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
$261B
$8.95 Million 0.72% of portfolio
37,579
Q2 2025 Added 23.44%
$15.3B
$8.81 Million 0.71% of portfolio
77,178
Q2 2025 Added 12.01%
$216B
$8.82 Million 0.71% of portfolio
64,861
Q2 2025 Added 7.87%
$6.97B
$8.7 Million 0.7% of portfolio
453,017
Q2 2025 New
$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%
$19.6B
$8.29 Million 0.67% of portfolio
35,190
Q4 2024 Reduced 22.13%
$621B
$8.17 Million 0.66% of portfolio
16,827
Q2 2025 Added 128.16%
$135B
$7.95 Million 0.64% of portfolio
34,553
Q2 2025 Added 3.12%
$139B
$8.01 Million 0.64% of portfolio
15,749
Q2 2025 Added 9.51%
$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%
$22.3B
$6.63 Million 0.53% of portfolio
92,072
Q2 2025 Reduced 6.37%
$59.6B
$6.04 Million 0.49% of portfolio
139,365
Q2 2025 Reduced 1.33%
$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%
$205B
$5 Million 0.4% of portfolio
40,336
Q2 2025 Added 4.18%
$0
$4.8 Million 0.39% of portfolio
35,621
Q2 2025 Reduced 2.84%
$150B
$4.55 Million 0.37% of portfolio
16,490
Q2 2025 Reduced 0.63%
$0
$4.64 Million 0.37% of portfolio
18,313
Q2 2025 Added 5.5%
$429B
$4.23 Million 0.34% of portfolio
89,494
Q2 2025 Reduced 0.91%
$22.5B
$4.09 Million 0.33% of portfolio
46,836
Q2 2025 Reduced 14.83%
$309B
$4.04 Million 0.32% of portfolio
28,181
Q2 2025 Reduced 39.34%
$0
$3.78 Million 0.3% of portfolio
6,093
Q2 2025 Reduced 0.94%
$158B
$3.66 Million 0.29% of portfolio
9,466
Q2 2025 Reduced 40.01%
$14.8B
$2.78 Million 0.22% of portfolio
49,507
Q2 2025 Reduced 11.09%
$0
$2.73 Million 0.22% of portfolio
4,956
Q2 2025 Added 10.4%
$0
$2.67 Million 0.21% of portfolio
31,539
Q2 2025 Reduced 55.35%
$1.29B
$2.61 Million 0.21% of portfolio
25,398
Q4 2024 Added 183.46%
$0
$2.67 Million 0.21% of portfolio
24,308
Q2 2025 Added 0.39%
$51.1B
$2.58 Million 0.21% of portfolio
76,366
Q2 2025 Reduced 38.32%
$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%
$477B
$2.33 Million 0.19% of portfolio
21,596
Q2 2025 Added 17.48%
$113B
$2.13 Million 0.17% of portfolio
23,707
Q2 2025 Reduced 24.71%
$0
$1.98 Million 0.16% of portfolio
9,192
Q2 2025 Reduced 14.19%
$820B
$1.86 Million 0.15% of portfolio
2,391
Q2 2025 Reduced 2.21%
$39.1B
$1.88 Million 0.15% of portfolio
18,298
Q2 2025 Reduced 11.57%
$1.41B
$1.91 Million 0.15% of portfolio
59,795
Q1 2025 Added 20.4%
$1.53B
$1.81 Million 0.15% of portfolio
31,440
Q1 2025 Reduced 25.02%
$81.4B
$1.71 Million 0.14% of portfolio
24,073
Q2 2025 Reduced 44.6%
$73.8B
$1.79 Million 0.14% of portfolio
9,577
Q1 2025 New
$0
$1.68 Million 0.13% of portfolio
31,989
Q2 2025 Reduced 13.83%
$148B
$1.59 Million 0.13% of portfolio
7,183
Q2 2025 Added 37.0%
$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%
$91.1B
$1.43 Million 0.11% of portfolio
5,800
Q2 2025 Reduced 37.41%
$0
$1.32 Million 0.11% of portfolio
19,570
Q2 2025 New

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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