Lyell Wealth Management
$1.6B 13F equity value
241 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Lyell Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION COM | 576,081 | $115M | 7.1% |
| GOOG | ALPHABET INC CAP STK CL C | 254,136 | $90M | 5.5% |
| GOOGL | ALPHABET INC CAP STK CL A | 183,316 | $66M | 4.0% |
| PANW | PALO ALTO NETWORKS INC COM | 173,721 | $59M | 3.6% |
| AAPL | APPLE INC COM | 185,015 | $54M | 3.3% |
| SMH | VANECK SEMICONDUCTOR ETF | 76,152 | $50M | 3.1% |
| AMZN | AMAZON COM INC COM | 177,700 | $42M | 2.6% |
| AMD | ADVANCED MICRO DEVICES INC COM | 69,499 | $40M | 2.5% |
| ASML | ASML HLDG NV N Y REGISTRY SHS | 19,930 | $40M | 2.4% |
| CAT | CATERPILLAR INC COM | 36,103 | $38M | 2.4% |
Track Lyell Wealth Management's 13F portfolio: $1.6B in reported holdings, 241 positions. Top holdings and quarterly changes on SentiSense.
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