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 | |
|---|---|---|---|---|---|---|---|
201
Seagate
STX
$115B
| $278K | 0.02% |
301
+11
| +4% | +$9.39K |
2026 Q2
1 quarter
|
|
202
Public Service Enterprise Group
PEG
$37.4B
| $273K | 0.02% |
4,048
| – | – |
2026 Q2
1 quarter
|
|
203
Qualcomm
QCOM
$186B
| $272K | 0.02% |
1,476
| – | – |
2026 Q2
1 quarter
|
|
204
iShares MSCI Netherlands ETF
EWN
$609M
| $270K | 0.02% |
3,990
| – | – |
2025 Q2
5 quarters
|
|
205
iShares 1-3 Year Treasury Bond ETF
SHY
$27.4B
| $267K | 0.02% |
3,288
+225
| +7% | +$18.4K |
2023 Q4
11 quarters
|
|
206
Verizon
VZ
$192B
| $266K | 0.02% |
5,795
-236
| -4% | -$11.1K |
2026 Q1
2 quarters
|
|
207
Columbia India Consumer ETF
INCO
$220M
| $262K | 0.02% |
4,512
| – | – |
2025 Q2
5 quarters
|
|
208
Vanguard FTSE Emerging Markets ETF
VWO
$120B
| $259K | 0.02% |
4,362
+15
| +0.3% | +$896 |
2026 Q2
1 quarter
|
|
209
Marvell Technology
MRVL
$139B
| $258K | 0.02% |
975
+131
| +16% | +$29.4K |
2026 Q2
1 quarter
|
|
210
iShares Core US Aggregate Bond ETF
AGG
$138B
| $257K | 0.02% |
2,720
| – | – |
2020 Q3
24 quarters
|
|
211
Cigna
CI
$79.9B
| $249K | 0.01% |
915
+41
| +5% | +$11.6K |
2021 Q1
22 quarters
|
|
212
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.78B
| $248K | 0.01% |
2,866
| – | – |
2026 Q2
1 quarter
|
|
213
ALPS Sector Dividend Dogs ETF
SDOG
$1.45B
| $248K | 0.01% |
3,630
| – | – |
2026 Q2
1 quarter
|
|
214
AstraZeneca
AZN
$290B
| $245K | 0.01% |
1,520
+143
| +10% | +$23.8K |
2025 Q4
3 quarters
|
|
215
Analog Devices
ADI
$191B
| $238K | 0.01% |
600
+77
| +15% | +$29K |
2026 Q2
1 quarter
|
|
216
Schwab US Broad Market ETF
SCHB
$44B
| $236K | 0.01% |
8,057
| – | – |
2025 Q3
4 quarters
|
|
217
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.66B
| $234K | 0.01% |
4,474
| – | – |
2024 Q2
9 quarters
|
|
218
Alerian MLP ETF
AMLP
$12.2B
| $233K | 0.01% |
4,500
| – | – |
2024 Q2
9 quarters
|
|
219
PNC Financial Services
PNC
$91.9B
| $230K | 0.01% |
1,033
| – | – |
2025 Q4
3 quarters
|
|
220
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$813M
| $225K | 0.01% |
+4,370
| New | +$215K |
2026 Q3
0 quarters
|
|
221
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.1B
| $218K | 0.01% |
2,702
-150
| -5% | -$12.7K |
2020 Q2
25 quarters
|
|
222
Biogen
BIIB
$37.7B
| $209K | 0.01% |
+925
| New | +$196K |
2026 Q3
0 quarters
|
|
223
KLA
KLAC
$199B
| $209K | 0.01% |
1,070
| – | – |
2026 Q2
1 quarter
|
|
224
Procept Biorobotics
PRCT
$1.33B
| $208K | 0.01% |
11,440
| – | – |
2022 Q2
17 quarters
|
|
225
Equinix
EQIX
$104B
| $207K | 0.01% |
205
-61
| -23% | -$63.4K |
2023 Q2
13 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.