Badgley Phelps Wealth Managers, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), Badgley Phelps Wealth Managers, LLC reported 327 stock positions worth $5.5 billion. Its top holding was Microsoft (MSFT) at 6.1% of the portfolio, followed by Apple (AAPL, 4.9%) and Nvidia (NVDA, 4.7%). Compared with Q3 2025, it opened 40 new positions, sold out of 10, added to 156 and reduced 90. The biggest buy was iShares Russell 2000 ETF (IWM, shares +551%) and the biggest sale ServiceNow (NOW, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001895362
- Portfolio Value
- $5.5B (Q4 2025)
- SEC Filing
- 0001895362-26-000002 ↗ filed Jan 28, 2026
Holdings Value
Holdings 327 stocks · $5.5B
| MSFT Microsoft Corp. | 6.08% | 686,132 | $331.8M | Add +12.7% |
| AAPL Apple Inc. | 4.88% | 979,816 | $266.4M | Add +23.7% |
| NVDA Nvidia Corp. | 4.75% | 1,390,053 | $259.2M | Add +9.0% |
| EFA iShares MSCI Eafe ETF | 3.98% | 2,261,770 | $217.2M | Add +3.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.62% | 765,825 | $197.5M | Add +35.9% |
| AMZN Amazon.com Inc. | 2.84% | 671,032 | $154.9M | Add +11.0% |
| VWO Vanguard Ftse Emerging Marke | 2.38% | 2,416,439 | $129.9M | Add +16.4% |
| IJH iShares Core S&P Midcap ETF | 2.16% | 1,787,803 | $118.0M | Add +4.5% |
| VEA Vanguard Ftse Developed ETF | 2.09% | 1,822,448 | $113.8M | Add +1.3% |
| GOOGL Alphabet Inc. Class A | 2.08% | 363,083 | $113.6M | Add +27.1% |
| LLY Eli Lilly & Co. | 2.04% | 103,516 | $111.2M | Add +23.2% |
| JPM JPMorgan Chase & Co. | 1.90% | 321,602 | $103.6M | Add +8.7% |
| GOOG Alphabet Inc. Class C | 1.89% | 328,627 | $103.1M | Add +8.1% |
| VGIT Vanguard Intermediate-Term T | 1.60% | 1,457,143 | $87.3M | Reduce -3.4% |
| META Meta Platforms Inc. Class A | 1.59% | 131,450 | $86.8M | Add +18.8% |
| COST Costco Wholesale Corp. | 1.44% | 91,034 | $78.5M | Add +2.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.38% | 149,371 | $75.1M | Add +5.3% |
| IWO iShares Russell 2000 Growth | 1.32% | 223,021 | $72.0M | Add +2.9% |
| V Visa Inc. Class A | 1.30% | 203,025 | $71.2M | Add +1.4% |
| IWN iShares Russell 2000 Value E | 1.28% | 386,692 | $70.1M | Add +3.3% |
| IWR iShares Russell Mid-Cap ETF | 1.21% | 684,261 | $65.9M | Add +3.5% |
| AVGO Broadcom Inc. | 1.18% | 186,902 | $64.7M | Add +5.7% |
| IWD iShares Russell 1000 Value E | 1.10% | 284,280 | $59.8M | Add +16.7% |
| IWM iShares Russell 2000 ETF | 1.09% | 240,746 | $59.3M | Add +551.2% |
| IWF iShares Russell 1000 Growth | 1.04% | 119,684 | $56.6M | Add +7.8% |
| MS Morgan Stanley | 0.96% | 295,948 | $52.5M | Add +2.1% |
| LRCX Lam Research Corp. | 0.96% | 304,534 | $52.2M | Add +46.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.95% | 645,628 | $51.8M | Reduce -4.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.91% | 158,440 | $49.9M | Reduce -4.9% |
| BKNG Booking Holdings Inc. | 0.88% | 8,947 | $47.9M | Add +37.6% |
| WMT Walmart Inc. | 0.84% | 409,667 | $45.6M | Add +1.9% |
| COLM Columbia Sportswear Co. | 0.78% | 768,830 | $42.4M | No change |
| CAT Caterpillar Inc. | 0.75% | 71,597 | $41.0M | Add +3.9% |
| LIN Linde PLC | 0.75% | 95,869 | $40.9M | Add +40.6% |
| BIV Vanguard Intermediate-Term B | 0.73% | 513,513 | $40.0M | Reduce -4.5% |
| JNJ Johnson & Johnson | 0.71% | 188,631 | $39.0M | Add +50.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.71% | 706,499 | $38.9M | Add +2.3% |
| CSCO Cisco Systems Inc. | 0.67% | 477,576 | $36.8M | Add +1.8% |
| HD Home Depot Inc. | 0.67% | 105,559 | $36.3M | Add +40.8% |
| NOW ServiceNow Inc. | 0.63% | 224,120 | $34.3M | Reduce -10.1% |
| IWP iShares Russell Mid-Cap Grow | 0.60% | 240,319 | $32.9M | Add +1.6% |
| RSP Invesco S&P 500 Equal Weight | 0.60% | 170,347 | $32.6M | Reduce -2.9% |
| DHR Danaher Corp. | 0.59% | 140,047 | $32.1M | Add +44.0% |
| PANW Palo Alto Networks Inc. | 0.58% | 172,361 | $31.7M | Add +1.9% |
| PH Parker Hannifin Corp. | 0.58% | 35,782 | $31.5M | Add +3.9% |
| TMO Thermo Fisher Scientific Inc. | 0.56% | 52,349 | $30.3M | Add +41.7% |
| TSLA Tesla Inc. | 0.55% | 67,053 | $30.2M | Add +13.9% |
| CRM Salesforce Inc. | 0.55% | 113,135 | $30.0M | Reduce -2.4% |
| PG The Procter & Gamble Co. | 0.54% | 205,362 | $29.4M | Reduce -3.0% |
| VCIT Vanguard Int-Term Corporate | 0.52% | 337,926 | $28.3M | Reduce -4.3% |
| SYK Stryker Corp. | 0.51% | 79,233 | $27.9M | Add +75.3% |
| PLD Prologis Inc. | 0.50% | 214,002 | $27.3M | Add +1.4% |
| MCK McKesson Corp. | 0.47% | 31,033 | $25.5M | Add +3.3% |
| VLO Valero Energy Corp. | 0.46% | 154,856 | $25.2M | Add +4.3% |
| ORCL Oracle Corp. | 0.46% | 128,816 | $25.1M | Add +0.4% |
| NI Nisource Inc. | 0.45% | 592,980 | $24.8M | Add +3.4% |
| IWS iShares Russell Mid-Cap Valu | 0.44% | 171,939 | $24.3M | Add +2.4% |
| CB Chubb Ltd. | 0.44% | 76,239 | $23.9M | Add +1.7% |
| MRSH Marsh & McLennan Cos | 0.43% | 126,911 | $23.5M | Reduce -3.5% |
| KO The Coca-Cola Co. | 0.42% | 331,941 | $23.2M | Add +1.7% |
| UNP Union Pacific Corp. | 0.42% | 100,145 | $23.2M | Add +2.0% |
| GE General Electric filed as GE AEROSPACE | 0.40% | 71,277 | $22.0M | Add +5.1% |
| MDT Medtronic PLC | 0.40% | 226,669 | $21.9M | Add +1.0% |
| AMAT Applied Materials Inc. | 0.39% | 83,127 | $21.4M | Add +1.8% |
| CCK Crown Holdings Inc. | 0.39% | 206,215 | $21.2M | Add +105.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.37% | 29,883 | $20.4M | Add +57.1% |
| KKR KKR & Co. Inc. | 0.37% | 157,613 | $20.1M | Reduce -0.5% |
| CVX Chevron Corp. | 0.37% | 130,996 | $20.0M | Add +3.3% |
| JIRE JPMorgan Int Res Enh Eqty | 0.35% | 255,467 | $19.1M | Reduce -6.6% |
| IWB iShares Russell 1000 ETF | 0.35% | 51,203 | $19.1M | Reduce -0.6% |
| ORLY O'reilly Automotive Inc. | 0.34% | 205,837 | $18.8M | Add +1.9% |
| PWR Quanta Services Inc. | 0.34% | 43,876 | $18.5M | New |
| MCD McDonald's Corp. | 0.34% | 60,221 | $18.4M | Add +8.2% |
| NEE Nextera Energy Inc. | 0.34% | 229,155 | $18.4M | Add +4.6% |
| HON Honeywell International Inc. | 0.33% | 92,539 | $18.1M | Add +0.6% |
| RTX RTX Corp. | 0.33% | 98,168 | $18.0M | Add +530.3% |
| PCAR Paccar Inc. | 0.32% | 158,086 | $17.5M | Add +0.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.32% | 112,086 | $17.2M | Add +6.2% |
| EOG EOG Resources Inc. | 0.31% | 162,527 | $17.1M | Reduce -6.9% |
| ADBE Adobe Inc. | 0.31% | 47,993 | $16.8M | Add +59.8% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.31% | 443,874 | $16.7M | Reduce -5.8% |
| MDLZ Mondelez International Inc. Class A | 0.30% | 306,100 | $16.6M | Reduce -5.8% |
| LHX L3HARRIS Technologies Inc. | 0.30% | 56,509 | $16.6M | Add +3.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.30% | 141,036 | $16.1M | Add +0.5% |
| URI United Rentals Inc. | 0.29% | 19,575 | $15.8M | Add +2.2% |
| ECL Ecolab Inc. | 0.29% | 60,096 | $15.8M | Add +1.1% |
| MA Mastercard Inc. Class A | 0.28% | 26,414 | $15.1M | Add +1002.0% |
| GILD Gilead Sciences Inc. | 0.27% | 122,292 | $15.0M | No change |
| PEP Pepsico Inc. | 0.27% | 103,071 | $14.9M | Add +101.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 49,797 | $14.8M | Add +3.6% |
| SHW The Sherwin-Williams Co. | 0.27% | 45,197 | $14.6M | Reduce -0.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.27% | 197,001 | $14.5M | Reduce -4.0% |
| NFLX Netflix Inc. | 0.26% | 153,472 | $14.4M | Add +3.0% |
| BBAX JPMorgan Betabuilders Develo | 0.26% | 248,517 | $14.0M | Add +2.2% |
| ETN Eaton Corp. PLC | 0.26% | 43,855 | $14.0M | Add +0.0% |
| XOM Exxon Mobil Corp. | 0.25% | 115,467 | $13.9M | Add +9.1% |
| SCHW Schwab (charles) Corp. | 0.25% | 138,624 | $13.8M | Add +1637.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 40,991 | $13.7M | Reduce -1.6% |
| ISRG Intuitive Surgical Inc. | 0.24% | 22,794 | $12.9M | Add +9.7% |
| UPS United Parcel Service Class B | 0.23% | 129,268 | $12.8M | Reduce -1.7% |
Portfolio Sells Q3 2025 → Q4 2025
| NOW ServiceNow Inc. | Reduce -10.1% | 0.63% | −0.34 |
| VGIT Vanguard Intermediate-Term T | Reduce -3.4% | 1.60% | −0.31 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -4.9% | 0.91% | −0.17 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -4.0% | 0.95% | −0.16 |
| BIV Vanguard Intermediate-Term B | Reduce -4.5% | 0.73% | −0.15 |
| PG The Procter & Gamble Co. | Reduce -3.0% | 0.54% | −0.15 |
| MRSH Marsh & McLennan Cos | Reduce -3.5% | 0.43% | −0.13 |
| MDLZ Mondelez International Inc. Class A | Reduce -5.8% | 0.30% | −0.13 |
| TMUS T-Mobile US Inc. | Reduce -26.1% | 0.13% | −0.11 |
| CSGP Costar Group Inc. | Reduce -5.2% | 0.20% | −0.11 |
| VCIT Vanguard Int-Term Corporate | Reduce -4.3% | 0.52% | −0.11 |
| RSP Invesco S&P 500 Equal Weight | Reduce -2.9% | 0.60% | −0.10 |
| EOG EOG Resources Inc. | Reduce -6.9% | 0.31% | −0.10 |
| TXN Texas Instruments Inc. | Reduce -23.9% | 0.15% | −0.09 |
| CTAS Cintas Corp. | Reduce -17.3% | 0.17% | −0.09 |
| LEN Lennar Corp. Class A | Reduce -29.0% | 0.09% | −0.08 |
| JIRE JPMorgan Int Res Enh Eqty | Reduce -6.6% | 0.35% | −0.07 |
| PEG Public Service Enterprise GP | Reduce -17.9% | 0.15% | −0.07 |
| KKR KKR & Co. Inc. | Reduce -0.5% | 0.37% | −0.07 |
| CI The Cigna Group | Reduce -24.6% | 0.11% | −0.06 |
| AMT American Tower Corp. | Reduce -4.8% | 0.20% | −0.06 |
| MET Metlife Inc. | Reduce -20.6% | 0.12% | −0.06 |
| SHW The Sherwin-Williams Co. | Reduce -0.0% | 0.27% | −0.06 |
| SNPS Synopsys Inc. | Reduce -0.9% | 0.22% | −0.05 |
| IWB iShares Russell 1000 ETF | Reduce -0.6% | 0.35% | −0.05 |
| DJP Ipath Bloomberg Commodity Inc. | Reduce -5.8% | 0.31% | −0.05 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -4.0% | 0.27% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.6% | 0.25% | −0.04 |
| EQIX Equinix Inc. | Reduce -16.3% | 0.09% | −0.04 |
| CRM Salesforce Inc. | Reduce -2.4% | 0.55% | −0.03 |
| MRVL Marvell Technology Inc. | Reduce -0.7% | 0.19% | −0.03 |
| GEHC GE Healthcare Technology | Reduce -8.1% | 0.17% | −0.02 |
| RELY Remitly Global Inc. | Reduce -3.5% | 0.05% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.02 |
| CPRT Copart Inc. | Reduce -1.7% | 0.04% | −0.01 |
| J Jacobs Solutions Inc. | Reduce -6.1% | 0.03% | −0.01 |
| IEI iShares 3-7 Year Treasury Bo | Sold out | 0.00% | −0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -2.9% | 0.05% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -14.7% | 0.03% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -40.4% | 0.01% | −0.01 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -0.8% | 0.02% | −0.01 |
| ZTS Zoetis Inc. | Reduce -1.5% | 0.02% | −0.01 |
| ABT Abbott Laboratories | Reduce -0.1% | 0.04% | −0.01 |
| MO Altria Group Inc. | Reduce -18.6% | 0.01% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.01 |
| PAYX Paychex Inc. | Reduce -1.0% | 0.02% | −0.01 |
| DE Deere & Co. | Reduce -1.5% | 0.05% | −0.01 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -0.4% | 0.05% | −0.01 |
| JPST JPMorgan Ultra-Short Income | Reduce -3.4% | 0.03% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| IWM iShares Russell 2000 ETF | Add +551.2% | 1.09% | +0.90 |
| LLY Eli Lilly & Co. | Add +23.2% | 2.04% | +0.69 |
| AAPL Apple Inc. | Add +23.7% | 4.88% | +0.64 |
| GOOGL Alphabet Inc. Class A | Add +27.1% | 2.08% | +0.62 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +35.9% | 3.62% | +0.59 |
| LRCX Lam Research Corp. | Add +46.5% | 0.96% | +0.37 |
| PWR Quanta Services Inc. | New | 0.34% | +0.34 |
| GOOG Alphabet Inc. Class C | Add +8.1% | 1.89% | +0.33 |
| RTX RTX Corp. | Add +530.3% | 0.33% | +0.27 |
| MA Mastercard Inc. Class A | Add +1002.0% | 0.28% | +0.25 |
| SCHW Schwab (charles) Corp. | Add +1637.4% | 0.25% | +0.24 |
| JNJ Johnson & Johnson | Add +50.6% | 0.71% | +0.23 |
| MNST Monster Beverage Corp. | New | 0.22% | +0.22 |
| EEM iShares MSCI Emerging Market | Add +5003.9% | 0.20% | +0.19 |
| CCK Crown Holdings Inc. | Add +105.9% | 0.39% | +0.19 |
| DHR Danaher Corp. | Add +44.0% | 0.59% | +0.18 |
| TMO Thermo Fisher Scientific Inc. | Add +41.7% | 0.56% | +0.18 |
| SYK Stryker Corp. | Add +75.3% | 0.51% | +0.16 |
| BKNG Booking Holdings Inc. | Add +37.6% | 0.88% | +0.14 |
| PEP Pepsico Inc. | Add +101.8% | 0.27% | +0.12 |
| BDX Becton Dickinson and Co. | New | 0.11% | +0.11 |
| FTV Fortive Corp. | New | 0.11% | +0.11 |
| UNH Unitedhealth Group Inc. | Add +162.1% | 0.20% | +0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +57.1% | 0.37% | +0.11 |
| ADBE Adobe Inc. | Add +59.8% | 0.31% | +0.08 |
| LIN Linde PLC | Add +40.6% | 0.75% | +0.07 |
| FISV Fiserv Inc. | Add +1149.5% | 0.07% | +0.06 |
| CAT Caterpillar Inc. | Add +3.9% | 0.75% | +0.06 |
| VONV Vanguard Russell 1000 Value | Add +153.3% | 0.10% | +0.06 |
| IWD iShares Russell 1000 Value E | Add +16.7% | 1.10% | +0.05 |
| VGT Vanguard Info Tech ETF | Add +283.3% | 0.07% | +0.05 |
| AMZN Amazon.com Inc. | Add +11.0% | 2.84% | +0.04 |
| ISRG Intuitive Surgical Inc. | Add +9.7% | 0.24% | +0.04 |
| AMAT Applied Materials Inc. | Add +1.8% | 0.39% | +0.04 |
| VHT Vanguard Health Care ETF | New | 0.04% | +0.04 |
| SMH Vaneck Semiconductor ETF | New | 0.03% | +0.03 |
| PH Parker Hannifin Corp. | Add +3.9% | 0.58% | +0.03 |
| HD Home Depot Inc. | Add +40.8% | 0.67% | +0.03 |
| SPGI S&P Global Inc. | Add +23.9% | 0.13% | +0.02 |
| CTSH Cognizant Tech Solutions-A | Add +0.5% | 0.23% | +0.02 |
| GLD SPDR Gold Shares | Add +75.3% | 0.04% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +16.4% | 2.38% | +0.01 |
| ICE Intercontinental Exchange Inc. | New | 0.01% | +0.01 |
| ROK Rockwell Automation Inc. | New | 0.01% | +0.01 |
| NKE Nike Inc. Class B | Add +42.5% | 0.09% | +0.01 |
| VPU Vanguard Utilities ETF | New | 0.01% | +0.01 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.01% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +36.5% | 0.06% | +0.01 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +22.2% | 0.15% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.01% | +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 |