What Lyell Wealth Management, LP reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1686444 · Filed Aug 5, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 254.1K |
| +0.0% |
| $89.8M |
| 5.5% |
GOOGLAlphabet Inc. | 183.3K | +0.7% | $65.5M | 4% |
PANWPalo Alto Networks Inc | 173.7K | +2.0% | $59.2M | 3.6% |
AAPLApple Inc. | 185K | +0.4% | $53.5M | 3.3% |
VANECK SEMICONDUCTOR ETFETF | 76.2K | −2.3% | $49.9M | 3.1% |
AMZNAmazon Com Inc | 177.7K | +1.3% | $42.4M | 2.6% |
AMDAdvanced Micro Devices Inc | 69.5K | −10.3% | $40.4M | 2.5% |
ASMLASML Holding NV | 19.9K | −1.0% | $39.6M | 2.4% |
CATCaterpillar Inc | 36.1K | −2.4% | $38.4M | 2.4% |
MSFTMicrosoft Corp | 93.7K | +1.3% | $35M | 2.1% |
JPMJPMorgan Chase & Co | 103.6K | +3.0% | $33.9M | 2.1% |
APHAmphenol Corp | 190.1K | +0.3% | $33.5M | 2.1% |
VRTVertiv Holdings Co | 97.1K | −7.5% | $32.5M | 2% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 66.6K | −2.1% | $31.8M | 2% |
METAMeta Platforms, Inc. | 56.2K | +2.1% | $31.7M | 1.9% |
PWRQuanta Services, Inc. | 39.3K | −1.0% | $28.3M | 1.7% |
COSTCostco Wholesale Corp | 30.2K | +1.2% | $28.3M | 1.7% |
MSMorgan Stanley | 111.1K | +1.0% | $23.2M | 1.4% |
DHIHorton D R Inc | 126.4K | +0.0% | $20.6M | 1.3% |
CDNSCadence Design Systems Inc | 52.7K | +0.6% | $19.8M | 1.2% |
SHOPShopify Inc. | 167.4K | +1.5% | $19.1M | 1.2% |
EXTRExtreme Networks Inc | 582.3K | ±0% | $18.9M | 1.2% |
VVisa Inc. | 53K | −0.4% | $18.2M | 1.1% |
TOLToll Brothers, Inc. | 105.8K | +5.6% | $17.4M | 1.1% |
AVGOBroadcom Inc. | 46K | +15.5% | $17.4M | 1.1% |
TMOThermo Fisher Scientific Inc. | 34.5K | −0.2% | $17.3M | 1.1% |
HDHome Depot, Inc. | 47.7K | +3.6% | $16.8M | 1% |
DELLDell Technologies Inc. | 37.8K | +39.2% | $16.3M | 1% |
ISRGIntuitive Surgical Inc | 39K | +4.9% | $15.5M | 1% |
NFLXNetflix Inc | 213.5K | +1.3% | $15.2M | 0.9% |
SNOWSnowflake Inc. | 57.8K | −9.1% | $14.7M | 0.9% |
WMTWalmart Inc. | 129.7K | +3.2% | $14.7M | 0.9% |
ISHARES IBONDS DEC 2027 TERM CORPORATE ETFETF | 592.8K | +6.5% | $14.4M | 0.9% |
SPYSPDR S&P 500 ETF Trust | 18.9K | +0.5% | $14.1M | 0.9% |
UBERUber Technologies, Inc | 192.9K | −1.9% | $13.9M | 0.9% |
NETCloudflare, Inc. | 55.9K | +3.5% | $13.7M | 0.8% |
ISHARES IBONDS DEC 2028 TERM CORPORATE ETFETF | 529.6K | +8.0% | $13.4M | 0.8% |
DEDeere & Co | 20.7K | +7.1% | $13.1M | 0.8% |
GLDSPDR Gold Trust | 34.9K | −3.1% | $12.9M | 0.8% |
ISHARES IBONDS DEC 2029 TERM CORPORATE ETFETF | 546.9K | +8.4% | $12.7M | 0.8% |
WMWaste Management Inc | 55.6K | +17.8% | $12.4M | 0.8% |
BERKSHIRE HATHAWAY INC DEL CL B NEWStock | 24.2K | +0.6% | $12.1M | 0.7% |
IDXXIDEXX Laboratories Inc | 22.7K | +0.6% | $11.9M | 0.7% |
SYKStryker Corp | 36.8K | −0.6% | $11.6M | 0.7% |
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETFETF | 61.9K | +2.0% | $11.5M | 0.7% |
TJXTJX Companies Inc | 72.1K | +31.4% | $10.9M | 0.7% |
ISHARES IBONDS DEC 2030 TERM CORPORATE ETFETF | 492.6K | +5.3% | $10.7M | 0.7% |
FCXFreeport-McMoran Inc | 164.8K | +36.0% | $10.4M | 0.6% |
MAMastercard Inc | 19.6K | +0.6% | $10.1M | 0.6% |
NOWServiceNow, Inc. | 91.8K | −19.8% | $9.1M | 0.6% |
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETFETF | 55.7K | +1.8% | $8.8M | 0.5% |
BLKBlackRock, Inc. | 9.1K | +7.5% | $8.8M | 0.5% |
VANGUARD S&P 500 ETFETF | 12.7K | +9.5% | $8.7M | 0.5% |
UNPUnion Pacific Corp | 31.6K | +5.1% | $8.6M | 0.5% |
ISHARES IBONDS DEC 2026 TERM CORPORATE ETFETF | 350.4K | −24.9% | $8.5M | 0.5% |
ISHARES IBONDS DEC 2031 TERM CORPORATE ETFETF | 369.8K | +5.8% | $7.7M | 0.5% |
ISHARES IBONDS DEC 2032 TERM CORPORATE ETFETF | 266.9K | +0.9% | $6.7M | 0.4% |
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETFETF | 33K | +3.8% | $6.3M | 0.4% |
HONHoneywell International Inc | 27.6K | New | $6.2M | 0.4% |
HONAHoneywell Aerospace Inc. | 27.6K | New | $6.1M | 0.4% |
ISHARES CORE S&P SMALL CAP ETFETF | 39.2K | +9.8% | $5.8M | 0.4% |
OWLBlue OWL Capital Inc. | 662.1K | −8.7% | $5.8M | 0.4% |
INTUIntuit Inc. | 21.8K | −24.3% | $5.7M | 0.3% |
TSLATesla, Inc. | 13.3K | +156.2% | $5.6M | 0.3% |
TMUST-Mobile US, Inc. | 32.7K | −21.5% | $5.5M | 0.3% |
ISHARES IBONDS DEC 2033 TERM CORPORATE ETFETF | 204.8K | +12.9% | $5.3M | 0.3% |
ABTAbbott Laboratories | 56.4K | −12.6% | $5.1M | 0.3% |
VEEVVeeva Systems Inc | 26.9K | −28.8% | $4.8M | 0.3% |
ISHARES IBONDS DEC 2034 TERM CORPORATE ETFETF | 181.3K | +40.7% | $4.7M | 0.3% |
BACBank of America Corp | 75.3K | +0.6% | $4.3M | 0.3% |
STATE STREET SPDR S&P BIOTECH ETFETF | 26.9K | +120.2% | $4.3M | 0.3% |
ISHARES CORE S&P 500 ETFETF | 5.5K | ±0% | $4.1M | 0.3% |
CVXChevron Corp | 23.1K | −7.4% | $3.8M | 0.2% |
SCHWAB INTERNATIONAL EQUITY ETFETF | 136K | +33.4% | $3.8M | 0.2% |
ISHARES BIOTECHNOLOGY ETFETF | 19.5K | +11.3% | $3.7M | 0.2% |
DLRDigital Realty Trust, Inc. | 20.3K | −14.2% | $3.6M | 0.2% |
LLYELI LILLY & Co | 2.8K | +4.5% | $3.4M | 0.2% |
MUMicron Technology Inc | 2.9K | −16.6% | $3.3M | 0.2% |
GWREGuidewire Software, Inc. | 26.8K | −0.6% | $3.3M | 0.2% |
INVESCO S&P 500 EQUAL WEIGHT ETFETF | 14.8K | −13.1% | $3.1M | 0.2% |
CRWDCrowdStrike Holdings, Inc. | 4.1K | New | $3.1M | 0.2% |
DISWalt Disney Co | 31.3K | −6.9% | $3M | 0.2% |
ISHARES RUSSELL 2000 ETFETF | 10K | +5.0% | $3M | 0.2% |
NDAQNasdaq, Inc. | 37.5K | +17.4% | $3M | 0.2% |
QQQInvesco QQQ Trust, Series 1 | 3.5K | −0.7% | $2.6M | 0.2% |
XOMExxonMobil Holdings Corp | 18.9K | New | $2.6M | 0.2% |
ISHARES CORE S&P MID-CAP ETFETF | 32.4K | ±0% | $2.5M | 0.2% |
BALLBALL Corp | 39.6K | +18.7% | $2.5M | 0.2% |
SLBSLB Limited | 52.4K | −18.6% | $2.4M | 0.1% |
ISHARES TIPS BOND ETFETF | 21.4K | +0.2% | $2.3M | 0.1% |
OUNZVanEck Merk Gold ETF | 59.3K | −28.8% | $2.3M | 0.1% |
CSCOCisco Systems, Inc. | 18.9K | +16.2% | $2.2M | 0.1% |
CBChubb Ltd | 6.4K | New | $2.2M | 0.1% |
JNJJohnson & Johnson | 8.5K | +1.9% | $2.2M | 0.1% |
STATE STREET ENERGY SELECT SECTOR SPDR ETFETF | 39.7K | −9.6% | $2.1M | 0.1% |
ICEIntercontinental Exchange, Inc. | 16.8K | −19.0% | $2.1M | 0.1% |
ISHARES SEMICONDUCTOR ETFETF | 3.2K | +37.6% | $2M | 0.1% |
ISHARES MSCI EAFE ETFETF | 19.3K | −0.3% | $2M | 0.1% |
WDAYWorkday, Inc. | 16.1K | −44.7% | $2M | 0.1% |
SCHWAB EMERGING MARKETS EQUITY ETFETF | 53.9K | +34.9% | $2M | 0.1% |
LRCXLAM Research Corp | 4.4K | ±0% | $1.9M | 0.1% |
ISHARES MSCI EMERGING MARKETS ETFETF | 27.2K | −0.1% | $1.9M | 0.1% |
TRVTravelers Companies, Inc. | 5.3K | +152.4% | $1.8M | 0.1% |
AXPAmerican Express Co | 5K | +11.2% | $1.7M | 0.1% |
VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDETF | 19.6K | ±0% | $1.6M | 0.1% |
RTXRTX Corp | 8K | −0.9% | $1.5M | 0.1% |
JCIJohnson Controls International plc | 10.3K | ±0% | $1.5M | 0.1% |
CRMSalesforce, Inc. | 9.6K | −37.8% | $1.5M | 0.1% |
ISHARES U.S. HOME CONSTRUCTION ETFETF | 14.2K | −1.9% | $1.5M | 0.1% |
COPConocoPhillips | 14.3K | −14.4% | $1.5M | 0.1% |
STATE STREET FINANCIAL SELECT SECTOR SPDR ETFETF | 27.1K | +4.8% | $1.5M | 0.1% |
CRVLCorvel Corp | 22.9K | ±0% | $1.4M | 0.1% |
LOWLowe's Companies Inc | 6.3K | −1.0% | $1.4M | 0.1% |
MRKMerck & Co., Inc. | 10.8K | +90.6% | $1.4M | 0.1% |
RDDTReddit, Inc. | 7.8K | −0.0% | $1.4M | 0.1% |
CSXCSX Corp | 27.8K | ±0% | $1.3M | 0.1% |
MDYSPDR S&P Midcap 400 ETF Trust | 1.9K | −2.4% | $1.3M | 0.1% |
TELTE Connectivity plc | 6.4K | −0.2% | $1.3M | 0.1% |
ISHARES RUSSELL 1000 GROWTH ETFETF | 10.1K | +277.6% | $1.3M | 0.1% |
IBMInternational Business Machines Corp | 4.4K | +56.2% | $1.2M | 0.1% |
AMATApplied Materials Inc | 1.7K | −1.8% | $1.2M | 0.1% |
COHRCoherent Corp. | 3K | ±0% | $1.2M | 0.1% |
ISHARES RUSSELL MIDCAP ETFETF | 10.5K | −10.2% | $1.2M | 0.1% |
ISHARES IBONDS DEC 2035 TERM CORPORATE ETFETF | 42.2K | New | $1.1M | 0.1% |
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETFETF | 8.4K | New | $1M | 0.1% |
TRGPTarga Resources Corp. | 3.6K | −5.1% | $955.4K | 0.1% |
PEPPepsiCo Inc | 7K | −8.4% | $954.4K | 0.1% |
TXNTexas Instruments Inc | 3.1K | +1.6% | $927.3K | 0.1% |
GILDGilead Sciences, Inc. | 7.3K | ±0% | $919.3K | 0.1% |
ABBVAbbVie Inc. | 3.6K | +83.9% | $910.7K | 0.1% |
DXCMDexCom Inc | 13.1K | −20.2% | $885.4K | 0.1% |
PGPROCTER & GAMBLE Co | 5.9K | +2.6% | $867.8K | 0.1% |
SBUXStarbucks Corp | 8.3K | +16.4% | $852.5K | 0.1% |
STATE STREET SPDR S&P HOMEBUILDERS ETFETF | 7K | −6.0% | $809.3K | 0.1% |
NOCNorthrop Grumman Corp | 1.6K | −16.7% | $800.1K | 0.1% |
MDTMedtronic plc | 10K | ±0% | $781.5K | 0.1% |
SCHWSchwab Charles Corp | 8.1K | ±0% | $745.4K | 0.1% |
GEVGE Vernova Inc. | 628 | +18.7% | $737.8K | 0.1% |
INTCIntel Corp | 5.3K | +0.4% | $733.1K | 0.1% |
CLColgate Palmolive Co | 8K | New | $730.7K | 0.1% |
VANGUARD SMALL-CAP ETFETF | 2.4K | ±0% | $729.9K | 0.1% |
SCHWAB US DIVIDEND EQUITY ETFETF | 22.8K | +0.4% | $723.9K | 0.1% |
FIRST TRUST DOW JONES INTERNET INDEX FUNDETF | 2.6K | −8.7% | $690.7K | 0.1% |
ORCLOracle Corp | 4.7K | ±0% | $686.1K | 0.1% |
AMPAmeriprise Financial Inc | 1.5K | +7.2% | $684.5K | 0.1% |
GSGoldman Sachs Group Inc | 666 | ±0% | $673.6K | 0.1% |
WISDOMTREE U.S. LARGECAP DIVIDEND FUNDETF | 6.9K | New | $663.2K | 0.1% |
GEGeneral Electric Co | 1.8K | +13.0% | $661.1K | 0.1% |
ISHARES CORE MSCI EAFE ETFETF | 6.8K | −9.4% | $653.3K | 0.1% |
VANGUARD MID-CAP ETFETF | 7.6K | +300.0% | $614.9K | 0.1% |
VANGUARD TOTAL STOCK MARKET ETFETF | 1.7K | ±0% | $611.3K | 0.1% |
AMGNAmgen Inc | 1.7K | +1.4% | $611.3K | 0.1% |
RCLRoyal Caribbean Cruises Ltd | 1.9K | ±0% | $609.7K | 0.1% |
ETNEaton Corp plc | 1.4K | +1.8% | $594.9K | 0.1% |
LMTLockheed Martin Corp | 1.1K | −7.6% | $566K | 0.1% |
AXONAxon Enterprise, Inc. | 1K | −0.9% | $560.6K | 0.1% |
DASHDoorDash, Inc. | 3K | −25.2% | $556K | 0.1% |
VANGUARD GROWTH ETFETF | 6.3K | +577.3% | $543.2K | 0.1% |
VANECK OIL SERVICES ETFETF | 1.5K | −8.8% | $543K | 0.1% |
ISHARES MSCI TAIWAN ETFETF | 5K | −2.9% | $540.3K | 0.1% |
AMEAMETEK Inc | 2.2K | ±0% | $538.8K | 0.1% |
VANGUARD INFORMATION TECHNOLOGY ETFETF | 4.5K | +699.6% | $535.2K | 0.1% |
VANGUARD FTSE EUROPE ETFETF | 5.9K | ±0% | $518K | 0.1% |
LINLinde PLC | 996 | New | $516.9K | 0.1% |
BKNGBooking Holdings Inc. | 2.9K | +1,241.9% | $514.2K | 0.1% |
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETFETF | 5.6K | −5.3% | $505.5K | 0.1% |
TTTrane Technologies plc | 980 | ±0% | $481.3K | 0.1% |
ANETArista Networks, Inc. | 2.8K | ±0% | $473.1K | 0.1% |
KOCoca Cola Co | 5.8K | −6.3% | $469.7K | 0.1% |
ILMNIllumina, Inc. | 2.7K | ±0% | $468.2K | 0.1% |
LENLennar Corp | 5.1K | −85.0% | $465K | 0.1% |
FIRST TRUST SMALL CAP GROWTH ALPHADEX FUNDETF | 3.5K | New | $445.2K | 0.1% |
VANGUARD DIVIDEND APPRECIATION ETFETF | 1.8K | +0.3% | $429.5K | 0.1% |
DHRDanaher Corp | 2.2K | −8.4% | $427.1K | 0.1% |
NSCNorfolk Southern Corp | 1.3K | ±0% | $422.8K | 0.1% |
MELIMercadoLibre Inc | 248 | ±0% | $421K | 0.1% |
KMIKinder Morgan, Inc. | 13.1K | ±0% | $419.9K | 0.1% |
ISHARES MSCI JAPAN ETFETF | 4.1K | ±0% | $385K | 0.1% |
INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETFETF | 5.3K | New | $371K | 0.1% |
PLTRPalantir Technologies Inc. | 3.1K | −2.3% | $367.3K | 0.1% |
ISHARES S&P 100 ETFETF | 996 | +8.1% | $364.3K | 0.1% |
CVSCVS HEALTH Corp | 3.5K | ±0% | $363.3K | 0.1% |
IBITiShares Bitcoin Trust ETF | 10.8K | −7.9% | $357.9K | 0.1% |
EMREmerson Electric Co | 2.4K | New | $340.3K | 0.1% |
ISHARES S&P MID-CAP 400 GROWTH ETFETF | 2.9K | ±0% | $337.8K | 0.1% |
ENBEnbridge Inc | 6.2K | ±0% | $337.2K | 0.1% |
ITWIllinois Tool Works Inc | 1.2K | +8.9% | $331.7K | 0.1% |
PEGPublic Service Enterprise Group Inc | 4K | New | $328.5K | 0.1% |
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFETF | 6.4K | −5.2% | $326.2K | 0.1% |
KLACKLA Corp | 1.1K | New | $322.8K | 0.1% |
CCitigroup Inc | 2.3K | +9.6% | $320.6K | 0.1% |
INVESCO WATER RESOURCES ETFETF | 4.5K | +3.5% | $308.6K | 0.1% |
VANGUARD REAL ESTATE ETFETF | 3.1K | ±0% | $303.3K | 0.1% |
PHParker-Hannifin Corp | 308 | ±0% | $301.3K | 0.1% |
PAAPlains ALL American Pipeline LP | 13.4K | −3.6% | $298.3K | 0.1% |
EPDEnterprise Products Partners L.P. | 8.1K | +6.7% | $297.6K | 0.1% |
SHELShell plc | 3.7K | New | $285.7K | 0.1% |
ISHARES MSCI NETHERLANDS ETFETF | 4K | ±0% | $280.7K | 0.1% |
STXSeagate Technology Holdings plc | 290 | New | $279.9K | 0.1% |
EQIXEquinix Inc | 266 | −3.3% | $277.3K | 0.1% |
QCOMQualcomm Inc | 1.5K | New | $272.8K | 0.1% |
ISHARES CORE U.S. AGGREGATE BOND ETFETF | 2.7K | +23.9% | $269.2K | 0.1% |
COLUMBIA INDIA CONSUMER ETFETF | 4.5K | ±0% | $269.1K | 0.1% |
IAUiShares Gold Trust | 3.5K | ±0% | $265.6K | 0.1% |
PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETFETF | 2.9K | New | $262.4K | 0.1% |
AZNAstraZeneca PLC | 1.4K | ±0% | $261.1K | 0.1% |
LNGCheniere Energy, Inc. | 1.1K | +17.5% | $260.5K | 0.1% |
VANGUARD FTSE EMERGING MARKETS ETFETF | 4.3K | New | $259.5K | 0.1% |
PRCTPROCEPT BioRobotics Corp | 11.4K | ±0% | $258.3K | 0.1% |
VZVerizon Communications Inc | 6K | +49.1% | $255.4K | 0.1% |
PNCPNC Financial Services Group, Inc. | 1K | ±0% | $254.3K | 0.1% |
NEENextEra Energy Inc | 2.9K | +19.3% | $251.6K | 0.1% |
ISHARES 1-3 YEAR TREASURY BOND ETFETF | 3.1K | −12.3% | $251.5K | 0.1% |
MRVLMarvell Technology, Inc. | 844 | New | $251.4K | 0.1% |
INVESCO RAFI US 1500 SMALL-MID ETFETF | 4.5K | −4.3% | $249.5K | 0.1% |
ALPS SECTOR DIVIDEND DOGS ETFETF | 3.6K | New | $247.6K | 0.1% |
AESIAtlas Energy Solutions Inc. | 14.8K | ±0% | $245.3K | 0.1% |
CICigna Group | 874 | −9.9% | $240.9K | 0.1% |
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETFETF | 2.9K | −1.7% | $236.9K | 0.1% |
ALERIAN MLP ETFETF | 4.5K | ±0% | $233.3K | 0.1% |
SCHWAB U.S. BROAD MARKET ETFETF | 8.1K | +0.0% | $233.3K | 0.1% |
FITBFifth Third Bancorp | 3.9K | New | $221.3K | 0.1% |
NVSNovartis AG | 1.4K | ±0% | $220.2K | 0.1% |
ADIAnalog Devices Inc | 523 | New | $207.7K | 0.1% |
AZOAutoZone Inc | 63 | ±0% | $201.3K | 0.1% |
ETEnergy Transfer LP | 10.4K | ±0% | $197.9K | 0.1% |
GRABGrab Holdings Ltd | 47.5K | ±0% | $179.1K | 0.1% |
NKXNuveen California Amt-Free Quality Municipal Income Fund | 13.7K | New | $171.8K | 0.1% |
MUCBlackRock Muniholdings California Quality Fund, Inc. | 12.8K | New | $141.2K | 0.1% |
PMOFranklin Municipal Opportunities Trust | 11.5K | New | $121.5K | 0.1% |
SANASana Biotechnology, Inc. | 10.5K | ±0% | $36.6K | 0.1% |
