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, NVDA, EFA, AAPL, VB, and represent 23.21% of Badgley Phelps Wealth Managers's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$14M), ISRG (+$9.0M), APH (+$6.8M), IBM (+$5.5M), SPGI (+$5.2M), GWRE (+$5.0M), TXN, VB, IJH, NVDA.
- Started 8 new stock positions in APH, PLTR, NVS, EEM, NSC, AOA, GWRE, APP.
- Reduced shares in these 10 stocks: MSFT (-$22M), EQIX (-$11M), PEP (-$9.7M), FI (-$7.5M), CMG (-$6.9M), ADBE (-$5.6M), AAPL (-$5.4M), REGN, COST, TSLA.
- Sold out of its positions in T, BDX, EXG, IEF, PSA, WAFD, ZG, Z.
- Badgley Phelps Wealth Managers was a net seller of stock by $-31M.
- Badgley Phelps Wealth Managers has $4.8B in assets under management (AUM), dropping by 5.28%.
- Central Index Key (CIK): 0001895362
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Portfolio Holdings for Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers holds 296 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.6 | $315M | -6% | 609k | 517.95 |
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| NVIDIA Corporation (NVDA) | 5.0 | $238M | 1.3M | 186.59 |
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| Ishares Tr Msci Eafe Etf (EFA) | 4.3 | $204M | 2.2M | 93.37 |
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| Apple (AAPL) | 4.2 | $202M | -2% | 792k | 254.63 |
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| Vanguard Index Fds Small Cp Etf (VB) | 3.0 | $144M | 564k | 255.03 |
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| Amazon (AMZN) | 2.8 | $133M | 605k | 219.57 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.4 | $113M | 2.1M | 54.18 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.4 | $112M | 1.7M | 65.26 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.3 | $108M | 1.8M | 59.92 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $93M | 296k | 315.43 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.9 | $91M | 1.5M | 60.03 |
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| Costco Wholesale Corporation (COST) | 1.7 | $82M | -3% | 89k | 925.63 |
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| Meta Platforms Cl A (META) | 1.7 | $81M | 111k | 734.38 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $74M | 304k | 243.55 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $71M | 142k | 502.74 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $69M | 286k | 243.10 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 1.5 | $69M | 217k | 320.04 |
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| Visa Com Cl A (V) | 1.4 | $68M | 200k | 341.38 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 1.4 | $66M | 375k | 176.81 |
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| Eli Lilly & Co. (LLY) | 1.3 | $64M | 84k | 763.00 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 1.3 | $64M | 661k | 96.55 |
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| Broadcom (AVGO) | 1.2 | $58M | +30% | 177k | 329.91 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 1.1 | $53M | 673k | 78.34 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.1 | $52M | 111k | 468.41 |
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| Vanguard Index Fds Large Cap Etf (VV) | 1.1 | $51M | 167k | 308.67 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 1.0 | $50M | 244k | 203.59 |
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| Morgan Stanley Com New (MS) | 1.0 | $46M | 290k | 158.96 |
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| Servicenow (NOW) | 1.0 | $46M | 50k | 920.28 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.9 | $42M | -2% | 537k | 78.09 |
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| Wal-Mart Stores (WMT) | 0.9 | $41M | 402k | 103.06 |
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| Columbia Sportswear Company (COLM) | 0.8 | $40M | 769k | 52.30 |
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| Oracle Corporation (ORCL) | 0.8 | $36M | -2% | 128k | 281.24 |
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| Bank of America Corporation (BAC) | 0.7 | $36M | 691k | 51.59 |
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| Booking Holdings (BKNG) | 0.7 | $35M | 6.5k | 5399.04 |
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| Palo Alto Networks (PANW) | 0.7 | $34M | 169k | 203.62 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.7 | $34M | 237k | 142.41 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.7 | $33M | 175k | 189.70 |
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| Caterpillar (CAT) | 0.7 | $33M | 69k | 477.15 |
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| Procter & Gamble Company (PG) | 0.7 | $33M | 212k | 153.65 |
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| Linde SHS (LIN) | 0.7 | $32M | 68k | 475.00 |
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| Cisco Systems (CSCO) | 0.7 | $32M | 469k | 68.42 |
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| Home Depot (HD) | 0.6 | $30M | 75k | 405.19 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.6 | $30M | -2% | 353k | 84.11 |
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| Lam Research Corp Com New (LRCX) | 0.6 | $28M | -4% | 208k | 134.16 |
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| salesforce (CRM) | 0.6 | $28M | -3% | 116k | 237.36 |
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| Marsh & McLennan Companies (MMC) | 0.6 | $27M | 132k | 201.53 |
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| Tesla Motors (TSLA) | 0.6 | $26M | -5% | 59k | 444.72 |
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| Parker-Hannifin Corporation (PH) | 0.5 | $26M | 34k | 758.15 |
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| Valero Energy Corporation (VLO) | 0.5 | $25M | 149k | 170.26 |
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| NiSource (NI) | 0.5 | $25M | 573k | 43.30 |
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| Prologis (PLD) | 0.5 | $24M | 211k | 114.52 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.5 | $24M | 168k | 139.67 |
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| McKesson Corporation (MCK) | 0.5 | $23M | 30k | 773.35 |
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| Johnson & Johnson (JNJ) | 0.5 | $23M | 125k | 185.42 |
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| Union Pacific Corporation (UNP) | 0.5 | $23M | 98k | 236.37 |
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| Coca-Cola Company (KO) | 0.5 | $22M | 326k | 66.80 |
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| O'reilly Automotive (ORLY) | 0.5 | $22M | 202k | 107.81 |
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| Medtronic SHS (MDT) | 0.5 | $22M | 225k | 95.95 |
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| Chubb (CB) | 0.4 | $21M | 75k | 283.21 |
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| Kkr & Co (KKR) | 0.4 | $21M | 158k | 129.95 |
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| Mondelez Intl Cl A (MDLZ) | 0.4 | $20M | 325k | 62.94 |
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| Ge Aerospace Com New (GE) | 0.4 | $20M | +6% | 68k | 301.18 |
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| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.4 | $20M | +3% | 274k | 73.54 |
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| Chevron Corporation (CVX) | 0.4 | $20M | -2% | 127k | 155.29 |
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| EOG Resources (EOG) | 0.4 | $20M | 175k | 112.12 |
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| Honeywell International (HON) | 0.4 | $19M | 92k | 210.50 |
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| Danaher Corporation (DHR) | 0.4 | $19M | 97k | 198.58 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $19M | 52k | 365.48 |
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| United Rentals (URI) | 0.4 | $18M | +3% | 19k | 954.66 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $18M | -6% | 37k | 485.45 |
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| Netflix (NFLX) | 0.4 | $18M | +5% | 15k | 1198.88 |
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| McDonald's Corporation (MCD) | 0.4 | $17M | 56k | 303.89 |
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| Stryker Corporation (SYK) | 0.4 | $17M | 45k | 370.51 |
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| Applied Materials (AMAT) | 0.4 | $17M | 82k | 204.74 |
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| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.4 | $17M | 471k | 35.44 |
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| L3harris Technologies (LHX) | 0.4 | $17M | +2% | 55k | 305.41 |
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| Nextera Energy (NEE) | 0.3 | $17M | 219k | 75.49 |
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| Eaton Corp SHS (ETN) | 0.3 | $16M | 44k | 374.25 |
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| Ecolab (ECL) | 0.3 | $16M | 59k | 274.52 |
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| Walt Disney Company (DIS) | 0.3 | $16M | 140k | 114.50 |
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| Sherwin-Williams Company (SHW) | 0.3 | $16M | 45k | 346.26 |
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| Paccar (PCAR) | 0.3 | $15M | 157k | 98.32 |
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| TJX Companies (TJX) | 0.3 | $15M | 106k | 144.54 |
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| CoStar (CSGP) | 0.3 | $15M | 175k | 84.37 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $15M | 205k | 71.37 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $14M | 42k | 329.03 |
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| J P Morgan Exchange Traded F Betabuilders Dev (BBAX) | 0.3 | $14M | 243k | 56.34 |
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| Gilead Sciences (GILD) | 0.3 | $14M | 122k | 111.00 |
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| International Business Machines (IBM) | 0.3 | $14M | +68% | 48k | 282.16 |
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| Synopsys (SNPS) | 0.3 | $13M | 26k | 493.39 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $13M | 19k | 668.01 |
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| American Tower Reit (AMT) | 0.3 | $13M | 65k | 194.02 |
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| Trimble Navigation (TRMB) | 0.3 | $12M | +11% | 151k | 81.65 |
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| Cintas Corporation (CTAS) | 0.3 | $12M | 60k | 205.26 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $12M | +3% | 106k | 112.75 |
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| Metropcs Communications (TMUS) | 0.2 | $12M | +2% | 48k | 239.38 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.2 | $12M | +4% | 107k | 107.44 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $11M | +55% | 62k | 183.73 |
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| Vertiv Holdings Com Cl A (VRT) | 0.2 | $11M | +7% | 75k | 150.86 |
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| United Parcel Service CL B (UPS) | 0.2 | $11M | 132k | 83.53 |
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| Merck & Co (MRK) | 0.2 | $11M | -6% | 126k | 84.74 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $11M | -34% | 30k | 352.75 |
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| Marvell Technology (MRVL) | 0.2 | $11M | -3% | 126k | 84.07 |
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| Boston Scientific Corporation (BSX) | 0.2 | $10M | 107k | 97.63 |
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| Public Service Enterprise (PEG) | 0.2 | $10M | 121k | 83.46 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.2 | $10M | 150k | 67.07 |
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| Uber Technologies (UBER) | 0.2 | $9.9M | +3% | 101k | 97.97 |
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| Crown Holdings (CCK) | 0.2 | $9.7M | 100k | 96.59 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $9.3M | +3082% | 21k | 447.23 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.2 | $9.0M | +4% | 120k | 75.10 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $8.9M | 37k | 241.96 |
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| MetLife (MET) | 0.2 | $8.9M | 108k | 82.37 |
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| Cigna Corp (CI) | 0.2 | $8.3M | +10% | 29k | 288.25 |
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| Lennar Corp Cl A (LEN) | 0.2 | $8.1M | +2% | 64k | 126.04 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $7.2M | 11k | 669.32 |
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| Pepsi (PEP) | 0.2 | $7.2M | -57% | 51k | 140.44 |
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| Amphenol Corp Cl A (APH) | 0.1 | $6.8M | NEW | 55k | 123.75 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $6.8M | -10% | 9.00 | 754200.00 |
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| SYNNEX Corporation (SNX) | 0.1 | $6.4M | +8% | 39k | 163.75 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $6.1M | +2% | 10k | 597.63 |
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| Equinix (EQIX) | 0.1 | $5.9M | -65% | 7.6k | 783.24 |
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| Spdr Series Trust Portfolio Short (SPSB) | 0.1 | $5.5M | +3% | 182k | 30.29 |
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| S&p Global (SPGI) | 0.1 | $5.4M | +2575% | 11k | 486.71 |
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| Guidewire Software (GWRE) | 0.1 | $5.0M | NEW | 22k | 229.86 |
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| Starbucks Corporation (SBUX) | 0.1 | $4.7M | 55k | 84.60 |
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| Amgen (AMGN) | 0.1 | $4.4M | 16k | 282.20 |
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| UnitedHealth (UNH) | 0.1 | $4.4M | -23% | 13k | 345.30 |
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| SYSCO Corporation (SYY) | 0.1 | $4.1M | -3% | 50k | 82.34 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $4.1M | 14k | 294.77 |
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| American Express Company (AXP) | 0.1 | $3.8M | 11k | 332.16 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.1 | $3.7M | 27k | 140.05 |
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| Nike CL B (NKE) | 0.1 | $3.6M | 52k | 70.06 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $3.6M | 30k | 118.83 |
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| Remitly Global (RELY) | 0.1 | $3.5M | 216k | 16.30 |
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| Lowe's Companies (LOW) | 0.1 | $3.5M | 14k | 251.31 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $3.5M | -4% | 24k | 145.65 |
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| Abbvie (ABBV) | 0.1 | $3.4M | 15k | 231.54 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $3.1M | -5% | 92k | 33.37 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $2.9M | 45k | 65.01 |
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| Advanced Micro Devices (AMD) | 0.1 | $2.8M | +2% | 17k | 161.79 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.7M | 4.6k | 601.03 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $2.7M | 20k | 139.17 |
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| Boeing Company (BA) | 0.1 | $2.7M | 12k | 215.83 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.7M | -14% | 11k | 246.59 |
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| Deere & Company (DE) | 0.1 | $2.6M | 5.7k | 458.88 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $2.6M | +2% | 16k | 167.33 |
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| Qualcomm (QCOM) | 0.1 | $2.6M | 15k | 166.36 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $2.5M | 21k | 120.50 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $2.5M | +2% | 6.6k | 378.96 |
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| Copart (CPRT) | 0.1 | $2.5M | 55k | 44.97 |
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| Automatic Data Processing (ADP) | 0.1 | $2.4M | 8.2k | 295.04 |
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| Jacobs Engineering Group (J) | 0.0 | $2.3M | -33% | 15k | 149.86 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $2.2M | +2% | 3.6k | 614.11 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $2.2M | -5% | 24k | 89.37 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $2.1M | 19k | 110.35 |
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| Abbott Laboratories (ABT) | 0.0 | $2.1M | 15k | 133.94 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $1.9M | -37% | 38k | 50.73 |
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| Blackrock (BLK) | 0.0 | $1.7M | 1.4k | 1166.19 |
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| Colgate-Palmolive Company (CL) | 0.0 | $1.6M | 20k | 79.94 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $1.5M | 59k | 26.34 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $1.5M | 55k | 27.90 |
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| Zoetis Cl A (ZTS) | 0.0 | $1.5M | -17% | 10k | 146.32 |
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| Pfizer (PFE) | 0.0 | $1.5M | -2% | 58k | 25.48 |
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| Philip Morris International (PM) | 0.0 | $1.5M | 9.0k | 162.19 |
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| Paychex (PAYX) | 0.0 | $1.5M | 11k | 126.76 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $1.4M | 19k | 73.46 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $1.4M | 2.4k | 568.88 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $1.3M | -9% | 7.2k | 187.43 |
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| Emerson Electric (EMR) | 0.0 | $1.3M | 10k | 131.17 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $1.3M | 11k | 125.58 |
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| Beazer Homes Usa Com New (BZH) | 0.0 | $1.3M | 53k | 24.55 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $1.3M | +2% | 8.9k | 140.95 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.0 | $1.2M | NEW | 14k | 88.14 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $1.2M | 4.4k | 281.87 |
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| Omeros Corporation (OMER) | 0.0 | $1.1M | +117% | 264k | 4.10 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $1.1M | 33k | 31.91 |
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| Bristol Myers Squibb (BMY) | 0.0 | $1.0M | 23k | 45.10 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.0M | 2.9k | 355.47 |
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| Verizon Communications (VZ) | 0.0 | $1.0M | 23k | 43.95 |
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| Altria (MO) | 0.0 | $1.0M | 15k | 67.14 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $1.0M | -87% | 26k | 39.19 |
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| Wabtec Corporation (WAB) | 0.0 | $997k | 5.0k | 200.47 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $993k | 9.9k | 100.25 |
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| CVS Caremark Corporation (CVS) | 0.0 | $953k | 13k | 75.39 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $948k | 41k | 23.28 |
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| Intel Corporation (INTC) | 0.0 | $934k | 28k | 33.55 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $932k | 1.2k | 746.57 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $909k | -18% | 1.9k | 480.17 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $883k | 5.4k | 162.48 |
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| F5 Networks (FFIV) | 0.0 | $882k | 2.7k | 323.19 |
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| Us Bancorp Del Com New (USB) | 0.0 | $879k | -6% | 18k | 48.85 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $878k | -11% | 7.3k | 120.72 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $857k | 4.0k | 216.63 |
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| RPM International (RPM) | 0.0 | $815k | -2% | 6.9k | 117.88 |
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| Truist Financial Corp equities (TFC) | 0.0 | $812k | 18k | 45.72 |
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| Ferrari Nv Ord (RACE) | 0.0 | $802k | 1.7k | 485.22 |
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| Ball Corporation (BALL) | 0.0 | $796k | -2% | 16k | 50.42 |
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| Constellation Brands Cl A (STZ) | 0.0 | $779k | 5.8k | 134.67 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $762k | 8.0k | 95.47 |
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| Micron Technology (MU) | 0.0 | $745k | -8% | 4.5k | 167.31 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $739k | 1.9k | 391.64 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $739k | 27k | 27.30 |
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| Iron Mountain (IRM) | 0.0 | $739k | 7.2k | 101.94 |
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| General Motors Company (GM) | 0.0 | $716k | 12k | 60.97 |
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| Dollar General (DG) | 0.0 | $713k | 6.9k | 103.35 |
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| Aptiv Com Shs (APTV) | 0.0 | $692k | 8.0k | 86.22 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $692k | +2% | 9.5k | 72.77 |
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| Epam Systems (EPAM) | 0.0 | $666k | 4.4k | 150.79 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $658k | 22k | 29.62 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $632k | 9.3k | 68.12 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $626k | +2% | 5.9k | 106.49 |
|
| Fiserv (FI) | 0.0 | $623k | -92% | 4.8k | 128.93 |
|
| Goldman Sachs (GS) | 0.0 | $616k | +2% | 773.00 | 796.54 |
|
| Rocket Lab Corp (RKLB) | 0.0 | $585k | 12k | 47.91 |
|
|
| Waste Management (WM) | 0.0 | $584k | 2.6k | 220.84 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $577k | 4.8k | 119.51 |
|
|
| Wec Energy Group (WEC) | 0.0 | $569k | -3% | 5.0k | 114.59 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $565k | 6.4k | 88.12 |
|
|
| Acuity Brands (AYI) | 0.0 | $551k | 1.6k | 344.41 |
|
|
| Humana (HUM) | 0.0 | $540k | 2.1k | 261.06 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $538k | -4% | 1.9k | 280.12 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $533k | 2.4k | 225.41 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $520k | 11k | 47.49 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $490k | 21k | 23.47 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $486k | 6.7k | 72.44 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $485k | -3% | 11k | 44.69 |
|
| Williams Companies (WMB) | 0.0 | $483k | 7.6k | 63.35 |
|
|
| AutoZone (AZO) | 0.0 | $482k | 112.00 | 4299.45 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $469k | -2% | 2.4k | 194.50 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $460k | 2.6k | 178.14 |
|
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.0 | $435k | 12k | 37.77 |
|
|
| Nerdwallet Com Cl A (NRDS) | 0.0 | $433k | -16% | 40k | 10.76 |
|
| AFLAC Incorporated (AFL) | 0.0 | $424k | 3.8k | 111.70 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $422k | -2% | 1.6k | 260.47 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $408k | -92% | 725.00 | 562.27 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $407k | -6% | 816.00 | 499.21 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $394k | -2% | 4.3k | 91.42 |
|
| 3M Company (MMM) | 0.0 | $385k | 2.5k | 155.18 |
|
|
| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $378k | 24k | 15.70 |
|
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.0 | $377k | 5.3k | 70.97 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $374k | 613.00 | 609.32 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $372k | 1.8k | 209.31 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $369k | -7% | 2.1k | 172.88 |
|
| Enterprise Products Partners (EPD) | 0.0 | $366k | 12k | 31.27 |
|
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.0 | $360k | 7.4k | 48.42 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $359k | 1.1k | 341.00 |
|
|
| Heritage Financial Corporation (HFWA) | 0.0 | $359k | -2% | 15k | 24.19 |
|
| Air Products & Chemicals (APD) | 0.0 | $358k | 1.3k | 272.72 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $358k | 4.0k | 89.34 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $355k | NEW | 1.9k | 182.42 |
|
| Kinder Morgan (KMI) | 0.0 | $352k | +6% | 12k | 28.31 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $349k | 1.0k | 332.84 |
|
|
| Spdr Series Trust Prtflo S&p500 Hi (SPYD) | 0.0 | $348k | 7.9k | 44.00 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $343k | -6% | 9.4k | 36.55 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $341k | -15% | 14k | 24.79 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $339k | -31% | 5.9k | 57.10 |
|
| Trane Technologies SHS (TT) | 0.0 | $329k | 780.00 | 421.96 |
|
|
| General Mills (GIS) | 0.0 | $319k | 6.3k | 50.42 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $314k | 13k | 24.40 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $312k | 3.1k | 99.53 |
|
|
| Spdr Series Trust Nyse Tech Etf (XNTK) | 0.0 | $308k | 1.1k | 272.23 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $304k | 3.5k | 87.31 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $303k | -4% | 12k | 25.71 |
|
| AmerisourceBergen (COR) | 0.0 | $296k | 948.00 | 312.53 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $295k | 5.0k | 58.72 |
|
|
| Kroger (KR) | 0.0 | $280k | 4.2k | 67.41 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $278k | 4.1k | 67.06 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $276k | +12% | 8.8k | 31.42 |
|
| Manhattan Associates (MANH) | 0.0 | $274k | -6% | 1.3k | 204.98 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $271k | +26% | 1.0k | 267.21 |
|
| Banner Corp Com New (BANR) | 0.0 | $269k | 4.1k | 65.50 |
|
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.0 | $259k | 5.2k | 50.00 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $257k | 2.7k | 95.14 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $255k | 1.3k | 195.45 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $254k | NEW | 353.00 | 718.54 |
|
| eBay (EBAY) | 0.0 | $250k | 2.8k | 90.95 |
|
|
| Southern Company (SO) | 0.0 | $240k | -2% | 2.5k | 94.77 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $237k | 2.0k | 118.44 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $235k | -22% | 2.1k | 111.21 |
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $235k | 5.2k | 45.42 |
|
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $234k | 4.5k | 52.30 |
|
|
| Clorox Company (CLX) | 0.0 | $233k | 1.9k | 123.30 |
|
|
| Timberland Ban (TSBK) | 0.0 | $229k | 6.9k | 33.28 |
|
|
| Cme (CME) | 0.0 | $221k | 818.00 | 270.19 |
|
|
| Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.0 | $220k | 4.3k | 50.95 |
|
|
| Norfolk Southern (NSC) | 0.0 | $218k | NEW | 725.00 | 300.41 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $217k | NEW | 1.7k | 128.24 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $217k | -15% | 2.0k | 106.73 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $217k | 4.3k | 50.59 |
|
|
| Amentum Holdings (AMTM) | 0.0 | $215k | -30% | 9.0k | 23.95 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $205k | NEW | 3.8k | 53.40 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $204k | -11% | 3.7k | 55.49 |
|
| Riverview Ban (RVSB) | 0.0 | $121k | -4% | 23k | 5.37 |
|
| Oncolytics Biotech Com New (ONCY) | 0.0 | $56k | 40k | 1.40 |
|
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $32k | 12k | 2.63 |
|
|
| Nautilus Biotechnology (NAUT) | 0.0 | $25k | 30k | 0.84 |
|
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 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
- Badgley Phelps Wealth Managers 2021 Q3 filed Nov. 29, 2021