Badgley Phelps Wealth Managers, LLC

Est. AUM

$5.02B

13F long equity, this entity only

Positions

328

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICROSOFT CORP	COM	$238.2M	643356	4.74%	SOLE
2	NVIDIA CORPORATION	COM	$236.6M	1356572	4.71%	SOLE
3	ISHARES TR	MSCI EAFE ETF	$219.4M	2258978	4.37%	SOLE
4	APPLE INC	COM	$217.1M	855552	4.32%	SOLE
5	VANGUARD INDEX FDS	SMALL CP ETF	$176.4M	673535	3.51%	SOLE
6	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$134.4M	2485963	2.68%	SOLE
7	AMAZON COM INC	COM	$133.8M	642571	2.66%	SOLE
8	ISHARES TR	CORE S&P MCP ETF	$121.4M	1797937	2.42%	SOLE
9	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$117.9M	1839884	2.35%	SOLE
10	ALPHABET INC	CAP STK CL A	$91.7M	318816	1.83%	SOLE
11	ALPHABET INC	CAP STK CL C	$91.3M	318344	1.82%	SOLE
12	COSTCO WHOLESALE CORPORATION	COM	$88.1M	88436	1.75%	SOLE
13	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$87.1M	1463406	1.74%	SOLE
14	ELI LILLY & CO	COM	$85.9M	93356	1.71%	SOLE
15	JPMORGAN CHASE & CO	COM	$81.1M	275805	1.62%	SOLE
16	ISHARES TR	RUS 2000 VAL ETF	$74.0M	390279	1.47%	SOLE
17	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$73.7M	153713	1.47%	SOLE
18	ISHARES TR	RUS 2000 GRW ETF	$70.3M	224148	1.40%	SOLE
19	META PLATFORMS INC	CL A	$69.8M	121934	1.39%	SOLE
20	ISHARES TR	RUS MID CAP ETF	$67.1M	689676	1.34%	SOLE
21	BROADCOM INC	COM	$63.0M	203506	1.25%	SOLE
22	VISA INC	COM CL A	$60.6M	200601	1.21%	SOLE
23	ISHARES TR	RUS 1000 VAL ETF	$53.7M	251502	1.07%	SOLE
24	ISHARES TR	RUS 1000 GRW ETF	$50.2M	117622	1.00%	SOLE
25	SPDR SERIES TRUST	STATE STREET SPD	$49.0M	640610	0.98%	SOLE
26	WALMART INC	COM	$48.9M	392907	0.97%	SOLE
27	VANGUARD INDEX FDS	LARGE CAP ETF	$47.8M	159809	0.95%	SOLE
28	MORGAN STANLEY	COM NEW	$47.7M	289736	0.95%	SOLE
29	LAM RESEARCH CORP	COM NEW	$47.4M	221434	0.94%	SOLE
30	CATERPILLAR INC	COM	$42.9M	60596	0.85%	SOLE
31	COLUMBIA SPORTSWEAR CO	COM	$42.1M	768830	0.84%	SOLE
32	LINDE PLC	SHS	$40.5M	81678	0.81%	SOLE
33	VALERO ENERGY CORP	COM	$40.1M	162236	0.80%	SOLE
34	VANGUARD BD INDEX FDS	INTERMED TERM	$39.7M	514947	0.79%	SOLE
35	JOHNSON & JOHNSON	COM	$39.3M	160944	0.78%	SOLE
36	CISCO SYS INC	COM	$36.4M	469041	0.72%	SOLE
37	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$33.5M	174485	0.67%	SOLE
38	BANK AMERICA CORP	COM	$33.4M	684384	0.66%	SOLE
39	ISHARES TR	RUSSELL 2000 ETF	$33.1M	133502	0.66%	SOLE
40	BOOKING HOLDINGS INC	COM	$32.7M	7759	0.65%	SOLE
41	ISHARES TR	RUS MD CP GR ETF	$31.7M	247050	0.63%	SOLE
42	PARKER-HANNIFIN CORP	COM	$31.6M	35303	0.63%	SOLE
43	PROCTER & GAMBLE CO	COM	$30.0M	207650	0.60%	SOLE
44	HOME DEPOT INC	COM	$29.7M	90415	0.59%	SOLE
45	NISOURCE INC	COM	$29.2M	626099	0.58%	SOLE
46	APPLIED MATLS INC	COM	$28.3M	82748	0.56%	SOLE
47	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$28.2M	341330	0.56%	SOLE
48	PROLOGIS INC.	COM	$28.0M	212162	0.56%	SOLE
49	PALO ALTO NETWORKS INC	COM	$28.0M	174550	0.56%	SOLE
50	CHEVRON CORPORATION	COM	$27.0M	130520	0.54%	SOLE

1–50 of 328

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.