Lyell Wealth Management, LP holds a diversified book of 232 reported positions worth $1.6B as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Honeywell International Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 7% of the reported non-option book. Cloning the disclosed picks since 2024 would be +39% (+18.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Lyell Wealth Management, LP is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 9.2 points over this window.
Growth of $10,000 cloning Lyell Wealth Management, LP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
84% mapped to company sectors
+5 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Lyell Wealth Management, LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Prospect Hill Management, LLC | 12 / 80 | $255.9M |
| BlueSpruce Investments, LP | 14 / 80 | $645.4M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Swiss Re Ltd | 51 / 80 | $1.0B |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.9M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| New World Advisors LLC | 35 / 80 | $535.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Lyell Wealth Management, LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation Com Stock | $115.3M | 576.1K | 7.1% | ▼−0.5% Reduced · −3K sh | |
| 2 | Alphabet Inc Cap STK CL C Stock | $89.8M | 254.1K | 5.5% | ▲~0% Added · +1 sh | |
| 3 | Alphabet Inc Cap STK CL A Stock | $65.5M | 183.3K | 4.0% | ▲+0.7% Added · +1K sh | |
| 4 | Palo Alto Networks Inc Com Stock | $59.2M | 173.7K | 3.6% | ▲+2.0% Added · +3K sh | |
| 5 | Apple Inc Com Stock | $53.5M | 185.0K | 3.3% | ▲+0.4% Added · +719 sh | |
| 6 | Vaneck Semiconductor ETF ETF | $49.9M | 76.2K | 3.1% | ▼−2.3% Reduced · −2K sh | |
| 7 | Amazon Com Inc Com Stock | $42.4M | 177.7K | 2.6% | ▲+1.3% Added · +2K sh | |
| 8 | Advanced Micro Devices Inc Com Stock | $40.4M | 69.5K | 2.5% | ▼−10% Reduced · −8K sh | |
| 9 | ASML Hldg NV N Y Registry SHS ADR | $39.6M | 19.9K | 2.4% | ▼−1.0% Reduced · −207 sh | |
| 10 | Caterpillar Inc Com Stock | $38.4M | 36.1K | 2.4% | ▼−2.4% Reduced · −891 sh | |
| 11 | Microsoft Corp Com Stock | $35.0M | 93.7K | 2.1% | ▲+1.3% Added · +1K sh | |
| 12 | JPMorgan Chase & Co Com Stock | $33.9M | 103.6K | 2.1% | ▲+3.0% Added · +3K sh | |
| 13 | Amphenol Corp CL A Stock | $33.5M | 190.1K | 2.1% | ▲+0.3% Added · +563 sh | |
| 14 | Vertiv Holdings Co Com CL A Stock | $32.5M | 97.1K | 2.0% | ▼−7.5% Reduced · −8K sh | |
| 15 | Taiwan Semiconductor Manufact Sponsored Ads ADR | $31.8M | 66.6K | 2.0% | ▼−2.1% Reduced · −1K sh | |
| 16 | Meta Platforms Inc CL A Stock | $31.7M | 56.2K | 1.9% | ▲+2.0% Added · +1K sh | |
| 17 | Quanta Svcs Inc Com Stock | $28.3M | 39.3K | 1.7% | ▼−1.0% Reduced · −398 sh | |
| 18 | Costco Wholesale Corporation Com Stock | $28.3M | 30.2K | 1.7% | ▲+1.2% Added · +366 sh | |
| 19 | Morgan Stanley Com New Stock | $23.2M | 111.1K | 1.4% | ▲+1.0% Added · +1K sh | |
| 20 | D R Horton Inc Com Stock | $20.6M | 126.4K | 1.3% | ▲~0% Added · +35 sh | |
| 21 | Cadence Design System Inc Com Stock | $19.8M | 52.7K | 1.2% | ▲+0.6% Added · +333 sh | |
| 22 | Shopify Inc CL A Sub VTG SHS Stock | $19.1M | 167.4K | 1.2% | ▲+1.5% Added · +3K sh | |
| 23 | Extreme Networks Inc Com Stock | $18.9M | 582.3K | 1.2% | —Held | |
| 24 | Visa Inc Com CL A Stock | $18.2M | 53.0K | 1.1% | ▼−0.4% Reduced · −197 sh | |
| 25 | Toll Brothers Inc Com Stock | $17.4M | 105.8K | 1.1% | ▲+5.6% Added · +6K sh | |
| 26 | Broadcom Inc Com Stock | $17.4M | 46.0K | 1.1% | ▲+15% Added · +6K sh | |
| 27 | Thermo Fisher Scientific Inc Com Stock | $17.3M | 34.5K | 1.1% | ▼−0.2% Reduced · −67 sh | |
| 28 | Home Depot Inc Com Stock | $16.8M | 47.7K | 1.0% | ▲+3.6% Added · +2K sh | |
| 29 | Dell Technologies Inc CL C Stock | $16.3M | 37.8K | 1.0% | ▲+39% Added · +11K sh | |
| 30 | Intuitive Surgical Inc Com New Stock | $15.5M | 39.0K | 1.0% | ▲+4.9% Added · +2K sh | |
| 31 | Netflix Inc. Com Stock | $15.2M | 213.5K | 0.9% | ▲+1.3% Added · +3K sh | |
| 32 | Snowflake Inc Com SHS Stock | $14.7M | 57.8K | 0.9% | ▼−9.1% Reduced · −6K sh | |
| 33 | Walmart Inc Com Stock | $14.7M | 129.7K | 0.9% | ▲+3.2% Added · +4K sh | |
| 34 | Ishares Ibonds Dec 2027 Term Corporate ETF ETF | $14.4M | 592.8K | 0.9% | ▲+6.5% Added · +36K sh | |
| 35 | State Street SPDR S&P 500 ETF ETF | $14.1M | 18.9K | 0.9% | ▲+0.5% Added · +86 sh | |
| 36 | Uber Technologies Inc Com Stock | $13.9M | 192.9K | 0.9% | ▼−1.9% Reduced · −4K sh | |
| 37 | Cloudflare Inc CL A Com Stock | $13.7M | 55.9K | 0.8% | ▲+3.5% Added · +2K sh | |
| 38 | Ishares Ibonds Dec 2028 Term Corporate ETF ETF | $13.4M | 529.6K | 0.8% | ▲+8.0% Added · +39K sh | |
| 39 | Deere & Co Com Stock | $13.1M | 20.7K | 0.8% | ▲+7.1% Added · +1K sh | |
| 40 | SPDR Gold Shares ETF | $12.9M | 34.9K | 0.8% | ▼−3.1% Reduced · −1K sh | |
| 41 | Ishares Ibonds Dec 2029 Term Corporate ETF ETF | $12.7M | 546.9K | 0.8% | ▲+8.4% Added · +42K sh | |
| 42 | Waste Mgmt Inc Del Com Stock | $12.4M | 55.6K | 0.8% | ▲+18% Added · +8K sh | |
| 43 | Berkshire Hathaway Inc Del CL B New Stock | $12.1M | 24.2K | 0.7% | ▲+0.6% Added · +150 sh | |
| 44 | Idexx Labs Inc Com Stock | $11.9M | 22.7K | 0.7% | ▲+0.6% Added · +143 sh | |
| 45 | Stryker Corporation Com Stock | $11.6M | 36.8K | 0.7% | ▼−0.6% Reduced · −209 sh | |
| 46 | State Street Industrial Select Sector SPDR ETF ETF | $11.5M | 61.9K | 0.7% | ▲+2.0% Added · +1K sh | |
| 47 | TJX Cos Inc New Com Stock | $10.9M | 72.0K | 0.7% | ▲+31% Added · +17K sh | |
| 48 | Ishares Ibonds Dec 2030 Term Corporate ETF ETF | $10.7M | 492.6K | 0.7% | ▲+5.3% Added · +25K sh | |
| 49 | Freeport McMoran Inc CL B Stock | $10.4M | 164.8K | 0.6% | ▲+36% Added · +44K sh | |
| 50 | Mastercard Incorporated CL A Stock | $10.1M | 19.6K | 0.6% | ▲+0.6% Added · +115 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show LYELL WEALTH MANAGEMENT, LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 5, 2026 | 36d | 232 | $1.6B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 37d | 216 | $1.4B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 43d | 213 | $1.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 37d | 211 | $1.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 29d | 219 | $1.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 8, 2025 | 38d | 202 | $1.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2025 | 34d | 200 | $1.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 23d | 207 | $1.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.