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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.2 Million 1.91% of portfolio
77,269
Q3 2025 Added 6.22%
$130B
$14.4 Million 1.09% of portfolio
40,614
Q3 2025 Added 2.02%
$0
$10.8 Million 0.82% of portfolio
16,228
Q3 2025 Reduced 0.08%
$0
$10.8 Million 0.82% of portfolio
444,280
Q3 2025 Added 8.53%
$0
$10.3 Million 0.78% of portfolio
434,861
Q3 2025 Added 11.05%
$0
$10.3 Million 0.78% of portfolio
403,365
Q3 2025 Added 7.89%
$0
$9.37 Million 0.71% of portfolio
399,233
Q3 2025 Added 9.16%
$0
$8.98 Million 0.68% of portfolio
58,201
Q3 2025 Added 0.2%
$0
$8.24 Million 0.62% of portfolio
372,226
Q3 2025 Added 11.66%
$0
$6.63 Million 0.5% of portfolio
10,830
Q3 2025 Added 11.5%
$0
$6.46 Million 0.49% of portfolio
256,578
Q3 2025 Reduced 17.29%
$0
$6.07 Million 0.46% of portfolio
286,096
Q3 2025 Added 13.08%
$0
$5.92 Million 0.45% of portfolio
230,925
Q3 2025 Added 5.92%
$0
$5.06 Million 0.38% of portfolio
17,955
Q3 2025 Reduced 1.95%
$0
$4.75 Million 0.36% of portfolio
34,145
Q3 2025 Reduced 4.14%
$0
$4.09 Million 0.31% of portfolio
6,106
Q3 2025 Added 0.21%
$1.44B
$2.84 Million 0.22% of portfolio
76,495
Q3 2025 Added 27.93%
$0
$2.75 Million 0.21% of portfolio
24,768
Q3 2025 Added 1.89%
$0
$2.61 Million 0.2% of portfolio
13,784
Q3 2025 Added 1.24%
$0
$2.46 Million 0.19% of portfolio
37,660
Q3 2025 Reduced 6.05%
$0
$2.25 Million 0.17% of portfolio
25,180
Q3 2025 Reduced 20.16%
$0
$2.24 Million 0.17% of portfolio
9,274
Q3 2025 Added 0.89%
$0
$1.64 Million 0.12% of portfolio
13,795
Q3 2025 Added 16.86%
$0
$1.56 Million 0.12% of portfolio
3,320
Q2 2025 Reduced 2.78%
$0
$1.54 Million 0.12% of portfolio
16,542
Q3 2025 Reduced 2.69%
$0
$1.54 Million 0.12% of portfolio
5,506
Q3 2025 Reduced 4.19%
$0
$1.4 Million 0.11% of portfolio
19,570
Q2 2025 New
$0
$1.29 Million 0.1% of portfolio
24,131
Q2 2025 Reduced 2.62%
$0
$1.3 Million 0.1% of portfolio
56,036
Q3 2025 Reduced 0.07%
$0
$1.31 Million 0.1% of portfolio
13,591
Q3 2025 Reduced 0.18%
$0
$1.23 Million 0.09% of portfolio
22,784
Q3 2025 Reduced 28.78%
$0
$1.15 Million 0.09% of portfolio
1,924
Q3 2025 Reduced 0.31%
$0
$1.19 Million 0.09% of portfolio
10,341
Q3 2025 Reduced 0.35%
$0
$990,000 0.08% of portfolio
9,237
Q3 2025 Added 32.28%
$0
$1.06 Million 0.08% of portfolio
31,785
Q3 2025 Added 1.5%
$0
$911,000 0.07% of portfolio
8,230
Q3 2025 Added 15.43%
$0
$931,000 0.07% of portfolio
6,450
Q3 2025 Added 11.71%
$0
$612,000 0.05% of portfolio
2,408
Q2 2025 Reduced 11.7%
$0
$636,000 0.05% of portfolio
23,329
Q3 2025 Added 0.65%
$0
$675,000 0.05% of portfolio
7,735
Q3 2025 Reduced 7.2%
$0
$560,000 0.04% of portfolio
1,908
Q2 2025 Reduced 7.24%
$0
$545,000 0.04% of portfolio
1,663
Q2 2025 Reduced 15.28%
$0
$466,000 0.04% of portfolio
5,851
Q2 2025 New
$0
$355,000 0.03% of portfolio
1,369
Q3 2025 Added 6.45%
$0
$350,000 0.03% of portfolio
730
Q2 2025 New
$0
$421,000 0.03% of portfolio
565
Q3 2025 Added 2.73%
$0
$436,000 0.03% of portfolio
4,780
Q3 2025 Reduced 1.04%
$0
$435,000 0.03% of portfolio
1,150
Q2 2024 Reduced 16.06%
$0
$331,000 0.03% of portfolio
4,128
Q2 2025 New

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
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