Badgley Phelps Wealth Managers, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Badgley Phelps Wealth Managers, LLC held in its portfolio 321 assets valued at $5,459,949,337 (i.e. $5.46B).

The most valuable assets in the portfolio included: MICROSOFT CORP ($331.83M), APPLE INC ($266.37M), and NVIDIA CORPORATION ($259.25M).

The chart below shows the top 10 valuable assets, and the table below shows the top 321 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Badgley Phelps Wealth Managers, LLC Portfolio
MICROSOFT CORP
APPLE INC
NVIDIA CORPORATION
ISHARES TR
VANGUARD INDEX FDS
AMAZON COM INC
VANGUARD INTL EQUITY INDEX F
ISHARES TR
VANGUARD TAX-MANAGED FDS
ALPHABET INC
Badgley Phelps Wealth Managers, LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
MICROSOFT CORP 686132 331827098 COM
APPLE INC 979816 266372811 COM
NVIDIA CORPORATION 1390053 259244846 COM
ISHARES TR 2261770 217197747 MSCI EAFE ETF
VANGUARD INDEX FDS 765825 197544439 SMALL CP ETF
AMAZON COM INC 671032 154887607 COM
VANGUARD INTL EQUITY INDEX F 2416439 129907786 FTSE EMR MKT ETF
ISHARES TR 1787803 117994981 CORE S&P MCP ETF
VANGUARD TAX-MANAGED FDS 1822448 113848348 VAN FTSE DEV MKT
ALPHABET INC 363083 113645067 CAP STK CL A
ELI LILLY & CO 103516 111246970 COM
JPMORGAN CHASE & CO. 321602 103626577 COM
ALPHABET INC 328627 103123317 CAP STK CL C
VANGUARD SCOTTSDALE FDS 1457143 87326556 INTER TERM TREAS
META PLATFORMS INC 131450 86768886 CL A
COSTCO WHSL CORP NEW 91034 78502670 COM
BERKSHIRE HATHAWAY INC DEL 149371 75081334 CL B NEW
ISHARES TR 223021 72038154 RUS 2000 GRW ETF
VISA INC 203025 71202966 COM CL A
ISHARES TR 386692 70072459 RUS 2000 VAL ETF
ISHARES TR 684261 65873850 RUS MID CAP ETF
BROADCOM INC 186902 64686815 COM
SPDR SERIES TRUST 881543 62716533 STATE STREET SPD
ISHARES TR 284280 59795452 RUS 1000 VAL ETF
ISHARES TR 240746 59262041 RUSSELL 2000 ETF
ISHARES TR 119684 56646564 RUS 1000 GRW ETF
MORGAN STANLEY 295948 52539650 COM NEW
LAM RESEARCH CORP 304534 52195984 COM NEW
VANGUARD INDEX FDS 158440 49876933 LARGE CAP ETF
BOOKING HOLDINGS INC 8947 47914138 COM
WALMART INC 409667 45640946 COM
COLUMBIA SPORTSWEAR CO 768830 42354871 COM
CATERPILLAR INC 71597 41015812 COM
LINDE PLC 95869 40877584 SHS
VANGUARD BD INDEX FDS 513513 39992425 INTERMED TERM
JOHNSON & JOHNSON 188631 39037320 COM
BANK AMERICA CORP 706499 38857453 COM
CISCO SYS INC 477576 36787670 COM
HOME DEPOT INC 105559 36323008 COM
SERVICENOW INC 224120 34332944 COM
ISHARES TR 240319 32909304 RUS MD CP GR ETF
INVESCO EXCHANGE TRADED FD T 170347 32631607 S&P500 EQL WGT
DANAHER CORPORATION 140047 32097364 COM
PALO ALTO NETWORKS INC 172361 31748897 COM
PARKER-HANNIFIN CORP 35782 31450947 COM
THERMO FISHER SCIENTIFIC INC 52349 30349760 COM
TESLA INC 67053 30155076 COM
SALESFORCE INC 113135 30010507 COM
PROCTER AND GAMBLE CO 205362 29430434 COM
VANGUARD SCOTTSDALE FDS 337926 28301329 INT-TERM CORP
STRYKER CORPORATION 79233 27902571 COM
PROLOGIS INC. 214002 27319496 COM
MCKESSON CORP 31033 25480174 COM
VALERO ENERGY CORP 154856 25208979 COM
ORACLE CORP 128816 25107609 COM
NISOURCE INC 592980 24762846 COM
ISHARES TR 171939 24251968 RUS MDCP VAL ETF
CHUBB LIMITED 76239 23867024 COM
MARSH & MCLENNAN COS INC 126911 23544530 COM
COCA COLA CO 331941 23205989 COM
UNION PAC CORP 100145 23165517 COM
GE AEROSPACE 71277 21980487 COM NEW
MEDTRONIC PLC 226669 21921112 SHS
APPLIED MATLS INC 83127 21362875 COM
CROWN HLDGS INC 206215 21233912 COM
SPDR S&P 500 ETF TR 29883 20428471 TR UNIT
KKR & CO INC 157613 20092507 COM
CHEVRON CORP NEW 130996 19965078 COM
J P MORGAN EXCHANGE TRADED F 255467 19129390 INTRNL RES EQT
ISHARES TR 51203 19121370 RUS 1000 ETF
OREILLY AUTOMOTIVE INC 205837 18774393 COM
QUANTA SVCS INC 43876 18518318 COM
MCDONALDS CORP 60221 18405319 COM
NEXTERA ENERGY INC 229155 18396537 COM
HONEYWELL INTL INC 92539 18053338 COM
RTX CORPORATION 98168 18004012 COM
PACCAR INC 158086 17532655 COM
TJX COS INC NEW 112086 17217528 COM
EOG RES INC 162527 17066916 COM
ADOBE INC 47993 16797071 COM
BARCLAYS BANK PLC 443874 16694102 DJUBS CMDT ETN36
MONDELEZ INTL INC 306100 16618670 CL A
L3HARRIS TECHNOLOGIES INC 56509 16589376 COM
DISNEY WALT CO 141036 16139988 COM
UNITED RENTALS INC 19575 15842440 COM
ECOLAB INC 60096 15813487 COM
MASTERCARD INCORPORATED 26414 15079401 CL A
GILEAD SCIENCES INC 122292 15010121 COM
PEPSICO INC 103071 14887213 COM
INTERNATIONAL BUSINESS MACHS 49797 14750312 COM
SHERWIN WILLIAMS CO 45197 14645185 COM
VANGUARD INTL EQUITY INDEX F 197001 14491373 ALLWRLD EX US
NETFLIX INC 153472 14389535 COM
J P MORGAN EXCHANGE TRADED F 248517 13991519 BETABUILDERS DEV
EATON CORP PLC 43855 13968257 SHS
EXXON MOBIL CORP 115467 13895252 COM
SCHWAB CHARLES CORP 138624 13849967 COM
VANGUARD INDEX FDS 40991 13742898 TOTAL STK MKT
INTUITIVE SURGICAL INC 22794 12909611 COM NEW
UNITED PARCEL SERVICE INC 129268 12822093 CL B
MERCK & CO INC 119662 12700242 COM
COGNIZANT TECHNOLOGY SOLUTIO 150802 12516566 CL A
VERTIV HOLDINGS CO 77150 12499073 COM CL A
SYNOPSYS INC 26027 12225403 COM
TRIMBLE INC 155149 12155925 COM
MONSTER BEVERAGE CORP NEW 157454 12071999 COM
ISHARES TR 110120 11821399 INTRM GOV CR ETF
COSTAR GROUP INC 166253 11178852 COM
UNITEDHEALTH GROUP INC 33326 11001196 COM
AMERICAN TOWER CORP NEW 61763 10948214 COM
ISHARES TR 195990 10722613 MSCI EMG MKT ETF
MARVELL TECHNOLOGY INC 125051 10626835 COM
BOSTON SCIENTIFIC CORP 109712 10461040 COM
CINTAS CORP 49450 9300063 COM
GE HEALTHCARE TECHNOLOGIES I 110181 9037063 COMMON STOCK
UBER TECHNOLOGIES INC 102395 8366696 COM
BERKSHIRE HATHAWAY INC DEL 11 8302800 CL A
TEXAS INSTRS INC 47015 8156676 COM
AMPHENOL CORP NEW 60236 8154962 CL A
PUBLIC SVC ENTERPRISE GRP IN 99317 7975156 COM
ISHARES TR 11293 7734918 CORE S&P500 ETF
T-MOBILE US INC 35587 7225666 COM
S&P GLOBAL INC 13622 7118722 COM
SPDR S&P MIDCAP 400 ETF TR 11478 6948724 UTSER1 S&PDCRP
METLIFE INC 85581 6755765 COM
TD SYNNEX CORPORATION 44634 6705367 COM
BECTON DICKINSON & CO 31373 6088560 COM
FORTIVE CORP 109386 6039202 COM
THE CIGNA GROUP 21593 5943042 COM
VANGUARD SCOTTSDALE FDS 61041 5634121 VNG RUS1000VAL
STARBUCKS CORP 61117 5146652 COM
EQUINIX INC 6339 4856689 COM
AMGEN INC 14808 4846807 COM
GUIDEWIRE SOFTWARE INC 23841 4792280 COM
NIKE INC 74033 4738758 CL B
LENNAR CORP 45625 4690251 CL A
OMEROS CORP 263556 4526575 COM
VANGUARD INDEX FDS 15017 4358150 MID CAP ETF
AMERICAN EXPRESS CO 11296 4178956 COM
FISERV INC 60326 4052099 COM
SYSCO CORP 49955 3681184 COM
ISHARES TR 30509 3666539 CORE S&P SCP ETF
ISHARES TR 24611 3659480 CORE S&P TTL STK
VANGUARD WORLD FD 4783 3605073 INF TECH ETF
INVESCO QQQ TR 5537 3401268 UNIT SER 1
LOWES COS INC 13957 3365897 COM
ABBVIE INC 14616 3339587 COM
ADVANCED MICRO DEVICES INC 14686 3145154 COM
VANGUARD INDEX FDS 4935 3094821 S&P 500 ETF SHS
SELECT SECTOR SPDR TR 19928 3084914 STATE STREET HEA
VANGUARD SCOTTSDALE FDS 25149 3061891 VNG RUS1000GRW
ISHARES TR 44407 2981042 MSCI ACWI EX US
BOEING CO 13670 2968028 COM
SCHWAB STRATEGIC TR 89637 2935612 EMRG MKTEQ ETF
ACCENTURE PLC IRELAND 10717 2875372 SHS CLASS A
REMITLY GLOBAL INC 208247 2873809 COM
QUALCOMM INC 15498 2650932 COM
DEERE & CO 5621 2625954 COM
ISHARES TR 6776 2621455 RUSSELL 3000 ETF
JOHNSON CTLS INTL PLC 19373 2319972 SHS
AUTOMATIC DATA PROCESSING IN 8281 2144559 COM
COPART INC 53813 2106779 COM
VANGUARD WORLD FD 7113 2047478 HEALTH CAR ETF
SPDR GOLD TR 5074 2010877 GOLD SHS
ABBOTT LABS 15334 1921144 COM
JACOBS SOLUTIONS INC 14194 1880138 COM
J P MORGAN EXCHANGE TRADED F 36242 1839210 ULTRA SHRT ETF
VANGUARD INDEX FDS 9212 1759367 VALUE ETF
VANECK ETF TRUST 4813 1733358 SEMICONDUCTR ETF
BLACKROCK INC 1558 1667707 COM
SCHWAB STRATEGIC TR 58060 1562391 US LRG CAP ETF
VANGUARD STAR FDS 20473 1544484 VG TL INTL STK F
PFIZER INC 57809 1439432 COM
SCHWAB STRATEGIC TR 50389 1435092 US SML CAP ETF
SELECT SECTOR SPDR TR 9902 1425637 STATE STREET TEC
PHILIP MORRIS INTL INC 8657 1401249 COM
COLGATE PALMOLIVE CO 17355 1371393 COM
EMERSON ELEC CO 10252 1360597 COM
BRISTOL-MYERS SQUIBB CO 23917 1290083 COM
PAYCHEX INC 11336 1271673 COM
MICRON TECHNOLOGY INC 4421 1262225 COM
ZOETIS INC 10020 1260683 CL A
ISHARES TR 14009 1254647 CORE 80/20 AGGRE
VANGUARD WHITEHALL FDS 8736 1253791 HIGH DIV YLD
VANGUARD INDEX FDS 2381 1161691 GROWTH ETF
SCHWAB STRATEGIC TR 33031 1077480 US LCAP GR ETF
BEAZER HOMES USA INC 53068 1075689 COM NEW
KIMBERLY-CLARK CORP 10422 1064411 COM
WABTEC 4977 1062376 COM
ROCKET LAB CORP 15157 1057353 COM
SOLSTICE ADVANCED MATLS INC 21308 1035143 COM SHS
INTEL CORP 27918 1030169 COM
ISHARES TR 10279 1026707 CORE US AGGBD ET
VANGUARD SPECIALIZED FUNDS 4576 1005684 DIV APP ETF
CVS HEALTH CORP 12639 1003032 COM
SCHWAB STRATEGIC TR 41014 985970 INTL EQTY ETF
US BANCORP DEL 17745 956088 COM NEW
GENERAL MTRS CO 11579 941605 COM
VERIZON COMMUNICATIONS INC 22983 936098 COM
DOLLAR GEN CORP NEW 6901 916246 COM
EPAM SYS INC 4415 904546 COM
ISHARES TR 5436 901344 DOW JONES US ETF
TRUIST FINL CORP 17759 873921 COM
VERTEX PHARMACEUTICALS INC 1887 855491 COM
SCHWAB STRATEGIC TR 30676 841436 US DIVIDEND EQ
BALL CORP 15794 836609 COM
ISHARES GOLD TR 10136 822740 ISHARES NEW
SPROTT ASSET MANAGEMENT LP 24544 810443 PHYSICAL GOLD TR
CONSTELLATION BRANDS INC 5470 754642 CL A
ALTRIA GROUP INC 12315 723129 COM
VANGUARD WORLD FD 5962 721164 ESG US STK ETF
TAIWAN SEMICONDUCTOR MFG LTD 2364 720318 SPONSORED ADS
RPM INTL INC 6708 697632 COM
GOLDMAN SACHS GROUP INC 772 678749 COM
F5 INC 2651 676695 COM
LAUDER ESTEE COS INC 6407 670942 CL A
ISHARES TR 9276 658430 CORE MSCI EURO
INTERCONTINENTAL EXCHANGE IN 3977 644115 COM
HERITAGE FINL CORP WASH 27115 641271 COM
WASTE MGMT INC DEL 2773 609208 COM
FERRARI N V 1635 604231 COM
APTIV PLC 7866 598524 COM SHS
SPROTT ASSET MANAGEMENT LP 25182 595555 PHYSICAL SILVER
IRON MTN INC DEL 7095 594661 COM
ROCKWELL AUTOMATION INC 1461 568432 COM
VANGUARD WORLD FD 3010 557002 UTILITIES ETF
GRAYSCALE BITCOIN TRUST ETF 8080 552350 SHS REP COM UT
ACUITY INC 1532 551615 COM
OCCIDENTAL PETE CORP 13063 539749 COM
ISHARES TR 4340 534949 S&P 500 GRWT ETF
HUMANA INC 2068 531508 COM
FERGUSON ENTERPRISES INC 2366 526743 COMMON STOCK NEW
ISHARES TR 2621 520584 MSCI USA QLT FCT
VANGUARD INDEX FDS 2391 506390 SM CP VAL ETF
DIMENSIONAL ETF TRUST 10860 505968 US MKTWIDE VALUE
MARRIOTT INTL INC NEW 1620 502684 CL A
DIMENSIONAL ETF TRUST 6705 497310 US EQUITY MARKET
WILLIAMS COS INC 8170 491099 COM
SCHWAB STRATEGIC TR 20976 490210 US AGGREGATE B
WEC ENERGY GROUP INC 4596 484695 COM
VANGUARD INDEX FDS 2731 484398 MCAP VL IDXVIP
ARISTA NETWORKS INC 3667 480488 COM SHS
WELLTOWER INC 2571 477204 COM
ISHARES TR 4400 471284 NATIONAL MUN ETF
3M CO 2898 464037 COM
GLACIER BANCORP INC NEW 10484 461822 COM
SELECT SECTOR SPDR TR 3800 447366 STATE STREET COM
AFLAC INC 4028 444168 COM
DIMENSIONAL ETF TRUST 11512 437802 US HIGH PROFITAB
NERDWALLET INC 32278 437367 COM CL A
LOCKHEED MARTIN CORP 902 436271 COM
VANGUARD INDEX FDS 4423 391411 REAL ESTATE ETF
SPDR DOW JONES INDL AVERAGE 813 391394 UT SER 1
FIDELITY COVINGTON TRUST 5316 389557 MSCI COMMNTN SVC
CROWDSTRIKE HLDGS INC 827 387665 CL A
ENTERPRISE PRODS PARTNERS L 11707 375327 COM
VANGUARD INDEX FDS 1775 371140 EXTEND MKT ETF
ISHARES TR 9387 370318 INTL SEL DIV ETF
GLOBAL X FDS 7437 360026 GLBL X MLP ETF
ISHARES TR 1049 359776 S&P 100 ETF
ISHARES TR 5526 359743 US HLTHCARE ETF
GENERAL DYNAMICS CORP 1054 354840 COM
AUTOZONE INC 103 349325 COM
NORTHROP GRUMMAN CORP 612 348969 COM
PROSHARES TR 3000 347280 ULTRPRO S&P500
AIR PRODS & CHEMS INC 1403 346570 COM
ISHARES TR 3737 334318 CORE MSCI EAFE
ISHARES TR 1554 333629 US AER DEF ETF
DIGITAL RLTY TR INC 2135 332455 COM
CENCORA INC 948 320187 COM
AMERICAN CENTY ETF TR 3131 319300 US SML CP VALU
WEYERHAEUSER CO MTN BE 13411 317699 COM NEW
GE VERNOVA INC 484 316329 COM
KINDER MORGAN INC DEL 11493 315943 COM
SELECT SECTOR SPDR TR 7060 315653 STATE STREET ENE
ISHARES INC 4486 301565 CORE MSCI EMKT
J P MORGAN EXCHANGE TRADED F 5232 300705 EQUITY PREMIUM
SCHWAB STRATEGIC TR 12283 299337 SHT TM US TRES
SCHWAB STRATEGIC TR 11353 297792 US BRD MKT ETF
GENERAL MLS INC 6129 285016 COM
TRANE TECHNOLOGIES PLC 720 280224 SHS
ISHARES TR 2973 279938 MSCI USA MIN VOL
SHELL PLC 3779 277682 SPON ADS
AMERICAN ELEC PWR CO INC 2387 275286 COM
ISHARES TR 2410 264899 TIPS BD ETF
YUM BRANDS INC 1716 259597 COM
VANGUARD BD INDEX FDS 5186 258471 VANGUARD ULTRA
BANNER CORP 4099 256844 COM NEW
SAP SE 1050 255056 SPON ADR
INVESCO EXCHANGE TRADED FD T 4823 252886 S&P MDCP400 PR
ISHARES SILVER TR 3874 249564 ISHARES
VANGUARD WORLD FD 1972 248315 ENERGY ETF
TIMBERLAND BANCORP INC 6866 245803 COM
PAYPAL HLDGS INC 4192 244729 COM
EBAY INC. 2783 242400 COM
SELECT SECTOR SPDR TR 4351 238328 STATE STREET FIN
APPLOVIN CORP 353 237859 COM CL A
INVESCO EXCHANGE TRADED FD T 5175 237481 RAFI US 1500
AMENTUM HOLDINGS INC 8155 236495 COM
NOVARTIS AG 1695 233690 SPONSORED ADR
WILLIAMS SONOMA INC 1304 232882 COM
SCHWAB STRATEGIC TR 7707 228205 US LCAP VA ETF
ASML HOLDING N V 211 225741 N Y REGISTRY SHS
CME GROUP INC 823 224745 COM
ISHARES TR 744 224056 ISHARES SEMICDTR
SOUTHERN CO 2536 221143 COM
VERALTO CORP 2156 215414 COM SHS
ING GROEP N.V. 7600 212800 SPONSORED ADR
MARATHON PETE CORP 1290 209793 COM
NORFOLK SOUTHN CORP 725 209322 COM
VANGUARD CHARLOTTE FDS 4330 209244 TOTAL INT BD ETF
ISHARES TR 4140 208905 TRS FLT RT BD
VANGUARD INTL EQUITY INDEX F 2494 208524 FTSE EUROPE ETF
PULTE GROUP INC 1754 206131 COM
AMERICAN CENTY ETF TR 2655 201170 US LARGE CAP VLU
ISHARES TR 2481 200044 IBOXX HI YD ETF
RIVERVIEW BANCORP INC 22547 113186 COM
EATON VANCE TAX-MANAGED GLOB 10279 97959 COM
NAUTILUS BIOTECHNOLOGY INC 30000 58500 COM
ONCOLYTICS BIOTECH INC 40000 34960 COM NEW
WIPRO LTD 12000 34080 SPON ADR 1 SH