Lyell Wealth Management, LP Portfolio Holdings

Lyell Wealth Management, LP

  • $1.24 Billion
  • Q2 2025

Lyell Wealth Management, LP has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.24 Billion distributed in 219 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $93.9M, Microsoft Corp with a value of $44.8M, Meta Platforms, Inc. with a value of $38.2M, Apple Inc. with a value of $37.7M, and Amazon Com Inc with a value of $37.2M.

Examining the 13F form we can see an increase of $186M in the current position value, from $1.06B to 1.24B.

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

Portfolio value $1.24 Billion
Technology: $489 Million
ETFs: $165 Million
Communication Services: $119 Million
Healthcare: $107 Million
Financial Services: $105 Million
Consumer Cyclical: $98.1 Million
Industrials: $73.7 Million
Consumer Defensive: $42.4 Million
Other: $32.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$428B
$93.9 Million 7.54% of portfolio
594,220
Q2 2025 Added 0.82%
$3.79T
$44.8 Million 3.6% of portfolio
90,100
Q2 2025 Added 3.96%
$1.65T
$38.2 Million 3.07% of portfolio
51,726
Q2 2025 Added 2.91%
$3.85T
$37.7 Million 3.03% of portfolio
183,514
Q2 2025 Reduced 1.44%
$2.4T
$37.2 Million 2.99% of portfolio
169,355
Q2 2025 Added 2.08%
$57.6B
$33.7 Million 2.71% of portfolio
164,836
Q2 2025 Added 2.59%
$891B
$29.1 Million 2.34% of portfolio
100,270
Q2 2025 Added 4.69%
$423B
$28.1 Million 2.25% of portfolio
28,341
Q2 2025 Added 3.13%
$182B
$27.2 Million 2.19% of portfolio
26,495
Q2 2025 Added 2.9%
$1.26T
$26.9 Million 2.16% of portfolio
152,482
Q2 2025 Added 5.44%
$188B
$24.9 Million 2.0% of portfolio
31,675
Q2 2025 Added 0.76%
$46.5B
$22.6 Million 1.82% of portfolio
94,187
Q2 2025 Added 1.01%
$560B
$21.7 Million 1.74% of portfolio
16,196
Q2 2025 Added 2.81%
$0
$20.3 Million 1.63% of portfolio
72,746
Q2 2025 Added 6.21%
$161B
$19.4 Million 1.56% of portfolio
35,658
Q2 2025 Added 3.4%
$67.1B
$19.3 Million 1.55% of portfolio
195,573
Q2 2025 Added 2.9%
$574B
$18.6 Million 1.49% of portfolio
52,274
Q2 2025 Added 7.37%
$244B
$17.7 Million 1.42% of portfolio
64,808
Q2 2025 Reduced 1.95%
$182B
$17.3 Million 1.39% of portfolio
185,905
Q2 2025 Added 5.41%
$1.42T
$16.5 Million 1.33% of portfolio
93,102
Q2 2025 Added 2.36%
$421B
$16.5 Million 1.33% of portfolio
45,026
Q2 2025 Added 1.42%
$95.8B
$15.5 Million 1.25% of portfolio
50,339
Q2 2025 Added 4.91%
$37.9B
$15.6 Million 1.25% of portfolio
54,208
Q2 2025 Added 1.05%
$299B
$15.6 Million 1.25% of portfolio
19,457
Q2 2025 Reduced 0.13%
$1.22T
$15.5 Million 1.24% of portfolio
68,360
Q2 2025 Added 5.57%
$255B
$15.3 Million 1.23% of portfolio
108,280
Q2 2025 Added 4.75%
$149B
$15 Million 1.21% of portfolio
38,010
Q2 2025 Added 2.34%
$61.4B
$14.8 Million 1.19% of portfolio
114,625
Q2 2025 Added 3.27%
$222B
$14.5 Million 1.17% of portfolio
37,363
Q2 2025 Added 4.02%
$53.8B
$13.4 Million 1.08% of portfolio
35,571
Q2 2025 Added 18.25%
$71B
$13.2 Million 1.06% of portfolio
59,176
Q2 2025 Reduced 2.49%
$192B
$13 Million 1.05% of portfolio
32,114
Q2 2025 Added 4.33%
$53.3B
$12.4 Million 1.0% of portfolio
23,142
Q2 2025 Added 3.01%
$145B
$12.3 Million 0.99% of portfolio
52,726
Q2 2025 Added 1.88%
$261B
$12.3 Million 0.99% of portfolio
86,746
Q2 2025 Reduced 4.4%
$113B
$12.1 Million 0.98% of portfolio
39,810
Q2 2025 Reduced 6.04%
$274B
$11.6 Million 0.93% of portfolio
118,633
Q2 2025 Added 14.06%
$568B
$10.6 Million 0.85% of portfolio
18,866
Q2 2025 Added 11.37%
$46.8B
$10.4 Million 0.83% of portfolio
59,419
Q2 2025 Added 2.51%
$59.4B
$10.1 Million 0.82% of portfolio
51,823
Q2 2025 Added 2.12%
$71.7B
$10.1 Million 0.82% of portfolio
65,082
Q2 2025 Reduced 3.4%
$2.95B
$10.2 Million 0.82% of portfolio
568,991
Q4 2024 Added 2.33%
$0
$10 Million 0.81% of portfolio
16,241
Q2 2025 Reduced 15.49%
$0
$9.93 Million 0.8% of portfolio
409,350
Q2 2025 Added 5.11%
$0
$9.5 Million 0.76% of portfolio
373,853
Q2 2025 Added 5.39%
$0
$9.3 Million 0.75% of portfolio
391,583
Q2 2025 Added 7.43%
$35.2B
$9.31 Million 0.75% of portfolio
84,184
Q2 2025 Added 1.08%
$38.9B
$9.27 Million 0.74% of portfolio
38,127
Q2 2025 Added 5.91%
$32.7B
$9.1 Million 0.73% of portfolio
105,062
Q2 2025 Added 41.59%

Summary

  • Portfolio
  • No. of Stocks 219
  • Current Value $1.24 Billion
  • Prior Value $1.06 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 27 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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