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 | |
|---|---|---|---|---|---|---|---|
51
Stryker
SYK
$128B
| $9.9M | 0.58% |
35,801
-955
| -3% | -$301K |
2019 Q1
30 quarters
|
|
52
State Street Health Care Select Sector SPDR ETF
XLV
$48.8B
| $9.8M | 0.58% |
57,917
+2,192
| +4% | +$365K |
2017 Q1
38 quarters
|
|
53
Blackrock
BLK
$181B
| $9.6M | 0.57% |
9,112
-26
| -0.3% | -$28.4K |
2016 Q4
39 quarters
|
|
54
Union Pacific
UNP
$176B
| $9.6M | 0.57% |
35,129
+3,539
| +11% | +$1.03M |
2018 Q1
34 quarters
|
|
55
TJX Companies
TJX
$153B
| $8.85M | 0.52% |
66,923
-5,127
| -7% | -$739K |
2025 Q4
3 quarters
|
|
56
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.72B
| $8.02M | 0.48% |
399,960
+30,158
| +8% | +$619K |
2023 Q4
11 quarters
|
|
57
Veeva Systems
VEEV
$49.9B
| $7.68M | 0.46% |
26,894
-41
| -0.2% | -$9.6K |
2016 Q4
39 quarters
|
|
58
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$2.81B
| $7.19M | 0.43% |
296,433
-53,968
| -15% | -$1.31M |
2020 Q4
23 quarters
|
|
59
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.82B
| $6.77M | 0.4% |
281,185
+14,275
| +5% | +$353K |
2023 Q4
11 quarters
|
|
60
State Street Technology Select Sector SPDR ETF
XLK
$108B
| $6.55M | 0.39% |
33,460
+440
| +1% | +$81.2K |
2019 Q4
27 quarters
|
|
|
61
Comfort Systems
FIX
$34.2B
| $6.49M | 0.38% |
+3,925
| New | +$6.59M |
2026 Q3
0 quarters
|
|
62
Tesla
TSLA
$1.36T
| $5.97M | 0.35% |
16,828
+3,505
| +26% | +$1.25M |
2019 Q4
27 quarters
|
|
63
Blue Owl Capital
OWL
$6.75B
| $5.78M | 0.34% |
636,173
-25,934
| -4% | -$273K |
2025 Q2
5 quarters
|
|
64
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.2B
| $5.38M | 0.32% |
219,945
+15,150
| +7% | +$382K |
2025 Q1
6 quarters
|
|
65
State Street SPDR S&P Biotech ETF
XBI
$10.1B
| $5.2M | 0.31% |
33,000
+6,119
| +23% | +$966K |
2017 Q3
36 quarters
|
|
66
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$910M
| $4.9M | 0.29% |
199,035
+17,700
| +10% | +$451K |
2025 Q3
4 quarters
|
|
67
Honeywell
HON
$68.9B
| $4.88M | 0.29% |
23,156
-4,461
| -16% | -$995K |
2016 Q4
39 quarters
|
|
68
iShares Core S&P Small-Cap ETF
IJR
$103B
| $4.79M | 0.28% |
35,209
-3,981
| -10% | -$576K |
2021 Q1
22 quarters
|
|
69
Abbott
ABT
$196B
| $4.73M | 0.28% |
47,886
-8,471
| -15% | -$885K |
2020 Q3
24 quarters
|
|
70
CrowdStrike
CRWD
$223B
| $4.72M | 0.28% |
17,822
+1,502
| +9% | +$319K |
2026 Q2
1 quarter
|
|
71
Chevron
CVX
$419B
| $4.72M | 0.28% |
23,104
-8
| -0% | -$1.58K |
2016 Q4
39 quarters
|
|
72
iShares Core S&P 500 ETF
IVV
$848B
| $4.5M | 0.27% |
5,873
+372
| +7% | +$284K |
2019 Q4
27 quarters
|
|
73
iShares Biotechnology ETF
IBB
$11.2B
| $4.42M | 0.26% |
20,993
+1,445
| +7% | +$290K |
2022 Q4
15 quarters
|
|
|
HONA
74
Honeywell Aerospace
HONA
$47.3B
| $4.27M | 0.25% |
27,574
-43
| -0.2% | -$7.82K |
2026 Q2
1 quarter
|
|
75
Bank of America
BAC
$345B
| $4.14M | 0.25% |
76,030
+762
| +1% | +$46.4K |
2016 Q4
39 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.