Badgley Phelps Wealth Managers, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 22, 2026, Badgley Phelps Wealth Managers, Llc disclosed 341 stock positions valued at approximately $5.80B as of quarter-end September 30, 2026. The largest holdings include MICROSOFT CORP, NVIDIA CORPORATION, and APPLE INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 341
- Portfolio Value
- $5.80B
Holdings by Sector
Badgley Phelps Wealth Managers, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 5.78% | 653,644 | +6,595 | +1.02% | $335,253,953 |
| NVIDIA CORPORATION | NVDA | Technology | 5.31% | 1,347,557 | -10,322 | -0.76% | $308,070,580 |
| APPLE INC | AAPL | Technology | 5.27% | 918,925 | +57,535 | +6.68% | $306,020,353 |
| ISHARES TR | EFA | Other | 4.26% | 2,377,689 | +70,472 | +3.05% | $247,018,124 |
| VANGUARD INDEX FDS | VB | Other | 3.05% | 621,985 | -31,254 | -4.78% | $176,948,374 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.77% | 646,070 | +624 | +0.10% | $160,968,332 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.64% | 2,586,011 | +47,808 | +1.88% | $153,376,329 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.37% | 1,947,690 | +43,786 | +2.30% | $137,526,383 |
| ISHARES TR | IJH | Other | 2.22% | 1,792,179 | -29,369 | -1.61% | $128,947,300 |
| ALPHABET INC | GOOG | Communication Services | 2.00% | 339,813 | +12,494 | +3.82% | $115,787,724 |
| ELI LILLY & CO | LLY | Healthcare | 1.85% | 92,535 | -108 | -0.12% | $107,070,680 |
| ALPHABET INC | GOOGL | Communication Services | 1.82% | 307,656 | -3,573 | -1.15% | $105,858,152 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.55% | 271,308 | -3,323 | -1.21% | $89,756,820 |
| META PLATFORMS INC | META | Communication Services | 1.53% | 122,656 | +878 | +0.72% | $88,947,705 |
| ISHARES TR | IWN | Other | 1.45% | 402,223 | +4,282 | +1.08% | $84,245,608 |
| ISHARES TR | IWO | Other | 1.42% | 230,637 | +2,263 | +0.99% | $82,314,500 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 1.40% | 1,436,960 | -52,737 | -3.54% | $81,418,130 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.40% | 89,069 | -1,527 | -1.69% | $81,082,733 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.30% | 151,285 | -1,609 | -1.05% | $75,332,366 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.26% | 184,584 | -3,304 | -1.76% | $73,337,230 |
| VISA INC | V | Financial Services | 1.25% | 202,561 | -219 | -0.11% | $72,786,248 |
| BROADCOM INC | AVGO | Technology | 1.24% | 204,618 | -1,809 | -0.88% | $71,859,641 |
| ISHARES TR | IWF | Other | 1.17% | 543,805 | +37,012 | +7.30% | $68,116,966 |
| ISHARES TR | IWD | Other | 1.13% | 263,706 | +3,782 | +1.46% | $65,380,653 |
| LAM RESEARCH CORP | LRCX | Technology | 1.12% | 197,840 | -7,961 | -3.87% | $65,050,242 |
| VANGUARD INDEX FDS | VV | Other | 1.00% | 165,511 | +3,152 | +1.94% | $58,234,922 |
| VALERO ENERGY CORP | VLO | Energy | 0.99% | 148,691 | -6,769 | -4.35% | $57,634,047 |
| SPDR SERIES TRUST | SPLG | Other | 0.96% | 622,019 | -986 | -0.16% | $55,832,428 |
| ISHARES TR | IWR | Other | 0.96% | 519,727 | +566 | +0.11% | $55,460,116 |
| MORGAN STANLEY | MS | Financial Services | 0.91% | 280,044 | -3,678 | -1.30% | $52,670,676 |
Showing 30 of 341 holdings in the latest reporting period.