Lyell Wealth Management Portfolio holdings
Lyell Wealth Management is an employee-owned wealth manager that sells no products of its own. It offers financial planning and customized investment management to high net worth individuals and families. Four founders started it in 2016, and Jeff Berry, Kevin Connell, Matt Bennitt and Nancy Tuck are its principal owners. Berry, a co-founder, was previously a portfolio manager at Atherton Lane Advisers. The team decides together which investments go on its approved buy list. In stocks, it looks for companies with organic revenue growth, strong margins and lasting competitive advantages.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class C
GOOG
|
+$7.79M |
| 2 |
Comfort Systems
FIX
|
+$6.59M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$3.44M |
| 4 |
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
|
+$2.49M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$1.51M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
T-Mobile US
TMUS
|
+$2.66M |
| 2 |
Intuit
INTU
|
+$2.49M |
| 3 |
ServiceNow
NOW
|
+$1.93M |
| 4 |
Palo Alto Networks
PANW
|
+$1.41M |
| 5 |
D.R. Horton
DHI
|
+$1.41M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 37.76% |
| 2 | Miscellaneous | 16.45% |
| 3 | Communication Services | 13.28% |
| 4 | Industrials | 8.29% |
| 5 | Financials | 8.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.94T
| $132M | 7.84% |
579,401
+3,320
| +0.6% | +$712K |
2017 Q1
38 quarters
|
|
|
2
Alphabet (Google) Class C
GOOG
$3.42T
| $94.3M | 5.59% |
276,741
+22,605
| +9% | +$7.79M |
2016 Q4
39 quarters
|
|
|
3
Palo Alto Networks
PANW
$299B
| $67.4M | 4% |
169,753
-3,968
| -2% | -$1.41M |
2016 Q4
39 quarters
|
|
|
4
Alphabet (Google) Class A
GOOGL
$3.44T
| $66.5M | 3.94% |
193,231
+9,915
| +5% | +$3.44M |
2016 Q4
39 quarters
|
|
5
Apple
AAPL
$5.03T
| $61.9M | 3.67% |
185,824
+809
| +0.4% | +$260K |
2016 Q4
39 quarters
|
|
6
Microsoft
MSFT
$3.88T
| $48.1M | 2.85% |
93,684
-13
| -0% | -$6.01K |
2016 Q4
39 quarters
|
|
7
VanEck Semiconductor ETF
SMH
$65.3B
| $46.9M | 2.78% |
76,967
+815
| +1% | +$467K |
2017 Q2
37 quarters
|
|
8
Amazon
AMZN
$2.59T
| $45.1M | 2.67% |
180,852
+3,152
| +2% | +$801K |
2016 Q4
39 quarters
|
|
9
Advanced Micro Devices
AMD
$824B
| $41.8M | 2.48% |
68,311
-1,188
| -2% | -$611K |
2020 Q4
23 quarters
|
|
10
Meta Platforms (Facebook)
META
$1.6T
| $41.4M | 2.45% |
57,115
+867
| +2% | +$541K |
2016 Q4
39 quarters
|
|
11
ASML
ASML
$604B
| $36.4M | 2.16% |
20,072
+142
| +0.7% | +$246K |
2020 Q4
23 quarters
|
|
12
JPMorgan Chase
JPM
$895B
| $34.4M | 2.04% |
103,848
+274
| +0.3% | +$95.8K |
2016 Q4
39 quarters
|
|
13
Amphenol
APH
$196B
| $32M | 1.9% |
379,580
-718
| -0.2% | -$57.8K |
2021 Q2
21 quarters
|
|
14
TSMC
TSM
$2.11T
| $30.4M | 1.8% |
66,609
+31
| +0% | +$13.1K |
2020 Q4
23 quarters
|
|
15
Caterpillar
CAT
$286B
| $29.5M | 1.75% |
36,423
+320
| +0.9% | +$271K |
2020 Q3
24 quarters
|
|
16
Costco
COST
$449B
| $27.6M | 1.63% |
30,278
+38
| +0.1% | +$35.5K |
2016 Q4
39 quarters
|
|
17
Quanta Services
PWR
$93.5B
| $25.8M | 1.53% |
40,197
+888
| +2% | +$573K |
2024 Q4
7 quarters
|
|
18
Shopify
SHOP
$203B
| $25.1M | 1.49% |
169,067
+1,646
| +1% | +$223K |
2018 Q2
33 quarters
|
|
19
Vertiv
VRT
$89.5B
| $23.8M | 1.41% |
98,562
+1,424
| +1% | +$388K |
2024 Q3
8 quarters
|
|
20
Thermo Fisher Scientific
TMO
$258B
| $23.7M | 1.41% |
35,150
+671
| +2% | +$399K |
2016 Q4
39 quarters
|
|
21
Morgan Stanley
MS
$288B
| $21.2M | 1.25% |
112,488
+1,426
| +1% | +$303K |
2020 Q4
23 quarters
|
|
22
Dell
DELL
$270B
| $20.9M | 1.24% |
38,827
+992
| +3% | +$466K |
2026 Q1
2 quarters
|
|
23
Cloudflare
NET
$100B
| $19.3M | 1.15% |
55,648
-259
| -0.5% | -$76.7K |
2021 Q4
19 quarters
|
|
24
Visa
V
$773B
| $19.1M | 1.13% |
53,145
+143
| +0.3% | +$52.3K |
2017 Q1
38 quarters
|
|
25
Snowflake
SNOW
$108B
| $19M | 1.13% |
56,023
-1,752
| -3% | -$541K |
2021 Q1
22 quarters
|
|
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Lyell Wealth Management's Q3 2026 Portfolio in Review
As of Q3 2026, Lyell Wealth Management held 237 positions worth $1.69B, up 3.5% from $1.63B the previous quarter. Its ten largest holdings account for 38% of the portfolio.
Trading was light in Q3 2026: portfolio turnover was 3.8%. Lyell Wealth Management opened 5 new positions and exited 4, leaving the 237-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 38% of assets, up from 36% a quarter earlier, followed by Miscellaneous and Communication Services.
- Lyell Wealth Management's largest Q3 2026 buy was Comfort Systems: 3,925 shares worth $6.49M.
- Lyell Wealth Management added most to Alphabet (Google) Class C in Q3 2026, an estimated $7.79M increase.
- Lyell Wealth Management's biggest Q3 2026 reduction was T-Mobile US, cutting an estimated $2.66M.
- Lyell Wealth Management fully exited Lennar Class A in Q3 2026, selling an estimated $465K.
- Lyell Wealth Management's ten largest holdings make up 38% of its $1.69B portfolio in Q3 2026.
- Lyell Wealth Management opened 5 new positions and closed 4 in Q3 2026.
- Lyell Wealth Management's portfolio value rose 3.5% quarter-over-quarter to $1.69B.
Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.