Lyell Wealth Management, Lp Portfolio Stock Holdings
Lyell Wealth Management, Lp disclosed 216 stock positions valued at approximately $1.4 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION COM, ALPHABET INC CAP STK CL C, and ALPHABET INC CAP STK CL A. The filing reflects positions held as of March 31, 2026 and was filed on May 7, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 216
- Portfolio Value
- $1.4B
Holdings by Sector
Lyell Wealth Management, Lp Portfolio Holdings in Q1 2026
213 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION COM | NVDA | Technology | 7.42% | 578,932 | -1,791 | -0.31% | $100,965,758 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 5.36% | 254,135 | +168,779 | +197.74% | $72,901,229 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 3.85% | 181,994 | -238 | -0.13% | $52,334,238 |
| APPLE INC COM | AAPL | Technology | 3.44% | 184,296 | +535 | +0.29% | $46,772,566 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 2.69% | 175,441 | +792 | +0.45% | $36,539,097 |
| MICROSOFT CORP COM | MSFT | Technology | 2.52% | 92,487 | +338 | +0.37% | $34,235,815 |
| META PLATFORMS INC CL A | META | Communication Services | 2.32% | 55,116 | +1,011 | +1.87% | $31,533,517 |
| VANECK SEMICONDUCTOR ETF | SMH | Other | 2.19% | 77,905 | +237 | +0.31% | $29,868,674 |
| COSTCO WHOLESALE CORPORATION COM | COST | Consumer Defensive | 2.19% | 29,874 | +378 | +1.28% | $29,767,424 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 2.17% | 100,578 | -239 | -0.24% | $29,586,153 |
| PALO ALTO NETWORKS INC COM | PANW | Technology | 2.01% | 170,274 | +864 | +0.51% | $27,298,328 |
| ASML HLDG NV N Y REGISTRY SHS | ASML | Other | 1.95% | 20,137 | -292 | -1.43% | $26,597,554 |
| VERTIV HOLDINGS CO COM CL A | VRT | Industrials | 1.93% | 104,958 | -533 | -0.51% | $26,300,409 |
| CATERPILLAR INC COM | CAT | Industrials | 1.93% | 36,994 | -251 | -0.67% | $26,208,947 |
| AMPHENOL CORP CL A | APH | Technology | 1.76% | 189,586 | -358 | -0.19% | $23,954,232 |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | TSM | Technology | 1.69% | 67,979 | -809 | -1.18% | $22,973,503 |
| QUANTA SVCS INC COM | PWR | Industrials | 1.60% | 39,707 | +1,248 | +3.25% | $21,799,956 |
| NETFLIX INC. COM | NFLX | Communication Services | 1.49% | 210,747 | +4,366 | +2.12% | $20,263,324 |
| SHOPIFY INC CL A SUB VTG SHS | SHOP | Technology | 1.44% | 164,916 | +21 | +0.01% | $19,562,336 |
| MORGAN STANLEY COM NEW | MS | Financial Services | 1.33% | 109,996 | +234 | +0.21% | $18,102,082 |
| D R HORTON INC COM | DHI | Consumer Cyclical | 1.27% | 126,385 | +3,078 | +2.50% | $17,342,532 |
| INTUITIVE SURGICAL INC COM NEW | ISRG | Healthcare | 1.26% | 37,192 | -294 | -0.78% | $17,145,140 |
| THERMO FISHER SCIENTIFIC INC COM | TMO | Healthcare | 1.25% | 34,546 | +323 | +0.94% | $16,980,444 |
| VISA INC COM CL A | V | Financial Services | 1.18% | 53,199 | -1,170 | -2.15% | $16,078,728 |
| ADVANCED MICRO DEVICES INC COM | AMD | Technology | 1.16% | 77,486 | +99 | +0.13% | $15,762,977 |
| WALMART INC COM | WMT | Consumer Defensive | 1.15% | 125,615 | +1,690 | +1.36% | $15,611,437 |
| SPDR GOLD SHARES | GLD | Other | 1.14% | 36,019 | -311 | -0.86% | $15,498,616 |
| HOME DEPOT INC COM | HD | Consumer Cyclical | 1.11% | 46,013 | -322 | -0.69% | $15,133,282 |
| CADENCE DESIGN SYSTEM INC COM | CDNS | Technology | 1.07% | 52,360 | +83 | +0.16% | $14,549,273 |
| UBER TECHNOLOGIES INC COM | UBER | Technology | 1.04% | 196,668 | -114 | -0.06% | $14,146,329 |
| TOLL BROTHERS INC COM | TOL | Consumer Cyclical | 1.00% | 100,181 | +4,537 | +4.74% | $13,671,661 |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | IBDS | Other | 0.99% | 556,683 | +34,720 | +6.65% | $13,493,996 |
| IDEXX LABS INC COM | IDXX | Healthcare | 0.93% | 22,517 | -796 | -3.41% | $12,652,077 |
| INTUIT COM | INTU | Technology | 0.92% | 28,832 | -4,194 | -12.70% | $12,466,434 |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | IBDT | Other | 0.91% | 490,178 | +10,863 | +2.27% | $12,416,209 |
| BROADCOM INC COM | AVGO | Technology | 0.91% | 39,849 | +16,866 | +73.38% | $12,333,664 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 0.90% | 18,829 | +2,728 | +16.94% | $12,245,198 |
| STRYKER CORPORATION COM | SYK | Healthcare | 0.89% | 36,965 | -3,645 | -8.98% | $12,146,408 |
| SERVICENOW INC COM | NOW | Technology | 0.88% | 114,446 | -15,939 | -12.22% | $11,965,329 |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | IBDU | Other | 0.86% | 504,623 | +18,557 | +3.82% | $11,737,531 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 0.85% | 24,078 | +700 | +2.99% | $11,538,178 |
| HONEYWELL INTL INC COM | HON | Industrials | 0.85% | 51,035 | +2,076 | +4.24% | $11,535,454 |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | IBDR | Other | 0.83% | 466,279 | -31,970 | -6.42% | $11,302,603 |
| CLOUDFLARE INC CL A COM | NET | Technology | 0.82% | 54,034 | +1,665 | +3.18% | $11,149,376 |
| DEERE & CO COM | DE | Industrials | 0.80% | 19,304 | +382 | +2.02% | $10,874,073 |
| WASTE MGMT INC DEL COM | WM | Industrials | 0.80% | 47,158 | +47,158 | +100.00% | $10,836,437 |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | IBDV | Other | 0.75% | 467,998 | +15,011 | +3.31% | $10,244,476 |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | XLI | Other | 0.72% | 60,703 | +3,331 | +5.81% | $9,817,534 |
| MASTERCARD INCORPORATED CL A | MA | Financial Services | 0.72% | 19,514 | -330 | -1.66% | $9,750,386 |
| SNOWFLAKE INC COM SHS | SNOW | Technology | 0.70% | 63,551 | +2,991 | +4.94% | $9,584,762 |
| EXTREME NETWORKS INC COM | EXTR | Technology | 0.65% | 582,345 | - | - | $8,781,763 |
| T-MOBILE US INC COM | TMUS | Communication Services | 0.64% | 41,698 | +660 | +1.61% | $8,757,813 |
| TJX COS INC NEW COM | TJX | Consumer Cyclical | 0.64% | 54,833 | +39,688 | +262.05% | $8,756,830 |
| BLACKROCK INC COM | BLK | Other | 0.60% | 8,501 | +199 | +2.40% | $8,175,055 |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | XLV | Other | 0.59% | 54,732 | +11,322 | +26.08% | $8,024,259 |
| ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | IBDW | Other | 0.54% | 349,577 | +17,300 | +5.21% | $7,316,647 |
| UNION PAC CORP COM | UNP | Industrials | 0.54% | 30,069 | -1,160 | -3.71% | $7,295,412 |
| FREEPORT MCMORAN INC CL B | FCX | Basic Materials | 0.52% | 121,162 | -3,003 | -2.42% | $7,121,898 |
| VANGUARD S&P 500 ETF | VOO | Other | 0.51% | 11,597 | -109 | -0.93% | $6,929,727 |
| ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | IBDX | Other | 0.49% | 264,515 | +4,450 | +1.71% | $6,684,294 |
| VEEVA SYS INC CL A COM | VEEV | Healthcare | 0.49% | 37,830 | -16,759 | -30.70% | $6,645,218 |
| ABBOTT LABORATORIES COM | ABT | Healthcare | 0.49% | 64,501 | -1,498 | -2.27% | $6,622,318 |
| BLUE OWL CAPITAL INC COM CL A | OWL | Financial Services | 0.49% | 725,136 | +35,681 | +5.18% | $6,620,492 |
| CHEVRON CORPORATION COM | CVX | Energy | 0.38% | 24,958 | -1,265 | -4.82% | $5,163,853 |
| ISHARES IBONDS DEC 2033 TERM CORPORATE ETF | IBDY | Other | 0.34% | 181,445 | +7,800 | +4.49% | $4,690,353 |
| DELL TECHNOLOGIES INC CL C | DELL | Technology | 0.33% | 27,190 | +27,190 | +100.00% | $4,462,695 |
| ISHARES CORE S&P SMALL CAP ETF | IJR | Other | 0.33% | 35,690 | +16,489 | +85.88% | $4,436,628 |
| DIGITAL RLTY TR INC COM | DLR | Real Estate | 0.31% | 23,645 | -35,347 | -59.92% | $4,261,042 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | XLK | Other | 0.31% | 31,808 | -2,169 | -6.38% | $4,227,317 |
| GUIDEWIRE SOFTWARE INC COM | GWRE | Technology | 0.30% | 26,930 | -22 | -0.08% | $4,027,651 |
| WORKDAY INC CL A | WDAY | Technology | 0.28% | 29,172 | -42,426 | -59.26% | $3,790,026 |
| VANECK MERK GOLD ETF | OUNZ | Other | 0.28% | 83,245 | +21,450 | +34.71% | $3,750,187 |
| BANK OF AMER CORP COM | BAC | Financial Services | 0.27% | 74,783 | -15,000 | -16.71% | $3,645,671 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 0.26% | 5,501 | -93 | -1.66% | $3,593,308 |
| EXXON MOBIL CORP COM | XOM | Energy | 0.25% | 19,813 | +40 | +0.20% | $3,361,474 |
| SLB LIMITED COM STK | SLB | Energy | 0.24% | 64,289 | -773 | -1.19% | $3,303,787 |
| INTERCONTINENTAL EXCHANGE INC COM | ICE | Financial Services | 0.24% | 20,772 | +18,269 | +729.88% | $3,267,020 |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | Other | 0.24% | 17,000 | +974 | +6.08% | $3,262,640 |
| DISNEY WALT CO COM | DIS | Communication Services | 0.24% | 33,646 | -1,877 | -5.28% | $3,242,786 |
| LENNAR CORP CL A | LEN | Consumer Cyclical | 0.22% | 34,296 | -44,403 | -56.42% | $2,978,279 |
| ISHARES BIOTECHNOLOGY ETF | IBB | Other | 0.22% | 17,570 | +6,740 | +62.23% | $2,966,720 |
| SALESFORCE INC COM | CRM | Technology | 0.21% | 15,355 | -36,739 | -70.52% | $2,866,386 |
| NASDAQ INC COM | NDAQ | Financial Services | 0.20% | 31,895 | +31,895 | +100.00% | $2,707,567 |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | XLE | Other | 0.20% | 43,932 | -919 | -2.05% | $2,691,285 |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | Other | 0.19% | 101,982 | +45,370 | +80.14% | $2,524,065 |
| ELI LILLY & CO COM | LLY | Healthcare | 0.18% | 2,724 | +10 | +0.37% | $2,505,453 |
| ISHARES TIPS BOND ETF | TIP | Other | 0.17% | 21,383 | -2,695 | -11.19% | $2,359,828 |
| ISHARES RUSSELL 2000 ETF | IWM | Other | 0.17% | 9,496 | +172 | +1.84% | $2,355,026 |
| CONOCOPHILLIPS COM | COP | Energy | 0.16% | 16,686 | -2,258 | -11.92% | $2,202,567 |
| ISHARES CORE S&P MID-CAP ETF | IJH | Other | 0.16% | 32,385 | -1,100 | -3.29% | $2,186,959 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 0.15% | 8,343 | +400 | +5.04% | $2,039,363 |
| INVESCO QQQ TRUST SERIES I | QQQ | Other | 0.15% | 3,532 | -1,137 | -24.35% | $2,038,859 |
| BALL CORP COM | BALL | Consumer Cyclical | 0.14% | 33,367 | +8,062 | +31.86% | $1,972,347 |
| TESLA INC COM | TSLA | Consumer Cyclical | 0.14% | 5,200 | -179 | -3.33% | $1,933,100 |
| ISHARES MSCI EAFE ETF | EFA | Other | 0.14% | 19,341 | +2,830 | +17.14% | $1,878,612 |
| STATE STREET SPDR S&P BIOTECH ETF | XBI | Other | 0.11% | 12,208 | +7,360 | +151.82% | $1,559,328 |
| RTX CORPORATION COM | RTX | Industrials | 0.11% | 8,047 | - | - | $1,552,266 |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | Other | 0.11% | 27,225 | +1,965 | +7.78% | $1,546,101 |
| LOWES COS INC COM | LOW | Consumer Cyclical | 0.11% | 6,373 | +200 | +3.24% | $1,505,812 |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | Other | 0.11% | 19,570 | - | - | $1,469,707 |