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 | |
|---|---|---|---|---|---|---|---|
101
iShares MSCI EAFE ETF
EFA
$77.9B
| $2M | 0.12% |
19,286
| – | – |
2023 Q1
14 quarters
|
|
102
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
| $1.96M | 0.12% |
53,820
-65
| -0.1% | -$2.37K |
2024 Q2
9 quarters
|
|
103
iShares Semiconductor ETF
SOXX
$42.1B
| $1.94M | 0.11% |
10,212
+678
| +7% | +$121K |
2026 Q1
2 quarters
|
|
104
Salesforce
CRM
$177B
| $1.93M | 0.11% |
8,401
-1,150
| -12% | -$237K |
2016 Q4
39 quarters
|
|
105
Travelers Companies
TRV
$81B
| $1.91M | 0.11% |
5,368
+52
| +1% | +$19K |
2025 Q2
5 quarters
|
|
106
ConocoPhillips
COP
$159B
| $1.87M | 0.11% |
14,906
+631
| +4% | +$78.2K |
2022 Q1
18 quarters
|
|
107
iShares MSCI Emerging Markets ETF
EEM
$28.3B
| $1.82M | 0.11% |
27,203
| – | – |
2022 Q4
15 quarters
|
|
108
CorVel
CRVL
$4.14B
| $1.71M | 0.1% |
22,948
| – | – |
2018 Q3
32 quarters
|
|
109
State Street Financial Select Sector SPDR ETF
XLF
$54.9B
| $1.69M | 0.1% |
31,673
+4,605
| +17% | +$261K |
2016 Q4
39 quarters
|
|
110
Merck
MRK
$367B
| $1.64M | 0.1% |
11,294
+478
| +4% | +$66.1K |
2022 Q1
18 quarters
|
|
111
Vanguard FTSE All-World ex-US ETF
VEU
$67.1B
| $1.62M | 0.1% |
19,570
| – | – |
2025 Q2
5 quarters
|
|
112
American Express
AXP
$217B
| $1.54M | 0.09% |
5,079
+102
| +2% | +$34.1K |
2016 Q4
39 quarters
|
|
113
Johnson Controls International
JCI
$85.7B
| $1.54M | 0.09% |
10,341
| – | – |
2024 Q4
7 quarters
|
|
114
RTX Corp
RTX
$265B
| $1.54M | 0.09% |
8,270
+296
| +4% | +$60.6K |
2016 Q4
39 quarters
|
|
|
115
Berkshire Hathaway Class A
BRK.A
$1.21T
| $1.49M | 0.09% |
+2
| New | +$1.51M |
2026 Q3
0 quarters
|
|
116
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
| $1.42M | 0.08% |
2,158
+300
| +16% | +$206K |
2016 Q4
39 quarters
|
|
117
TE Connectivity
TEL
$62.7B
| $1.34M | 0.08% |
6,371
| – | – |
2025 Q2
5 quarters
|
|
118
CSX Corp
CSX
$93.1B
| $1.29M | 0.08% |
27,831
| – | – |
2018 Q3
32 quarters
|
|
119
iShares Russell 1000 Growth ETF
IWF
$118B
| $1.27M | 0.08% |
10,100
| – | – |
2017 Q2
37 quarters
|
|
120
Lam Research
LRCX
$277B
| $1.24M | 0.07% |
3,764
-682
| -15% | -$213K |
2022 Q4
15 quarters
|
|
121
iShares Russell Mid-Cap ETF
IWR
$58.4B
| $1.18M | 0.07% |
11,037
+525
| +5% | +$58.1K |
2020 Q4
23 quarters
|
|
122
Lowe's Companies
LOW
$130B
| $1.13M | 0.07% |
6,158
-150
| -2% | -$31.1K |
2020 Q2
25 quarters
|
|
123
Reddit
RDDT
$19.5B
| $1.12M | 0.07% |
7,835
| – | – |
2024 Q3
8 quarters
|
|
124
Gilead Sciences
GILD
$210B
| $1.09M | 0.06% |
7,308
+32
| +0.4% | +$4.49K |
2018 Q3
32 quarters
|
|
125
Vanguard Morningstar Total Stock Market ETF
VTI
$688B
| $1.08M | 0.06% |
2,880
+1,228
| +74% | +$460K |
2019 Q1
30 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.