Badgley Phelps Wealth Managers, LLC Q4 2025 Filing
Filed January 28, 2026
Portfolio Value
$5.5T
Holdings
327
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (327 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 686,132 | $331.8B | 6.08% | |
| 2 | AAPLAPPLE INC | 979,816 | $266.4B | 4.88% | |
| 3 | NVDANVIDIA CORPORATION | 1,390,053 | $259.2B | 4.75% | |
| 4 | EFAISHARES TR | 2,261,770 | $217.2B | 3.98% | |
| 5 | VBVANGUARD INDEX FDS | 765,825 | $197.5B | 3.62% | |
| 6 | AMZNAMAZON COM INC | 671,032 | $154.9B | 2.84% | |
| 7 | VWOVANGUARD INTL EQUITY INDEX F | 2,416,439 | $129.9B | 2.38% | |
| 8 | IJHISHARES TR | 1,787,803 | $118.0B | 2.16% | |
| 9 | VEAVANGUARD TAX-MANAGED FDS | 1,822,448 | $113.8B | 2.09% | |
| 10 | GOOGLALPHABET INC | 363,083 | $113.6B | 2.08% | |
| 11 | LLYELI LILLY & CO | 103,516 | $111.2B | 2.04% | |
| 12 | JPMJPMORGAN CHASE & CO. | 321,602 | $103.6B | 1.90% | |
| 13 | GOOGALPHABET INC | 328,627 | $103.1B | 1.89% | |
| 14 | VGITVANGUARD SCOTTSDALE FDS | 1,457,143 | $87.3B | 1.60% | |
| 15 | METAMETA PLATFORMS INC | 131,450 | $86.8B | 1.59% | |
| 16 | COSTCOSTCO WHSL CORP NEW | 91,034 | $78.5B | 1.44% | |
| 17 | BRK/BBERKSHIRE HATHAWAY INC DEL | 149,371 | $75.1B | 1.38% | |
| 18 | IWOISHARES TR | 223,021 | $72.0B | 1.32% | |
| 19 | VVISA INC | 203,025 | $71.2B | 1.30% | |
| 20 | IWNISHARES TR | 386,692 | $70.1B | 1.28% | |
| 21 | IWRISHARES TR | 684,261 | $65.9B | 1.21% | |
| 22 | AVGOBROADCOM INC | 186,902 | $64.7B | 1.18% | |
| 23 | IWDISHARES TR | 284,280 | $59.8B | 1.10% | |
| 24 | IWMISHARES TR | 240,746 | $59.3B | 1.09% | |
| 25 | IWFISHARES TR | 119,684 | $56.6B | 1.04% | |
| 26 | DWDMORGAN STANLEY | 295,948 | $52.5B | 0.96% | |
| 27 | LRCXLAM RESEARCH CORP | 304,534 | $52.2B | 0.96% | |
| 28 | SPYMSPDR SERIES TRUST | 645,628 | $51.8B | 0.95% | |
| 29 | VVVANGUARD INDEX FDS | 158,440 | $49.9B | 0.91% | |
| 30 | BKNGBOOKING HOLDINGS INC | 8,947 | $47.9B | 0.88% | |
| 31 | WMTWALMART INC | 409,667 | $45.6B | 0.84% | |
| 32 | COLMCOLUMBIA SPORTSWEAR CO | 768,830 | $42.4B | 0.78% | |
| 33 | CATCATERPILLAR INC | 71,597 | $41.0B | 0.75% | |
| 34 | LINLINDE PLC | 95,869 | $40.9B | 0.75% | |
| 35 | BIVVANGUARD BD INDEX FDS | 513,513 | $40.0B | 0.73% | |
| 36 | JNJJOHNSON & JOHNSON | 188,631 | $39.0B | 0.71% | |
| 37 | BACBANK AMERICA CORP | 706,499 | $38.9B | 0.71% | |
| 38 | CSCOCISCO SYS INC | 477,576 | $36.8B | 0.67% | |
| 39 | HDHOME DEPOT INC | 105,559 | $36.3B | 0.67% | |
| 40 | NOWSERVICENOW INC | 224,120 | $34.3B | 0.63% | |
| 41 | IWPISHARES TR | 240,319 | $32.9B | 0.60% | |
| 42 | RSPINVESCO EXCHANGE TRADED FD T | 170,347 | $32.6B | 0.60% | |
| 43 | DHRDANAHER CORPORATION | 140,047 | $32.1B | 0.59% | |
| 44 | PANWPALO ALTO NETWORKS INC | 172,361 | $31.7B | 0.58% | |
| 45 | PHPARKER-HANNIFIN CORP | 35,782 | $31.4B | 0.58% | |
| 46 | TMOTHERMO FISHER SCIENTIFIC INC | 52,349 | $30.3B | 0.56% | |
| 47 | TSLATESLA INC | 67,053 | $30.2B | 0.55% | |
| 48 | CRMSALESFORCE INC | 113,135 | $30.0B | 0.55% | |
| 49 | PGPROCTER AND GAMBLE CO | 205,362 | $29.4B | 0.54% | |
| 50 | VCITVANGUARD SCOTTSDALE FDS | 337,926 | $28.3B | 0.52% | |
| 51 | SYKSTRYKER CORPORATION | 79,233 | $27.9B | 0.51% | |
| 52 | PLDPROLOGIS INC. | 214,002 | $27.3B | 0.50% | |
| 53 | MCKMCKESSON CORP | 31,033 | $25.5B | 0.47% | |
| 54 | VLOVALERO ENERGY CORP | 154,856 | $25.2B | 0.46% | |
| 55 | ORCLORACLE CORP | 128,816 | $25.1B | 0.46% | |
| 56 | NINISOURCE INC | 592,980 | $24.8B | 0.45% | |
| 57 | IWSISHARES TR | 171,939 | $24.3B | 0.44% | |
| 58 | CBCHUBB LIMITED | 76,239 | $23.9B | 0.44% | |
| 59 | MRSHMARSH & MCLENNAN COS INC | 126,911 | $23.5B | 0.43% | |
| 60 | KOCOCA COLA CO | 331,941 | $23.2B | 0.43% | |
| 61 | UNPUNION PAC CORP | 100,145 | $23.2B | 0.42% | |
| 62 | GEGE AEROSPACE | 71,277 | $22.0B | 0.40% | |
| 63 | MDTMEDTRONIC PLC | 226,669 | $21.9B | 0.40% | |
| 64 | AMATAPPLIED MATLS INC | 83,127 | $21.4B | 0.39% | |
| 65 | CCKCROWN HLDGS INC | 206,215 | $21.2B | 0.39% | |
| 66 | SPYSPDR S&P 500 ETF TR | 29,883 | $20.4B | 0.37% | |
| 67 | KKRKKR & CO INC | 157,613 | $20.1B | 0.37% | |
| 68 | CVXCHEVRON CORP NEW | 130,996 | $20.0B | 0.37% | |
| 69 | JIREJ P MORGAN EXCHANGE TRADED F | 255,467 | $19.1B | 0.35% | |
| 70 | IWBISHARES TR | 51,203 | $19.1B | 0.35% | |
| 71 | ORLYOREILLY AUTOMOTIVE INC | 205,837 | $18.8B | 0.34% | |
| 72 | PWRQUANTA SVCS INC | 43,876 | $18.5B | 0.34% | |
| 73 | MCDMCDONALDS CORP | 60,221 | $18.4B | 0.34% | |
| 74 | NEENEXTERA ENERGY INC | 229,155 | $18.4B | 0.34% | |
| 75 | HONHONEYWELL INTL INC | 92,539 | $18.1B | 0.33% | |
| 76 | RTXRTX CORPORATION | 98,168 | $18.0B | 0.33% | |
| 77 | PCARPACCAR INC | 158,086 | $17.5B | 0.32% | |
| 78 | TJXTJX COS INC NEW | 112,086 | $17.2B | 0.32% | |
| 79 | EOGEOG RES INC | 162,527 | $17.1B | 0.31% | |
| 80 | ADBEADOBE INC | 47,993 | $16.8B | 0.31% | |
| 81 | DJPBARCLAYS BANK PLC | 443,874 | $16.7B | 0.31% | |
| 82 | MDLZMONDELEZ INTL INC | 306,100 | $16.6B | 0.30% | |
| 83 | LHXL3HARRIS TECHNOLOGIES INC | 56,509 | $16.6B | 0.30% | |
| 84 | DISDISNEY WALT CO | 141,036 | $16.1B | 0.30% | |
| 85 | URIUNITED RENTALS INC | 19,575 | $15.8B | 0.29% | |
| 86 | ECLECOLAB INC | 60,096 | $15.8B | 0.29% | |
| 87 | MAMASTERCARD INCORPORATED | 26,414 | $15.1B | 0.28% | |
| 88 | GILDGILEAD SCIENCES INC | 122,292 | $15.0B | 0.27% | |
| 89 | PEPPEPSICO INC | 103,071 | $14.9B | 0.27% | |
| 90 | IBMINTERNATIONAL BUSINESS MACHS | 49,797 | $14.8B | 0.27% | |
| 91 | SHWSHERWIN WILLIAMS CO | 45,197 | $14.6B | 0.27% | |
| 92 | VEUVANGUARD INTL EQUITY INDEX F | 197,001 | $14.5B | 0.27% | |
| 93 | NFLXNETFLIX INC | 153,472 | $14.4B | 0.26% | |
| 94 | BBAXJ P MORGAN EXCHANGE TRADED F | 248,517 | $14.0B | 0.26% | |
| 95 | ETNEATON CORP PLC | 43,855 | $14.0B | 0.26% | |
| 96 | XOMEXXON MOBIL CORP | 115,467 | $13.9B | 0.25% | |
| 97 | SCHWSCHWAB CHARLES CORP | 138,624 | $13.8B | 0.25% | |
| 98 | VTIVANGUARD INDEX FDS | 40,991 | $13.7B | 0.25% | |
| 99 | ISRGINTUITIVE SURGICAL INC | 22,794 | $12.9B | 0.24% | |
| 100 | UPSUNITED PARCEL SERVICE INC | 129,268 | $12.8B | 0.23% |
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