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
$0
$403,000 0.03% of portfolio
1,150
Q2 2024 Reduced 16.06%
$74.6B
$332,000 0.03% of portfolio
1,006
Q2 2025 Reduced 9.69%
$58.9B
$368,000 0.03% of portfolio
12,519
Q2 2025 Added 36.08%
$23.4B
$431,000 0.03% of portfolio
3,468
Q2 2025 Reduced 11.49%
$46.4B
$371,000 0.03% of portfolio
2,054
Q4 2023 New
$338B
$366,000 0.03% of portfolio
1,424
Q2 2025 Added 6.67%
$218B
$413,000 0.03% of portfolio
5,224
Q2 2025 Reduced 5.69%
$0
$430,000 0.03% of portfolio
4,830
Q2 2025 New
$0
$364,000 0.03% of portfolio
550
Q2 2025 New
$13.7B
$392,000 0.03% of portfolio
9,149
Q4 2023 Reduced 0.76%
$0
$329,000 0.03% of portfolio
1,810
Q4 2024 Added 3.84%
$65.6B
$332,000 0.03% of portfolio
1,300
Q1 2025 Reduced 1.59%
$0
$419,000 0.03% of portfolio
8,150
Q2 2025 Reduced 16.96%
$298B
$405,000 0.03% of portfolio
5,725
Q1 2025 Added 8.53%
$394B
$334,000 0.03% of portfolio
2,451
Q2 2025 Added 0.04%
$67B
$235,000 0.02% of portfolio
7,589
Q1 2024 New
$386B
$282,000 0.02% of portfolio
1,520
Q2 2025 Reduced 5.88%
$42.7B
$271,000 0.02% of portfolio
2,753
Q2 2025 Reduced 65.31%
$6.93B
$307,000 0.02% of portfolio
6,000
Q2 2025 Reduced 50.0%
$59.2B
$307,000 0.02% of portfolio
7,143
Q1 2025 New
$70.3B
$227,000 0.02% of portfolio
2,253
Q2 2025 Reduced 0.44%
$63B
$309,000 0.02% of portfolio
1,155
Q2 2025 New
$32.6B
$201,000 0.02% of portfolio
575
Q2 2025 New
$52B
$187,000 0.02% of portfolio
10,350
Q3 2024 Reduced 0.82%
$94.4B
$252,000 0.02% of portfolio
5,580
Q3 2024 New
$0
$296,000 0.02% of portfolio
1,286
Q2 2025 Reduced 47.91%
$158B
$230,000 0.02% of portfolio
772
Q1 2025 Added 30.85%
$0
$261,000 0.02% of portfolio
2,875
Q2 2024 Reduced 36.25%
$0
$309,000 0.02% of portfolio
4,128
Q2 2025 New
$0
$205,000 0.02% of portfolio
6,350
Q2 2025 New
$11.5B
$254,000 0.02% of portfolio
13,900
Q2 2020 Reduced 15.24%
$0
$301,000 0.02% of portfolio
3,637
Q2 2025 Reduced 4.59%
$99.3B
$206,000 0.02% of portfolio
295
Q2 2025 New
$98B
$261,000 0.02% of portfolio
5,645
Q3 2024 Reduced 2.17%
$0
$281,000 0.02% of portfolio
2,835
Q4 2024 Reduced 5.97%
$53B
$217,000 0.02% of portfolio
895
Q2 2025 New
$63.9B
$219,000 0.02% of portfolio
3,517
Q2 2025 New
$10B
$238,000 0.02% of portfolio
4,000
Q2 2025 Reduced 81.11%
$878M
$252,000 0.02% of portfolio
4,500
Q2 2025 Reduced 2.45%
$0
$292,000 0.02% of portfolio
4,512
Q2 2025 New
$0
$294,000 0.02% of portfolio
5,125
Q4 2023 New
$0
$250,000 0.02% of portfolio
940
Q2 2024 New
$0
$301,000 0.02% of portfolio
4,318
Q2 2025 New
$203B
$236,000 0.02% of portfolio
1,488
Q1 2024 Added 5.01%
$0
$275,000 0.02% of portfolio
6,774
Q2 2024 New
$0
$231,000 0.02% of portfolio
4,240
Q2 2025 New
$0
$272,000 0.02% of portfolio
3,288
Q2 2025 Reduced 77.37%
$69.7B
$222,000 0.02% of portfolio
60
Q1 2025 New
$45.3B
$291,000 0.02% of portfolio
4,973
Q2 2025 Added 24.33%

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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