Lyell Wealth Management

Lyell Wealth Management as of Dec. 31, 2025

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