Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Nvidia CorporationStock | Stock | $115M | 7.1% |
| Alphabet Inc. Cap Stk CL CStock | Stock | $89.8M | 5.5% |
| Alphabet Inc. Cap Stk CL AStock | Stock | $65.5M | 4.0% |
| Palo Alto Networks Inc.Stock | Stock | $59.2M | 3.6% |
| Apple Inc.Stock | Stock | $53.5M | 3.3% |
| Vaneck Semiconductor ETFETF | ETF | $49.9M | 3.1% |
| Amazon Com Inc.Stock | Stock | $42.4M | 2.6% |
| Advanced Micro Devices Inc.Stock | Stock | $40.4M | 2.5% |
| ASML Hldg NV N Y Registry ShsADR | ADR | $39.6M | 2.4% |
| Caterpillar Inc.Stock | Stock | $38.4M | 2.4% |
| Microsoft Corp.Stock | Stock | $35M | 2.1% |
| JPMORGAN Chase & COStock | Stock | $33.9M | 2.1% |
| Amphenol Corp. CL AStock | Stock | $33.5M | 2.1% |
| Vertiv Holdings CO Com CL AStock | Stock | $32.5M | 2.0% |
| Taiwan Semiconductor Manufact Sponsored ADSADR | ADR | $31.8M | 2.0% |
| Meta Platforms Inc. CL AStock | Stock | $31.7M | 1.9% |
| Quanta Svcs Inc.Stock | Stock | $28.3M | 1.7% |
| Costco Wholesale CorporationStock | Stock | $28.3M | 1.7% |
| Morgan Stanley Com NewStock | Stock | $23.2M | 1.4% |
| D R Horton Inc.Stock | Stock | $20.6M | 1.3% |
| Cadence Design System Inc.Stock | Stock | $19.8M | 1.2% |
| Shopify Inc. CL A Sub Vtg ShsStock | Stock | $19.1M | 1.2% |
| Extreme Networks Inc.Stock | Stock | $18.9M | 1.2% |
| Visa Inc. Com CL AStock | Stock | $18.2M | 1.1% |
| Toll Brothers Inc.Stock | Stock | $17.4M | 1.1% |
| Broadcom Inc.Stock | Stock | $17.4M | 1.1% |
| Thermo Fisher Scientific Inc.Stock | Stock | $17.3M | 1.1% |
| Home Depot Inc.Stock | Stock | $16.8M | 1.0% |
| Dell Technologies Inc. CL CStock | Stock | $16.3M | 1.0% |
| Intuitive Surgical Inc. Com NewStock | Stock | $15.5M | 1.0% |
| Netflix Inc..Stock | Stock | $15.2M | 0.9% |
| Snowflake Inc. Com ShsStock | Stock | $14.7M | 0.9% |
| Walmart Inc.Stock | Stock | $14.7M | 0.9% |
| iShares Ibonds Dec 2027 Term Corporate ETFETF | ETF | $14.4M | 0.9% |
| State Street SPDR S&P 500 ETFETF | ETF | $14.1M | 0.9% |
| Uber Technologies Inc.Stock | Stock | $13.9M | 0.9% |
| Cloudflare Inc. CL AStock | Stock | $13.7M | 0.8% |
| iShares Ibonds Dec 2028 Term Corporate ETFETF | ETF | $13.4M | 0.8% |
| Deere & COStock | Stock | $13.1M | 0.8% |
| SPDR Gold SharesETF | ETF | $12.9M | 0.8% |
| iShares Ibonds Dec 2029 Term Corporate ETFETF | ETF | $12.7M | 0.8% |
| Waste Mgmt Inc. DelStock | Stock | $12.4M | 0.8% |
| Berkshire Hathaway Inc. Del CL B NewStock | Stock | $12.1M | 0.7% |
| Idexx Labs Inc.Stock | Stock | $11.9M | 0.7% |
| Stryker CorporationStock | Stock | $11.6M | 0.7% |
| State Street Industrial Select Sector SPDR ETFETF | ETF | $11.5M | 0.7% |
| TJX Cos Inc. NewStock | Stock | $10.9M | 0.7% |
| iShares Ibonds Dec 2030 Term Corporate ETFETF | ETF | $10.7M | 0.7% |
| Freeport Mcmoran Inc. CL BStock | Stock | $10.4M | 0.6% |
| Mastercard Incorporated CL AStock | Stock | $10.1M | 0.6% |
Nvidia CorporationStock$115M
- Class
- Stock
- Share
- 7.1%
Alphabet Inc. Cap Stk CL CStock$89.8M
- Class
- Stock
- Share
- 5.5%
Alphabet Inc. Cap Stk CL AStock$65.5M
- Class
- Stock
- Share
- 4.0%
Palo Alto Networks Inc.Stock$59.2M
- Class
- Stock
- Share
- 3.6%
Apple Inc.Stock$53.5M
- Class
- Stock
- Share
- 3.3%
Vaneck Semiconductor ETFETF$49.9M
- Class
- ETF
- Share
- 3.1%
Amazon Com Inc.Stock$42.4M
- Class
- Stock
- Share
- 2.6%
Advanced Micro Devices Inc.Stock$40.4M
- Class
- Stock
- Share
- 2.5%
ASML Hldg NV N Y Registry ShsADR$39.6M
- Class
- ADR
- Share
- 2.4%
Caterpillar Inc.Stock$38.4M
- Class
- Stock
- Share
- 2.4%
Microsoft Corp.Stock$35M
- Class
- Stock
- Share
- 2.1%
JPMORGAN Chase & COStock$33.9M
- Class
- Stock
- Share
- 2.1%
Amphenol Corp. CL AStock$33.5M
- Class
- Stock
- Share
- 2.1%
Vertiv Holdings CO Com CL AStock$32.5M
- Class
- Stock
- Share
- 2.0%
Taiwan Semiconductor Manufact Sponsored ADSADR$31.8M
- Class
- ADR
- Share
- 2.0%
Meta Platforms Inc. CL AStock$31.7M
- Class
- Stock
- Share
- 1.9%
Quanta Svcs Inc.Stock$28.3M
- Class
- Stock
- Share
- 1.7%
Costco Wholesale CorporationStock$28.3M
- Class
- Stock
- Share
- 1.7%
Morgan Stanley Com NewStock$23.2M
- Class
- Stock
- Share
- 1.4%
D R Horton Inc.Stock$20.6M
- Class
- Stock
- Share
- 1.3%
Cadence Design System Inc.Stock$19.8M
- Class
- Stock
- Share
- 1.2%
Shopify Inc. CL A Sub Vtg ShsStock$19.1M
- Class
- Stock
- Share
- 1.2%
Extreme Networks Inc.Stock$18.9M
- Class
- Stock
- Share
- 1.2%
Visa Inc. Com CL AStock$18.2M
- Class
- Stock
- Share
- 1.1%
Toll Brothers Inc.Stock$17.4M
- Class
- Stock
- Share
- 1.1%
Broadcom Inc.Stock$17.4M
- Class
- Stock
- Share
- 1.1%
Thermo Fisher Scientific Inc.Stock$17.3M
- Class
- Stock
- Share
- 1.1%
Home Depot Inc.Stock$16.8M
- Class
- Stock
- Share
- 1.0%
Dell Technologies Inc. CL CStock$16.3M
- Class
- Stock
- Share
- 1.0%
Intuitive Surgical Inc. Com NewStock$15.5M
- Class
- Stock
- Share
- 1.0%
Netflix Inc..Stock$15.2M
- Class
- Stock
- Share
- 0.9%
Snowflake Inc. Com ShsStock$14.7M
- Class
- Stock
- Share
- 0.9%
Walmart Inc.Stock$14.7M
- Class
- Stock
- Share
- 0.9%
iShares Ibonds Dec 2027 Term Corporate ETFETF$14.4M
- Class
- ETF
- Share
- 0.9%
State Street SPDR S&P 500 ETFETF$14.1M
- Class
- ETF
- Share
- 0.9%
Uber Technologies Inc.Stock$13.9M
- Class
- Stock
- Share
- 0.9%
Cloudflare Inc. CL AStock$13.7M
- Class
- Stock
- Share
- 0.8%
iShares Ibonds Dec 2028 Term Corporate ETFETF$13.4M
- Class
- ETF
- Share
- 0.8%
Deere & COStock$13.1M
- Class
- Stock
- Share
- 0.8%
SPDR Gold SharesETF$12.9M
- Class
- ETF
- Share
- 0.8%
iShares Ibonds Dec 2029 Term Corporate ETFETF$12.7M
- Class
- ETF
- Share
- 0.8%
Waste Mgmt Inc. DelStock$12.4M
- Class
- Stock
- Share
- 0.8%
Berkshire Hathaway Inc. Del CL B NewStock$12.1M
- Class
- Stock
- Share
- 0.7%
Idexx Labs Inc.Stock$11.9M
- Class
- Stock
- Share
- 0.7%
Stryker CorporationStock$11.6M
- Class
- Stock
- Share
- 0.7%
State Street Industrial Select Sector SPDR ETFETF$11.5M
- Class
- ETF
- Share
- 0.7%
TJX Cos Inc. NewStock$10.9M
- Class
- Stock
- Share
- 0.7%
iShares Ibonds Dec 2030 Term Corporate ETFETF$10.7M
- Class
- ETF
- Share
- 0.7%
Freeport Mcmoran Inc. CL BStock$10.4M
- Class
- Stock
- Share
- 0.6%
Mastercard Incorporated CL AStock$10.1M
- Class
- Stock
- Share
- 0.6%
The share class is shown on a wider screen.
The 50 largest of 232 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1686444
- File number
- 028-17772
- Options
- 0 call, 0 put
- In the 25 largest
- 60.5%
- Prior quarter
- $1.36B at 31 March 2026
- Positions opened
- 27
- Positions closed
- 11
Common questions
What are Lyell Wealth Management’s 13F holdings worth?
$1.63 billion across 232 positions for the quarter ended 30 June 2026.
What is Lyell Wealth Management’s largest 13F holding?
NVIDIA CORPORATION COM (Stock) was the largest position at $115 million, or 7.1% of reported 13F value, as of 30 June 2026.
How concentrated is Lyell Wealth Management’s 13F portfolio?
The ten largest positions accounted for 36.5% of reported value and the twenty-five largest for 60.5%, across 232 positions as of 30 June 2026.
Does Form 13F show everything Lyell Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Lyell Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.