Lyell Wealth Management, LP ETF holdings
Menlo Park, CA
Reported $269.5M in 76 ETFs in its Form 13F for June 30, 2026.
ETF value
$269.5M
ETFs held
76
Change from prior quarter
+18.4%
With price moves
ETFs as a share of its 13F
16.5%
of $1.6B
Top 10 of 76 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SMH | VanEck Semiconductor ETF | $49.9M | 76,152 | −1,753 shares |
| IBDS | iShares iBonds Dec 2027 Term Corporate ETF | $14.4M | 592,813 | +36,130 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $14.1M | 18,915 | +86 shares |
| IBDT | iShares iBonds Dec 2028 Term Corporate ETF | $13.4M | 529,578 | +39,400 shares |
| GLD | SPDR Gold Shares | $12.9M | 34,889 | −1,130 shares |
| IBDU | iShares iBonds Dec 2029 Term Corporate ETF | $12.7M | 546,943 | +42,320 shares |
| XLI | State Street Industrial Select Sector SPDR ETF | $11.5M | 61,942 | +1,239 shares |
| IBDV | iShares iBonds Dec 2030 Term Corporate ETF | $10.7M | 492,598 | +24,600 shares |
| XLV | State Street Health Care Select Sector SPDR ETF | $8.8M | 55,725 | +993 shares |
| VOO | Vanguard S&P 500 ETF | $8.7M | 12,699 | +1,102 shares |
66 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001686444. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Lyell Wealth Management, LP own?
Lyell Wealth Management, LP reported 76 ETF positions worth $269.5M in its Form 13F for June 30, 2026. The largest was SMH, at $49.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.