Lyell Wealth Management

Lyell Wealth Management as of June 30, 2026

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