Lyell Wealth Management, LP Portfolio Holdings
Lyell Wealth Management, LP
- $1.32 Billion
- Q3 2025
Lyell Wealth Management, LP has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.32 Billion distributed in 211 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $110M, Apple Inc. with a value of $46.2M, Microsoft Corp with a value of $45.1M, Meta Platforms, Inc. with a value of $38.1M, and Amazon Com Inc with a value of $37.3M.
Examining the 13F form we can see an increase of $74.6M in the current position value, from $1.24B to 1.32B.
Below you can find more details about Lyell Wealth Management, LP portfolio as well as his latest detailed transactions.
Portfolio value
$1.32 Billion
Technology: $521 Million
ETFs: $181 Million
Communication Services: $134 Million
Consumer Cyclical: $110 Million
Financial Services: $106 Million
Healthcare: $104 Million
Industrials: $77.6 Million
Consumer Defensive: $41.9 Million
Other: $30.3 Million