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CIK: 0001686444
Total reported value
$1.6B
$1.6B
211 檔
17.0%
In Q3 2025, Lyell Wealth Management, LP's U.S. equity holdings reached a combined market value of $1.6B, distributed across 211 disclosed stock positions.
In Q3 2025, Lyell Wealth Management, LP displayed an active expansion posture, initiating 1 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 211 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.18% | -0.35% | -0.62% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.43% | -0.15% | -1.08% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.35% | -0.38% | -3.32% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.83% | -0.38% | +0.26% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.77% | -0.09% | +0.26% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.76% | +0.17% | +0.33% | |
| 7 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.56% | +1.63% | +2.51% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.26% | -0.09% | -3.59% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.99% | -0.45% | +2.09% | |
| 10 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.87% | +0.87% | +6.22% | |
| 11 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.82% | -0.27% | -0.03% | |
| 12 | NOW | Servicenow Inc | Stock-Tech | 1.81% | -0.32% | -0.15% | |
| 13 | APH | Amphenol Corp-cl A | Stock-Tech | 1.79% | +0.30% | -0.15% | |
| 14 | INTU | Intuit Inc | Stock-Tech | 1.68% | -0.57% | +4.45% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.67% | +0.15% | -0.84% | |
| 16 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.50% | -0.01% | +3.67% | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 1.49% | -0.55% | +3.35% | |
| 18 | ASML | ASML Holding N.V. | Stock-Tech | 1.47% | +0.48% | +5.36% | |
| 19 | WDAY | Workday Inc-class A | Stock-Tech | 1.46% | -0.16% | -13.41% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.43% | +0.26% | +0.65% | |
| 21 | UBER | Uber Technologies Inc | Stock-Industrials | 1.37% | -0.19% | +1.35% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.37% | -0.08% | +1.02% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.35% | -0.06% | +1.48% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 1.34% | +0.43% | +1.32% | |
| 25 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.32% | +0.14% | +0.88% | |
| 26 | MS | Morgan Stanley | Stock-Financials | 1.28% | +0.09% | +0.48% | |
| 27 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.21% | -0.31% | +2.04% | |
| 28 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.20% | -0.20% | -0.13% | |
| 29 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.19% | +0.07% | +0.95% | |
| 30 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.18% | -0.19% | +2.04% | |
| 31 | PWR | Quanta Services Inc | Stock-Industrials | 1.14% | +0.14% | +4.02% | |
| 32 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.10% | -0.20% | +0.15% | |
| 33 | GLD | Spdr Gold Shares | ETF-Commodities | 1.07% | -0.35% | +2.02% | |
| 34 | SYK | Stryker CORP | Stock-Healthcare | 1.06% | -0.18% | +1.38% | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 1.04% | -0.12% | -9.09% | |
| 36 | SNOW | Snowflake Inc | Stock-Tech | 0.98% | +0.20% | -1.39% | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.95% | +1.32% | -8.72% | |
| 38 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 0.94% | +0.07% | +18.55% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.92% | -0.25% | +1.50% | |
| 40 | EXTR | Extreme Networks Inc | Stock-Other | 0.87% | +0.51% | — | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 0.84% | -0.85% | EXIT | |
| 42 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.83% | +0.02% | +0.57% | |
| 43 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.82% | -0.19% | +3.66% | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.82% | -0.10% | +2.34% | |
| 45 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.80% | -0.11% | +8.53% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.80% | -0.03% | -0.08% | |
| 47 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.78% | -0.31% | +11.05% | |
| 48 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.77% | -0.09% | +0.29% | |
| 49 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.76% | -0.09% | +7.89% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.11% | +20.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.2% | -0.62% | Add |
| 2 | VRT | Vertiv Holdings Co-a | +0.7% | +0.95% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.7% | +0.33% | Add |
| 4 | APH | Amphenol Corp-cl A | +0.6% | -0.15% | Add |
| 5 | SMH | Vaneck Semiconductor ETF | +0.5% | +6.22% | Add |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +0.65% | Add |
| 7 | PWR | Quanta Services Inc | +0.4% | +4.02% | Add |
| 8 | SHOP | Shopify Inc - Class A | +0.4% | -0.03% | Add |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +20.93% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.3% | -0.84% | Add |
| 11 | MSFT | Microsoft CORP | +0.3% | -3.32% | Add |
| 12 | NET | Cloudflare Inc - Class A | +0.3% | +0.57% | Add |
| 13 | VOO | Vanguard S&p 500 ETF | +0.3% | +11.50% | Add |
| 14 | ASML | ASML Holding N.V. | +0.3% | +5.36% | Add |
| 15 | TOL | Toll Brothers Inc | +0.3% | +18.55% | Add |
| 16 | CAT | Caterpillar Inc | +0.2% | +1.32% | Add |
| 17 | IDXX | Idexx Laboratories Inc | +0.2% | +0.15% | Add |
| 18 | DHI | Dr Horton Inc | +0.2% | +3.67% | Add |
| 19 | CDNS | Cadence Design Sys Inc | +0.2% | +0.88% | Add |
| 20 | UBER | Uber Technologies Inc | +0.2% | +1.35% | Add |
| 21 | EXTR | Extreme Networks Inc | +0.2% | — | Unchanged |
| 22 | MS | Morgan Stanley | +0.2% | +0.48% | Add |
| 23 | SNOW | Snowflake Inc | +0.2% | -1.39% | Trim |
| 24 | AVGO | Broadcom Inc | +0.1% | -0.47% | Trim |
| 25 | META | Meta Platforms Inc-class A | +0.1% | +0.26% | Add |
| 26 | NFLX | Netflix Inc | +0.1% | +3.35% | Add |
| 27 | AMD | Advanced Micro Devices | +0.1% | -8.72% | Trim |
| 28 | WMT | Walmart Inc | +0.1% | +1.50% | Add |
| 29 | JPM | Jpmorgan Chase & Co | +0.1% | -3.59% | Add |
| 30 | VEEV | Veeva Systems Inc-class A | 0% | -0.13% | Add |
| 31 | BLK | Blackrock Inc | 0% | +1.28% | Add |
| 32 | PANW | Palo Alto Networks Inc | — | +2.51% | Add |
| 33 | DLR | Digital Realty Trust Inc | 0% | +0.29% | Add |
| 34 | IBDR | Ishares Ibonds Dec 2026 Term | 0% | +11.05% | Add |
| 35 | GLD | Spdr Gold Shares | -0.1% | +2.02% | Trim |
| 36 | NOW | Servicenow Inc | -0.1% | -0.15% | Add |
| 37 | INTU | Intuit Inc | -0.1% | +4.45% | Add |
| 38 | HD | Home Depot Inc | -0.2% | +1.02% | Add |
| 39 | AMZN | Amazon.com Inc | -0.2% | +0.26% | Add |
| 40 | SLB | Slb LTD | -0.3% | -14.34% | Trim |
| 41 | IBDQ | Ishares Ibonds Dec 2025 Term | -0.4% | -17.29% | Trim |
| 42 | AAPL | Apple Inc | -0.4% | -1.08% | Trim |
| 43 | CVX | Chevron CORP | -0.4% | -11.27% | Trim |
| 44 | XLE | Ss Energy Select Sector | -0.5% | -20.16% | Trim |
| 45 | ADBE | Adobe Inc | -0.5% | -75.63% | Trim |
| 46 | ZTS | Zoetis Inc | -0.6% | -30.49% | Trim |
| 47 | WDAY | Workday Inc-class A | -0.6% | -13.41% | Trim |
| 48 | CRM | Salesforce Inc | -0.6% | -9.09% | Trim |
| 49 | OWL | Blue Owl Capital Inc | — | NEW | New buy |
| 50 | C | Citigroup Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Lyell Wealth Management, LP reported a total U.S. public equity portfolio value of $1.6B across 211 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 17.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
OWL
市值: $8.2M
Top Position Liquidated / Trimmed
C
前期市值: $3.0M
During Q3 2025, Lyell Wealth Management, LP's top holdings by market value included NVDA (8.2%)、AAPL (3.4%)、MSFT (3.4%). The largest single position, NVDA, represented 8.2% of total portfolio value.
In Q3 2025, Lyell Wealth Management, LP made 49 total portfolio adjustments, initiating 1 new buys, adding to 34 positions, trimming 13 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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