Badgley Phelps Wealth Managers, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 15, 2026), Badgley Phelps Wealth Managers, LLC reported 328 stock positions worth $5.0 billion. Its top holding was Microsoft (MSFT) at 4.7% of the portfolio, followed by Nvidia (NVDA, 4.7%) and iShares MSCI Eafe ETF (EFA, 4.4%). Compared with Q4 2025, it opened 19 new positions, sold out of 18, added to 125 and reduced 151. The biggest buy was Valero Energy (VLO, shares +5%) and the biggest sale Microsoft (MSFT, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001895362
- Portfolio Value
- $5.0B (Q1 2026)
- SEC Filing
- 0001895362-26-000004 ↗ filed Apr 15, 2026
Holdings Value
Holdings 328 stocks · $5.0B
| MSFT Microsoft Corp. | 4.74% | 643,356 | $238.2M | Reduce -6.2% |
| NVDA Nvidia Corp. | 4.71% | 1,356,572 | $236.6M | Reduce -2.4% |
| EFA iShares MSCI Eafe ETF | 4.37% | 2,258,978 | $219.4M | Reduce -0.1% |
| AAPL Apple Inc. | 4.32% | 855,552 | $217.1M | Reduce -12.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.51% | 673,535 | $176.4M | Reduce -12.1% |
| VWO Vanguard Ftse Emerging Marke | 2.68% | 2,485,963 | $134.4M | Add +2.9% |
| AMZN Amazon.com Inc. | 2.66% | 642,571 | $133.8M | Reduce -4.2% |
| IJH iShares Core S&P Midcap ETF | 2.42% | 1,797,937 | $121.4M | Add +0.6% |
| VEA Vanguard Ftse Developed ETF | 2.35% | 1,839,884 | $117.9M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 1.83% | 318,816 | $91.7M | Reduce -12.2% |
| GOOG Alphabet Inc. Class C | 1.82% | 318,344 | $91.3M | Reduce -3.1% |
| COST Costco Wholesale Corp. | 1.75% | 88,436 | $88.1M | Reduce -2.9% |
| VGIT Vanguard Intermediate-Term T | 1.74% | 1,463,406 | $87.1M | Add +0.4% |
| LLY Eli Lilly & Co. | 1.71% | 93,356 | $85.9M | Reduce -9.8% |
| JPM JPMorgan Chase & Co. | 1.62% | 275,805 | $81.1M | Reduce -14.2% |
| IWN iShares Russell 2000 Value E | 1.47% | 390,279 | $74.0M | Add +0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.47% | 153,713 | $73.7M | Add +2.9% |
| IWO iShares Russell 2000 Growth | 1.40% | 224,148 | $70.3M | Add +0.5% |
| META Meta Platforms Inc. Class A | 1.39% | 121,934 | $69.8M | Reduce -7.2% |
| IWR iShares Russell Mid-Cap ETF | 1.34% | 689,676 | $67.1M | Add +0.8% |
| AVGO Broadcom Inc. | 1.25% | 203,506 | $63.0M | Add +8.9% |
| V Visa Inc. Class A | 1.21% | 200,601 | $60.6M | Reduce -1.2% |
| IWD iShares Russell 1000 Value E | 1.07% | 251,502 | $53.7M | Reduce -11.5% |
| IWF iShares Russell 1000 Growth | 1.00% | 117,622 | $50.2M | Reduce -1.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.98% | 640,610 | $49.0M | Reduce -0.8% |
| WMT Walmart Inc. | 0.97% | 392,907 | $48.9M | Reduce -4.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.95% | 159,809 | $47.8M | Add +0.9% |
| MS Morgan Stanley | 0.95% | 289,736 | $47.7M | Reduce -2.1% |
| LRCX Lam Research Corp. | 0.94% | 221,434 | $47.4M | Reduce -27.3% |
| CAT Caterpillar Inc. | 0.85% | 60,596 | $42.9M | Reduce -15.4% |
| COLM Columbia Sportswear Co. | 0.84% | 768,830 | $42.1M | No change |
| LIN Linde PLC | 0.81% | 81,678 | $40.5M | Reduce -14.8% |
| VLO Valero Energy Corp. | 0.80% | 162,236 | $40.1M | Add +4.8% |
| BIV Vanguard Intermediate-Term B | 0.79% | 514,947 | $39.7M | Add +0.3% |
| JNJ Johnson & Johnson | 0.78% | 160,944 | $39.3M | Reduce -14.7% |
| CSCO Cisco Systems Inc. | 0.72% | 469,041 | $36.4M | Reduce -1.8% |
| RSP Invesco S&P 500 Equal Weight | 0.67% | 174,485 | $33.5M | Add +2.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.66% | 684,384 | $33.4M | Reduce -3.1% |
| IWM iShares Russell 2000 ETF | 0.66% | 133,502 | $33.1M | Reduce -44.5% |
| BKNG Booking Holdings Inc. | 0.65% | 7,759 | $32.7M | Reduce -13.3% |
| IWP iShares Russell Mid-Cap Grow | 0.63% | 247,050 | $31.7M | Add +2.8% |
| PH Parker Hannifin Corp. | 0.63% | 35,303 | $31.6M | Reduce -1.3% |
| PG The Procter & Gamble Co. | 0.60% | 207,650 | $30.0M | Add +1.1% |
| HD Home Depot Inc. | 0.59% | 90,415 | $29.7M | Reduce -14.3% |
| NI Nisource Inc. | 0.58% | 626,099 | $29.2M | Add +5.6% |
| AMAT Applied Materials Inc. | 0.56% | 82,748 | $28.3M | Reduce -0.5% |
| VCIT Vanguard Int-Term Corporate | 0.56% | 341,330 | $28.2M | Add +1.0% |
| PLD Prologis Inc. | 0.56% | 212,162 | $28.0M | Reduce -0.9% |
| PANW Palo Alto Networks Inc. | 0.56% | 174,550 | $28.0M | Add +1.3% |
| CVX Chevron Corp. | 0.54% | 130,520 | $27.0M | Reduce -0.4% |
| MCK McKesson Corp. | 0.53% | 30,835 | $26.7M | Reduce -0.6% |
| TSLA Tesla Inc. | 0.53% | 71,801 | $26.7M | Add +7.1% |
| IWS iShares Russell Mid-Cap Valu | 0.52% | 178,501 | $26.0M | Add +3.8% |
| KO The Coca-Cola Co. | 0.51% | 334,230 | $25.6M | Add +0.7% |
| UNP Union Pacific Corp. | 0.49% | 101,616 | $24.7M | Add +1.5% |
| CB Chubb Ltd. | 0.49% | 75,295 | $24.6M | Reduce -1.2% |
| PWR Quanta Services Inc. | 0.48% | 43,877 | $24.1M | Add +0.0% |
| EOG EOG Resources Inc. | 0.47% | 161,784 | $23.4M | Reduce -0.5% |
| NOW ServiceNow Inc. | 0.47% | 223,449 | $23.4M | Reduce -0.3% |
| DHR Danaher Corp. | 0.45% | 119,940 | $22.8M | Reduce -14.4% |
| TMO Thermo Fisher Scientific Inc. | 0.44% | 44,491 | $21.9M | Reduce -15.0% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.43% | 448,468 | $21.6M | Add +1.0% |
| NEE Nextera Energy Inc. | 0.43% | 231,812 | $21.5M | Add +1.2% |
| HON Honeywell International Inc. | 0.41% | 92,141 | $20.8M | Reduce -0.4% |
| SYK Stryker Corp. | 0.41% | 62,543 | $20.6M | Reduce -21.1% |
| VRT Vertiv Holdings Co. Class A | 0.41% | 81,760 | $20.5M | Add +6.0% |
| XOM Exxon Mobil Corp. | 0.41% | 120,275 | $20.4M | Add +4.2% |
| MDT Medtronic PLC | 0.40% | 229,003 | $20.0M | Add +1.0% |
| LHX L3HARRIS Technologies Inc. | 0.40% | 57,662 | $19.9M | Add +2.0% |
| CRM Salesforce Inc. | 0.40% | 106,320 | $19.8M | Reduce -6.0% |
| MRSH Marsh & McLennan Cos | 0.39% | 114,009 | $19.8M | Reduce -10.2% |
| JIRE JPMorgan Int Res Enh Eqty | 0.39% | 257,085 | $19.5M | Add +0.6% |
| ORLY O'reilly Automotive Inc. | 0.38% | 207,053 | $19.1M | Add +0.6% |
| GE General Electric filed as GE AEROSPACE | 0.38% | 66,510 | $18.9M | Reduce -6.7% |
| MCD McDonald's Corp. | 0.37% | 60,406 | $18.8M | Add +0.3% |
| MDLZ Mondelez International Inc. Class A | 0.37% | 319,391 | $18.6M | Add +4.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.36% | 114,736 | $18.3M | Add +2.4% |
| PCAR Paccar Inc. | 0.36% | 157,109 | $18.1M | Reduce -0.6% |
| IWB iShares Russell 1000 ETF | 0.36% | 50,463 | $18.0M | Reduce -1.4% |
| ORCL Oracle Corp. | 0.34% | 117,663 | $17.3M | Reduce -8.7% |
| GILD Gilead Sciences Inc. | 0.34% | 122,271 | $17.0M | Reduce -0.0% |
| ECL Ecolab Inc. | 0.32% | 60,624 | $16.2M | Add +0.9% |
| ETN Eaton Corp. PLC | 0.32% | 45,001 | $16.1M | Add +2.6% |
| MRK Merck & Co. Inc. | 0.32% | 131,499 | $15.9M | Add +9.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.31% | 23,521 | $15.3M | Reduce -21.3% |
| NFLX Netflix Inc. | 0.30% | 158,455 | $15.2M | Add +3.3% |
| CCK Crown Holdings Inc. | 0.30% | 151,384 | $15.2M | Reduce -26.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.29% | 196,053 | $14.7M | Reduce -0.5% |
| SHW The Sherwin-Williams Co. | 0.29% | 45,722 | $14.7M | Add +1.2% |
| URI United Rentals Inc. | 0.29% | 19,782 | $14.4M | Add +1.1% |
| KKR KKR & Co. Inc. | 0.29% | 155,354 | $14.4M | Reduce -1.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 142,368 | $13.7M | Add +0.9% |
| GVI iShares Intermediate Governm | 0.26% | 123,321 | $13.2M | Add +12.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 40,390 | $13.0M | Reduce -1.5% |
| MRVL Marvell Technology Inc. | 0.25% | 127,730 | $12.7M | Add +2.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 47,855 | $11.6M | Reduce -3.9% |
| KRMN Karman Holdings Inc. | 0.22% | 139,292 | $11.2M | New |
| TXN Texas Instruments Inc. | 0.22% | 57,393 | $11.1M | Add +22.1% |
| ISRG Intuitive Surgical Inc. | 0.22% | 24,158 | $11.1M | Add +6.0% |
| RTX RTX Corp. | 0.22% | 57,530 | $11.1M | Reduce -41.4% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -6.2% | 4.74% | −1.34 |
| AAPL Apple Inc. | Reduce -12.7% | 4.32% | −0.56 |
| IWM iShares Russell 2000 ETF | Reduce -44.5% | 0.66% | −0.43 |
| LLY Eli Lilly & Co. | Reduce -9.8% | 1.71% | −0.33 |
| JPM JPMorgan Chase & Co. | Reduce -14.2% | 1.62% | −0.28 |
| GOOGL Alphabet Inc. Class A | Reduce -12.2% | 1.83% | −0.26 |
| BKNG Booking Holdings Inc. | Reduce -13.3% | 0.65% | −0.23 |
| BBAX JPMorgan Betabuilders Develo | Reduce -84.3% | 0.05% | −0.21 |
| META Meta Platforms Inc. Class A | Reduce -7.2% | 1.39% | −0.20 |
| CSGP Costar Group Inc. | Reduce -77.7% | 0.03% | −0.17 |
| AMZN Amazon.com Inc. | Reduce -4.2% | 2.66% | −0.17 |
| NOW ServiceNow Inc. | Reduce -0.3% | 0.47% | −0.16 |
| CRM Salesforce Inc. | Reduce -6.0% | 0.40% | −0.15 |
| ADBE Adobe Inc. | Reduce -25.4% | 0.17% | −0.13 |
| MA Mastercard Inc. Class A | Reduce -46.0% | 0.14% | −0.13 |
| DHR Danaher Corp. | Reduce -14.4% | 0.45% | −0.13 |
| CTAS Cintas Corp. | Reduce -78.2% | 0.04% | −0.13 |
| SCHW Schwab (charles) Corp. | Reduce -50.2% | 0.13% | −0.12 |
| TMO Thermo Fisher Scientific Inc. | Reduce -15.0% | 0.44% | −0.12 |
| AMT American Tower Corp. | Reduce -60.6% | 0.08% | −0.12 |
| ORCL Oracle Corp. | Reduce -8.7% | 0.34% | −0.12 |
| MNST Monster Beverage Corp. | Reduce -52.5% | 0.11% | −0.11 |
| RTX RTX Corp. | Reduce -41.4% | 0.22% | −0.11 |
| EEM iShares MSCI Emerging Market | Reduce -60.3% | 0.09% | −0.11 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -12.1% | 3.51% | −0.11 |
| SYK Stryker Corp. | Reduce -21.1% | 0.41% | −0.10 |
| V Visa Inc. Class A | Reduce -1.2% | 1.21% | −0.10 |
| UNH Unitedhealth Group Inc. | Reduce -36.3% | 0.11% | −0.09 |
| CCK Crown Holdings Inc. | Reduce -26.6% | 0.30% | −0.09 |
| KKR KKR & Co. Inc. | Reduce -1.4% | 0.29% | −0.08 |
| HD Home Depot Inc. | Reduce -14.3% | 0.59% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -3.1% | 1.82% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -21.3% | 0.31% | −0.07 |
| BDX Becton Dickinson and Co. | Reduce -51.0% | 0.05% | −0.06 |
| FTV Fortive Corp. | Reduce -60.1% | 0.05% | −0.06 |
| PEP Pepsico Inc. | Reduce -33.1% | 0.21% | −0.06 |
| BAC Bank of America Corp. | Reduce -3.1% | 0.66% | −0.05 |
| FISV Fiserv Inc. | Reduce -54.1% | 0.03% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -3.9% | 0.23% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -1.7% | 1.00% | −0.04 |
| MRSH Marsh & McLennan Cos | Reduce -10.2% | 0.39% | −0.04 |
| NVDA Nvidia Corp. | Reduce -2.4% | 4.71% | −0.04 |
| GE General Electric | Reduce -6.7% | 0.38% | −0.03 |
| IWD iShares Russell 1000 Value E | Reduce -11.5% | 1.07% | −0.03 |
| VHT Vanguard Health Care ETF | Reduce -57.4% | 0.02% | −0.02 |
| NKE Nike Inc. Class B | Reduce -13.8% | 0.07% | −0.02 |
| SOLS Solstice Adv Materials Inc. | Sold out | 0.00% | −0.02 |
| VONV Vanguard Russell 1000 Value | Reduce -24.8% | 0.09% | −0.02 |
| UPS United Parcel Service Class B | Reduce -13.0% | 0.22% | −0.01 |
| ACN Accenture PLC Class A | Reduce -6.4% | 0.04% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| VLO Valero Energy Corp. | Add +4.8% | 0.80% | +0.34 |
| VWO Vanguard Ftse Emerging Marke | Add +2.9% | 2.68% | +0.30 |
| VEA Vanguard Ftse Developed ETF | Add +1.0% | 2.35% | +0.26 |
| IJH iShares Core S&P Midcap ETF | Add +0.6% | 2.42% | +0.26 |
| KRMN Karman Holdings Inc. | New | 0.22% | +0.22 |
| IWN iShares Russell 2000 Value E | Add +0.9% | 1.47% | +0.19 |
| VRT Vertiv Holdings Co. Class A | Add +6.0% | 0.41% | +0.18 |
| GEV GE Vernova Inc. | Add +1981.2% | 0.18% | +0.17 |
| PLTR Palantir Technologies Inc. Class A | New | 0.15% | +0.15 |
| XOM Exxon Mobil Corp. | Add +4.2% | 0.41% | +0.15 |
| PWR Quanta Services Inc. | Add +0.0% | 0.48% | +0.14 |
| VGIT Vanguard Intermediate-Term T | Add +0.4% | 1.74% | +0.14 |
| FWONK Liberty Media Corp. Class C | New | 0.13% | +0.13 |
| IWR iShares Russell Mid-Cap ETF | Add +0.8% | 1.34% | +0.13 |
| NI Nisource Inc. | Add +5.6% | 0.58% | +0.13 |
| DJP Ipath Bloomberg Commodity Inc. | Add +1.0% | 0.43% | +0.12 |
| MU Micron Technology Inc. | Add +346.1% | 0.13% | +0.11 |
| ANET Arista Networks Inc. | Add +1116.7% | 0.11% | +0.10 |
| LHX L3HARRIS Technologies Inc. | Add +2.0% | 0.40% | +0.09 |
| NEE Nextera Energy Inc. | Add +1.2% | 0.43% | +0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.9% | 1.47% | +0.09 |
| MRK Merck & Co. Inc. | Add +9.9% | 0.32% | +0.08 |
| KO The Coca-Cola Co. | Add +0.7% | 0.51% | +0.08 |
| IWO iShares Russell 2000 Growth | Add +0.5% | 1.40% | +0.08 |
| IWS iShares Russell Mid-Cap Valu | Add +3.8% | 0.52% | +0.07 |
| TXN Texas Instruments Inc. | Add +22.1% | 0.22% | +0.07 |
| AVGO Broadcom Inc. | Add +8.9% | 1.25% | +0.07 |
| RSP Invesco S&P 500 Equal Weight | Add +2.4% | 0.67% | +0.07 |
| UNP Union Pacific Corp. | Add +1.5% | 0.49% | +0.07 |
| MDLZ Mondelez International Inc. Class A | Add +4.3% | 0.37% | +0.07 |
| ETN Eaton Corp. PLC | Add +2.6% | 0.32% | +0.06 |
| BIV Vanguard Intermediate-Term B | Add +0.3% | 0.79% | +0.06 |
| PG The Procter & Gamble Co. | Add +1.1% | 0.60% | +0.06 |
| MRVL Marvell Technology Inc. | Add +2.1% | 0.25% | +0.06 |
| TMUS T-Mobile US Inc. | Add +26.9% | 0.19% | +0.06 |
| TJX TJX Companies Inc. | Add +2.4% | 0.36% | +0.05 |
| GVI iShares Intermediate Governm | Add +12.0% | 0.26% | +0.05 |
| VCIT Vanguard Int-Term Corporate | Add +1.0% | 0.56% | +0.04 |
| SNX TD Synnex Corp. | Add +10.1% | 0.17% | +0.04 |
| NFLX Netflix Inc. | Add +3.3% | 0.30% | +0.04 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.9% | 0.95% | +0.04 |
| JIRE JPMorgan Int Res Enh Eqty | Add +0.6% | 0.39% | +0.04 |
| MCD McDonald's Corp. | Add +0.3% | 0.37% | +0.04 |
| ORLY O'reilly Automotive Inc. | Add +0.6% | 0.38% | +0.04 |
| ECL Ecolab Inc. | Add +0.9% | 0.32% | +0.03 |
| APH Amphenol Corp. Class A | Add +17.8% | 0.18% | +0.03 |
| PEG Public Service Enterprise GP | Add +9.3% | 0.17% | +0.03 |
| CI The Cigna Group | Add +19.6% | 0.14% | +0.03 |
| IWP iShares Russell Mid-Cap Grow | Add +2.8% | 0.63% | +0.03 |
| SHW The Sherwin-Williams Co. | Add +1.2% | 0.29% | +0.02 |
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 |