Q2 2026 13F · SEC CIK 1686444

Lyell Wealth Management, LP

Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.6B
Reported positions: 232
Top holdings a year, 3 yrs: +23.2%
Assets under management: $1.6B

Lyell Wealth Management, LP is a wealth manager that reported 232 positions worth $1.6B in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Nvidia Corporation Com (NVDA, 7.1%), Alphabet Inc (GOOG, 5.5%), Alphabet Inc (GOOGL, 4.0%). A portfolio copying its top holdings returned 23.2% a year over the last 3 years, against 20.4% for the S&P 500.

Lyell Wealth Management, LP holdings largest 50 of 232 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Lyell Wealth Management, LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	7.1%	7.4%	576,081	-0.5%	$115.3M
GOOGAlphabet Inc	5.5%	5.4%	254,136	+0.0%	$89.8M
GOOGLAlphabet Inc	4.0%	3.8%	183,316	+0.7%	$65.5M
PANWPalo Alto Networks Inc	3.6%	2.0%	173,721	+2.0%	$59.2M
AAPLApple Inc	3.3%	3.4%	185,015	+0.4%	$53.5M
SMHVaneck Semiconductor ETF	3.1%	2.2%	76,152	-2.3%	$49.9M
AMZNAmazon Com Inc Com	2.6%	2.7%	177,700	+1.3%	$42.4M
AMDAdvanced Micro Devices Inc	2.5%	1.2%	69,499	-10.3%	$40.4M
ASMLAsml Hldg NV	2.4%	2.0%	19,930	-1.0%	$39.6M
CATCaterpillar Inc Com	2.4%	1.9%	36,103	-2.4%	$38.4M
MSFTMicrosoft Corp	2.1%	2.5%	93,697	+1.3%	$35.0M
JPMJpmorgan Chase & Co	2.1%	2.2%	103,574	+3.0%	$33.9M
APHAmphenol Corp	2.1%	1.8%	190,149	+0.3%	$33.5M
VRTVertiv Holdings Co	2.0%	1.9%	97,138	-7.5%	$32.5M
TSMTaiwan Semiconductor Manufac	2.0%	1.7%	66,578	-2.1%	$31.8M
METAMeta Platforms Inc Class A	1.9%	2.3%	56,248	+2.1%	$31.7M
PWRQuanta Svcs Inc Com	1.7%	1.6%	39,309	-1.0%	$28.3M
COSTCostco Whsl Corp New	1.7%	2.2%	30,240	+1.2%	$28.3M
MSMorgan Stanley Com New	1.4%	1.3%	111,062	+1.0%	$23.2M
DHIDR Horton Inc	1.3%	1.3%	126,420	+0.0%	$20.6M
CDNSCadence Design System Inc	1.2%	1.1%	52,693	+0.6%	$19.8M
SHOPShopify Inc	1.2%	1.4%	167,421	+1.5%	$19.1M
EXTRExtreme Networks Inc Com	1.2%	—	582,345	—	$18.9M
VVisa Inc Com Cl A	1.1%	1.2%	53,002	-0.4%	$18.2M
TOLToll Brothers Inc Com	1.1%	1.0%	105,787	+5.6%	$17.4M
AVGOBroadcom Inc	1.1%	0.9%	46,015	+15.5%	$17.4M
TMOThermo Fisher Scientific Inc	1.1%	1.2%	34,479	-0.2%	$17.3M
HDHome Depot Inc Com	1.0%	1.1%	47,689	+3.6%	$16.8M
DELLDell Technologies Inc	1.0%	—	37,835	—	$16.3M
ISRGIntuitive Surgical Inc	1.0%	1.3%	39,001	+4.9%	$15.5M
NFLXNetflix Inc Total	0.9%	1.5%	213,528	+1.3%	$15.2M
SNOWSnowflake Inc	0.9%	0.7%	57,775	-9.1%	$14.7M
WMTWalmart Inc	0.9%	1.1%	129,683	+3.2%	$14.7M
IBDSIshares Tr	0.9%	1.0%	592,813	+6.5%	$14.4M
SPYSpdr S&p 500 ETF Tr	0.9%	0.9%	18,915	+0.5%	$14.1M
UBERUber Technologies Inc	0.9%	1.0%	192,912	-1.9%	$13.9M
NETCloudflare Inc	0.8%	0.8%	55,907	+3.5%	$13.7M
IBDTIshares Tr	0.8%	0.9%	529,578	+8.0%	$13.4M
DEDeere & Co Com	0.8%	0.8%	20,668	+7.1%	$13.1M
GLDSpdr Gold Shares	0.8%	1.1%	34,889	-3.1%	$12.9M
IBDUIshares Tr ETF Ibonds Dec 2029 Term Corp	0.8%	0.9%	546,943	+8.4%	$12.7M
WMWaste Mgmt Inc Del	0.8%	0.8%	55,561	+17.8%	$12.4M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.8%	24,228	+0.6%	$12.1M
IDXXIdexx Labs Inc	0.7%	0.9%	22,660	+0.6%	$11.9M
SYKStryker Corporation	0.7%	0.9%	36,756	-0.6%	$11.6M
XLISelect Sector Spdr Tr	0.7%	0.7%	61,942	+2.0%	$11.5M
TJXTjx Cos Inc New Com	0.7%	—	72,050	—	$10.9M
IBDVIshares Tr ETF Ibonds Dec 2030 Term Corp	0.7%	0.8%	492,598	+5.3%	$10.7M
FCXFreeport Mcmoran Inc Cl B	0.6%	—	164,798	—	$10.4M
MAMastercard Inc.	0.6%	0.7%	19,629	+0.6%	$10.1M

What Lyell Wealth Management, LP bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.9% /yr; S&P 500 +20.1%
3 years: +23.2% /yr; S&P 500 +20.4%
5 years: +10.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.6B	232
Q1 2026	$1.4B	216
Q4 2025	$1.4B	213
Q3 2025	$1.3B	211
Q2 2025	$1.3B	219
Q1 2025	$1.1B	202
Q4 2024	$1.1B	200
Q3 2024	$1.1B	207
Q2 2024	$1.0B	199
Q1 2024	$983.5M	197
Q4 2023	$879.6M	195
Q3 2023	$743.6M	179

Questions about Lyell Wealth Management, LP's portfolio

What stocks does Lyell Wealth Management, LP own?

Lyell Wealth Management, LP's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 232 positions worth $1.6B. The largest are Nvidia Corporation Com (NVDA) at 7.1%, Alphabet Inc (GOOG) at 5.5%, Alphabet Inc (GOOGL) at 4.0%, Palo Alto Networks Inc (PANW) at 3.6% and Apple Inc (AAPL) at 3.3%.

What did Lyell Wealth Management, LP buy last quarter?

In Q2 2026, Lyell Wealth Management, LP added Waste Mgmt Inc Del (WM) (+17.8% shares), Broadcom Inc (AVGO) (+15.5% shares) and Ishares Tr ETF Ibonds Dec 2029 Term Corp (IBDU) (+8.4% shares), compared with its Q1 2026 filing.

What did Lyell Wealth Management, LP sell last quarter?

In Q2 2026, Lyell Wealth Management, LP cut from its top 50 Intuit (INTU), cut from its top 50 Servicenow Inc Com (NOW), cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Ishares Tr ETF Ibonds Dec 2026 Term Corp (IBDR), Advanced Micro Devices Inc (AMD) (-10.3% shares), Snowflake Inc (SNOW) (-9.1% shares) and Vertiv Holdings Co (VRT) (-7.5% shares), compared with its Q1 2026 filing.

How has Lyell Wealth Management, LP's portfolio performed?

A portfolio copying Lyell Wealth Management, LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.9% against +20.1%. Over 5 years: +10.1% a year against +11.6%.

When is Lyell Wealth Management, LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Lyell Wealth Management, LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Lyell Wealth Management, LP manage?

Lyell Wealth Management, LP reported $1.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.6B.