LYELL WEALTH MANAGEMENT, LP

MENLO PARK, CA · CIK 1686444 · 13F filing filed 2026-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAtherton, CA

$1.6bn reported value +19.8% vs Q1 2026

232positions

36.5%in top 10

27 new 87 added 73 reduced 11 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	576,081	$115.3m7.07%	7.07%	Reduced -2.9k	-2,851 -0.5%
2	ALPHABET INC CAP STK CL C GOOG	GOOG	254,136	$89.8m5.51%	5.51%	Added +1	+1 0.0%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	183,316	$65.5m4.02%	4.02%	Added +1.3k	+1,322 0.7%
4	PALO ALTO NETWORKS INC COM PANW	PANW	173,721	$59.2m3.64%	3.64%	Added +3.4k	+3,447 2.0%
5	APPLE INC COM AAPL	AAPL	185,015	$53.5m3.29%	3.29%	Added +719	+719 0.4%
6	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	76,152	$49.9m3.06%	3.06%	Reduced -1.8k	-1,753 -2.2%
7	AMAZON COM INC COM AMZN	AMZN	177,700	$42.4m2.60%	2.60%	Added +2.3k	+2,259 1.3%
8	ADVANCED MICRO DEVICES INC COM AMD	AMD	69,499	$40.4m2.48%	2.48%	Reduced -8.0k	-7,987 -10.3%
9	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	19,930	$39.6m2.43%	2.43%	Reduced -207	-207 -1.0%
10	CATERPILLAR INC COM CAT	CAT	36,103	$38.4m2.36%	2.36%	Reduced -891	-891 -2.4%
11	MICROSOFT CORP COM MSFT	MSFT	93,697	$35.0m2.14%	2.14%	Added +1.2k	+1,210 1.3%
12	JPMORGAN CHASE & CO COM JPM	JPM	103,574	$33.9m2.08%	2.08%	Added +3.0k	+2,996 3.0%
13	AMPHENOL CORP CL A APH	APH	190,149	$33.5m2.06%	2.06%	Added +563	+563 0.3%
14	VERTIV HOLDINGS CO COM CL A VRT	VRT	97,138	$32.5m2.00%	2.00%	Reduced -7.8k	-7,820 -7.5%
15	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	66,578	$31.8m1.95%	1.95%	Reduced -1.4k	-1,401 -2.1%
16	META PLATFORMS INC CL A META	META	56,248	$31.7m1.94%	1.94%	Added +1.1k	+1,132 2.0%
17	QUANTA SVCS INC COM PWR	PWR	39,309	$28.3m1.74%	1.74%	Reduced -398	-398 -1.0%
18	COSTCO WHSL CORP NEW COM COST	COST	30,240	$28.3m1.74%	1.74%	Added +366	+366 1.2%
19	MORGAN STANLEY COM NEW MS	MS	111,062	$23.2m1.42%	1.42%	Added +1.1k	+1,066 1.0%
20	D R HORTON INC COM DHI	DHI	126,420	$20.6m1.26%	1.26%	Added +35	+35 0.0%
21	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	52,693	$19.8m1.21%	1.21%	Added +333	+333 0.6%
22	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	167,421	$19.1m1.17%	1.17%	Added +2.5k	+2,505 1.5%
23	EXTREME NETWORKS COM EXTR	EXTR	582,345	$18.9m1.16%	1.16%	Unchanged
24	VISA INC COM CL A V	V	53,002	$18.2m1.12%	1.12%	Reduced -197	-197 -0.4%
25	TOLL BROTHERS INC COM TOL	TOL	105,787	$17.4m1.07%	1.07%	Added +5.6k	+5,606 5.6%
26	BROADCOM INC COM AVGO	AVGO	46,015	$17.4m1.07%	1.07%	Added +6.2k	+6,166 15.5%
27	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	34,479	$17.3m1.06%	1.06%	Reduced -67	-67 -0.2%
28	HOME DEPOT INC COM HD	HD	47,689	$16.8m1.03%	1.03%	Added +1.7k	+1,676 3.6%
29	DELL TECHNOLOGIES INC CL C DELL	DELL	37,835	$16.3m1.00%	1.00%	Added +10.6k	+10,645 39.1%
30	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	39,001	$15.5m0.95%	0.95%	Added +1.8k	+1,809 4.9%
31	NETFLIX INC COM NFLX	NFLX	213,528	$15.2m0.94%	0.94%	Added +2.8k	+2,781 1.3%
32	SNOWFLAKE INC CL A SNOW	SNOW	57,775	$14.7m0.90%	0.90%	Reduced -5.8k	-5,776 -9.1%
33	WALMART INC COM WMT	WMT	129,683	$14.7m0.90%	0.90%	Added +4.1k	+4,068 3.2%
34	ISHARES TR IBONDS 27 ETF IBDS	IBDS	592,813	$14.4m0.88%	0.88%	Added +36.1k	+36,130 6.5%
35	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	18,915	$14.1m0.87%	0.87%	Added +86	+86 0.5%
36	UBER TECHNOLOGIES INC COM UBER	UBER	192,912	$13.9m0.85%	0.85%	Reduced -3.8k	-3,756 -1.9%
37	CLOUDFLARE INC CL A COM NET	NET	55,907	$13.7m0.84%	0.84%	Added +1.9k	+1,873 3.5%
38	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	529,578	$13.4m0.82%	0.82%	Added +39.4k	+39,400 8.0%
39	DEERE & CO COM DE	DE	20,668	$13.1m0.80%	0.80%	Added +1.4k	+1,364 7.1%
40	SPDR GOLD TR GOLD SHS GLD	GLD	34,889	$12.9m0.79%	0.79%	Reduced -1.1k	-1,130 -3.1%
41	ISHARES TR IBONDS DEC 29 IBDU	IBDU	546,943	$12.7m0.78%	0.78%	Added +42.3k	+42,320 8.4%
42	WASTE MGMT INC DEL COM WM	WM	55,561	$12.4m0.76%	0.76%	Added +8.4k	+8,403 17.8%
43	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	24,228	$12.1m0.74%	0.74%	Added +150	+150 0.6%
44	IDEXX LABS INC COM IDXX	IDXX	22,660	$11.9m0.73%	0.73%	Added +143	+143 0.6%
45	STRYKER CORPORATION COM SYK	SYK	36,756	$11.6m0.71%	0.71%	Reduced -209	-209 -0.6%
46	SELECT SECTOR SPDR TR INDL XLI	XLI	61,942	$11.5m0.70%	0.70%	Added +1.2k	+1,239 2.0%
47	TJX COS INC NEW COM TJX	TJX	72,050	$10.9m0.67%	0.67%	Added +17.2k	+17,217 31.4%
48	ISHARES TR IBONDS DEC 2030 IBDV	IBDV	492,598	$10.7m0.66%	0.66%	Added +24.6k	+24,600 5.3%
49	FREEPORT-MCMORAN INC CL B FCX	FCX	164,798	$10.4m0.64%	0.64%	Added +43.6k	+43,636 36.0%
50	MASTERCARD INCORPORATED CL A MA	MA	19,629	$10.1m0.62%	0.62%	Added +115	+115 0.6%
51	SERVICENOW INC COM NOW	NOW	91,809	$9.1m0.56%	0.56%	Reduced -22.6k	-22,637 -19.8%
52	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	55,725	$8.8m0.54%	0.54%	Added +993	+993 1.8%
53	BLACKROCK INC COM BLK	BLK	9,138	$8.8m0.54%	0.54%	Added +637	+637 7.5%
54	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	12,699	$8.7m0.54%	0.54%	Added +1.1k	+1,102 9.5%
55	UNION PAC CORP COM UNP	UNP	31,590	$8.6m0.53%	0.53%	Added +1.5k	+1,521 5.1%
56	ISHARES TR IBONDS DEC2026 IBDR	IBDR	350,401	$8.5m0.52%	0.52%	Reduced -115.9k	-115,878 -24.9%
57	ISHARES TR IBONDS DEC 2031 IBDW	IBDW	369,802	$7.7m0.47%	0.47%	Added +20.2k	+20,225 5.8%
58	ISHARES TR IBONDS DEC 2032 IBDX	IBDX	266,910	$6.7m0.41%	0.41%	Added +2.4k	+2,395 0.9%
59	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	33,020	$6.3m0.39%	0.39%	Added +1.2k	+1,212 3.8%
60	HONEYWELL INTL INC COM HON	HON	27,617	$6.2m0.38%	0.38%	New
61	HONEYWELL AEROSPACE INC COM HONA	HONA	27,617	$6.1m0.37%	0.37%	New
62	ISHARES TR CORE S&P SCP ETF IJR	IJR	39,190	$5.8m0.36%	0.36%	Added +3.5k	+3,500 9.8%
63	BLUE OWL CAPITAL INC COM CL A OWL	OWL	662,107	$5.8m0.36%	0.36%	Reduced -63.0k	-63,029 -8.7%
64	INTUIT COM INTU	INTU	21,838	$5.7m0.35%	0.35%	Reduced -7.0k	-6,994 -24.3%
65	TESLA INC COM TSLA	TSLA	13,323	$5.6m0.34%	0.34%	Added +8.1k	+8,123 156.2%
66	T-MOBILE US INC COM TMUS	TMUS	32,736	$5.5m0.34%	0.34%	Reduced -9.0k	-8,962 -21.5%
67	ISHARES TR IBONDS DEC 2033 IBDY	IBDY	204,795	$5.3m0.32%	0.32%	Added +23.4k	+23,350 12.9%
68	ABBOTT LABS COM ABT	ABT	56,357	$5.1m0.31%	0.31%	Reduced -8.1k	-8,144 -12.6%
69	VEEVA SYS INC CL A COM VEEV	VEEV	26,935	$4.8m0.29%	0.29%	Reduced -10.9k	-10,895 -28.8%
70	ISHARES TR IBONDS DEC 2034 IBDZ	IBDZ	181,335	$4.7m0.29%	0.29%	Added +52.5k	+52,500 40.8%
71	BANK AMERICA CORP COM BAC	BAC	75,268	$4.3m0.26%	0.26%	Added +485	+485 0.7%
72	SPDR SER TR S&P BIOTECH XBI	XBI	26,881	$4.3m0.26%	0.26%	Added +14.7k	+14,673 120.2%
73	ISHARES TR CORE S&P500 ETF IVV	IVV	5,501	$4.1m0.25%	0.25%	Unchanged
74	CHEVRON CORP NEW COM CVX	CVX	23,112	$3.8m0.24%	0.24%	Reduced -1.8k	-1,846 -7.4%
75	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	135,998	$3.8m0.23%	0.23%	Added +34.0k	+34,016 33.4%
76	ISHARES TR ISHARES BIOTECH IBB	IBB	19,548	$3.7m0.23%	0.23%	Added +2.0k	+1,978 11.3%
77	DIGITAL RLTY TR INC COM DLR	DLR	20,295	$3.6m0.22%	0.22%	Reduced -3.4k	-3,350 -14.2%
78	ELI LILLY & CO COM LLY	LLY	2,847	$3.4m0.21%	0.21%	Added +123	+123 4.5%
79	MICRON TECHNOLOGY INC COM MU	MU	2,880	$3.3m0.20%	0.20%	Reduced -573	-573 -16.6%
80	GUIDEWIRE SOFTWARE INC COM GWRE	GWRE	26,780	$3.3m0.20%	0.20%	Reduced -150	-150 -0.6%
81	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	14,773	$3.1m0.19%	0.19%	Reduced -2.2k	-2,227 -13.1%
82	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	4,080	$3.1m0.19%	0.19%	New
83	DISNEY WALT CO COM DIS	DIS	31,340	$3.0m0.19%	0.19%	Reduced -2.3k	-2,306 -6.8%
84	ISHARES TR RUSSELL 2000 ETF IWM	IWM	9,974	$3.0m0.18%	0.18%	Added +478	+478 5.0%
85	NASDAQ INC COM NDAQ	NDAQ	37,450	$3.0m0.18%	0.18%	Added +5.6k	+5,555 17.4%
86	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	3,508	$2.6m0.16%	0.16%	Reduced -24	-24 -0.7%
87	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	18,860	$2.6m0.16%	0.16%	New
88	ISHARES TR CORE S&P MCP ETF IJH	IJH	32,385	$2.5m0.15%	0.15%	Unchanged
89	BALL CORP COM BALL	BALL	39,605	$2.5m0.15%	0.15%	Added +6.2k	+6,238 18.7%
90	SCHLUMBERGER LTD COM STK SLB	SLB	52,359	$2.4m0.15%	0.15%	Reduced -11.9k	-11,930 -18.6%
91	ISHARES TR TIPS BD ETF TIP	TIP	21,416	$2.3m0.14%	0.14%	Added +33	+33 0.1%
92	VANECK MERK GOLD ETF GOLD SHS OUNZ	OUNZ	59,265	$2.3m0.14%	0.14%	Reduced -24.0k	-23,980 -28.8%
93	CISCO SYS INC COM CSCO	CSCO	18,905	$2.2m0.14%	0.14%	Added +2.6k	+2,629 16.1%
94	CHUBB LIMITED COM CB	CB	6,446	$2.2m0.13%	0.13%	New
95	JOHNSON & JOHNSON COM JNJ	JNJ	8,500	$2.2m0.13%	0.13%	Added +157	+157 1.9%
96	SELECT SECTOR SPDR TR ENERGY XLE	XLE	39,708	$2.1m0.13%	0.13%	Reduced -4.2k	-4,224 -9.6%
97	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	16,824	$2.1m0.13%	0.13%	Reduced -3.9k	-3,948 -19.0%
98	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	3,178	$2.0m0.12%	0.12%	Added +869	+869 37.6%
99	ISHARES TR MSCI EAFE ETF EFA	EFA	19,286	$2.0m0.12%	0.12%	Reduced -55	-55 -0.3%
100	WORKDAY INC CL A WDAY	WDAY	16,125	$2.0m0.12%	0.12%	Reduced -13.0k	-13,047 -44.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		25,518	$11.5m25.5k shares
EXXON MOBIL CORP XOM	XOM	19,813	$3.4m19.8k shares
THE TRADE DESK INC TTD	TTD	40,000	$907.6k40.0k shares
NIKE INC NKE	NKE	9,038	$477.4k9.0k shares
BROADRIDGE FINL SOLUTIONS IN BR	BR	2,297	$373.2k2.3k shares
BRISTOL-MYERS SQUIBB CO BMY	BMY	5,595	$339.3k5.6k shares
ISHARES TR IWV	IWV	900	$333.6k900 shares
TRIP COM GROUP LTD TCOM	TCOM	5,062	$252.0k5.1k shares
SCHWAB STRATEGIC TR FNDX	FNDX	7,888	$219.7k7.9k shares
BARCLAYS BANK PLC DJP	DJP	4,370	$210.4k4.4k shares
BNY MELLON ETF TRUST II BKMS	BKMS	8,019	$204.6k8.0k shares