Badgley Phelps Wealth Managers, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$5.02B
Q ending 2026-03-31
Prior quarter
$5.46B
Q ending 2025-12-31
Change
-8.0% QoQ · +21.2% YoY
Positions
328
reported holdings
Largest positions
Top 100 of 328 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Microsoft Corp | MSFT | Shares | $238.2M | 643K |
| Nvidia Corporation | NVDA | Shares | $236.6M | 1.4M |
| Ishares Tr | EFA | Shares | $219.4M | 2.3M |
| Apple Inc | AAPL | Shares | $217.1M | 856K |
| Vanguard Index Fds | VB | Shares | $176.4M | 674K |
| Vanguard Intl Equity Index F | VWO | Shares | $134.4M | 2.5M |
| Amazon Com Inc | AMZN | Shares | $133.8M | 643K |
| Ishares Tr | IJH | Shares | $121.4M | 1.8M |
| Vanguard Tax-Managed Fds | VEA | Shares | $117.9M | 1.8M |
| Alphabet Inc | GOOGL | Shares | $91.7M | 319K |
| Alphabet Inc | GOOG | Shares | $91.3M | 318K |
| Costco Wholesale Corporation | COST | Shares | $88.1M | 88K |
| Vanguard Scottsdale Fds | VGIT | Shares | $87.1M | 1.5M |
| Eli Lilly & Co | LLY | Shares | $85.9M | 93K |
| Jpmorgan Chase & Co | JPM | Shares | $81.1M | 276K |
| Ishares Tr | IWN | Shares | $74.0M | 390K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $73.7M | 154K |
| Ishares Tr | IWO | Shares | $70.3M | 224K |
| Meta Platforms Inc | META | Shares | $69.8M | 122K |
| Ishares Tr | IWR | Shares | $67.1M | 690K |
| Broadcom Inc | AVGO | Shares | $63.0M | 204K |
| Visa Inc | V | Shares | $60.6M | 201K |
| Ishares Tr | IWD | Shares | $53.7M | 252K |
| Ishares Tr | IWF | Shares | $50.2M | 118K |
| Spdr Series Trust | SPYM | Shares | $49.0M | 641K |
| Walmart Inc | WMT | Shares | $48.9M | 393K |
| Vanguard Index Fds | VV | Shares | $47.8M | 160K |
| Morgan Stanley | MS | Shares | $47.7M | 290K |
| Lam Research Corp | LRCX | Shares | $47.4M | 221K |
| Caterpillar Inc | CAT | Shares | $42.9M | 61K |
| Columbia Sportswear Co | COLM | Shares | $42.1M | 769K |
| Linde Plc | Shares | $40.5M | 82K | |
| Valero Energy Corp | VLO | Shares | $40.1M | 162K |
| Vanguard Bd Index Fds | BIV | Shares | $39.7M | 515K |
| Johnson & Johnson | JNJ | Shares | $39.3M | 161K |
| Cisco Sys Inc | CSCO | Shares | $36.4M | 469K |
| Invesco Exchange Traded Fd T | RSP | Shares | $33.5M | 174K |
| Bank America Corp | BAC | Shares | $33.4M | 684K |
| Ishares Tr | IWM | Shares | $33.1M | 134K |
| Booking Holdings Inc | BKNG | Shares | $32.7M | 8K |
| Ishares Tr | IWP | Shares | $31.7M | 247K |
| Parker-Hannifin Corp | PH | Shares | $31.6M | 35K |
| Procter & Gamble Co | PG | Shares | $30.0M | 208K |
| Home Depot Inc | HD | Shares | $29.7M | 90K |
| Nisource Inc | NI | Shares | $29.2M | 626K |
| Applied Matls Inc | AMAT | Shares | $28.3M | 83K |
| Vanguard Scottsdale Fds | VCIT | Shares | $28.2M | 341K |
| Prologis Inc. | PLD | Shares | $28.0M | 212K |
| Palo Alto Networks Inc | PANW | Shares | $28.0M | 175K |
| Chevron Corporation | CVX | Shares | $27.0M | 131K |
| Mckesson Corp | MCK | Shares | $26.7M | 31K |
| Tesla Inc | TSLA | Shares | $26.7M | 72K |
| Ishares Tr | IWS | Shares | $26.0M | 179K |
| Coca Cola Co | KO | Shares | $25.6M | 334K |
| Union Pac Corp | UNP | Shares | $24.7M | 102K |
| Chubb Ltd Switz | Shares | $24.6M | 75K | |
| Quanta Svcs Inc | PWR | Shares | $24.1M | 44K |
| Eog Res Inc | EOG | Shares | $23.4M | 162K |
| Servicenow Inc | NOW | Shares | $23.4M | 223K |
| Danaher Corp Del | DHR | Shares | $22.8M | 120K |
| Thermo Fisher Scientific Inc | TMO | Shares | $21.9M | 44K |
| Barclays Bank Plc | DJP | Shares | $21.6M | 448K |
| Nextera Energy Inc | NEE | Shares | $21.5M | 232K |
| Honeywell Intl Inc | HONGBP | Shares | $20.8M | 92K |
| Stryker Corporation | SYK | Shares | $20.6M | 63K |
| Vertiv Holdings Co | VRT | Shares | $20.5M | 82K |
| Exxon Mobil Corp | XOM | Shares | $20.4M | 120K |
| Medtronic Plc | Shares | $20.0M | 229K | |
| L3Harris Technologies Inc | LHX | Shares | $19.9M | 58K |
| Salesforce Inc | CRM | Shares | $19.8M | 106K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $19.8M | 114K |
| J P Morgan Exchange Traded F | JIRE | Shares | $19.5M | 257K |
| Oreilly Automotive Inc | ORLY | Shares | $19.1M | 207K |
| Ge Aerospace | GE | Shares | $18.9M | 67K |
| Mcdonalds Corp | MCD | Shares | $18.8M | 60K |
| Mondelez Intl Inc | MDLZ | Shares | $18.6M | 319K |
| Tjx Cos Inc New | TJX | Shares | $18.3M | 115K |
| Paccar Inc | PCAR | Shares | $18.1M | 157K |
| Ishares Tr | IWB | Shares | $18.0M | 50K |
| Oracle Corp | ORCL | Shares | $17.3M | 118K |
| Gilead Sciences Inc | GILD | Shares | $17.0M | 122K |
| Ecolab Inc | ECL | Shares | $16.2M | 61K |
| Eaton Corp Plc | Shares | $16.1M | 45K | |
| Merck & Co Inc | MRK | Shares | $15.9M | 131K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $15.3M | 24K |
| Netflix Inc. | NFLX | Shares | $15.2M | 158K |
| Crown Hldgs Inc | CCK | Shares | $15.2M | 151K |
| Vanguard Intl Equity Index F | VEU | Shares | $14.7M | 196K |
| Sherwin Williams Co | SHW | Shares | $14.7M | 46K |
| United Rentals Inc | URI | Shares | $14.4M | 20K |
| Kkr & Co Inc | KKR | Shares | $14.4M | 155K |
| Disney Walt Co | DIS | Shares | $13.7M | 142K |
| Ishares Tr | GVI | Shares | $13.2M | 123K |
| Vanguard Index Fds | VTI | Shares | $13.0M | 40K |
| Marvell Technology Inc | MRVL | Shares | $12.7M | 128K |
| International Business Machs | IBM | Shares | $11.6M | 48K |
| Karman Hldgs Inc | KRMN | Shares | $11.2M | 139K |
| Texas Instrs Inc | TXN | Shares | $11.1M | 57K |
| Intuitive Surgical Inc | ISRG | Shares | $11.1M | 24K |
| Rtx Corporation | RTX | Shares | $11.1M | 58K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.