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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.3 Million 1.63% of portfolio
72,746
Q2 2025 Added 6.21%
$106B
$12.1 Million 0.98% of portfolio
39,810
Q2 2025 Reduced 6.04%
$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%
$0
$8.57 Million 0.69% of portfolio
58,086
Q2 2025 Added 2.35%
$0
$8.53 Million 0.69% of portfolio
365,736
Q2 2025 Added 5.49%
$0
$7.81 Million 0.63% of portfolio
310,222
Q2 2025 Reduced 12.14%
$0
$7.33 Million 0.59% of portfolio
333,362
Q2 2025 Added 3.46%
$0
$5.52 Million 0.44% of portfolio
9,713
Q2 2025 Added 140.6%
$0
$5.51 Million 0.44% of portfolio
218,025
Q2 2025 Added 1.47%
$0
$5.32 Million 0.43% of portfolio
253,000
Q2 2025 Added 3.7%
$0
$4.8 Million 0.39% of portfolio
35,621
Q2 2025 Reduced 2.84%
$0
$4.64 Million 0.37% of portfolio
18,313
Q2 2025 Added 5.5%
$0
$3.78 Million 0.3% of portfolio
6,093
Q2 2025 Reduced 0.94%
$0
$2.67 Million 0.21% of portfolio
31,539
Q2 2025 Reduced 55.35%
$0
$2.67 Million 0.21% of portfolio
24,308
Q2 2025 Added 0.39%
$0
$2.47 Million 0.2% of portfolio
13,615
Q2 2025 Reduced 24.76%
$0
$2.49 Million 0.2% of portfolio
40,085
Q2 2025 Reduced 6.31%
$0
$1.98 Million 0.16% of portfolio
9,192
Q2 2025 Reduced 14.19%
$1.18B
$1.91 Million 0.15% of portfolio
59,795
Q1 2025 Added 20.4%
$0
$1.68 Million 0.13% of portfolio
31,989
Q2 2025 Reduced 13.83%
$0
$1.55 Million 0.12% of portfolio
5,747
Q2 2025 Added 0.67%
$0
$1.52 Million 0.12% of portfolio
17,000
Q2 2025 Reduced 9.52%
$0
$1.41 Million 0.11% of portfolio
3,320
Q2 2025 Reduced 2.78%
$0
$1.32 Million 0.11% of portfolio
19,570
Q2 2025 New
$0
$1.25 Million 0.1% of portfolio
13,615
Q2 2025 Reduced 0.38%
$0
$1.24 Million 0.1% of portfolio
56,076
Q2 2025 Added 25.94%
$0
$1.29 Million 0.1% of portfolio
11,805
Q2 2025 Reduced 50.05%
$0
$1.09 Million 0.09% of portfolio
1,930
Q2 2025 Reduced 8.57%
$0
$1.14 Million 0.09% of portfolio
10,377
Q2 2025 Added 97.58%
$0
$1.16 Million 0.09% of portfolio
24,131
Q2 2025 Reduced 2.62%
$0
$943,000 0.08% of portfolio
31,315
Q2 2025 Added 9.57%
$0
$702,000 0.06% of portfolio
7,130
Q2 2025 Added 0.07%
$0
$730,000 0.06% of portfolio
5,774
Q2 2025 Reduced 64.54%
$0
$695,000 0.06% of portfolio
8,335
Q1 2025 Reduced 2.34%
$0
$650,000 0.05% of portfolio
6,983
Q2 2025 Added 47.01%
$0
$570,000 0.05% of portfolio
2,408
Q2 2025 Reduced 11.7%
$0
$614,000 0.05% of portfolio
23,179
Q2 2025 Reduced 4.92%
$0
$533,000 0.04% of portfolio
1,908
Q2 2025 Reduced 7.24%
$0
$453,000 0.04% of portfolio
5,851
Q2 2025 New
$0
$505,000 0.04% of portfolio
1,663
Q2 2025 Reduced 15.28%
$0
$320,000 0.03% of portfolio
730
Q2 2025 New
$0
$403,000 0.03% of portfolio
1,150
Q2 2024 Reduced 16.06%
$0
$430,000 0.03% of portfolio
4,830
Q2 2025 New
$0
$364,000 0.03% of portfolio
550
Q2 2025 New
$0
$329,000 0.03% of portfolio
1,810
Q4 2024 Added 3.84%
$0
$419,000 0.03% of portfolio
8,150
Q2 2025 Reduced 16.96%

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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