Badgley Phelps Wealth Managers, LLC
CIK: 0001895362SEC EDGAR →
Portfolio Value
$5.5B
Holdings
327
As of
Q4 2025
New Positions
327
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 686,132 | $331.8M | 6.08% |
| 2 | APPLE INC | 979,816 | $266.4M | 4.88% |
| 3 | NVIDIA CORPORATION | 1,390,053 | $259.2M | 4.75% |
| 4 | ISHARES TR | 2,261,770 | $217.2M | 3.98% |
| 5 | VANGUARD INDEX FDS | 765,825 | $197.5M | 3.62% |
| 6 | AMAZON COM INC | 671,032 | $154.9M | 2.84% |
| 7 | VANGUARD INTL EQUITY INDEX F | 2,416,439 | $129.9M | 2.38% |
| 8 | ISHARES TR | 1,787,803 | $118.0M | 2.16% |
| 9 | VANGUARD TAX-MANAGED FDS | 1,822,448 | $113.8M | 2.09% |
| 10 | ALPHABET INC | 363,083 | $113.6M | 2.08% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (327)
$331.8M · 686K shares
$266.4M · 980K shares
$259.2M · 1.4M shares
$217.2M · 2.3M shares
$197.5M · 766K shares
$154.9M · 671K shares
$129.9M · 2.4M shares
$118.0M · 1.8M shares
$113.8M · 1.8M shares
$113.6M · 363K shares
$111.2M · 104K shares
$103.6M · 322K shares
$103.1M · 329K shares
$87.3M · 1.5M shares
$86.8M · 131K shares
$78.5M · 91K shares
$75.1M · 149K shares
$72.0M · 223K shares
$71.2M · 203K shares
$70.1M · 387K shares
$65.9M · 684K shares
$64.7M · 187K shares
$59.8M · 284K shares
$59.3M · 241K shares
$56.6M · 120K shares
$52.5M · 296K shares
$52.2M · 305K shares
$51.8M · 646K shares
$49.9M · 158K shares
$47.9M · 9K shares
$45.6M · 410K shares
$42.4M · 769K shares
$41.0M · 72K shares
$40.9M · 96K shares
$40.0M · 514K shares
$39.0M · 189K shares
$38.9M · 706K shares
$36.8M · 478K shares
$36.3M · 106K shares
$34.3M · 224K shares
$32.9M · 240K shares
$32.6M · 170K shares
$32.1M · 140K shares
$31.7M · 172K shares
$31.4M · 36K shares
$30.3M · 52K shares
$30.2M · 67K shares
$30.0M · 113K shares
$29.4M · 205K shares
$28.3M · 338K shares
$27.9M · 79K shares
$27.3M · 214K shares
$25.5M · 31K shares
$25.2M · 155K shares
$25.1M · 129K shares
$24.8M · 593K shares
$24.3M · 172K shares
$23.9M · 76K shares
$23.5M · 127K shares
$23.2M · 332K shares
$23.2M · 100K shares
$22.0M · 71K shares
$21.9M · 227K shares
$21.4M · 83K shares
$21.2M · 206K shares
$20.4M · 30K shares
$20.1M · 158K shares
$20.0M · 131K shares
$19.1M · 255K shares
$19.1M · 51K shares
$18.8M · 206K shares
$18.5M · 44K shares
$18.4M · 60K shares
$18.4M · 229K shares
$18.1M · 93K shares
$18.0M · 98K shares
$17.5M · 158K shares
$17.2M · 112K shares
$17.1M · 163K shares
$16.8M · 48K shares
$16.7M · 444K shares
$16.6M · 306K shares
$16.6M · 57K shares
$16.1M · 141K shares
$15.8M · 20K shares
$15.8M · 60K shares
$15.1M · 26K shares
$15.0M · 122K shares
$14.9M · 103K shares
$14.8M · 50K shares
$14.6M · 45K shares
$14.5M · 197K shares
$14.4M · 153K shares
$14.0M · 249K shares
$14.0M · 44K shares
$13.9M · 115K shares
$13.8M · 139K shares
$13.7M · 41K shares
$12.9M · 23K shares
$12.8M · 129K shares
$12.7M · 120K shares
$12.5M · 151K shares
$12.5M · 77K shares
$12.2M · 26K shares
$12.2M · 155K shares
$12.1M · 157K shares
$11.8M · 110K shares
$11.2M · 166K shares
$11.0M · 33K shares
$10.9M · 62K shares
$10.7M · 196K shares
$10.6M · 125K shares
$10.5M · 110K shares
$9.3M · 49K shares
$9.0M · 110K shares
$8.4M · 102K shares
$8.3M · 11 shares
$8.2M · 47K shares
$8.2M · 60K shares
$8.0M · 99K shares
$7.7M · 11K shares
$7.2M · 36K shares
$7.1M · 14K shares
$6.9M · 11K shares
$6.8M · 86K shares
$6.7M · 45K shares
$6.1M · 31K shares
$6.0M · 109K shares
$5.9M · 22K shares
$5.6M · 187K shares
$5.6M · 61K shares
$5.1M · 61K shares
$4.9M · 6K shares
$4.8M · 15K shares
$4.8M · 24K shares
$4.7M · 74K shares
$4.7M · 46K shares
$4.5M · 264K shares
$4.4M · 15K shares
$4.2M · 11K shares
$4.1M · 60K shares
$3.9M · 28K shares
$3.7M · 50K shares
$3.7M · 31K shares
$3.7M · 25K shares
$3.6M · 5K shares
$3.4M · 6K shares
$3.4M · 14K shares
$3.3M · 15K shares
$3.1M · 15K shares
$3.1M · 5K shares
$3.1M · 20K shares
$3.1M · 25K shares
$3.0M · 44K shares
$3.0M · 14K shares
$2.9M · 90K shares
$2.9M · 11K shares
$2.9M · 208K shares
$2.6M · 15K shares
$2.6M · 6K shares
$2.6M · 7K shares
$2.3M · 19K shares
$2.1M · 8K shares
$2.1M · 54K shares
$2.0M · 7K shares
$2.0M · 5K shares
$1.9M · 15K shares
$1.9M · 14K shares
$1.8M · 36K shares
$1.8M · 9K shares
$1.7M · 5K shares
$1.7M · 2K shares
$1.6M · 58K shares
$1.5M · 20K shares
$1.4M · 58K shares
$1.4M · 50K shares
$1.4M · 10K shares
$1.4M · 9K shares
$1.4M · 17K shares
$1.4M · 10K shares
$1.3M · 24K shares
$1.3M · 11K shares
$1.3M · 4K shares
$1.3M · 10K shares
$1.3M · 14K shares
$1.3M · 9K shares
$1.2M · 2K shares
$1.1M · 33K shares
$1.1M · 53K shares
$1.1M · 10K shares
$1.1M · 5K shares
$1.1M · 15K shares
$1.0M · 21K shares
$1.0M · 28K shares
$1.0M · 10K shares
$1.0M · 5K shares
$1.0M · 13K shares
$985K · 41K shares
$956K · 18K shares
$941K · 12K shares
$936K · 23K shares
$916K · 7K shares
$904K · 4K shares
$901K · 5K shares
$873K · 18K shares
$855K · 2K shares
$841K · 31K shares
$836K · 16K shares
$822K · 10K shares
$810K · 25K shares
$754K · 5K shares
$723K · 12K shares
$721K · 6K shares
$720K · 2K shares
$697K · 7K shares
$678K · 772 shares
$676K · 3K shares
$670K · 6K shares
$658K · 9K shares
$644K · 4K shares
$641K · 27K shares
$609K · 3K shares
$604K · 2K shares
$598K · 8K shares
$595K · 25K shares
$594K · 7K shares
$568K · 1K shares
$557K · 3K shares
$552K · 8K shares
$551K · 2K shares
$539K · 13K shares
$534K · 4K shares
$531K · 2K shares
$526K · 2K shares
$520K · 3K shares
$506K · 2K shares
$505K · 11K shares
$502K · 2K shares
$497K · 7K shares
$491K · 8K shares
$490K · 21K shares
$484K · 5K shares
$484K · 3K shares
$480K · 4K shares
$477K · 3K shares
$471K · 4K shares
$464K · 3K shares
$461K · 10K shares
$447K · 4K shares
$444K · 4K shares
$440K · 4K shares
$437K · 32K shares
$437K · 12K shares
$436K · 902 shares
$391K · 4K shares
$391K · 813 shares
$389K · 5K shares
$387K · 827 shares
$375K · 12K shares
$371K · 2K shares
$370K · 9K shares
$360K · 7K shares
$359K · 1K shares
$359K · 6K shares
$354K · 1K shares
$349K · 103 shares
$348K · 612 shares
$347K · 3K shares
$346K · 1K shares
$342K · 8K shares
$334K · 4K shares
$333K · 2K shares
$332K · 2K shares
$320K · 948 shares
$319K · 3K shares
$317K · 13K shares
$316K · 484 shares
$315K · 7K shares
$315K · 11K shares
$314K · 1K shares
$301K · 4K shares
$300K · 5K shares
$299K · 12K shares
$297K · 11K shares
$285K · 6K shares
$280K · 720 shares
$279K · 3K shares
$277K · 4K shares
$275K · 2K shares
$268K · 8K shares
$264K · 2K shares
$259K · 2K shares
$258K · 5K shares
$256K · 4K shares
$255K · 1K shares
$252K · 5K shares
$249K · 4K shares
$248K · 2K shares
$245K · 7K shares
$244K · 4K shares
$242K · 3K shares
$238K · 4K shares
$237K · 5K shares
$237K · 353 shares
$236K · 8K shares
$233K · 2K shares
$232K · 1K shares
$228K · 8K shares
$225K · 211 shares
$224K · 744 shares
$224K · 823 shares
$221K · 3K shares
$215K · 2K shares
$212K · 8K shares
$209K · 725 shares
$209K · 1K shares
$209K · 4K shares
$208K · 2K shares
$208K · 4K shares
$206K · 2K shares
$201K · 3K shares
$200K · 2K shares
$113K · 23K shares
$97K · 10K shares
$58K · 30K shares
$34K · 12K shares
$34K · 40K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 129 | $2.1B | 37.9% |
| Technology | 41 | $1.3B | 23.9% |
| Consumer Cyclical | 24 | $411.1M | 7.5% |
| Healthcare | 27 | $392.3M | 7.2% |
| Communication Services | 6 | $341.3M | 6.3% |
| Industrials | 34 | $284.0M | 5.2% |
| Consumer Defensive | 15 | $229.8M | 4.2% |
| Unknown | 21 | $165.1M | 3.0% |
| Energy | 10 | $78.3M | 1.4% |
| Basic Materials | 6 | $73.4M | 1.3% |
| Real Estate | 7 | $55.7M | 1.0% |
| Utilities | 7 | $52.4M | 1.0% |