LYELL WEALTH MANAGEMENT, LP
All 13F Filings
- Location
- Menlo Park, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,629,682
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 232 | 1,629,682 | 13F-HR | LYELL WEALTH MANAGEMENT, LP |
| Q1 2026 | 5/7/2026 | 216 | 1,360,781 | 13F-HR | LYELL WEALTH MANAGEMENT, LP |
| Q4 2025 | 2/12/2026 | 213 | 1,380,997 | 13F-HR | LYELL WEALTH MANAGEMENT, LP |
| Q3 2025 | 11/6/2025 | 211 | 1,346,300 | 13F-HR | LYELL WEALTH MANAGEMENT, LP |
| Q2 2025 | 7/29/2025 | 219 | 1,266,070 | 13F-HR | LYELL WEALTH MANAGEMENT, LP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.36 M | 83.5% | 227 K | 0 | 227 K |
| ETFs | 269.5 K | 16.5% | 41.86 K | 0 | 41.86 K |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
1,629,682
Holdings
232
QoQ value change ($000)
268,901
(19.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.