LYELL WEALTH MANAGEMENT, LP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, LYELL WEALTH MANAGEMENT, LP held in its portfolio 213 assets valued at $1,380,997,497 (i.e. $1.38B).
The most valuable assets in the portfolio included: NVIDIA CORPORATION COM ($108.31M), ALPHABET INC CAP STK CL A ($57.04M), and APPLE INC COM ($49.96M).
The chart below shows the top 10 valuable assets, and the table below shows the top 213 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LYELL WEALTH MANAGEMENT, LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION COM | 580723 | 108304857 | Stock |
| ALPHABET INC CAP STK CL A | 182232 | 57038609 | Stock |
| APPLE INC COM | 183761 | 49957389 | Stock |
| MICROSOFT CORP COM | 92149 | 44565181 | Stock |
| AMAZON COM INC COM | 174649 | 40312482 | Stock |
| META PLATFORMS INC CL A | 54105 | 35714169 | Stock |
| JPMORGAN CHASE & CO. COM | 100817 | 32485299 | Stock |
| PALO ALTO NETWORKS INC COM | 169410 | 31205322 | Stock |
| VANECK SEMICONDUCTOR ETF | 77668 | 27970649 | ETF |
| ALPHABET INC CAP STK CL C | 85356 | 26784782 | Stock |
| SHOPIFY INC CL A SUB VTG SHS | 164895 | 26543148 | Stock |
| AMPHENOL CORP NEW CL A | 189944 | 25669016 | Stock |
| COSTCO WHOLESALE CORPORATION COM | 29496 | 25435625 | Stock |
| INTUIT COM | 33026 | 21877135 | Stock |
| ASML HOLDING N V N Y REGISTRY SHS | 20429 | 21856170 | ADR |
| CATERPILLAR INC COM | 37245 | 21336652 | Stock |
| INTUITIVE SURGICAL INC COM NEW | 37486 | 21230571 | Stock |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 68788 | 20903985 | ADR |
| SERVICENOW INC COM | 130385 | 19973678 | Stock |
| THERMO FISHER SCIENTIFIC INC COM | 34223 | 19830565 | Stock |
| MORGAN STANLEY COM NEW | 109762 | 19485980 | Stock |
| NETFLIX INC. COM | 206381 | 19350283 | Stock |
| VISA INC COM CL A | 54369 | 19067914 | Stock |
| D R HORTON INC COM | 123307 | 17759854 | Stock |
| VERTIV HOLDINGS CO COM CL A | 105491 | 17090615 | Stock |
| ADVANCED MICRO DEVICES INC COM | 77387 | 16573200 | Stock |
| CADENCE DESIGN SYSTEM INC COM | 52277 | 16340745 | Stock |
| QUANTA SVCS INC COM | 38459 | 16232015 | Stock |
| UBER TECHNOLOGIES INC COM | 196782 | 16079057 | Stock |
| HOME DEPOT INC COM | 46335 | 15943829 | Stock |
| IDEXX LABS INC COM | 23313 | 15771944 | Stock |
| WORKDAY INC CL A | 71598 | 15377818 | Stock |
| SPDR GOLD SHARES | 36330 | 14397942 | ETF |
| STRYKER CORPORATION COM | 40610 | 14273255 | Stock |
| WALMART INC COM | 123925 | 13806458 | Stock |
| SALESFORCE INC COM | 52094 | 13800105 | Stock |
| SNOWFLAKE INC COM SHS | 60560 | 13284442 | Stock |
| TOLL BROTHERS INC COM | 95644 | 12932920 | Stock |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | 521963 | 12673262 | ETF |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | 479315 | 12200963 | ETF |
| VEEVA SYS INC CL A COM | 54589 | 12185902 | Stock |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | 498249 | 12072573 | ETF |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 23378 | 11750952 | Stock |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | 486066 | 11376375 | ETF |
| MASTERCARD INCORPORATED CL A | 19844 | 11328548 | Stock |
| SPDR S&P 500 ETF TRUST | 16101 | 10979872 | ETF |
| CLOUDFLARE INC CL A COM | 52369 | 10324548 | Stock |
| BLUE OWL CAPITAL INC COM CL A | 689455 | 10300453 | Stock |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | 452987 | 9997423 | ETF |
| EXTREME NETWORKS COM | 582345 | 9696044 | Stock |
| HONEYWELL INTL INC COM | 48959 | 9551373 | Stock |
| DIGITAL RLTY TR INC COM | 58992 | 9126649 | REIT |
| BROADRIDGE FINL SOLUTIONS INC COM | 40619 | 9065024 | Stock |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 57372 | 8899573 | ETF |
| BLACKROCK INC COM | 8302 | 8886331 | Stock |
| DEERE & CO COM | 18922 | 8809594 | Stock |
| T-MOBILE US INC COM | 41038 | 8332285 | Stock |
| ABBOTT LABS COM | 65999 | 8269074 | Stock |
| LENNAR CORP CL A | 78699 | 8090244 | Stock |
| BROADCOM INC COM | 22983 | 7954416 | Stock |
| VANGUARD S&P 500 ETF | 11706 | 7340989 | ETF |
| UNION PAC CORP COM | 31229 | 7223885 | Stock |
| ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | 332277 | 7027659 | ETF |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 43410 | 6719868 | ETF |
| ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | 260065 | 6639459 | ETF |
| FREEPORT-MCMORAN INC CL B | 124165 | 6306356 | Stock |
| GUIDEWIRE SOFTWARE INC COM | 26952 | 5417622 | Stock |
| BANK AMERICA CORP COM | 89783 | 4938065 | Stock |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 33977 | 4891727 | ETF |
| ISHARES IBONDS DEC 2033 TERM CORPORATE ETF | 173645 | 4539080 | ETF |
| DISNEY WALT CO COM | 35523 | 4041488 | Stock |
| CHEVRON CORP NEW COM | 26223 | 3996720 | Stock |
| ISHARES CORE S&P 500 ETF | 5594 | 3831554 | ETF |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 16026 | 3069889 | ETF |
| ELI LILLY & CO COM | 2714 | 2916682 | Stock |
| INVESCO QQQ TRUST SERIES I | 4669 | 2868295 | ETF |
| ISHARES TIPS BOND ETF | 24078 | 2646413 | ETF |
| VANECK MERK GOLD ETF | 61795 | 2563257 | ETF |
| SLB LIMITED COM STK | 65062 | 2497072 | Stock |
| TESLA INC COM | 5379 | 2419044 | Stock |
| MICRON TECHNOLOGY INC COM | 8455 | 2413142 | Stock |
| EXXON MOBIL CORP COM | 19773 | 2379483 | Stock |
| TJX COS INC NEW COM | 15145 | 2326423 | Stock |
| ISHARES CORE S&P SMALL CAP ETF | 19201 | 2307569 | ETF |
| ISHARES RUSSELL 2000 ETF | 9324 | 2295192 | ETF |
| ISHARES CORE S&P MID-CAP ETF | 33485 | 2210010 | ETF |
| ISHARES IBONDS DEC 2034 TERM CORPORATE ETF | 82610 | 2178426 | ETF |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | 44851 | 2005292 | ETF |
| ISHARES BIOTECHNOLOGY ETF | 10830 | 1827799 | ETF |
| REDDIT INC CL A | 7837 | 1801491 | Stock |
| CONOCOPHILLIPS COM | 18944 | 1773369 | Stock |
| AMERICAN EXPRESS CO COM | 4477 | 1656266 | Stock |
| JOHNSON & JOHNSON COM | 7943 | 1643804 | Stock |
| ISHARES MSCI EAFE ETF | 16511 | 1585572 | ETF |
| ISHARES RUSSELL 1000 GROWTH ETF | 3320 | 1571356 | ETF |
| CORVEL CORP COM | 22948 | 1552891 | Stock |
| THE TRADE DESK INC COM CL A | 40000 | 1518400 | Stock |
| LOWES COS INC COM | 6173 | 1488681 | Stock |
| RTX CORPORATION COM | 8047 | 1475820 | Stock |
| TE CONNECTIVITY PLC ORD SHS | 6381 | 1451741 | Stock |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 19570 | 1439569 | ETF |
| DEXCOM INC COM | 21120 | 1401734 | Stock |
| ISHARES MSCI EMERGING MARKETS ETF | 25260 | 1381968 | ETF |
| SCHWAB INTERNATIONAL EQUITY ETF | 56612 | 1360962 | ETF |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 24556 | 1344941 | ETF |
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | 12721 | 1344482 | ETF |
| BALL CORP COM | 25305 | 1340420 | Stock |
| ISHARES U.S. HOME CONSTRUCTION ETF | 13695 | 1318831 | ETF |
| DOORDASH INC CL A | 5527 | 1251755 | Stock |
| JOHNSON CTLS INTL PLC SHS | 10341 | 1238335 | Stock |
| ISHARES RUSSELL MIDCAP ETF | 12612 | 1214157 | ETF |
| CISCO SYS INC COM | 15756 | 1213685 | Stock |
| SPDR S&P MIDCAP 400 ETF TRUST | 1913 | 1154075 | ETF |
| PEPSICO INC COM | 7846 | 1126058 | Stock |
| NORTHROP GRUMMAN CORP COM | 1940 | 1106217 | Stock |
| SCHWAB EMERGING MARKETS EQUITY ETF | 33335 | 1091737 | ETF |
| CSX CORP COM | 27831 | 1008874 | Stock |
| MEDTRONIC PLC SHS | 10240 | 983654 | Stock |
| ORACLE CORP COM | 4632 | 902823 | Stock |
| GILEAD SCIENCES INC COM | 7276 | 893056 | Stock |
| FIRST TRUST DOW JONES INTERNET INDEX FUND | 3259 | 877258 | ETF |
| PROCTER & GAMBLE CO COM | 5979 | 856850 | Stock |
| ZOETIS INC CL A | 6712 | 844504 | Stock |
| STATE STREET SPDR S&P HOMEBUILDERS ETF | 8178 | 842007 | ETF |
| INTERNATIONAL BUSINESS MACHS COM | 2744 | 812800 | Stock |
| SCHWAB CHARLES CORP COM | 8078 | 807073 | Stock |
| NIKE INC CL B | 12113 | 771719 | Stock |
| LAM RESEARCH CORP COM NEW | 4446 | 761066 | Stock |
| TARGA RES CORP COM | 3803 | 701654 | Stock |
| STARBUCKS CORP COM | 8257 | 695322 | Stock |
| AMERIPRISE FINL INC COM | 1392 | 682553 | Stock |
| ISHARES CORE MSCI EAFE ETF | 7245 | 648138 | ETF |
| ISHARES BITCOIN TRUST ETF | 13007 | 645798 | ETF |
| SCHWAB US DIVIDEND EQUITY ETF | 22729 | 623456 | ETF |
| VANGUARD SMALL-CAP ETF | 2408 | 621144 | ETF |
| LOCKHEED MARTIN CORP COM | 1251 | 605071 | Stock |
| STATE STREET SPDR S&P BIOTECH ETF | 4848 | 591117 | ETF |
| GOLDMAN SACHS GROUP INC COM | 654 | 574866 | Stock |
| AXON ENTERPRISE INC COM | 1012 | 574745 | Stock |
| PALANTIR TECHNOLOGIES INC CL A | 3183 | 565778 | Stock |
| MERCK & CO INC COM | 5355 | 563667 | Stock |
| DANAHER CORPORATION COM | 2436 | 557649 | Stock |
| VANGUARD TOTAL STOCK MARKET ETF | 1652 | 553866 | ETF |
| VANGUARD MID-CAP ETF | 1908 | 553740 | ETF |
| COHERENT CORP COM | 3000 | 553710 | Stock |
| ROYAL CARIBBEAN GROUP COM | 1920 | 535526 | Stock |
| TEXAS INSTRS INC COM | 2991 | 518909 | Stock |
| AMGEN INC COM | 1564 | 511913 | Stock |
| MERCADOLIBRE INC COM | 248 | 499536 | Stock |
| VANGUARD FTSE EUROPE ETF | 5851 | 489202 | ETF |
| BOOKING HOLDINGS INC COM | 91 | 487335 | Stock |
| GE AEROSPACE COM NEW | 1569 | 483299 | Stock |
| VANECK OIL SERVICES ETF | 1665 | 474024 | ETF |
| AMETEK INC COM | 2227 | 457225 | Stock |
| MILLROSE PPTYS INC COM CL A | 15185 | 453576 | REIT |
| ABBVIE INC COM | 1968 | 449668 | Stock |
| ISHARES RUSSELL 3000 ETF | 1150 | 444878 | ETF |
| COCA COLA CO COM | 6168 | 431205 | Stock |
| VANGUARD INFORMATION TECHNOLOGY ETF | 565 | 425687 | ETF |
| VANGUARD REAL ESTATE ETF | 4780 | 422982 | ETF |
| INTERCONTINENTAL EXCHANGE INC COM | 2503 | 405386 | Stock |
| VANGUARD DIVIDEND APPRECIATION ETF | 1810 | 397802 | ETF |
| NORFOLK SOUTHN CORP COM | 1344 | 388040 | Stock |
| TRAVELERS COMPANIES INC COM | 1297 | 376208 | Stock |
| TRIP COM GROUP LTD ADS | 5145 | 369977 | ADR |
| ARISTA NETWORKS INC COM SHS | 2812 | 368456 | Stock |
| EATON CORP PLC SHS | 1146 | 365012 | Stock |
| VANGUARD GROWTH ETF | 746 | 364039 | ETF |
| ADOBE INC COM | 1039 | 363640 | Stock |
| TRANE TECHNOLOGIES PLC SHS | 930 | 361956 | Stock |
| KINDER MORGAN INC DEL COM | 13135 | 361081 | Stock |
| PROCEPT BIOROBOTICS CORP COM | 11440 | 359902 | Stock |
| ILLUMINA INC COM | 2663 | 349279 | Stock |
| ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | 6710 | 347377 | ETF |
| GE VERNOVA INC COM | 529 | 345739 | Stock |
| ISHARES MSCI JAPAN ETF | 4128 | 333295 | ETF |
| ISHARES MSCI TAIWAN ETF | 5125 | 325591 | ETF |
| AKRE FOCUS ETF | 4950 | 324275 | ETF |
| ISHARES S&P 100 ETF | 921 | 315811 | ETF |
| INVESCO RAFI US 1500 SMALL-MID ETF | 6774 | 310850 | ETF |
| SOLSTICE ADVANCED MATLS INC COM SHS | 6363 | 309115 | Stock |
| INVESCO WATER RESOURCES ETF | 4318 | 304028 | ETF |
| BRISTOL-MYERS SQUIBB CO COM | 5595 | 301794 | Stock |
| APPLIED MATLS INC COM | 1167 | 299926 | Stock |
| ENBRIDGE INC COM | 6220 | 297503 | Stock |
| COLUMBIA INDIA CONSUMER ETF | 4512 | 292423 | ETF |
| ATLASSIAN CORPORATION CL A | 1794 | 290879 | Stock |
| ISHARES GOLD TRUST | 3517 | 285475 | ETF |
| QUALCOMM INC COM | 1648 | 281890 | Stock |
| CVS HEALTH CORP COM | 3512 | 278712 | Stock |
| ISHARES S&P MID-CAP 400 GROWTH ETF | 2875 | 278530 | ETF |
| PARKER-HANNIFIN CORP COM | 308 | 270720 | Stock |
| DRAFTKINGS INC NEW COM CL A | 7849 | 270477 | Stock |
| ISHARES 1-3 YEAR TREASURY BOND ETF | 3262 | 270159 | ETF |
| THE CIGNA GROUP COM | 970 | 266973 | Stock |
| SAP SE SPON ADR | 1087 | 264043 | ADR |
| ASTRAZENECA PLC SPONSORED ADR | 2760 | 253727 | ADR |
| CITIGROUP INC COM NEW | 2071 | 241665 | Stock |
| ISHARES MSCI NETHERLANDS ETF | 3990 | 227550 | ETF |
| GRAB HOLDINGS LIMITED CLASS A ORD | 45500 | 227045 | Stock |
| STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 2902 | 225427 | ETF |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 2195 | 219237 | ETF |
| PNC FINL SVCS GROUP INC COM | 1033 | 215618 | Stock |
| EQUINIX INC COM | 281 | 215291 | REIT |
| AUTOZONE INC COM | 63 | 213665 | Stock |
| ALERIAN MLP ETF | 4500 | 211590 | ETF |
| SCHWAB U.S. BROAD MARKET ETF | 8056 | 211309 | ETF |
| GLOBAL X DAX GERMANY ETF | 4495 | 205064 | ETF |
| APPLOVIN CORP COM CL A | 304 | 204841 | Stock |
| PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | 10900 | 195764 | Stock |
| ENERGY TRANSFER L P COM UT LTD PTN | 10350 | 170672 | Stock |
| ATLAS ENERGY SOLUTIONS INC COM NEW | 14766 | 139096 | Stock |
| SANA BIOTECHNOLOGY INC COM | 10500 | 42735 | Stock |
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