Badgley Phelps Wealth Managers, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1895362
Institutional-grade research for retail investors
13F Reported Value
ⓘ$5.0B
Holdings
328
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Badgley Phelps Wealth Managers, LLC disclosed 328 positions worth $5.0B in its Form 13F-HR for Q1 2026, led by $MSFT (MICROSOFT CORP) at 4.7% of the equity portfolio, followed by $NVDA. During the quarter the fund opened 17 new positions and exited 14 — including a new stake in $KRMN and a full exit from $SOLS. The portfolio is most concentrated in Other (32.4% of disclosed assets). All figures are sourced directly from Badgley Phelps Wealth Managers, LLC’s Form 13F-HR filing with the SEC under CIK 1895362.
AI Fund Analysis
Diversifying
$MSFT4.7% weight
Held 9 quarters
$NVDA4.7% weight
Held 9 quarters
ISHARES TR
4.4% weight
Held 9 quarters
$AAPL4.3% weight
Held 9 quarters
VANGUARD INDEX FDS
3.5% weight
Held 9 quarters
ISHARES TR
8 quarters accumulating
$AVGO8 quarters accumulating
ISHARES TR
8 quarters accumulating
$NI8 quarters accumulating
ISHARES TR
8 quarters accumulating
Sector Allocation
OtherTechnologyConsumer DiscretionaryFinancialsIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 83.7#15
Quality
$238.2M643,356 sh - 90.2#1
Quality
$236.6M1,356,572 sh ISHARES TR
—Quality
$219.4M2,258,978 sh- 76.1
Quality
$217.1M855,552 sh VANGUARD INDEX FDS
—Quality
$176.4M673,535 shVANGUARD INTL EQUITY INDEX F
—Quality
$134.4M2,485,963 sh- 74.6
Quality
$133.8M642,571 sh ISHARES TR
—Quality
$121.4M1,797,937 shVANGUARD TAX-MANAGED FDS
—Quality
$117.9M1,839,884 sh- 80.2
Quality
$91.7M318,816 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| MICROSOFT CORP$MSFT | 83.7#15 | $238.2M | 643,356 |
| NVIDIA CORP$NVDA | 90.2#1 | $236.6M | 1,356,572 |
| ISHARES TR | — | $219.4M | 2,258,978 |
| Apple Inc.$AAPL | 76.1 | $217.1M | 855,552 |
| VANGUARD INDEX FDS | — | $176.4M | 673,535 |
| VANGUARD INTL EQUITY INDEX F | — | $134.4M | 2,485,963 |
 AMAZON COM INC$AMZN | 74.6 | $133.8M | 642,571 |
| ISHARES TR | — | $121.4M | 1,797,937 |
| VANGUARD TAX-MANAGED FDS | — | $117.9M | 1,839,884 |
 Alphabet Inc.$GOOG | 80.2 | $91.7M | 318,816 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Badgley Phelps Wealth Managers, LLC's 328 positions.
Showing top 10 of 328 holdings.
Sector Allocation
Other
$1.6B
Technology
$1.4B
Consumer Discretionary
$467.3M
Financials
$459.6M
Industrials
$359.2M
Healthcare
$260.9M
Consumer Staples
$122.7M
Energy
$113.4M
Full Holdings — Badgley Phelps Wealth Managers, LLC (Q1 2026)
All 328 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MSFT | MICROSOFT CORP | $238.2M | 4.7% | -6% | 83.7 |
| 2 | $NVDA | NVIDIA CORP | $236.6M | 4.7% | -2% | 90.2 |
| 3 | — | ISHARES TR | $219.4M | 4.4% | -0% | — |
| 4 | $AAPL | Apple Inc. | $217.1M | 4.3% | -13% | 76.1 |
| 5 | — | VANGUARD INDEX FDS | $176.4M | 3.5% | -12% | — |
| 6 | — | VANGUARD INTL EQUITY INDEX F | $134.4M | 2.7% | +3% | — |
| 7 | $AMZN | AMAZON COM INC | $133.8M | 2.7% | -4% | 74.6 |
| 8 | — | ISHARES TR | $121.4M | 2.4% | +1% | — |
| 9 | — | VANGUARD TAX-MANAGED FDS | $117.9M | 2.4% | +1% | — |
| 10 | $GOOG | Alphabet Inc. | $91.7M | 1.8% | -12% | 80.2 |
| 11 |  $GOOGL | Alphabet Inc. | $91.3M | 1.8% | -3% | 80.2 |
| 12 |  $COST | COSTCO WHOLESALE CORP /NEW | $88.1M | 1.8% | -3% | 67 |
| 13 | — | VANGUARD SCOTTSDALE FDS | $87.1M | 1.7% | +0% | — |
| 14 |  $LLY | ELI LILLY & Co | $85.9M | 1.7% | -10% | 89.3 |
| 15 |  $JPM | JPMORGAN CHASE & CO | $81.1M | 1.6% | -14% | 35.6 |
| 16 | — | ISHARES TR | $74.0M | 1.5% | +1% | — |
| 17 |  $BRK.B | BERKSHIRE HATHAWAY INC | $73.7M | 1.5% | +3% | 64.5 |
| 18 | — | ISHARES TR | $70.3M | 1.4% | +1% | — |
| 19 |  $META | Meta Platforms, Inc. | $69.8M | 1.4% | -7% | 80.9 |
| 20 | — | ISHARES TR | $67.1M | 1.3% | +1% | — |
| 21 | $AVGO | Broadcom Inc. | $63.0M | 1.3% | +9% | 86.4 |
| 22 |  $V | VISA INC. | $60.6M | 1.2% | -1% | 83.5 |
| 23 | — | ISHARES TR | $53.7M | 1.1% | -12% | — |
| 24 | — | ISHARES TR | $50.2M | 1.0% | -2% | — |
| 25 | — | SPDR SERIES TRUST | $49.0M | 1.0% | -1% | — |
| 26 |  $WMT | Walmart Inc. | $48.9M | 1.0% | -4% | 63.2 |
| 27 | — | VANGUARD INDEX FDS | $47.8M | 0.9% | +1% | — |
| 28 |  $MS | MORGAN STANLEY | $47.7M | 0.9% | -2% | — |
| 29 |  $LRCX | LAM RESEARCH CORP | $47.4M | 0.9% | -27% | 82.4 |
| 30 |  $CAT | CATERPILLAR INC | $42.9M | 0.8% | -15% | 67.8 |
| 31 |  $COLM | COLUMBIA SPORTSWEAR CO | $42.1M | 0.8% | +0% | 50.2 |
| 32 |  $LIN | LINDE PLC | $40.5M | 0.8% | -15% | — |
| 33 |  $VLO | VALERO ENERGY CORP/TX | $40.1M | 0.8% | +5% | 51.4 |
| 34 | — | VANGUARD BD INDEX FDS | $39.7M | 0.8% | +0% | — |
| 35 |  $JNJ | JOHNSON & JOHNSON | $39.3M | 0.8% | -15% | 72.8 |
| 36 |  $CSCO | CISCO SYSTEMS, INC. | $36.4M | 0.7% | -2% | 72.3 |
| 37 |  $IVZ | Invesco Ltd. | $33.5M | 0.7% | +2% | — |
| 38 |  $BAC | BANK OF AMERICA CORP /DE/ | $33.4M | 0.7% | -3% | 68.4 |
| 39 | — | ISHARES TR | $33.1M | 0.7% | -45% | — |
| 40 |  $BKNG | Booking Holdings Inc. | $32.7M | 0.7% | -13% | 55.3 |
| 41 | — | ISHARES TR | $31.7M | 0.6% | +3% | — |
| 42 |  $PH | Parker-Hannifin Corp | $31.6M | 0.6% | -1% | 73.8 |
| 43 |  $PG | PROCTER & GAMBLE Co | $30.0M | 0.6% | +1% | 72.9 |
| 44 |  $HD | HOME DEPOT, INC. | $29.7M | 0.6% | -14% | 69.2 |
| 45 | $NI | NISOURCE INC. | $29.2M | 0.6% | +6% | 61.7 |
| 46 |  $AMAT | APPLIED MATERIALS INC /DE | $28.3M | 0.6% | -0% | 74.8 |
| 47 | — | VANGUARD SCOTTSDALE FDS | $28.2M | 0.6% | +1% | — |
| 48 |  $PLD | Prologis, Inc. | $28.0M | 0.6% | -1% | 67.5 |
| 49 |  $PANW | Palo Alto Networks Inc | $28.0M | 0.6% | +1% | 66.5 |
| 50 |  $CVX | CHEVRON CORP | $27.0M | 0.5% | -0% | 54.7 |
| 51 |  $MCK | MCKESSON CORP | $26.7M | 0.5% | -1% | 63.7 |
| 52 |  $TSLA | Tesla, Inc. | $26.7M | 0.5% | +7% | 50.1 |
| 53 | — | ISHARES TR | $26.0M | 0.5% | +4% | — |
| 54 |  $KO | COCA COLA CO | $25.6M | 0.5% | +1% | 74 |
| 55 |  $UNP | UNION PACIFIC CORP | $24.7M | 0.5% | +1% | 74 |
| 56 |  $CB | Chubb Ltd | $24.6M | 0.5% | -1% | — |
| 57 |  $PWR | QUANTA SERVICES, INC. | $24.1M | 0.5% | +0% | 62.6 |
| 58 |  $EOG | EOG RESOURCES INC | $23.4M | 0.5% | -0% | 71.1 |
| 59 |  $NOW | ServiceNow, Inc. | $23.4M | 0.5% | -0% | 76 |
| 60 |  $DHR | DANAHER CORP /DE/ | $22.8M | 0.5% | -14% | 63.9 |
| 61 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $21.9M | 0.4% | -15% | 63.7 |
| 62 |  $DJP | BARCLAYS BANK PLC | $21.6M | 0.4% | +1% | — |
| 63 |  $NEE | NEXTERA ENERGY INC | $21.5M | 0.4% | +1% | 71.7 |
| 64 |  $HON | HONEYWELL INTERNATIONAL INC | $20.8M | 0.4% | -0% | 65.7 |
| 65 |  $SYK | STRYKER CORP | $20.6M | 0.4% | -21% | 69.8 |
| 66 |  $VRT | Vertiv Holdings Co | $20.5M | 0.4% | +6% | 82.7 |
| 67 |  $XOM | EXXON MOBIL CORP | $20.4M | 0.4% | +4% | 61.8 |
| 68 |  $MDT | Medtronic plc | $20.0M | 0.4% | +1% | — |
| 69 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $19.9M | 0.4% | +2% | 66.5 |
| 70 |  $CRM | Salesforce, Inc. | $19.8M | 0.4% | -6% | 75.2 |
| 71 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $19.8M | 0.4% | -10% | 71.5 |
| 72 | — | J P MORGAN EXCHANGE TRADED F | $19.5M | 0.4% | +1% | — |
| 73 |  $ORLY | O REILLY AUTOMOTIVE INC | $19.1M | 0.4% | +1% | 72.7 |
| 74 |  $GE | GENERAL ELECTRIC CO | $18.9M | 0.4% | -7% | 74.8 |
| 75 |  $MCD | MCDONALDS CORP | $18.8M | 0.4% | +0% | 73.9 |
| 76 |  $MDLZ | Mondelez International, Inc. | $18.6M | 0.4% | +4% | 53.9 |
| 77 |  $TJX | TJX COMPANIES INC /DE/ | $18.3M | 0.4% | +2% | 70.7 |
| 78 |  $PCAR | PACCAR INC | $18.1M | 0.4% | -1% | 56.5 |
| 79 | — | ISHARES TR | $18.0M | 0.4% | -1% | — |
| 80 |  $ORCL | ORACLE CORP | $17.3M | 0.3% | -9% | 67.2 |
| 81 |  $GILD | GILEAD SCIENCES, INC. | $17.0M | 0.3% | -0% | 77.8 |
| 82 |  $ECL | ECOLAB INC. | $16.2M | 0.3% | +1% | 64.3 |
| 83 |  $ETN | Eaton Corp plc | $16.1M | 0.3% | +3% | — |
| 84 |  $MRK | Merck & Co., Inc. | $15.9M | 0.3% | +10% | 70.9 |
| 85 |  $SPY | SPDR S&P 500 ETF TRUST | $15.3M | 0.3% | -21% | — |
| 86 |  $NFLX | NETFLIX INC | $15.2M | 0.3% | +3% | 86.7 |
| 87 |  $CCK | CROWN HOLDINGS, INC. | $15.2M | 0.3% | -27% | 61.9 |
| 88 | — | VANGUARD INTL EQUITY INDEX F | $14.7M | 0.3% | -0% | — |
| 89 |  $SHW | SHERWIN WILLIAMS CO | $14.7M | 0.3% | +1% | 65.3 |
| 90 |  $URI | UNITED RENTALS, INC. | $14.4M | 0.3% | +1% | 70.7 |
| 91 |  $KKR | KKR & Co. Inc. | $14.4M | 0.3% | -1% | 49.8 |
| 92 |  $DIS | Walt Disney Co | $13.7M | 0.3% | +1% | 68.9 |
| 93 | — | ISHARES TR | $13.2M | 0.3% | +12% | — |
| 94 | — | VANGUARD INDEX FDS | $13.0M | 0.3% | -1% | — |
| 95 |  $MRVL | Marvell Technology, Inc. | $12.7M | 0.3% | +2% | 77.3 |
| 96 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $11.6M | 0.2% | -4% | 66.7 |
| 97 |  $KRMN | Karman Holdings Inc. | $11.2M | 0.2% | NEW | 56.1 |
| 98 |  $TXN | TEXAS INSTRUMENTS INC | $11.1M | 0.2% | +22% | 70.4 |
| 99 |  $ISRG | INTUITIVE SURGICAL INC | $11.1M | 0.2% | +6% | 81.4 |
| 100 |  $RTX | RTX Corp | $11.1M | 0.2% | -41% | 70 |
| 101 |  $UPS | UNITED PARCEL SERVICE INC | $11.1M | 0.2% | -13% | 58.2 |
| 102 |  $PEP | PEPSICO INC | $10.7M | 0.2% | -33% | 62.7 |
| 103 |  $SNPS | SYNOPSYS INC | $10.6M | 0.2% | +3% | 63.1 |
| 104 |  $TRMB | TRIMBLE INC. | $10.1M | 0.2% | +0% | 52.1 |
| 105 |  $TMUS | T-Mobile US, Inc. | $9.5M | 0.2% | +27% | 72.7 |
| 106 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $9.3M | 0.2% | +0% | 67.3 |
| 107 |  $APH | AMPHENOL CORP /DE/ | $9.0M | 0.2% | +18% | 80.5 |
| 108 |  $GEV | GE Vernova Inc. | $8.8M | 0.2% | +1981% | 70.1 |
| 109 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $8.8M | 0.2% | +9% | 74.6 |
| 110 |  $ADBE | ADOBE INC. | $8.7M | 0.2% | -25% | 80.4 |
| 111 |  $GEHC | GE HealthCare Technologies Inc. | $8.6M | 0.2% | +9% | 58.2 |
| 112 |  $SNX | TD SYNNEX CORP | $8.3M | 0.2% | +10% | 55.2 |
| 113 |  $PLTR | Palantir Technologies Inc. | $7.7M | 0.1% | NEW | 85.8 |
| 114 |  $UBER | Uber Technologies, Inc | $7.7M | 0.1% | +4% | 79.3 |
| 115 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $7.4M | 0.1% | +4% | — |
| 116 | — | ISHARES TR | $7.3M | 0.1% | -1% | — |
| 117 |  $BRK.A | BERKSHIRE HATHAWAY INC | $7.2M | 0.1% | -9% | 64.5 |
| 118 |  $MA | Mastercard Inc | $7.1M | 0.1% | -46% | 81.7 |
| 119 |  $MET | METLIFE INC | $7.0M | 0.1% | +16% | 73.9 |
| 120 |  $BSX | BOSTON SCIENTIFIC CORP | $7.0M | 0.1% | +1% | 79.9 |
| 121 |  $CI | Cigna Group | $6.9M | 0.1% | +20% | 66.8 |
| 122 |  $SPGI | S&P Global Inc. | $6.8M | 0.1% | +17% | 79.4 |
| 123 |  $FWONA | Liberty Media Corp | $6.7M | 0.1% | NEW | 51 |
| 124 |  $MU | MICRON TECHNOLOGY INC | $6.7M | 0.1% | +346% | 88.4 |
| 125 |  $SCHW | SCHWAB CHARLES CORP | $6.5M | 0.1% | -50% | 77.2 |
| 126 | — | SPDR SERIES TRUST | $6.2M | 0.1% | +10% | — |
| 127 |  $UNH | UNITEDHEALTH GROUP INC | $5.7M | 0.1% | -36% | 66.8 |
| 128 |  $ANET | Arista Networks, Inc. | $5.5M | 0.1% | +1117% | 86 |
| 129 |  $MNST | Monster Beverage Corp | $5.4M | 0.1% | -52% | 77 |
| 130 |  $EQIX | EQUINIX INC | $5.3M | 0.1% | -14% | 61.4 |
| 131 |  $LEN | LENNAR CORP /NEW/ | $5.2M | 0.1% | +30% | 49.2 |
| 132 |  $AMGN | AMGEN INC | $5.0M | 0.1% | -3% | 79.5 |
| 133 |  $SBUX | STARBUCKS CORP | $4.5M | 0.1% | -18% | 54.6 |
| 134 | — | ISHARES TR | $4.4M | 0.1% | -60% | — |
| 135 | — | VANGUARD INDEX FDS | $4.3M | 0.1% | +1% | — |
| 136 | — | VANGUARD SCOTTSDALE FDS | $4.3M | 0.1% | -25% | — |
| 137 |  $AMT | AMERICAN TOWER CORP /MA/ | $4.2M | 0.1% | -61% | 69.8 |
| 138 | — | SPDR SERIES TRUST | $4.1M | 0.1% | -0% | — |
| 139 |  $GWRE | Guidewire Software, Inc. | $4.0M | 0.1% | +13% | 66.2 |
| 140 | — | ISHARES TR | $3.8M | 0.1% | -1% | — |
| 141 |  $SYY | SYSCO CORP | $3.6M | 0.1% | +2% | 58.4 |
| 142 |  $LOW | LOWES COMPANIES INC | $3.5M | 0.1% | +5% | 63.5 |
| 143 | — | ISHARES TR | $3.4M | 0.1% | -2% | — |
| 144 |  $ABBV | AbbVie Inc. | $3.4M | 0.1% | +7% | 59.3 |
| 145 |  $NKE | NIKE, Inc. | $3.4M | 0.1% | -14% | 53.4 |
| 146 |  $AXP | AMERICAN EXPRESS CO | $3.4M | 0.1% | -1% | 73.2 |
| 147 |  $RELY | Remitly Global, Inc. | $3.3M | 0.1% | -0% | 66 |
| 148 |  $DE | DEERE & CO | $3.1M | 0.1% | -1% | 57.4 |
| 149 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.1M | 0.1% | -4% | — |
| 150 | — | VANGUARD WORLD FD | $3.1M | 0.1% | -8% | — |
| 151 | — | ISHARES TR | $3.0M | 0.1% | +0% | — |
| 152 | — | SELECT SECTOR SPDR TR | $2.9M | 0.1% | -1% | — |
| 153 |  $BA | BOEING CO | $2.8M | 0.1% | +3% | 51.8 |
| 154 |  $OMER | OMEROS CORP | $2.8M | 0.1% | +0% | — |
| 155 | — | ISHARES TR | $2.7M | 0.1% | +9% | — |
| 156 | — | VANGUARD INDEX FDS | $2.6M | 0.1% | -11% | — |
| 157 | — | SCHWAB STRATEGIC TR | $2.6M | 0.1% | -13% | — |
| 158 |  $JCI | Johnson Controls International plc | $2.5M | 0.1% | +0% | — |
| 159 |  $AMD | ADVANCED MICRO DEVICES INC | $2.5M | 0.1% | -16% | 78.8 |
| 160 |  $BDX | BECTON DICKINSON & CO | $2.4M | 0.1% | -51% | 50.7 |
| 161 |  $FTV | Fortive Corp | $2.4M | 0.1% | -60% | 55.9 |
| 162 | — | J P MORGAN EXCHANGE TRADED F | $2.3M | 0.1% | -84% | — |
| 163 | — | VANGUARD SCOTTSDALE FDS | $2.2M | 0.0% | -21% | — |
| 164 |  $GLD | SPDR GOLD TRUST | $2.1M | 0.0% | -2% | — |
| 165 |  $ACN | Accenture plc | $2.0M | 0.0% | -6% | — |
| 166 |  $QCOM | QUALCOMM INC/DE | $2.0M | 0.0% | -1% | 81.9 |
| 167 | — | VANECK ETF TRUST | $1.8M | 0.0% | +0% | — |
| 168 |  $CTAS | CINTAS CORP | $1.8M | 0.0% | -78% | 76.3 |
| 169 | — | J P MORGAN EXCHANGE TRADED F | $1.8M | 0.0% | -1% | — |
| 170 |  $ABT | ABBOTT LABORATORIES | $1.8M | 0.0% | +15% | 67 |
| 171 |  $J | JACOBS SOLUTIONS INC. | $1.7M | 0.0% | -5% | 47.7 |
| 172 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.7M | 0.0% | +1% | 77.9 |
| 173 |  $CPRT | COPART INC | $1.7M | 0.0% | -5% | 74.9 |
| 174 |  $EMR | EMERSON ELECTRIC CO | $1.7M | 0.0% | +24% | 65.9 |
| 175 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.6M | 0.0% | +13% | 70.1 |
| 176 |  $PFE | PFIZER INC | $1.6M | 0.0% | -1% | 69 |
| 177 | — | VANGUARD INDEX FDS | $1.6M | 0.0% | -11% | — |
| 178 | — | VANGUARD STAR FDS | $1.6M | 0.0% | -1% | — |
| 179 |  $FISV | FISERV INC | $1.5M | 0.0% | -54% | 67.4 |
| 180 |  $PM | Philip Morris International Inc. | $1.5M | 0.0% | +7% | 80.5 |
| 181 |  $CSGP | COSTAR GROUP, INC. | $1.5M | 0.0% | -78% | 49.5 |
| 182 | — | SCHWAB STRATEGIC TR | $1.5M | 0.0% | -0% | — |
| 183 |  $BLK | BlackRock, Inc. | $1.4M | 0.0% | -6% | 70.3 |
| 184 | — | SCHWAB STRATEGIC TR | $1.4M | 0.0% | -6% | — |
| 185 | — | SCHWAB STRATEGIC TR | $1.3M | 0.0% | +32% | — |
| 186 |  $VZ | VERIZON COMMUNICATIONS INC | $1.3M | 0.0% | +14% | 71.6 |
| 187 | — | VANGUARD WHITEHALL FDS | $1.3M | 0.0% | -1% | — |
| 188 |  $INTC | INTEL CORP | $1.3M | 0.0% | +3% | 41.5 |
| 189 | — | SELECT SECTOR SPDR TR | $1.3M | 0.0% | -4% | — |
| 190 |  $CL | COLGATE PALMOLIVE CO | $1.3M | 0.0% | -15% | 72.4 |
| 191 | — | ISHARES TR | $1.2M | 0.0% | +0% | — |
| 192 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $1.2M | 0.0% | -0% | 70.8 |
| 193 |  $IAU | ISHARES GOLD TRUST | $1.2M | 0.0% | +35% | — |
| 194 |  $ZTS | Zoetis Inc. | $1.2M | 0.0% | +1% | 72.6 |
| 195 | — | SCHWAB STRATEGIC TR | $1.1M | 0.0% | +18% | — |
| 196 |  $PAYX | PAYCHEX INC | $1.1M | 0.0% | +6% | 75.1 |
| 197 | — | VANGUARD INDEX FDS | $1.0M | 0.0% | -1% | — |
| 198 |  $BZH | BEAZER HOMES USA INC | $1.0M | 0.0% | +0% | 35.6 |
| 199 |  $RKLB | Rocket Lab Corp | $1.0M | 0.0% | +5% | 37.2 |
| 200 | — | ISHARES TR | $975,766 | 0.0% | -4% | — |
| 201 | — | SCHWAB STRATEGIC TR | $952,775 | 0.0% | -1% | — |
| 202 |  $BALL | BALL Corp | $931,574 | 0.0% | -0% | 54.2 |
| 203 |  $CVS | CVS HEALTH Corp | $913,479 | 0.0% | +1% | 51.3 |
| 204 |  $USB | US BANCORP DE | $913,074 | 0.0% | -2% | 71.4 |
| 205 | — | VANGUARD SPECIALIZED FUNDS | $908,789 | 0.0% | -8% | — |
| 206 |  $PHYS | Sprott Physical Gold Trust | $893,159 | 0.0% | +3% | — |
| 207 |  $GM | General Motors Co | $868,149 | 0.0% | +1% | 58.7 |
| 208 | — | ISHARES TR | $861,335 | 0.0% | +0% | — |
| 209 |  $STZ | CONSTELLATION BRANDS, INC. | $858,000 | 0.0% | +5% | 65 |
| 210 |  $MO | ALTRIA GROUP, INC. | $855,652 | 0.0% | +4% | 72.1 |
| 211 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $839,942 | 0.0% | -0% | 76.6 |
| 212 |  $TFC | TRUIST FINANCIAL CORP | $838,309 | 0.0% | +3% | — |
| 213 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $838,135 | 0.0% | -2% | 66.3 |
| 214 | — | VANGUARD WORLD FD | $824,343 | 0.0% | -57% | — |
| 215 |  $DG | DOLLAR GENERAL CORP | $823,631 | 0.0% | +1% | 60.4 |
| 216 |  $FFIV | F5, INC. | $764,121 | 0.0% | -0% | 70 |
| 217 |  $WM | WASTE MANAGEMENT INC | $717,189 | 0.0% | +13% | 70.7 |
| 218 |  $IRM | IRON MOUNTAIN INC | $707,422 | 0.0% | -2% | 50.7 |
| 219 | — | SELECT SECTOR SPDR TR | $693,464 | 0.0% | +60% | — |
| 220 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $669,624 | 0.0% | -16% | — |
| 221 |  $RPM | RPM INTERNATIONAL INC/DE/ | $666,875 | 0.0% | +0% | 57.3 |
| 222 | — | ISHARES TR | $665,758 | 0.0% | +2% | — |
| 223 |  $LMT | LOCKHEED MARTIN CORP | $661,203 | 0.0% | +21% | 65 |
| 224 | — | VANGUARD WORLD FD | $660,709 | 0.0% | -1% | — |
| 225 | — | VANGUARD INDEX FDS | $646,319 | 0.0% | +24% | — |
| 226 |  $GS | GOLDMAN SACHS GROUP INC | $645,645 | 0.0% | -1% | — |
| 227 |  $PSLV | Sprott Physical Silver Trust | $614,189 | 0.0% | +0% | — |
| 228 |  $EPAM | EPAM Systems, Inc. | $597,791 | 0.0% | +0% | 59.2 |
| 229 |  $MMM | 3M CO | $593,830 | 0.0% | +41% | 60.7 |
| 230 |  $KMB | KIMBERLY CLARK CORP | $559,199 | 0.0% | -45% | 61.7 |
| 231 |  $RACE | Ferrari N.V. | $555,058 | 0.0% | +0% | — |
| 232 |  $WEC | WEC ENERGY GROUP, INC. | $554,770 | 0.0% | +4% | 67 |
| 233 |  $FERG | Ferguson Enterprises Inc. /DE/ | $554,234 | 0.0% | +0% | 58.9 |
| 234 | — | SCHWAB STRATEGIC TR | $553,940 | 0.0% | +14% | — |
| 235 |  $APTV | Aptiv PLC | $546,910 | 0.0% | +0% | — |
| 236 |  $HFWA | HERITAGE FINANCIAL CORP /WA/ | $545,246 | 0.0% | -23% | — |
| 237 | — | DIMENSIONAL ETF TRUST | $526,276 | 0.0% | +0% | — |
| 238 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $525,670 | 0.0% | -1% | 65.9 |
| 239 |  $GD | GENERAL DYNAMICS CORP | $518,606 | 0.0% | +43% | 73 |
| 240 |  $WAT | WATERS CORP /DE/ | $516,386 | 0.0% | NEW | 69.9 |
| 241 | — | ISHARES TR | $515,629 | 0.0% | +161% | — |
| 242 | — | VANGUARD CHARLOTTE FDS | $514,952 | 0.0% | +148% | — |
| 243 |  $AFL | AFLAC INC | $507,738 | 0.0% | +15% | 60.3 |
| 244 | — | VANGUARD INDEX FDS | $501,611 | 0.0% | -0% | — |
| 245 |  $WMB | WILLIAMS COMPANIES, INC. | $498,325 | 0.0% | -16% | 72.8 |
| 246 | — | ISHARES TR | $496,597 | 0.0% | -1% | — |
| 247 |  $APD | Air Products & Chemicals, Inc. | $483,191 | 0.0% | +19% | 41.2 |
| 248 |  $WELL | WELLTOWER INC. | $474,702 | 0.0% | -7% | 75.7 |
| 249 | — | ISHARES TR | $467,823 | 0.0% | -5% | — |
| 250 | — | ISHARES TR | $467,060 | 0.0% | +0% | — |
| 251 | — | DIMENSIONAL ETF TRUST | $466,021 | 0.0% | -2% | — |
| 252 |  $EL | ESTEE LAUDER COMPANIES INC | $459,974 | 0.0% | +0% | 52.5 |
| 253 | — | PROSHARES TR | $425,258 | 0.0% | +46% | — |
| 254 | — | DIMENSIONAL ETF TRUST | $423,182 | 0.0% | +0% | — |
| 255 |  $AYI | ACUITY INC. (DE) | $405,224 | 0.0% | -6% | 68.9 |
| 256 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $404,569 | 0.0% | -3% | 60.5 |
| 257 | — | ISHARES TR | $401,154 | 0.0% | +18% | — |
| 258 | — | GLOBAL X FDS | $400,632 | 0.0% | +0% | — |
| 259 | — | ISHARES TR | $399,511 | 0.0% | +0% | — |
| 260 | — | VANGUARD INDEX FDS | $392,340 | 0.0% | +0% | — |
| 261 |  $T | AT&T INC. | $378,202 | 0.0% | NEW | 71.9 |
| 262 |  $SO | SOUTHERN CO | $373,057 | 0.0% | +52% | 65.1 |
| 263 | — | SPDR SERIES TRUST | $370,169 | 0.0% | +3% | — |
| 264 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $368,119 | 0.0% | +18% | 75.4 |
| 265 | — | VANGUARD INDEX FDS | $365,248 | 0.0% | +0% | — |
| 266 |  $HUM | HUMANA INC | $358,833 | 0.0% | -0% | 82 |
| 267 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $351,231 | 0.0% | -21% | 66.4 |
| 268 |  $CRWD | CrowdStrike Holdings, Inc. | $350,198 | 0.0% | +8% | 55 |
| 269 | — | ISHARES TR | $348,605 | 0.0% | +4% | — |
| 270 | — | FIDELITY COVINGTON TRUST | $348,502 | 0.0% | -4% | — |
| 271 | — | AMERICAN CENTY ETF TR | $345,882 | 0.0% | +0% | — |
| 272 |  $AZO | AUTOZONE INC | $344,534 | 0.0% | -1% | 66.5 |
| 273 | — | ISHARES TR | $339,938 | 0.0% | +0% | — |
| 274 | — | ISHARES INC | $336,142 | 0.0% | +7% | — |
| 275 |  $ADI | ANALOG DEVICES INC | $326,412 | 0.0% | NEW | 76.2 |
| 276 | — | ISHARES TR | $324,103 | 0.0% | -4% | — |
| 277 |  $KMI | KINDER MORGAN, INC. | $318,737 | 0.0% | -17% | 74.6 |
| 278 |  $WY | WEYERHAEUSER CO | $316,291 | 0.0% | -3% | 52.9 |
| 279 | — | SCHWAB STRATEGIC TR | $307,380 | 0.0% | +3% | — |
| 280 | — | STATE STR SPDR DOW JONES IND | $305,746 | 0.0% | -19% | — |
| 281 |  $TT | Trane Technologies plc | $301,304 | 0.0% | +0% | — |
| 282 |  $COR | Cencora, Inc. | $298,119 | 0.0% | +0% | 59.6 |
| 283 | — | J P MORGAN EXCHANGE TRADED F | $296,550 | 0.0% | +0% | — |
| 284 |  $NSC | NORFOLK SOUTHERN CORP | $295,897 | 0.0% | +42% | 70.8 |
| 285 | — | SPDR SERIES TRUST | $288,467 | 0.0% | +0% | — |
| 286 |  $ROK | ROCKWELL AUTOMATION, INC | $286,387 | 0.0% | -45% | 68.2 |
| 287 |  $ASML | ASML HOLDING NV | $281,337 | 0.0% | +1% | — |
| 288 | — | SPDR SERIES TRUST | $280,564 | 0.0% | -31% | — |
| 289 |  $STX | Seagate Technology Holdings plc | $276,320 | 0.0% | NEW | — |
| 290 |  $FCX | FREEPORT-MCMORAN INC | $274,915 | 0.0% | NEW | 73.1 |
| 291 | — | SCHWAB STRATEGIC TR | $272,413 | 0.0% | -4% | — |
| 292 |  $TSBK | TIMBERLAND BANCORP INC | $270,727 | 0.0% | +0% | — |
| 293 |  $SHEL | Shell plc | $269,514 | 0.0% | -23% | — |
| 294 | — | SPDR SERIES TRUST | $266,576 | 0.0% | +0% | — |
| 295 | — | SCHWAB STRATEGIC TR | $264,670 | 0.0% | -90% | — |
| 296 | $IVZ | Invesco Ltd. | $264,350 | 0.0% | +0% | — |
| 297 |  $NVS | NOVARTIS AG | $261,661 | 0.0% | +1% | — |
| 298 | — | VANGUARD BD INDEX FDS | $258,186 | 0.0% | +0% | — |
| 299 |  $ITW | ILLINOIS TOOL WORKS INC | $255,615 | 0.0% | NEW | 71.2 |
| 300 |  $CLX | CLOROX CO /DE/ | $252,190 | 0.0% | NEW | 63.5 |
| 301 |  $NRDS | NERDWALLET, INC. | $252,006 | 0.0% | -25% | 67.1 |
| 302 |  $CME | CME GROUP INC. | $250,457 | 0.0% | +3% | 74.5 |
| 303 |  $BANR | BANNER CORP | $248,728 | 0.0% | +0% | — |
| 304 |  $EBAY | EBAY INC | $246,028 | 0.0% | -3% | 69.3 |
| 305 | — | ISHARES TR | $244,927 | 0.0% | -11% | — |
| 306 |  $DLR | DIGITAL REALTY TRUST, INC. | $238,959 | 0.0% | -38% | 70.2 |
| 307 |  $WSM | WILLIAMS SONOMA INC | $237,759 | 0.0% | +0% | 65 |
| 308 | — | INVESCO EXCHANGE TRADED FD T | $237,378 | 0.0% | +0% | — |
| 309 | — | VANGUARD WORLD FD | $235,787 | 0.0% | -60% | — |
| 310 |  $GBCI | GLACIER BANCORP, INC. | $234,161 | 0.0% | -50% | 62.1 |
| 311 |  $GLW | CORNING INC /NY | $233,819 | 0.0% | NEW | 72.7 |
| 312 |  $NYT | NEW YORK TIMES CO | $227,914 | 0.0% | NEW | 71.3 |
| 313 | — | ISHARES TR | $222,723 | 0.0% | -16% | — |
| 314 |  $BP | BP PLC | $217,375 | 0.0% | NEW | — |
| 315 | — | AMERICAN CENTY ETF TR | $214,020 | 0.0% | +0% | — |
| 316 |  $KR | KROGER CO | $210,568 | 0.0% | NEW | 51.1 |
| 317 |  $AMTM | Amentum Holdings, Inc. | $209,632 | 0.0% | -1% | 55.6 |
| 318 | — | ISHARES TR | $209,609 | 0.0% | +0% | — |
| 319 |  $PSA | Public Storage | $208,849 | 0.0% | NEW | 73.9 |
| 320 | — | VANGUARD INTL EQUITY INDEX F | $205,581 | 0.0% | +0% | — |
| 321 |  $GIS | GENERAL MILLS INC | $204,965 | 0.0% | -10% | 64.1 |
| 322 | — | SELECT SECTOR SPDR TR | $204,127 | 0.0% | -52% | — |
| 323 | — | SELECT SECTOR SPDR TR | $203,863 | 0.0% | -37% | — |
| 324 |  $WT | WisdomTree, Inc. | $200,493 | 0.0% | NEW | 62.9 |
| 325 |  $TENB | Tenable Holdings, Inc. | $170,165 | 0.0% | NEW | 51.9 |
| 326 |  $RVSB | RIVERVIEW BANCORP INC | $124,009 | 0.0% | +0% | — |
| 327 |  $NAUT | Nautilus Biotechnology, Inc. | $116,400 | 0.0% | +0% | — |
| 328 |  $WIT | WIPRO LTD | $25,440 | 0.0% | +0% | — |
New Positions (17)
$KRMN Karman Holdings Inc.$11.2M$PLTR Palantir Technologies Inc.$7.7M$FWONA Liberty Media Corp$6.7M$WAT WATERS CORP /DE/$516,386$T AT&T INC.$378,202$ADI ANALOG DEVICES INC$326,412$STX Seagate Technology Holdings plc$276,320$FCX FREEPORT-MCMORAN INC$274,915$ITW ILLINOIS TOOL WORKS INC$255,615$CLX CLOROX CO /DE/$252,190$GLW CORNING INC /NY$233,819$NYT NEW YORK TIMES CO$227,914$BP BP PLC$217,375$KR KROGER CO$210,568$PSA Public Storage$208,849Exited Positions (14)
$SOLS Solstice Advanced Materials Inc.
$ICE Intercontinental Exchange, Inc.
$GBTC Grayscale Bitcoin Trust ETF
$YUM YUM BRANDS INC
$SAP SAP SE
$SLV iShares Silver Trust
$PYPL PayPal Holdings, Inc.
$APP AppLovin Corp
$VLTO Veralto Corp
$ING ING GROEP NV
$MPC Marathon Petroleum Corp
$PHM PULTEGROUP INC/MI/ EATON VANCE TAX-MANAGED GLOB
$ONC BeOne Medicines Ltd.Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Badgley Phelps Wealth Managers, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Badgley Phelps Wealth Managers, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Badgley Phelps Wealth Managers, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Badgley Phelps Wealth Managers, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Badgley Phelps Wealth Managers, LLC (SEC CIK: 1895362), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Badgley Phelps Wealth Managers, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.