Lyell Wealth Management, LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Lyell Wealth Management, LP reported 232 stock positions worth $1.6 billion. Its top holding was Nvidia (NVDA) at 7.1% of the portfolio, followed by Alphabet Class C (GOOG, 5.5%) and Alphabet Class A (GOOGL, 4.0%). Compared with Q1 2026, it opened 24 new positions, sold out of 9, added to 89 and reduced 73. The biggest buy was Palo Alto Networks (PANW, shares +2%) and the biggest sale Intuit (INTU, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001686444
- Portfolio Value
- $1.6B (Q2 2026)
- SEC Filing
- 0001104659-26-090824 ↗ filed Aug 5, 2026
Holdings Value
Holdings 232 stocks · $1.6B
| NVDA Nvidia Corp. | 7.07% | 576,081 | $115.3M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 5.51% | 254,136 | $89.8M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 4.02% | 183,316 | $65.5M | Add +0.7% |
| PANW Palo Alto Networks Inc. | 3.64% | 173,721 | $59.2M | Add +2.0% |
| AAPL Apple Inc. | 3.29% | 185,015 | $53.5M | Add +0.4% |
| SMH Vaneck Semiconductor ETF | 3.06% | 76,152 | $49.9M | Reduce -2.3% |
| AMZN Amazon.com Inc. | 2.60% | 177,700 | $42.4M | Add +1.3% |
| AMD Advanced Micro Devices | 2.48% | 69,499 | $40.4M | Reduce -10.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 2.43% | 19,930 | $39.6M | Reduce -1.0% |
| CAT Caterpillar Inc. | 2.36% | 36,103 | $38.4M | Reduce -2.4% |
| MSFT Microsoft Corp. | 2.14% | 93,697 | $35.0M | Add +1.3% |
| JPM JPMorgan Chase & Co. | 2.08% | 103,574 | $33.9M | Add +3.0% |
| APH Amphenol Corp. Class A | 2.06% | 190,149 | $33.5M | Add +0.3% |
| VRT Vertiv Holdings Co. Class A | 2.00% | 97,138 | $32.5M | Reduce -7.5% |
| TSM Taiwan Semiconductor-SP ADR | 1.95% | 66,578 | $31.8M | Reduce -2.1% |
| META Meta Platforms Inc. Class A | 1.94% | 56,248 | $31.7M | Add +2.0% |
| PWR Quanta Services Inc. | 1.74% | 39,309 | $28.3M | Reduce -1.0% |
| COST Costco Wholesale Corp. | 1.74% | 30,240 | $28.3M | Add +1.2% |
| MS Morgan Stanley | 1.42% | 111,062 | $23.2M | Add +1.0% |
| DHI D.R. Horton Inc. | 1.26% | 126,420 | $20.6M | Add +0.0% |
| CDNS Cadence Design SYS Inc. | 1.21% | 52,693 | $19.8M | Add +0.6% |
| SHOP Shopify Inc. Class A | 1.17% | 167,421 | $19.1M | Add +1.5% |
| EXTR Extreme Networks Inc. | 1.16% | 582,345 | $18.9M | No change |
| V Visa Inc. Class A | 1.12% | 53,002 | $18.2M | Reduce -0.4% |
| TOL Toll Brothers Inc. | 1.07% | 105,787 | $17.4M | Add +5.6% |
| AVGO Broadcom Inc. | 1.07% | 46,015 | $17.4M | Add +15.5% |
| TMO Thermo Fisher Scientific Inc. | 1.06% | 34,479 | $17.3M | Reduce -0.2% |
| HD Home Depot Inc. | 1.03% | 47,689 | $16.8M | Add +3.6% |
| DELL Dell Technologies -C | 1.00% | 37,835 | $16.3M | Add +39.1% |
| ISRG Intuitive Surgical Inc. | 0.95% | 39,001 | $15.5M | Add +4.9% |
| NFLX Netflix Inc. | 0.94% | 213,528 | $15.2M | Add +1.3% |
| SNOW Snowflake Inc. | 0.90% | 57,775 | $14.7M | Reduce -9.1% |
| WMT Walmart Inc. | 0.90% | 129,683 | $14.7M | Add +3.2% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.88% | 592,813 | $14.4M | Add +6.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.87% | 18,915 | $14.1M | Add +0.5% |
| UBER Uber Technologies Inc. | 0.85% | 192,912 | $13.9M | Reduce -1.9% |
| NET Cloudflare Inc. Class A | 0.84% | 55,907 | $13.7M | Add +3.5% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.82% | 529,578 | $13.4M | Add +8.0% |
| DE Deere & Co. | 0.80% | 20,668 | $13.1M | Add +7.1% |
| GLD SPDR Gold Shares | 0.79% | 34,889 | $12.9M | Reduce -3.1% |
| IBDU iShares Ibonds Dec 2029 Term | 0.78% | 546,943 | $12.7M | Add +8.4% |
| WM Waste Management Inc. | 0.76% | 55,561 | $12.4M | Add +17.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.74% | 24,228 | $12.1M | Add +0.6% |
| IDXX Idexx Laboratories Inc. | 0.73% | 22,660 | $11.9M | Add +0.6% |
| SYK Stryker Corp. | 0.71% | 36,756 | $11.6M | Reduce -0.6% |
| XLI SS Industrial Select Sector | 0.70% | 61,942 | $11.5M | Add +2.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.67% | 72,050 | $10.9M | Add +31.4% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.66% | 492,598 | $10.7M | Add +5.3% |
| FCX Freeport-McMoran Inc. | 0.64% | 164,798 | $10.4M | Add +36.0% |
| MA Mastercard Inc. Class A | 0.62% | 19,629 | $10.1M | Add +0.6% |
| NOW ServiceNow Inc. | 0.56% | 91,809 | $9.1M | Reduce -19.8% |
| XLV SS Health Care Select Sector | 0.54% | 55,725 | $8.8M | Add +1.8% |
| BLK BlackRock Inc. | 0.54% | 9,138 | $8.8M | Add +7.5% |
| VOO Vanguard S&P 500 ETF | 0.54% | 12,699 | $8.7M | Add +9.5% |
| UNP Union Pacific Corp. | 0.53% | 31,590 | $8.6M | Add +5.1% |
| IBDR iShares Ibonds Dec 2026 Term | 0.52% | 350,401 | $8.5M | Reduce -24.9% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.47% | 369,802 | $7.7M | Add +5.8% |
| IBDX iShares Ibonds Dec 2032 TC | 0.41% | 266,910 | $6.7M | Add +0.9% |
| XLK SS Technology Select Sector | 0.39% | 33,020 | $6.3M | Add +3.8% |
| HON Honeywell International Inc. | 0.38% | 27,617 | $6.2M | Add +8.2% |
| HONA Honeywell Aerospace Inc. | 0.37% | 27,617 | $6.1M | Add +8.2% |
| IJR iShares Core S&P Small-Cap E | 0.36% | 39,190 | $5.8M | Add +9.8% |
| OWL Blue Owl Capital Inc. | 0.36% | 662,107 | $5.8M | Reduce -8.7% |
| INTU Intuit Inc. | 0.35% | 21,838 | $5.7M | Reduce -24.3% |
| TSLA Tesla Inc. | 0.34% | 13,323 | $5.6M | Add +156.2% |
| TMUS T-Mobile US Inc. | 0.34% | 32,736 | $5.5M | Reduce -21.5% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.32% | 204,795 | $5.3M | Add +12.9% |
| ABT Abbott Laboratories | 0.31% | 56,357 | $5.1M | Reduce -12.6% |
| VEEV Veeva Systems Inc. Class A | 0.29% | 26,935 | $4.8M | Reduce -28.8% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.29% | 181,335 | $4.7M | Add +40.8% |
| BAC Bank of America Corp. | 0.26% | 75,268 | $4.3M | Add +0.7% |
| XBI SS SPDR S&P Biotech ETF | 0.26% | 26,881 | $4.3M | Add +120.2% |
| IVV iShares Core S&P 500 ETF | 0.25% | 5,501 | $4.1M | No change |
| CVX Chevron Corp. | 0.24% | 23,112 | $3.8M | Reduce -7.4% |
| SCHF Schwab Intl Equity ETF | 0.23% | 135,998 | $3.8M | Add +33.4% |
| IBB iShares Biotechnology ETF | 0.23% | 19,548 | $3.7M | Add +11.3% |
| DLR Digital Realty Trust Inc. | 0.22% | 20,295 | $3.6M | Reduce -14.2% |
| LLY Eli Lilly & Co. | 0.21% | 2,847 | $3.4M | Add +4.5% |
| MU Micron Technology Inc. | 0.20% | 2,880 | $3.3M | Reduce -16.6% |
| GWRE Guidewire Software Inc. | 0.20% | 26,780 | $3.3M | Reduce -0.6% |
| RSP Invesco S&P 500 Equal Weight | 0.19% | 14,773 | $3.1M | Reduce -13.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.19% | 4,080 | $3.1M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 31,340 | $3.0M | Reduce -6.8% |
| IWM iShares Russell 2000 ETF | 0.18% | 9,974 | $3.0M | Add +5.0% |
| NDAQ Nasdaq Inc. | 0.18% | 37,450 | $3.0M | Add +17.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 3,508 | $2.6M | Reduce -0.7% |
| XOM Exxonmobil Holdings Corp. | 0.16% | 18,860 | $2.6M | Reduce -4.8% |
| IJH iShares Core S&P Midcap ETF | 0.15% | 32,385 | $2.5M | No change |
| BALL Ball Corp. | 0.15% | 39,605 | $2.5M | Add +18.7% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.15% | 52,359 | $2.4M | Reduce -18.6% |
| TIP iShares Tips Bond ETF | 0.14% | 21,416 | $2.3M | Add +0.1% |
| OUNZ Vaneck Merk Gold ETF | 0.14% | 59,265 | $2.3M | Reduce -28.8% |
| CSCO Cisco Systems Inc. | 0.14% | 18,905 | $2.2M | Add +16.1% |
| CB Chubb Ltd. | 0.13% | 6,446 | $2.2M | New |
| JNJ Johnson & Johnson | 0.13% | 8,500 | $2.2M | Add +1.9% |
| XLE SS Energy Select Sector | 0.13% | 39,708 | $2.1M | Reduce -9.6% |
| ICE Intercontinental Exchange Inc. | 0.13% | 16,824 | $2.1M | Reduce -19.0% |
| SOXX iShares Semiconductor ETF | 0.13% | 3,178 | $2.0M | Add +37.6% |
| EFA iShares MSCI Eafe ETF | 0.12% | 19,286 | $2.0M | Reduce -0.3% |
| WDAY Workday Inc. Class A | 0.12% | 16,125 | $2.0M | Reduce -44.7% |
Portfolio Sells Q1 2026 → Q2 2026
| INTU Intuit Inc. | Reduce -24.3% | 0.35% | −0.57 |
| GLD SPDR Gold Shares | Reduce -3.1% | 0.79% | −0.35 |
| NVDA Nvidia Corp. | Reduce -0.5% | 7.07% | −0.35 |
| NOW ServiceNow Inc. | Reduce -19.8% | 0.56% | −0.32 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -24.9% | 0.52% | −0.31 |
| TMUS T-Mobile US Inc. | Reduce -21.5% | 0.34% | −0.31 |
| VEEV Veeva Systems Inc. Class A | Reduce -28.8% | 0.29% | −0.20 |
| LEN Lennar Corp. Class A | Reduce -85.0% | 0.03% | −0.19 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.2% | 1.06% | −0.19 |
| UBER Uber Technologies Inc. | Reduce -1.9% | 0.85% | −0.19 |
| SYK Stryker Corp. | Reduce -0.6% | 0.71% | −0.18 |
| ABT Abbott Laboratories | Reduce -12.6% | 0.31% | −0.17 |
| WDAY Workday Inc. Class A | Reduce -44.7% | 0.12% | −0.16 |
| CVX Chevron Corp. | Reduce -7.4% | 0.24% | −0.14 |
| OUNZ Vaneck Merk Gold ETF | Reduce -28.8% | 0.14% | −0.14 |
| OWL Blue Owl Capital Inc. | Reduce -8.7% | 0.36% | −0.13 |
| CRM Salesforce Inc. | Reduce -37.8% | 0.09% | −0.12 |
| ICE Intercontinental Exchange Inc. | Reduce -19.0% | 0.13% | −0.11 |
| GWRE Guidewire Software Inc. | Reduce -0.6% | 0.20% | −0.09 |
| SLB SLB Ltd. | Reduce -18.6% | 0.15% | −0.09 |
| DLR Digital Realty Trust Inc. | Reduce -14.2% | 0.22% | −0.09 |
| XOM Exxonmobil Holdings Corp. | Reduce -4.8% | 0.16% | −0.09 |
| COP Conocophillips | Reduce -14.4% | 0.09% | −0.07 |
| XLE SS Energy Select Sector | Reduce -9.6% | 0.13% | −0.07 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.07 |
| V Visa Inc. Class A | Reduce -0.4% | 1.12% | −0.07 |
| DIS The Walt Disney Co. | Reduce -6.8% | 0.19% | −0.05 |
| RSP Invesco S&P 500 Equal Weight | Reduce -13.1% | 0.19% | −0.05 |
| NOC Northrop Grumman Corp. | Reduce -16.8% | 0.05% | −0.05 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.04 |
| BKNG Booking Holdings Inc. | Reduce -46.3% | 0.03% | −0.04 |
| PEP Pepsico Inc. | Reduce -8.4% | 0.06% | −0.03 |
| BR Broadridge Financial Solutio | Sold out | 0.00% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -1.0% | 0.09% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.02 |
| IWV iShares Russell 3000 ETF | Sold out | 0.00% | −0.02 |
| DXCM Dexcom Inc. | Reduce -20.2% | 0.05% | −0.02 |
| RTX RTX Corp. | Reduce -0.9% | 0.09% | −0.02 |
| TEL Te Connectivity PLC | Reduce -0.2% | 0.08% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -7.6% | 0.03% | −0.02 |
| TCOM Trip.com Group Ltd.-ADR | Sold out | 0.00% | −0.02 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Sold out | 0.00% | −0.02 |
| DJP Ipath Bloomberg Commodity Inc. | Sold out | 0.00% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -0.3% | 0.12% | −0.02 |
| BKMS BNY Mellon Muni Short ETF | Sold out | 0.00% | −0.01 |
| OIH Vaneck Oil Services ETF | Reduce -8.8% | 0.03% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -10.3% | 0.07% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -2.3% | 0.02% | −0.01 |
| IBIT iShares Bitcoin Trust ETF | Reduce -7.9% | 0.02% | −0.01 |
| TRGP Targa Resources Corp. | Reduce -5.1% | 0.06% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| PANW Palo Alto Networks Inc. | Add +2.0% | 3.64% | +1.63 |
| DELL Dell Technologies -C | Add +39.1% | 1.00% | +0.67 |
| APH Amphenol Corp. Class A | Add +0.3% | 2.06% | +0.30 |
| TSLA Tesla Inc. | Add +156.2% | 0.34% | +0.20 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.19% | +0.19 |
| GOOGL Alphabet Inc. Class A | Add +0.7% | 4.02% | +0.17 |
| AVGO Broadcom Inc. | Add +15.5% | 1.07% | +0.16 |
| GOOG Alphabet Inc. Class C | Add +0.0% | 5.51% | +0.15 |
| XBI SS SPDR S&P Biotech ETF | Add +120.2% | 0.26% | +0.15 |
| CDNS Cadence Design SYS Inc. | Add +0.6% | 1.21% | +0.14 |
| CB Chubb Ltd. | New | 0.13% | +0.13 |
| FCX Freeport-McMoran Inc. | Add +36.0% | 0.64% | +0.11 |
| MS Morgan Stanley | Add +1.0% | 1.42% | +0.09 |
| XLK SS Technology Select Sector | Add +3.8% | 0.39% | +0.08 |
| SOXX iShares Semiconductor ETF | Add +37.6% | 0.13% | +0.07 |
| IBCA iShares Ibonds Dec 2035 TC | New | 0.07% | +0.07 |
| TOL Toll Brothers Inc. | Add +5.6% | 1.07% | +0.06 |
| TRV The Travelers Cos Inc. | Add +152.4% | 0.11% | +0.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.06% | +0.06 |
| SCHF Schwab Intl Equity ETF | Add +33.4% | 0.23% | +0.05 |
| CL Colgate-Palmolive Co. | New | 0.04% | +0.04 |
| CSCO Cisco Systems Inc. | Add +16.1% | 0.14% | +0.04 |
| IBDZ ISHARESIBONDSDEC2034TMCORP | Add +40.8% | 0.29% | +0.04 |
| DLN Wisdomtree US Largecap Divid | New | 0.04% | +0.04 |
| MRK Merck & Co. Inc. | Add +90.6% | 0.09% | +0.04 |
| LIN Linde PLC | New | 0.03% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +9.8% | 0.36% | +0.03 |
| INTC Intel Corp. | Add +0.4% | 0.04% | +0.03 |
| FYC First Trust Small Cap Growth | New | 0.03% | +0.03 |
| TJX TJX Companies Inc. | Add +31.4% | 0.67% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +9.5% | 0.54% | +0.03 |
| IBM Intl Business Machines Corp. | Add +56.2% | 0.08% | +0.03 |
| LLY Eli Lilly & Co. | Add +4.5% | 0.21% | +0.03 |
| ABBV Abbvie Inc. | Add +83.9% | 0.06% | +0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +34.9% | 0.12% | +0.02 |
| XSVM Invesco S&P Smallcap Value W | New | 0.02% | +0.02 |
| NET Cloudflare Inc. Class A | Add +3.5% | 0.84% | +0.02 |
| EMR Emerson Electric Co. | New | 0.02% | +0.02 |
| PEG Public Service Enterprise GP | New | 0.02% | +0.02 |
| KLAC KLA Corp. | New | 0.02% | +0.02 |
| SHEL Shell PLC-ADR | New | 0.02% | +0.02 |
| STX Seagate Technology Holdings | New | 0.02% | +0.02 |
| QCOM Qualcomm Inc. | New | 0.02% | +0.02 |
| REGL Prshrs S&P Mid 400 DVD Arist | New | 0.02% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | New | 0.02% | +0.02 |
| MRVL Marvell Technology Inc. | New | 0.02% | +0.02 |
| SDOG Alps Sector Dividend Dogs | New | 0.02% | +0.02 |
| FITB Fifth Third Bancorp | New | 0.01% | +0.01 |
| TXN Texas Instruments Inc. | Add +1.6% | 0.06% | +0.01 |
| ADI Analog Devices Inc. | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 232 | $1.6B | NVDA, GOOG, GOOGL, PANW, AAPL |
| Q1 2026 | 216 | $1.4B | NVDA, GOOG, GOOGL, AAPL, AMZN |
| Q4 2025 | 213 | $1.4B | NVDA, GOOGL, AAPL, MSFT, AMZN |
| Q3 2025 | 211 | $1.3B | NVDA, AAPL, MSFT, META, AMZN |
| Q2 2025 | 219 | $1.3B | NVDA, MSFT, META, AAPL, AMZN |
| Q1 2025 | 202 | $1.1B | NVDA, AAPL, MSFT, AMZN, META |
| Q4 2024 | 200 | $1.1B | NVDA, AAPL, AMZN, MSFT, META |
| Q3 2024 | 207 | $1.1B | NVDA, AAPL, MSFT, AMZN, META |
| Q2 2024 | 199 | $1.0B | NVDA, AAPL, MSFT, AMZN, PANW |
| Q1 2024 | 197 | $983.5M | NVDA, MSFT, AAPL, AMZN, WDAY |