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 | |
|---|---|---|---|---|---|---|---|
26
Cadence Design Systems
CDNS
$86.1B
| $17.9M | 1.06% |
54,167
+1,474
| +3% | +$484K |
2020 Q4
23 quarters
|
|
27
Broadcom
AVGO
$1.42T
| $17.3M | 1.02% |
49,145
+3,130
| +7% | +$1.18M |
2021 Q1
22 quarters
|
|
|
28
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.99B
| $16.8M | 0.99% |
695,820
+103,007
| +17% | +$2.49M |
2022 Q2
17 quarters
|
|
29
Intuitive Surgical
ISRG
$164B
| $16.3M | 0.97% |
40,112
+1,111
| +3% | +$424K |
2016 Q4
39 quarters
|
|
|
30
D.R. Horton
DHI
$42.6B
| $16M | 0.95% |
116,786
-9,634
| -8% | -$1.41M |
2016 Q4
39 quarters
|
|
31
State Street SPDR S&P 500 ETF Trust
SPY
$779B
| $15M | 0.89% |
19,628
+713
| +4% | +$542K |
2016 Q4
39 quarters
|
|
32
Netflix
NFLX
$272B
| $14.3M | 0.84% |
204,803
-8,725
| -4% | -$656K |
2017 Q4
35 quarters
|
|
33
Deere & Co
DE
$179B
| $14.1M | 0.84% |
20,997
+329
| +2% | +$209K |
2020 Q4
23 quarters
|
|
34
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.13B
| $13.9M | 0.83% |
558,377
+28,799
| +5% | +$723K |
2022 Q4
15 quarters
|
|
35
Walmart Inc
WMT
$1.02T
| $13.7M | 0.81% |
132,134
+2,451
| +2% | +$269K |
2022 Q4
15 quarters
|
|
36
SPDR Gold Trust
GLD
$137B
| $13.6M | 0.81% |
35,786
+897
| +3% | +$351K |
2017 Q1
38 quarters
|
|
37
Toll Brothers
TOL
$14.3B
| $13.2M | 0.78% |
98,176
-7,611
| -7% | -$1.11M |
2020 Q3
24 quarters
|
|
38
Home Depot
HD
$349B
| $13M | 0.77% |
45,797
-1,892
| -4% | -$621K |
2016 Q4
39 quarters
|
|
39
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.03B
| $13M | 0.77% |
574,063
+27,120
| +5% | +$623K |
2022 Q4
15 quarters
|
|
40
Freeport-McMoran
FCX
$82.6B
| $12.8M | 0.76% |
182,506
+17,708
| +11% | +$1.21M |
2023 Q1
14 quarters
|
|
41
Uber
UBER
$140B
| $12.7M | 0.75% |
185,630
-7,282
| -4% | -$533K |
2024 Q2
9 quarters
|
|
42
Extreme Networks
EXTR
$2.67B
| $12.5M | 0.74% |
582,345
| – | – |
2020 Q1
26 quarters
|
|
43
Berkshire Hathaway Class B
BRK.B
$1.24T
| $12M | 0.71% |
24,138
-90
| -0.4% | -$45.4K |
2017 Q1
38 quarters
|
|
44
Idexx Laboratories
IDXX
$52.8B
| $11.5M | 0.68% |
22,028
-632
| -3% | -$346K |
2019 Q2
29 quarters
|
|
45
Waste Management
WM
$96.1B
| $11.1M | 0.66% |
54,216
-1,345
| -2% | -$301K |
2026 Q1
2 quarters
|
|
46
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.42B
| $11M | 0.65% |
519,486
+26,888
| +5% | +$579K |
2023 Q3
12 quarters
|
|
47
Mastercard
MA
$576B
| $10.9M | 0.64% |
19,700
+71
| +0.4% | +$39.9K |
2020 Q3
24 quarters
|
|
48
State Street Industrial Select Sector SPDR ETF
XLI
$30.2B
| $10.5M | 0.63% |
63,170
+1,228
| +2% | +$219K |
2017 Q3
36 quarters
|
|
|
49
ServiceNow
NOW
$107B
| $10.2M | 0.6% |
76,131
-15,678
| -17% | -$1.93M |
2019 Q1
30 quarters
|
|
50
Vanguard S&P 500 ETF
VOO
$997B
| $10M | 0.59% |
14,287
+1,588
| +13% | +$1.11M |
2024 Q2
9 quarters
|
|
Similar funds
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.