Lyell Wealth Management

Lyell Wealth Management as of March 31, 2026

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