Lyell Wealth Management, Lp Top Holdings and 13F Report (2025)

About Lyell Wealth Management, Lp

Investment Activity

Lyell Wealth Management, Lp has $1.27 billion in total holdings as of June 30, 2025.
Lyell Wealth Management, Lp owns shares of 219 different stocks, but just 55 companies or ETFs make up 80% of its holdings.
Approximately 5.54% of the portfolio was purchased this quarter.
About 3.06% of the portfolio was sold this quarter.
This quarter, Lyell Wealth Management, Lp has purchased 202 new stocks and bought additional shares in 79 stocks.
Lyell Wealth Management, Lp sold shares of 70 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

NVIDIA: $93,880,818
Microsoft: $44,816,756
Meta Platforms: $38,178,443
Apple: $37,651,469
Amazon.com: $37,154,793

Largest New Holdings this Quarter

09581B103 - Blue Owl Capital: $8,702,461 Holding
922042775 - Vanguard FTSE All-World ex-US ETF: $1,315,495 Holding
G87052109 - TE CONNECTIVITY PLC ORD SHS: $1,064,645 Holding
G5960L103 - Medtronic: $892,621 Holding
09857L108 - Booking: $509,453 Holding

Largest Purchases this Quarter

Blue Owl Capital: 453,017 shares (about $8.70M)
Berkshire Hathaway: 9,452 shares (about $4.59M)
Vertiv: 30,860 shares (about $3.96M)
Vanguard S&P 500 ETF: 5,676 shares (about $3.22M)
Quanta Services: 5,490 shares (about $2.08M)

Largest Sales this Quarter

Energy Select Sector SPDR Fund: 39,104 shares (about $3.32M)
Chevron: 18,277 shares (about $2.62M)
Adobe: 6,313 shares (about $2.44M)
Citigroup: 28,100 shares (about $2.39M)
SPDR S&P 500 ETF Trust: 2,976 shares (about $1.84M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$93,880,818	$766,094 ▲	0.8%	594,220	7.4%	Computer and Technology
MSFT Microsoft	$44,816,756	$1,707,116 ▲	4.0%	90,100	3.5%	Computer and Technology
META Meta Platforms	$38,178,443	$1,081,302 ▲	2.9%	51,726	3.0%	Computer and Technology
AAPL Apple	$37,651,469	$551,496 ▼	-1.4%	183,514	3.0%	Computer and Technology
AMZN Amazon.com	$37,154,793	$756,895 ▲	2.1%	169,355	2.9%	Retail/Wholesale
PANW Palo Alto Networks	$33,732,039	$852,530 ▲	2.6%	164,836	2.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$29,069,163	$1,301,691 ▲	4.7%	100,270	2.3%	Finance
COST Costco Wholesale	$28,055,900	$850,359 ▲	3.1%	28,341	2.2%	Retail/Wholesale
NOW ServiceNow	$27,238,980	$767,976 ▲	2.9%	26,495	2.2%	Computer and Technology
GOOGL Alphabet	$26,871,832	$1,386,045 ▲	5.4%	152,482	2.1%	Computer and Technology
INTU Intuit	$24,948,192	$189,031 ▲	0.8%	31,675	2.0%	Computer and Technology
WDAY Workday	$22,604,880	$225,600 ▲	1.0%	94,187	1.8%	Computer and Technology
NFLX Netflix	$21,688,549	$593,235 ▲	2.8%	16,196	1.7%	Consumer Discretionary
SMH VanEck Semiconductor ETF	$20,287,404	$1,185,519 ▲	6.2%	72,746	1.6%	Manufacturing
ISRG Intuitive Surgical	$19,376,914	$636,333 ▲	3.4%	35,658	1.5%	Medical
APH Amphenol	$19,312,848	$543,520 ▲	2.9%	195,573	1.5%	Computer and Technology
SHOP Shopify	$19,011,526	$525,765 ▲	2.8%	164,816	1.5%	Computer and Technology
V Visa	$18,560,002	$1,273,217 ▲	7.4%	52,274	1.5%	Business Services
CRM Salesforce	$17,672,492	$351,770 ▼	-2.0%	64,808	1.4%	Computer and Technology
UBER Uber Technologies	$17,344,937	$890,082 ▲	5.4%	185,905	1.4%	Computer and Technology
GOOG Alphabet	$16,515,435	$380,858 ▲	2.4%	93,102	1.3%	Computer and Technology
HD Home Depot	$16,508,476	$230,985 ▲	1.4%	45,026	1.3%	Retail/Wholesale
VEEV Veeva Systems	$15,610,820	$162,133 ▲	1.0%	54,208	1.2%	Medical
ASML ASML	$15,592,645	$20,836 ▼	-0.1%	19,457	1.2%	Computer and Technology
CDNS Cadence Design Systems	$15,511,963	$726,310 ▲	4.9%	50,339	1.2%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$15,482,856	$816,496 ▲	5.6%	68,360	1.2%	Computer and Technology
MS Morgan Stanley	$15,252,356	$691,483 ▲	4.7%	108,280	1.2%	Finance
SYK Stryker	$15,037,795	$343,800 ▲	2.3%	38,010	1.2%	Medical
DHI D.R. Horton	$14,777,470	$468,367 ▲	3.3%	114,625	1.2%	Construction
CAT Caterpillar	$14,504,690	$560,963 ▲	4.0%	37,363	1.1%	Industrials
VRT Vertiv	$13,491,017	$3,962,734 ▲	41.6%	105,062	1.1%	Computer and Technology
PWR Quanta Services	$13,448,685	$2,075,659 ▲	18.3%	35,571	1.1%	Construction
SNOW Snowflake	$13,241,814	$337,669 ▼	-2.5%	59,176	1.0%	Computer and Technology
TMO Thermo Fisher Scientific	$13,020,961	$540,479 ▲	4.3%	32,114	1.0%	Medical
IDXX IDEXX Laboratories	$12,411,980	$363,102 ▲	3.0%	23,142	1.0%	Medical
AMD Advanced Micro Devices	$12,309,257	$566,323 ▼	-4.4%	86,746	1.0%	Computer and Technology
HON Honeywell International	$12,278,887	$226,128 ▲	1.9%	52,726	1.0%	Multi-Sector Conglomerates
GLD SPDR Gold Shares	$12,135,282	$779,755 ▼	-6.0%	39,810	1.0%	Finance
WMT Walmart	$11,599,979	$1,429,549 ▲	14.1%	118,633	0.9%	Retail/Wholesale
MA Mastercard	$10,601,538	$1,082,294 ▲	11.4%	18,866	0.8%	Business Services
DLR Digital Realty Trust	$10,358,434	$253,997 ▲	2.5%	59,419	0.8%	Finance
EXTR Extreme Networks	$10,213,388		0.0%	568,991	0.8%	Computer and Technology
ZTS Zoetis	$10,149,567	$357,750 ▼	-3.4%	65,082	0.8%	Medical
NET Cloudflare	$10,148,498	$210,517 ▲	2.1%	51,823	0.8%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$10,034,377	$1,838,699 ▼	-15.5%	16,241	0.8%	Finance
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$9,934,925	$482,997 ▲	5.1%	409,350	0.8%	ETF
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$9,503,343	$485,903 ▲	5.4%	373,853	0.8%	ETF
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$9,495,895	$656,351 ▲	7.4%	391,583	0.8%	ETF
LEN Lennar	$9,311,623	$99,439 ▲	1.1%	84,184	0.7%	Construction
BR Broadridge Financial Solutions	$9,266,016	$516,682 ▲	5.9%	38,127	0.7%	Computer and Technology
TMUS T-Mobile US	$8,953,618	$1,700,232 ▲	23.4%	37,579	0.7%	Computer and Technology
ABT Abbott Laboratories	$8,821,704	$643,732 ▲	7.9%	64,861	0.7%	Medical
TOL Toll Brothers	$8,808,349	$944,542 ▲	12.0%	77,178	0.7%	Construction
OWL Blue Owl Capital	$8,702,461	$8,702,461 ▲	New Holding	453,017	0.7%	Finance
XLI Industrial Select Sector SPDR Fund	$8,568,855	$196,939 ▲	2.4%	58,086	0.7%	ETF
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$8,532,621	$444,040 ▲	5.5%	365,736	0.7%	ETF
GWRE Guidewire Software	$8,285,486		0.0%	35,190	0.7%	Computer and Technology
BRK.B Berkshire Hathaway	$8,174,052	$4,591,498 ▲	128.2%	16,827	0.6%	Finance
BLACKROCK INC COM	$8,109,689	$480,559 ▲	6.3%	7,729	0.6%	Stock
DE Deere & Company	$8,008,221	$695,615 ▲	9.5%	15,749	0.6%	Industrials
UNP Union Pacific	$7,949,945	$240,203 ▲	3.1%	34,553	0.6%	Transportation
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$7,811,390	$1,079,542 ▼	-12.1%	310,222	0.6%	ETF
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$7,327,297	$245,165 ▲	3.5%	333,362	0.6%	ETF
TTD Trade Desk	$6,628,263	$451,161 ▼	-6.4%	92,072	0.5%	Computer and Technology
FCX Freeport-McMoRan	$6,041,465	$81,194 ▼	-1.3%	139,365	0.5%	Basic Materials
VOO Vanguard S&P 500 ETF	$5,517,440	$3,224,234 ▲	140.6%	9,713	0.4%	ETF
IBDX iShares iBonds Dec 2032 Term Corporate ETF	$5,512,762	$79,648 ▲	1.5%	218,025	0.4%	ETF
IBDW iShares iBonds Dec 2031 Term Corporate ETF	$5,323,120	$189,886 ▲	3.7%	253,000	0.4%	ETF
DIS Walt Disney	$5,002,067	$200,772 ▲	4.2%	40,336	0.4%	Consumer Discretionary
XLV Health Care Select Sector SPDR Fund	$4,801,355	$140,316 ▼	-2.8%	35,621	0.4%	ETF
XLK Technology Select Sector SPDR Fund	$4,637,387	$241,834 ▲	5.5%	18,313	0.4%	ETF
AVGO Broadcom	$4,545,469	$28,668 ▼	-0.6%	16,490	0.4%	Computer and Technology
BAC Bank of America	$4,234,856	$38,944 ▼	-0.9%	89,494	0.3%	Finance
DXCM DexCom	$4,088,314	$711,937 ▼	-14.8%	46,836	0.3%	Medical
CVX Chevron	$4,035,213	$2,617,068 ▼	-39.3%	28,181	0.3%	Energy
IVV iShares Core S&P 500 ETF	$3,783,144	$36,012 ▼	-0.9%	6,093	0.3%	ETF
ADBE Adobe	$3,662,206	$2,442,373 ▼	-40.0%	9,466	0.3%	Computer and Technology
BALL Ball	$2,776,821	$346,465 ▼	-11.1%	49,507	0.2%	Industrials
QQQ Invesco QQQ	$2,734,107	$257,633 ▲	10.4%	4,956	0.2%	Finance
TIP iShares TIPS Bond ETF	$2,674,852	$10,454 ▲	0.4%	24,308	0.2%	ETF
XLE Energy Select Sector SPDR Fund	$2,674,820	$3,316,407 ▼	-55.4%	31,539	0.2%	ETF
CRVL CorVel	$2,610,406		0.0%	25,398	0.2%	Business Services
SLB Schlumberger	$2,581,186	$1,603,887 ▼	-38.3%	76,366	0.2%	Energy
IJH iShares Core S&P Mid-Cap ETF	$2,486,072	$167,454 ▼	-6.3%	40,085	0.2%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$2,474,307	$814,350 ▼	-24.8%	13,615	0.2%	ETF
IBDY iShares iBonds Dec 2033 Term Corporate ETF	$2,337,797	$884,008 ▲	60.8%	90,245	0.2%	ETF
XOM Exxon Mobil	$2,328,049	$346,469 ▲	17.5%	21,596	0.2%	Energy
COP ConocoPhillips	$2,127,475	$698,180 ▼	-24.7%	23,707	0.2%	Energy
IWM iShares Russell 2000 ETF	$1,983,496	$327,993 ▼	-14.2%	9,192	0.2%	Finance
OUNZ VanEck Merk Gold ETF	$1,906,863		0.0%	59,795	0.2%	ETF
CCI Crown Castle	$1,879,720	$245,829 ▼	-11.6%	18,298	0.1%	Finance
LLY Eli Lilly and Company	$1,863,856	$42,095 ▼	-2.2%	2,391	0.1%	Medical
PRCT PROCEPT BioRobotics	$1,810,944		0.0%	31,440	0.1%	Medical
PNC The PNC Financial Services Group	$1,785,344		0.0%	9,577	0.1%	Finance
NKE NIKE	$1,710,150	$1,376,616 ▼	-44.6%	24,073	0.1%	Consumer Discretionary
XLF Financial Select Sector SPDR Fund	$1,675,280	$268,818 ▼	-13.8%	31,989	0.1%	ETF
LOW Lowe's Companies	$1,593,692	$430,428 ▲	37.0%	7,183	0.1%	Retail/Wholesale
FDN First Trust Dow Jones Internet Index Fund	$1,547,840	$10,235 ▲	0.7%	5,747	0.1%	ETF
EFA iShares MSCI EAFE ETF	$1,519,639	$159,830 ▼	-9.5%	17,000	0.1%	Finance
DOORDASH INC CL A	$1,429,758	$854,650 ▼	-37.4%	5,800	0.1%	Stock

Showing largest 100 holdings. View all holdings.

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Lyell Wealth Management, Lp Top Holdings and 13F Report (2025)

About Lyell Wealth Management, Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Lyell Wealth Management, Lp Top Holdings and 13F Report (2025)

About Lyell Wealth Management, Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLyell Wealth Management, Lp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools