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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, AAPL, AMZN, and represent 22.75% of Lyell Wealth Management's stock portfolio.
Added to shares of these 10 stocks: GOOG (+$48M), WM (+$11M), TJX (+$6.3M), AVGO (+$5.2M), DELL, ICE, NDAQ, IJR, SPY, XLV.
Started 15 new stock positions in AZN, ITW, SOXX, VZ, INTC, Bny Mellon Etf Trust Ii, LNG, FNDX, DJP, NEE. DELL, NDAQ, NVS, WM, EPD.
Reduced shares in these 10 stocks: CRM (-$6.9M), DLR (-$6.4M), BR (-$6.2M), WDAY (-$5.5M), LEN, VEEV, INTU, MU, NOW, SYK.
Sold out of its positions in ADBE, APP, AstraZeneca, TEAM, DKNG, DAX, MRP, AKRE, QCOM, SAP. SOLS, ZTS.
Lyell Wealth Management was a net buyer of stock by $56M.
Lyell Wealth Management has $1.4B in assets under management (AUM), dropping by -1.46%.
Central Index Key (CIK): 0001686444

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Portfolio Holdings for Lyell Wealth Management

Lyell Wealth Management holds 216 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nvidia Corporation Stock (NVDA)	7.4	$101M		579k	174.40	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	5.4	$73M	+197%	254k	286.86	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	3.8	$52M		182k	287.56	View chart
Apple Stock (AAPL)	3.4	$47M		184k	253.79	View chart
Amazon Stock (AMZN)	2.7	$37M		175k	208.27	View chart
Microsoft Corp Stock (MSFT)	2.5	$34M		93k	370.17	View chart
Meta Platforms Inc Cl A Stock (META)	2.3	$32M		55k	572.13	View chart
Vaneck Semiconductor Etf Etf (SMH)	2.2	$30M		78k	383.40	View chart
Costco Wholesale Corporation Stock (COST)	2.2	$30M		30k	996.43	View chart
Jpmorgan Chase & Co Stock (JPM)	2.2	$30M		101k	294.16	View chart
Palo Alto Networks Stock (PANW)	2.0	$27M		170k	160.32	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	2.0	$27M		20k	1320.83	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	1.9	$26M		105k	250.58	View chart
Caterpillar Stock (CAT)	1.9	$26M		37k	708.46	View chart
Amphenol Corp Cl A Stock (APH)	1.8	$24M		190k	126.35	View chart
Taiwan Semiconductor Manufact Adr (TSM)	1.7	$23M		68k	337.95	View chart
Quanta Svcs Stock (PWR)	1.6	$22M	+3%	40k	549.02	View chart
Netflix Stock (NFLX)	1.5	$20M	+2%	211k	96.15	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	1.4	$20M		165k	118.62	View chart
Morgan Stanley Stock (MS)	1.3	$18M		110k	164.57	View chart
D R Horton Stock (DHI)	1.3	$17M	+2%	126k	137.22	View chart
Intuitive Surgical Stock (ISRG)	1.3	$17M		37k	460.99	View chart
Thermo Fisher Scientific Stock (TMO)	1.2	$17M		35k	491.53	View chart
Visa Inc Com Cl A Stock (V)	1.2	$16M	-2%	53k	302.24	View chart
Advanced Micro Devices Stock (AMD)	1.2	$16M		78k	203.43	View chart
Walmart Stock (WMT)	1.1	$16M		126k	124.28	View chart
Spdr Gold Shares Etf (GLD)	1.1	$16M		36k	430.29	View chart
Home Depot Stock (HD)	1.1	$15M		46k	328.89	View chart
Cadence Design System Stock (CDNS)	1.1	$15M		52k	277.87	View chart
Uber Technologies Stock (UBER)	1.0	$14M		197k	71.93	View chart
Toll Brothers Stock (TOL)	1.0	$14M	+4%	100k	136.47	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	1.0	$14M	+6%	557k	24.24	View chart
Idexx Labs Stock (IDXX)	0.9	$13M	-3%	23k	561.89	View chart
Intuit Stock (INTU)	0.9	$13M	-12%	29k	432.38	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.9	$12M	+2%	490k	25.33	View chart
Broadcom Stock (AVGO)	0.9	$12M	+73%	40k	309.51	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.9	$12M	+16%	19k	650.34	View chart
Stryker Corporation Stock (SYK)	0.9	$12M	-8%	37k	328.59	View chart
Servicenow Stock (NOW)	0.9	$12M	-12%	114k	104.55	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.9	$12M	+3%	505k	23.26	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.8	$12M	+2%	24k	479.20	View chart
Honeywell Intl Stock (HON)	0.8	$12M	+4%	51k	226.03	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.8	$11M	-6%	466k	24.24	View chart
Cloudflare Inc Cl A Stock (NET)	0.8	$11M	+3%	54k	206.34	View chart
Deere & Co Stock (DE)	0.8	$11M	+2%	19k	563.31	View chart
Waste Mgmt Inc Del Stock (WM)	0.8	$11M	NEW	47k	229.79	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.8	$10M	+3%	468k	21.89	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.7	$9.8M	+5%	61k	161.73	View chart
Mastercard Incorporated Cl A Stock (MA)	0.7	$9.8M		20k	499.66	View chart
Snowflake Stock (SNOW)	0.7	$9.6M	+4%	64k	150.82	View chart
Extreme Networks Stock (EXTR)	0.6	$8.8M		582k	15.08	View chart
T-mobile Us Stock (TMUS)	0.6	$8.8M		42k	210.03	View chart
Tjx Cos Stock (TJX)	0.6	$8.8M	+262%	55k	159.70	View chart
Blackrock Stock (BLK)	0.6	$8.2M	+2%	8.5k	961.66	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.6	$8.0M	+26%	55k	146.61	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.5	$7.3M	+5%	350k	20.93	View chart
Union Pac Corp Stock (UNP)	0.5	$7.3M	-3%	30k	242.62	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.5	$7.1M	-2%	121k	58.78	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$6.9M		12k	597.54	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	0.5	$6.7M		265k	25.27	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.5	$6.6M	-30%	38k	175.66	View chart
Abbott Laboratories Stock (ABT)	0.5	$6.6M	-2%	65k	102.67	View chart
Blue Owl Capital Inc Com Cl A Stock (OWL)	0.5	$6.6M	+5%	725k	9.13	View chart
Chevron Corporation Stock (CVX)	0.4	$5.2M	-4%	25k	206.90	View chart
Ishares Ibonds Dec 2033 Term Corporate Etf Etf (IBDY)	0.3	$4.7M	+4%	181k	25.85	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.3	$4.5M	NEW	27k	164.13	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.3	$4.4M	+85%	36k	124.31	View chart
Digital Rlty Tr Reit (DLR)	0.3	$4.3M	-59%	24k	180.21	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.3	$4.2M	-6%	32k	132.90	View chart
Guidewire Software Stock (GWRE)	0.3	$4.0M		27k	149.56	View chart
Workday Inc Cl A Stock (WDAY)	0.3	$3.8M	-59%	29k	129.92	View chart
Vaneck Merk Gold Etf Etf (OUNZ)	0.3	$3.8M	+34%	83k	45.05	View chart
Bank Of Amer Corp Stock (BAC)	0.3	$3.6M	-16%	75k	48.75	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$3.6M		5.5k	653.21	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$3.4M		20k	169.66	View chart
Ishares Ibonds Dec 2034 Term Corporate Etf Etf (IBDZ)	0.2	$3.4M	+55%	129k	26.06	View chart
Slb Limited Com Stk Stock (SLB)	0.2	$3.3M		64k	51.39	View chart
Intercontinental Exchange Stock (ICE)	0.2	$3.3M	+729%	21k	157.28	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$3.3M	+6%	17k	191.92	View chart
Disney Walt Stock (DIS)	0.2	$3.2M	-5%	34k	96.38	View chart
Lennar Corp Cl A Stock (LEN)	0.2	$3.0M	-56%	34k	86.84	View chart
Ishares Biotechnology Etf Etf (IBB)	0.2	$3.0M	+62%	18k	168.85	View chart
Salesforce Stock (CRM)	0.2	$2.9M	-70%	15k	186.67	View chart
Nasdaq Stock (NDAQ)	0.2	$2.7M	NEW	32k	84.89	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.2	$2.7M	-2%	44k	61.26	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$2.5M	+80%	102k	24.75	View chart
Eli Lilly & Co Stock (LLY)	0.2	$2.5M		2.7k	919.77	View chart
Ishares Tips Bond Etf Etf (TIP)	0.2	$2.4M	-11%	21k	110.36	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$2.4M		9.5k	248.00	View chart
Conocophillips Stock (COP)	0.2	$2.2M	-11%	17k	132.00	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.2	$2.2M	-3%	32k	67.53	View chart
Johnson & Johnson Stock (JNJ)	0.1	$2.0M	+5%	8.3k	244.44	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$2.0M	-24%	3.5k	577.25	View chart
Ball Corp Stock (BALL)	0.1	$2.0M	+31%	33k	59.11	View chart
Tesla Stock (TSLA)	0.1	$1.9M	-3%	5.2k	371.75	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.9M	+17%	19k	97.13	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.1	$1.6M	+151%	12k	127.73	View chart
Rtx Corporation Stock (RTX)	0.1	$1.6M		8.0k	192.90	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$1.5M	+7%	27k	56.79	View chart
Lowes Cos Stock (LOW)	0.1	$1.5M	+3%	6.4k	236.28	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$1.5M		20k	75.10	View chart
American Express Stock (AXP)	0.1	$1.4M		4.5k	302.48	View chart
Johnson Ctls Intl Stock (JCI)	0.1	$1.4M		10k	130.95	View chart
Te Connectivity Plc Ord Stock (TEL)	0.1	$1.3M		6.4k	209.02	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$1.3M	+19%	40k	32.95	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.1	$1.3M	+5%	15k	90.55	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$1.3M	-2%	1.9k	682.25	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.1	$1.3M	+5%	26k	49.37	View chart
Cisco Sys Stock (CSCO)	0.1	$1.3M	+3%	16k	77.59	View chart
Corvel Corp Stock (CRVL)	0.1	$1.3M		23k	54.65	View chart
Pepsico Stock (PEP)	0.1	$1.2M		7.7k	155.29	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$1.2M		1.9k	616.76	View chart
Micron Technology Stock (MU)	0.1	$1.2M	-59%	3.5k	337.84	View chart
Csx Corp Stock (CSX)	0.1	$1.1M		28k	41.05	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$1.1M	-19%	2.7k	426.40	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$1.1M	-7%	12k	97.23	View chart
Reddit Inc Cl A Stock (RDDT)	0.1	$1.1M		7.8k	134.65	View chart
Dexcom Stock (DXCM)	0.1	$1.0M	-21%	17k	62.80	View chart
Gilead Sciences Stock (GILD)	0.1	$1.0M		7.3k	139.37	View chart
Lam Research Corp Stock (LRCX)	0.1	$950k		4.4k	213.66	View chart
Targa Res Corp Stock (TRGP)	0.1	$941k		3.8k	250.73	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.1	$908k		40k	22.69	View chart
Booking Holdings Stock (BKNG)	0.1	$905k	+136%	215.00	4210.32	View chart
Medtronic Stock (MDT)	0.1	$866k	-2%	10k	86.65	View chart
Procter & Gamble Stock (PG)	0.1	$833k	-3%	5.8k	144.44	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$759k		8.1k	93.98	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$759k	NEW	2.3k	328.66	View chart
State Street Spdr S&p Homebuilders Etf Etf (XHB)	0.1	$736k	-8%	7.5k	98.72	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$727k	-3%	1.2k	604.39	View chart
Coherent Corp Stock (COHR)	0.1	$715k		3.0k	238.21	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$697k		23k	30.68	View chart
Oracle Corp Stock (ORCL)	0.1	$689k		4.7k	147.11	View chart
International Business Machs Stock (IBM)	0.1	$683k	+2%	2.8k	242.39	View chart
Merck & Co Stock (MRK)	0.1	$683k	+5%	5.7k	120.29	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$676k	+3%	7.5k	90.53	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.0	$669k	-12%	2.9k	234.03	View chart
Vaneck Oil Services Etf Etf (OIH)	0.0	$647k	-3%	1.6k	404.11	View chart
Starbucks Corp Stock (SBUX)	0.0	$642k	-13%	7.2k	89.59	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$631k		2.4k	261.92	View chart
Ameriprise Finl Stock (AMP)	0.0	$619k		1.4k	444.40	View chart
Travelers Companies Stock (TRV)	0.0	$614k	+62%	2.1k	291.68	View chart
Doordash Inc Cl A Stock (DASH)	0.0	$605k	-27%	4.0k	150.15	View chart
Texas Instrs Stock (TXN)	0.0	$594k	+2%	3.1k	194.14	View chart
Amgen Stock (AMGN)	0.0	$586k	+6%	1.7k	351.85	View chart
Applied Matls Stock (AMAT)	0.0	$581k	+45%	1.7k	341.81	View chart
Goldman Sachs Group Stock (GS)	0.0	$563k		666.00	845.99	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$548k		1.9k	287.18	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$530k		1.7k	320.81	View chart
Royal Caribbean Group Stock (RCL)	0.0	$528k		1.9k	275.18	View chart
Eaton Corp Stock (ETN)	0.0	$490k	+19%	1.4k	357.67	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.0	$482k		5.9k	82.43	View chart
Nike Inc Cl B Stock (NKE)	0.0	$477k	-25%	9.0k	52.82	View chart
Ametek Stock (AME)	0.0	$477k		2.2k	214.36	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$472k	-53%	5.9k	80.05	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$472k		3.2k	146.28	View chart
Coca Cola Stock (KO)	0.0	$469k		6.2k	76.05	View chart
Danaher Corp Del Stock (DHR)	0.0	$464k		2.4k	189.60	View chart
Ge Vernova Stock (GEV)	0.0	$462k		529.00	872.90	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$449k	-10%	12k	38.42	View chart
Ge Aerospace Stock (GE)	0.0	$444k		1.6k	283.77	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$440k		13k	33.53	View chart
Mercadolibre Stock (MELI)	0.0	$429k		248.00	1729.02	View chart
Axon Enterprise Stock (AXON)	0.0	$429k		1.0k	424.69	View chart
Abbvie Stock (ABBV)	0.0	$428k		2.0k	217.49	View chart
Trane Technologies Stock (TT)	0.0	$408k	+5%	980.00	416.74	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$407k	+24%	931.00	436.88	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$391k		560.00	697.41	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$389k		1.8k	215.06	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$386k		1.3k	287.00	View chart
Broadridge Finl Solutions Stock (BR)	0.0	$373k	-94%	2.3k	162.48	View chart
Ishares Msci Taiwan Etf Etf (EWT)	0.0	$364k		5.1k	70.92	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.0	$349k		4.1k	84.44	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.0	$344k		6.7k	51.23	View chart
Arista Networks Stock (ANET)	0.0	$342k		2.8k	122.78	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$339k		5.6k	60.65	View chart
Enbridge Stock (ENB)	0.0	$337k		6.2k	54.14	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$334k	-21%	900.00	370.68	View chart
Illumina Stock (ILMN)	0.0	$328k		2.7k	123.26	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.0	$310k	+27%	14k	22.33	View chart
Ishares Gold Trust Etf (IAU)	0.0	$310k		3.5k	88.16	View chart
Illinois Tool Wks Stock (ITW)	0.0	$293k	NEW	1.1k	260.36	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$293k		921.00	318.01	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$289k		2.9k	100.62	View chart
Invesco Water Resources Etf Etf (PHO)	0.0	$289k		4.3k	66.86	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$288k	+7%	3.5k	82.57	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$287k	NEW	7.6k	37.84	View chart
Procept Biorobotics Corp Stock (PRCT)	0.0	$286k		11k	25.01	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$279k	-34%	3.1k	88.70	View chart
Parker-hannifin Corp Stock (PH)	0.0	$276k		308.00	895.24	View chart
Astrazeneca Plc Ord Adr (AZN)	0.0	$272k	NEW	1.4k	197.22	View chart
Equinix Reit (EQIX)	0.0	$270k	-2%	275.00	980.24	View chart
Cheniere Energy Stock (LNG)	0.0	$263k	NEW	928.00	283.76	View chart
The Cigna Group Stock (CI)	0.0	$259k		970.00	266.75	View chart
Cvs Health Corp Stock (CVS)	0.0	$252k		3.5k	71.82	View chart
Trip Com Group Ltd Ads Adr (TCOM)	0.0	$252k		5.1k	49.79	View chart
Columbia India Consumer Etf Etf (INCO)	0.0	$248k		4.5k	54.97	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$238k		2.9k	81.98	View chart
Citigroup Stock (C)	0.0	$237k		2.1k	113.41	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$237k		4.5k	52.64	View chart
Intel Corp Stock (INTC)	0.0	$231k	NEW	5.2k	44.13	View chart
Ishares Msci Netherlands Etf Etf (EWN)	0.0	$230k		4.0k	57.51	View chart
Nextera Energy Stock (NEE)	0.0	$223k	NEW	2.4k	92.88	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$220k	NEW	7.9k	27.85	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$218k		2.2k	99.27	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$215k		1.0k	208.09	View chart
Novartis Adr (NVS)	0.0	$215k	NEW	1.4k	152.75	View chart
Invesco Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.0	$214k	-31%	4.7k	45.87	View chart
Autozone Stock (AZO)	0.0	$213k		63.00	3377.78	View chart
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP)	0.0	$210k	NEW	4.4k	48.14	View chart
Bny Mellon Municipal Short Duration Etf Etf	0.0	$205k	NEW	8.0k	25.52	View chart
Verizon Communications Stock (VZ)	0.0	$203k	NEW	4.0k	50.20	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$202k		8.1k	25.10	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$200k		10k	19.30	View chart
Atlas Energy Solutions Stock (AESI)	0.0	$194k		15k	13.12	View chart
Grab Holdings Limited Class A Ord Stock (GRAB)	0.0	$174k	+4%	48k	3.66	View chart
Sana Biotechnology Stock (SANA)	0.0	$30k		11k	2.88	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 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
Lyell Wealth Management 2022 Q2 filed July 28, 2022

View all past filings

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