LYELL WEALTH MANAGEMENT, LP
All 13F Filings
- Location
- Menlo Park, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,360,781
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 1.133 M | 83.3% | 0 | 33.9 K | -33.9 K |
| ETFs | 227.7 K | 16.7% | 13.67 K | 0 | 13.67 K |
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Fund Snapshot
Q1 2026
Latest filed
5/7/2026
Total value ($000)
1,360,781
Holdings
216
QoQ value change ($000)
-20,216
(-1.5%)
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.