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)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 651,507 | $324.1B | 7.18% | |
| 2 | NVDANVIDIA CORPORATION | 1,268,366 | $200.4B | 4.44% | |
| 3 | EFAISHARES TR | 2,200,405 | $196.7B | 4.36% | |
| 4 | AAPLAPPLE INC | 813,411 | $166.9B | 3.70% | |
| 5 | AMZNAMAZON COM INC | 606,867 | $133.1B | 2.95% | |
| 6 | VBVANGUARD INDEX FDS | 557,930 | $132.6B | 2.94% | |
| 7 | IJHISHARES TR | 1,691,938 | $104.9B | 2.32% | |
| 8 | VWOVANGUARD INTL EQUITY INDEX F | 2,093,716 | $103.6B | 2.29% | |
| 9 | VEAVANGUARD TAX-MANAGED FDS | 1,811,109 | $103.3B | 2.29% | |
| 10 | COSTCOSTCO WHSL CORP NEW | 91,829 | $90.9B | 2.01% | |
| 11 | VGITVANGUARD SCOTTSDALE FDS | 1,517,236 | $90.7B | 2.01% | |
| 12 | JPMJPMORGAN CHASE & CO. | 297,568 | $86.3B | 1.91% | |
| 13 | METAMETA PLATFORMS INC | 110,260 | $81.4B | 1.80% | |
| 14 | VVISA INC | 201,719 | $71.6B | 1.59% | |
| 15 | BRK/BBERKSHIRE HATHAWAY INC DEL | 143,081 | $69.5B | 1.54% | |
| 16 | LLYELI LILLY & CO | 85,341 | $66.5B | 1.47% | |
| 17 | IWOISHARES TR | 214,442 | $61.3B | 1.36% | |
| 18 | IWRISHARES TR | 654,268 | $60.2B | 1.33% | |
| 19 | IWNISHARES TR | 369,883 | $58.4B | 1.29% | |
| 20 | GOOGALPHABET INC | 303,669 | $53.9B | 1.19% | |
| 21 | NOWSERVICENOW INC | 49,784 | $51.2B | 1.13% | |
| 22 | GOOGLALPHABET INC | 286,337 | $50.5B | 1.12% | |
| 23 | SPYMSPDR SERIES TRUST | 668,002 | $48.6B | 1.08% | |
| 24 | IWFISHARES TR | 113,274 | $48.1B | 1.07% | |
| 25 | VVVANGUARD INDEX FDS | 165,723 | $47.4B | 1.05% | |
| 26 | IWDISHARES TR | 244,111 | $47.4B | 1.05% | |
| 27 | COLMCOLUMBIA SPORTSWEAR CO | 768,830 | $47.0B | 1.04% | |
| 28 | BIVVANGUARD BD INDEX FDS | 548,651 | $42.4B | 0.94% | |
| 29 | DWDMORGAN STANLEY | 288,064 | $40.6B | 0.90% | |
| 30 | WMTWALMART INC | 396,949 | $38.8B | 0.86% | |
| 31 | BKNGBOOKING HOLDINGS INC | 6,515 | $37.7B | 0.84% | |
| 32 | AVGOBROADCOM INC | 135,542 | $37.4B | 0.83% | |
| 33 | PANWPALO ALTO NETWORKS INC | 169,270 | $34.6B | 0.77% | |
| 34 | PGPROCTER AND GAMBLE CO | 210,665 | $33.6B | 0.74% | |
| 35 | BACBANK AMERICA CORP | 698,559 | $33.1B | 0.73% | |
| 36 | CSCOCISCO SYS INC | 473,776 | $32.9B | 0.73% | |
| 37 | CRMSALESFORCE INC | 119,634 | $32.7B | 0.72% | |
| 38 | IWPISHARES TR | 235,058 | $32.6B | 0.72% | |
| 39 | LINLINDE PLC | 68,132 | $32.0B | 0.71% | |
| 40 | RSPINVESCO EXCHANGE TRADED FD T | 172,506 | $31.4B | 0.69% | |
| 41 | VCITVANGUARD SCOTTSDALE FDS | 362,840 | $30.1B | 0.67% | |
| 42 | MRSHMARSH & MCLENNAN COS INC | 133,120 | $29.1B | 0.64% | |
| 43 | ORCLORACLE CORP | 131,015 | $28.6B | 0.63% | |
| 44 | HDHOME DEPOT INC | 75,263 | $27.6B | 0.61% | |
| 45 | CATCATERPILLAR INC | 68,154 | $26.5B | 0.59% | |
| 46 | PHPARKER-HANNIFIN CORP | 34,035 | $23.8B | 0.53% | |
| 47 | KOCOCA COLA CO | 324,815 | $23.1B | 0.51% | |
| 48 | NINISOURCE INC | 569,146 | $23.0B | 0.51% | |
| 49 | UNPUNION PAC CORP | 97,897 | $22.5B | 0.50% | |
| 50 | PLDPROLOGIS INC. | 211,123 | $22.2B | 0.49% | |
| 51 | IWSISHARES TR | 166,625 | $22.0B | 0.49% | |
| 52 | MDLZMONDELEZ INTL INC | 323,461 | $22.0B | 0.49% | |
| 53 | MCKMCKESSON CORP | 29,720 | $21.8B | 0.48% | |
| 54 | CBCHUBB LIMITED | 74,491 | $21.7B | 0.48% | |
| 55 | HONHONEYWELL INTL INC | 92,433 | $21.5B | 0.48% | |
| 56 | KKRKKR & CO INC | 160,818 | $21.4B | 0.47% | |
| 57 | LRCXLAM RESEARCH CORP | 217,038 | $21.2B | 0.47% | |
| 58 | EOGEOG RES INC | 172,447 | $20.6B | 0.46% | |
| 59 | TSLATESLA INC | 62,475 | $19.8B | 0.44% | |
| 60 | VLOVALERO ENERGY CORP | 147,483 | $19.8B | 0.44% | |
| 61 | MDTMEDTRONIC PLC | 224,157 | $19.7B | 0.44% | |
| 62 | DHRDANAHER CORPORATION | 97,369 | $19.3B | 0.43% | |
| 63 | JNJJOHNSON & JOHNSON | 124,368 | $19.0B | 0.42% | |
| 64 | NFLXNETFLIX INC | 14,103 | $18.9B | 0.42% | |
| 65 | CVXCHEVRON CORP NEW | 130,502 | $18.7B | 0.41% | |
| 66 | JIREJ P MORGAN EXCHANGE TRADED F | 264,030 | $18.7B | 0.41% | |
| 67 | ORLYOREILLY AUTOMOTIVE INC | 203,600 | $18.4B | 0.41% | |
| 68 | SYKSTRYKER CORPORATION | 45,351 | $18.0B | 0.40% | |
| 69 | ADBEADOBE INC | 45,968 | $17.8B | 0.39% | |
| 70 | IWBISHARES TR | 52,017 | $17.7B | 0.39% | |
| 71 | EQIXEQUINIX INC | 22,141 | $17.6B | 0.39% | |
| 72 | DISDISNEY WALT CO | 140,247 | $17.4B | 0.39% | |
| 73 | GEGE AEROSPACE | 63,665 | $16.4B | 0.36% | |
| 74 | ECLECOLAB INC | 60,652 | $16.4B | 0.36% | |
| 75 | TMOTHERMO FISHER SCIENTIFIC INC | 39,717 | $16.1B | 0.36% | |
| 76 | DJPBARCLAYS BANK PLC | 473,935 | $16.1B | 0.36% | |
| 77 | MCDMCDONALDS CORP | 54,685 | $16.0B | 0.35% | |
| 78 | PEPPEPSICO INC | 120,393 | $15.9B | 0.35% | |
| 79 | SHWSHERWIN WILLIAMS CO | 45,120 | $15.5B | 0.34% | |
| 80 | ETNEATON CORP PLC | 43,241 | $15.4B | 0.34% | |
| 81 | NEENEXTERA ENERGY INC | 219,990 | $15.3B | 0.34% | |
| 82 | PCARPACCAR INC | 156,500 | $14.9B | 0.33% | |
| 83 | AMATAPPLIED MATLS INC | 81,134 | $14.9B | 0.33% | |
| 84 | AMTAMERICAN TOWER CORP NEW | 65,269 | $14.5B | 0.32% | |
| 85 | CSGPCOSTAR GROUP INC | 176,286 | $14.2B | 0.31% | |
| 86 | URIUNITED RENTALS INC | 18,485 | $13.9B | 0.31% | |
| 87 | VEUVANGUARD INTL EQUITY INDEX F | 205,026 | $13.8B | 0.31% | |
| 88 | GILDGILEAD SCIENCES INC | 122,347 | $13.6B | 0.30% | |
| 89 | SNPSSYNOPSYS INC | 26,428 | $13.5B | 0.30% | |
| 90 | LHXL3HARRIS TECHNOLOGIES INC | 53,513 | $13.4B | 0.30% | |
| 91 | UPSUNITED PARCEL SERVICE INC | 131,519 | $13.3B | 0.29% | |
| 92 | BBAXJ P MORGAN EXCHANGE TRADED F | 243,473 | $13.3B | 0.29% | |
| 93 | CITCINTAS CORP | 59,524 | $13.3B | 0.29% | |
| 94 | TJXTJX COS INC NEW | 104,754 | $12.9B | 0.29% | |
| 95 | VTIVANGUARD INDEX FDS | 42,239 | $12.9B | 0.29% | |
| 96 | SPYSPDR S&P 500 ETF TR | 19,120 | $11.8B | 0.26% | |
| 97 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 150,110 | $11.7B | 0.26% | |
| 98 | CMGCHIPOTLE MEXICAN GRILL INC | 202,611 | $11.4B | 0.25% | |
| 99 | BSXBOSTON SCIENTIFIC CORP | 104,948 | $11.3B | 0.25% | |
| 100 | TMUST-MOBILE US INC | 46,957 | $11.2B | 0.25% |
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