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Kevin Connell

Lyell Wealth Management, Lp

Assets Managed
$1.361B
Holdings
216
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
-1.46%(2Q avg: 0.56%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lyell Wealth Management, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 216 positions.

Assets under management

The assets under management (AUM) of Lyell Wealth Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.361B in assets, with a quarterly growth rate of -1.46% and a 2-quarter average growth rate of 0.56%. The portfolio is managed by Kevin Connell, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -0.3%
7.42%
$100.966M
578,932 shares@ $174.41 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 197.74%
5.36%
$72.901M
254,135 shares@ $286.87 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.13%
3.85%
$52.334M
181,994 shares@ $287.57 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.3%
3.44%
$46.773M
184,296 shares@ $253.8 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.46%
2.69%
$36.539M
175,441 shares@ $208.27 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.37%
2.52%
$34.236M
92,487 shares@ $370.17 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 1.87%
2.32%
$31.534M
55,116 shares@ $572.13 avg price
SMH
Vaneck Semiconductor Etf
Recent Activity
Increased 0.31%
2.2%
$29.869M
77,905 shares@ $383.4 avg price
COST
Costco Wholesale Corp
Recent Activity
Increased 1.29%
2.19%
$29.767M
29,874 shares@ $996.44 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.23%
2.18%
$29.586M
100,578 shares@ $294.17 avg price

1-10 of 216