Lyell Wealth Management

Lyell Wealth Management as of Sept. 30, 2025

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