Lyell Wealth Management, LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Lyell Wealth Management, LP reported 216 stock positions worth $1.4 billion. Its top holding was Nvidia (NVDA) at 7.4% of the portfolio, followed by Alphabet Class C (GOOG, 5.4%) and Alphabet Class A (GOOGL, 3.8%). Compared with Q4 2025, it opened 14 new positions, sold out of 11, added to 77 and reduced 71. The biggest buy was Alphabet Class C (GOOG, shares +198%) and the biggest sale Workday Class A (WDAY, shares −59%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001686444
- Portfolio Value
- $1.4B (Q1 2026)
- SEC Filing
- 0001104659-26-056835 ↗ filed May 7, 2026
Holdings Value
Holdings 216 stocks · $1.4B
| NVDA Nvidia Corp. | 7.42% | 578,932 | $101.0M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 5.36% | 254,135 | $72.9M | Add +197.7% |
| GOOGL Alphabet Inc. Class A | 3.85% | 181,994 | $52.3M | Reduce -0.1% |
| AAPL Apple Inc. | 3.44% | 184,296 | $46.8M | Add +0.3% |
| AMZN Amazon.com Inc. | 2.69% | 175,441 | $36.5M | Add +0.5% |
| MSFT Microsoft Corp. | 2.52% | 92,487 | $34.2M | Add +0.4% |
| META Meta Platforms Inc. Class A | 2.32% | 55,116 | $31.5M | Add +1.9% |
| SMH Vaneck Semiconductor ETF | 2.19% | 77,905 | $29.9M | Add +0.3% |
| COST Costco Wholesale Corp. | 2.19% | 29,874 | $29.8M | Add +1.3% |
| JPM JPMorgan Chase & Co. | 2.17% | 100,578 | $29.6M | Reduce -0.2% |
| PANW Palo Alto Networks Inc. | 2.01% | 170,274 | $27.3M | Add +0.5% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.95% | 20,137 | $26.6M | Reduce -1.4% |
| VRT Vertiv Holdings Co. Class A | 1.93% | 104,958 | $26.3M | Reduce -0.5% |
| CAT Caterpillar Inc. | 1.93% | 36,994 | $26.2M | Reduce -0.7% |
| APH Amphenol Corp. Class A | 1.76% | 189,586 | $24.0M | Reduce -0.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.69% | 67,979 | $23.0M | Reduce -1.2% |
| PWR Quanta Services Inc. | 1.60% | 39,707 | $21.8M | Add +3.3% |
| NFLX Netflix Inc. | 1.49% | 210,747 | $20.3M | Add +2.1% |
| SHOP Shopify Inc. Class A | 1.44% | 164,916 | $19.6M | Add +0.0% |
| MS Morgan Stanley | 1.33% | 109,996 | $18.1M | Add +0.2% |
| DHI D.R. Horton Inc. | 1.27% | 126,385 | $17.3M | Add +2.5% |
| ISRG Intuitive Surgical Inc. | 1.26% | 37,192 | $17.1M | Reduce -0.8% |
| TMO Thermo Fisher Scientific Inc. | 1.25% | 34,546 | $17.0M | Add +0.9% |
| V Visa Inc. Class A | 1.18% | 53,199 | $16.1M | Reduce -2.1% |
| AMD Advanced Micro Devices | 1.16% | 77,486 | $15.8M | Add +0.1% |
| WMT Walmart Inc. | 1.15% | 125,615 | $15.6M | Add +1.4% |
| GLD SPDR Gold Shares | 1.14% | 36,019 | $15.5M | Reduce -0.9% |
| HD Home Depot Inc. | 1.11% | 46,013 | $15.1M | Reduce -0.7% |
| CDNS Cadence Design SYS Inc. | 1.07% | 52,360 | $14.5M | Add +0.2% |
| UBER Uber Technologies Inc. | 1.04% | 196,668 | $14.1M | Reduce -0.1% |
| TOL Toll Brothers Inc. | 1.00% | 100,181 | $13.7M | Add +4.7% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.99% | 556,683 | $13.5M | Add +6.7% |
| IDXX Idexx Laboratories Inc. | 0.93% | 22,517 | $12.7M | Reduce -3.4% |
| INTU Intuit Inc. | 0.92% | 28,832 | $12.5M | Reduce -12.7% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.91% | 490,178 | $12.4M | Add +2.3% |
| AVGO Broadcom Inc. | 0.91% | 39,849 | $12.3M | Add +73.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.90% | 18,829 | $12.2M | Add +16.9% |
| SYK Stryker Corp. | 0.89% | 36,965 | $12.1M | Reduce -9.0% |
| NOW ServiceNow Inc. | 0.88% | 114,446 | $12.0M | Reduce -12.2% |
| IBDU iShares Ibonds Dec 2029 Term | 0.86% | 504,623 | $11.7M | Add +3.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.85% | 24,078 | $11.5M | Add +3.0% |
| HON Honeywell International Inc. | 0.85% | 51,035 | $11.5M | Add +4.2% |
| IBDR iShares Ibonds Dec 2026 Term | 0.83% | 466,279 | $11.3M | Reduce -6.4% |
| NET Cloudflare Inc. Class A | 0.82% | 54,034 | $11.1M | Add +3.2% |
| DE Deere & Co. | 0.80% | 19,304 | $10.9M | Add +2.0% |
| WM Waste Management Inc. | 0.80% | 47,158 | $10.8M | New |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.75% | 467,998 | $10.2M | Add +3.3% |
| XLI SS Industrial Select Sector | 0.72% | 60,703 | $9.8M | Add +5.8% |
| MA Mastercard Inc. Class A | 0.72% | 19,514 | $9.8M | Reduce -1.7% |
| SNOW Snowflake Inc. | 0.70% | 63,551 | $9.6M | Add +4.9% |
| EXTR Extreme Networks Inc. | 0.65% | 582,345 | $8.8M | No change |
| TMUS T-Mobile US Inc. | 0.64% | 41,698 | $8.8M | Add +1.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.64% | 54,833 | $8.8M | Add +262.1% |
| BLK BlackRock Inc. | 0.60% | 8,501 | $8.2M | Add +2.4% |
| XLV SS Health Care Select Sector | 0.59% | 54,732 | $8.0M | Add +26.1% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.54% | 349,577 | $7.3M | Add +5.2% |
| UNP Union Pacific Corp. | 0.54% | 30,069 | $7.3M | Reduce -3.7% |
| FCX Freeport-McMoran Inc. | 0.52% | 121,162 | $7.1M | Reduce -2.4% |
| VOO Vanguard S&P 500 ETF | 0.51% | 11,597 | $6.9M | Reduce -0.9% |
| IBDX iShares Ibonds Dec 2032 TC | 0.49% | 264,515 | $6.7M | Add +1.7% |
| VEEV Veeva Systems Inc. Class A | 0.49% | 37,830 | $6.6M | Reduce -30.7% |
| ABT Abbott Laboratories | 0.49% | 64,501 | $6.6M | Reduce -2.3% |
| OWL Blue Owl Capital Inc. | 0.49% | 725,136 | $6.6M | Add +5.2% |
| CVX Chevron Corp. | 0.38% | 24,958 | $5.2M | Reduce -4.8% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.34% | 181,445 | $4.7M | Add +4.5% |
| DELL Dell Technologies -C | 0.33% | 27,190 | $4.5M | New |
| IJR iShares Core S&P Small-Cap E | 0.33% | 35,690 | $4.4M | Add +85.9% |
| DLR Digital Realty Trust Inc. | 0.31% | 23,645 | $4.3M | Reduce -59.9% |
| XLK SS Technology Select Sector | 0.31% | 31,808 | $4.2M | Reduce -6.4% |
| GWRE Guidewire Software Inc. | 0.30% | 26,930 | $4.0M | Reduce -0.1% |
| WDAY Workday Inc. Class A | 0.28% | 29,172 | $3.8M | Reduce -59.3% |
| OUNZ Vaneck Merk Gold ETF | 0.28% | 83,245 | $3.8M | Add +34.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.27% | 74,783 | $3.6M | Reduce -16.7% |
| IVV iShares Core S&P 500 ETF | 0.26% | 5,501 | $3.6M | Reduce -1.7% |
| XOM Exxon Mobil Corp. | 0.25% | 19,813 | $3.4M | Add +0.2% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.25% | 128,835 | $3.4M | Add +56.0% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.24% | 64,289 | $3.3M | Reduce -1.2% |
| ICE Intercontinental Exchange Inc. | 0.24% | 20,772 | $3.3M | Add +729.9% |
| RSP Invesco S&P 500 Equal Weight | 0.24% | 17,000 | $3.3M | Add +6.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.24% | 33,646 | $3.2M | Reduce -5.3% |
| LEN Lennar Corp. Class A | 0.22% | 34,296 | $3.0M | Reduce -56.4% |
| IBB iShares Biotechnology ETF | 0.22% | 17,570 | $3.0M | Add +62.2% |
| CRM Salesforce Inc. | 0.21% | 15,355 | $2.9M | Reduce -70.5% |
| NDAQ Nasdaq Inc. | 0.20% | 31,895 | $2.7M | New |
| XLE SS Energy Select Sector | 0.20% | 43,932 | $2.7M | Reduce -2.0% |
| SCHF Schwab Intl Equity ETF | 0.19% | 101,982 | $2.5M | Add +80.1% |
| LLY Eli Lilly & Co. | 0.18% | 2,724 | $2.5M | Add +0.4% |
| TIP iShares Tips Bond ETF | 0.17% | 21,383 | $2.4M | Reduce -11.2% |
| IWM iShares Russell 2000 ETF | 0.17% | 9,496 | $2.4M | Add +1.8% |
| COP Conocophillips | 0.16% | 16,686 | $2.2M | Reduce -11.9% |
| IJH iShares Core S&P Midcap ETF | 0.16% | 32,385 | $2.2M | Reduce -3.3% |
| JNJ Johnson & Johnson | 0.15% | 8,343 | $2.0M | Add +5.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 3,532 | $2.0M | Reduce -24.4% |
| BALL Ball Corp. | 0.14% | 33,367 | $2.0M | Add +31.9% |
| TSLA Tesla Inc. | 0.14% | 5,200 | $1.9M | Reduce -3.3% |
| EFA iShares MSCI Eafe ETF | 0.14% | 19,341 | $1.9M | Add +17.1% |
| XBI SS SPDR S&P Biotech ETF | 0.11% | 12,208 | $1.6M | Add +151.8% |
| RTX RTX Corp. | 0.11% | 8,047 | $1.6M | No change |
| EEM iShares MSCI Emerging Market | 0.11% | 27,225 | $1.5M | Add +7.8% |
| LOW Lowe's Cos Inc. | 0.11% | 6,373 | $1.5M | Add +3.2% |
Portfolio Sells Q4 2025 → Q1 2026
| WDAY Workday Inc. Class A | Reduce -59.3% | 0.28% | −0.83 |
| CRM Salesforce Inc. | Reduce -70.5% | 0.21% | −0.79 |
| INTU Intuit Inc. | Reduce -12.7% | 0.92% | −0.67 |
| BR Broadridge Financial Solutio | Reduce -94.3% | 0.03% | −0.63 |
| NOW ServiceNow Inc. | Reduce -12.2% | 0.88% | −0.57 |
| NVDA Nvidia Corp. | Reduce -0.3% | 7.42% | −0.42 |
| VEEV Veeva Systems Inc. Class A | Reduce -30.7% | 0.49% | −0.39 |
| LEN Lennar Corp. Class A | Reduce -56.4% | 0.22% | −0.37 |
| DLR Digital Realty Trust Inc. | Reduce -59.9% | 0.31% | −0.35 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 3.85% | −0.28 |
| ISRG Intuitive Surgical Inc. | Reduce -0.8% | 1.26% | −0.28 |
| IDXX Idexx Laboratories Inc. | Reduce -3.4% | 0.93% | −0.21 |
| V Visa Inc. Class A | Reduce -2.1% | 1.18% | −0.20 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 2.17% | −0.18 |
| SYK Stryker Corp. | Reduce -9.0% | 0.89% | −0.14 |
| UBER Uber Technologies Inc. | Reduce -0.1% | 1.04% | −0.12 |
| ABT Abbott Laboratories | Reduce -2.3% | 0.49% | −0.11 |
| MA Mastercard Inc. Class A | Reduce -1.7% | 0.72% | −0.10 |
| APH Amphenol Corp. Class A | Reduce -0.2% | 1.76% | −0.10 |
| GWRE Guidewire Software Inc. | Reduce -0.1% | 0.30% | −0.10 |
| BAC Bank of America Corp. | Reduce -16.7% | 0.27% | −0.09 |
| MU Micron Technology Inc. | Reduce -59.2% | 0.09% | −0.09 |
| IGV iShares Expanded Tech-Softwa | Reduce -53.7% | 0.03% | −0.06 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -24.4% | 0.15% | −0.06 |
| DIS The Walt Disney Co. | Reduce -5.3% | 0.24% | −0.05 |
| DASH DoorDash Inc. Class A | Reduce -27.1% | 0.04% | −0.05 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -6.4% | 0.83% | −0.04 |
| XLK SS Technology Select Sector | Reduce -6.4% | 0.31% | −0.04 |
| HD Home Depot Inc. | Reduce -0.7% | 1.11% | −0.04 |
| TSLA Tesla Inc. | Reduce -3.3% | 0.14% | −0.03 |
| MRP Millrose Properties | Sold out | 0.00% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -19.4% | 0.08% | −0.03 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.03 |
| DXCM Dexcom Inc. | Reduce -22.0% | 0.08% | −0.03 |
| AKRE Akre Focus ETF | Sold out | 0.00% | −0.02 |
| SOLS Solstice Adv Materials Inc. | Sold out | 0.00% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -0.9% | 0.51% | −0.02 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.02 |
| NKE Nike Inc. Class B | Reduce -25.4% | 0.04% | −0.02 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.02 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.02 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.02 |
| TIP iShares Tips Bond ETF | Reduce -11.2% | 0.17% | −0.02 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.01 |
| DAX Global X Dax Germany ETF | Sold out | 0.00% | −0.01 |
| FDN First Trust DJ Internet Ind | Reduce -12.3% | 0.05% | −0.01 |
| IBIT iShares Bitcoin Trust ETF | Reduce -10.2% | 0.03% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -1.7% | 0.26% | −0.01 |
| AXON Axon Enterprise Inc. | Reduce -0.3% | 0.03% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| GOOG Alphabet Inc. Class C | Add +197.7% | 5.36% | +3.42 |
| WM Waste Management Inc. | New | 0.80% | +0.80 |
| TJX TJX Companies Inc. | Add +262.1% | 0.64% | +0.48 |
| PWR Quanta Services Inc. | Add +3.3% | 1.60% | +0.43 |
| COST Costco Wholesale Corp. | Add +1.3% | 2.19% | +0.35 |
| AVGO Broadcom Inc. | Add +73.4% | 0.91% | +0.33 |
| DELL Dell Technologies -C | New | 0.33% | +0.33 |
| ICE Intercontinental Exchange Inc. | Add +729.9% | 0.24% | +0.21 |
| NDAQ Nasdaq Inc. | New | 0.20% | +0.20 |
| SMH Vaneck Semiconductor ETF | Add +0.3% | 2.19% | +0.17 |
| DE Deere & Co. | Add +2.0% | 0.80% | +0.16 |
| IJR iShares Core S&P Small-Cap E | Add +85.9% | 0.33% | +0.16 |
| HON Honeywell International Inc. | Add +4.2% | 0.85% | +0.16 |
| WMT Walmart Inc. | Add +1.4% | 1.15% | +0.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +16.9% | 0.90% | +0.10 |
| XLV SS Health Care Select Sector | Add +26.1% | 0.59% | +0.10 |
| OUNZ Vaneck Merk Gold ETF | Add +34.7% | 0.28% | +0.09 |
| IBDZ ISHARESIBONDSDEC2034TMCORP | Add +56.0% | 0.25% | +0.09 |
| NFLX Netflix Inc. | Add +2.1% | 1.49% | +0.09 |
| SCHF Schwab Intl Equity ETF | Add +80.1% | 0.19% | +0.09 |
| IBB iShares Biotechnology ETF | Add +62.2% | 0.22% | +0.09 |
| XLI SS Industrial Select Sector | Add +5.8% | 0.72% | +0.08 |
| XOM Exxon Mobil Corp. | Add +0.2% | 0.25% | +0.07 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +6.7% | 0.99% | +0.07 |
| XBI SS SPDR S&P Biotech ETF | Add +151.8% | 0.11% | +0.07 |
| NET Cloudflare Inc. Class A | Add +3.2% | 0.82% | +0.07 |
| TOL Toll Brothers Inc. | Add +4.7% | 1.00% | +0.07 |
| SOXX iShares Semiconductor ETF | New | 0.06% | +0.06 |
| BALL Ball Corp. | Add +31.9% | 0.14% | +0.05 |
| TMUS T-Mobile US Inc. | Add +1.6% | 0.64% | +0.04 |
| IBDU iShares Ibonds Dec 2029 Term | Add +3.8% | 0.86% | +0.04 |
| BKNG Booking Holdings Inc. | Add +136.3% | 0.07% | +0.03 |
| JNJ Johnson & Johnson | Add +5.0% | 0.15% | +0.03 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +2.3% | 0.91% | +0.03 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +3.3% | 0.75% | +0.03 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +5.2% | 0.54% | +0.03 |
| EFA iShares MSCI Eafe ETF | Add +17.1% | 0.14% | +0.02 |
| ITW Illinois Tool Works | New | 0.02% | +0.02 |
| EPD Enterprise Products Partners | New | 0.02% | +0.02 |
| AMAT Applied Materials Inc. | Add +45.6% | 0.04% | +0.02 |
| LNG Cheniere Energy Inc. | New | 0.02% | +0.02 |
| TRV The Travelers Cos Inc. | Add +62.4% | 0.05% | +0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +19.8% | 0.10% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | Add +6.1% | 0.24% | +0.02 |
| INTC Intel Corp. | New | 0.02% | +0.02 |
| NEE Nextera Energy Inc. | New | 0.02% | +0.02 |
| FNDX Schwab Fndmntl US LRG Co. ETF | New | 0.02% | +0.02 |
| IBDY iShares Ibonds Dec 2033 Corp. | Add +4.5% | 0.34% | +0.02 |
| NVS Novartis AG-Sponsored ADR | New | 0.02% | +0.02 |
| DJP Ipath Bloomberg Commodity Inc. | New | 0.02% | +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 |