Badgley Phelps Wealth Managers, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Badgley Phelps Wealth Managers, LLC 13F Holdings
CIK 0001895362 · SEATTLE, WA
As of Sep 30, 2025, Badgley Phelps Wealth Managers, LLC reported
296 positions worth $4.7B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| MICROSOFT CORP | MSFT | Technology | 609,028 | $315.4M | 6.69% |
| NVIDIA CORP | NVDA | Technology | 1,275,194 | $237.9M | 5.05% |
| ISHARES MSCI EAFE ETF | EFA | — | 2,189,030 | $204.4M | 4.33% |
| APPLE INC | AAPL | Technology | 792,020 | $201.7M | 4.28% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 563,504 |
|
43.7M3.05% |
| AMAZON.COM INC | AMZN | Equity | 604,536 |
32.7M | 2.81% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 2,076,732 |
12.5M | 2.39% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 1,711,617 |
11.7M | 2.37% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 1,798,505 |
07.8M | 2.29% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 295,818 | $93.3M | 1.98% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 1,508,713 | $90.6M | 1.92% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 89,070 | $82.4M | 1.75% |
| META PLATFORMS INC | META | Communication Services | 110,626 | $81.2M | 1.72% |
| ALPHABET INC | GOOG | Equity | 303,970 | $74.0M | 1.57% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 141,812 | $71.3M | 1.51% |
| ALPHABET INC | GOOGL | Equity | 285,576 | $69.4M | 1.47% |
| ISHARES RUSSELL 2000 GROWTH ETF | IWO | — | 216,694 | $69.4M | 1.47% |
| VISA INC-CLASS A SHARES | V | Financial Services | 200,308 | $68.4M | 1.45% |
| ISHARES RUSSELL 2000 VALUE ETF | IWN | — | 374,531 | $66.2M | 1.40% |
| ELI LILLY & CO | LLY | Healthcare | 84,051 | $64.1M | 1.36% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 661,290 | $63.8M | 1.35% |
| BROADCOM INC | AVGO | Technology | 176,863 | $58.3M | 1.24% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 672,866 | $52.7M | 1.12% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 111,052 | $52.0M | 1.10% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 166,611 | $51.4M | 1.09% |