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

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$414B
$350,000 0.03% of portfolio
1,512
Q3 2025 Reduced 0.53%
$0
$421,000 0.03% of portfolio
565
Q3 2025 Added 2.73%
$0
$436,000 0.03% of portfolio
4,780
Q3 2025 Reduced 1.04%
$46.2B
$373,000 0.03% of portfolio
4,973
Q2 2025 Added 24.33%
$140B
$373,000 0.03% of portfolio
997
Q3 2025 Added 2.26%
$0
$435,000 0.03% of portfolio
1,150
Q2 2024 Reduced 16.06%
$84.9B
$432,000 0.03% of portfolio
2,565
Q3 2024 Reduced 6.39%
$328B
$348,000 0.03% of portfolio
1,160
Q3 2025 Reduced 18.54%
$0
$331,000 0.03% of portfolio
4,128
Q2 2025 New
$65.7B
$390,000 0.03% of portfolio
1,300
Q1 2025 Reduced 1.59%
$0
$350,000 0.03% of portfolio
6,710
Q3 2025 Reduced 17.67%
$61.6B
$354,000 0.03% of portfolio
12,519
Q2 2025 Added 36.08%
$13.3B
$342,000 0.03% of portfolio
9,149
Q4 2023 Reduced 0.76%
$20.1B
$273,000 0.02% of portfolio
45,500
Q3 2025 Added 13.75%
$0
$250,000 0.02% of portfolio
940
Q2 2024 New
$21.7B
$320,000 0.02% of portfolio
3,203
Q3 2025 Reduced 7.64%
$73.2B
$257,000 0.02% of portfolio
60
Q1 2025 New
$67.3B
$322,000 0.02% of portfolio
1,155
Q2 2025 New
$0
$275,000 0.02% of portfolio
2,875
Q2 2024 Reduced 36.25%
$197B
$202,000 0.02% of portfolio
989
Q3 2025 New
$0
$329,000 0.02% of portfolio
1,810
Q4 2024 Added 3.84%
$65.3B
$255,000 0.02% of portfolio
3,517
Q2 2025 New
$0
$264,000 0.02% of portfolio
2,635
Q3 2025 Reduced 7.05%
$0
$211,000 0.02% of portfolio
4,500
Q2 2024 New
$0
$299,000 0.02% of portfolio
3,612
Q3 2025 Reduced 0.69%
$0
$311,000 0.02% of portfolio
4,318
Q2 2025 New
$0
$307,000 0.02% of portfolio
6,774
Q2 2024 New
$0
$231,000 0.02% of portfolio
3,990
Q3 2025 Reduced 5.9%
$0
$326,000 0.02% of portfolio
5,125
Q4 2023 New
$82.8B
$267,000 0.02% of portfolio
928
Q3 2025 Reduced 7.75%
$342B
$319,000 0.02% of portfolio
1,751
Q3 2025 Reduced 28.56%
$96.7B
$281,000 0.02% of portfolio
5,580
Q3 2024 New
$0
$264,000 0.02% of portfolio
3,482
Q3 2025 Reduced 9.49%
$0
$291,000 0.02% of portfolio
4,512
Q2 2025 New
$103B
$231,000 0.02% of portfolio
3,070
Q2 2025 New
$70.2B
$237,000 0.02% of portfolio
7,589
Q1 2024 New
$0
$315,000 0.02% of portfolio
3,151
Q3 2025 Reduced 4.17%
$0
$207,000 0.02% of portfolio
8,056
Q3 2025 New
$107B
$223,000 0.02% of portfolio
295
Q2 2025 New
$11.8B
$237,000 0.02% of portfolio
13,900
Q2 2020 Reduced 15.24%
$41.4B
$235,000 0.02% of portfolio
2,625
Q3 2025 Reduced 4.65%
$187B
$247,000 0.02% of portfolio
1,488
Q1 2024 Added 5.01%
$99.5B
$254,000 0.02% of portfolio
5,645
Q3 2024 Reduced 2.17%
$53.8B
$210,000 0.02% of portfolio
895
Q2 2025 New
$3.1B
$205,000 0.02% of portfolio
4,000
Q3 2025 New
$52.5B
$177,000 0.01% of portfolio
10,350
Q3 2024 Reduced 0.82%
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 24.18%
$759M
$37,000 0.0% of portfolio
10,500
Q3 2025 New
Ishares Ibonds Dec 2034 Term Corporate ETF
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 211
  • Current Value $1.32 Billion
  • Prior Value $1.24 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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