Lyell Wealth Management
$1.4B Assets Reported
227 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION COM | 578,932 | $101M | 7.4% |
| GOOG | ALPHABET INC CAP STK CL C | 254,135 | $73M | 5.4% |
| GOOGL | ALPHABET INC CAP STK CL A | 181,994 | $52M | 3.8% |
| AAPL | APPLE INC COM | 184,296 | $47M | 3.4% |
| AMZN | AMAZON COM INC COM | 175,441 | $37M | 2.7% |
| MSFT | MICROSOFT CORP COM | 92,487 | $34M | 2.5% |
| META | META PLATFORMS INC CL A | 55,116 | $32M | 2.3% |
| SMH | VANECK SEMICONDUCTOR ETF | 77,905 | $30M | 2.2% |
| COST | COSTCO WHOLESALE CORPORATION COM | 29,874 | $30M | 2.2% |
| JPM | JPMORGAN CHASE & CO COM | 100,578 | $30M | 2.2% |
Track Lyell Wealth Management's 13F portfolio: $1.4B in reported holdings, 227 positions. Top holdings, AUM, and quarterly changes on SentiSense.