Badgley Phelps Wealth Managers, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Badgley Phelps Wealth Managers, LLC reported 333 stock positions worth $5.7 billion. Its top holding was Nvidia (NVDA) at 4.8% of the portfolio, followed by Apple (AAPL, 4.4%) and Microsoft (MSFT, 4.2%). Compared with Q1 2026, it opened 22 new positions, sold out of 18, added to 123 and reduced 150. The biggest buy was Palo Alto Networks (PANW, shares +8%) and the biggest sale iShares Russell Mid-Cap ETF (IWR, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001895362
- Portfolio Value
- $5.7B (Q2 2026)
- SEC Filing
- 0001895362-26-000006 ↗ filed Jul 31, 2026
Holdings Value
Holdings 333 stocks · $5.7B
| NVDA Nvidia Corp. | 4.76% | 1,357,879 | $271.7M | Add +0.1% |
| AAPL Apple Inc. | 4.37% | 861,390 | $249.3M | Add +0.7% |
| MSFT Microsoft Corp. | 4.23% | 647,049 | $241.4M | Add +0.6% |
| EFA iShares MSCI Eafe ETF | 4.20% | 2,307,217 | $239.7M | Add +2.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.47% | 653,239 | $198.0M | Reduce -3.0% |
| AMZN Amazon.com Inc. | 2.69% | 645,446 | $153.8M | Add +0.5% |
| VWO Vanguard Ftse Emerging Marke | 2.65% | 2,538,203 | $151.5M | Add +2.1% |
| IJH iShares Core S&P Midcap ETF | 2.46% | 1,821,548 | $140.5M | Add +1.3% |
| VEA Vanguard Ftse Developed ETF | 2.38% | 1,903,904 | $135.7M | Add +3.5% |
| GOOG Alphabet Inc. Class C | 2.03% | 327,319 | $115.7M | Add +2.8% |
| GOOGL Alphabet Inc. Class A | 1.95% | 311,229 | $111.2M | Reduce -2.4% |
| LLY Eli Lilly & Co. | 1.95% | 92,643 | $111.1M | Reduce -0.8% |
| IWO iShares Russell 2000 Growth | 1.58% | 228,374 | $90.0M | Add +1.9% |
| JPM JPMorgan Chase & Co. | 1.57% | 274,631 | $89.9M | Reduce -0.4% |
| LRCX Lam Research Corp. | 1.56% | 205,801 | $89.2M | Reduce -7.1% |
| IWN iShares Russell 2000 Value E | 1.54% | 397,941 | $88.0M | Add +2.0% |
| VGIT Vanguard Intermediate-Term T | 1.54% | 1,489,697 | $87.9M | Add +1.8% |
| COST Costco Wholesale Corp. | 1.48% | 90,596 | $84.8M | Add +2.4% |
| AVGO Broadcom Inc. | 1.37% | 206,427 | $78.0M | Add +1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.34% | 152,894 | $76.5M | Reduce -0.5% |
| V Visa Inc. Class A | 1.22% | 202,780 | $69.6M | Add +1.1% |
| META Meta Platforms Inc. Class A | 1.20% | 121,778 | $68.6M | Reduce -0.1% |
| CAT Caterpillar Inc. | 1.18% | 63,457 | $67.6M | Add +4.7% |
| PANW Palo Alto Networks Inc. | 1.12% | 187,888 | $64.1M | Add +7.6% |
| IWD iShares Russell 1000 Value E | 1.10% | 259,924 | $63.0M | Add +3.4% |
| IWF iShares Russell 1000 Growth | 1.10% | 506,793 | $62.9M | Add +7.7% |
| AMAT Applied Materials Inc. | 1.05% | 82,648 | $59.8M | Reduce -0.1% |
| MS Morgan Stanley | 1.04% | 283,722 | $59.3M | Reduce -2.1% |
| IWR iShares Russell Mid-Cap ETF | 1.00% | 519,161 | $57.3M | Reduce -24.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.98% | 162,359 | $55.8M | Add +1.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.96% | 623,005 | $54.7M | Reduce -2.8% |
| CSCO Cisco Systems Inc. | 0.95% | 461,916 | $54.3M | Reduce -1.5% |
| COLM Columbia Sportswear Co. | 0.83% | 768,830 | $47.5M | No change |
| WMT Walmart Inc. | 0.77% | 387,161 | $43.8M | Reduce -1.5% |
| LIN Linde PLC | 0.71% | 78,282 | $40.6M | Reduce -4.2% |
| RSP Invesco S&P 500 Equal Weight | 0.71% | 190,488 | $40.5M | Add +9.2% |
| VLO Valero Energy Corp. | 0.71% | 155,460 | $40.5M | Reduce -4.2% |
| BIV Vanguard Intermediate-Term B | 0.70% | 523,833 | $40.2M | Add +1.7% |
| JNJ Johnson & Johnson | 0.70% | 158,087 | $40.1M | Reduce -1.8% |
| BAC Bank of America Corp. | 0.69% | 690,617 | $39.4M | Add +0.9% |
| MRVL Marvell Technology Inc. | 0.67% | 128,603 | $38.3M | Add +0.7% |
| IWP iShares Russell Mid-Cap Grow | 0.64% | 250,932 | $36.7M | Add +1.6% |
| PH Parker Hannifin Corp. | 0.62% | 35,965 | $35.2M | Add +1.9% |
| IWM iShares Russell 2000 ETF | 0.60% | 114,350 | $34.4M | Reduce -14.3% |
| MU Micron Technology Inc. | 0.60% | 29,632 | $34.2M | Add +50.2% |
| TSLA Tesla Inc. | 0.56% | 76,644 | $32.2M | Add +6.8% |
| PWR Quanta Services Inc. | 0.55% | 43,980 | $31.7M | Add +0.2% |
| PG The Procter & Gamble Co. | 0.54% | 210,367 | $30.8M | Add +1.3% |
| HD Home Depot Inc. | 0.54% | 86,970 | $30.7M | Reduce -3.8% |
| BKNG Booking Holdings Inc. | 0.52% | 167,933 | $29.9M | Reduce -13.4% |
| IWS iShares Russell Mid-Cap Valu | 0.52% | 181,221 | $29.8M | Add +1.5% |
| NI Nisource Inc. | 0.52% | 623,005 | $29.6M | Reduce -0.5% |
| VRT Vertiv Holdings Co. Class A | 0.52% | 87,856 | $29.4M | Add +7.5% |
| PLD Prologis Inc. | 0.50% | 212,353 | $28.8M | Add +0.1% |
| VCIT Vanguard Int-Term Corporate | 0.50% | 346,715 | $28.7M | Add +1.6% |
| UNP Union Pacific Corp. | 0.49% | 101,873 | $27.7M | Add +0.3% |
| KO The Coca-Cola Co. | 0.48% | 333,789 | $27.3M | Reduce -0.1% |
| CB Chubb Ltd. | 0.46% | 76,083 | $26.0M | Add +1.1% |
| SMMD iShares Russell 2500 ETF | 0.45% | 279,503 | $25.6M | New |
| GE General Electric filed as GE AEROSPACE | 0.44% | 67,368 | $25.2M | Add +1.3% |
| MCK McKesson Corp. | 0.41% | 31,065 | $23.5M | Add +0.8% |
| URI United Rentals Inc. | 0.40% | 20,069 | $22.7M | Add +1.4% |
| NOW ServiceNow Inc. | 0.40% | 228,323 | $22.7M | Add +2.2% |
| DHR Danaher Corp. | 0.39% | 116,020 | $22.1M | Reduce -3.3% |
| JIRE JPMorgan Int Res Enh Eqty | 0.38% | 261,833 | $21.6M | Add +1.9% |
| CVX Chevron Corp. | 0.38% | 129,241 | $21.4M | Reduce -1.0% |
| TMO Thermo Fisher Scientific Inc. | 0.37% | 42,374 | $21.3M | Reduce -4.8% |
| EOG EOG Resources Inc. | 0.37% | 161,405 | $20.9M | Reduce -0.2% |
| NEE Nextera Energy Inc. | 0.36% | 233,824 | $20.5M | Add +0.9% |
| IWB iShares Russell 1000 ETF | 0.35% | 49,009 | $20.1M | Reduce -2.9% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.35% | 457,278 | $20.0M | Add +2.0% |
| ETN Eaton Corp. PLC | 0.34% | 46,032 | $19.6M | Add +2.3% |
| TXN Texas Instruments Inc. | 0.34% | 65,136 | $19.4M | Add +13.5% |
| ORLY O'reilly Automotive Inc. | 0.34% | 209,216 | $19.3M | Add +1.0% |
| MDLZ Mondelez International Inc. Class A | 0.33% | 326,098 | $19.0M | Add +2.1% |
| PCAR Paccar Inc. | 0.33% | 157,047 | $18.9M | Reduce -0.0% |
| SYK Stryker Corp. | 0.33% | 59,172 | $18.7M | Reduce -5.4% |
| MRSH Marsh & McLennan Cos | 0.32% | 110,525 | $18.4M | Reduce -3.1% |
| MRK Merck & Co. Inc. | 0.32% | 140,620 | $18.2M | Add +6.9% |
| MDT Medtronic PLC | 0.32% | 229,163 | $18.1M | Add +0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.32% | 119,132 | $18.0M | Add +3.8% |
| ECL Ecolab Inc. | 0.30% | 61,587 | $17.2M | Add +1.6% |
| ORCL Oracle Corp. | 0.30% | 116,576 | $17.1M | Reduce -0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 22,814 | $17.1M | Reduce -3.0% |
| LHX L3HARRIS Technologies Inc. | 0.30% | 58,492 | $17.0M | Add +1.4% |
| XOM Exxon Mobil Corp. | 0.30% | 123,778 | $16.9M | Add +2.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.29% | 194,736 | $16.3M | Reduce -0.7% |
| CRM Salesforce Inc. | 0.28% | 102,773 | $16.1M | Reduce -3.3% |
| SHW The Sherwin-Williams Co. | 0.28% | 46,472 | $16.0M | Add +1.6% |
| MCD McDonald's Corp. | 0.28% | 58,866 | $15.9M | Reduce -2.5% |
| GEV GE Vernova Inc. | 0.28% | 13,498 | $15.9M | Add +34.0% |
| CCK Crown Holdings Inc. | 0.27% | 140,119 | $15.7M | Reduce -7.4% |
| GILD Gilead Sciences Inc. | 0.27% | 122,348 | $15.5M | Add +0.1% |
| APH Amphenol Corp. Class A | 0.26% | 83,503 | $14.7M | Add +17.7% |
| GVI iShares Intermediate Governm | 0.25% | 137,101 | $14.5M | Add +11.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 39,286 | $14.5M | Reduce -2.7% |
| SNX TD Synnex Corp. | 0.25% | 54,041 | $14.4M | Add +10.0% |
| KKR KKR & Co. Inc. | 0.25% | 156,331 | $14.3M | Add +0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 147,132 | $14.3M | Add +3.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 49,384 | $13.9M | Add +3.2% |
Portfolio Sells Q1 2026 → Q2 2026
| IWR iShares Russell Mid-Cap ETF | Reduce -24.7% | 1.00% | −0.33 |
| WMT Walmart Inc. | Reduce -1.5% | 0.77% | −0.21 |
| META Meta Platforms Inc. Class A | Reduce -0.1% | 1.20% | −0.19 |
| CTSH Cognizant Tech Solutions-A | Reduce -93.6% | 0.01% | −0.18 |
| PEG Public Service Enterprise GP | Reduce -94.4% | 0.01% | −0.17 |
| CVX Chevron Corp. | Reduce -1.0% | 0.38% | −0.16 |
| GEHC GE Healthcare Technology | Reduce -88.3% | 0.02% | −0.15 |
| BSX Boston Scientific Corp. | Reduce -93.5% | 0.01% | −0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 1.34% | −0.13 |
| BKNG Booking Holdings Inc. | Reduce -13.4% | 0.52% | −0.13 |
| CRM Salesforce Inc. | Reduce -3.3% | 0.28% | −0.11 |
| KRMN Karman Holdings Inc. | Reduce -7.2% | 0.11% | −0.11 |
| EOG EOG Resources Inc. | Reduce -0.2% | 0.37% | −0.10 |
| MCD McDonald's Corp. | Reduce -2.5% | 0.28% | −0.10 |
| LIN Linde PLC | Reduce -4.2% | 0.71% | −0.09 |
| VLO Valero Energy Corp. | Reduce -4.2% | 0.71% | −0.09 |
| SYK Stryker Corp. | Reduce -5.4% | 0.33% | −0.08 |
| JNJ Johnson & Johnson | Reduce -1.8% | 0.70% | −0.08 |
| GWRE Guidewire Software Inc. | Reduce -91.5% | 0.00% | −0.08 |
| ADBE Adobe Inc. | Reduce -23.6% | 0.10% | −0.07 |
| RTX RTX Corp. | Reduce -23.4% | 0.15% | −0.07 |
| MRSH Marsh & McLennan Cos | Reduce -3.1% | 0.32% | −0.07 |
| DHR Danaher Corp. | Reduce -3.3% | 0.39% | −0.07 |
| PEP Pepsico Inc. | Reduce -8.6% | 0.15% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.8% | 0.37% | −0.06 |
| NI Nisource Inc. | Reduce -0.5% | 0.52% | −0.06 |
| IWM iShares Russell 2000 ETF | Reduce -14.3% | 0.60% | −0.06 |
| HD Home Depot Inc. | Reduce -3.8% | 0.54% | −0.05 |
| ORCL Oracle Corp. | Reduce -0.9% | 0.30% | −0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.0% | 3.47% | −0.04 |
| SCHW Schwab (charles) Corp. | Reduce -21.5% | 0.09% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -0.4% | 1.57% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -19.6% | 0.10% | −0.04 |
| AMT American Tower Corp. | Reduce -30.3% | 0.05% | −0.03 |
| HONA Honeywell Aerospace Inc. | Reduce -4.5% | 0.17% | −0.03 |
| KO The Coca-Cola Co. | Reduce -0.1% | 0.48% | −0.03 |
| PCAR Paccar Inc. | Reduce -0.0% | 0.33% | −0.03 |
| CCK Crown Holdings Inc. | Reduce -7.4% | 0.27% | −0.03 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -10.0% | 0.12% | −0.02 |
| BBAX JPMorgan Betabuilders Develo | Reduce -47.1% | 0.02% | −0.02 |
| NKE Nike Inc. Class B | Reduce -0.2% | 0.05% | −0.02 |
| ACN Accenture PLC Class A | Reduce -0.3% | 0.02% | −0.02 |
| CSGP Costar Group Inc. | Reduce -32.8% | 0.01% | −0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.8% | 0.96% | −0.02 |
| BDX Becton Dickinson and Co. | Reduce -22.4% | 0.03% | −0.02 |
| CTAS Cintas Corp. | Reduce -37.5% | 0.02% | −0.02 |
| MNST Monster Beverage Corp. | Reduce -27.0% | 0.09% | −0.02 |
| EEM iShares MSCI Emerging Market | Reduce -22.0% | 0.07% | −0.02 |
| FISV Fiserv Inc. | Reduce -29.4% | 0.02% | −0.01 |
| FTV Fortive Corp. | Reduce -25.4% | 0.03% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| PANW Palo Alto Networks Inc. | Add +7.6% | 1.12% | +0.57 |
| MU Micron Technology Inc. | Add +50.2% | 0.60% | +0.47 |
| SMMD iShares Russell 2500 ETF | New | 0.45% | +0.45 |
| MRVL Marvell Technology Inc. | Add +0.7% | 0.67% | +0.42 |
| CAT Caterpillar Inc. | Add +4.7% | 1.18% | +0.33 |
| EWY iShares MSCI South Korea ETF | New | 0.22% | +0.22 |
| GOOG Alphabet Inc. Class C | Add +2.8% | 2.03% | +0.21 |
| INTC Intel Corp. | Add +218.9% | 0.22% | +0.20 |
| IWO iShares Russell 2000 Growth | Add +1.9% | 1.58% | +0.18 |
| DAL Delta Air Lines Inc. | New | 0.17% | +0.17 |
| AMD Advanced Micro Devices | Add +69.6% | 0.21% | +0.16 |
| TXN Texas Instruments Inc. | Add +13.5% | 0.34% | +0.12 |
| AVGO Broadcom Inc. | Add +1.4% | 1.37% | +0.11 |
| URI United Rentals Inc. | Add +1.4% | 0.40% | +0.11 |
| VRT Vertiv Holdings Co. Class A | Add +7.5% | 0.52% | +0.11 |
| IWF iShares Russell 1000 Growth | Add +7.7% | 1.10% | +0.10 |
| GEV GE Vernova Inc. | Add +34.0% | 0.28% | +0.10 |
| SNX TD Synnex Corp. | Add +10.0% | 0.25% | +0.09 |
| APH Amphenol Corp. Class A | Add +17.7% | 0.26% | +0.08 |
| PWR Quanta Services Inc. | Add +0.2% | 0.55% | +0.08 |
| IWN iShares Russell 2000 Value E | Add +2.0% | 1.54% | +0.07 |
| GE General Electric | Add +1.3% | 0.44% | +0.06 |
| NVDA Nvidia Corp. | Add +0.1% | 4.76% | +0.05 |
| RSP Invesco S&P 500 Equal Weight | Add +9.2% | 0.71% | +0.04 |
| AAPL Apple Inc. | Add +0.7% | 4.37% | +0.04 |
| IJH iShares Core S&P Midcap ETF | Add +1.3% | 2.46% | +0.04 |
| ANET Arista Networks Inc. | Add +14.3% | 0.15% | +0.04 |
| IWD iShares Russell 1000 Value E | Add +3.4% | 1.10% | +0.03 |
| TSLA Tesla Inc. | Add +6.8% | 0.56% | +0.03 |
| AMZN Amazon.com Inc. | Add +0.5% | 2.69% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +3.5% | 2.38% | +0.03 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +1.6% | 0.98% | +0.03 |
| WDC Western Digital Corp. | New | 0.03% | +0.03 |
| BAC Bank of America Corp. | Add +0.9% | 0.69% | +0.03 |
| SNDK Sandisk Corp. | New | 0.02% | +0.02 |
| ETN Eaton Corp. PLC | Add +2.3% | 0.34% | +0.02 |
| RELY Remitly Global Inc. | Add +5.4% | 0.09% | +0.02 |
| FWONK Liberty Media Corp. Class C | Add +13.6% | 0.15% | +0.02 |
| IWP iShares Russell Mid-Cap Grow | Add +1.6% | 0.64% | +0.01 |
| IBM Intl Business Machines Corp. | Add +3.2% | 0.24% | +0.01 |
| V Visa Inc. Class A | Add +1.1% | 1.22% | +0.01 |
| MET Metlife Inc. | Add +1.6% | 0.15% | +0.01 |
| XLK SS Technology Select Sector | Add +8.2% | 0.03% | +0.01 |
| STX Seagate Technology Holdings | Add +1.4% | 0.01% | +0.01 |
| KLAC KLA Corp. | New | 0.01% | +0.01 |
| PNC PNC Financial Services Group | New | 0.01% | +0.01 |
| BND Vanguard Total Bond Market | New | 0.01% | +0.01 |
| CMI Cummins Inc. | New | 0.00% | +0.00 |
| IWS iShares Russell Mid-Cap Valu | Add +1.5% | 0.52% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +7.4% | 0.06% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 333 | $5.7B | NVDA, AAPL, MSFT, EFA, VB |
| Q1 2026 | 328 | $5.0B | MSFT, NVDA, EFA, AAPL, VB |
| Q4 2025 | 327 | $5.5B | MSFT, AAPL, NVDA, EFA, VB |
| Q3 2025 | 296 | $4.8B | MSFT, NVDA, EFA, AAPL, VB |
| Q2 2025 | 296 | $4.5B | MSFT, NVDA, EFA, AAPL, AMZN |
| Q1 2025 | 299 | $4.1B | MSFT, EFA, AAPL, NVDA, VB |
| Q4 2024 | 288 | $4.3B | MSFT, AAPL, NVDA, EFA, AMZN |
| Q3 2024 | 290 | $4.3B | MSFT, EFA, AAPL, NVDA, VB |
| Q2 2024 | 254 | $4.0B | MSFT, EFA, AAPL, NVDA, AMZN |
| Q1 2024 | 260 | $4.0B | MSFT, EFA, APPLE INC, NVDA, VB |