Badgley Phelps Wealth Managers, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Badgley Phelps Wealth Managers, LLC reported 296 stock positions worth $4.8 billion. Its top holding was Microsoft (MSFT) at 6.6% of the portfolio, followed by Nvidia (NVDA, 5.0%) and iShares MSCI Eafe ETF (EFA, 4.3%). Compared with Q2 2025, it opened 8 new positions, sold out of 8, added to 92 and reduced 147. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale Microsoft (MSFT, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001895362
- Portfolio Value
- $4.8B (Q3 2025)
- SEC Filing
- 0001895362-25-000011 ↗ filed Nov 4, 2025
Holdings Value
Holdings 296 stocks · $4.8B
| MSFT Microsoft Corp. | 6.64% | 609,028 | $315.4M | Reduce -6.5% |
| NVDA Nvidia Corp. | 5.01% | 1,275,194 | $237.9M | Add +0.5% |
| EFA iShares MSCI Eafe ETF | 4.30% | 2,189,030 | $204.4M | Reduce -0.5% |
| AAPL Apple Inc. | 4.24% | 792,020 | $201.7M | Reduce -2.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.02% | 563,504 | $143.7M | Add +1.0% |
| AMZN Amazon.com Inc. | 2.79% | 604,536 | $132.7M | Reduce -0.4% |
| VWO Vanguard Ftse Emerging Marke | 2.37% | 2,076,732 | $112.5M | Reduce -0.8% |
| IJH iShares Core S&P Midcap ETF | 2.35% | 1,711,617 | $111.7M | Add +1.2% |
| VEA Vanguard Ftse Developed ETF | 2.27% | 1,798,505 | $107.8M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 1.96% | 295,818 | $93.3M | Reduce -0.6% |
| VGIT Vanguard Intermediate-Term T | 1.91% | 1,508,713 | $90.6M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 1.73% | 89,070 | $82.4M | Reduce -3.0% |
| META Meta Platforms Inc. Class A | 1.71% | 110,626 | $81.2M | Add +0.3% |
| GOOG Alphabet Inc. Class C | 1.56% | 303,970 | $74.0M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.50% | 141,812 | $71.3M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 1.46% | 285,576 | $69.4M | Reduce -0.3% |
| IWO iShares Russell 2000 Growth | 1.46% | 216,694 | $69.4M | Add +1.1% |
| V Visa Inc. Class A | 1.44% | 200,308 | $68.4M | Reduce -0.7% |
| IWN iShares Russell 2000 Value E | 1.39% | 374,531 | $66.2M | Add +1.3% |
| LLY Eli Lilly & Co. | 1.35% | 84,051 | $64.1M | Reduce -1.5% |
| IWR iShares Russell Mid-Cap ETF | 1.34% | 661,290 | $63.8M | Add +1.1% |
| AVGO Broadcom Inc. | 1.23% | 176,863 | $58.3M | Add +30.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.11% | 672,866 | $52.7M | Add +0.7% |
| IWF iShares Russell 1000 Growth | 1.09% | 111,052 | $52.0M | Reduce -2.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.08% | 166,611 | $51.4M | Add +0.5% |
| IWD iShares Russell 1000 Value E | 1.04% | 243,589 | $49.6M | Reduce -0.2% |
| MS Morgan Stanley | 0.97% | 289,926 | $46.1M | Add +0.7% |
| NOW ServiceNow Inc. | 0.97% | 49,870 | $45.9M | Add +0.2% |
| BIV Vanguard Intermediate-Term B | 0.88% | 537,405 | $42.0M | Reduce -2.0% |
| WMT Walmart Inc. | 0.87% | 402,047 | $41.4M | Add +1.3% |
| COLM Columbia Sportswear Co. | 0.85% | 768,830 | $40.2M | No change |
| ORCL Oracle Corp. | 0.76% | 128,278 | $36.1M | Reduce -2.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.75% | 690,842 | $35.6M | Reduce -1.1% |
| BKNG Booking Holdings Inc. | 0.74% | 6,502 | $35.1M | Reduce -0.2% |
| PANW Palo Alto Networks Inc. | 0.72% | 169,119 | $34.4M | Reduce -0.1% |
| IWP iShares Russell Mid-Cap Grow | 0.71% | 236,619 | $33.7M | Add +0.7% |
| RSP Invesco S&P 500 Equal Weight | 0.70% | 175,389 | $33.3M | Add +1.7% |
| CAT Caterpillar Inc. | 0.69% | 68,917 | $32.9M | Add +1.1% |
| PG The Procter & Gamble Co. | 0.68% | 211,805 | $32.5M | Add +0.5% |
| LIN Linde PLC | 0.68% | 68,207 | $32.4M | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.68% | 469,349 | $32.1M | Reduce -0.9% |
| HD Home Depot Inc. | 0.64% | 74,982 | $30.4M | Reduce -0.4% |
| VCIT Vanguard Int-Term Corporate | 0.62% | 353,027 | $29.7M | Reduce -2.7% |
| LRCX Lam Research Corp. | 0.59% | 207,936 | $27.9M | Reduce -4.2% |
| CRM Salesforce Inc. | 0.58% | 115,910 | $27.5M | Reduce -3.1% |
| MRSH Marsh & McLennan Cos | 0.56% | 131,484 | $26.5M | Reduce -1.2% |
| TSLA Tesla Inc. | 0.55% | 58,846 | $26.2M | Reduce -5.8% |
| PH Parker Hannifin Corp. | 0.55% | 34,426 | $26.1M | Add +1.1% |
| VLO Valero Energy Corp. | 0.53% | 148,452 | $25.3M | Add +0.7% |
| NI Nisource Inc. | 0.52% | 573,365 | $24.8M | Add +0.7% |
| PLD Prologis Inc. | 0.51% | 210,987 | $24.2M | Reduce -0.1% |
| IWS iShares Russell Mid-Cap Valu | 0.49% | 167,953 | $23.5M | Add +0.8% |
| MCK McKesson Corp. | 0.49% | 30,032 | $23.2M | Add +1.1% |
| JNJ Johnson & Johnson | 0.49% | 125,250 | $23.2M | Add +0.7% |
| UNP Union Pacific Corp. | 0.49% | 98,161 | $23.2M | Add +0.3% |
| KO The Coca-Cola Co. | 0.46% | 326,422 | $21.8M | Add +0.5% |
| ORLY O'reilly Automotive Inc. | 0.46% | 201,970 | $21.8M | Reduce -0.8% |
| MDT Medtronic PLC | 0.45% | 224,488 | $21.5M | Add +0.1% |
| CB Chubb Ltd. | 0.45% | 74,938 | $21.2M | Add +0.6% |
| KKR KKR & Co. Inc. | 0.43% | 158,401 | $20.6M | Reduce -1.5% |
| MDLZ Mondelez International Inc. Class A | 0.43% | 324,777 | $20.4M | Add +0.4% |
| GE General Electric filed as GE AEROSPACE | 0.43% | 67,791 | $20.4M | Add +6.5% |
| JIRE JPMorgan Int Res Enh Eqty | 0.42% | 273,560 | $20.1M | Add +3.6% |
| CVX Chevron Corp. | 0.41% | 126,872 | $19.7M | Reduce -2.8% |
| EOG EOG Resources Inc. | 0.41% | 174,629 | $19.6M | Add +1.3% |
| HON Honeywell International Inc. | 0.41% | 91,955 | $19.4M | Reduce -0.5% |
| DHR Danaher Corp. | 0.41% | 97,289 | $19.3M | Reduce -0.1% |
| IWB iShares Russell 1000 ETF | 0.40% | 51,521 | $18.8M | Reduce -0.9% |
| URI United Rentals Inc. | 0.38% | 19,153 | $18.3M | Add +3.6% |
| TMO Thermo Fisher Scientific Inc. | 0.38% | 36,955 | $17.9M | Reduce -7.0% |
| NFLX Netflix Inc. | 0.38% | 14,901 | $17.9M | Add +5.7% |
| MCD McDonald's Corp. | 0.36% | 55,641 | $16.9M | Add +1.8% |
| SYK Stryker Corp. | 0.35% | 45,185 | $16.7M | Reduce -0.4% |
| AMAT Applied Materials Inc. | 0.35% | 81,683 | $16.7M | Add +0.7% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.35% | 471,199 | $16.7M | Reduce -0.6% |
| LHX L3HARRIS Technologies Inc. | 0.35% | 54,671 | $16.7M | Add +2.2% |
| NEE Nextera Energy Inc. | 0.35% | 219,094 | $16.5M | Reduce -0.4% |
| ETN Eaton Corp. PLC | 0.35% | 43,854 | $16.4M | Add +1.4% |
| ECL Ecolab Inc. | 0.34% | 59,448 | $16.3M | Reduce -2.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.34% | 140,274 | $16.1M | Add +0.0% |
| SHW The Sherwin-Williams Co. | 0.33% | 45,200 | $15.7M | Add +0.2% |
| PCAR Paccar Inc. | 0.32% | 156,737 | $15.4M | Add +0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.32% | 105,526 | $15.3M | Add +0.7% |
| CSGP Costar Group Inc. | 0.31% | 175,301 | $14.8M | Reduce -0.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.31% | 205,180 | $14.6M | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.29% | 41,660 | $13.7M | Reduce -1.4% |
| BBAX JPMorgan Betabuilders Develo | 0.29% | 243,075 | $13.7M | Reduce -0.2% |
| GILD Gilead Sciences Inc. | 0.29% | 122,292 | $13.6M | Reduce -0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 48,084 | $13.6M | Add +68.0% |
| SNPS Synopsys Inc. | 0.27% | 26,269 | $13.0M | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 19,023 | $12.7M | Reduce -0.5% |
| AMT American Tower Corp. | 0.26% | 64,877 | $12.6M | Reduce -0.6% |
| TRMB Trimble Inc. | 0.26% | 151,308 | $12.4M | Add +11.3% |
| CTAS Cintas Corp. | 0.26% | 59,763 | $12.3M | Add +0.4% |
| XOM Exxon Mobil Corp. | 0.25% | 105,796 | $11.9M | Add +3.2% |
| TMUS T-Mobile US Inc. | 0.24% | 48,168 | $11.5M | Add +2.6% |
| GVI iShares Intermediate Governm | 0.24% | 106,957 | $11.5M | Add +4.7% |
| TXN Texas Instruments Inc. | 0.24% | 61,740 | $11.3M | Add +55.6% |
| VRT Vertiv Holdings Co. Class A | 0.24% | 74,756 | $11.3M | Add +7.5% |
| UPS United Parcel Service Class B | 0.23% | 131,519 | $11.0M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| MSFT Microsoft Corp. | Reduce -6.5% | 6.64% | −0.54 |
| COST Costco Wholesale Corp. | Reduce -3.0% | 1.73% | −0.28 |
| EQIX Equinix Inc. | Reduce -65.8% | 0.12% | −0.27 |
| CMG Chipotle Mexican Grill Inc. | Reduce -87.3% | 0.02% | −0.23 |
| FISV Fiserv Inc. | Reduce -92.3% | 0.01% | −0.23 |
| PEP Pepsico Inc. | Reduce -57.6% | 0.15% | −0.20 |
| ADBE Adobe Inc. | Reduce -34.6% | 0.22% | −0.17 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 2.79% | −0.16 |
| V Visa Inc. Class A | Reduce -0.7% | 1.44% | −0.15 |
| CRM Salesforce Inc. | Reduce -3.1% | 0.58% | −0.14 |
| LLY Eli Lilly & Co. | Reduce -1.5% | 1.35% | −0.12 |
| VGIT Vanguard Intermediate-Term T | Reduce -0.6% | 1.91% | −0.10 |
| REGN Regeneron Pharmaceuticals | Reduce -92.4% | 0.01% | −0.10 |
| BKNG Booking Holdings Inc. | Reduce -0.2% | 0.74% | −0.10 |
| MRSH Marsh & McLennan Cos | Reduce -1.2% | 0.56% | −0.09 |
| HON Honeywell International Inc. | Reduce -0.5% | 0.41% | −0.07 |
| BIV Vanguard Intermediate-Term B | Reduce -2.0% | 0.88% | −0.06 |
| AMT American Tower Corp. | Reduce -0.6% | 0.26% | −0.06 |
| EFA iShares MSCI Eafe ETF | Reduce -0.5% | 4.30% | −0.06 |
| CSCO Cisco Systems Inc. | Reduce -0.9% | 0.68% | −0.05 |
| CTSH Cognizant Tech Solutions-A | Reduce -0.1% | 0.21% | −0.05 |
| SYK Stryker Corp. | Reduce -0.4% | 0.35% | −0.05 |
| PANW Palo Alto Networks Inc. | Reduce -0.1% | 0.72% | −0.04 |
| VCIT Vanguard Int-Term Corporate | Reduce -2.7% | 0.62% | −0.04 |
| KKR KKR & Co. Inc. | Reduce -1.5% | 0.43% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 1.50% | −0.04 |
| CCK Crown Holdings Inc. | Reduce -2.0% | 0.20% | −0.03 |
| SNPS Synopsys Inc. | Reduce -0.6% | 0.27% | −0.03 |
| ACN Accenture PLC Class A | Reduce -14.3% | 0.06% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -37.1% | 0.04% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -23.5% | 0.09% | −0.02 |
| DHR Danaher Corp. | Reduce -0.1% | 0.41% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.7% | 2.27% | −0.02 |
| ECL Ecolab Inc. | Reduce -2.0% | 0.34% | −0.02 |
| J Jacobs Solutions Inc. | Reduce -33.8% | 0.05% | −0.02 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -10.0% | 0.14% | −0.02 |
| GILD Gilead Sciences Inc. | Reduce -0.0% | 0.29% | −0.01 |
| SBUX Starbucks Corp. | Reduce -1.0% | 0.10% | −0.01 |
| PEG Public Service Enterprise GP | Reduce 0.0% | 0.21% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -6.0% | 0.22% | −0.01 |
| ZTS Zoetis Inc. | Reduce -17.8% | 0.03% | −0.01 |
| DE Deere & Co. | Reduce -0.9% | 0.06% | −0.01 |
| CPRT Copart Inc. | Reduce -1.1% | 0.05% | −0.01 |
| WAFD Wafd Inc. | Sold out | 0.00% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -0.9% | 0.03% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -0.2% | 1.04% | −0.01 |
| PM Philip Morris International | Reduce -2.0% | 0.03% | −0.01 |
| PAYX Paychex Inc. | Reduce -0.2% | 0.03% | −0.01 |
| NKE Nike Inc. Class B | Reduce -0.7% | 0.08% | −0.01 |
| ZG Zillow Group Inc. Class A | Sold out | 0.00% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| NVDA Nvidia Corp. | Add +0.5% | 5.01% | +0.57 |
| AVGO Broadcom Inc. | Add +30.5% | 1.23% | +0.40 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 1.56% | +0.36 |
| ISRG Intuitive Surgical Inc. | Add +3082.7% | 0.20% | +0.19 |
| APH Amphenol Corp. Class A | New | 0.14% | +0.14 |
| SPGI S&P Global Inc. | Add +2575.2% | 0.11% | +0.11 |
| GWRE Guidewire Software Inc. | New | 0.11% | +0.11 |
| CAT Caterpillar Inc. | Add +1.1% | 0.69% | +0.11 |
| IWO iShares Russell 2000 Growth | Add +1.1% | 1.46% | +0.10 |
| IWN iShares Russell 2000 Value E | Add +1.3% | 1.39% | +0.10 |
| IBM Intl Business Machines Corp. | Add +68.0% | 0.29% | +0.10 |
| VLO Valero Energy Corp. | Add +0.7% | 0.53% | +0.09 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.0% | 3.02% | +0.09 |
| URI United Rentals Inc. | Add +3.6% | 0.38% | +0.08 |
| MS Morgan Stanley | Add +0.7% | 0.97% | +0.07 |
| JNJ Johnson & Johnson | Add +0.7% | 0.49% | +0.07 |
| GE General Electric | Add +6.5% | 0.43% | +0.07 |
| TXN Texas Instruments Inc. | Add +55.6% | 0.24% | +0.06 |
| LHX L3HARRIS Technologies Inc. | Add +2.2% | 0.35% | +0.05 |
| VRT Vertiv Holdings Co. Class A | Add +7.5% | 0.24% | +0.04 |
| TJX TJX Companies Inc. | Add +0.7% | 0.32% | +0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.7% | 1.11% | +0.03 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.5% | 1.08% | +0.03 |
| TRMB Trimble Inc. | Add +11.3% | 0.26% | +0.03 |
| SNX TD Synnex Corp. | Add +8.7% | 0.14% | +0.03 |
| AOA iShares Core 80/20 Aggressiv | New | 0.03% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +1.2% | 2.35% | +0.03 |
| AMAT Applied Materials Inc. | Add +0.7% | 0.35% | +0.02 |
| PH Parker Hannifin Corp. | Add +1.1% | 0.55% | +0.02 |
| MDT Medtronic PLC | Add +0.1% | 0.45% | +0.02 |
| LEN Lennar Corp. Class A | Add +2.3% | 0.17% | +0.02 |
| OMER Omeros Corp. | Add +117.0% | 0.02% | +0.01 |
| NI Nisource Inc. | Add +0.7% | 0.52% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +0.8% | 0.19% | +0.01 |
| WMT Walmart Inc. | Add +1.3% | 0.87% | +0.01 |
| IWR iShares Russell Mid-Cap ETF | Add +1.1% | 1.34% | +0.01 |
| JIRE JPMorgan Int Res Enh Eqty | Add +3.6% | 0.42% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | New | 0.01% | +0.01 |
| UBER Uber Technologies Inc. | Add +4.0% | 0.21% | +0.01 |
| XOM Exxon Mobil Corp. | Add +3.2% | 0.25% | +0.01 |
| IWS iShares Russell Mid-Cap Valu | Add +0.8% | 0.49% | +0.01 |
| MCK McKesson Corp. | Add +1.1% | 0.49% | +0.01 |
| AMD Advanced Micro Devices | Add +2.5% | 0.06% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +1.7% | 0.70% | +0.01 |
| RTX RTX Corp. | Add +2.3% | 0.05% | +0.01 |
| APP AppLovin Corp. Class A | New | 0.01% | +0.01 |
| LOW Lowe's Cos Inc. | Add +0.0% | 0.07% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.9% | 0.15% | +0.00 |
| NSC Norfolk Southern Corp. | New | 0.00% | +0.00 |
| NVS Novartis AG-Sponsored ADR | New | 0.00% | +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 |