Badgley Phelps Wealth Managers, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1895362
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$5.7B
Holdings
333
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Badgley Phelps Wealth Managers, LLC disclosed 333 positions worth $5.7B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 4.8% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 22 new positions and exited 18 and a full exit from $WAT. The portfolio is most concentrated in Other (32.5% 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
Stable
$NVDA4.8% weight
Held 10 quarters
$AAPL4.4% weight
Held 10 quarters
$MSFT4.2% weight
Held 10 quarters
ISHARES TR - MSCI EAFE ETF
4.2% weight
Held 10 quarters
VANGUARD INDEX FDS - SMALL
3.5% weight
Held 10 quarters
$AVGO9 quarters accumulating
ISHARES TR - RUS MD CP GR
9 quarters accumulating
ISHARES TR - RUS MDCP VAL
9 quarters accumulating
$UNP9 quarters accumulating
$URI9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 85.9#5
Quality
$271.7M1,357,879 sh - 76.4#84
Quality
$249.3M861,390 sh - 79.8#31
Quality
$241.4M647,049 sh ISHARES TR - MSCI EAFE ETF
—Quality
$239.7M2,307,217 shVANGUARD INDEX FDS - SMALL CP ETF
—Quality
$198.0M653,239 sh- 68.7
Quality
$153.8M645,446 sh VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
—Quality
$151.5M2,538,203 shISHARES TR - CORE S&P MCP ETF
—Quality
$140.5M1,821,548 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$135.7M1,903,904 sh- 78.2
Quality
$115.7M327,319 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 85.9#5 | $271.7M | 1,357,879 |
| Apple Inc.$AAPL | 76.4#84 | $249.3M | 861,390 |
| MICROSOFT CORP$MSFT | 79.8#31 | $241.4M | 647,049 |
| ISHARES TR - MSCI EAFE ETF | — | $239.7M | 2,307,217 |
| VANGUARD INDEX FDS - SMALL CP ETF | — | $198.0M | 653,239 |
 AMAZON COM INC$AMZN | 68.7 | $153.8M | 645,446 |
| VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $151.5M | 2,538,203 |
| ISHARES TR - CORE S&P MCP ETF | — | $140.5M | 1,821,548 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $135.7M | 1,903,904 |
 Alphabet Inc.$GOOGL | 78.2 | $115.7M | 327,319 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Badgley Phelps Wealth Managers, LLC's 333 positions.
Showing top 10 of 333 holdings.
Sector Allocation
Other
$1.9B
Technology
$1.7B
Financials
$502.2M
Consumer Discretionary
$479.9M
Industrials
$465.9M
Healthcare
$270.9M
Consumer Staples
$119.6M
Energy
$101.7M
Full Holdings — Badgley Phelps Wealth Managers, LLC (Q2 2026)
All 333 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 | $NVDA | NVIDIA CORP | $271.7M | 4.8% | +0% | 85.9 |
| 2 | $AAPL | Apple Inc. | $249.3M | 4.4% | +1% | 76.4 |
| 3 | $MSFT | MICROSOFT CORP | $241.4M | 4.2% | +1% | 79.8 |
| 4 | — | ISHARES TR - MSCI EAFE ETF | $239.7M | 4.2% | +2% | — |
| 5 | — | VANGUARD INDEX FDS - SMALL CP ETF | $198.0M | 3.5% | -3% | — |
| 6 | $AMZN | AMAZON COM INC | $153.8M | 2.7% | +0% | 68.7 |
| 7 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $151.5M | 2.6% | +2% | — |
| 8 | — | ISHARES TR - CORE S&P MCP ETF | $140.5M | 2.5% | +1% | — |
| 9 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $135.7M | 2.4% | +3% | — |
| 10 | $GOOGL | Alphabet Inc. | $115.7M | 2.0% | +3% | 78.2 |
| 11 |  $GOOG | Alphabet Inc. | $111.2M | 1.9% | -2% | 78.2 |
| 12 |  $LLY | ELI LILLY & Co | $111.1M | 1.9% | -1% | 87.5 |
| 13 | — | ISHARES TR - RUS 2000 GRW ETF | $90.0M | 1.6% | +2% | — |
| 14 |  $JPM | JPMORGAN CHASE & CO | $89.9M | 1.6% | -0% | 70.7 |
| 15 |  $LRCX | LAM RESEARCH CORP | $89.2M | 1.6% | -7% | 79.4 |
| 16 | — | ISHARES TR - RUS 2000 VAL ETF | $88.0M | 1.5% | +2% | — |
| 17 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $87.9M | 1.5% | +2% | — |
| 18 |  $COST | COSTCO WHOLESALE CORP /NEW | $84.8M | 1.5% | +2% | 66.2 |
| 19 | $AVGO | Broadcom Inc. | $78.0M | 1.4% | +1% | 84.5 |
| 20 |  $BRK.B | BERKSHIRE HATHAWAY INC | $76.5M | 1.3% | -1% | 73.8 |
| 21 |  $V | VISA INC. | $69.6M | 1.2% | +1% | 82.9 |
| 22 |  $META | Meta Platforms, Inc. | $68.6M | 1.2% | -0% | 79.6 |
| 23 |  $CAT | CATERPILLAR INC | $67.6M | 1.2% | +5% | 66.5 |
| 24 |  $PANW | Palo Alto Networks Inc | $64.1M | 1.1% | +8% | 65.5 |
| 25 | — | ISHARES TR - RUS 1000 VAL ETF | $63.0M | 1.1% | +3% | — |
| 26 | — | ISHARES TR - RUS 1000 GRW ETF | $62.9M | 1.1% | +331% | — |
| 27 |  $AMAT | APPLIED MATERIALS INC /DE | $59.8M | 1.1% | -0% | 72.3 |
| 28 |  $MS | MORGAN STANLEY | $59.3M | 1.0% | -2% | 75.8 |
| 29 | — | ISHARES TR - RUS MID CAP ETF | $57.3M | 1.0% | -25% | — |
| 30 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $55.8M | 1.0% | +2% | — |
| 31 | — | SPDR SERIES TRUST - ST STR P500ETF | $54.7M | 1.0% | -3% | — |
| 32 |  $CSCO | CISCO SYSTEMS, INC. | $54.3M | 0.9% | -2% | 70.3 |
| 33 |  $COLM | COLUMBIA SPORTSWEAR CO | $47.5M | 0.8% | +0% | 59.6 |
| 34 |  $WMT | Walmart Inc. | $43.8M | 0.8% | -1% | 60.2 |
| 35 |  $LIN | LINDE PLC | $40.6M | 0.7% | -4% | — |
| 36 |  $IVZ | Invesco Ltd. | $40.5M | 0.7% | +9% | — |
| 37 |  $VLO | VALERO ENERGY CORP/TX | $40.5M | 0.7% | -4% | 57.8 |
| 38 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $40.2M | 0.7% | +2% | — |
| 39 |  $JNJ | JOHNSON & JOHNSON | $40.1M | 0.7% | -2% | 69 |
| 40 |  $BAC | BANK OF AMERICA CORP /DE/ | $39.4M | 0.7% | +1% | 67.6 |
| 41 |  $MRVL | Marvell Technology, Inc. | $38.3M | 0.7% | +1% | 76.5 |
| 42 | — | ISHARES TR - RUS MD CP GR ETF | $36.7M | 0.6% | +2% | — |
| 43 |  $PH | Parker-Hannifin Corp | $35.2M | 0.6% | +2% | 65.8 |
| 44 | — | ISHARES TR - RUSSELL 2000 ETF | $34.4M | 0.6% | -14% | — |
| 45 |  $MU | MICRON TECHNOLOGY INC | $34.2M | 0.6% | +50% | 86.2 |
| 46 |  $TSLA | Tesla, Inc. | $32.2M | 0.6% | +7% | 53.9 |
| 47 |  $PWR | QUANTA SERVICES, INC. | $31.7M | 0.6% | +0% | 72.1 |
| 48 |  $PG | PROCTER & GAMBLE Co | $30.8M | 0.5% | +1% | 64.6 |
| 49 |  $HD | HOME DEPOT, INC. | $30.7M | 0.5% | -4% | 60.3 |
| 50 |  $BKNG | Booking Holdings Inc. | $29.9M | 0.5% | +2064% | 58.5 |
| 51 | — | ISHARES TR - RUS MDCP VAL ETF | $29.8M | 0.5% | +2% | — |
| 52 |  $NI | NISOURCE INC. | $29.6M | 0.5% | -0% | 62.6 |
| 53 |  $VRT | Vertiv Holdings Co | $29.4M | 0.5% | +7% | 81 |
| 54 |  $PLD | Prologis, Inc. | $28.8M | 0.5% | +0% | 68.3 |
| 55 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $28.7M | 0.5% | +2% | — |
| 56 | $UNP | UNION PACIFIC CORP | $27.7M | 0.5% | +0% | 69.7 |
| 57 |  $KO | COCA COLA CO | $27.3M | 0.5% | -0% | 69.5 |
| 58 |  $CB | Chubb Ltd | $26.0M | 0.5% | +1% | — |
| 59 | — | ISHARES TR - RUSEL 2500 ETF | $25.6M | 0.5% | NEW | — |
| 60 |  $GE | GENERAL ELECTRIC CO | $25.2M | 0.4% | +1% | 73.8 |
| 61 |  $MCK | MCKESSON CORP | $23.5M | 0.4% | +1% | 63.4 |
| 62 | $URI | UNITED RENTALS, INC. | $22.7M | 0.4% | +1% | 63.9 |
| 63 |  $NOW | ServiceNow, Inc. | $22.7M | 0.4% | +2% | 72.9 |
| 64 |  $DHR | DANAHER CORP /DE/ | $22.1M | 0.4% | -3% | 64.8 |
| 65 | — | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | $21.6M | 0.4% | +2% | — |
| 66 |  $CVX | CHEVRON CORP | $21.4M | 0.4% | -1% | 62.8 |
| 67 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $21.3M | 0.4% | -5% | 65.1 |
| 68 |  $EOG | EOG RESOURCES INC | $20.9M | 0.4% | -0% | 71.9 |
| 69 |  $NEE | NEXTERA ENERGY INC | $20.5M | 0.4% | +1% | 64.6 |
| 70 | — | ISHARES TR - RUS 1000 ETF | $20.1M | 0.3% | -3% | — |
| 71 |  $DJP | BARCLAYS BANK PLC | $20.0M | 0.3% | +2% | — |
| 72 |  $ETN | Eaton Corp plc | $19.6M | 0.3% | +2% | — |
| 73 |  $TXN | TEXAS INSTRUMENTS INC | $19.4M | 0.3% | +13% | 73.4 |
| 74 |  $ORLY | O REILLY AUTOMOTIVE INC | $19.3M | 0.3% | +1% | 67.4 |
| 75 |  $MDLZ | Mondelez International, Inc. | $19.0M | 0.3% | +2% | 56.4 |
| 76 |  $PCAR | PACCAR INC | $18.9M | 0.3% | -0% | 56.5 |
| 77 |  $SYK | STRYKER CORP | $18.7M | 0.3% | -5% | 72.1 |
| 78 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $18.4M | 0.3% | -3% | 66.2 |
| 79 |  $MRK | Merck & Co., Inc. | $18.2M | 0.3% | +7% | 59.9 |
| 80 |  $MDT | Medtronic plc | $18.1M | 0.3% | +0% | 68.7 |
| 81 |  $TJX | TJX COMPANIES INC /DE/ | $18.0M | 0.3% | +4% | 68.7 |
| 82 |  $ECL | ECOLAB INC. | $17.2M | 0.3% | +2% | 63.3 |
| 83 |  $ORCL | ORACLE CORP | $17.1M | 0.3% | -1% | 66.2 |
| 84 |  $SPY | SPDR S&P 500 ETF TRUST | $17.1M | 0.3% | -3% | — |
| 85 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $17.0M | 0.3% | +1% | 64.4 |
| 86 |  $XOM.R34088 | EXXON MOBIL CORP | $16.9M | 0.3% | +3% | 57.9 |
| 87 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $16.3M | 0.3% | -1% | — |
| 88 |  $CRM | Salesforce, Inc. | $16.1M | 0.3% | -3% | 77 |
| 89 |  $SHW | SHERWIN WILLIAMS CO | $16.0M | 0.3% | +2% | 61.3 |
| 90 |  $MCD | MCDONALDS CORP | $15.9M | 0.3% | -3% | 69 |
| 91 |  $GEV | GE Vernova Inc. | $15.9M | 0.3% | +34% | 81.1 |
| 92 |  $CCK | CROWN HOLDINGS, INC. | $15.7M | 0.3% | -7% | 62.1 |
| 93 |  $GILD | GILEAD SCIENCES, INC. | $15.5M | 0.3% | +0% | 57.4 |
| 94 |  $APH | AMPHENOL CORP /DE/ | $14.7M | 0.3% | +18% | 79.3 |
| 95 | — | ISHARES TR - INTRM GOV CR ETF | $14.5M | 0.3% | +11% | — |
| 96 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $14.5M | 0.3% | -3% | — |
| 97 |  $SNX | TD SYNNEX CORP | $14.4M | 0.3% | +10% | 58.4 |
| 98 |  $KKR | KKR & Co. Inc. | $14.3M | 0.3% | +1% | 54.3 |
| 99 |  $DIS | Walt Disney Co | $14.3M | 0.3% | +3% | 60.1 |
| 100 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $13.9M | 0.2% | +3% | 70 |
| 101 |  $INTC | INTEL CORP | $12.8M | 0.2% | +219% | 45.6 |
| 102 | — | ISHARES INC - MSCI STH KOR ETF | $12.5M | 0.2% | NEW | — |
| 103 |  $AMD | ADVANCED MICRO DEVICES INC | $12.2M | 0.2% | +70% | 79.8 |
| 104 |  $UPS | UNITED PARCEL SERVICE INC | $12.1M | 0.2% | -0% | 58.6 |
| 105 |  $SNPS | SYNOPSYS INC | $12.0M | 0.2% | +1% | 67.9 |
| 106 |  $NFLX | NETFLIX INC | $12.0M | 0.2% | +6% | 78.8 |
| 107 |  $HON | HONEYWELL INTERNATIONAL INC | $10.8M | 0.2% | -48% | 65 |
| 108 |  $ISRG | INTUITIVE SURGICAL INC | $10.4M | 0.2% | +8% | 79.9 |
| 109 |  $DAL | DELTA AIR LINES, INC. | $9.7M | 0.2% | NEW | 57.5 |
| 110 |  $HONA | Honeywell Aerospace Inc. | $9.7M | 0.2% | NEW | — |
| 111 |  $ANET | Arista Networks, Inc. | $8.7M | 0.1% | +14% | 81.9 |
| 112 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $8.6M | 0.1% | +2% | — |
| 113 |  $MET | METLIFE INC | $8.5M | 0.1% | +2% | 56.2 |
| 114 |  $PEP | PEPSICO INC | $8.5M | 0.1% | -9% | 63.4 |
| 115 | — | ISHARES TR - CORE S&P500 ETF | $8.5M | 0.1% | +2% | — |
| 116 |  $FWONA | Liberty Media Corp | $8.5M | 0.1% | +14% | 63.2 |
| 117 |  $RTX | RTX Corp | $8.4M | 0.1% | -23% | 73.2 |
| 118 |  $TMUS | T-Mobile US, Inc. | $8.3M | 0.1% | +9% | 69.1 |
| 119 |  $UBER | Uber Technologies, Inc | $8.1M | 0.1% | +6% | 73.5 |
| 120 |  $TRMB | TRIMBLE INC. | $8.1M | 0.1% | +1% | 49.3 |
| 121 |  $PLTR | Palantir Technologies Inc. | $7.7M | 0.1% | +26% | 84.6 |
| 122 |  $CI | Cigna Group | $7.5M | 0.1% | +5% | 66.2 |
| 123 |  $UNH | UNITEDHEALTH GROUP INC | $7.3M | 0.1% | -17% | 62.7 |
| 124 |  $SPGI | S&P Global Inc. | $6.8M | 0.1% | +5% | 76.1 |
| 125 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $6.8M | 0.1% | +11% | — |
| 126 |  $BRK.A | BERKSHIRE HATHAWAY INC | $6.7M | 0.1% | -10% | 73.8 |
| 127 |  $KRMN | Karman Holdings Inc. | $6.5M | 0.1% | -7% | 57.2 |
| 128 |  $MA | Mastercard Inc | $5.9M | 0.1% | -20% | 85.1 |
| 129 |  $LEN | LENNAR CORP /NEW/ | $5.7M | 0.1% | +6% | 47.2 |
| 130 |  $EQIX | EQUINIX INC | $5.6M | 0.1% | -1% | 59 |
| 131 |  $ADBE | ADOBE INC. | $5.6M | 0.1% | -24% | 77.6 |
| 132 |  $MNST | Monster Beverage Corp | $5.3M | 0.1% | -27% | 71.3 |
| 133 |  $AMGN | AMGEN INC | $5.2M | 0.1% | +0% | 79.2 |
| 134 |  $SCHW | SCHWAB CHARLES CORP | $5.0M | 0.1% | -21% | 79.4 |
| 135 |  $RELY | Remitly Global, Inc. | $4.9M | 0.1% | +5% | 72.5 |
| 136 | — | VANGUARD INDEX FDS - MID CAP ETF | $4.9M | 0.1% | +303% | — |
| 137 |  $SBUX | STARBUCKS CORP | $4.9M | 0.1% | -5% | 58.2 |
| 138 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $4.5M | 0.1% | -8% | — |
| 139 | — | ISHARES TR - CORE S&P SCP ETF | $4.5M | 0.1% | -0% | — |
| 140 | — | SPDR SERIES TRUST - ST STR SP DIV | $4.3M | 0.1% | -1% | — |
| 141 |  $SYY | SYSCO CORP | $4.2M | 0.1% | -1% | 54.7 |
| 142 | — | ISHARES TR - MSCI EMG MKT ETF | $4.1M | 0.1% | -22% | — |
| 143 | — | ISHARES TR - CORE S&P TTL STK | $4.0M | 0.1% | +0% | — |
| 144 |  $ABBV | AbbVie Inc. | $3.9M | 0.1% | -0% | 72.6 |
| 145 | — | VANGUARD WORLD FD - INF TECH ETF | $3.9M | 0.1% | +638% | — |
| 146 |  $AXP | AMERICAN EXPRESS CO | $3.8M | 0.1% | +0% | 69.4 |
| 147 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.8M | 0.1% | -3% | — |
| 148 |  $DE | DEERE & CO | $3.5M | 0.1% | -0% | 55.4 |
| 149 |  $LOW | LOWES COMPANIES INC | $3.3M | 0.1% | +1% | 60.8 |
| 150 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $3.2M | 0.1% | +7% | — |
| 151 | — | ISHARES TR - MSCI ACWI EX US | $3.2M | 0.1% | -5% | — |
| 152 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $3.1M | 0.1% | -1% | — |
| 153 |  $BA | BOEING CO | $3.1M | 0.1% | +1% | 61.6 |
| 154 | — | ISHARES TR - RUSSELL 3000 ETF | $3.0M | 0.1% | -4% | — |
| 155 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $3.0M | 0.1% | -6% | — |
| 156 |  $JCI | Johnson Controls International plc | $2.8M | 0.1% | +0% | — |
| 157 |  $QCOM | QUALCOMM INC/DE | $2.8M | 0.1% | -0% | 70.5 |
| 158 |  $AMT | AMERICAN TOWER CORP /MA/ | $2.8M | 0.1% | -30% | 66.3 |
| 159 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $2.7M | 0.1% | -4% | — |
| 160 |  $NKE | NIKE, Inc. | $2.6M | 0.1% | -0% | 49.3 |
| 161 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $2.5M | 0.0% | -0% | — |
| 162 |  $OMER | OMEROS CORP | $2.5M | 0.0% | +0% | — |
| 163 |  $FTV | Fortive Corp | $2.0M | 0.0% | -25% | 57 |
| 164 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $2.0M | 0.0% | +8% | — |
| 165 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.9M | 0.0% | -1% | 69.8 |
| 166 | — | VANGUARD INDEX FDS - VALUE ETF | $1.8M | 0.0% | +4% | — |
| 167 |  $GLD | SPDR GOLD TRUST | $1.8M | 0.0% | +0% | — |
| 168 |  $BDX | BECTON DICKINSON & CO | $1.8M | 0.0% | -22% | 59 |
| 169 |  $EMR | EMERSON ELECTRIC CO | $1.8M | 0.0% | -1% | 65.3 |
| 170 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $1.7M | 0.0% | -6% | — |
| 171 |  $J | JACOBS SOLUTIONS INC. | $1.7M | 0.0% | -0% | 64.3 |
| 172 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $1.7M | 0.0% | -1% | — |
| 173 |  $PM | Philip Morris International Inc. | $1.6M | 0.0% | -2% | 75.9 |
| 174 |  $ABT | ABBOTT LABORATORIES | $1.6M | 0.0% | +3% | 65.5 |
| 175 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $1.6M | 0.0% | -6% | — |
| 176 |  $WDC | WESTERN DIGITAL CORP | $1.5M | 0.0% | NEW | 80.7 |
| 177 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.5M | 0.0% | -4% | 70.4 |
| 178 |  $BZH | BEAZER HOMES USA INC | $1.5M | 0.0% | +0% | 30.9 |
| 179 |  $CPRT | COPART INC | $1.4M | 0.0% | -0% | 69.1 |
| 180 | — | VANGUARD STAR FDS - VG TL INTL STK F | $1.4M | 0.0% | -18% | — |
| 181 |  $BLK | BlackRock, Inc. | $1.4M | 0.0% | -1% | 70 |
| 182 |  $SNDK | Sandisk Corp | $1.4M | 0.0% | NEW | 87.7 |
| 183 | — | ISHARES TR - CORE 80 20 ETF | $1.4M | 0.0% | +0% | — |
| 184 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $1.4M | 0.0% | -2% | — |
| 185 |  $PFE | PFIZER INC | $1.4M | 0.0% | -2% | 62 |
| 186 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $1.3M | 0.0% | +0% | 66.3 |
| 187 | — | VANGUARD INDEX FDS - GROWTH ETF | $1.3M | 0.0% | +546% | — |
| 188 |  $CVS | CVS HEALTH Corp | $1.3M | 0.0% | -1% | 59.4 |
| 189 |  $ACN | Accenture plc | $1.2M | 0.0% | -0% | — |
| 190 | — | J P MORGAN EXCHANGE TRADED F - BETA DEVE EX ETF | $1.2M | 0.0% | -47% | — |
| 191 |  $PAYX | PAYCHEX INC | $1.2M | 0.0% | +1% | 74.6 |
| 192 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $1.1M | 0.0% | -23% | — |
| 193 |  $CTAS | CINTAS CORP | $1.1M | 0.0% | -38% | 68.7 |
| 194 |  $CL | COLGATE PALMOLIVE CO | $1.1M | 0.0% | -17% | 61.3 |
| 195 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $1.1M | 0.0% | +0% | — |
| 196 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $1.1M | 0.0% | -4% | — |
| 197 |  $FFIV | F5, INC. | $1.1M | 0.0% | +0% | 66.9 |
| 198 |  $IAU | ISHARES GOLD TRUST | $1.1M | 0.0% | +6% | — |
| 199 | — | ISHARES TR - CORE US AGGBD ET | $1.1M | 0.0% | +10% | — |
| 200 |  $USB | US BANCORP \DE\ | $1.1M | 0.0% | -0% | 65.3 |
| 201 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $1.1M | 0.0% | +5% | — |
| 202 |  $VZ | VERIZON COMMUNICATIONS INC | $1.0M | 0.0% | -8% | 65.8 |
| 203 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $967,546 | 0.0% | +2% | — |
| 204 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $958,689 | 0.0% | +3% | 75.4 |
| 205 |  $FISV | FISERV INC | $958,683 | 0.0% | -29% | 60.7 |
| 206 |  $BALL | BALL Corp | $954,783 | 0.0% | -3% | 61.1 |
| 207 |  $MO | ALTRIA GROUP, INC. | $931,537 | 0.0% | -0% | 67.4 |
| 208 |  $TFC | TRUIST FINANCIAL CORP | $908,169 | 0.0% | -0% | 76.4 |
| 209 |  $GS | GOLDMAN SACHS GROUP INC | $907,384 | 0.0% | +18% | 73.5 |
| 210 | — | ISHARES TR - DOW JONES US ETF | $907,026 | 0.0% | -8% | — |
| 211 |  $GM | General Motors Co | $901,139 | 0.0% | +0% | 54.3 |
| 212 |  $GEHC | GE HealthCare Technologies Inc. | $901,069 | 0.0% | -88% | 55.7 |
| 213 |  $IRM | IRON MOUNTAIN INC | $874,445 | 0.0% | -0% | 62.9 |
| 214 |  $HUM | HUMANA INC | $819,699 | 0.0% | +0% | 58.9 |
| 215 |  $RKLB | Rocket Lab Corp | $814,115 | 0.0% | -49% | 39.9 |
| 216 |  $DG | DOLLAR GENERAL CORP | $794,375 | 0.0% | -1% | 59.5 |
| 217 | — | VANGUARD WORLD FD - ESG US STK ETF | $778,233 | 0.0% | +0% | — |
| 218 |  $STZ | CONSTELLATION BRANDS, INC. | $753,590 | 0.0% | -5% | 59.8 |
| 219 |  $RPM | RPM INTERNATIONAL INC/DE/ | $745,595 | 0.0% | -0% | 59.6 |
| 220 |  $ZTS | Zoetis Inc. | $720,018 | 0.0% | -1% | 68.6 |
| 221 | — | ISHARES TR - CORE MSCI EURO | $712,191 | 0.0% | +0% | — |
| 222 |  $CSGP | COSTAR GROUP, INC. | $706,415 | 0.0% | -33% | 57.8 |
| 223 |  $STX | Seagate Technology Holdings plc | $689,796 | 0.0% | +1% | — |
| 224 |  $WM | WASTE MANAGEMENT INC | $687,010 | 0.0% | -1% | 67.6 |
| 225 |  $PHYS | Sprott Physical Gold Trust | $684,920 | 0.0% | -10% | — |
| 226 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $664,335 | 0.0% | -8% | — |
| 227 | — | ISHARES TR - S&P 500 GRWT ETF | $635,664 | 0.0% | +12% | — |
| 228 |  $KMB | KIMBERLY CLARK CORP | $634,903 | 0.0% | -0% | 58.7 |
| 229 |  $MMM | 3M CO | $628,279 | 0.0% | -5% | 64.9 |
| 230 |  $WMB | WILLIAMS COMPANIES, INC. | $627,356 | 0.0% | +23% | 64.3 |
| 231 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $626,686 | 0.0% | -0% | 62.6 |
| 232 |  $HFWA | HERITAGE FINANCIAL CORP /WA/ | $621,162 | 0.0% | +0% | 61 |
| 233 |  $RACE | Ferrari N.V. | $608,695 | 0.0% | -0% | — |
| 234 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $600,781 | 0.0% | +41% | — |
| 235 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $597,409 | 0.0% | +0% | — |
| 236 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $594,133 | 0.0% | -0% | 61.7 |
| 237 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $569,021 | 0.0% | -5% | — |
| 238 | — | ISHARES TR - MSCI USA QLT FCT | $568,105 | 0.0% | +0% | — |
| 239 |  $FERG | Ferguson Enterprises Inc. /DE/ | $563,629 | 0.0% | -0% | 52.2 |
| 240 |  $GD | GENERAL DYNAMICS CORP | $561,449 | 0.0% | +5% | 68.7 |
| 241 |  $WEC | WEC ENERGY GROUP, INC. | $559,562 | 0.0% | +0% | 60.1 |
| 242 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $558,176 | 0.0% | +4% | — |
| 243 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $551,973 | 0.0% | -39% | — |
| 244 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $547,060 | 0.0% | +2% | — |
| 245 |  $WELL | WELLTOWER INC. | $544,502 | 0.0% | -0% | 59.8 |
| 246 |  $AFL | AFLAC INC | $542,399 | 0.0% | -0% | 61.3 |
| 247 |  $LMT | LOCKHEED MARTIN CORP | $527,546 | 0.0% | -5% | 65.6 |
| 248 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $519,025 | 0.0% | +0% | — |
| 249 | — | ISHARES TR - IBOXX HI YD ETF | $518,286 | 0.0% | +0% | — |
| 250 |  $EL | ESTEE LAUDER COMPANIES INC | $505,833 | 0.0% | -0% | 51.2 |
| 251 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $500,487 | 0.0% | -9% | — |
| 252 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $495,482 | 0.0% | -94% | 60.9 |
| 253 | — | ISHARES TR - CORE MSCI EAFE | $486,576 | 0.0% | +41% | — |
| 254 |  $ASML | ASML HOLDING NV | $483,434 | 0.0% | +14% | — |
| 255 |  $APTV | Aptiv PLC | $482,509 | 0.0% | -0% | — |
| 256 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $480,396 | 0.0% | +0% | — |
| 257 |  $AYI | ACUITY INC. (DE) | $469,354 | 0.0% | -14% | 66.9 |
| 258 |  $APD | Air Products & Chemicals, Inc. | $447,393 | 0.0% | -8% | 46.4 |
| 259 | — | SPDR SERIES TRUST - ST STR NYSE TECH | $441,435 | 0.0% | +0% | — |
| 260 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $436,966 | 0.0% | +0% | — |
| 261 | — | ISHARES TR - S&P 100 ETF | $400,994 | 0.0% | +0% | — |
| 262 | — | ISHARES INC - CORE MSCI EMKT | $399,225 | 0.0% | +0% | — |
| 263 | — | ISHARES TR - US AER DEF ETF | $398,539 | 0.0% | +6% | — |
| 264 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $390,624 | 0.0% | +0% | — |
| 265 | — | ISHARES TR - INTL SEL DIV ETF | $388,904 | 0.0% | +0% | — |
| 266 | — | SPDR SERIES TRUST - ST STR SP500DIV | $387,978 | 0.0% | +0% | — |
| 267 |  $ADI | ANALOG DEVICES INC | $376,915 | 0.0% | -8% | 79.2 |
| 268 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $373,280 | 0.0% | -94% | 64.1 |
| 269 | — | ISHARES TR - US HLTHCARE ETF | $370,298 | 0.0% | -15% | — |
| 270 | — | GLOBAL X FDS - GLBL X MLP ETF | $369,809 | 0.0% | -6% | — |
| 271 |  $KLAC | KLA CORP | $365,070 | 0.0% | NEW | 78.6 |
| 272 |  $SO | SOUTHERN CO | $361,802 | 0.0% | -2% | 62 |
| 273 |  $TT | Trane Technologies plc | $354,618 | 0.0% | -0% | — |
| 274 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $345,494 | 0.0% | +0% | — |
| 275 |  $EPAM | EPAM Systems, Inc. | $342,396 | 0.0% | -2% | 58.9 |
| 276 | — | FIDELITY COVINGTON TRUST - MSCI COMMNTN SVC | $341,217 | 0.0% | -4% | — |
| 277 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $341,207 | 0.0% | +0% | 61.4 |
| 278 |  $PSLV | Sprott Physical Silver Trust | $334,603 | 0.0% | -30% | — |
| 279 |  $NSC | NORFOLK SOUTHERN CORP | $331,893 | 0.0% | +2% | 63.2 |
| 280 |  $AZO | AUTOZONE INC | $325,986 | 0.0% | +0% | 66.2 |
| 281 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $325,257 | 0.0% | NEW | 73.7 |
| 282 | $IVZ | Invesco Ltd. | $311,217 | 0.0% | +0% | — |
| 283 |  $TSBK | TIMBERLAND BANCORP INC | $307,666 | 0.0% | +0% | 54.1 |
| 284 |  $BSX | BOSTON SCIENTIFIC CORP | $307,601 | 0.0% | -94% | 77.5 |
| 285 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $306,361 | 0.0% | +0% | — |
| 286 |  $EBAY | EBAY INC | $304,519 | 0.0% | +1% | 66.4 |
| 287 |  $WSM | WILLIAMS SONOMA INC | $303,963 | 0.0% | +0% | 66.1 |
| 288 |  $KMI | KINDER MORGAN, INC. | $302,820 | 0.0% | -0% | 71.3 |
| 289 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $296,190 | 0.0% | -2% | 62.9 |
| 290 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $294,701 | 0.0% | -6% | — |
| 291 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | $294,449 | 0.0% | +14% | — |
| 292 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $294,035 | 0.0% | -0% | — |
| 293 |  $NVS | NOVARTIS AG | $292,440 | 0.0% | +9% | — |
| 294 |  $FCX | FREEPORT-MCMORAN INC | $291,118 | 0.0% | -1% | 62 |
| 295 | — | INVESCO EXCHANGE TRADED FD T - RAFI US 1500 | $288,610 | 0.0% | +0% | — |
| 296 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $287,401 | 0.0% | NEW | — |
| 297 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $284,756 | 0.0% | +3% | — |
| 298 |  $WY | WEYERHAEUSER CO | $284,643 | 0.0% | -8% | 51.3 |
| 299 |  $GWRE | Guidewire Software, Inc. | $282,400 | 0.0% | -92% | 67.3 |
| 300 |  $ROK | ROCKWELL AUTOMATION, INC | $280,805 | 0.0% | -29% | 63.6 |
| 301 |  $BANR | BANNER CORP | $272,338 | 0.0% | +0% | — |
| 302 |  $ITW | ILLINOIS TOOL WORKS INC | $272,092 | 0.0% | +3% | 63.6 |
| 303 |  $GLW | CORNING INC /NY | $271,012 | 0.0% | -38% | 73.7 |
| 304 |  $GBCI | GLACIER BANCORP, INC. | $270,383 | 0.0% | +0% | 68.1 |
| 305 |  $CMI | CUMMINS INC | $269,615 | 0.0% | NEW | 58.1 |
| 306 | — | SPDR SERIES TRUST - ST INTER BD ETF | $265,941 | 0.0% | +0% | — |
| 307 | — | AMPLIFY ETF TR - BLACKSWAN GRWT | $245,911 | 0.0% | NEW | — |
| 308 |  $PSA | Public Storage | $245,418 | 0.0% | +0% | 69.1 |
| 309 | $IVZ | Invesco Ltd. | $245,253 | 0.0% | NEW | — |
| 310 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $242,163 | 0.0% | +0% | — |
| 311 |  $T | AT&T INC. | $241,844 | 0.0% | -10% | 65.7 |
| 312 | — | SPDR SERIES TRUST - ST STR P500GRW | $240,847 | 0.0% | -29% | — |
| 313 |  $DLR | DIGITAL REALTY TRUST, INC. | $233,454 | 0.0% | -2% | 72.8 |
| 314 |  $NVO | NOVO NORDISK A S | $233,037 | 0.0% | NEW | — |
| 315 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $232,586 | 0.0% | NEW | — |
| 316 |  $COR | Cencora, Inc. | $231,761 | 0.0% | -14% | 61.1 |
| 317 |  $PHM | PULTEGROUP INC/MI/ | $230,409 | 0.0% | NEW | 55.3 |
| 318 | — | ISHARES TR - TIPS BD ETF | $230,198 | 0.0% | +4% | — |
| 319 | — | ISHARES TR - MSCI USA MIN ETF | $226,681 | 0.0% | -11% | — |
| 320 |  $VMI | VALMONT INDUSTRIES INC | $222,673 | 0.0% | NEW | 60.7 |
| 321 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | $221,511 | 0.0% | NEW | — |
| 322 | — | ISHARES TR - S&P SML 600 GWT | $218,175 | 0.0% | NEW | — |
| 323 |  $WT | WisdomTree, Inc. | $215,681 | 0.0% | +0% | 59.9 |
| 324 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $213,746 | 0.0% | NEW | — |
| 325 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $210,314 | 0.0% | -45% | 66.8 |
| 326 |  $TTD | Trade Desk, Inc. | $207,758 | 0.0% | NEW | 72.4 |
| 327 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $206,983 | 0.0% | NEW | — |
| 328 | — | ISHARES TR - ESG AWR MSCI USA | $201,315 | 0.0% | NEW | — |
| 329 |  $NRDS | NERDWALLET, INC. | $149,721 | 0.0% | -33% | 63.4 |
| 330 |  $RVSB | RIVERVIEW BANCORP INC | $122,431 | 0.0% | +0% | 20.3 |
| 331 |  $NAUT | Nautilus Biotechnology, Inc. | $56,100 | 0.0% | +0% | — |
| 332 |  $ONCY | ONCOLYTICS BIOTECH INC | $37,996 | 0.0% | NEW | — |
| 333 |  $WIT | WIPRO LTD | $27,000 | 0.0% | +0% | — |
New Positions (22)
ISHARES TR - RUSEL 2500 ETF$25.6M
ISHARES INC - MSCI STH KOR ETF$12.5M
$DAL DELTA AIR LINES, INC.$9.7M$HONA Honeywell Aerospace Inc.$9.7M$WDC WESTERN DIGITAL CORP$1.5M$SNDK Sandisk Corp$1.4M$KLAC KLA CORP$365,070$PNC PNC FINANCIAL SERVICES GROUP, INC.$325,257 VANGUARD BD INDEX FDS - TOTAL BND MRKT$287,401
$CMI CUMMINS INC$269,615 AMPLIFY ETF TR - BLACKSWAN GRWT$245,911
$NVO NOVO NORDISK A S$233,037 VANGUARD INDEX FDS - SML CP GRW ETF$232,586
$PHM PULTEGROUP INC/MI/$230,409$VMI VALMONT INDUSTRIES INC$222,673Exited Positions (18)
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