Lyell Wealth Management, LP
MENLO PARK, CA
$1.6bn in 232 US stocks at the end of 30 June 2026. The top 10 are 36.5% of the money. It changed about 10.8% of the portfolio this quarter.
Value
$1.6bn
Stocks
232
Top 10 share
36.5%
Turnover
10.8%
What changed this quarter
New
Bought for the first time this quarter.
- Honeywell InternationalHON0.4% of the fund
- Honeywell AerospaceHONA0.4% of the fund
- CrowdStrike HoldingsCRWD0.2% of the fund
- ExxonMobil HoldingsXOM0.2% of the fund
- ChubbCB0.1% of the fund
- Ishares TRIBCA<0.1% of the fund
- Spdr Series TrustSPYG<0.1% of the fund
- Colgate-PalmoliveCL<0.1% of the fund
- Wisdomtree TRDLN<0.1% of the fund
- LindeLIN<0.1% of the fund
- First TR Exchange-Traded ALPFYC<0.1% of the fund
- Invesco Exchange Traded FD TXSVM<0.1% of the fund
- Emerson ElectricEMR<0.1% of the fund
- Public Service Enterprise GroupPEG<0.1% of the fund
- KLAKLAC<0.1% of the fund
- ShellSHEL<0.1% of the fund
- Seagate Technology HoldingsSTX<0.1% of the fund
- QualcommQCOM<0.1% of the fund
- Proshares TRREGL<0.1% of the fund
- Vanguard Intl Equity Index FVWO<0.1% of the fund
- Marvell TechnologyMRVL<0.1% of the fund
- Alps ETF TRSDOG<0.1% of the fund
- Fifth Third BancorpFITB<0.1% of the fund
- Analog DevicesADI<0.1% of the fund
- Nuveen Calif AMT Free Muni IXNCMX<0.1% of the fund
Added
Bought more of a stock they already held.
- Palo Alto NetworksPANW3.6% of the fund+2%
- JPMorgan ChaseJPM2.1% of the fund+3%
- Meta PlatformsMETA1.9% of the fund+2%
- Toll BrothersTOL1.1% of the fund+6%
- BroadcomAVGO1.1% of the fund+15%
- Home DepotHD1.0% of the fund+4%
- Dell TechnologiesDELL1.0% of the fund+39%
- Intuitive SurgicalISRG1.0% of the fund+5%
- WalmartWMT0.9% of the fund+3%
- Ishares TRIBDS0.9% of the fund+6%
- CloudflareNET0.8% of the fund+3%
- Ishares TRIBDT0.8% of the fund+8%
- DeereDE0.8% of the fund+7%
- Ishares TRIBDU0.8% of the fund+8%
- Waste ManagementWM0.8% of the fund+18%
- Select Sector Spdr TRXLI0.7% of the fund+2%
- TJX CompaniesTJX0.7% of the fund+31%
- Ishares TRIBDV0.7% of the fund+5%
- Freeport-McMoRanFCX0.6% of the fund+36%
- BlackRockBLK0.5% of the fund+7%
- Vanguard Index FDSVOO0.5% of the fund+10%
- Union PacificUNP0.5% of the fund+5%
- Ishares TRIBDW0.5% of the fund+6%
- Select Sector Spdr TRXLK0.4% of the fund+4%
- Ishares TRIJR0.4% of the fund+10%
Cut
Sold some of their stake.
- Vaneck ETF TrustSMH3.1% of the fund-2%
- Advanced Micro DevicesAMD2.5% of the fund-10%
- CaterpillarCAT2.4% of the fund-2%
- Vertiv HoldingsVRT2.0% of the fund-7%
- Taiwan Semiconductor ManufacturingTSM2.0% of the fund-2%
- SnowflakeSNOW0.9% of the fund-9%
- Spdr Gold TRGLD0.8% of the fund-3%
- ServiceNowNOW0.6% of the fund-20%
- Ishares TRIBDR0.5% of the fund-25%
- Blue Owl CapitalOWL0.4% of the fund-9%
- IntuitINTU0.3% of the fund-24%
- T-Mobile USTMUS0.3% of the fund-21%
- Abbott LaboratoriesABT0.3% of the fund-13%
- Veeva SystemsVEEV0.3% of the fund-29%
- ChevronCVX0.2% of the fund-7%
- Digital Realty TrustDLR0.2% of the fund-14%
- Micron TechnologyMU0.2% of the fund-17%
- Invesco Exchange Traded FD TRSP0.2% of the fund-13%
- Walt DisneyDIS0.2% of the fund-7%
- SLB LimitedSLB0.1% of the fund-19%
- Vaneck Merk Gold ETFOUNZ0.1% of the fund-29%
- Select Sector Spdr TRXLE0.1% of the fund-10%
- Intercontinental ExchangeICE0.1% of the fund-19%
- WorkdayWDAY0.1% of the fund-45%
- SalesforceCRM<0.1% of the fund-38%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- ExxonMobil HoldingsXOM-100%
- Trade DeskTTD-100%
- NikeNKE-100%
- Broadridge Financial SolutionsBR-100%
- Bristol-Myers SquibbBMY-100%
- Ishares TRIWV-100%
- Trip COM GroupTCOM-100%
- Schwab Strategic TRFNDX-100%
- Barclays BankDJP-100%
- BNY Mellon ETF Trust IIBKMS-100%
Holdings
- Vaneck ETF TrustSMH
- Share
- 3.1%
- Value
- $50m
- Shares
- 76,152
-2%
- Ishares TRIBDS
- Share
- 0.9%
- Value
- $14m
- Shares
- 592,813
+6%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.9%
- Value
- $14m
- Shares
- 18,915
Held
- Ishares TRIBDT
- Share
- 0.8%
- Value
- $13m
- Shares
- 529,578
+8%
- Spdr Gold TRGLD
- Share
- 0.8%
- Value
- $13m
- Shares
- 34,889
-3%
- Ishares TRIBDU
- Share
- 0.8%
- Value
- $13m
- Shares
- 546,943
+8%
- Select Sector Spdr TRXLI
- Share
- 0.7%
- Value
- $11m
- Shares
- 61,942
+2%
- Ishares TRIBDV
- Share
- 0.7%
- Value
- $11m
- Shares
- 492,598
+5%
- Select Sector Spdr TRXLV
- Share
- 0.5%
- Value
- $9m
- Shares
- 55,725
Held
- Vanguard Index FDSVOO
- Share
- 0.5%
- Value
- $9m
- Shares
- 12,699
+10%
- Ishares TRIBDR
- Share
- 0.5%
- Value
- $8m
- Shares
- 350,401
-25%
- Ishares TRIBDW
- Share
- 0.5%
- Value
- $8m
- Shares
- 369,802
+6%
- Ishares TRIBDX
- Share
- 0.4%
- Value
- $7m
- Shares
- 266,910
Held
- Select Sector Spdr TRXLK
- Share
- 0.4%
- Value
- $6m
- Shares
- 33,020
+4%
- Honeywell AerospaceHONA
- Share
- 0.4%
- Value
- $6m
- Shares
- 27,617
New
- Ishares TRIJR
- Share
- 0.4%
- Value
- $6m
- Shares
- 39,190
+10%
- Ishares TRIBDY
- Share
- 0.3%
- Value
- $5m
- Shares
- 204,795
+13%
- Ishares TRIBDZ
- Share
- 0.3%
- Value
- $5m
- Shares
- 181,335
+41%
- Spdr Series TrustXBI
- Share
- 0.3%
- Value
- $4m
- Shares
- 26,881
+120%
- Ishares TRIVV
- Share
- 0.3%
- Value
- $4m
- Shares
- 5,501
Held
- Schwab Strategic TRSCHF
- Share
- 0.2%
- Value
- $4m
- Shares
- 135,998
+33%
- Ishares TRIBB
- Share
- 0.2%
- Value
- $4m
- Shares
- 19,548
+11%
- Invesco Exchange Traded FD TRSP
- Share
- 0.2%
- Value
- $3m
- Shares
- 14,773
-13%
- Ishares TRIWM
- Share
- 0.2%
- Value
- $3m
- Shares
- 9,974
+5%
- Invesco QQQ TRQQQ
- Share
- 0.2%
- Value
- $3m
- Shares
- 3,508
Held
- Ishares TRIJH
- Share
- 0.2%
- Value
- $2m
- Shares
- 32,385
Held
- Ishares TRTIP
- Share
- 0.1%
- Value
- $2m
- Shares
- 21,416
Held
- Vaneck Merk Gold ETFOUNZ
- Share
- 0.1%
- Value
- $2m
- Shares
- 59,265
-29%
- Select Sector Spdr TRXLE
- Share
- 0.1%
- Value
- $2m
- Shares
- 39,708
-10%
- Ishares TRSOXX
- Share
- 0.1%
- Value
- $2m
- Shares
- 3,178
+38%
- Ishares TREFA
- Share
- 0.1%
- Value
- $2m
- Shares
- 19,286
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 7.1% | $115m | 576,081 | Held |
| AlphabetGOOG | 5.5% | $90m | 254,136 | Held |
| AlphabetGOOGL | 4.0% | $66m | 183,316 | Held |
| Palo Alto NetworksPANW | 3.6% | $59m | 173,721 | +2% |
| AppleAAPL | 3.3% | $54m | 185,015 | Held |
| Vaneck ETF TrustSMH | 3.1% | $50m | 76,152 | -2% |
| Amazon.comAMZN | 2.6% | $42m | 177,700 | Held |
| Advanced Micro DevicesAMD | 2.5% | $40m | 69,499 | -10% |
| ASML Holding NVASML | 2.4% | $40m | 19,930 | Held |
| CaterpillarCAT | 2.4% | $38m | 36,103 | -2% |
| MicrosoftMSFT | 2.1% | $35m | 93,697 | Held |
| JPMorgan ChaseJPM | 2.1% | $34m | 103,574 | +3% |
| AmphenolAPH | 2.1% | $34m | 190,149 | Held |
| Vertiv HoldingsVRT | 2.0% | $33m | 97,138 | -7% |
| Taiwan Semiconductor ManufacturingTSM | 2.0% | $32m | 66,578 | -2% |
| Meta PlatformsMETA | 1.9% | $32m | 56,248 | +2% |
| Quanta ServicesPWR | 1.7% | $28m | 39,309 | Held |
| Costco WholesaleCOST | 1.7% | $28m | 30,240 | Held |
| Morgan StanleyMS | 1.4% | $23m | 111,062 | Held |
| Horton D RDHI | 1.3% | $21m | 126,420 | Held |
| Cadence Design SystemsCDNS | 1.2% | $20m | 52,693 | Held |
| ShopifySHOP | 1.2% | $19m | 167,421 | Held |
| Extreme NetworksEXTR | 1.2% | $19m | 582,345 | Held |
| VisaV | 1.1% | $18m | 53,002 | Held |
| Toll BrothersTOL | 1.1% | $17m | 105,787 | +6% |
| BroadcomAVGO | 1.1% | $17m | 46,015 | +15% |
| Thermo Fisher ScientificTMO | 1.1% | $17m | 34,479 | Held |
| Home DepotHD | 1.0% | $17m | 47,689 | +4% |
| Dell TechnologiesDELL | 1.0% | $16m | 37,835 | +39% |
| Intuitive SurgicalISRG | 1.0% | $16m | 39,001 | +5% |
| NetflixNFLX | 0.9% | $15m | 213,528 | Held |
| SnowflakeSNOW | 0.9% | $15m | 57,775 | -9% |
| WalmartWMT | 0.9% | $15m | 129,683 | +3% |
| Ishares TRIBDS | 0.9% | $14m | 592,813 | +6% |
| State STR Spdr S&P 500 ETF TSPY | 0.9% | $14m | 18,915 | Held |
| Uber TechnologiesUBER | 0.9% | $14m | 192,912 | Held |
| CloudflareNET | 0.8% | $14m | 55,907 | +3% |
| Ishares TRIBDT | 0.8% | $13m | 529,578 | +8% |
| DeereDE | 0.8% | $13m | 20,668 | +7% |
| Spdr Gold TRGLD | 0.8% | $13m | 34,889 | -3% |
| Ishares TRIBDU | 0.8% | $13m | 546,943 | +8% |
| Waste ManagementWM | 0.8% | $12m | 55,561 | +18% |
| Berkshire HathawayBRK-B | 0.7% | $12m | 24,228 | Held |
| Idexx LaboratoriesIDXX | 0.7% | $12m | 22,660 | Held |
| StrykerSYK | 0.7% | $12m | 36,756 | Held |
| Select Sector Spdr TRXLI | 0.7% | $11m | 61,942 | +2% |
| TJX CompaniesTJX | 0.7% | $11m | 72,050 | +31% |
| Ishares TRIBDV | 0.7% | $11m | 492,598 | +5% |
| Freeport-McMoRanFCX | 0.6% | $10m | 164,798 | +36% |
| MastercardMA | 0.6% | $10m | 19,629 | Held |
| ServiceNowNOW | 0.6% | $9m | 91,809 | -20% |
| Select Sector Spdr TRXLV | 0.5% | $9m | 55,725 | Held |
| BlackRockBLK | 0.5% | $9m | 9,138 | +7% |
| Vanguard Index FDSVOO | 0.5% | $9m | 12,699 | +10% |
| Union PacificUNP | 0.5% | $9m | 31,590 | +5% |
| Ishares TRIBDR | 0.5% | $8m | 350,401 | -25% |
| Ishares TRIBDW | 0.5% | $8m | 369,802 | +6% |
| Ishares TRIBDX | 0.4% | $7m | 266,910 | Held |
| Select Sector Spdr TRXLK | 0.4% | $6m | 33,020 | +4% |
| Honeywell InternationalHON | 0.4% | $6m | 27,617 | New |
| Honeywell AerospaceHONA | 0.4% | $6m | 27,617 | New |
| Ishares TRIJR | 0.4% | $6m | 39,190 | +10% |
| Blue Owl CapitalOWL | 0.4% | $6m | 662,107 | -9% |
| IntuitINTU | 0.3% | $6m | 21,838 | -24% |
| TeslaTSLA | 0.3% | $6m | 13,323 | +156% |
| T-Mobile USTMUS | 0.3% | $5m | 32,736 | -21% |
| Ishares TRIBDY | 0.3% | $5m | 204,795 | +13% |
| Abbott LaboratoriesABT | 0.3% | $5m | 56,357 | -13% |
| Veeva SystemsVEEV | 0.3% | $5m | 26,935 | -29% |
| Ishares TRIBDZ | 0.3% | $5m | 181,335 | +41% |
| Bank of AmericaBAC | 0.3% | $4m | 75,268 | Held |
| Spdr Series TrustXBI | 0.3% | $4m | 26,881 | +120% |
| Ishares TRIVV | 0.3% | $4m | 5,501 | Held |
| ChevronCVX | 0.2% | $4m | 23,112 | -7% |
| Schwab Strategic TRSCHF | 0.2% | $4m | 135,998 | +33% |
| Ishares TRIBB | 0.2% | $4m | 19,548 | +11% |
| Digital Realty TrustDLR | 0.2% | $4m | 20,295 | -14% |
| Eli LillyLLY | 0.2% | $3m | 2,847 | +5% |
| Micron TechnologyMU | 0.2% | $3m | 2,880 | -17% |
| Guidewire SoftwareGWRE | 0.2% | $3m | 26,780 | Held |
| Invesco Exchange Traded FD TRSP | 0.2% | $3m | 14,773 | -13% |
| CrowdStrike HoldingsCRWD | 0.2% | $3m | 4,080 | New |
| Walt DisneyDIS | 0.2% | $3m | 31,340 | -7% |
| Ishares TRIWM | 0.2% | $3m | 9,974 | +5% |
| NasdaqNDAQ | 0.2% | $3m | 37,450 | +17% |
| Invesco QQQ TRQQQ | 0.2% | $3m | 3,508 | Held |
| ExxonMobil HoldingsXOM | 0.2% | $3m | 18,860 | New |
| Ishares TRIJH | 0.2% | $2m | 32,385 | Held |
| BallBALL | 0.2% | $2m | 39,605 | +19% |
| SLB LimitedSLB | 0.1% | $2m | 52,359 | -19% |
| Ishares TRTIP | 0.1% | $2m | 21,416 | Held |
| Vaneck Merk Gold ETFOUNZ | 0.1% | $2m | 59,265 | -29% |
| Cisco SystemsCSCO | 0.1% | $2m | 18,905 | +16% |
| ChubbCB | 0.1% | $2m | 6,446 | New |
| Johnson & JohnsonJNJ | 0.1% | $2m | 8,500 | Held |
| Select Sector Spdr TRXLE | 0.1% | $2m | 39,708 | -10% |
| Intercontinental ExchangeICE | 0.1% | $2m | 16,824 | -19% |
| Ishares TRSOXX | 0.1% | $2m | 3,178 | +38% |
| Ishares TREFA | 0.1% | $2m | 19,286 | Held |
| WorkdayWDAY | 0.1% | $2m | 16,125 | -45% |
Showing the largest 100 of 232.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 28.7% since 30 June 2025.
Where the money is
Technology32.6%
Media & telecom13.0%
Industrials12.9%
Financial services8.1%
Retail & consumer7.3%
Health care4.9%
Everyday goods2.8%
Materials0.8%
Energy0.8%
Real estate0.2%
Utilities0.1%
Other16.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.