0001104659-22-012914.txt : 20220208
0001104659-22-012914.hdr.sgml : 20220208
20220207191024
ACCESSION NUMBER: 0001104659-22-012914
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220208
DATE AS OF CHANGE: 20220207
EFFECTIVENESS DATE: 20220208
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: LYELL WEALTH MANAGEMENT, LP
CENTRAL INDEX KEY: 0001686444
IRS NUMBER: 811713122
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17772
FILM NUMBER: 22598896
BUSINESS ADDRESS:
STREET 1: 3000 SAND HILL ROAD, BUILDING ONE
STREET 2: SUITE 135
CITY: MENLO PARK
STATE: CA
ZIP: 94025
BUSINESS PHONE: 650-353-3692
MAIL ADDRESS:
STREET 1: 3000 SAND HILL ROAD, BUILDING ONE
STREET 2: SUITE 135
CITY: MENLO PARK
STATE: CA
ZIP: 94025
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001686444
XXXXXXXX
12-31-2021
12-31-2021
false
LYELL WEALTH MANAGEMENT, LP
3000 Sand Hill Road, Building One
Suite 135
Menlo Park
CA
94025
13F HOLDINGS REPORT
028-17772
N
Kevin Connell
Chief Compliance Officer
650-353-3696
/s/ Kevin Connell
Menlo Park
CA
02-07-2022
0
187
876088
INFORMATION TABLE
2
infotable.xml
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ACCENTURE PLC IRELAND
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ACTIVISION BLIZZARD INC
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CORVEL CORP
COM
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COM
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DEERE & CO
COM
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DEXCOM INC
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DIAGEO PLC
SPON ADR NEW
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DOORDASH INC
CL A
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DRAFTKINGS INC
COM CL A
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PRIME MOBILE PAY
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EXTREME NETWORKS INC
COM
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EXXON MOBIL CORP
COM
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COM
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GUIDEWIRE SOFTWARE INC
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HOME DEPOT INC
COM
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HONEYWELL INTL INC
COM
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IDEXX LABS INC
COM
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ILLINOIS TOOL WKS INC
COM
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COM
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INTEL CORP
COM
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INTUIT
COM
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INTUITIVE SURGICAL INC
COM NEW
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S&P500 EQL WGT
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UNIT SER 1
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IQVIA HLDGS INC
COM
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MSCI JPN ETF NEW
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COM
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LENNAR CORP
CL A
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LILLY ELI & CO
COM
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LOCKHEED MARTIN CORP
COM
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COM
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MAGNA INTL INC
COM
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CL A
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CL A
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MICRON TECHNOLOGY INC
COM
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MICROSOFT CORP
COM
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COM
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COM NEW
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NETFLIX INC
COM
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NEWELL BRANDS INC
COM
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NIKE INC
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NORTHROP GRUMMAN CORP
COM
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COM
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OKTA INC
CL A
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PALO ALTO NETWORKS INC
COM
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PAYPAL HLDGS INC
COM
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PELOTON INTERACTIVE INC
CL A COM
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PEPSICO INC
COM
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PFIZER INC
COM
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PIONEER NAT RES CO
COM
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0
PLAINS ALL AMERN PIPELINE L
UNIT LTD PARTN
726503105
130
13900
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PROCTER AND GAMBLE CO
COM
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QUALCOMM INC
COM
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RAYTHEON TECHNOLOGIES CORP
COM
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ROBERT HALF INTL INC
COM
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SALESFORCE COM INC
COM
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SH
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SCHWAB STRATEGIC TR
US LRG CAP ETF
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SCHWAB STRATEGIC TR
US LCAP GR ETF
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251
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SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
510
6310
SH
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SCHWAB STRATEGIC TR
US REIT ETF
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318
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SPONSORD ADS
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SELECT SECTOR SPDR TR
SBI HEALTHCARE
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SELECT SECTOR SPDR TR
SBI CONS STPLS
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SELECT SECTOR SPDR TR
ENERGY
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SELECT SECTOR SPDR TR
FINANCIAL
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SELECT SECTOR SPDR TR
SBI INT-INDS
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SELECT SECTOR SPDR TR
TECHNOLOGY
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1064
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SH
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SERVICENOW INC
COM
81762P102
16759
25818
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SHOPIFY INC
CL A
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19731
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SH
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0
SNOWFLAKE INC
CL A
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21733
SH
SOLE
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0
0
SONOS INC
COM
83570H108
827
27763
SH
SOLE
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0
0
SPDR GOLD TR
GOLD SHS
78463V107
1389
8125
SH
SOLE
8125
0
0
SPDR S&P 500 ETF TR
TR UNIT
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4938
10364
SH
SOLE
10364
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
1431
2757
SH
SOLE
2757
0
0
SPDR SER TR
S&P BIOTECH
78464A870
6206
55427
SH
SOLE
55427
0
0
STANLEY BLACK & DECKER INC
COM
854502101
7150
37909
SH
SOLE
37909
0
0
STARBUCKS CORP
COM
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7653
65425
SH
SOLE
65425
0
0
STRYKER CORPORATION
COM
863667101
8515
31678
SH
SOLE
31678
0
0
SVB FINANCIAL GROUP
COM
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SH
SOLE
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0
0
SYSCO CORP
COM
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392
4985
SH
SOLE
4985
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
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SH
SOLE
59319
0
0
TARGA RES CORP
COM
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205
3926
SH
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0
TARGET CORP
COM
87612E106
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SH
SOLE
39421
0
0
TE CONNECTIVITY LTD
SHS
H84989104
202
1250
SH
SOLE
1250
0
0
TESLA INC
COM
88160R101
2937
2779
SH
SOLE
2779
0
0
TEXAS INSTRS INC
COM
882508104
333
1766
SH
SOLE
1766
0
0
THE TRADE DESK INC
COM CL A
88339J105
6231
67990
SH
SOLE
67990
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
18336
27469
SH
SOLE
27469
0
0
TOLL BROTHERS INC
COM
889478103
362
5000
SH
SOLE
5000
0
0
TWILIO INC
CL A
90138F102
11115
42206
SH
SOLE
42206
0
0
UBER TECHNOLOGIES INC
COM
90353T100
321
7650
SH
SOLE
7650
0
0
UNION PAC CORP
COM
907818108
10057
39920
SH
SOLE
39920
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
974
4543
SH
SOLE
4543
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
275
548
SH
SOLE
548
0
0
UNITY SOFTWARE INC
COM
91332U101
1482
10362
SH
SOLE
10362
0
0
VANECK ETF TRUST
SEMICONDUCTR ETF
92189F676
8380
27138
SH
SOLE
27138
0
0
VANECK MERK GOLD TR
GOLD TRUST
921078101
514
28895
SH
SOLE
28895
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
202
2503
SH
SOLE
2503
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
335
767
SH
SOLE
767
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
234
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SH
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2015
0
0
VANGUARD INDEX FDS
MID CAP ETF
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522
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SH
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0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
373
1161
SH
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0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1156
5113
SH
SOLE
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0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
458
1895
SH
SOLE
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0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
339
6853
SH
SOLE
6853
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
1136
13977
SH
SOLE
13977
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
3659
39450
SH
SOLE
39450
0
0
VEEVA SYS INC
CL A COM
922475108
13354
52272
SH
SOLE
52272
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
5304
102071
SH
SOLE
102071
0
0
VISA INC
COM CL A
92826C839
9703
44773
SH
SOLE
44773
0
0
WALMART INC
COM
931142103
215
1479
SH
SOLE
1479
0
0
WESTPORT FUEL SYSTEMS INC
COM NEW
960908309
153
64500
SH
SOLE
64500
0
0
WEYERHAEUSER CO MTN BE
COM NEW
962166104
542
13164
SH
SOLE
13164
0
0
WORKDAY INC
CL A
98138H101
24500
89683
SH
SOLE
89683
0
0
XILINX INC
COM
983919101
2892
13641
SH
SOLE
13641
0
0
ZOETIS INC
CL A
98978V103
12314
50459
SH
SOLE
50459
0
0
ZOOM VIDEO COMMUNICATIONS IN
CL A
98980L101
6242
33939
SH
SOLE
33939
0
0