Badgley Phelps Wealth Managers, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Badgley Phelps Wealth Managers, LLC reported 288 stock positions worth $4.3 billion. Its top holding was Microsoft (MSFT) at 6.1% of the portfolio, followed by Apple (AAPL, 4.8%) and Nvidia (NVDA, 4.1%). Compared with Q3 2024, it opened 11 new positions, sold out of 13, added to 96 and reduced 135. The biggest buy was iShares Russell 1000 Value E (IWD, shares +46%) and the biggest sale iShares MSCI Eafe ETF (EFA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001895362
- Portfolio Value
- $4.3B (Q4 2024)
- SEC Filing
- 0001895362-25-000002 ↗ filed Feb 11, 2025
Holdings Value
Holdings 288 stocks · $4.3B
| MSFT Microsoft Corp. | 6.15% | 624,839 | $263.4M | Reduce -1.6% |
| AAPL Apple Inc. | 4.77% | 815,428 | $204.2M | Add +0.1% |
| NVDA Nvidia Corp. | 4.08% | 1,302,656 | $174.9M | Reduce -2.6% |
| EFA iShares MSCI Eafe ETF | 4.00% | 2,268,679 | $171.5M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 3.13% | 611,886 | $134.2M | Reduce -1.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.96% | 528,262 | $126.9M | Reduce -0.3% |
| IJH iShares Core S&P Midcap ETF | 2.31% | 1,587,884 | $98.9M | Reduce -0.3% |
| VWO Vanguard Ftse Emerging Marke | 2.19% | 2,131,632 | $93.9M | Reduce -0.8% |
| VEA Vanguard Ftse Developed ETF | 2.08% | 1,864,742 | $89.2M | Reduce -2.1% |
| COST Costco Wholesale Corp. | 1.98% | 92,718 | $85.0M | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 1.69% | 302,573 | $72.5M | Add +1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.68% | 158,953 | $72.1M | Add +0.2% |
| LLY Eli Lilly & Co. | 1.63% | 90,256 | $69.7M | Reduce -1.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.62% | 1,008,412 | $69.5M | Add +1.2% |
| COLM Columbia Sportswear Co. | 1.57% | 800,648 | $67.2M | Reduce -0.1% |
| V Visa Inc. Class A | 1.50% | 203,716 | $64.4M | Reduce -1.6% |
| META Meta Platforms Inc. Class A | 1.44% | 105,345 | $61.7M | Reduce -0.5% |
| IWD iShares Russell 1000 Value E | 1.41% | 326,046 | $60.4M | Add +45.8% |
| IWO iShares Russell 2000 Growth | 1.36% | 202,183 | $58.2M | Reduce -0.3% |
| IWN iShares Russell 2000 Value E | 1.36% | 353,722 | $58.1M | Reduce 0.0% |
| GOOG Alphabet Inc. Class C | 1.30% | 292,623 | $55.7M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 1.29% | 290,943 | $55.1M | Reduce -1.3% |
| IWR iShares Russell Mid-Cap ETF | 1.28% | 620,112 | $54.8M | Add +0.8% |
| NOW ServiceNow Inc. | 1.23% | 49,806 | $52.8M | Reduce -0.4% |
| IWF iShares Russell 1000 Growth | 1.03% | 110,031 | $44.2M | Add +6.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.02% | 162,553 | $43.8M | Add +1.6% |
| CRM Salesforce Inc. | 0.95% | 121,964 | $40.8M | Reduce -1.2% |
| JPST JPMorgan Ultra-Short Income | 0.95% | 801,684 | $40.5M | Add +2.1% |
| VGIT Vanguard Intermediate-Term T | 0.93% | 690,136 | $40.0M | Reduce -1.9% |
| BIV Vanguard Intermediate-Term B | 0.93% | 532,837 | $39.8M | Add +2.4% |
| WMT Walmart Inc. | 0.85% | 402,520 | $36.4M | Add +1.8% |
| MS Morgan Stanley | 0.84% | 287,763 | $36.2M | Add +0.8% |
| PG The Procter & Gamble Co. | 0.82% | 210,260 | $35.3M | Add +0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.76% | 743,852 | $32.7M | Add +2.0% |
| BKNG Booking Holdings Inc. | 0.76% | 6,558 | $32.6M | Reduce -0.1% |
| PANW Palo Alto Networks Inc. | 0.73% | 172,220 | $31.3M | Reduce -8.4% |
| ORCL Oracle Corp. | 0.70% | 179,670 | $29.9M | Reduce -0.1% |
| HD Home Depot Inc. | 0.69% | 76,526 | $29.8M | Reduce -0.1% |
| LIN Linde PLC | 0.69% | 70,626 | $29.6M | Add +1.3% |
| MRSH Marsh & McLennan Cos | 0.68% | 137,067 | $29.1M | Reduce -0.8% |
| IWP iShares Russell Mid-Cap Grow | 0.67% | 227,486 | $28.8M | Add +0.7% |
| CSCO Cisco Systems Inc. | 0.67% | 481,822 | $28.5M | Add +0.1% |
| VCIT Vanguard Int-Term Corporate | 0.66% | 351,563 | $28.2M | Add +3.5% |
| ADBE Adobe Inc. | 0.64% | 61,800 | $27.5M | Reduce -0.7% |
| JEPI JPMorgan Equity Premium Inco | 0.61% | 449,925 | $26.1M | Add +2.8% |
| UNH Unitedhealth Group Inc. | 0.59% | 49,944 | $25.3M | Reduce -3.9% |
| KKR KKR & Co. Inc. | 0.58% | 166,872 | $24.7M | Add +1.6% |
| CAT Caterpillar Inc. | 0.57% | 67,167 | $24.4M | Add +0.8% |
| TSLA Tesla Inc. | 0.52% | 55,629 | $22.5M | Add +2.7% |
| DHR Danaher Corp. | 0.52% | 97,085 | $22.3M | Add +0.0% |
| UNP Union Pacific Corp. | 0.52% | 97,252 | $22.2M | Add +0.3% |
| HON Honeywell International Inc. | 0.52% | 97,840 | $22.1M | Reduce -0.6% |
| PLD Prologis Inc. | 0.51% | 205,183 | $21.7M | Reduce -4.2% |
| EQIX Equinix Inc. | 0.50% | 22,672 | $21.4M | Reduce -1.0% |
| TMO Thermo Fisher Scientific Inc. | 0.50% | 40,834 | $21.3M | Reduce -3.6% |
| PH Parker Hannifin Corp. | 0.49% | 33,045 | $21.0M | Add +3.5% |
| IWS iShares Russell Mid-Cap Valu | 0.48% | 159,838 | $20.7M | Add +1.1% |
| CB Chubb Ltd. | 0.48% | 74,291 | $20.6M | Add +0.1% |
| EOG EOG Resources Inc. | 0.48% | 166,909 | $20.5M | Reduce -2.6% |
| NI Nisource Inc. | 0.47% | 549,034 | $20.2M | Add +3.2% |
| KO The Coca-Cola Co. | 0.47% | 321,336 | $20.0M | Add +0.6% |
| CVX Chevron Corp. | 0.46% | 136,795 | $19.8M | Reduce -1.2% |
| MDLZ Mondelez International Inc. Class A | 0.43% | 306,040 | $18.4M | Reduce -4.7% |
| PEP Pepsico Inc. | 0.43% | 120,022 | $18.4M | Reduce -4.0% |
| VLO Valero Energy Corp. | 0.41% | 143,677 | $17.6M | Reduce -3.1% |
| IWB iShares Russell 1000 ETF | 0.41% | 54,353 | $17.5M | Reduce -0.5% |
| PCAR Paccar Inc. | 0.40% | 159,235 | $17.0M | Add +0.1% |
| LRCX Lam Research Corp. | 0.40% | 235,003 | $17.0M | Reduce -8.9% |
| UPS United Parcel Service Class B | 0.40% | 134,600 | $17.0M | Reduce -0.1% |
| SYK Stryker Corp. | 0.39% | 46,831 | $16.9M | Add +0.5% |
| CTSH Cognizant Tech Solutions-A | 0.39% | 218,921 | $16.8M | Add +1.9% |
| JNJ Johnson & Johnson | 0.39% | 116,376 | $16.8M | Reduce -1.9% |
| NEE Nextera Energy Inc. | 0.39% | 231,980 | $16.6M | Reduce -35.2% |
| MDT Medtronic PLC | 0.39% | 205,707 | $16.6M | Reduce -16.0% |
| ORLY O'reilly Automotive Inc. | 0.39% | 13,933 | $16.5M | Add +0.1% |
| MCK McKesson Corp. | 0.38% | 28,535 | $16.3M | Add +1.4% |
| ACN Accenture PLC Class A | 0.38% | 46,251 | $16.3M | Reduce -5.8% |
| MCD McDonald's Corp. | 0.36% | 53,722 | $15.6M | Reduce -34.3% |
| SHW The Sherwin-Williams Co. | 0.36% | 45,478 | $15.5M | Reduce -1.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.36% | 136,627 | $15.3M | Reduce -3.5% |
| MRVL Marvell Technology Inc. | 0.35% | 136,732 | $15.1M | Add +2.6% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.35% | 462,972 | $14.9M | Add +1.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.34% | 253,965 | $14.6M | Add +57.4% |
| ECL Ecolab Inc. | 0.34% | 61,292 | $14.4M | Reduce -2.4% |
| ETN Eaton Corp. PLC | 0.33% | 42,177 | $14.0M | Add +75.3% |
| AMAT Applied Materials Inc. | 0.31% | 82,150 | $13.4M | Reduce -1.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.30% | 44,798 | $13.0M | Reduce -1.5% |
| SNPS Synopsys Inc. | 0.30% | 26,706 | $13.0M | Reduce -0.4% |
| CSGP Costar Group Inc. | 0.30% | 177,492 | $12.7M | Reduce -2.6% |
| URI United Rentals Inc. | 0.29% | 17,786 | $12.5M | Add +4.3% |
| AMGN Amgen Inc. | 0.29% | 47,551 | $12.4M | Add +1.2% |
| CMG Chipotle Mexican Grill Inc. | 0.29% | 203,848 | $12.3M | Reduce -1.9% |
| J Jacobs Solutions Inc. | 0.28% | 91,047 | $12.2M | Add +5.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.28% | 20,589 | $12.1M | Reduce -0.3% |
| AMT American Tower Corp. | 0.28% | 65,382 | $12.1M | Reduce -6.3% |
| BBAX JPMorgan Betabuilders Develo | 0.28% | 244,772 | $11.9M | Reduce -2.8% |
| VXUS Vanguard Total Intl Stock | 0.27% | 198,531 | $11.7M | Add +1.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.26% | 93,771 | $11.3M | Add +1635.5% |
| ZTS Zoetis Inc. | 0.26% | 69,355 | $11.3M | Reduce -1.0% |
| GILD Gilead Sciences Inc. | 0.26% | 122,328 | $11.3M | Reduce -1.1% |
Portfolio Sells Q3 2024 → Q4 2024
| EFA iShares MSCI Eafe ETF | Reduce -1.1% | 4.00% | −0.45 |
| NEE Nextera Energy Inc. | Reduce -35.2% | 0.39% | −0.32 |
| MRK Merck & Co. Inc. | Reduce -50.7% | 0.22% | −0.28 |
| LLY Eli Lilly & Co. | Reduce -1.8% | 1.63% | −0.27 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.1% | 2.08% | −0.26 |
| VZ Verizon Communications Inc. | Reduce -79.9% | 0.06% | −0.25 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.23 |
| PFE Pfizer Inc. | Reduce -82.6% | 0.04% | −0.22 |
| MCD McDonald's Corp. | Reduce -34.3% | 0.36% | −0.21 |
| MSFT Microsoft Corp. | Reduce -1.6% | 6.15% | −0.20 |
| SYY Sysco Corp. | Reduce -66.9% | 0.10% | −0.20 |
| APTV Aptiv PLC | Reduce -93.2% | 0.01% | −0.20 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.8% | 2.19% | −0.20 |
| REGN Regeneron Pharmaceuticals | Reduce -51.9% | 0.08% | −0.17 |
| MDT Medtronic PLC | Reduce -16.0% | 0.39% | −0.13 |
| AMD Advanced Micro Devices | Reduce -37.2% | 0.11% | −0.13 |
| MDLZ Mondelez International Inc. Class A | Reduce -4.7% | 0.43% | −0.12 |
| PLD Prologis Inc. | Reduce -4.2% | 0.51% | −0.12 |
| UNH Unitedhealth Group Inc. | Reduce -3.9% | 0.59% | −0.12 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.6% | 0.50% | −0.11 |
| ADBE Adobe Inc. | Reduce -0.7% | 0.64% | −0.11 |
| AMT American Tower Corp. | Reduce -6.3% | 0.28% | −0.10 |
| LRCX Lam Research Corp. | Reduce -8.9% | 0.40% | −0.09 |
| AMAT Applied Materials Inc. | Reduce -1.9% | 0.31% | −0.08 |
| PEP Pepsico Inc. | Reduce -4.0% | 0.43% | −0.06 |
| LEN Lennar Corp. Class A | Reduce -2.6% | 0.15% | −0.06 |
| SCTXX Schwab Amt Tax FR MNY-Ultra | Sold out | 0.00% | −0.06 |
| ZTS Zoetis Inc. | Reduce -1.0% | 0.26% | −0.05 |
| VLO Valero Energy Corp. | Reduce -3.1% | 0.41% | −0.05 |
| VGIT Vanguard Intermediate-Term T | Reduce -1.9% | 0.93% | −0.05 |
| JNJ Johnson & Johnson | Reduce -1.9% | 0.39% | −0.05 |
| SHW The Sherwin-Williams Co. | Reduce -1.8% | 0.36% | −0.05 |
| CCK Crown Holdings Inc. | Reduce -4.8% | 0.19% | −0.04 |
| BBAX JPMorgan Betabuilders Develo | Reduce -2.8% | 0.28% | −0.04 |
| ECL Ecolab Inc. | Reduce -2.4% | 0.34% | −0.04 |
| MRSH Marsh & McLennan Cos | Reduce -0.8% | 0.68% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -7.2% | 0.20% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -13.7% | 0.13% | −0.03 |
| UPS United Parcel Service Class B | Reduce -0.1% | 0.40% | −0.03 |
| AMTM Amentum Holdings Inc. | Reduce -16.2% | 0.04% | −0.03 |
| HD Home Depot Inc. | Reduce -0.1% | 0.69% | −0.03 |
| ACN Accenture PLC Class A | Reduce -5.8% | 0.38% | −0.02 |
| CSGP Costar Group Inc. | Reduce -2.6% | 0.30% | −0.02 |
| NKE Nike Inc. Class B | Reduce -2.9% | 0.10% | −0.02 |
| IWN iShares Russell 2000 Value E | Reduce 0.0% | 1.36% | −0.02 |
| PANW Palo Alto Networks Inc. | Reduce -8.4% | 0.73% | −0.02 |
| ORCL Oracle Corp. | Reduce -0.1% | 0.70% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -25.6% | 0.04% | −0.01 |
| SNPS Synopsys Inc. | Reduce -0.4% | 0.30% | −0.01 |
| EOG EOG Resources Inc. | Reduce -2.6% | 0.48% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| IWD iShares Russell 1000 Value E | Add +45.8% | 1.41% | +0.42 |
| AAPL Apple Inc. | Add +0.1% | 4.77% | +0.36 |
| TJX TJX Companies Inc. | Add +1635.5% | 0.26% | +0.25 |
| JPM JPMorgan Chase & Co. | Add +1.3% | 1.69% | +0.23 |
| FISV Fiserv Inc. | Add +3877.6% | 0.22% | +0.21 |
| TSLA Tesla Inc. | Add +2.7% | 0.52% | +0.20 |
| NFLX Netflix Inc. | Add +624.6% | 0.22% | +0.19 |
| GOOG Alphabet Inc. Class C | Add +1.0% | 1.30% | +0.17 |
| MET Metlife Inc. | New | 0.17% | +0.17 |
| PEG Public Service Enterprise GP | Add +2151.9% | 0.17% | +0.16 |
| MS Morgan Stanley | Add +0.8% | 0.84% | +0.15 |
| ETN Eaton Corp. PLC | Add +75.3% | 0.33% | +0.14 |
| MRVL Marvell Technology Inc. | Add +2.6% | 0.35% | +0.13 |
| IWF iShares Russell 1000 Growth | Add +6.2% | 1.03% | +0.13 |
| TMUS T-Mobile US Inc. | Add +176.9% | 0.19% | +0.13 |
| WMT Walmart Inc. | Add +1.8% | 0.85% | +0.11 |
| VEU Vanguard Ftse All-World Ex-U | Add +57.4% | 0.34% | +0.10 |
| BAC Bank of America Corp. | Add +2.0% | 0.76% | +0.09 |
| GE General Electric | Add +79.1% | 0.22% | +0.08 |
| KKR KKR & Co. Inc. | Add +1.6% | 0.58% | +0.08 |
| CSCO Cisco Systems Inc. | Add +0.1% | 0.67% | +0.07 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +1.2% | 1.62% | +0.06 |
| IWP iShares Russell Mid-Cap Grow | Add +0.7% | 0.67% | +0.06 |
| MCK McKesson Corp. | Add +1.4% | 0.38% | +0.06 |
| OMER Omeros Corp. | Add +319.7% | 0.06% | +0.05 |
| NI Nisource Inc. | Add +3.2% | 0.47% | +0.04 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +1.6% | 1.02% | +0.04 |
| AVGO Broadcom Inc. | Add +22.8% | 0.08% | +0.03 |
| PCAR Paccar Inc. | Add +0.1% | 0.40% | +0.03 |
| VONV Vanguard Russell 1000 Value | Add +78.9% | 0.08% | +0.03 |
| BSX Boston Scientific Corp. | Add +10.4% | 0.20% | +0.03 |
| SOXX iShares Semiconductor ETF | New | 0.03% | +0.03 |
| VRT Vertiv Holdings Co. Class A | Add +6.4% | 0.15% | +0.03 |
| PH Parker Hannifin Corp. | Add +3.5% | 0.49% | +0.02 |
| J Jacobs Solutions Inc. | Add +5.5% | 0.28% | +0.02 |
| JPST JPMorgan Ultra-Short Income | Add +2.1% | 0.95% | +0.02 |
| IWM iShares Russell 2000 ETF | Add +11.7% | 0.19% | +0.02 |
| IWR iShares Russell Mid-Cap ETF | Add +0.8% | 1.28% | +0.02 |
| WAFD Wafd Inc. | Add +221.2% | 0.03% | +0.02 |
| ORLY O'reilly Automotive Inc. | Add +0.1% | 0.39% | +0.01 |
| IEI iShares 3-7 Year Treasury Bo | New | 0.01% | +0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | New | 0.01% | +0.01 |
| MU Micron Technology Inc. | Add +261.1% | 0.02% | +0.01 |
| PHYS Sprott Physical Gold Trust | New | 0.01% | +0.01 |
| XLE SS Energy Select Sector | Add +123.7% | 0.02% | +0.01 |
| SPSB SS SPDR P St C Corp. ETF | Add +9.3% | 0.11% | +0.01 |
| CTSH Cognizant Tech Solutions-A | Add +1.9% | 0.39% | +0.01 |
| RKLB Rocket Lab USA Inc. | New | 0.01% | +0.01 |
| MA Mastercard Inc. Class A | Add +21.1% | 0.03% | +0.01 |
| DJP Ipath Bloomberg Commodity Inc. | Add +1.7% | 0.35% | +0.01 |
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 |