Lyell Wealth Management, LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 23, 2024), Lyell Wealth Management, LP reported 207 stock positions worth $1.1 billion. Its top holding was Nvidia (NVDA) at 6.9% of the portfolio, followed by Apple (AAPL, 3.9%) and Microsoft (MSFT, 3.1%). Compared with Q2 2024, it opened 10 new positions, sold out of 2, added to 68 and reduced 65. The biggest buy was D.R. Horton (DHI, shares +0%) and the biggest sale Nvidia (NVDA, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001686444
- Portfolio Value
- $1.1B (Q3 2024)
- SEC Filing
- 0001104659-24-110780 ↗ filed Oct 23, 2024
Holdings Value
Holdings 207 stocks · $1.1B
| NVDA Nvidia Corp. | 6.93% | 627,836 | $76.2M | Reduce -4.1% |
| AAPL Apple Inc. | 3.92% | 184,977 | $43.1M | Add +0.3% |
| MSFT Microsoft Corp. | 3.08% | 78,720 | $33.9M | Add +1.3% |
| AMZN Amazon.com Inc. | 2.71% | 160,226 | $29.9M | Add +1.7% |
| META Meta Platforms Inc. Class A | 2.56% | 49,130 | $28.1M | Add +1.3% |
| PANW Palo Alto Networks Inc. | 2.45% | 78,881 | $27.0M | Reduce 0.0% |
| COST Costco Wholesale Corp. | 2.18% | 27,032 | $24.0M | Reduce -0.3% |
| NOW ServiceNow Inc. | 2.13% | 26,168 | $23.4M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 2.12% | 140,285 | $23.3M | Add +1.2% |
| WDAY Workday Inc. Class A | 2.02% | 90,928 | $22.2M | Reduce -9.5% |
| DHI D.R. Horton Inc. | 1.85% | 106,769 | $20.4M | Add +0.1% |
| INTU Intuit Inc. | 1.74% | 30,733 | $19.1M | Add +0.2% |
| JPM JPMorgan Chase & Co. | 1.72% | 89,875 | $19.0M | Add +1.7% |
| TMO Thermo Fisher Scientific Inc. | 1.65% | 29,360 | $18.2M | Add +0.8% |
| HD Home Depot Inc. | 1.60% | 43,378 | $17.6M | Add +1.4% |
| CRM Salesforce Inc. | 1.60% | 64,177 | $17.6M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 1.56% | 102,734 | $17.2M | Add +4.7% |
| ISRG Intuitive Surgical Inc. | 1.52% | 33,945 | $16.7M | Reduce -0.0% |
| ASML ASML Holding NV-NY Reg SHS | 1.37% | 18,042 | $15.0M | Add +2.8% |
| SMH Vaneck Semiconductor ETF | 1.34% | 60,221 | $14.8M | Add +2.7% |
| LEN Lennar Corp. Class A | 1.34% | 78,623 | $14.7M | Add +3.7% |
| AMD Advanced Micro Devices | 1.30% | 87,240 | $14.3M | Add +1.9% |
| CAT Caterpillar Inc. | 1.26% | 35,350 | $13.8M | Reduce -0.1% |
| V Visa Inc. Class A | 1.20% | 48,074 | $13.2M | Add +4.8% |
| ZTS Zoetis Inc. | 1.19% | 67,052 | $13.1M | Add +1.4% |
| SHOP Shopify Inc. Class A | 1.15% | 157,184 | $12.6M | Add +0.6% |
| SYK Stryker Corp. | 1.11% | 33,849 | $12.2M | Add +0.7% |
| CDNS Cadence Design SYS Inc. | 1.10% | 44,502 | $12.1M | Add +5.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.07% | 20,561 | $11.8M | Reduce -3.1% |
| VEEV Veeva Systems Inc. Class A | 1.02% | 53,659 | $11.3M | Reduce -1.3% |
| APH Amphenol Corp. Class A | 0.98% | 165,092 | $10.8M | Add +1.9% |
| IDXX Idexx Laboratories Inc. | 0.97% | 21,051 | $10.6M | Reduce -0.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.96% | 60,547 | $10.5M | Add +1.4% |
| NFLX Netflix Inc. | 0.94% | 14,569 | $10.3M | Add +13.0% |
| HON Honeywell International Inc. | 0.94% | 49,939 | $10.3M | Add +2.0% |
| UBER Uber Technologies Inc. | 0.93% | 136,116 | $10.2M | Add +9.2% |
| ADBE Adobe Inc. | 0.91% | 19,315 | $10.0M | Reduce -2.0% |
| MS Morgan Stanley | 0.90% | 95,141 | $9.9M | Add +4.0% |
| XLE SS Energy Select Sector | 0.82% | 102,934 | $9.0M | Reduce -0.9% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.81% | 213,242 | $8.9M | Reduce -3.2% |
| DLR Digital Realty Trust Inc. | 0.81% | 54,995 | $8.9M | Add +1.9% |
| GLD SPDR Gold Shares | 0.80% | 36,098 | $8.8M | Add +1.2% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.79% | 79,135 | $8.7M | Reduce -11.2% |
| UNP Union Pacific Corp. | 0.77% | 34,477 | $8.5M | Reduce -3.0% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.77% | 346,431 | $8.4M | Add +11.8% |
| EXTR Extreme Networks Inc. | 0.76% | 556,016 | $8.4M | No change |
| IBDQ iShares Ibonds Dec 2025 Term | 0.76% | 331,891 | $8.3M | Add +7.0% |
| GWRE Guidewire Software Inc. | 0.75% | 45,190 | $8.3M | Reduce -19.1% |
| IBDR iShares Ibonds Dec 2026 Term | 0.72% | 325,825 | $7.9M | Add +7.8% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.72% | 308,104 | $7.9M | Add +17.7% |
| CVX Chevron Corp. | 0.70% | 52,109 | $7.7M | Reduce -9.2% |
| FCX Freeport-McMoran Inc. | 0.68% | 150,040 | $7.5M | Add +0.3% |
| MA Mastercard Inc. Class A | 0.68% | 15,063 | $7.4M | Add +9.6% |
| XLI SS Industrial Select Sector | 0.66% | 53,795 | $7.3M | Add +0.4% |
| IBDU iShares Ibonds Dec 2029 Term | 0.65% | 305,924 | $7.2M | Add +23.3% |
| WMT Walmart Inc. | 0.61% | 82,730 | $6.7M | Add +11.6% |
| SNOW Snowflake Inc. | 0.60% | 57,383 | $6.6M | Reduce -1.6% |
| ABT Abbott Laboratories | 0.60% | 57,710 | $6.6M | Add +2.9% |
| DE Deere & Co. | 0.55% | 14,408 | $6.0M | Reduce -3.3% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.54% | 268,570 | $6.0M | Add +13.5% |
| LMT Lockheed Martin Corp. | 0.51% | 9,579 | $5.6M | Reduce -4.8% |
| TMUS T-Mobile US Inc. | 0.51% | 26,932 | $5.6M | Add +2.1% |
| TGT Target Corp. | 0.49% | 34,918 | $5.4M | Reduce -6.1% |
| BLK BlackRock Inc. | 0.48% | 5,596 | $5.3M | Reduce -0.7% |
| PEP Pepsico Inc. | 0.47% | 30,654 | $5.2M | Reduce -0.6% |
| IBDX iShares Ibonds Dec 2032 TC | 0.46% | 197,475 | $5.1M | Add +11.0% |
| NOC Northrop Grumman Corp. | 0.46% | 9,571 | $5.1M | Reduce -1.3% |
| NKE Nike Inc. Class B | 0.46% | 56,994 | $5.0M | Reduce -32.4% |
| XLV SS Health Care Select Sector | 0.45% | 31,970 | $4.9M | Add +25.2% |
| COP Conocophillips | 0.45% | 46,765 | $4.9M | Reduce -11.5% |
| UNH Unitedhealth Group Inc. | 0.44% | 8,281 | $4.8M | Reduce -3.2% |
| CCI Crown Castle Inc. | 0.44% | 40,341 | $4.8M | Add +7.3% |
| DXCM Dexcom Inc. | 0.40% | 65,040 | $4.4M | Add +0.2% |
| BR Broadridge Financial Solutio | 0.38% | 19,643 | $4.2M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.37% | 42,115 | $4.1M | Reduce -7.4% |
| IWM iShares Russell 2000 ETF | 0.36% | 18,105 | $4.0M | Reduce -5.0% |
| PRCT Procept Biorobotics Corp. | 0.36% | 49,680 | $4.0M | Reduce -41.0% |
| CI The Cigna Group | 0.36% | 11,340 | $3.9M | Add +13.2% |
| BALL Ball Corp. | 0.34% | 54,665 | $3.7M | Add +15.0% |
| IVV iShares Core S&P 500 ETF | 0.33% | 6,352 | $3.7M | Reduce -0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.33% | 90,618 | $3.6M | Reduce -13.9% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.32% | 165,800 | $3.5M | Add +501.8% |
| RSP Invesco S&P 500 Equal Weight | 0.32% | 19,476 | $3.5M | Add +2.8% |
| NET Cloudflare Inc. Class A | 0.30% | 40,267 | $3.3M | Reduce -2.5% |
| IBB iShares Biotechnology ETF | 0.29% | 22,274 | $3.2M | Add +3.4% |
| XLK SS Technology Select Sector | 0.28% | 13,838 | $3.1M | Add +3.3% |
| IBDP iShares Ibonds Dec 2024 Term | 0.28% | 122,007 | $3.1M | Reduce -34.5% |
| IJH iShares Core S&P Midcap ETF | 0.28% | 48,775 | $3.0M | Reduce -4.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 6,494 | $3.0M | No change |
| CRVL Corvel Corp. | 0.27% | 8,960 | $2.9M | No change |
| TIP iShares Tips Bond ETF | 0.26% | 26,368 | $2.9M | Add +1.9% |
| AVGO Broadcom Inc. | 0.26% | 16,610 | $2.9M | Reduce -0.1% |
| EFA iShares MSCI Eafe ETF | 0.22% | 28,951 | $2.4M | Reduce -2.4% |
| LLY Eli Lilly & Co. | 0.20% | 2,481 | $2.2M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.20% | 4,417 | $2.2M | Reduce -1.7% |
| XBI SS SPDR S&P Biotech ETF | 0.19% | 21,067 | $2.1M | Add +1.8% |
| OIH Vaneck Oil Services ETF | 0.18% | 7,101 | $2.0M | Reduce -10.8% |
| TEAM Atlassian Corp. Class A | 0.18% | 12,651 | $2.0M | Reduce -11.1% |
| XOM Exxon Mobil Corp. | 0.18% | 16,665 | $2.0M | No change |
| SBUX Starbucks Corp. | 0.17% | 18,885 | $1.8M | Reduce -43.8% |
Portfolio Sells Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Reduce -4.1% | 6.93% | −0.79 |
| SLB SLB Ltd. | Reduce -3.2% | 0.81% | −0.18 |
| BHP BHP Group Ltd.-Spon ADR | Reduce -60.8% | 0.12% | −0.18 |
| IBDP iShares Ibonds Dec 2024 Term | Reduce -34.5% | 0.28% | −0.17 |
| CVX Chevron Corp. | Reduce -9.2% | 0.70% | −0.16 |
| SNOW Snowflake Inc. | Reduce -1.6% | 0.60% | −0.15 |
| NKE Nike Inc. Class B | Reduce -32.4% | 0.46% | −0.15 |
| ADBE Adobe Inc. | Reduce -2.0% | 0.91% | −0.14 |
| COP Conocophillips | Reduce -11.5% | 0.45% | −0.13 |
| PRCT Procept Biorobotics Corp. | Reduce -41.0% | 0.36% | −0.13 |
| WDAY Workday Inc. Class A | Reduce -9.5% | 2.02% | −0.12 |
| PANW Palo Alto Networks Inc. | Reduce 0.0% | 2.45% | −0.10 |
| SBUX Starbucks Corp. | Reduce -43.8% | 0.17% | −0.08 |
| XLE SS Energy Select Sector | Reduce -0.9% | 0.82% | −0.08 |
| BAC Bank of America Corp. | Reduce -13.9% | 0.33% | −0.07 |
| DIS The Walt Disney Co. | Reduce -7.4% | 0.37% | −0.06 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.06 |
| TEAM Atlassian Corp. Class A | Reduce -11.1% | 0.18% | −0.06 |
| OIH Vaneck Oil Services ETF | Reduce -10.8% | 0.18% | −0.06 |
| TTD Trade Desk Inc./the Class A | Reduce -11.2% | 0.79% | −0.04 |
| MU Micron Technology Inc. | Reduce -0.2% | 0.12% | −0.04 |
| TGT Target Corp. | Reduce -6.1% | 0.49% | −0.03 |
| NET Cloudflare Inc. Class A | Reduce -2.5% | 0.30% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.1% | 1.07% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -0.3% | 2.18% | −0.02 |
| DASH DoorDash Inc. Class A | Reduce -29.9% | 0.15% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −0.02 |
| IDXX Idexx Laboratories Inc. | Reduce -0.4% | 0.97% | −0.02 |
| EEM iShares MSCI Emerging Market | Reduce -10.3% | 0.14% | −0.01 |
| PEP Pepsico Inc. | Reduce -0.6% | 0.47% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.7% | 0.20% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.1% | 0.28% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -11.2% | 0.06% | −0.01 |
| AMAT Applied Materials Inc. | Reduce -1.5% | 0.02% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -5.0% | 0.36% | −0.01 |
| ZM Zoom Communications Inc. | Reduce -21.4% | 0.04% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -1.8% | 0.10% | −0.00 |
| MDY State Street SPDR S&P Midcap | Reduce -3.6% | 0.11% | −0.00 |
| TLT iShares 20+ Year Treasury BD | Reduce -4.1% | 0.09% | −0.00 |
| AGG iShares Core U.S. Aggregate | Reduce -6.4% | 0.03% | −0.00 |
| EFA iShares MSCI Eafe ETF | Reduce -2.4% | 0.22% | −0.00 |
| ET Energy Transfer LP | Reduce -0.8% | 0.02% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Reduce -4.3% | 0.07% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -0.2% | 0.33% | +0.00 |
| TWLO Twilio Inc. Class A | Reduce -6.7% | 0.03% | +0.00 |
| ITW Illinois Tool Works | Reduce -1.6% | 0.02% | +0.00 |
| ICE Intercontinental Exchange Inc. | Reduce -6.4% | 0.04% | +0.00 |
| GNRC Generac Holdings Inc. | Reduce -6.8% | 0.03% | +0.00 |
| GE General Electric | Reduce -2.6% | 0.03% | +0.00 |
| DOCU Docusign Inc. | Reduce -7.0% | 0.11% | +0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| DHI D.R. Horton Inc. | Add +0.1% | 1.85% | +0.42 |
| BR Broadridge Financial Solutio | New | 0.38% | +0.38 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +501.8% | 0.32% | +0.27 |
| LEN Lennar Corp. Class A | Add +3.7% | 1.34% | +0.26 |
| META Meta Platforms Inc. Class A | Add +1.3% | 2.56% | +0.22 |
| AAPL Apple Inc. | Add +0.3% | 3.92% | +0.21 |
| HD Home Depot Inc. | Add +1.4% | 1.60% | +0.19 |
| NOW ServiceNow Inc. | Add +0.4% | 2.13% | +0.17 |
| SHOP Shopify Inc. Class A | Add +0.6% | 1.15% | +0.16 |
| VRT Vertiv Holdings Co. Class A | New | 0.14% | +0.14 |
| WMT Walmart Inc. | Add +11.6% | 0.61% | +0.13 |
| IBDU iShares Ibonds Dec 2029 Term | Add +23.3% | 0.65% | +0.12 |
| TMO Thermo Fisher Scientific Inc. | Add +0.8% | 1.65% | +0.11 |
| NFLX Netflix Inc. | Add +13.0% | 0.94% | +0.11 |
| VOO Vanguard S&P 500 ETF | Add +253.8% | 0.15% | +0.11 |
| MA Mastercard Inc. Class A | Add +9.6% | 0.68% | +0.10 |
| ZTS Zoetis Inc. | Add +1.4% | 1.19% | +0.10 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +17.7% | 0.72% | +0.10 |
| XLV SS Health Care Select Sector | Add +25.2% | 0.45% | +0.09 |
| CCI Crown Castle Inc. | Add +7.3% | 0.44% | +0.08 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +11.8% | 0.77% | +0.07 |
| GLD SPDR Gold Shares | Add +1.2% | 0.80% | +0.07 |
| UBER Uber Technologies Inc. | Add +9.2% | 0.93% | +0.07 |
| BALL Ball Corp. | Add +15.0% | 0.34% | +0.07 |
| TMUS T-Mobile US Inc. | Add +2.1% | 0.51% | +0.06 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +13.5% | 0.54% | +0.06 |
| MS Morgan Stanley | Add +4.0% | 0.90% | +0.05 |
| V Visa Inc. Class A | Add +4.8% | 1.20% | +0.05 |
| RDDT Reddit Inc. Class A | New | 0.05% | +0.05 |
| IBDX iShares Ibonds Dec 2032 TC | Add +11.0% | 0.46% | +0.04 |
| ABT Abbott Laboratories | Add +2.9% | 0.60% | +0.04 |
| LRCX Lam Research Corp. | New | 0.04% | +0.04 |
| CI The Cigna Group | Add +13.2% | 0.36% | +0.04 |
| XLI SS Industrial Select Sector | Add +0.4% | 0.66% | +0.04 |
| IBDR iShares Ibonds Dec 2026 Term | Add +7.8% | 0.72% | +0.03 |
| DLR Digital Realty Trust Inc. | Add +1.9% | 0.81% | +0.03 |
| XLF SS Financial Select Sector | Add +32.0% | 0.09% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +34.5% | 0.08% | +0.02 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +7.0% | 0.76% | +0.02 |
| TCOM Trip.com Group Ltd.-ADR | New | 0.02% | +0.02 |
| WY Weyerhaeuser Co. | New | 0.02% | +0.02 |
| ENB Enbridge Inc. | New | 0.02% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | Add +2.8% | 0.32% | +0.02 |
| SYK Stryker Corp. | Add +0.7% | 1.11% | +0.02 |
| ILMN Illumina Inc. | New | 0.02% | +0.02 |
| ACN Accenture PLC Class A | New | 0.02% | +0.02 |
| KMI Kinder Morgan Inc. | New | 0.02% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +26.1% | 0.08% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +1.7% | 1.72% | +0.02 |
| XHB SS SPDR S&P Homebldrs ETF | Add +6.1% | 0.08% | +0.02 |
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 |