Lyell Wealth Management, LP has filed its Form 13F-HR, disclosing the firm's equity portfolio as of the close of business on September 30, 2026. The filing, signed by Chief Compliance Officer Kevin Connell, lists 233 separate holdings across various sectors, including large-cap technology, energy, healthcare, and a significant allocation to exchange-traded funds (ETFs).
The portfolio is dominated by major technology and industrial names. Lyell holds a substantial position in NVIDIA Corporation, with 579,401 shares. Other significant stock positions include Microsoft Corporation (936,844 shares), Apple Inc. (185,824 shares), Amazon.com Inc. (180,852 shares), and Meta Platforms Inc. (57,115 shares). The firm also holds notable stakes in Berkshire Hathaway Inc. Class B (24,138 shares) and JPMorgan Chase & Co. (103,848 shares).
A significant portion of the portfolio is allocated to ETFs. Lyell holds shares in the Invesco QQQ Trust (3,488 shares), the iShares Core S&P 500 ETF (5,873 shares), and the iShares Core S&P Mid-Cap ETF (31,335 shares). The firm also holds various bond ETFs, including the iShares IBONDS Dec 2026 Term Corporate ETF (296,433 shares) and the iShares IBONDS Dec 2027 Term Corporate ETF (695,820 shares).
The filing lists a diverse range of other holdings, including shares in Eli Lilly & Co., UnitedHealth Group, Chevron Corporation, and Procter & Gamble Co. The firm also holds positions in several specialized ETFs, such as the iShares Semiconductor ETF, the iShares Gold Trust, and the iShares Bitcoin Trust ETF.
