%	21k	634.34	View chart
Spdr Gold Shares Etf (GLD)	0.8	$13M	-3%	35k	368.38	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.8	$13M	+8%	547k	23.16	View chart
Waste Mgmt Inc Del Stock (WM)	0.8	$12M	+17%	56k	222.88	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.7	$12M		24k	500.39	View chart
Idexx Labs Stock (IDXX)	0.7	$12M		23k	526.44	View chart
Stryker Corporation Stock (SYK)	0.7	$12M		37k	314.84	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.7	$12M	+2%	62k	185.23	View chart
Tjx Cos Stock (TJX)	0.7	$11M	+31%	72k	151.50	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.7	$11M	+5%	493k	21.80	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.6	$10M	+36%	165k	62.89	View chart
Mastercard Incorporated Cl A Stock (MA)	0.6	$10M		20k	513.60	View chart
Servicenow Stock (NOW)	0.6	$9.1M	-19%	92k	99.28	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.5	$8.8M		56k	158.66	View chart
Blackrock Stock (BLK)	0.5	$8.8M	+7%	9.1k	961.53	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$8.7M	+9%	13k	686.81	View chart
Union Pac Corp Stock (UNP)	0.5	$8.6M	+5%	32k	272.00	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.5	$8.5M	-24%	350k	24.23	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.5	$7.7M	+5%	370k	20.84	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	0.4	$6.7M		267k	25.19	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.4	$6.3M	+3%	33k	190.52	View chart
Honeywell Intl Stock (HON)	0.4	$6.2M	NEW	28k	223.90	View chart
Honeywell Aerospace Stock (HONA)	0.4	$6.1M	NEW	28k	221.08	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.4	$5.8M	+9%	39k	148.31	View chart
Blue Owl Capital Inc Com Cl A Stock (OWL)	0.4	$5.8M	-8%	662k	8.75	View chart
Intuit Stock (INTU)	0.3	$5.7M	-24%	22k	261.00	View chart
Tesla Stock (TSLA)	0.3	$5.6M	+156%	13k	420.60	View chart
T-mobile Us Stock (TMUS)	0.3	$5.5M	-21%	33k	167.73	View chart
Ishares Ibonds Dec 2033 Term Corporate Etf Etf (IBDY)	0.3	$5.3M	+12%	205k	25.75	View chart
Abbott Laboratories Stock (ABT)	0.3	$5.1M	-12%	56k	90.74	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.3	$4.8M	-28%	27k	177.47	View chart
Ishares Ibonds Dec 2034 Term Corporate Etf Etf (IBDZ)	0.3	$4.7M	+40%	181k	26.05	View chart
Bank Of Amer Corp Stock (BAC)	0.3	$4.3M		75k	56.98	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.3	$4.3M	+120%	27k	158.25	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$4.1M		5.5k	748.89	View chart
Chevron Corporation Stock (CVX)	0.2	$3.8M	-7%	23k	165.76	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$3.8M	+33%	136k	27.70	View chart
Ishares Biotechnology Etf Etf (IBB)	0.2	$3.7M	+11%	20k	190.19	View chart
Digital Rlty Tr Reit (DLR)	0.2	$3.6M	-14%	20k	179.58	View chart
Eli Lilly & Co Stock (LLY)	0.2	$3.4M	+4%	2.8k	1199.43	View chart
Micron Technology Stock (MU)	0.2	$3.3M	-16%	2.9k	1154.29	View chart
Guidewire Software Stock (GWRE)	0.2	$3.3M		27k	123.05	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$3.1M	-13%	15k	212.77	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.2	$3.1M	NEW	4.1k	763.14	View chart
Disney Walt Stock (DIS)	0.2	$3.0M	-6%	31k	96.25	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$3.0M	+5%	10k	300.45	View chart
Nasdaq Stock (NDAQ)	0.2	$3.0M	+17%	38k	78.82	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$2.6M		3.5k	736.49	View chart
Exxonmobil Holdings Corp Stock	0.2	$2.6M	NEW	19k	136.72	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.2	$2.5M		32k	77.11	View chart
Ball Corp Stock (BALL)	0.2	$2.5M	+18%	40k	62.40	View chart
Slb Limited Com Stk Stock (SLB)	0.1	$2.4M	-18%	52k	46.49	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$2.3M		21k	109.43	View chart
Vaneck Merk Gold Etf Etf (OUNZ)	0.1	$2.3M	-28%	59k	38.59	View chart
Cisco Sys Stock (CSCO)	0.1	$2.2M	+16%	19k	117.46	View chart
Chubb Stock (CB)	0.1	$2.2M	NEW	6.4k	340.74	View chart
Johnson & Johnson Stock (JNJ)	0.1	$2.2M		8.5k	253.97	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.1	$2.1M	-9%	40k	53.11	View chart
Intercontinental Exchange Stock (ICE)	0.1	$2.1M	-19%	17k	123.11	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$2.0M	+37%	3.2k	640.76	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$2.0M		19k	103.88	View chart
Workday Inc Cl A Stock (WDAY)	0.1	$2.0M	-44%	16k	122.42	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$2.0M	+34%	54k	36.26	View chart
Lam Research Corp Stock (LRCX)	0.1	$1.9M		4.4k	433.33	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$1.9M		27k	68.41	View chart
Travelers Companies Stock (TRV)	0.1	$1.8M	+152%	5.3k	330.12	View chart
American Express Stock (AXP)	0.1	$1.7M	+11%	5.0k	338.25	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$1.6M		20k	83.75	View chart
Rtx Corporation Stock (RTX)	0.1	$1.5M		8.0k	189.73	View chart
Johnson Ctls Intl Stock (JCI)	0.1	$1.5M		10k	146.11	View chart
Salesforce Stock (CRM)	0.1	$1.5M	-37%	9.6k	156.67	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.1	$1.5M		14k	104.48	View chart
Conocophillips Stock (COP)	0.1	$1.5M	-14%	14k	103.96	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.1	$1.5M	+4%	27k	53.61	View chart
Corvel Corp Stock (CRVL)	0.1	$1.4M		23k	62.52	View chart
Lowes Cos Stock (LOW)	0.1	$1.4M		6.3k	220.49	View chart
Merck & Co Stock (MRK)	0.1	$1.4M	+90%	11k	128.50	View chart
Reddit Inc Cl A Stock (RDDT)	0.1	$1.4M		7.8k	173.58	View chart
Csx Corp Stock (CSX)	0.1	$1.3M		28k	47.53	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$1.3M	-2%	1.9k	703.34	View chart
Te Connectivity Plc Ord Stock (TEL)	0.1	$1.3M		6.4k	201.61	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$1.3M	+277%	10k	124.17	View chart
International Business Machs Stock (IBM)	0.1	$1.2M	+56%	4.4k	281.21	View chart
Applied Matls Stock (AMAT)	0.1	$1.2M		1.7k	723.04	View chart
Coherent Corp Stock (COHR)	0.1	$1.2M		3.0k	394.47	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$1.2M	-10%	11k	110.32	View chart
Ishares Ibonds Dec 2035 Term Corporate Etf Etf (IBCA)	0.1	$1.1M	NEW	42k	25.61	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$1.0M	NEW	8.4k	118.99	View chart
Targa Res Corp Stock (TRGP)	0.1	$955k	-5%	3.6k	268.14	View chart
Pepsico Stock (PEP)	0.1	$954k	-8%	7.0k	135.40	View chart
Texas Instrs Stock (TXN)	0.1	$927k		3.1k	298.07	View chart
Gilead Sciences Stock (GILD)	0.1	$919k		7.3k	126.34	View chart
Abbvie Stock (ABBV)	0.1	$911k	+83%	3.6k	251.64	View chart
Dexcom Stock (DXCM)	0.1	$885k	-20%	13k	67.35	View chart
Procter & Gamble Stock (PG)	0.1	$868k	+2%	5.9k	146.64	View chart
Starbucks Corp Stock (SBUX)	0.1	$853k	+16%	8.3k	102.19	View chart
State Street Spdr S&p Homebuilders Etf Etf (XHB)	0.0	$809k	-6%	7.0k	115.56	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$800k	-16%	1.6k	509.32	View chart
Medtronic Stock (MDT)	0.0	$782k		10k	78.23	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$745k		8.1k	92.27	View chart
Ge Vernova Stock (GEV)	0.0	$738k	+18%	628.00	1174.86	View chart
Intel Corp Stock (INTC)	0.0	$733k		5.3k	139.63	View chart
Colgate Palmolive Stock (CL)	0.0	$731k	NEW	8.0k	91.68	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$730k		2.4k	303.12	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$724k		23k	31.71	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.0	$691k	-8%	2.6k	264.72	View chart
Oracle Corp Stock (ORCL)	0.0	$686k		4.7k	146.55	View chart
Ameriprise Finl Stock (AMP)	0.0	$685k	+7%	1.5k	458.76	View chart
Goldman Sachs Group Stock (GS)	0.0	$674k		666.00	1011.37	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	0.0	$663k	NEW	6.9k	96.32	View chart
Ge Aerospace Stock (GE)	0.0	$661k	+13%	1.8k	373.73	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$653k	-9%	6.8k	96.58	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$615k	+300%	7.6k	80.57	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$611k		1.7k	370.04	View chart
Amgen Stock (AMGN)	0.0	$611k		1.7k	362.12	View chart
Royal Caribbean Group Stock (RCL)	0.0	$610k		1.9k	317.53	View chart
Eaton Corp Stock (ETN)	0.0	$595k		1.4k	426.12	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$566k	-7%	1.1k	509.46	View chart
Axon Enterprise Stock (AXON)	0.0	$561k		1.0k	560.61	View chart
Doordash Inc Cl A Stock (DASH)	0.0	$556k	-25%	3.0k	184.53	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$543k	+577%	6.3k	86.14	View chart
Vaneck Oil Services Etf Etf (OIH)	0.0	$543k	-8%	1.5k	371.92	View chart
Ishares Msci Taiwan Etf Etf (EWT)	0.0	$540k	-2%	5.0k	108.61	View chart
Ametek Stock (AME)	0.0	$539k		2.2k	241.94	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$535k	+699%	4.5k	119.52	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.0	$518k		5.9k	88.54	View chart
Linde Stock (LIN)	0.0	$517k	NEW	996.00	518.94	View chart
Booking Holdings Stock (BKNG)	0.0	$514k	+1241%	2.9k	178.24	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$506k	-5%	5.6k	90.60	View chart
Trane Technologies Stock (TT)	0.0	$481k		980.00	491.16	View chart
Arista Networks Stock (ANET)	0.0	$473k		2.8k	169.88	View chart
Coca Cola Stock (KO)	0.0	$470k	-6%	5.8k	81.27	View chart
Illumina Stock (ILMN)	0.0	$468k		2.7k	175.83	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$465k	-85%	5.1k	90.49	View chart
First Trust Small Cap Growth Alphadex Fund Etf (FYC)	0.0	$445k	NEW	3.5k	127.34	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$430k		1.8k	236.62	View chart
Danaher Corp Del Stock (DHR)	0.0	$427k	-8%	2.2k	190.48	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$423k		1.3k	314.59	View chart
Mercadolibre Stock (MELI)	0.0	$421k		248.00	1697.39	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$420k		13k	31.97	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.0	$385k		4.1k	93.27	View chart
Invesco S&p Smallcap Value With Momentum Etf Etf (XSVM)	0.0	$371k	NEW	5.3k	69.59	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$367k	-2%	3.1k	116.67	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$364k	+8%	996.00	365.80	View chart
Cvs Health Corp Stock (CVS)	0.0	$363k		3.5k	103.45	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$358k	-7%	11k	33.29	View chart
Emerson Elec Stock (EMR)	0.0	$340k	NEW	2.4k	143.15	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$338k		2.9k	117.50	View chart
Enbridge Stock (ENB)	0.0	$337k		6.2k	54.21	View chart
Illinois Tool Wks Stock (ITW)	0.0	$332k	+8%	1.2k	270.53	View chart
Public Svc Enterprise Group Stock (PEG)	0.0	$329k	NEW	4.0k	81.16	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.0	$326k	-5%	6.4k	51.29	View chart
Kla Corp Stock (KLAC)	0.0	$323k	NEW	1.1k	301.71	View chart
Citigroup Stock (C)	0.0	$321k	+9%	2.3k	139.96	View chart
Invesco Water Resources Etf Etf (PHO)	0.0	$309k	+3%	4.5k	69.08	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$303k		3.1k	96.43	View chart
Parker-hannifin Corp Stock (PH)	0.0	$301k		308.00	978.12	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.0	$298k	-3%	13k	22.26	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$298k	+6%	8.1k	36.76	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$286k	NEW	3.7k	77.54	View chart
Ishares Msci Netherlands Etf Etf (EWN)	0.0	$281k		4.0k	70.34	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$280k	NEW	290.00	965.00	View chart
Equinix Reit (EQIX)	0.0	$277k	-3%	266.00	1042.39	View chart
Qualcomm Stock (QCOM)	0.0	$273k	NEW	1.5k	184.79	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$269k	+23%	2.7k	98.98	View chart
Columbia India Consumer Etf Etf (INCO)	0.0	$269k		4.5k	59.65	View chart
Ishares Gold Trust Etf (IAU)	0.0	$266k		3.5k	75.51	View chart
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL)	0.0	$262k	NEW	2.9k	91.57	View chart
Astrazeneca Plc Ord Adr (AZN)	0.0	$261k		1.4k	189.62	View chart
Cheniere Energy Stock (LNG)	0.0	$261k	+17%	1.1k	239.01	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$260k	NEW	4.3k	59.69	View chart
Procept Biorobotics Corp Stock (PRCT)	0.0	$258k		11k	22.58	View chart
Verizon Communications Stock (VZ)	0.0	$255k	+49%	6.0k	42.34	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$254k		1.0k	246.22	View chart
Nextera Energy Stock (NEE)	0.0	$252k	+19%	2.9k	87.77	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$252k	-12%	3.1k	82.11	View chart
Marvell Technology Stock (MRVL)	0.0	$251k	NEW	844.00	297.89	View chart
Invesco Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.0	$250k	-4%	4.5k	55.77	View chart
Alps Sector Dividend Dogs Etf Etf (SDOG)	0.0	$248k	NEW	3.6k	68.22	View chart
Atlas Energy Solutions Stock (AESI)	0.0	$245k		15k	16.61	View chart
The Cigna Group Stock (CI)	0.0	$241k	-9%	874.00	275.68	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$237k		2.9k	83.07	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$233k		4.5k	51.85	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$233k		8.1k	28.96	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$221k	NEW	3.9k	56.37	View chart
Novartis Adr (NVS)	0.0	$220k		1.4k	156.72	View chart
Analog Devices Stock (ADI)	0.0	$208k	NEW	523.00	397.17	View chart
Autozone Stock (AZO)	0.0	$201k		63.00	3195.94	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$198k		10k	19.12	View chart
Grab Holdings Limited Class A Ord Stock (GRAB)	0.0	$179k		48k	3.77	View chart
Nuveen Calif Amt Free Muni Cef (NKX)	0.0	$172k	NEW	14k	12.53	View chart
Blackrock Munihldngs Cali Cef (MUC)	0.0	$141k	NEW	13k	10.99	View chart
Franklin Mun Opportunities Tr Sh Ben Int Cef (PMO)	0.0	$122k	NEW	12k	10.54	View chart
Sana Biotechnology Stock (SANA)	0.0	$37k		11k	3.49	View chart

Past Filings by Lyell Wealth Management

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

Lyell Wealth Management 2026 Q2 filed Aug. 5, 2026
Lyell Wealth Management 2026 Q1 filed May 7, 2026
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

View all past filings

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