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 | |
|---|---|---|---|---|---|---|---|
151
iShares Bitcoin Trust
IBIT
$60B
| $661K | 0.04% |
13,971
+3,220
| +30% | +$130K |
2025 Q2
5 quarters
|
|
152
Northrop Grumman
NOC
$76.6B
| $658K | 0.04% |
1,360
-211
| -13% | -$114K |
2016 Q4
39 quarters
|
|
153
Medtronic
MDT
$131B
| $648K | 0.04% |
7,515
-2,475
| -25% | -$218K |
2025 Q2
5 quarters
|
|
154
Intel
INTC
$316B
| $631K | 0.04% |
5,251
+1
| +0% | +$102 |
2026 Q1
2 quarters
|
|
155
Goldman Sachs
GS
$261B
| $626K | 0.04% |
695
+29
| +4% | +$29.7K |
2023 Q4
11 quarters
|
|
156
Eaton
ETN
$140B
| $615K | 0.04% |
1,431
+35
| +3% | +$14.6K |
2023 Q4
11 quarters
|
|
157
DoorDash
DASH
$78.9B
| $608K | 0.04% |
3,313
+300
| +10% | +$60.6K |
2021 Q2
21 quarters
|
|
158
Palantir
PLTR
$408B
| $600K | 0.04% |
3,208
+60
| +2% | +$9.6K |
2025 Q1
6 quarters
|
|
159
Vanguard Dividend Appreciation ETF
VIG
$117B
| $599K | 0.04% |
2,568
+753
| +41% | +$181K |
2024 Q1
10 quarters
|
|
160
Vanguard Information Technology ETF
VGT
$139B
| $597K | 0.04% |
4,751
+273
| +6% | +$32.4K |
2025 Q2
5 quarters
|
|
161
Royal Caribbean
RCL
$90.1B
| $594K | 0.04% |
2,235
+315
| +16% | +$89.4K |
2023 Q4
11 quarters
|
|
162
iShares Expanded Tech-Software Sector ETF
IGV
$12.7B
| $583K | 0.03% |
5,476
-103
| -2% | -$10.3K |
2023 Q1
14 quarters
|
|
163
GE Vernova
GEV
$220B
| $567K | 0.03% |
597
-31
| -5% | -$30.7K |
2025 Q2
5 quarters
|
|
164
Arista Networks
ANET
$235B
| $567K | 0.03% |
2,785
| – | – |
2025 Q2
5 quarters
|
|
165
GE Aerospace
GE
$348B
| $563K | 0.03% |
1,803
+34
| +2% | +$11.8K |
2024 Q1
10 quarters
|
|
166
iShares MSCI Taiwan ETF
EWT
$10.1B
| $562K | 0.03% |
4,975
| – | – |
2023 Q4
11 quarters
|
|
167
Ametek
AME
$54.6B
| $552K | 0.03% |
2,227
| – | – |
2023 Q4
11 quarters
|
|
168
Coca-Cola
KO
$413B
| $546K | 0.03% |
6,345
+566
| +10% | +$49.1K |
2016 Q4
39 quarters
|
|
169
VanEck Oil Services ETF
OIH
$1.77B
| $540K | 0.03% |
1,428
-32
| -2% | -$12.7K |
2023 Q3
12 quarters
|
|
170
Vanguard Morningstar Growth ETF
VUG
$219B
| $534K | 0.03% |
5,927
-379
| -6% | -$33.2K |
2025 Q2
5 quarters
|
|
171
Danaher
DHR
$165B
| $528K | 0.03% |
2,381
+139
| +6% | +$28.5K |
2025 Q2
5 quarters
|
|
172
Vanguard FTSE Europe ETF
VGK
$30.4B
| $508K | 0.03% |
5,851
| – | – |
2025 Q2
5 quarters
|
|
173
Vanguard FTSE Developed Markets ETF
VEA
$231B
| $499K | 0.03% |
+7,074
| New | +$507K |
2026 Q3
0 quarters
|
|
174
State Street SPDR S&P Homebuilders ETF
XHB
$1.62B
| $497K | 0.03% |
5,173
-1,830
| -26% | -$192K |
2022 Q4
15 quarters
|
|
175
Linde
LIN
$239B
| $449K | 0.03% |
946
-50
| -5% | -$24.6K |
2026 Q2
1 quarter
|
|
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.