Badgley Phelps Wealth Managers, LLC
Q3 2026 13F filing
Updated 14 days ago344 disclosed positions worth $5.8B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MICROSOFT CORP | $335.3M | 653.6K | 5.78% | Added(+1.0%) |
| 2 | N NVIDIA CORPORATION | $308.1M | 1.35M | 5.31% | Trimmed(-0.8%) |
| 3 | A APPLE INC | $306M | 918.9K | 5.27% | Added(+6.7%) |
| 4 | E ISHARES TR | $247M | 2.38M | 4.26% | Added(+3.0%) |
| 5 | V VANGUARD INDEX FDS | $176.9M | 622.0K | 3.05% | Trimmed(-4.8%) |
| 6 | A AMAZON COM INC | $161M | 646.1K | 2.77% | Added(+0.1%) |
| 7 | V VANGUARD INTL EQUITY INDEX F | $153.4M | 2.59M | 2.64% | Added(+1.9%) |
| 8 | V VANGUARD TAX-MANAGED FDS | $137.5M | 1.95M | 2.37% | Added(+2.3%) |
| 9 | E ISHARES TR | $128.9M | 1.79M | 2.22% | Trimmed(-1.6%) |
| 10 | G ALPHABET INC | $115.8M | 339.8K | 2.00% | Added(+3.8%) |
| 11 | L ELI LILLY & CO | $107.1M | 92.5K | 1.85% | Trimmed(-0.1%) |
| 12 | G ALPHABET INC | $105.9M | 307.7K | 1.82% | Trimmed(-1.1%) |
| 13 | J JPMORGAN CHASE & CO | $89.8M | 271.3K | 1.55% | Trimmed(-1.2%) |
| 14 | M META PLATFORMS INC | $88.9M | 122.7K | 1.53% | Added(+0.7%) |
| 15 | E ISHARES TR | $84.2M | 402.2K | 1.45% | Added(+1.1%) |
| 16 | E ISHARES TR | $82.3M | 230.6K | 1.42% | Added(+1.0%) |
| 17 | V VANGUARD SCOTTSDALE FDS | $81.4M | 1.44M | 1.40% | Trimmed(-3.5%) |
| 18 | C COSTCO WHOLESALE CORPORATION | $81.1M | 89.1K | 1.40% | Trimmed(-1.7%) |
| 19 | B BERKSHIRE HATHAWAY INC DEL | $75.3M | 151.3K | 1.30% | Trimmed(-1.1%) |
| 20 | P PALO ALTO NETWORKS INC | $73.3M | 184.6K | 1.26% | Trimmed(-1.8%) |
| 21 | V VISA INC | $72.8M | 202.6K | 1.25% | Trimmed(-0.1%) |
| 22 | A BROADCOM INC | $71.9M | 204.6K | 1.24% | Trimmed(-0.9%) |
| 23 | E ISHARES TR | $68.1M | 543.8K | 1.17% | Added(+7.3%) |
| 24 | E ISHARES TR | $65.4M | 263.7K | 1.13% | Added(+1.5%) |
| 25 | L LAM RESEARCH CORP | $65.1M | 197.8K | 1.12% | Trimmed(-3.9%) |
| 26 | V VANGUARD INDEX FDS | $58.2M | 165.5K | 1.00% | Added(+1.9%) |
| 27 | V VALERO ENERGY CORP | $57.6M | 148.7K | 0.99% | Trimmed(-4.3%) |
| 28 | S SPDR SERIES TRUST | $55.8M | 622.0K | 0.96% | Trimmed(-0.2%) |
| 29 | E ISHARES TR | $55.5M | 519.7K | 0.96% | Added(+0.1%) |
| 30 | M MORGAN STANLEY | $52.7M | 280.0K | 0.91% | Trimmed(-1.3%) |
| 31 | C CATERPILLAR INC | $49.6M | 61.1K | 0.85% | Trimmed(-3.6%) |
| 32 | C CISCO SYS INC | $49.3M | 457.7K | 0.85% | Trimmed(-0.9%) |
| 33 | C COLUMBIA SPORTSWEAR CO | $44.1M | 768.8K | 0.76% | Unchanged |
| 34 | I INVESCO EXCHANGE TRADED FD T | $43.5M | 209.0K | 0.75% | Added(+9.7%) |
| 35 | A APPLIED MATLS INC | $42.8M | 83.7K | 0.74% | Added(+1.3%) |
| 36 | J JOHNSON & JOHNSON | $41M | 154.9K | 0.71% | Trimmed(-2.0%) |
| 37 | W WALMART INC | $39.1M | 376.2K | 0.67% | Trimmed(-2.8%) |
| 38 | B BANK OF AMER CORP | $37.7M | 691.9K | 0.65% | Added(+0.2%) |
| 39 | V VANGUARD BD INDEX FDS | $36.4M | 499.9K | 0.63% | Trimmed(-4.6%) |
| 40 | L LINDE PLC | $35.9M | 75.6K | 0.62% | Trimmed(-3.5%) |
| 41 | E ISHARES TR | $34.8M | 252.6K | 0.60% | Added(+0.7%) |
| 42 | P PARKER-HANNIFIN CORP | $34.7M | 36.3K | 0.60% | Added(+0.9%) |
| 43 | ? N/A ISHARES TR | $34.1M | 399.2K | 0.59% | Added(+42.8%) |
| 44 | M MICRON TECHNOLOGY INC | $33.4M | 31.3K | 0.57% | Added(+5.7%) |
| 45 | M MARVELL TECHNOLOGY INC | $32.8M | 124.1K | 0.57% | Trimmed(-3.5%) |
| 46 | N SERVICENOW INC | $31.1M | 232.1K | 0.54% | Added(+1.6%) |
| 47 | V VANGUARD SCOTTSDALE FDS | $31.1M | 397.2K | 0.54% | Added(+14.6%) |
| 48 | P PROCTER & GAMBLE CO | $30.5M | 210.0K | 0.53% | Trimmed(-0.2%) |
| 49 | E ISHARES TR | $29.4M | 183.2K | 0.51% | Added(+1.1%) |
| 50 | K COCA COLA CO | $28.9M | 334.1K | 0.50% | Added(+0.1%) |