Badgley Phelps Wealth Managers, LLC 13F Holdings · Q2 2026
Badgley Phelps Wealth Managers, LLC reported 333 securities worth $5.71B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (4.76%), AAPL (4.37%), MSFT (4.23%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $271.7M | 4.76% | 1.4M | Added |
| 2 | AAPL | APPLE INC | $249.3M | 4.37% | 861,390 | Added |
| 3 | MSFT | MICROSOFT CORP | $241.4M | 4.23% | 647,049 | Added |
| 4 | EFA | ISHARES TR | $239.7M | 4.20% | 2.3M | Added |
| 5 | VB | VANGUARD INDEX FDS | $198.0M | 3.47% | 653,239 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $153.8M | 2.69% | 645,446 | Added |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $151.5M | 2.65% | 2.5M | Added |
| 8 | IJH | ISHARES TR | $140.5M | 2.46% | 1.8M | Added |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $135.7M | 2.38% | 1.9M | Added |
| 10 | GOOG | ALPHABET INC | $115.7M | 2.03% | 327,319 | Added |
| 11 | GOOGL | ALPHABET INC | $111.2M | 1.95% | 311,229 | Trimmed |
| 12 | LLY | ELI LILLY & CO | $111.1M | 1.95% | 92,643 | Trimmed |
| 13 | IWO | ISHARES TR | $90.0M | 1.58% | 228,374 | Added |
| 14 | JPM | JPMORGAN CHASE & CO | $89.9M | 1.57% | 274,631 | Trimmed |
| 15 | LRCX | LAM RESEARCH CORP | $89.2M | 1.56% | 205,801 | Trimmed |
| 16 | IWN | ISHARES TR | $88.0M | 1.54% | 397,941 | Added |
| 17 | VGIT | VANGUARD SCOTTSDALE FDS | $87.9M | 1.54% | 1.5M | Added |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $84.8M | 1.48% | 90,596 | Added |
| 19 | AVGO | BROADCOM INC | $78.0M | 1.37% | 206,427 | Added |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL | $76.5M | 1.34% | 152,894 | Trimmed |
| 21 | V | VISA INC | $69.6M | 1.22% | 202,780 | Added |
| 22 | META | META PLATFORMS INC | $68.6M | 1.20% | 121,778 | Trimmed |
| 23 | CAT | CATERPILLAR INC | $67.6M | 1.18% | 63,457 | Added |
| 24 | PANW | PALO ALTO NETWORKS INC | $64.1M | 1.12% | 187,888 | Added |
| 25 | IWD | ISHARES TR | $63.0M | 1.10% | 259,924 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR