Badgley Phelps Wealth Managers, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 16, 2025), Badgley Phelps Wealth Managers, LLC reported 296 stock positions worth $4.5 billion. Its top holding was Microsoft (MSFT) at 7.2% of the portfolio, followed by Nvidia (NVDA, 4.4%) and iShares MSCI Eafe ETF (EFA, 4.4%). Compared with Q1 2025, it opened 7 new positions, sold out of 10, added to 115 and reduced 137. The biggest buy was Microsoft (MSFT, shares +1%) and the biggest sale JPMorgan Ultra-Short Income (JPST, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001895362
- Portfolio Value
- $4.5B (Q2 2025)
- SEC Filing
- 0001895362-25-000007 ↗ filed Jul 16, 2025
Holdings Value
Holdings 296 stocks · $4.5B
| MSFT Microsoft Corp. | 7.18% | 651,507 | $324.1M | Add +1.0% |
| NVDA Nvidia Corp. | 4.44% | 1,268,366 | $200.4M | Reduce -0.6% |
| EFA iShares MSCI Eafe ETF | 4.36% | 2,200,405 | $196.7M | Reduce -1.5% |
| AAPL Apple Inc. | 3.70% | 813,411 | $166.9M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 2.95% | 606,867 | $133.1M | Reduce -0.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.94% | 557,930 | $132.6M | Add +3.0% |
| IJH iShares Core S&P Midcap ETF | 2.32% | 1,691,938 | $104.9M | Add +3.1% |
| VWO Vanguard Ftse Emerging Marke | 2.29% | 2,093,716 | $103.6M | Reduce -0.4% |
| VEA Vanguard Ftse Developed ETF | 2.29% | 1,811,109 | $103.3M | Reduce -1.4% |
| COST Costco Wholesale Corp. | 2.01% | 91,829 | $90.9M | Reduce -0.2% |
| VGIT Vanguard Intermediate-Term T | 2.01% | 1,517,236 | $90.7M | Add +38.0% |
| JPM JPMorgan Chase & Co. | 1.91% | 297,568 | $86.3M | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 1.80% | 110,260 | $81.4M | Reduce -0.5% |
| V Visa Inc. Class A | 1.59% | 201,719 | $71.6M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.54% | 143,081 | $69.5M | Reduce -9.8% |
| LLY Eli Lilly & Co. | 1.47% | 85,341 | $66.5M | Reduce -2.1% |
| IWO iShares Russell 2000 Growth | 1.36% | 214,442 | $61.3M | Add +2.7% |
| IWR iShares Russell Mid-Cap ETF | 1.33% | 654,268 | $60.2M | Add +3.0% |
| IWN iShares Russell 2000 Value E | 1.29% | 369,883 | $58.4M | Add +2.7% |
| GOOG Alphabet Inc. Class C | 1.19% | 303,669 | $53.9M | Add +1.4% |
| NOW ServiceNow Inc. | 1.13% | 49,784 | $51.2M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 1.12% | 286,337 | $50.5M | Reduce -2.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.08% | 668,002 | $48.6M | Reduce -0.5% |
| IWF iShares Russell 1000 Growth | 1.07% | 113,274 | $48.1M | Add +5.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.05% | 165,723 | $47.4M | Add +1.0% |
| IWD iShares Russell 1000 Value E | 1.05% | 244,111 | $47.4M | Reduce -0.7% |
| COLM Columbia Sportswear Co. | 1.04% | 768,830 | $47.0M | No change |
| BIV Vanguard Intermediate-Term B | 0.94% | 548,651 | $42.4M | Add +0.5% |
| MS Morgan Stanley | 0.90% | 288,064 | $40.6M | Reduce -0.3% |
| WMT Walmart Inc. | 0.86% | 396,949 | $38.8M | Reduce -0.4% |
| BKNG Booking Holdings Inc. | 0.84% | 6,515 | $37.7M | Reduce -0.7% |
| AVGO Broadcom Inc. | 0.83% | 135,542 | $37.4M | Add +157.6% |
| PANW Palo Alto Networks Inc. | 0.77% | 169,270 | $34.6M | Reduce -0.3% |
| PG The Procter & Gamble Co. | 0.74% | 210,665 | $33.6M | Add +0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.73% | 698,559 | $33.1M | Reduce -6.6% |
| CSCO Cisco Systems Inc. | 0.73% | 473,776 | $32.9M | Reduce -0.9% |
| CRM Salesforce Inc. | 0.72% | 119,634 | $32.7M | Reduce -1.1% |
| IWP iShares Russell Mid-Cap Grow | 0.72% | 235,058 | $32.6M | Add +1.1% |
| LIN Linde PLC | 0.71% | 68,132 | $32.0M | Reduce -0.6% |
| RSP Invesco S&P 500 Equal Weight | 0.69% | 172,506 | $31.4M | Add +190.8% |
| VCIT Vanguard Int-Term Corporate | 0.67% | 362,840 | $30.1M | Add +0.2% |
| MRSH Marsh & McLennan Cos | 0.64% | 133,120 | $29.1M | Reduce -0.9% |
| ORCL Oracle Corp. | 0.63% | 131,015 | $28.6M | Reduce -1.8% |
| HD Home Depot Inc. | 0.61% | 75,263 | $27.6M | Reduce -0.9% |
| CAT Caterpillar Inc. | 0.59% | 68,154 | $26.5M | Add +0.9% |
| PH Parker Hannifin Corp. | 0.53% | 34,035 | $23.8M | Add +1.5% |
| KO The Coca-Cola Co. | 0.51% | 324,815 | $23.1M | Add +1.2% |
| NI Nisource Inc. | 0.51% | 569,146 | $23.0M | Add +2.4% |
| UNP Union Pacific Corp. | 0.50% | 97,897 | $22.5M | Add +0.1% |
| PLD Prologis Inc. | 0.49% | 211,123 | $22.2M | Add +0.2% |
| IWS iShares Russell Mid-Cap Valu | 0.49% | 166,625 | $22.0M | Add +1.7% |
| MDLZ Mondelez International Inc. Class A | 0.49% | 323,461 | $22.0M | Add +3.0% |
| MCK McKesson Corp. | 0.48% | 29,720 | $21.8M | Add +3.4% |
| CB Chubb Ltd. | 0.48% | 74,491 | $21.7M | Add +0.7% |
| HON Honeywell International Inc. | 0.48% | 92,433 | $21.5M | Reduce -1.3% |
| KKR KKR & Co. Inc. | 0.47% | 160,818 | $21.4M | Reduce -4.1% |
| LRCX Lam Research Corp. | 0.47% | 217,038 | $21.2M | Reduce -2.0% |
| EOG EOG Resources Inc. | 0.46% | 172,447 | $20.6M | Add +1.0% |
| TSLA Tesla Inc. | 0.44% | 62,475 | $19.8M | Add +5.9% |
| VLO Valero Energy Corp. | 0.44% | 147,483 | $19.8M | Add +1.2% |
| MDT Medtronic PLC | 0.44% | 224,157 | $19.7M | Add +0.9% |
| DHR Danaher Corp. | 0.43% | 97,369 | $19.3M | Add +0.0% |
| JNJ Johnson & Johnson | 0.42% | 124,368 | $19.0M | Add +5.3% |
| NFLX Netflix Inc. | 0.42% | 14,103 | $18.9M | Add +22.7% |
| CVX Chevron Corp. | 0.41% | 130,502 | $18.7M | Reduce -0.8% |
| JIRE JPMorgan Int Res Enh Eqty | 0.41% | 264,030 | $18.7M | New |
| ORLY O'reilly Automotive Inc. | 0.41% | 203,600 | $18.4M | Reduce -1.5% |
| SYK Stryker Corp. | 0.40% | 45,351 | $18.0M | Reduce -2.1% |
| ADBE Adobe Inc. | 0.39% | 45,968 | $17.8M | Reduce -1.4% |
| IWB iShares Russell 1000 ETF | 0.39% | 52,017 | $17.7M | Reduce -0.1% |
| EQIX Equinix Inc. | 0.39% | 22,141 | $17.6M | Reduce -1.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.39% | 140,247 | $17.4M | Add +0.3% |
| GE General Electric filed as GE AEROSPACE | 0.36% | 63,665 | $16.4M | Add +5.6% |
| ECL Ecolab Inc. | 0.36% | 60,652 | $16.4M | Reduce -0.1% |
| TMO Thermo Fisher Scientific Inc. | 0.36% | 39,717 | $16.1M | Reduce -1.3% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.36% | 473,935 | $16.1M | Add +0.7% |
| MCD McDonald's Corp. | 0.35% | 54,685 | $16.0M | Add +2.8% |
| PEP Pepsico Inc. | 0.35% | 120,393 | $15.9M | Add +0.1% |
| SHW The Sherwin-Williams Co. | 0.34% | 45,120 | $15.5M | Add +0.0% |
| ETN Eaton Corp. PLC | 0.34% | 43,241 | $15.4M | Add +0.5% |
| NEE Nextera Energy Inc. | 0.34% | 219,990 | $15.3M | Add +0.1% |
| PCAR Paccar Inc. | 0.33% | 156,500 | $14.9M | Reduce -1.9% |
| AMAT Applied Materials Inc. | 0.33% | 81,134 | $14.9M | Reduce -1.4% |
| AMT American Tower Corp. | 0.32% | 65,269 | $14.5M | Add +0.4% |
| CSGP Costar Group Inc. | 0.31% | 176,286 | $14.2M | Reduce -1.5% |
| URI United Rentals Inc. | 0.31% | 18,485 | $13.9M | Add +1.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.31% | 205,026 | $13.8M | Reduce -5.6% |
| GILD Gilead Sciences Inc. | 0.30% | 122,347 | $13.6M | Reduce -0.3% |
| SNPS Synopsys Inc. | 0.30% | 26,428 | $13.5M | Reduce -0.6% |
| LHX L3HARRIS Technologies Inc. | 0.30% | 53,513 | $13.4M | Add +4.7% |
| UPS United Parcel Service Class B | 0.29% | 131,519 | $13.3M | Reduce -0.0% |
| BBAX JPMorgan Betabuilders Develo | 0.29% | 243,473 | $13.3M | Add +0.3% |
| CTAS Cintas Corp. | 0.29% | 59,524 | $13.3M | Add +5.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.29% | 104,754 | $12.9M | Add +2.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.29% | 42,239 | $12.9M | Reduce -4.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 19,120 | $11.8M | Reduce -3.1% |
| CTSH Cognizant Tech Solutions-A | 0.26% | 150,110 | $11.7M | Reduce -0.5% |
| CMG Chipotle Mexican Grill Inc. | 0.25% | 202,611 | $11.4M | Add +0.0% |
| BSX Boston Scientific Corp. | 0.25% | 104,948 | $11.3M | Add +2.3% |
| TMUS T-Mobile US Inc. | 0.25% | 46,957 | $11.2M | Add +9.1% |
Portfolio Sells Q1 2025 → Q2 2025
| JPST JPMorgan Ultra-Short Income | Reduce -92.7% | 0.07% | −0.93 |
| AAPL Apple Inc. | Reduce -0.1% | 3.70% | −0.67 |
| JEPI JPMorgan Equity Premium Inco | Reduce -98.1% | 0.01% | −0.62 |
| UNH Unitedhealth Group Inc. | Reduce -66.1% | 0.11% | −0.51 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -9.8% | 1.54% | −0.50 |
| LLY Eli Lilly & Co. | Reduce -2.1% | 1.47% | −0.26 |
| ACN Accenture PLC Class A | Reduce -72.3% | 0.08% | −0.26 |
| ZTS Zoetis Inc. | Reduce -82.1% | 0.04% | −0.23 |
| J Jacobs Solutions Inc. | Reduce -75.7% | 0.07% | −0.21 |
| MRSH Marsh & McLennan Cos | Reduce -0.9% | 0.64% | −0.15 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.3% | 0.36% | −0.13 |
| CVX Chevron Corp. | Reduce -0.8% | 0.41% | −0.12 |
| COST Costco Wholesale Corp. | Reduce -0.2% | 2.01% | −0.09 |
| ORLY O'reilly Automotive Inc. | Reduce -1.5% | 0.41% | −0.07 |
| IWD iShares Russell 1000 Value E | Reduce -0.7% | 1.05% | −0.07 |
| LIN Linde PLC | Reduce -0.6% | 0.71% | −0.06 |
| HD Home Depot Inc. | Reduce -0.9% | 0.61% | −0.06 |
| CRM Salesforce Inc. | Reduce -1.1% | 0.72% | −0.06 |
| UPS United Parcel Service Class B | Reduce -0.0% | 0.29% | −0.06 |
| EQIX Equinix Inc. | Reduce -1.8% | 0.39% | −0.05 |
| EFA iShares MSCI Eafe ETF | Reduce -1.5% | 4.36% | −0.05 |
| AMGN Amgen Inc. | Reduce -20.6% | 0.10% | −0.05 |
| PCAR Paccar Inc. | Reduce -1.9% | 0.33% | −0.05 |
| OMER Omeros Corp. | Reduce -50.6% | 0.01% | −0.04 |
| ADBE Adobe Inc. | Reduce -1.4% | 0.39% | −0.04 |
| GILD Gilead Sciences Inc. | Reduce -0.3% | 0.30% | −0.03 |
| CSGP Costar Group Inc. | Reduce -1.5% | 0.31% | −0.03 |
| BAC Bank of America Corp. | Reduce -6.6% | 0.73% | −0.02 |
| CTSH Cognizant Tech Solutions-A | Reduce -0.5% | 0.26% | −0.02 |
| SYK Stryker Corp. | Reduce -2.1% | 0.40% | −0.02 |
| WAFD Wafd Inc. | Reduce -68.8% | 0.01% | −0.02 |
| CPRT Copart Inc. | Reduce -1.3% | 0.06% | −0.02 |
| MRP Millrose Properties | Sold out | 0.00% | −0.02 |
| ABBV Abbvie Inc. | Reduce -1.6% | 0.06% | −0.02 |
| VXUS Vanguard Total Intl Stock | Reduce -33.7% | 0.03% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -5.6% | 0.31% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -2.5% | 0.07% | −0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Sold out | 0.00% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -3.1% | 0.02% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -1.2% | 0.06% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -2.9% | 0.08% | −0.01 |
| ECL Ecolab Inc. | Reduce -0.1% | 0.36% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -8.5% | 0.04% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.5% | 0.29% | −0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.01 |
| TFC Truist Financial Corp. | Reduce -29.3% | 0.02% | −0.01 |
| TFI SS SPDR N Ice Muni Bond ETF | Sold out | 0.00% | −0.01 |
| JWN Nordstrom Inc. | Sold out | 0.00% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -7.3% | 0.06% | −0.01 |
| EPD Enterprise Products Partners | Reduce -36.2% | 0.01% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +1.0% | 7.18% | +1.33 |
| AVGO Broadcom Inc. | Add +157.6% | 0.83% | +0.61 |
| RSP Invesco S&P 500 Equal Weight | Add +190.8% | 0.69% | +0.45 |
| VGIT Vanguard Intermediate-Term T | Add +38.0% | 2.01% | +0.43 |
| JIRE JPMorgan Int Res Enh Eqty | New | 0.41% | +0.41 |
| TRMB Trimble Inc. | New | 0.23% | +0.23 |
| UBER Uber Technologies Inc. | Add +2788.3% | 0.20% | +0.20 |
| CI The Cigna Group | New | 0.19% | +0.19 |
| NOW ServiceNow Inc. | Add +0.4% | 1.13% | +0.18 |
| NFLX Netflix Inc. | Add +22.7% | 0.42% | +0.16 |
| IWF iShares Russell 1000 Growth | Add +5.2% | 1.07% | +0.13 |
| VRT Vertiv Holdings Co. Class A | Add +13.6% | 0.20% | +0.09 |
| GE General Electric | Add +5.6% | 0.36% | +0.07 |
| TSLA Tesla Inc. | Add +5.9% | 0.44% | +0.07 |
| IWO iShares Russell 2000 Growth | Add +2.7% | 1.36% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +1.4% | 1.19% | +0.06 |
| IWP iShares Russell Mid-Cap Grow | Add +1.1% | 0.72% | +0.06 |
| ETN Eaton Corp. PLC | Add +0.5% | 0.34% | +0.06 |
| DIS The Walt Disney Co. | Add +0.3% | 0.39% | +0.05 |
| CAT Caterpillar Inc. | Add +0.9% | 0.59% | +0.05 |
| LHX L3HARRIS Technologies Inc. | Add +4.7% | 0.30% | +0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +3.0% | 2.94% | +0.04 |
| PH Parker Hannifin Corp. | Add +1.5% | 0.53% | +0.03 |
| URI United Rentals Inc. | Add +1.6% | 0.31% | +0.03 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +1.0% | 1.05% | +0.03 |
| IWR iShares Russell Mid-Cap ETF | Add +3.0% | 1.33% | +0.03 |
| SNX TD Synnex Corp. | Add +7.3% | 0.11% | +0.02 |
| IBM Intl Business Machines Corp. | Add +5.0% | 0.19% | +0.02 |
| MCK McKesson Corp. | Add +3.4% | 0.48% | +0.02 |
| TXN Texas Instruments Inc. | Add +2.5% | 0.18% | +0.01 |
| AMD Advanced Micro Devices | Add +5.5% | 0.05% | +0.01 |
| CTAS Cintas Corp. | Add +5.0% | 0.29% | +0.01 |
| CCK Crown Holdings Inc. | Add +0.1% | 0.23% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +3.1% | 2.32% | +0.01 |
| BBAX JPMorgan Betabuilders Develo | Add +0.3% | 0.29% | +0.01 |
| BA The Boeing Co. | Add +2.8% | 0.06% | +0.01 |
| AMTM Amentum Holdings Inc. | New | 0.01% | +0.01 |
| CMG Chipotle Mexican Grill Inc. | Add +0.0% | 0.25% | +0.01 |
| VUSB Vanguard Ultra Short Bond Et | New | 0.01% | +0.01 |
| EBAY eBay Inc. | New | 0.00% | +0.00 |
| PSA Public Storage | New | 0.00% | +0.00 |
| RKLB Rocket Lab Corp. | Add +1.0% | 0.01% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +1.5% | 0.15% | +0.00 |
| IWV iShares Russell 3000 ETF | Add +5.9% | 0.05% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +6.1% | 0.04% | +0.00 |
| MUB iShares National Muni Bond E | Add +42.6% | 0.01% | +0.00 |
| MDY State Street SPDR S&P Midcap | Add +4.9% | 0.13% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +2.3% | 0.18% | +0.00 |
| USB US Bancorp | Add +17.6% | 0.02% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.3% | 0.02% | +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 |