13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001686444
Total reported value
$1.6B
$1.6B
213 檔
18.4%
At the close of Q4 2025, Lyell Wealth Management, LP disclosed equity holdings valued at approximately $1.6B, spread across 213 reported holdings.
In Q4 2025, Lyell Wealth Management, LP displayed an active expansion posture, initiating 1 new positions and adding to 33 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, GOOGL, AAPL) accounted for 18.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
TJX
市值: $2.3M
Top Position Liquidated / Trimmed
IBDQ
前期市值: $6.5M
Showing top 200 holdings (of 213 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.84% | -0.35% | -1.66% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.13% | +0.17% | +19.12% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.62% | -0.15% | +1.23% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.23% | -0.38% | +5.78% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.92% | -0.09% | +2.86% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.59% | -0.38% | +4.33% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.35% | -0.09% | +4.29% | |
| 8 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.26% | +1.63% | +0.26% | |
| 9 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.03% | +0.87% | +0.52% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.94% | +0.15% | -7.54% | |
| 11 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.92% | -0.27% | +0.08% | |
| 12 | APH | Amphenol Corp-cl A | Stock-Tech | 1.86% | +0.30% | -2.73% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.84% | -0.45% | +1.95% | |
| 14 | INTU | Intuit Inc | Stock-Tech | 1.58% | -0.57% | -0.18% | |
| 15 | ASML | ASML Holding N.V. | Stock-Tech | 1.58% | +0.48% | -0.35% | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 1.55% | +0.43% | -1.61% | |
| 17 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.54% | -0.31% | +3.02% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.51% | +0.26% | -0.02% | |
| 19 | NOW | Servicenow Inc | Stock-Tech | 1.45% | -0.32% | +392.87% | |
| 20 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.44% | -0.19% | +4.43% | |
| 21 | MS | Morgan Stanley | Stock-Financials | 1.41% | +0.09% | +0.89% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 1.40% | -0.55% | +1132.94% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.38% | -0.06% | +2.49% | |
| 24 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.29% | -0.01% | +3.76% | |
| 25 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.24% | +0.07% | -0.53% | |
| 26 | AMD | Advanced Micro Devices | Stock-Tech | 1.20% | +1.32% | -2.27% | |
| 27 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.18% | +0.14% | +2.94% | |
| 28 | PWR | Quanta Services Inc | Stock-Industrials | 1.18% | +0.14% | +3.94% | |
| 29 | UBER | Uber Technologies Inc | Stock-Industrials | 1.16% | -0.19% | +4.44% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 1.15% | -0.08% | +1.86% | |
| 31 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.14% | -0.20% | +0.59% | |
| 32 | WDAY | Workday Inc-class A | Stock-Tech | 1.11% | -0.16% | -12.22% | |
| 33 | GLD | Spdr Gold Shares | ETF-Commodities | 1.04% | -0.35% | -10.55% | |
| 34 | SYK | Stryker CORP | Stock-Healthcare | 1.03% | -0.18% | +5.39% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 1.00% | -0.25% | +2.92% | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 1.00% | -0.12% | -11.58% | |
| 37 | SNOW | Snowflake Inc | Stock-Tech | 0.96% | +0.20% | +3.78% | |
| 38 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 0.94% | +0.07% | +4.53% | |
| 39 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.92% | -0.11% | +17.49% | |
| 40 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.88% | -0.09% | +18.83% | |
| 41 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.88% | -0.20% | +0.84% | |
| 42 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.87% | -0.31% | +14.58% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.11% | +14.89% | |
| 44 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.82% | -0.08% | +21.75% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.82% | -0.10% | +2.78% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.80% | -0.03% | -0.78% | |
| 47 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.75% | +0.02% | +0.49% | |
| 48 | OWL | Blue Owl Capital Inc | Stock-Financials | 0.75% | -0.13% | +41.60% | |
| 49 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.72% | -0.09% | +21.70% | |
| 50 | EXTR | Extreme Networks Inc | Stock-Other | 0.70% | +0.51% | +2.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.4% | +19.12% | Add |
| 2 | ISRG | Intuitive Surgical Inc | +0.3% | +3.02% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | -7.54% | Trim |
| 4 | TMO | Thermo Fisher Scientific Inc | +0.3% | +4.43% | Add |
| 5 | AMD | Advanced Micro Devices | +0.3% | -2.27% | Trim |
| 6 | CAT | Caterpillar Inc | +0.2% | -1.61% | Trim |
| 7 | AAPL | Apple Inc | +0.2% | +1.23% | Add |
| 8 | AVGO | Broadcom Inc | +0.2% | +40.03% | Add |
| 9 | SMH | Vaneck Semiconductor ETF | +0.2% | +0.52% | Add |
| 10 | AMZN | Amazon.com Inc | +0.2% | +2.86% | Add |
| 11 | OWL | Blue Owl Capital Inc | +0.1% | +41.60% | Add |
| 12 | XLV | Ss Health Care Select Sector | +0.1% | +27.13% | Add |
| 13 | MS | Morgan Stanley | +0.1% | +0.89% | Add |
| 14 | IBDZ | Isharesibondsdec2034tmcorp | +0.1% | +366.06% | Add |
| 15 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +21.75% | Add |
| 16 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +18.83% | Add |
| 17 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +17.49% | Add |
| 18 | ASML | ASML Holding N.V. | +0.1% | -0.35% | Trim |
| 19 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +21.70% | Add |
| 20 | SHOP | Shopify Inc - Class A | +0.1% | +0.08% | Add |
| 21 | IBDY | Ishares Ibonds Dec 2033 CORP | +0.1% | +46.82% | Add |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +4.29% | Add |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +14.89% | Add |
| 24 | IBDR | Ishares Ibonds Dec 2026 Term | +0.1% | +14.58% | Add |
| 25 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.02% | Trim |
| 26 | WMT | Walmart Inc | +0.1% | +2.92% | Add |
| 27 | DE | Deere & Co | +0.1% | +14.80% | Add |
| 28 | APH | Amphenol Corp-cl A | +0.1% | -2.73% | Trim |
| 29 | VRT | Vertiv Holdings Co-a | +0.1% | -0.53% | Trim |
| 30 | DXCM | Dexcom Inc | -0.1% | -46.05% | Trim |
| 31 | TMUS | T-mobile US Inc | -0.1% | +4.21% | Add |
| 32 | DLR | Digital Realty Trust Inc | -0.1% | -1.01% | Trim |
| 33 | CDNS | Cadence Design Sys Inc | -0.1% | +2.94% | Add |
| 34 | HON | Honeywell International Inc | -0.2% | -8.67% | Trim |
| 35 | COST | Costco Wholesale CORP | -0.2% | +1.95% | Add |
| 36 | TTD | Trade Desk Inc/the -class A | -0.2% | -48.40% | Trim |
| 37 | EXTR | Extreme Networks Inc | -0.2% | +2.35% | Add |
| 38 | UBER | Uber Technologies Inc | -0.2% | +4.44% | Add |
| 39 | DHI | Dr Horton Inc | -0.2% | +3.76% | Add |
| 40 | HD | Home Depot Inc | -0.2% | +1.86% | Add |
| 41 | LEN | Lennar Corp-a | -0.2% | -9.81% | Trim |
| 42 | META | Meta Platforms Inc-class A | -0.2% | +4.33% | Add |
| 43 | PANW | Palo Alto Networks Inc | -0.3% | +0.26% | Add |
| 44 | VEEV | Veeva Systems Inc-class A | -0.3% | +0.84% | Add |
| 45 | NVDA | Nvidia CORP | -0.3% | -1.66% | Trim |
| 46 | WDAY | Workday Inc-class A | -0.4% | -12.22% | Trim |
| 47 | NOW | Servicenow Inc | -0.4% | +392.87% | Add |
| 48 | ZTS | Zoetis Inc | -0.4% | -85.16% | Trim |
| 49 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | Sold out |
| 50 | TJX | Tjx Companies Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Lyell Wealth Management, LP reported a total U.S. public equity portfolio value of $1.6B across 213 disclosed positions in Q4 2025.
During Q4 2025, Lyell Wealth Management, LP's top holdings by market value included NVDA (7.8%)、GOOGL (4.1%)、AAPL (3.6%). The largest single position, NVDA, represented 7.8% of total portfolio value.
In Q4 2025, Lyell Wealth Management, LP made 50 total portfolio adjustments, initiating 1 new buys, adding to 33 positions, trimming 15 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.
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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.