LYELL WEALTH MANAGEMENT, LP - Portfolio overview

LYELL WEALTH MANAGEMENT, LP has 228 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION COM, 7.32%
2. GOOG - ALPHABET INC CAP STK CL C, 5.29%
3. GOOGL - ALPHABET INC CAP STK CL A, 3.80%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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