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LWM
Lyell Wealth Management Portfolio holdings
AUM
$1.63B
1-Year Est. Return
38.78%
This Fund
S&P 500
1 Year Est. Return
+38.78%
AUM
$1.63B
AUM Growth
+$269M
(+20%)
Holding
241
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 | +$6.09M | |
| 2 | +$3.23M | |
| 3 | +$3.08M | |
| 4 |
Freeport-McMoran
FCX
|
+$2.81M |
| 5 |
TJX Companies
TJX
|
+$2.72M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 | +$5.22M | |
| 2 | +$3.27M | |
| 3 | +$2.81M | |
| 4 |
Lennar Class A
LEN
|
+$2.61M |
| 5 |
Vertiv
VRT
|
+$2.48M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 35.83% |
| 2 | Communication Services | 13.03% |
| 3 | Industrials | 9.59% |
| 4 | Financials | 8.06% |
| 5 | Consumer Discretionary | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$5.32T
| $115M | 7.07% |
576,081
-2,851
|
|
||
2
Alphabet (Google) Class C
GOOG
$4.17T
| $89.8M | 5.51% |
254,136
+1
|
|
||
|
3
Alphabet (Google) Class A
GOOGL
$4.21T
| $65.5M | 4.02% |
183,316
+1,322
|
|
||
4
Palo Alto Networks
PANW
$305B
| $59.2M | 3.64% |
173,721
+3,447
|
|
||
5
Apple
AAPL
$4.52T
| $53.5M | 3.29% |
185,015
+719
|
|
||
6
VanEck Semiconductor ETF
SMH
$69.8B
| $49.9M | 3.06% |
76,152
-1,753
|
|
||
7
Amazon
AMZN
$2.8T
| $42.4M | 2.6% |
177,700
+2,259
|
|
||
8
Advanced Micro Devices
AMD
$791B
| $40.4M | 2.48% |
69,499
-7,987
|
|
||
9
ASML
ASML
$693B
| $39.6M | 2.43% |
19,930
-207
|
|
||
10
Caterpillar
CAT
$387B
| $38.4M | 2.36% |
36,103
-891
|
|
||
11
Microsoft
MSFT
$3.58T
| $35M | 2.14% |
93,697
+1,210
|
|
||
12
JPMorgan Chase
JPM
$966B
| $33.9M | 2.08% |
103,574
+2,996
|
|
||
13
Amphenol
APH
$197B
| $33.5M | 2.06% |
190,149
+563
|
|
||
|
14
Vertiv
VRT
$105B
| $32.5M | 2% |
97,138
-7,820
|
|
||
15
TSMC
TSM
$2.14T
| $31.8M | 1.95% |
66,578
-1,401
|
|
||
16
Meta Platforms (Facebook)
META
$1.39T
| $31.7M | 1.94% |
56,248
+1,132
|
|
||
17
Quanta Services
PWR
$105B
| $28.3M | 1.74% |
39,309
-398
|
|
||
18
Costco
COST
$426B
| $28.3M | 1.74% |
30,240
+366
|
|
||
19
Morgan Stanley
MS
$342B
| $23.2M | 1.42% |
111,062
+1,066
|
|
||
20
D.R. Horton
DHI
$40.7B
| $20.6M | 1.26% |
126,420
+35
|
|
||
21
Cadence Design Systems
CDNS
$87.2B
| $19.8M | 1.21% |
52,693
+333
|
|
||
22
Shopify
SHOP
$189B
| $19.1M | 1.17% |
167,421
+2,505
|
|
||
23
Extreme Networks
EXTR
$3.12B
| $18.9M | 1.16% |
582,345
|
|
||
24
Visa
V
$680B
| $18.2M | 1.12% |
53,002
-197
|
|
||
25
Toll Brothers
TOL
$13.4B
| $17.4M | 1.07% |
105,787
+5,606
|
|
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Lyell Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, Lyell Wealth Management held 241 positions worth $1.63B, up 20% from $1.36B the previous quarter. Its ten largest holdings account for 36% of the portfolio.
Lyell Wealth Management's Q2 2026 filing shows 25 new, 87 increased, 75 reduced and 9 closed positions. Its largest new stake was Honeywell Aerospace: 27,617 shares worth $6.11M. The largest sale was Honeywell, an estimated $5.22M.
By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 32% a quarter earlier, followed by Communication Services and Industrials.
- Lyell Wealth Management's largest Q2 2026 buy was Honeywell Aerospace: 27,617 shares worth $6.11M.
- Lyell Wealth Management added most to Tesla in Q2 2026, an estimated $3.23M increase.
- Lyell Wealth Management's biggest Q2 2026 reduction was Honeywell, cutting an estimated $5.22M.
- Lyell Wealth Management fully exited Trade Desk in Q2 2026, selling an estimated $908K.
- Lyell Wealth Management's ten largest holdings make up 36% of its $1.63B portfolio in Q2 2026.
- Lyell Wealth Management opened 25 new positions and closed 9 in Q2 2026.
- Lyell Wealth Management's portfolio value rose 20% quarter-over-quarter to $1.63B.
Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.