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 Market Cap. of $200 Billions or more
