Badgley Phelps Wealth Managers, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Badgley Phelps Wealth Managers, LLC reported 299 stock positions worth $4.1 billion. Its top holding was Microsoft (MSFT) at 5.8% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 4.4%) and Apple (AAPL, 4.4%). Compared with Q4 2024, it opened 18 new positions, sold out of 8, added to 121 and reduced 126. The biggest buy was Vanguard Intermediate-Term T (VGIT, shares +59%) and the biggest sale Nvidia (NVDA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001895362
- Portfolio Value
- $4.1B (Q1 2025)
- SEC Filing
- 0001895362-25-000004 ↗ filed Apr 30, 2025
Holdings Value
Holdings 299 stocks · $4.1B
| MSFT Microsoft Corp. | 5.85% | 645,237 | $242.2M | Add +3.3% |
| EFA iShares MSCI Eafe ETF | 4.41% | 2,234,468 | $182.6M | Reduce -1.5% |
| AAPL Apple Inc. | 4.37% | 814,440 | $180.9M | Reduce -0.1% |
| NVDA Nvidia Corp. | 3.34% | 1,275,380 | $138.2M | Reduce -2.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.90% | 541,667 | $120.1M | Add +2.5% |
| AMZN Amazon.com Inc. | 2.79% | 608,344 | $115.7M | Reduce -0.6% |
| IJH iShares Core S&P Midcap ETF | 2.31% | 1,641,452 | $95.8M | Add +3.4% |
| VWO Vanguard Ftse Emerging Marke | 2.30% | 2,102,362 | $95.2M | Reduce -1.4% |
| VEA Vanguard Ftse Developed ETF | 2.25% | 1,836,739 | $93.4M | Reduce -1.5% |
| COST Costco Wholesale Corp. | 2.10% | 91,973 | $87.0M | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.04% | 158,614 | $84.5M | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 1.77% | 299,541 | $73.5M | Reduce -1.0% |
| LLY Eli Lilly & Co. | 1.74% | 87,147 | $72.0M | Reduce -3.4% |
| V Visa Inc. Class A | 1.70% | 200,688 | $70.3M | Reduce -1.5% |
| VGIT Vanguard Intermediate-Term T | 1.58% | 1,099,429 | $65.3M | Add +59.3% |
| META Meta Platforms Inc. Class A | 1.54% | 110,761 | $63.8M | Add +5.1% |
| COLM Columbia Sportswear Co. | 1.40% | 768,830 | $58.2M | Reduce -4.0% |
| IWN iShares Russell 2000 Value E | 1.31% | 360,059 | $54.4M | Add +1.8% |
| IWR iShares Russell Mid-Cap ETF | 1.30% | 635,070 | $54.0M | Add +2.4% |
| IWO iShares Russell 2000 Growth | 1.29% | 208,771 | $53.3M | Add +3.3% |
| GOOG Alphabet Inc. Class C | 1.13% | 299,342 | $46.8M | Add +2.3% |
| IWD iShares Russell 1000 Value E | 1.12% | 245,700 | $46.2M | Reduce -24.6% |
| GOOGL Alphabet Inc. Class A | 1.09% | 292,179 | $45.2M | Add +0.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.07% | 671,252 | $44.1M | Reduce -33.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.02% | 164,142 | $42.2M | Add +1.0% |
| BIV Vanguard Intermediate-Term B | 1.01% | 545,884 | $41.8M | Add +2.5% |
| JPST JPMorgan Ultra-Short Income | 1.00% | 817,627 | $41.4M | Add +2.0% |
| NOW ServiceNow Inc. | 0.95% | 49,587 | $39.5M | Reduce -0.4% |
| IWF iShares Russell 1000 Growth | 0.94% | 107,728 | $38.9M | Reduce -2.1% |
| PG The Procter & Gamble Co. | 0.86% | 210,227 | $35.8M | Reduce -0.0% |
| WMT Walmart Inc. | 0.85% | 398,569 | $35.1M | Reduce -1.0% |
| MS Morgan Stanley | 0.81% | 288,810 | $33.7M | Add +0.4% |
| MRSH Marsh & McLennan Cos | 0.79% | 134,316 | $32.8M | Reduce -2.0% |
| CRM Salesforce Inc. | 0.78% | 121,013 | $32.5M | Reduce -0.8% |
| LIN Linde PLC | 0.77% | 68,532 | $31.9M | Reduce -3.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.75% | 747,731 | $31.2M | Add +0.5% |
| BKNG Booking Holdings Inc. | 0.73% | 6,561 | $30.2M | Add +0.1% |
| VCIT Vanguard Int-Term Corporate | 0.71% | 362,183 | $29.6M | Add +3.0% |
| CSCO Cisco Systems Inc. | 0.71% | 478,264 | $29.5M | Reduce -0.7% |
| PANW Palo Alto Networks Inc. | 0.70% | 169,746 | $29.0M | Reduce -1.4% |
| HD Home Depot Inc. | 0.67% | 75,935 | $27.8M | Reduce -0.8% |
| IWP iShares Russell Mid-Cap Grow | 0.66% | 232,384 | $27.3M | Add +2.1% |
| JEPI JPMorgan Equity Premium Inco | 0.64% | 460,328 | $26.3M | Add +2.3% |
| UNH Unitedhealth Group Inc. | 0.62% | 49,019 | $25.7M | Reduce -1.9% |
| PLD Prologis Inc. | 0.57% | 210,756 | $23.6M | Add +2.7% |
| KO The Coca-Cola Co. | 0.56% | 321,093 | $23.2M | Reduce -0.1% |
| UNP Union Pacific Corp. | 0.56% | 97,834 | $23.1M | Add +0.6% |
| CB Chubb Ltd. | 0.54% | 73,958 | $22.4M | Reduce -0.5% |
| NI Nisource Inc. | 0.54% | 555,835 | $22.3M | Add +1.2% |
| CAT Caterpillar Inc. | 0.54% | 67,532 | $22.3M | Add +0.5% |
| CVX Chevron Corp. | 0.53% | 131,524 | $22.0M | Reduce -3.9% |
| EOG EOG Resources Inc. | 0.53% | 170,710 | $21.9M | Add +2.3% |
| MDLZ Mondelez International Inc. Class A | 0.52% | 314,202 | $21.5M | Add +2.7% |
| IWS iShares Russell Mid-Cap Valu | 0.50% | 163,875 | $20.6M | Add +2.5% |
| PH Parker Hannifin Corp. | 0.49% | 33,536 | $20.4M | Add +1.5% |
| MDT Medtronic PLC | 0.49% | 222,174 | $20.1M | Add +8.0% |
| TMO Thermo Fisher Scientific Inc. | 0.48% | 40,221 | $20.0M | Reduce -1.5% |
| DHR Danaher Corp. | 0.48% | 97,366 | $20.0M | Add +0.3% |
| HON Honeywell International Inc. | 0.48% | 93,602 | $19.8M | Reduce -4.3% |
| ORLY O'reilly Automotive Inc. | 0.48% | 13,785 | $19.7M | Reduce -1.1% |
| JNJ Johnson & Johnson | 0.47% | 118,061 | $19.6M | Add +1.4% |
| KKR KKR & Co. Inc. | 0.47% | 167,705 | $19.4M | Add +0.5% |
| MCK McKesson Corp. | 0.47% | 28,752 | $19.4M | Add +0.8% |
| VLO Valero Energy Corp. | 0.46% | 145,755 | $19.2M | Add +1.4% |
| ORCL Oracle Corp. | 0.45% | 133,477 | $18.7M | Reduce -25.7% |
| EQIX Equinix Inc. | 0.44% | 22,536 | $18.4M | Reduce -0.6% |
| PEP Pepsico Inc. | 0.44% | 120,261 | $18.0M | Add +0.2% |
| ADBE Adobe Inc. | 0.43% | 46,616 | $17.9M | Reduce -24.6% |
| SYK Stryker Corp. | 0.42% | 46,331 | $17.3M | Reduce -1.1% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.40% | 470,666 | $16.6M | Add +1.7% |
| MCD McDonald's Corp. | 0.40% | 53,182 | $16.6M | Reduce -1.0% |
| LRCX Lam Research Corp. | 0.39% | 221,426 | $16.1M | Reduce -5.8% |
| IWB iShares Russell 1000 ETF | 0.39% | 52,063 | $16.0M | Reduce -4.2% |
| SHW The Sherwin-Williams Co. | 0.38% | 45,108 | $15.8M | Reduce -0.8% |
| NEE Nextera Energy Inc. | 0.38% | 219,842 | $15.6M | Reduce -5.2% |
| PCAR Paccar Inc. | 0.37% | 159,479 | $15.5M | Add +0.1% |
| ECL Ecolab Inc. | 0.37% | 60,692 | $15.4M | Reduce -1.0% |
| TSLA Tesla Inc. | 0.37% | 59,003 | $15.3M | Add +6.1% |
| UPS United Parcel Service Class B | 0.35% | 131,551 | $14.5M | Reduce -2.3% |
| CSGP Costar Group Inc. | 0.34% | 178,936 | $14.2M | Add +0.8% |
| AMT American Tower Corp. | 0.34% | 65,031 | $14.2M | Reduce -0.5% |
| ACN Accenture PLC Class A | 0.34% | 45,281 | $14.1M | Reduce -2.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.33% | 139,820 | $13.8M | Add +2.3% |
| GILD Gilead Sciences Inc. | 0.33% | 122,656 | $13.7M | Add +0.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.32% | 217,265 | $13.2M | Reduce -14.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.30% | 102,650 | $12.5M | Add +9.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.29% | 44,215 | $12.2M | Reduce -1.3% |
| GE General Electric filed as GE AEROSPACE | 0.29% | 60,298 | $12.1M | Add +9.3% |
| AMAT Applied Materials Inc. | 0.29% | 82,255 | $11.9M | Add +0.1% |
| FISV Fiserv Inc. | 0.29% | 53,889 | $11.9M | Add +19.9% |
| MRK Merck & Co. Inc. | 0.29% | 130,575 | $11.8M | Add +39.8% |
| BBAX JPMorgan Betabuilders Develo | 0.28% | 242,666 | $11.8M | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 0.28% | 98,728 | $11.7M | Add +21.7% |
| ETN Eaton Corp. PLC | 0.28% | 43,047 | $11.7M | Add +2.1% |
| CTAS Cintas Corp. | 0.28% | 56,694 | $11.7M | Add +813.2% |
| CTSH Cognizant Tech Solutions-A | 0.28% | 150,892 | $11.5M | Reduce -31.1% |
| TMUS T-Mobile US Inc. | 0.28% | 43,033 | $11.5M | Add +15.7% |
| ZTS Zoetis Inc. | 0.28% | 69,247 | $11.4M | Reduce -0.2% |
| URI United Rentals Inc. | 0.28% | 18,188 | $11.4M | Add +2.3% |
| SNPS Synopsys Inc. | 0.28% | 26,574 | $11.4M | Reduce -0.5% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -2.1% | 3.34% | −0.75 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -33.4% | 1.07% | −0.56 |
| AAPL Apple Inc. | Reduce -0.1% | 4.37% | −0.40 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 2.79% | −0.34 |
| IWD iShares Russell 1000 Value E | Reduce -24.6% | 1.12% | −0.29 |
| NOW ServiceNow Inc. | Reduce -0.4% | 0.95% | −0.28 |
| ORCL Oracle Corp. | Reduce -25.7% | 0.45% | −0.25 |
| VXUS Vanguard Total Intl Stock | Reduce -85.7% | 0.04% | −0.23 |
| ADBE Adobe Inc. | Reduce -24.6% | 0.43% | −0.21 |
| CRM Salesforce Inc. | Reduce -0.8% | 0.78% | −0.17 |
| COLM Columbia Sportswear Co. | Reduce -4.0% | 1.40% | −0.16 |
| MANH Manhattan Associates Inc. | Reduce -92.7% | 0.01% | −0.16 |
| MRVL Marvell Technology Inc. | Reduce -0.1% | 0.20% | −0.15 |
| AMGN Amgen Inc. | Reduce -58.1% | 0.15% | −0.14 |
| CTSH Cognizant Tech Solutions-A | Reduce -31.1% | 0.28% | −0.11 |
| IWF iShares Russell 1000 Growth | Reduce -2.1% | 0.94% | −0.09 |
| AMD Advanced Micro Devices | Reduce -59.8% | 0.04% | −0.07 |
| EQIX Equinix Inc. | Reduce -0.6% | 0.44% | −0.06 |
| UPS United Parcel Service Class B | Reduce -2.3% | 0.35% | −0.05 |
| CMG Chipotle Mexican Grill Inc. | Reduce -0.6% | 0.25% | −0.04 |
| ACN Accenture PLC Class A | Reduce -2.1% | 0.34% | −0.04 |
| HON Honeywell International Inc. | Reduce -4.3% | 0.48% | −0.04 |
| AMTM Amentum Holdings Inc. | Sold out | 0.00% | −0.04 |
| PANW Palo Alto Networks Inc. | Reduce -1.4% | 0.70% | −0.03 |
| SOXX iShares Semiconductor ETF | Sold out | 0.00% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -59.4% | 0.03% | −0.03 |
| SNPS Synopsys Inc. | Reduce -0.5% | 0.28% | −0.03 |
| IWB iShares Russell 1000 ETF | Reduce -4.2% | 0.39% | −0.02 |
| HD Home Depot Inc. | Reduce -0.8% | 0.67% | −0.02 |
| VONV Vanguard Russell 1000 Value | Reduce -33.0% | 0.05% | −0.02 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -14.4% | 0.32% | −0.02 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Sold out | 0.00% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -2.9% | 0.17% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.2% | 0.27% | −0.02 |
| NKE Nike Inc. Class B | Reduce -0.8% | 0.08% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.5% | 0.48% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -5.2% | 0.38% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.3% | 0.29% | −0.01 |
| XLE SS Energy Select Sector | Reduce -54.1% | 0.01% | −0.01 |
| FERG Ferguson Enterprises Inc. | Reduce -38.9% | 0.01% | −0.01 |
| LRCX Lam Research Corp. | Reduce -5.8% | 0.39% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -23.1% | 0.03% | −0.01 |
| TGT Target Corp. | Sold out | 0.00% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.9% | 0.06% | −0.01 |
| AXP American Express Co. | Reduce -1.2% | 0.07% | −0.01 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −0.01 |
| PFE Pfizer Inc. | Reduce -12.2% | 0.04% | −0.01 |
| STZ Constellation Brands Inc. Class A | Reduce -4.2% | 0.03% | −0.01 |
| HPE Hewlett Packard Enterprise | Sold out | 0.00% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.7% | 0.08% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| VGIT Vanguard Intermediate-Term T | Add +59.3% | 1.58% | +0.64 |
| CTAS Cintas Corp. | Add +813.2% | 0.28% | +0.25 |
| RSP Invesco S&P 500 Equal Weight | New | 0.25% | +0.25 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.19% | +0.19 |
| GEHC GE Healthcare Technology | New | 0.19% | +0.19 |
| IBM Intl Business Machines Corp. | Add +595.3% | 0.16% | +0.14 |
| AVGO Broadcom Inc. | Add +237.2% | 0.21% | +0.13 |
| META Meta Platforms Inc. Class A | Add +5.1% | 1.54% | +0.10 |
| MDT Medtronic PLC | Add +8.0% | 0.49% | +0.10 |
| MDLZ Mondelez International Inc. Class A | Add +2.7% | 0.52% | +0.09 |
| MCK McKesson Corp. | Add +0.8% | 0.47% | +0.09 |
| TMUS T-Mobile US Inc. | Add +15.7% | 0.28% | +0.09 |
| SNX TD Synnex Corp. | New | 0.08% | +0.08 |
| JNJ Johnson & Johnson | Add +1.4% | 0.47% | +0.08 |
| XOM Exxon Mobil Corp. | Add +21.7% | 0.28% | +0.08 |
| BIV Vanguard Intermediate-Term B | Add +2.5% | 1.01% | +0.08 |
| RELY Remitly Global Inc. | Add +270.9% | 0.11% | +0.08 |
| GE General Electric | Add +9.3% | 0.29% | +0.08 |
| FISV Fiserv Inc. | Add +19.9% | 0.29% | +0.07 |
| GILD Gilead Sciences Inc. | Add +0.3% | 0.33% | +0.07 |
| NI Nisource Inc. | Add +1.2% | 0.54% | +0.07 |
| MRK Merck & Co. Inc. | Add +39.8% | 0.29% | +0.07 |
| PLD Prologis Inc. | Add +2.7% | 0.57% | +0.06 |
| PEG Public Service Enterprise GP | Add +32.2% | 0.23% | +0.06 |
| VCIT Vanguard Int-Term Corporate | Add +3.0% | 0.71% | +0.06 |
| DJP Ipath Bloomberg Commodity Inc. | Add +1.7% | 0.40% | +0.05 |
| VLO Valero Energy Corp. | Add +1.4% | 0.46% | +0.05 |
| JPST JPMorgan Ultra-Short Income | Add +2.0% | 1.00% | +0.05 |
| REGN Regeneron Pharmaceuticals | Add +77.8% | 0.14% | +0.05 |
| EOG EOG Resources Inc. | Add +2.3% | 0.53% | +0.05 |
| GVI iShares Intermediate Governm | Add +17.2% | 0.25% | +0.05 |
| BSX Boston Scientific Corp. | Add +5.2% | 0.25% | +0.05 |
| CSGP Costar Group Inc. | Add +0.8% | 0.34% | +0.05 |
| NFLX Netflix Inc. | Add +10.2% | 0.26% | +0.04 |
| TXN Texas Instruments Inc. | Add +33.3% | 0.17% | +0.04 |
| UNP Union Pacific Corp. | Add +0.6% | 0.56% | +0.04 |
| TJX TJX Companies Inc. | Add +9.5% | 0.30% | +0.04 |
| CCK Crown Holdings Inc. | Add +2.5% | 0.22% | +0.03 |
| MET Metlife Inc. | Add +14.4% | 0.20% | +0.03 |
| JEPI JPMorgan Equity Premium Inco | Add +2.3% | 0.64% | +0.03 |
| IWR iShares Russell Mid-Cap ETF | Add +2.4% | 1.30% | +0.02 |
| LHX L3HARRIS Technologies Inc. | Add +4.8% | 0.26% | +0.02 |
| IWS iShares Russell Mid-Cap Valu | Add +2.5% | 0.50% | +0.02 |
| SPSB SS SPDR P St C Corp. ETF | Add +8.0% | 0.12% | +0.01 |
| LEN Lennar Corp. Class A | Add +22.9% | 0.16% | +0.01 |
| AYI Acuity Inc. | New | 0.01% | +0.01 |
| DE Deere & Co. | Add +0.9% | 0.07% | +0.01 |
| DIA SS SPDR Dow Jones Indus Avg | New | 0.01% | +0.01 |
| IDV iShares International Select | New | 0.01% | +0.01 |
| CVS CVS Health Corp. | Add +0.1% | 0.02% | +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 |