Badgley Phelps Wealth Managers
Latest statistics and disclosures from Badgley Phelps Wealth Managers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, NVDA, EFA, VB, and represent 23.30% of Badgley Phelps Wealth Managers's stock portfolio.
- Added to shares of these 10 stocks: VB (+$52M), AAPL (+$51M), IWM (+$50M), MSFT (+$37M), NOW (+$27M), GOOGL (+$24M), NVDA (+$21M), LLY (+$21M), PWR (+$19M), VWO (+$18M).
- Started 41 new stock positions in SHEL, ICE, MPC, ANET, BDX, GEV, SPIB, SCHV, XLC, VOE.
- Reduced shares in these 10 stocks: VGIT, VV, TXN, TMUS, SPYM, CI, CTAS, LEN, BIV, MET.
- Sold out of its positions in CMG, CLX, CMCSA, IEI, KR, MANH, NVO, PLTR, REGN, DON.
- Badgley Phelps Wealth Managers was a net buyer of stock by $657M.
- Badgley Phelps Wealth Managers has $5.5B in assets under management (AUM), dropping by 14.87%.
- Central Index Key (CIK): 0001895362
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Portfolio Holdings for Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers holds 327 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.1 | $332M | +12% | 686k | 483.62 |
|
| Apple (AAPL) | 4.9 | $266M | +23% | 980k | 271.86 |
|
| NVIDIA Corporation (NVDA) | 4.7 | $259M | +9% | 1.4M | 186.50 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 4.0 | $217M | +3% | 2.3M | 96.03 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 3.6 | $198M | +35% | 766k | 257.95 |
|
| Amazon (AMZN) | 2.8 | $155M | +10% | 671k | 230.82 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.4 | $130M | +16% | 2.4M | 53.76 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.2 | $118M | +4% | 1.8M | 66.00 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.1 | $114M | 1.8M | 62.47 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $114M | +27% | 363k | 313.00 |
|
| Eli Lilly & Co. (LLY) | 2.0 | $111M | +23% | 104k | 1074.68 |
|
| JPMorgan Chase & Co. (JPM) | 1.9 | $104M | +8% | 322k | 322.22 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $103M | +8% | 329k | 313.80 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.6 | $87M | -3% | 1.5M | 59.93 |
|
| Meta Platforms Cl A (META) | 1.6 | $87M | +18% | 132k | 660.09 |
|
| Costco Wholesale Corporation (COST) | 1.4 | $79M | +2% | 91k | 862.34 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $75M | +5% | 149k | 502.65 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 1.3 | $72M | +2% | 223k | 323.01 |
|
| Visa Com Cl A (V) | 1.3 | $71M | 203k | 350.71 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 1.3 | $70M | +3% | 387k | 181.21 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.2 | $66M | +3% | 684k | 96.27 |
|
| Broadcom (AVGO) | 1.2 | $65M | +5% | 187k | 346.10 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.1 | $60M | +16% | 284k | 210.34 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.1 | $59M | +551% | 241k | 246.16 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $57M | +7% | 120k | 473.30 |
|
| Morgan Stanley Com New (MS) | 1.0 | $53M | +2% | 296k | 177.53 |
|
| Lam Research Corp Com New (LRCX) | 1.0 | $52M | +46% | 305k | 171.40 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.9 | $52M | -4% | 646k | 80.22 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.9 | $50M | -4% | 158k | 314.80 |
|
| Booking Holdings (BKNG) | 0.9 | $48M | +37% | 8.9k | 5355.33 |
|
| Wal-Mart Stores (WMT) | 0.8 | $46M | 410k | 111.41 |
|
|
| Columbia Sportswear Company (COLM) | 0.8 | $42M | 769k | 55.09 |
|
|
| Caterpillar (CAT) | 0.8 | $41M | +3% | 72k | 572.87 |
|
| Linde SHS (LIN) | 0.7 | $41M | +40% | 96k | 426.39 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.7 | $40M | -4% | 514k | 77.88 |
|
| Johnson & Johnson (JNJ) | 0.7 | $39M | +50% | 189k | 206.95 |
|
| Bank of America Corporation (BAC) | 0.7 | $39M | +2% | 707k | 55.00 |
|
| Cisco Systems (CSCO) | 0.7 | $37M | 478k | 77.03 |
|
|
| Home Depot (HD) | 0.7 | $36M | +40% | 106k | 344.10 |
|
| Servicenow (NOW) | 0.6 | $34M | +349% | 224k | 153.19 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.6 | $33M | 240k | 136.94 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $33M | -2% | 170k | 191.56 |
|
| Danaher Corporation (DHR) | 0.6 | $32M | +43% | 140k | 229.19 |
|
| Palo Alto Networks (PANW) | 0.6 | $32M | 172k | 184.20 |
|
|
| Parker-Hannifin Corporation (PH) | 0.6 | $32M | +3% | 36k | 878.96 |
|
| Thermo Fisher Scientific (TMO) | 0.6 | $30M | +41% | 52k | 579.76 |
|
| Tesla Motors (TSLA) | 0.6 | $30M | +13% | 67k | 449.72 |
|
| salesforce (CRM) | 0.5 | $30M | -2% | 113k | 265.26 |
|
| Procter & Gamble Company (PG) | 0.5 | $29M | -3% | 205k | 143.31 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.5 | $28M | -4% | 338k | 83.75 |
|
| Stryker Corporation (SYK) | 0.5 | $28M | +75% | 79k | 352.16 |
|
| Prologis (PLD) | 0.5 | $27M | 214k | 127.66 |
|
|
| McKesson Corporation (MCK) | 0.5 | $26M | +3% | 31k | 821.07 |
|
| Valero Energy Corporation (VLO) | 0.5 | $25M | +4% | 155k | 162.79 |
|
| Oracle Corporation (ORCL) | 0.5 | $25M | 129k | 194.91 |
|
|
| NiSource (NI) | 0.5 | $25M | +3% | 593k | 41.76 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.4 | $24M | +2% | 172k | 141.05 |
|
| Chubb (CB) | 0.4 | $24M | 76k | 313.06 |
|
|
| Marsh & McLennan Companies | 0.4 | $24M | -3% | 127k | 185.52 |
|
| Coca-Cola Company (KO) | 0.4 | $23M | 332k | 69.91 |
|
|
| Union Pacific Corporation (UNP) | 0.4 | $23M | +2% | 100k | 231.32 |
|
| Ge Aerospace Com New (GE) | 0.4 | $22M | +5% | 71k | 308.38 |
|
| Medtronic SHS (MDT) | 0.4 | $22M | 227k | 96.71 |
|
|
| Applied Materials (AMAT) | 0.4 | $21M | 83k | 256.99 |
|
|
| Crown Holdings (CCK) | 0.4 | $21M | +105% | 206k | 102.97 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $20M | +57% | 30k | 683.62 |
|
| Kkr & Co (KKR) | 0.4 | $20M | 158k | 127.48 |
|
|
| Chevron Corporation (CVX) | 0.4 | $20M | +3% | 131k | 152.41 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.4 | $19M | -6% | 256k | 74.88 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $19M | 51k | 373.44 |
|
|
| O'reilly Automotive (ORLY) | 0.3 | $19M | 206k | 91.21 |
|
|
| Quanta Services (PWR) | 0.3 | $19M | NEW | 44k | 422.06 |
|
| McDonald's Corporation (MCD) | 0.3 | $18M | +8% | 60k | 305.63 |
|
| Nextera Energy (NEE) | 0.3 | $18M | +4% | 229k | 80.28 |
|
| Honeywell International (HON) | 0.3 | $18M | 93k | 195.09 |
|
|
| Raytheon Technologies Corp (RTX) | 0.3 | $18M | +530% | 98k | 183.40 |
|
| Paccar (PCAR) | 0.3 | $18M | 158k | 110.91 |
|
|
| TJX Companies (TJX) | 0.3 | $17M | +6% | 112k | 153.61 |
|
| EOG Resources (EOG) | 0.3 | $17M | -6% | 163k | 105.01 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $17M | +59% | 48k | 349.99 |
|
| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.3 | $17M | -5% | 444k | 37.61 |
|
| Mondelez Intl Cl A (MDLZ) | 0.3 | $17M | -5% | 306k | 54.29 |
|
| L3harris Technologies (LHX) | 0.3 | $17M | +3% | 57k | 293.57 |
|
| Walt Disney Company (DIS) | 0.3 | $16M | 141k | 114.44 |
|
|
| United Rentals (URI) | 0.3 | $16M | +2% | 20k | 809.32 |
|
| Ecolab (ECL) | 0.3 | $16M | 60k | 263.14 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $15M | +1001% | 26k | 570.89 |
|
| Gilead Sciences (GILD) | 0.3 | $15M | 122k | 122.74 |
|
|
| Pepsi (PEP) | 0.3 | $15M | +101% | 103k | 144.44 |
|
| International Business Machines (IBM) | 0.3 | $15M | +3% | 50k | 296.21 |
|
| Sherwin-Williams Company (SHW) | 0.3 | $15M | 45k | 324.03 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $15M | -3% | 197k | 73.56 |
|
| Netflix (NFLX) | 0.3 | $14M | +929% | 154k | 93.76 |
|
| J P Morgan Exchange Traded F Betabuilders Dev (BBAX) | 0.3 | $14M | +2% | 249k | 56.30 |
|
| Eaton Corp SHS (ETN) | 0.3 | $14M | 44k | 318.51 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $14M | +9% | 116k | 120.34 |
|
| Charles Schwab Corporation (SCHW) | 0.3 | $14M | +1637% | 139k | 99.91 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $14M | 41k | 335.27 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $13M | +9% | 23k | 566.36 |
|
| United Parcel Service CL B (UPS) | 0.2 | $13M | 129k | 99.19 |
|
|
| Merck & Co (MRK) | 0.2 | $13M | -4% | 120k | 106.13 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.2 | $13M | 151k | 83.00 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $13M | +3% | 77k | 162.01 |
|
| Synopsys (SNPS) | 0.2 | $12M | 26k | 469.72 |
|
|
| Trimble Navigation (TRMB) | 0.2 | $12M | +2% | 155k | 78.35 |
|
| Monster Beverage Corp (MNST) | 0.2 | $12M | NEW | 158k | 76.67 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.2 | $12M | +2% | 110k | 107.35 |
|
| CoStar (CSGP) | 0.2 | $11M | -5% | 166k | 67.24 |
|
| UnitedHealth (UNH) | 0.2 | $11M | +162% | 33k | 330.11 |
|
| American Tower Reit (AMT) | 0.2 | $11M | -4% | 62k | 177.26 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $11M | +5003% | 196k | 54.71 |
|
| Marvell Technology (MRVL) | 0.2 | $11M | 125k | 84.98 |
|
|
| Boston Scientific Corporation (BSX) | 0.2 | $11M | +2% | 110k | 95.35 |
|
| Cintas Corporation (CTAS) | 0.2 | $9.3M | -17% | 50k | 188.07 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.2 | $9.0M | -8% | 110k | 82.02 |
|
| Uber Technologies (UBER) | 0.2 | $8.4M | 102k | 81.71 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $8.3M | +22% | 11.00 | 754800.00 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $8.2M | -23% | 47k | 173.49 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $8.2M | +9% | 60k | 135.38 |
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| Public Service Enterprise (PEG) | 0.1 | $8.0M | -17% | 99k | 80.30 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $7.7M | +4% | 11k | 684.93 |
|
| Metropcs Communications (TMUS) | 0.1 | $7.2M | -26% | 36k | 203.04 |
|
| S&p Global (SPGI) | 0.1 | $7.1M | +23% | 14k | 522.59 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $6.9M | +11% | 12k | 605.39 |
|
| MetLife (MET) | 0.1 | $6.8M | -20% | 86k | 78.94 |
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| SYNNEX Corporation (SNX) | 0.1 | $6.7M | +13% | 45k | 150.23 |
|
| Becton, Dickinson and (BDX) | 0.1 | $6.1M | NEW | 31k | 194.07 |
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| Fortive (FTV) | 0.1 | $6.0M | NEW | 109k | 55.21 |
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| Cigna Corp (CI) | 0.1 | $5.9M | -24% | 22k | 275.23 |
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| Spdr Series Trust State Street Spd (SPSB) | 0.1 | $5.6M | +2% | 187k | 30.20 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $5.6M | +153% | 61k | 92.30 |
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| Starbucks Corporation (SBUX) | 0.1 | $5.1M | +10% | 61k | 84.21 |
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| Equinix (EQIX) | 0.1 | $4.9M | -16% | 6.3k | 766.16 |
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| Amgen (AMGN) | 0.1 | $4.8M | -5% | 15k | 327.31 |
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| Guidewire Software (GWRE) | 0.1 | $4.8M | +8% | 24k | 201.01 |
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| Nike CL B (NKE) | 0.1 | $4.7M | +42% | 74k | 64.01 |
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| Lennar Corp Cl A (LEN) | 0.1 | $4.7M | -28% | 46k | 102.80 |
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| Omeros Corporation (OMER) | 0.1 | $4.5M | 264k | 17.18 |
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|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $4.4M | +8% | 15k | 290.21 |
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| American Express Company (AXP) | 0.1 | $4.2M | 11k | 369.95 |
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| Fiserv (FI) | 0.1 | $4.1M | +1149% | 60k | 67.17 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $3.9M | +6% | 28k | 139.16 |
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| SYSCO Corporation (SYY) | 0.1 | $3.7M | 50k | 73.69 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $3.7M | 31k | 120.18 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $3.7M | +3% | 25k | 148.69 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $3.6M | +283% | 4.8k | 753.73 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $3.4M | +21% | 5.5k | 614.28 |
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| Lowe's Companies (LOW) | 0.1 | $3.4M | 14k | 241.16 |
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| Abbvie (ABBV) | 0.1 | $3.3M | 15k | 228.49 |
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| Advanced Micro Devices (AMD) | 0.1 | $3.1M | -14% | 15k | 214.16 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $3.1M | +36% | 4.9k | 627.12 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $3.1M | +2% | 20k | 154.80 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $3.1M | +19% | 25k | 121.75 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $3.0M | 44k | 67.13 |
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| Boeing Company (BA) | 0.1 | $3.0M | +10% | 14k | 217.12 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $2.9M | -2% | 90k | 32.75 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.9M | 11k | 268.30 |
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| Remitly Global (RELY) | 0.1 | $2.9M | -3% | 208k | 13.80 |
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| Qualcomm (QCOM) | 0.0 | $2.7M | 16k | 171.05 |
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| Deere & Company (DE) | 0.0 | $2.6M | 5.6k | 467.17 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $2.6M | +2% | 6.8k | 386.87 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $2.3M | 19k | 119.75 |
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| Automatic Data Processing (ADP) | 0.0 | $2.1M | 8.3k | 258.97 |
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| Copart (CPRT) | 0.0 | $2.1M | 54k | 39.15 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $2.0M | NEW | 7.1k | 287.85 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $2.0M | +75% | 5.1k | 396.31 |
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| Abbott Laboratories (ABT) | 0.0 | $1.9M | 15k | 125.29 |
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| Jacobs Engineering Group (J) | 0.0 | $1.9M | -6% | 14k | 132.46 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $1.8M | -3% | 36k | 50.75 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $1.8M | +28% | 9.2k | 190.99 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $1.7M | NEW | 4.8k | 360.14 |
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| Blackrock (BLK) | 0.0 | $1.7M | +8% | 1.6k | 1070.42 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $1.6M | 58k | 26.91 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $1.5M | +8% | 21k | 75.44 |
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| Pfizer (PFE) | 0.0 | $1.4M | 58k | 24.90 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $1.4M | -8% | 50k | 28.48 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $1.4M | +124% | 9.9k | 143.97 |
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| Philip Morris International (PM) | 0.0 | $1.4M | -3% | 8.7k | 161.86 |
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| Colgate-Palmolive Company (CL) | 0.0 | $1.4M | -14% | 17k | 79.02 |
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| Emerson Electric (EMR) | 0.0 | $1.4M | 10k | 132.72 |
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| Bristol Myers Squibb (BMY) | 0.0 | $1.3M | +3% | 24k | 53.94 |
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| Paychex (PAYX) | 0.0 | $1.3M | 11k | 112.18 |
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| Micron Technology (MU) | 0.0 | $1.3M | 4.4k | 285.51 |
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| Zoetis Cl A (ZTS) | 0.0 | $1.3M | 10k | 125.82 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.0 | $1.3M | 14k | 89.56 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $1.3M | -2% | 8.7k | 143.52 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $1.2M | +25% | 2.4k | 487.90 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $1.1M | 33k | 32.62 |
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| Beazer Homes Usa Com New (BZH) | 0.0 | $1.1M | 53k | 20.27 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $1.1M | 10k | 102.13 |
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| Wabtec Corporation (WAB) | 0.0 | $1.1M | 5.0k | 213.46 |
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| Rocket Lab Corp (RKLB) | 0.0 | $1.1M | +24% | 15k | 69.76 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $1.0M | NEW | 21k | 48.58 |
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| Intel Corporation (INTC) | 0.0 | $1.0M | 28k | 36.90 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $1.0M | +3% | 10k | 99.88 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $1.0M | +15% | 4.6k | 219.77 |
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| CVS Caremark Corporation (CVS) | 0.0 | $1.0M | 13k | 79.36 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $986k | 41k | 24.04 |
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| Us Bancorp Del Com New (USB) | 0.0 | $956k | 18k | 53.88 |
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| General Motors Company (GM) | 0.0 | $942k | 12k | 81.32 |
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| Verizon Communications (VZ) | 0.0 | $936k | 23k | 40.73 |
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| Dollar General (DG) | 0.0 | $916k | 6.9k | 132.77 |
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| Epam Systems (EPAM) | 0.0 | $905k | 4.4k | 204.88 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $901k | 5.4k | 165.81 |
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| Truist Financial Corp equities (TFC) | 0.0 | $874k | 18k | 49.21 |
|
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $856k | 1.9k | 453.36 |
|
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $841k | +13% | 31k | 27.43 |
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| Ball Corporation (BALL) | 0.0 | $837k | 16k | 52.97 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $823k | +6% | 10k | 81.17 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $810k | +10% | 25k | 33.02 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $755k | -5% | 5.5k | 137.96 |
|
| Altria (MO) | 0.0 | $723k | -18% | 12k | 58.72 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $721k | +198% | 6.0k | 120.96 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $720k | +22% | 2.4k | 304.70 |
|
| RPM International (RPM) | 0.0 | $698k | -2% | 6.7k | 104.00 |
|
| Goldman Sachs (GS) | 0.0 | $679k | 772.00 | 879.21 |
|
|
| F5 Networks (FFIV) | 0.0 | $677k | -2% | 2.7k | 255.26 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $671k | 6.4k | 104.72 |
|
|
| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $658k | 9.3k | 70.98 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $644k | NEW | 4.0k | 161.96 |
|
| Heritage Financial Corporation (HFWA) | 0.0 | $641k | +82% | 27k | 23.65 |
|
| Waste Management (WM) | 0.0 | $609k | +4% | 2.8k | 219.69 |
|
| Ferrari Nv Ord (RACE) | 0.0 | $604k | 1.6k | 369.56 |
|
|
| Aptiv Com Shs (APTV) | 0.0 | $599k | -2% | 7.9k | 76.09 |
|
| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $596k | +4% | 25k | 23.65 |
|
| Iron Mountain (IRM) | 0.0 | $595k | -2% | 7.1k | 83.81 |
|
| Rockwell Automation (ROK) | 0.0 | $568k | NEW | 1.5k | 389.07 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $557k | NEW | 3.0k | 185.05 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $552k | NEW | 8.1k | 68.36 |
|
| Acuity Brands (AYI) | 0.0 | $552k | -4% | 1.5k | 360.06 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $540k | +19% | 13k | 41.32 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $535k | -40% | 4.3k | 123.26 |
|
| Humana (HUM) | 0.0 | $532k | 2.1k | 257.02 |
|
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $527k | 2.4k | 222.63 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $521k | +8% | 2.6k | 198.62 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $506k | NEW | 2.4k | 211.79 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $506k | 11k | 46.59 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $503k | 1.6k | 310.30 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $497k | 6.7k | 74.17 |
|
|
| Williams Companies (WMB) | 0.0 | $491k | +7% | 8.2k | 60.11 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $490k | 21k | 23.37 |
|
|
| Wec Energy Group (WEC) | 0.0 | $485k | -7% | 4.6k | 105.46 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $484k | NEW | 2.7k | 177.37 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $481k | NEW | 3.7k | 131.03 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $477k | 2.6k | 185.61 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $471k | -25% | 4.4k | 107.11 |
|
| 3M Company (MMM) | 0.0 | $464k | +16% | 2.9k | 160.12 |
|
| Glacier Ban (GBCI) | 0.0 | $462k | NEW | 11k | 44.05 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $447k | NEW | 3.8k | 117.73 |
|
| AFLAC Incorporated (AFL) | 0.0 | $444k | +6% | 4.0k | 110.27 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $440k | NEW | 4.1k | 106.70 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.0 | $438k | 12k | 38.03 |
|
|
| Nerdwallet Com Cl A (NRDS) | 0.0 | $437k | -19% | 32k | 13.55 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $436k | +10% | 902.00 | 483.67 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $391k | +2% | 4.4k | 88.49 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $391k | NEW | 813.00 | 481.42 |
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.0 | $390k | 5.3k | 73.28 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $388k | NEW | 827.00 | 468.76 |
|
| Enterprise Products Partners (EPD) | 0.0 | $375k | 12k | 32.06 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $371k | 1.8k | 209.09 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $370k | 9.4k | 39.45 |
|
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.0 | $360k | 7.4k | 48.41 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $360k | 1.0k | 342.97 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $360k | +9% | 5.5k | 65.10 |
|
| General Dynamics Corporation (GD) | 0.0 | $355k | 1.1k | 336.66 |
|
|
| AutoZone (AZO) | 0.0 | $349k | -8% | 103.00 | 3391.50 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $349k | 612.00 | 570.21 |
|
|
| Proshares Tr Ultrpro S&p500 (UPRO) | 0.0 | $347k | NEW | 3.0k | 115.76 |
|
| Air Products & Chemicals (APD) | 0.0 | $347k | +6% | 1.4k | 247.02 |
|
| Spdr Series Trust State Street Spd (SPYD) | 0.0 | $342k | 7.9k | 43.25 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $334k | +7% | 3.7k | 89.46 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $334k | NEW | 1.6k | 214.69 |
|
| Digital Realty Trust (DLR) | 0.0 | $333k | 2.1k | 155.72 |
|
|
| AmerisourceBergen (COR) | 0.0 | $320k | 948.00 | 337.75 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $319k | 3.1k | 101.98 |
|
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $318k | -2% | 13k | 23.69 |
|
| Ge Vernova (GEV) | 0.0 | $316k | NEW | 484.00 | 653.57 |
|
| Kinder Morgan (KMI) | 0.0 | $316k | -7% | 12k | 27.49 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $316k | +76% | 7.1k | 44.71 |
|
| Spdr Series Trust State Street Spd (XNTK) | 0.0 | $314k | 1.1k | 277.88 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $302k | NEW | 4.5k | 67.22 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $301k | -11% | 5.2k | 57.47 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $299k | -4% | 12k | 24.37 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $298k | -3% | 11k | 26.23 |
|
| General Mills (GIS) | 0.0 | $285k | -3% | 6.1k | 46.50 |
|
| Trane Technologies SHS (TT) | 0.0 | $280k | -7% | 720.00 | 389.20 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $280k | +10% | 3.0k | 94.16 |
|
| Shell Spon Ads (SHEL) | 0.0 | $278k | NEW | 3.8k | 73.48 |
|
| American Electric Power Company (AEP) | 0.0 | $275k | NEW | 2.4k | 115.33 |
|
| Spdr Series Trust State Street Spd (SPIB) | 0.0 | $269k | NEW | 7.9k | 33.81 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $265k | +14% | 2.4k | 109.92 |
|
| Yum! Brands (YUM) | 0.0 | $260k | NEW | 1.7k | 151.28 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.0 | $259k | 5.2k | 49.84 |
|
|
| Banner Corp Com New (BANR) | 0.0 | $257k | 4.1k | 62.66 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $255k | +3% | 1.1k | 242.91 |
|
| Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.0 | $253k | +11% | 4.8k | 52.43 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $250k | NEW | 3.9k | 64.42 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $248k | NEW | 2.0k | 125.92 |
|
| Timberland Ban (TSBK) | 0.0 | $246k | 6.9k | 35.80 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $245k | 4.2k | 58.38 |
|
|
| eBay (EBAY) | 0.0 | $242k | 2.8k | 87.10 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $238k | NEW | 4.4k | 54.78 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $238k | 353.00 | 673.82 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $238k | 5.2k | 45.89 |
|
|
| Amentum Holdings (AMTM) | 0.0 | $237k | -9% | 8.2k | 29.00 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $234k | 1.7k | 137.87 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $233k | 1.3k | 178.59 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $228k | NEW | 7.7k | 29.61 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $226k | NEW | 211.00 | 1069.86 |
|
| Cme (CME) | 0.0 | $225k | 823.00 | 273.08 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $224k | NEW | 744.00 | 301.15 |
|
| Southern Company (SO) | 0.0 | $221k | 2.5k | 87.20 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $215k | +5% | 2.2k | 99.91 |
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $213k | NEW | 7.6k | 28.00 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $210k | NEW | 1.3k | 162.63 |
|
| Norfolk Southern (NSC) | 0.0 | $209k | 725.00 | 288.72 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $209k | NEW | 4.3k | 48.32 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $209k | -3% | 4.1k | 50.46 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $209k | NEW | 2.5k | 83.61 |
|
| Pulte (PHM) | 0.0 | $206k | NEW | 1.8k | 117.52 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.0 | $201k | NEW | 2.7k | 75.77 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $200k | NEW | 2.5k | 80.63 |
|
| Riverview Ban (RVSB) | 0.0 | $113k | 23k | 5.02 |
|
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $98k | NEW | 10k | 9.53 |
|
| Nautilus Biotechnology (NAUT) | 0.0 | $59k | 30k | 1.95 |
|
|
| Oncolytics Biotech Com New (ONCY) | 0.0 | $35k | 40k | 0.87 |
|
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $34k | 12k | 2.84 |
|
Past Filings by Badgley Phelps Wealth Managers
SEC 13F filings are viewable for Badgley Phelps Wealth Managers going back to 2021
- Badgley Phelps Wealth Managers 2025 Q4 filed Jan. 28, 2026
- Badgley Phelps Wealth Managers 2025 Q3 filed Nov. 4, 2025
- Badgley Phelps Wealth Managers 2025 Q2 filed July 16, 2025
- Badgley Phelps Wealth Managers 2025 Q1 filed April 30, 2025
- Badgley Phelps Wealth Managers 2024 Q4 filed Feb. 11, 2025
- Badgley Phelps Wealth Managers 2024 Q3 filed Oct. 18, 2024
- Badgley Phelps Wealth Managers 2024 Q1 filed May 15, 2024
- Badgley Phelps Wealth Managers 2023 Q4 filed Feb. 14, 2024
- Badgley Phelps Wealth Managers 2023 Q3 filed Nov. 2, 2023
- Badgley Phelps Wealth Managers 2023 Q2 filed Aug. 15, 2023
- Badgley Phelps Wealth Managers 2023 Q1 filed April 28, 2023
- Badgley Phelps Wealth Managers 2022 Q4 filed Jan. 27, 2023
- Badgley Phelps Wealth Managers 2022 Q3 filed Nov. 9, 2022
- Badgley Phelps Wealth Managers 2022 Q2 filed Aug. 1, 2022
- Badgley Phelps Wealth Managers 2022 Q1 filed May 9, 2022
- Badgley Phelps Wealth Managers 2021 Q4 filed Feb. 8, 2022