Badgley Phelps Wealth Managers, LLC Q2 2025 Filing

Filed July 16, 2025

Portfolio Value

$4.5T

Holdings

296

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (296 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
651,507$324.1B7.18%
2
NVDANVIDIA CORPORATION
1,268,366$200.4B4.44%
3
EFAISHARES TR
2,200,405$196.7B4.36%
4
AAPLAPPLE INC
813,411$166.9B3.70%
5
AMZNAMAZON COM INC
606,867$133.1B2.95%
6
VBVANGUARD INDEX FDS
557,930$132.6B2.94%
7
IJHISHARES TR
1,691,938$104.9B2.32%
8
VWOVANGUARD INTL EQUITY INDEX F
2,093,716$103.6B2.29%
9
VEAVANGUARD TAX-MANAGED FDS
1,811,109$103.3B2.29%
10
COSTCOSTCO WHSL CORP NEW
91,829$90.9B2.01%
11
VGITVANGUARD SCOTTSDALE FDS
1,517,236$90.7B2.01%
12
JPMJPMORGAN CHASE & CO.
297,568$86.3B1.91%
13
METAMETA PLATFORMS INC
110,260$81.4B1.80%
14
VVISA INC
201,719$71.6B1.59%
15
BRK/BBERKSHIRE HATHAWAY INC DEL
143,081$69.5B1.54%
16
LLYELI LILLY & CO
85,341$66.5B1.47%
17
IWOISHARES TR
214,442$61.3B1.36%
18
IWRISHARES TR
654,268$60.2B1.33%
19
IWNISHARES TR
369,883$58.4B1.29%
20
GOOGALPHABET INC
303,669$53.9B1.19%
21
NOWSERVICENOW INC
49,784$51.2B1.13%
22
GOOGLALPHABET INC
286,337$50.5B1.12%
23
SPYMSPDR SERIES TRUST
668,002$48.6B1.08%
24
IWFISHARES TR
113,274$48.1B1.07%
25
VVVANGUARD INDEX FDS
165,723$47.4B1.05%
26
IWDISHARES TR
244,111$47.4B1.05%
27
COLMCOLUMBIA SPORTSWEAR CO
768,830$47.0B1.04%
28
BIVVANGUARD BD INDEX FDS
548,651$42.4B0.94%
29
DWDMORGAN STANLEY
288,064$40.6B0.90%
30
WMTWALMART INC
396,949$38.8B0.86%
31
BKNGBOOKING HOLDINGS INC
6,515$37.7B0.84%
32
AVGOBROADCOM INC
135,542$37.4B0.83%
33
PANWPALO ALTO NETWORKS INC
169,270$34.6B0.77%
34
PGPROCTER AND GAMBLE CO
210,665$33.6B0.74%
35
BACBANK AMERICA CORP
698,559$33.1B0.73%
36
CSCOCISCO SYS INC
473,776$32.9B0.73%
37
CRMSALESFORCE INC
119,634$32.7B0.72%
38
IWPISHARES TR
235,058$32.6B0.72%
39
LINLINDE PLC
68,132$32.0B0.71%
40
RSPINVESCO EXCHANGE TRADED FD T
172,506$31.4B0.69%
41
VCITVANGUARD SCOTTSDALE FDS
362,840$30.1B0.67%
42
MRSHMARSH & MCLENNAN COS INC
133,120$29.1B0.64%
43
ORCLORACLE CORP
131,015$28.6B0.63%
44
HDHOME DEPOT INC
75,263$27.6B0.61%
45
CATCATERPILLAR INC
68,154$26.5B0.59%
46
PHPARKER-HANNIFIN CORP
34,035$23.8B0.53%
47
KOCOCA COLA CO
324,815$23.1B0.51%
48
NINISOURCE INC
569,146$23.0B0.51%
49
UNPUNION PAC CORP
97,897$22.5B0.50%
50
PLDPROLOGIS INC.
211,123$22.2B0.49%
51
IWSISHARES TR
166,625$22.0B0.49%
52
MDLZMONDELEZ INTL INC
323,461$22.0B0.49%
53
MCKMCKESSON CORP
29,720$21.8B0.48%
54
CBCHUBB LIMITED
74,491$21.7B0.48%
55
HONHONEYWELL INTL INC
92,433$21.5B0.48%
56
KKRKKR & CO INC
160,818$21.4B0.47%
57
LRCXLAM RESEARCH CORP
217,038$21.2B0.47%
58
EOGEOG RES INC
172,447$20.6B0.46%
59
TSLATESLA INC
62,475$19.8B0.44%
60
VLOVALERO ENERGY CORP
147,483$19.8B0.44%
61
MDTMEDTRONIC PLC
224,157$19.7B0.44%
62
DHRDANAHER CORPORATION
97,369$19.3B0.43%
63
JNJJOHNSON & JOHNSON
124,368$19.0B0.42%
64
NFLXNETFLIX INC
14,103$18.9B0.42%
65
CVXCHEVRON CORP NEW
130,502$18.7B0.41%
66
JIREJ P MORGAN EXCHANGE TRADED F
264,030$18.7B0.41%
67
ORLYOREILLY AUTOMOTIVE INC
203,600$18.4B0.41%
68
SYKSTRYKER CORPORATION
45,351$18.0B0.40%
69
ADBEADOBE INC
45,968$17.8B0.39%
70
IWBISHARES TR
52,017$17.7B0.39%
71
EQIXEQUINIX INC
22,141$17.6B0.39%
72
DISDISNEY WALT CO
140,247$17.4B0.39%
73
GEGE AEROSPACE
63,665$16.4B0.36%
74
ECLECOLAB INC
60,652$16.4B0.36%
75
TMOTHERMO FISHER SCIENTIFIC INC
39,717$16.1B0.36%
76
DJPBARCLAYS BANK PLC
473,935$16.1B0.36%
77
MCDMCDONALDS CORP
54,685$16.0B0.35%
78
PEPPEPSICO INC
120,393$15.9B0.35%
79
SHWSHERWIN WILLIAMS CO
45,120$15.5B0.34%
80
ETNEATON CORP PLC
43,241$15.4B0.34%
81
NEENEXTERA ENERGY INC
219,990$15.3B0.34%
82
PCARPACCAR INC
156,500$14.9B0.33%
83
AMATAPPLIED MATLS INC
81,134$14.9B0.33%
84
AMTAMERICAN TOWER CORP NEW
65,269$14.5B0.32%
85
CSGPCOSTAR GROUP INC
176,286$14.2B0.31%
86
URIUNITED RENTALS INC
18,485$13.9B0.31%
87
VEUVANGUARD INTL EQUITY INDEX F
205,026$13.8B0.31%
88
GILDGILEAD SCIENCES INC
122,347$13.6B0.30%
89
SNPSSYNOPSYS INC
26,428$13.5B0.30%
90
LHXL3HARRIS TECHNOLOGIES INC
53,513$13.4B0.30%
91
UPSUNITED PARCEL SERVICE INC
131,519$13.3B0.29%
92
BBAXJ P MORGAN EXCHANGE TRADED F
243,473$13.3B0.29%
93
CITCINTAS CORP
59,524$13.3B0.29%
94
TJXTJX COS INC NEW
104,754$12.9B0.29%
95
VTIVANGUARD INDEX FDS
42,239$12.9B0.29%
96
SPYSPDR S&P 500 ETF TR
19,120$11.8B0.26%
97
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
150,110$11.7B0.26%
98
CMGCHIPOTLE MEXICAN GRILL INC
202,611$11.4B0.25%
99
BSXBOSTON SCIENTIFIC CORP
104,948$11.3B0.25%
100
TMUST-MOBILE US INC
46,957$11.2B0.25%
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