Lyell Wealth Management, LP Portfolio Holdings

Lyell Wealth Management, LP

$1.32 Billion
Q3 2025

Lyell Wealth Management, LP has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.32 Billion distributed in 211 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $110M, Apple Inc. with a value of $46.2M, Microsoft Corp with a value of $45.1M, Meta Platforms, Inc. with a value of $38.1M, and Amazon Com Inc with a value of $37.3M.

Examining the 13F form we can see an increase of $74.6M in the current position value, from $1.24B to 1.32B.

Below you can find more details about Lyell Wealth Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $1.32 Billion

Technology: $521 Million

ETFs: $181 Million

Communication Services: $134 Million

Consumer Cyclical: $110 Million

Financial Services: $106 Million

Healthcare: $104 Million

Industrials: $77.6 Million

Consumer Defensive: $41.9 Million

Other: $30.3 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
NVDA Nvidia Corp Technology	$465B	$110 Million 8.35% of portfolio	590,528	Q3 2025 Reduced 0.62%
AAPL Apple Inc. Technology	$4.3T	$46.2 Million 3.5% of portfolio	181,525	Q3 2025 Reduced 1.08%
MSFT Microsoft Corp Technology	$3.78T	$45.1 Million 3.42% of portfolio	87,113	Q3 2025 Reduced 3.32%
META Meta Platforms, Inc. Communication Services	$1.37T	$38.1 Million 2.89% of portfolio	51,860	Q3 2025 Added 0.26%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$37.3 Million 2.83% of portfolio	169,794	Q3 2025 Added 0.26%
GOOGL Alphabet Inc. Communication Services	$1.65T	$37.2 Million 2.82% of portfolio	152,979	Q3 2025 Added 0.33%
PANW Palo Alto Networks Inc Technology	$61.4B	$34.4 Million 2.61% of portfolio	168,972	Q3 2025 Added 2.51%
JPM Jpmorgan Chase & CO Financial Services	$881B	$30.5 Million 2.31% of portfolio	96,673	Q3 2025 Reduced 3.59%
COST Costco Wholesale Corp Consumer Defensive	$404B	$26.8 Million 2.03% of portfolio	28,933	Q3 2025 Added 2.09%

SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$25.2 Million 1.91% of portfolio	77,269	Q3 2025 Added 6.22%
SHOP Shopify Inc. Technology	$174B	$24.5 Million 1.86% of portfolio	164,768	Q3 2025 Reduced 0.03%
NOW Service Now, Inc. Technology	$169B	$24.3 Million 1.85% of portfolio	26,454	Q3 2025 Reduced 0.15%
APH Amphenol Corp Technology	$79.6B	$24.2 Million 1.83% of portfolio	195,275	Q3 2025 Reduced 0.15%
INTU Intuit Inc Technology	$182B	$22.6 Million 1.71% of portfolio	33,084	Q3 2025 Added 4.45%
GOOG Alphabet Inc. Communication Services	$1.74T	$22.5 Million 1.7% of portfolio	92,321	Q3 2025 Reduced 0.84%
DHI Horton D R Inc Consumer Cyclical	$49.5B	$20.1 Million 1.53% of portfolio	118,837	Q3 2025 Added 3.67%
NFLX Netflix Inc Communication Services	$49.1B	$20.1 Million 1.52% of portfolio	16,739	Q3 2025 Added 3.35%
ASML Asml Holding Nv Technology	$405B	$19.8 Million 1.5% of portfolio	20,500	Q3 2025 Added 5.36%

WDAY Workday, Inc. Technology	$46.4B	$19.6 Million 1.49% of portfolio	81,561	Q3 2025 Reduced 13.41%
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	$1.46T	$19.2 Million 1.46% of portfolio	68,802	Q3 2025 Added 0.65%
HD Home Depot, Inc. Consumer Cyclical	$367B	$18.4 Million 1.4% of portfolio	45,487	Q3 2025 Added 1.02%
UBER Uber Technologies, Inc Technology	$181B	$18.5 Million 1.4% of portfolio	188,415	Q3 2025 Added 1.35%
CAT Caterpillar Inc Industrials	$291B	$18.1 Million 1.37% of portfolio	37,855	Q3 2025 Added 1.32%
V Visa Inc. Financial Services	$533B	$18.1 Million 1.37% of portfolio	53,047	Q3 2025 Added 1.48%
CDNS Cadence Design Systems Inc Technology	$86.4B	$17.8 Million 1.35% of portfolio	50,784	Q3 2025 Added 0.88%
MS Morgan Stanley Financial Services	$270B	$17.3 Million 1.31% of portfolio	108,798	Q3 2025 Added 0.48%
ISRG Intuitive Surgical Inc Healthcare	$193B	$16.3 Million 1.23% of portfolio	36,386	Q3 2025 Added 2.04%
VEEV Veeva Systems Inc Healthcare	$41.2B	$16.1 Million 1.22% of portfolio	54,136	Q3 2025 Reduced 0.13%
TMO Thermo Fisher Scientific Inc. Healthcare	$222B	$15.9 Million 1.2% of portfolio	32,770	Q3 2025 Added 2.04%
PWR Quanta Services, Inc. Industrials	$61.4B	$15.3 Million 1.16% of portfolio	37,002	Q3 2025 Added 4.02%
IDXX Idexx Laboratories Inc Healthcare	$57.4B	$14.8 Million 1.12% of portfolio	23,177	Q3 2025 Added 0.15%
GLD Spdr Gold Trust ETFs	$130B	$14.4 Million 1.09% of portfolio	40,614	Q3 2025 Added 2.02%
SYK Stryker Corp Healthcare	$136B	$14.2 Million 1.08% of portfolio	38,533	Q3 2025 Added 1.38%
CRM Salesforce, Inc. Technology	$237B	$14 Million 1.06% of portfolio	58,915	Q3 2025 Reduced 9.09%
SNOW Snowflake Inc. Technology	$82.2B	$13.2 Million 1.0% of portfolio	58,354	Q3 2025 Reduced 1.39%
AMD Advanced Micro Devices Inc Technology	$388B	$12.8 Million 0.97% of portfolio	79,184	Q3 2025 Reduced 8.72%
TOL Toll Brothers, Inc. Consumer Cyclical	$14.8B	$12.6 Million 0.96% of portfolio	91,497	Q3 2025 Added 18.55%
WMT Walmart Inc. Consumer Defensive	$279B	$12.4 Million 0.94% of portfolio	120,410	Q3 2025 Added 1.5%
EXTR Extreme Networks Inc Technology	$2.32B	$11.7 Million 0.89% of portfolio	568,991	Q4 2024 Added 2.33%
HON Honeywell International Inc Industrials	$132B	$11.3 Million 0.86% of portfolio	53,606	Q3 2025 Added 1.67%
NET Cloudflare, Inc. Technology	$59.6B	$11.2 Million 0.85% of portfolio	52,116	Q3 2025 Added 0.57%
LEN Lennar Corp Consumer Cyclical	$30.9B	$11 Million 0.83% of portfolio	87,262	Q3 2025 Added 3.66%
MA Mastercard Inc Financial Services	$512B	$11 Million 0.83% of portfolio	19,308	Q3 2025 Added 2.34%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$10.8 Million 0.82% of portfolio	16,228	Q3 2025 Reduced 0.08%
IBDS Ishares Tr Ibonds Dec 2027 Ter ETFs	$0	$10.8 Million 0.82% of portfolio	444,280	Q3 2025 Added 8.53%
DLR Digital Realty Trust, Inc. Real Estate	$45.5B	$10.3 Million 0.78% of portfolio	59,593	Q3 2025 Added 0.29%
IBDR Ishares Tr Ibonds Dec 2026 Ter ETFs	$0	$10.3 Million 0.78% of portfolio	434,861	Q3 2025 Added 11.05%
IBDT Ishares Tr Ibonds Dec 2028 Ter ETFs	$0	$10.3 Million 0.78% of portfolio	403,365	Q3 2025 Added 7.89%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$10.2 Million 0.78% of portfolio	20,349	Q3 2025 Added 20.93%
BR Broadridge Financial Solutions, Inc. Technology	$34.9B	$9.43 Million 0.71% of portfolio	39,583	Q3 2025 Added 3.82%

Summary

Portfolio
No. of Stocks 211
Current Value $1.32 Billion
Prior Value $1.24 Billion
Filing
Period Q3 2025
Filing Date November 06, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 5 stocks
Additional Purchases 70 stocks
Sold out of 0 stocks
Reduced holdings in 72 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lyell Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Lyell Wealth Management, LP with notifications on news.

Account

Lyell Wealth Management, LP Portfolio Holdings