Badgley Phelps Wealth Managers, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 31, 2026, Badgley Phelps Wealth Managers, Llc disclosed 329 stock positions valued at approximately $5.71B as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, APPLE INC, and MICROSOFT CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 329
- Portfolio Value
- $5.71B
Holdings by Sector
Badgley Phelps Wealth Managers, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 4.76% | 1,357,879 | +1,307 | +0.10% | $271,698,059 |
| APPLE INC | AAPL | Technology | 4.37% | 861,390 | +5,838 | +0.68% | $249,251,888 |
| MICROSOFT CORP | MSFT | Technology | 4.23% | 647,049 | +3,693 | +0.57% | $241,362,097 |
| ISHARES TR | EFA | Other | 4.20% | 2,307,217 | +48,239 | +2.14% | $239,673,716 |
| VANGUARD INDEX FDS | VB | Other | 3.47% | 653,239 | -20,296 | -3.01% | $198,009,876 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.69% | 645,446 | +2,875 | +0.45% | $153,835,591 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.65% | 2,538,203 | +52,240 | +2.10% | $151,505,367 |
| ISHARES TR | IJH | Other | 2.46% | 1,821,548 | +23,611 | +1.31% | $140,459,576 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.38% | 1,903,904 | +64,020 | +3.48% | $135,653,134 |
| ALPHABET INC | GOOG | Communication Services | 2.03% | 327,319 | +8,975 | +2.82% | $115,651,456 |
| ALPHABET INC | GOOGL | Communication Services | 1.95% | 311,229 | -7,587 | -2.38% | $111,224,071 |
| ELI LILLY & CO | LLY | Healthcare | 1.95% | 92,643 | -713 | -0.76% | $111,118,667 |
| ISHARES TR | IWO | Other | 1.58% | 228,374 | +4,226 | +1.89% | $89,970,391 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.57% | 274,631 | -1,174 | -0.43% | $89,895,052 |
| LAM RESEARCH CORP | LRCX | Other | 1.56% | 205,801 | -15,633 | -7.06% | $89,227,286 |
| ISHARES TR | IWN | Other | 1.54% | 397,941 | +7,662 | +1.96% | $88,024,550 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 1.54% | 1,489,697 | +26,291 | +1.80% | $87,862,329 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.48% | 90,596 | +2,160 | +2.44% | $84,750,229 |
| BROADCOM INC | AVGO | Technology | 1.37% | 206,427 | +2,921 | +1.44% | $77,977,955 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.34% | 152,894 | -819 | -0.53% | $76,506,629 |
| VISA INC | V | Financial Services | 1.22% | 202,780 | +2,179 | +1.09% | $69,571,937 |
| META PLATFORMS INC | META | Communication Services | 1.20% | 121,778 | -156 | -0.13% | $68,596,290 |
| CATERPILLAR INC | CAT | Industrials | 1.18% | 63,457 | +2,861 | +4.72% | $67,575,885 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.12% | 187,888 | +13,338 | +7.64% | $64,073,704 |
| ISHARES TR | IWD | Other | 1.10% | 259,924 | +8,422 | +3.35% | $63,013,353 |
| ISHARES TR | IWF | Other | 1.10% | 506,793 | +389,171 | +330.87% | $62,928,510 |
| APPLIED MATLS INC | AMAT | Technology | 1.05% | 82,648 | -100 | -0.12% | $59,754,150 |
| MORGAN STANLEY | MS | Financial Services | 1.04% | 283,722 | -6,014 | -2.08% | $59,309,160 |
| ISHARES TR | IWR | Other | 1.00% | 519,161 | -170,515 | -24.72% | $57,273,891 |
| VANGUARD INDEX FDS | VV | Other | 0.98% | 162,359 | +2,550 | +1.60% | $55,836,991 |
Showing 30 of 329 holdings in the latest reporting period.