Badgley Phelps Wealth Managers, LLC
Q2 2026 13F filing
Updated 42 days ago333 disclosed positions worth $5.7B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $271.7M | 1.36M | 4.76% | Added(+0.1%) |
| 2 | A AAPL APPLE INC | $249.3M | 861.4K | 4.37% | Added(+0.7%) |
| 3 | M MSFT MICROSOFT CORP | $241.4M | 647.0K | 4.23% | Added(+0.6%) |
| 4 | E ETHA ISHARES TR | $239.7M | 2.31M | 4.20% | Added(+2.1%) |
| 5 | V VGES VANGUARD INDEX FDS | $198M | 653.2K | 3.47% | Trimmed(-3.0%) |
| 6 | A AMZN AMAZON COM INC | $153.8M | 645.4K | 2.69% | Added(+0.5%) |
| 7 | V VGES VANGUARD INTL EQUITY INDEX F | $151.5M | 2.54M | 2.65% | Added(+2.1%) |
| 8 | E ETHA ISHARES TR | $140.5M | 1.82M | 2.46% | Added(+1.3%) |
| 9 | V VGES VANGUARD TAX-MANAGED FDS | $135.7M | 1.90M | 2.38% | Added(+3.5%) |
| 10 | G GOOGN ALPHABET INC | $115.7M | 327.3K | 2.03% | Added(+2.8%) |
| 11 | G GOOGN ALPHABET INC | $111.2M | 311.2K | 1.95% | Trimmed(-2.4%) |
| 12 | L LLY ELI LILLY & CO | $111.1M | 92.6K | 1.95% | Trimmed(-0.8%) |
| 13 | E ETHA ISHARES TR | $90M | 228.4K | 1.58% | Added(+1.9%) |
| 14 | J JPM-PM JPMORGAN CHASE & CO | $89.9M | 274.6K | 1.57% | Trimmed(-0.4%) |
| 15 | L LRCX LAM RESEARCH CORP | $89.2M | 205.8K | 1.56% | Trimmed(-7.1%) |
| 16 | E ETHA ISHARES TR | $88M | 397.9K | 1.54% | Added(+2.0%) |
| 17 | V VGES VANGUARD SCOTTSDALE FDS | $87.9M | 1.49M | 1.54% | Added(+1.8%) |
| 18 | C COST COSTCO WHOLESALE CORPORATION | $84.8M | 90.6K | 1.48% | Added(+2.4%) |
| 19 | A AVGO BROADCOM INC | $78M | 206.4K | 1.37% | Added(+1.4%) |
| 20 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $76.5M | 152.9K | 1.34% | Trimmed(-0.5%) |
| 21 | V V VISA INC | $69.6M | 202.8K | 1.22% | Added(+1.1%) |
| 22 | M META META PLATFORMS INC | $68.6M | 121.8K | 1.20% | Trimmed(-0.1%) |
| 23 | C CAT CATERPILLAR INC | $67.6M | 63.5K | 1.18% | Added(+4.7%) |
| 24 | P PANW PALO ALTO NETWORKS INC | $64.1M | 187.9K | 1.12% | Added(+7.6%) |
| 25 | E ETHA ISHARES TR | $63M | 259.9K | 1.10% | Added(+3.4%) |
| 26 | E ETHA ISHARES TR | $62.9M | 506.8K | 1.10% | Added(+330.9%) |
| 27 | A AMAT APPLIED MATLS INC | $59.8M | 82.6K | 1.05% | Trimmed(-0.1%) |
| 28 | M MS-PP MORGAN STANLEY | $59.3M | 283.7K | 1.04% | Trimmed(-2.1%) |
| 29 | E ETHA ISHARES TR | $57.3M | 519.2K | 1.00% | Trimmed(-24.7%) |
| 30 | V VGES VANGUARD INDEX FDS | $55.8M | 162.4K | 0.98% | Added(+1.6%) |
| 31 | S STT-PG SPDR SERIES TRUST | $54.7M | 623.0K | 0.96% | Trimmed(-2.8%) |
| 32 | C CSCO CISCO SYS INC | $54.3M | 461.9K | 0.95% | Trimmed(-1.5%) |
| 33 | C COLM COLUMBIA SPORTSWEAR CO | $47.5M | 768.8K | 0.83% | Unchanged |
| 34 | W WMT WALMART INC | $43.8M | 387.2K | 0.77% | Trimmed(-1.5%) |
| 35 | L LIN LINDE PLC | $40.6M | 78.3K | 0.71% | Trimmed(-4.2%) |
| 36 | I IVZ INVESCO EXCHANGE TRADED FD T | $40.5M | 190.5K | 0.71% | Added(+9.2%) |
| 37 | V VLO VALERO ENERGY CORP | $40.5M | 155.5K | 0.71% | Trimmed(-4.2%) |
| 38 | V VGES VANGUARD BD INDEX FDS | $40.2M | 523.8K | 0.70% | Added(+1.7%) |
| 39 | J JNJ JOHNSON & JOHNSON | $40.1M | 158.1K | 0.70% | Trimmed(-1.8%) |
| 40 | B BAC-PS BANK OF AMER CORP | $39.4M | 690.6K | 0.69% | Added(+0.9%) |
| 41 | M MRVL MARVELL TECHNOLOGY INC | $38.3M | 128.6K | 0.67% | Added(+0.7%) |
| 42 | E ETHA ISHARES TR | $36.7M | 250.9K | 0.64% | Added(+1.6%) |
| 43 | P PH PARKER-HANNIFIN CORP | $35.2M | 36.0K | 0.62% | Added(+1.9%) |
| 44 | E ETHA ISHARES TR | $34.4M | 114.3K | 0.60% | Trimmed(-14.3%) |
| 45 | M MU MICRON TECHNOLOGY INC | $34.2M | 29.6K | 0.60% | Added(+50.2%) |
| 46 | T TSLA TESLA INC | $32.2M | 76.6K | 0.56% | Added(+6.8%) |
| 47 | P PWR QUANTA SVCS INC | $31.7M | 44.0K | 0.55% | Added(+0.2%) |
| 48 | P PG PROCTER & GAMBLE CO | $30.8M | 210.4K | 0.54% | Added(+1.3%) |
| 49 | H HD HOME DEPOT INC | $30.7M | 87.0K | 0.54% | Trimmed(-3.8%) |
| 50 | B BKNG BOOKING HOLDINGS INC | $29.9M | 167.9K | 0.52% | Added(+2064.4%) |