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CIK: 0001686444
Total reported value
$1.6B
$1.6B
216 檔
19.0%
During the Q1 2026 filing period, Lyell Wealth Management, LP (CIK: 0001686444) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6B across 216 reported positions.
Lyell Wealth Management, LP executed strategic sector rebalancing during Q1 2026, establishing 15 new positions while fully exiting 12 holdings and trimming 69 positions.
Showing top 200 holdings (of 216 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.42% | -0.35% | -0.31% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.36% | +0.15% | +197.74% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.85% | +0.17% | -0.13% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.44% | -0.15% | +0.29% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.69% | -0.09% | +0.45% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.52% | -0.38% | +0.37% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.32% | -0.38% | +1.87% | |
| 8 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.19% | +0.87% | +0.31% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.19% | -0.45% | +1.28% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.17% | -0.09% | -0.24% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.01% | +1.63% | +0.51% | |
| 12 | ASML | ASML Holding N.V. | Stock-Tech | 1.95% | +0.48% | -1.43% | |
| 13 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.93% | +0.07% | -0.51% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 1.93% | +0.43% | -0.67% | |
| 15 | APH | Amphenol Corp-cl A | Stock-Tech | 1.76% | +0.30% | -0.19% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.69% | +0.26% | -1.18% | |
| 17 | PWR | Quanta Services Inc | Stock-Industrials | 1.60% | +0.14% | +3.25% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 1.49% | -0.55% | +2.12% | |
| 19 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.44% | -0.27% | +0.01% | |
| 20 | MS | Morgan Stanley | Stock-Financials | 1.33% | +0.09% | +0.21% | |
| 21 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.27% | -0.01% | +2.50% | |
| 22 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.26% | -0.31% | -0.78% | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.25% | -0.19% | +0.94% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.18% | -0.06% | -2.15% | |
| 25 | AMD | Advanced Micro Devices | Stock-Tech | 1.16% | +1.32% | +0.13% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 1.15% | -0.25% | +1.36% | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 1.14% | -0.35% | -0.86% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 1.11% | -0.08% | -0.69% | |
| 29 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.07% | +0.14% | +0.16% | |
| 30 | UBER | Uber Technologies Inc | Stock-Industrials | 1.04% | -0.19% | -0.06% | |
| 31 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 1.00% | +0.07% | +4.74% | |
| 32 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.99% | -0.11% | +6.65% | |
| 33 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.93% | -0.20% | -3.41% | |
| 34 | INTU | Intuit Inc | Stock-Tech | 0.92% | -0.57% | -12.70% | |
| 35 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.91% | -0.09% | +2.27% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.91% | +0.16% | +73.38% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.90% | -0.03% | +16.94% | |
| 38 | SYK | Stryker CORP | Stock-Healthcare | 0.89% | -0.18% | -8.98% | |
| 39 | NOW | Servicenow Inc | Stock-Tech | 0.88% | -0.32% | -12.22% | |
| 40 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.86% | -0.08% | +3.82% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.11% | +2.99% | |
| 42 | HON | Honeywell International Inc | Stock-Industrials | 0.85% | -0.85% | EXIT | |
| 43 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.83% | -0.31% | -6.42% | |
| 44 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.82% | +0.02% | +3.18% | |
| 45 | DE | Deere & Co | Stock-Industrials | 0.80% | — | +2.02% | |
| 46 | WM | Waste Management Inc | Stock-Industrials | 0.80% | -0.04% | — | |
| 47 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.75% | -0.09% | +3.31% | |
| 48 | XLI | Ss Industrial Select Sector | ETF-Other | 0.72% | -0.02% | +5.81% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.72% | -0.10% | -1.66% | |
| 50 | SNOW | Snowflake Inc | Stock-Tech | 0.70% | +0.20% | +4.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +3.4% | +197.74% | Add |
| 2 | VRT | Vertiv Holdings Co-a | +0.7% | -0.51% | Trim |
| 3 | TJX | Tjx Companies Inc | +0.5% | +262.05% | Add |
| 4 | PWR | Quanta Services Inc | +0.4% | +3.25% | Add |
| 5 | CAT | Caterpillar Inc | +0.4% | -0.67% | Trim |
| 6 | ASML | ASML Holding N.V. | +0.4% | -1.43% | Trim |
| 7 | COST | Costco Wholesale CORP | +0.4% | +1.28% | Add |
| 8 | AVGO | Broadcom Inc | +0.3% | +73.38% | Add |
| 9 | ICE | Intercontinental Exchange In | +0.2% | +729.88% | Add |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -1.18% | Trim |
| 11 | IJR | Ishares Core S&p Small-cap E | +0.2% | +85.88% | Add |
| 12 | DE | Deere & Co | +0.2% | +2.02% | Add |
| 13 | HON | Honeywell International Inc | +0.2% | +4.24% | Add |
| 14 | SMH | Vaneck Semiconductor ETF | +0.2% | +0.31% | Add |
| 15 | WMT | Walmart Inc | +0.2% | +1.36% | Add |
| 16 | XLV | Ss Health Care Select Sector | +0.1% | +26.08% | Add |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +16.94% | Add |
| 18 | GLD | Spdr Gold Shares | +0.1% | -0.86% | Trim |
| 19 | OUNZ | Vaneck Merk Gold ETF | +0.1% | +34.71% | Add |
| 20 | IBDZ | Isharesibondsdec2034tmcorp | +0.1% | +55.96% | Add |
| 21 | CVX | Chevron CORP | +0.1% | -4.82% | Trim |
| 22 | SCHF | Schwab Intl Equity ETF | +0.1% | +80.14% | Add |
| 23 | IBB | Ishares Biotechnology ETF | +0.1% | +62.23% | Add |
| 24 | NFLX | Netflix Inc | +0.1% | +2.12% | Add |
| 25 | XOM | Exxon Mobil CORP | +0.1% | +0.20% | Add |
| 26 | XLI | Ss Industrial Select Sector | +0.1% | +5.81% | Add |
| 27 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +151.82% | Add |
| 28 | NET | Cloudflare Inc - Class A | +0.1% | +3.18% | Add |
| 29 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +6.65% | Add |
| 30 | FCX | Freeport-mcmoran Inc | +0.1% | -2.42% | Trim |
| 31 | SLB | Slb LTD | +0.1% | -1.19% | Trim |
| 32 | TOL | Toll Brothers Inc | +0.1% | +4.74% | Add |
| 33 | XLE | Ss Energy Select Sector | +0.1% | -2.05% | Trim |
| 34 | BALL | Ball CORP | 0% | +31.86% | Add |
| 35 | TMUS | T-mobile US Inc | 0% | +1.61% | Add |
| 36 | IBDU | Ishares Ibonds Dec 2029 Term | 0% | +3.82% | Add |
| 37 | COP | Conocophillips | 0% | -11.92% | Trim |
| 38 | BKNG | Booking Holdings Inc | 0% | +136.26% | Add |
| 39 | JNJ | Johnson & Johnson | 0% | +5.04% | Add |
| 40 | EFA | Ishares Msci Eafe ETF | 0% | +17.14% | Add |
| 41 | IBDW | Ishares Ibonds Dec 2031 CORP | 0% | +5.21% | Add |
| 42 | IBDV | Ishares Ibonds Dec 2030 CORP | 0% | +3.31% | Add |
| 43 | IBDT | Ishares Ibonds Dec 2028 ETF | 0% | +2.27% | Add |
| 44 | AMAT | Applied Materials Inc | 0% | +45.59% | Add |
| 45 | TRGP | Targa Resources CORP | 0% | -1.31% | Trim |
| 46 | TRV | Travelers Cos Inc/the | 0% | +62.37% | Add |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +19.81% | Add |
| 48 | RSP | Invesco S&p 500 Equal Weight | 0% | +6.08% | Add |
| 49 | OIH | Vaneck Oil Services ETF | 0% | -3.90% | Trim |
| 50 | UNP | Union Pacific CORP | 0% | -3.71% | Trim |
According to official SEC Form 13F filings, Lyell Wealth Management, LP reported a total U.S. public equity portfolio value of $1.6B across 216 disclosed positions in Q1 2026.
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, GOOG, GOOGL) accounted for 19.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
WM
市值: $10.8M
Top Position Liquidated / Trimmed
ZTS
前期市值: $844.5K
During Q1 2026, Lyell Wealth Management, LP's top holdings by market value included NVDA (7.4%)、GOOG (5.4%)、GOOGL (3.9%). The largest single position, NVDA, represented 7.4% of total portfolio value.
In Q1 2026, Lyell Wealth Management, LP made 168 total portfolio adjustments, initiating 15 new buys, adding to 72 positions, trimming 69 holdings, and fully liquidating 12 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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