Lyell Wealth Management
Lyell Wealth Management reported 233 stocks worth $1.7B in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are NVDA (7.8%), GOOG (5.6%) and PANW (4.0%). Compared with Q2 2026, the fund opened new positions in FIX, added to NVDA, GOOG and GOOGL, trimmed PANW, AMD and NET and sold out of LEN, NEE and FITB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $132M | 7.8% | 579K | +3,320 (+1%) | 8 of 8 | |
| 2 |  GOOG Alphabet Inc | $94.3M | 5.6% | 277K | +23K (+9%) | 8 of 8 | |
| 3 |  PANW Palo Alto Networks Inc | $67.4M | 4.0% | 170K | −3,968 (−2%) | 8 of 8 | |
| 4 |  GOOGL Alphabet Inc | $66.5M | 3.9% | 193K | +9,915 (+5%) | 8 of 8 | |
| 5 |  AAPL Apple Inc | $61.9M | 3.7% | 186K | +809 (+0%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $48.1M | 2.9% | 94K | No change | 8 of 8 | |
| 7 |  SMH Vaneck ETF Trust | $46.9M | 2.8% | 77K | +815 (+1%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $45.1M | 2.7% | 181K | +3,152 (+2%) | 8 of 8 | |
| 9 |  AMD Advanced Micro Devices Inc | $41.8M | 2.5% | 68K | −1,188 (−2%) | 8 of 8 | |
| 10 |  META Meta Platforms Inc | $41.4M | 2.5% | 57K | +867 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 30, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lyell Wealth Management 13F FAQ
What does Lyell Wealth Management own?
Lyell Wealth Management reported 233 stocks worth $1.7B in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are NVDA (7.8%), GOOG (5.6%) and PANW (4.0%). The table above lists every position in the filing (the top 10 without an account).
What did Lyell Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 105 added to, 60 trimmed and 4 sold out. New positions include FIX. It sold all of LEN, NEE and FITB.
When will Lyell Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Lyell Wealth Management's portfolio worth?
The Q3 2026 filing reports $1.7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.