EdgeMarket › What Badgley Phelps Wealth Managers, Llc reported owning
What Badgley Phelps Wealth Managers, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
5.0BPositions
328Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | 238.2M | 4.7% | 643.4K | 483.24 | -4.4% |
| NVDA NVIDIA CORP | 236.6M | 4.7% | 1.4M | 214.72 | +22.4% |
| EFA iShares MSCI EAFE ETF | 219.4M | 4.4% | 2.3M | 108.24 | +17.1% |
| AAPL Apple Inc. | 217.1M | 4.3% | 855.6K | 309.35 | +36.9% |
| VB Vanguard Morningstar Small-Cap ETF | 176.4M | 3.5% | 673.5K | 304.76 | +24.4% |
| VWO Vanguard FTSE Emerging Markets ETF | 134.4M | 2.7% | 2.5M | 60.45 | +17.7% |
| AMZN AMAZON COM INC | 133.8M | 2.7% | 642.6K | 258.63 | +15.6% |
| IJH iShares Core S&P Mid-Cap ETF | 121.4M | 2.4% | 1.8M | 76.77 | +20.8% |
| VEA Vanguard FTSE Developed Markets ETF | 117.9M | 2.3% | 1.8M | 73.42 | +24.7% |
| GOOGL Alphabet Inc. | 91.7M | 1.8% | 318.8K | 344.82 | +73.0% |
| GOOG Alphabet Inc. | 91.3M | 1.8% | 318.3K | 341.75 | +70.7% |
| COST COSTCO WHOLESALE CORP /NEW | 88.1M | 1.8% | 88.4K | 947.74 | -4.7% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 87.1M | 1.7% | 1.5M | 58.31 | -2.3% |
| LLY ELI LILLY & Co | 85.9M | 1.7% | 93.4K | 1,255.40 | +78.0% |
| JPM JPMORGAN CHASE & CO | 81.1M | 1.6% | 275.8K | 351.58 | +20.3% |
| IWN iShares Russell 2000 Value ETF | 74.0M | 1.5% | 390.3K | 224.81 | +35.2% |
| unmapped CUSIP 084670702 | 73.7M | 1.5% | 153.7K | — | — |
| IWO iShares Russell 2000 Growth Fund | 70.3M | 1.4% | 224.1K | 387.37 | +31.0% |
| META Meta Platforms, Inc. | 69.8M | 1.4% | 121.9K | 549.90 | -26.5% |
| IWR iShares Russell Mid-Cap ETF | 67.1M | 1.3% | 689.7K | 113.44 | +20.4% |
| AVGO Broadcom Inc. | 63.0M | 1.3% | 203.5K | 368.45 | +26.5% |
| V VISA INC. | 60.6M | 1.2% | 200.6K | 371.04 | +7.9% |
| IWD iShares Russell 1000 Value ETF | 53.7M | 1.1% | 251.5K | 257.29 | +29.2% |
| IWF iShares Russell 1000 Growth Fund | 50.2M | 1.0% | 117.6K | 122.39 | +11.2% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 49.0M | 1.0% | 640.6K | 90.13 | +20.1% |
| WMT Walmart Inc. | 48.9M | 1.0% | 392.9K | 103.70 | +1.1% |
| VV Vanguard Morningstar Large-Cap ETF | 47.8M | 1.0% | 159.8K | 352.60 | +19.8% |
| MS MORGAN STANLEY | 47.7M | 0.9% | 289.7K | 214.20 | +48.6% |
| LRCX LAM RESEARCH CORP | 47.4M | 0.9% | 221.4K | 314.00 | +216.7% |
| CAT CATERPILLAR INC | 42.9M | 0.9% | 60.6K | 827.90 | +96.8% |
| COLM COLUMBIA SPORTSWEAR CO | 42.1M | 0.8% | 768.8K | 60.33 | +11.7% |
| LIN LINDE PLC | 40.5M | 0.8% | 81.7K | 487.57 | +1.1% |
| VLO VALERO ENERGY CORP/TX | 40.1M | 0.8% | 162.2K | 348.86 | +148.3% |
| BIV Vanguard Intermediate-Term Bond ETF | 39.7M | 0.8% | 514.9K | 75.43 | -2.5% |
| JNJ JOHNSON & JOHNSON | 39.3M | 0.8% | 160.9K | 270.24 | +51.1% |
| CSCO CISCO SYSTEMS, INC. | 36.4M | 0.7% | 469.0K | 111.04 | +65.5% |
| RSP Invesco S&P 500 Equal Weight ETF | 33.5M | 0.7% | 174.5K | 221.67 | +18.8% |
| BAC BANK OF AMERICA CORP /DE/ | 33.4M | 0.7% | 684.4K | 61.69 | +27.6% |
| IWM iShares Russell 2000 ETF | 33.1M | 0.7% | 133.5K | 299.96 | +33.1% |
| BKNG Booking Holdings Inc. | 32.7M | 0.7% | 7.8K | 209.62 | -7.1% |
| IWP iShares Russell Midcap Growth ETF | 31.7M | 0.6% | 247.1K | 143.66 | +2.9% |
| PH Parker-Hannifin Corp | 31.6M | 0.6% | 35.3K | 1,001.74 | +34.8% |
| PG PROCTER & GAMBLE Co | 30.0M | 0.6% | 207.7K | 144.68 | -9.3% |
| HD HOME DEPOT, INC. | 29.7M | 0.6% | 90.4K | 335.61 | -16.5% |
| NI NISOURCE INC. | 29.2M | 0.6% | 626.1K | 40.62 | -4.5% |
| AMAT APPLIED MATERIALS INC /DE | 28.3M | 0.6% | 82.7K | 492.32 | +205.9% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 28.2M | 0.6% | 341.3K | 81.05 | -2.5% |
| PLD Prologis, Inc. | 28.0M | 0.6% | 212.2K | 141.80 | +28.7% |
| PANW Palo Alto Networks Inc | 28.0M | 0.6% | 174.6K | 357.87 | +94.0% |
| CVX CHEVRON CORP | 27.0M | 0.5% | 130.5K | 205.27 | +34.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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