Badgley Phelps Wealth Managers, LLC

CIK 0001895362 · SEATTLE, WA · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source

Badgley Phelps Wealth Managers, LLC reported 333 positions worth $5.71B as of June 30, 2026 (13F filed July 31, 2026). Largest holding: NVDA (4.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$5.71B
2026 Q2
Positions
333
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
33.2%
Est. Net Flow (Q)
2026 Q2
10 / 333 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$271.7M4.76%1,357,879
2AAPLAPPLE INCSH$249.3M4.37%861,390
3MSFTMICROSOFT CORPSH$241.4M4.23%647,049
4EFAISHARES TRSH$239.7M4.20%2,307,217
5VBVANGUARD INDEX FDSSH$198.0M3.47%653,239
6AMZNAMAZON COM INCSH$153.8M2.69%645,446
7VWOVANGUARD INTL EQUITY INDEX FSH$151.5M2.65%2,538,203
8IJHISHARES TRSH$140.5M2.46%1,821,548
9VEAVANGUARD TAX-MANAGED FDSSH$135.7M2.38%1,903,904
10GOOGALPHABET INCSH$115.7M2.03%327,319

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Badgley Phelps Wealth Managers, LLC hold as of Q2 2026?

Badgley Phelps Wealth Managers, LLC reported 333 positions worth $5.71B in its Q2 2026 13F filing. Largest positions: NVDA (4.8%), AAPL (4.4%), MSFT (4.2%), EFA (4.2%) and VB (3.5%).

What did Badgley Phelps Wealth Managers, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Badgley Phelps Wealth Managers, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.