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Badgley Phelps Wealth Managers, LLC

Q2 2026 13F filing

Updated 42 days ago

333 disclosed positions worth $5.7B

Portfolio value
$5.7B
Total holdings
333
New positions
24
Closed positions
19
Increased
124
Decreased
147
Turnover
12.9%
Filed
2026-07-31

Full holdings

Every line item disclosed in Q2 2026

N

NVIDIA CORPORATION

+0.1%
Value
$271.7M
Shares
1.36M
% Port
4.76%
A

APPLE INC

+0.7%
Value
$249.3M
Shares
861.4K
% Port
4.37%
M

MICROSOFT CORP

+0.6%
Value
$241.4M
Shares
647.0K
% Port
4.23%
E

ISHARES TR

+2.1%
Value
$239.7M
Shares
2.31M
% Port
4.20%
V

VANGUARD INDEX FDS

-3.0%
Value
$198M
Shares
653.2K
% Port
3.47%
A

AMAZON COM INC

+0.5%
Value
$153.8M
Shares
645.4K
% Port
2.69%
V

VANGUARD INTL EQUITY INDEX F

+2.1%
Value
$151.5M
Shares
2.54M
% Port
2.65%
E

ISHARES TR

+1.3%
Value
$140.5M
Shares
1.82M
% Port
2.46%
V

VANGUARD TAX-MANAGED FDS

+3.5%
Value
$135.7M
Shares
1.90M
% Port
2.38%
G

ALPHABET INC

+2.8%
Value
$115.7M
Shares
327.3K
% Port
2.03%
G

ALPHABET INC

-2.4%
Value
$111.2M
Shares
311.2K
% Port
1.95%
L
12.LLY

ELI LILLY & CO

-0.8%
Value
$111.1M
Shares
92.6K
% Port
1.95%
E
13.ETHA

ISHARES TR

+1.9%
Value
$90M
Shares
228.4K
% Port
1.58%
J

JPMORGAN CHASE & CO

-0.4%
Value
$89.9M
Shares
274.6K
% Port
1.57%
L
15.LRCX

LAM RESEARCH CORP

-7.1%
Value
$89.2M
Shares
205.8K
% Port
1.56%
E
16.ETHA

ISHARES TR

+2.0%
Value
$88M
Shares
397.9K
% Port
1.54%
V
17.VGES

VANGUARD SCOTTSDALE FDS

+1.8%
Value
$87.9M
Shares
1.49M
% Port
1.54%
C
18.COST

COSTCO WHOLESALE CORPORATION

+2.4%
Value
$84.8M
Shares
90.6K
% Port
1.48%
A
19.AVGO

BROADCOM INC

+1.4%
Value
$78M
Shares
206.4K
% Port
1.37%
B

BERKSHIRE HATHAWAY INC DEL

-0.5%
Value
$76.5M
Shares
152.9K
% Port
1.34%
V
21.V

VISA INC

+1.1%
Value
$69.6M
Shares
202.8K
% Port
1.22%
M
22.META

META PLATFORMS INC

-0.1%
Value
$68.6M
Shares
121.8K
% Port
1.20%
C
23.CAT

CATERPILLAR INC

+4.7%
Value
$67.6M
Shares
63.5K
% Port
1.18%
P
24.PANW

PALO ALTO NETWORKS INC

+7.6%
Value
$64.1M
Shares
187.9K
% Port
1.12%
E
25.ETHA

ISHARES TR

+3.4%
Value
$63M
Shares
259.9K
% Port
1.10%
E
26.ETHA

ISHARES TR

+330.9%
Value
$62.9M
Shares
506.8K
% Port
1.10%
A
27.AMAT

APPLIED MATLS INC

-0.1%
Value
$59.8M
Shares
82.6K
% Port
1.05%
M

MORGAN STANLEY

-2.1%
Value
$59.3M
Shares
283.7K
% Port
1.04%
E
29.ETHA

ISHARES TR

-24.7%
Value
$57.3M
Shares
519.2K
% Port
1.00%
V
30.VGES

VANGUARD INDEX FDS

+1.6%
Value
$55.8M
Shares
162.4K
% Port
0.98%
S

SPDR SERIES TRUST

-2.8%
Value
$54.7M
Shares
623.0K
% Port
0.96%
C
32.CSCO

CISCO SYS INC

-1.5%
Value
$54.3M
Shares
461.9K
% Port
0.95%
C
33.COLM

COLUMBIA SPORTSWEAR CO

Unchanged
Value
$47.5M
Shares
768.8K
% Port
0.83%
W
34.WMT

WALMART INC

-1.5%
Value
$43.8M
Shares
387.2K
% Port
0.77%
L
35.LIN

LINDE PLC

-4.2%
Value
$40.6M
Shares
78.3K
% Port
0.71%
I
36.IVZ

INVESCO EXCHANGE TRADED FD T

+9.2%
Value
$40.5M
Shares
190.5K
% Port
0.71%
V
37.VLO

VALERO ENERGY CORP

-4.2%
Value
$40.5M
Shares
155.5K
% Port
0.71%
V
38.VGES

VANGUARD BD INDEX FDS

+1.7%
Value
$40.2M
Shares
523.8K
% Port
0.70%
J
39.JNJ

JOHNSON & JOHNSON

-1.8%
Value
$40.1M
Shares
158.1K
% Port
0.70%
B

BANK OF AMER CORP

+0.9%
Value
$39.4M
Shares
690.6K
% Port
0.69%
M
41.MRVL

MARVELL TECHNOLOGY INC

+0.7%
Value
$38.3M
Shares
128.6K
% Port
0.67%
E
42.ETHA

ISHARES TR

+1.6%
Value
$36.7M
Shares
250.9K
% Port
0.64%
P
43.PH

PARKER-HANNIFIN CORP

+1.9%
Value
$35.2M
Shares
36.0K
% Port
0.62%
E
44.ETHA

ISHARES TR

-14.3%
Value
$34.4M
Shares
114.3K
% Port
0.60%
M
45.MU

MICRON TECHNOLOGY INC

+50.2%
Value
$34.2M
Shares
29.6K
% Port
0.60%
T
46.TSLA

TESLA INC

+6.8%
Value
$32.2M
Shares
76.6K
% Port
0.56%
P
47.PWR

QUANTA SVCS INC

+0.2%
Value
$31.7M
Shares
44.0K
% Port
0.55%
P
48.PG

PROCTER & GAMBLE CO

+1.3%
Value
$30.8M
Shares
210.4K
% Port
0.54%
H
49.HD

HOME DEPOT INC

-3.8%
Value
$30.7M
Shares
87.0K
% Port
0.54%
B
50.BKNG

BOOKING HOLDINGS INC

+2064.4%
Value
$29.9M
Shares
167.9K
% Port
0.52%