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
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
MICROSOFT CORPMSFTTechnology5.78%653,644+6,595+1.02%$335,253,953
NVIDIA CORPORATIONNVDATechnology5.31%1,347,557-10,322-0.76%$308,070,580
APPLE INCAAPLTechnology5.27%918,925+57,535+6.68%$306,020,353
ISHARES TREFAOther4.26%2,377,689+70,472+3.05%$247,018,124
VANGUARD INDEX FDSVBOther3.05%621,985-31,254-4.78%$176,948,374
AMAZON COM INCAMZNConsumer Cyclical2.77%646,070+624+0.10%$160,968,332
VANGUARD INTL EQUITY INDEX FVWOOther2.64%2,586,011+47,808+1.88%$153,376,329
VANGUARD TAX-MANAGED FDSVEAOther2.37%1,947,690+43,786+2.30%$137,526,383
ISHARES TRIJHOther2.22%1,792,179-29,369-1.61%$128,947,300
ALPHABET INCGOOGCommunication Services2.00%339,813+12,494+3.82%$115,787,724
ELI LILLY & COLLYHealthcare1.85%92,535-108-0.12%$107,070,680
ALPHABET INCGOOGLCommunication Services1.82%307,656-3,573-1.15%$105,858,152
JPMORGAN CHASE & COJPMFinancial Services1.55%271,308-3,323-1.21%$89,756,820
META PLATFORMS INCMETACommunication Services1.53%122,656+878+0.72%$88,947,705
ISHARES TRIWNOther1.45%402,223+4,282+1.08%$84,245,608
ISHARES TRIWOOther1.42%230,637+2,263+0.99%$82,314,500
VANGUARD SCOTTSDALE FDSVGITOther1.40%1,436,960-52,737-3.54%$81,418,130
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive1.40%89,069-1,527-1.69%$81,082,733
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services1.30%151,285-1,609-1.05%$75,332,366
PALO ALTO NETWORKS INCPANWTechnology1.26%184,584-3,304-1.76%$73,337,230
VISA INCVFinancial Services1.25%202,561-219-0.11%$72,786,248
BROADCOM INCAVGOTechnology1.24%204,618-1,809-0.88%$71,859,641
ISHARES TRIWFOther1.17%543,805+37,012+7.30%$68,116,966
ISHARES TRIWDOther1.13%263,706+3,782+1.46%$65,380,653
LAM RESEARCH CORPLRCXTechnology1.12%197,840-7,961-3.87%$65,050,242
VANGUARD INDEX FDSVVOther1.00%165,511+3,152+1.94%$58,234,922
VALERO ENERGY CORPVLOEnergy0.99%148,691-6,769-4.35%$57,634,047
SPDR SERIES TRUSTSPLGOther0.96%622,019-986-0.16%$55,832,428
ISHARES TRIWROther0.96%519,727+566+0.11%$55,460,116
MORGAN STANLEYMSFinancial Services0.91%280,044-3,678-1.30%$52,670,676
Showing 30 of 341 holdings in the latest reporting period.