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
$270B
$1.34 Million 0.11% of portfolio
4,205
Q1 2025 Reduced 2.32%
$0
$1.25 Million 0.1% of portfolio
13,615
Q2 2025 Reduced 0.38%
$196B
$1.25 Million 0.1% of portfolio
14,667
Q2 2025 Reduced 65.7%
$0
$1.24 Million 0.1% of portfolio
56,076
Q2 2025 Added 25.94%
$243B
$1.22 Million 0.1% of portfolio
9,917
Q2 2025 Reduced 19.65%
$201B
$1.19 Million 0.1% of portfolio
9,048
Q2 2025 Reduced 25.96%
$1.44T
$1.28 Million 0.1% of portfolio
4,040
Q2 2025 Reduced 1.97%
$0
$1.29 Million 0.1% of portfolio
11,805
Q2 2025 Reduced 50.05%
$92.8B
$1.15 Million 0.09% of portfolio
12,600
Q2 2025 Reduced 32.24%
$494B
$1.17 Million 0.09% of portfolio
7,662
Q2 2025 Added 19.63%
$0
$1.09 Million 0.09% of portfolio
1,930
Q2 2025 Reduced 8.57%
$262B
$1.08 Million 0.09% of portfolio
7,408
Q2 2025 Added 18.95%
$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%
$89.8B
$1.07 Million 0.09% of portfolio
2,150
Q2 2025 Reduced 46.21%
$300B
$1.07 Million 0.09% of portfolio
15,467
Q2 2025 Reduced 3.19%
$0
$943,000 0.08% of portfolio
31,315
Q2 2025 Added 9.57%
$78.8B
$1.05 Million 0.08% of portfolio
9,962
Q2 2025 Added 196.22%
$708B
$853,000 0.07% of portfolio
3,906
Q2 2025 Reduced 0.53%
$52B
$832,000 0.07% of portfolio
1,005
Q1 2024 Added 0.5%
$356B
$925,000 0.07% of portfolio
5,811
Q2 2025 Added 50.51%
$121B
$892,000 0.07% of portfolio
10,240
Q2 2025 New
$75.7B
$892,000 0.07% of portfolio
27,345
Q2 2025 Reduced 0.59%
$0
$702,000 0.06% of portfolio
7,130
Q2 2025 Added 0.07%
$172B
$703,000 0.06% of portfolio
7,713
Q4 2023 New
$276B
$717,000 0.06% of portfolio
2,434
Q2 2025 Added 27.7%
$0
$730,000 0.06% of portfolio
5,774
Q2 2025 Reduced 64.54%
$48.3B
$749,000 0.06% of portfolio
1,404
Q2 2023 Reduced 2.84%
$0
$695,000 0.06% of portfolio
8,335
Q1 2025 Reduced 2.34%
$129B
$712,000 0.06% of portfolio
1,538
Q2 2025 Reduced 44.3%
$150B
$776,000 0.06% of portfolio
7,000
Q2 2025 Reduced 3.18%
$117B
$656,000 0.05% of portfolio
251
Q2 2025 Added 25.5%
$0
$650,000 0.05% of portfolio
6,983
Q2 2025 Added 47.01%
$73.2B
$594,000 0.05% of portfolio
1,900
Q4 2024 Reduced 8.08%
$0
$570,000 0.05% of portfolio
2,408
Q2 2025 Reduced 11.7%
$34.9B
$671,000 0.05% of portfolio
3,856
Q4 2024 Reduced 1.78%
$0
$614,000 0.05% of portfolio
23,179
Q2 2025 Reduced 4.92%
$202B
$509,000 0.04% of portfolio
88
Q2 2025 New
$81.7B
$470,000 0.04% of portfolio
2,565
Q3 2024 Reduced 6.39%
$177B
$538,000 0.04% of portfolio
2,768
Q2 2025 Reduced 2.74%
$157B
$453,000 0.04% of portfolio
2,296
Q2 2025 New
$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
$269B
$415,000 0.03% of portfolio
587
Q2 2025 Reduced 14.56%
$104B
$368,000 0.03% of portfolio
843
Q1 2025 Reduced 1.75%
$152B
$348,000 0.03% of portfolio
975
Q2 2025 Added 3.17%
$160B
$414,000 0.03% of portfolio
1,483
Q2 2025 Reduced 0.4%

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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