Holders — by stockHoldings — by fund
Badgley Phelps Wealth Managers, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1895362
$5.71B
disclosed book value
333
positions
4.8%
largest position share
Positions, as of 2026-06-30
top 100 of 333 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 1.4M | $271.7M | 4.8% |
| 2 | AAPLAPPLE INC | 861,390 | $249.3M | 4.4% |
| 3 | MSFTMICROSOFT CORP | 647,049 | $241.4M | 4.2% |
| 4 | EFAISHARES TR | 2.3M | $239.7M | 4.2% |
| 5 | VBVANGUARD INDEX FDS | 653,239 | $198.0M | 3.5% |
| 6 | AMZNAMAZON COM INC | 645,446 | $153.8M | 2.7% |
| 7 | VWOVANGUARD INTL EQUITY INDEX F | 2.5M | $151.5M | 2.7% |
| 8 | IJHISHARES TR | 1.8M | $140.5M | 2.5% |
| 9 | VEAVANGUARD TAX-MANAGED FDS | 1.9M | $135.7M | 2.4% |
| 10 | GOOGALPHABET INC | 327,319 | $115.7M | 2% |
| 11 | GOOGLALPHABET INC | 311,229 | $111.2M | 1.9% |
| 12 | LLYELI LILLY & CO | 92,643 | $111.1M | 1.9% |
| 13 | IWOISHARES TR | 228,374 | $90.0M | 1.6% |
| 14 | JPMJPMORGAN CHASE & CO | 274,631 | $89.9M | 1.6% |
| 15 | LRCXLAM RESEARCH CORP | 205,801 | $89.2M | 1.6% |
| 16 | IWNISHARES TR | 397,941 | $88.0M | 1.5% |
| 17 | VGITVANGUARD SCOTTSDALE FDS | 1.5M | $87.9M | 1.5% |
| 18 | COSTCOSTCO WHOLESALE CORPORATION | 90,596 | $84.8M | 1.5% |
| 19 | AVGOBROADCOM INC | 206,427 | $78.0M | 1.4% |
| 20 | BRK/BBERKSHIRE HATHAWAY INC DEL | 152,894 | $76.5M | 1.3% |
| 21 | VVISA INC | 202,780 | $69.6M | 1.2% |
| 22 | METAMETA PLATFORMS INC | 121,778 | $68.6M | 1.2% |
| 23 | CATCATERPILLAR INC | 63,457 | $67.6M | 1.2% |
| 24 | PANWPALO ALTO NETWORKS INC | 187,888 | $64.1M | 1.1% |
| 25 | IWDISHARES TR | 259,924 | $63.0M | 1.1% |
| 26 | IWFISHARES TR | 506,793 | $62.9M | 1.1% |
| 27 | AMATAPPLIED MATLS INC | 82,648 | $59.8M | 1% |
| 28 | MSMORGAN STANLEY | 283,722 | $59.3M | 1% |
| 29 | IWRISHARES TR | 519,161 | $57.3M | 1% |
| 30 | VVVANGUARD INDEX FDS | 162,359 | $55.8M | 1% |
| 31 | SPYMSPDR SERIES TRUST | 623,005 | $54.7M | 1% |
| 32 | CSCOCISCO SYS INC | 461,916 | $54.3M | 1% |
| 33 | COLMCOLUMBIA SPORTSWEAR CO | 768,830 | $47.5M | 0.8% |
| 34 | WMTWALMART INC | 387,161 | $43.8M | 0.8% |
| 35 | LINDE PLC | 78,282 | $40.6M | 0.7% |
| 36 | RSPINVESCO EXCHANGE TRADED FD T | 190,488 | $40.5M | 0.7% |
| 37 | VLOVALERO ENERGY CORP | 155,460 | $40.5M | 0.7% |
| 38 | BIVVANGUARD BD INDEX FDS | 523,833 | $40.2M | 0.7% |
| 39 | JNJJOHNSON & JOHNSON | 158,087 | $40.1M | 0.7% |
| 40 | BACBANK OF AMER CORP | 690,617 | $39.4M | 0.7% |
| 41 | MRVLMARVELL TECHNOLOGY INC | 128,603 | $38.3M | 0.7% |
| 42 | IWPISHARES TR | 250,932 | $36.7M | 0.6% |
| 43 | PHPARKER-HANNIFIN CORP | 35,965 | $35.2M | 0.6% |
| 44 | IWMISHARES TR | 114,350 | $34.4M | 0.6% |
| 45 | MUMICRON TECHNOLOGY INC | 29,632 | $34.2M | 0.6% |
| 46 | TSLATESLA INC | 76,644 | $32.2M | 0.6% |
| 47 | PWRQUANTA SVCS INC | 43,980 | $31.7M | 0.6% |
| 48 | PGPROCTER & GAMBLE CO | 210,367 | $30.8M | 0.5% |
| 49 | HDHOME DEPOT INC | 86,970 | $30.7M | 0.5% |
| 50 | BKNGBOOKING HOLDINGS INC | 167,933 | $29.9M | 0.5% |
| 51 | IWSISHARES TR | 181,221 | $29.8M | 0.5% |
| 52 | NINISOURCE INC | 623,005 | $29.6M | 0.5% |
| 53 | VRTVERTIV HOLDINGS CO | 87,856 | $29.4M | 0.5% |
| 54 | PLDPROLOGIS INC. | 212,353 | $28.8M | 0.5% |
| 55 | VCITVANGUARD SCOTTSDALE FDS | 346,715 | $28.7M | 0.5% |
| 56 | UNPUNION PAC CORP | 101,873 | $27.7M | 0.5% |
| 57 | KOCOCA COLA CO | 333,789 | $27.3M | 0.5% |
| 58 | CHUBB LIMITED | 76,083 | $26.0M | 0.5% |
| 59 | SMMDISHARES TR | 279,503 | $25.6M | 0.4% |
| 60 | GEGE AEROSPACE | 67,368 | $25.2M | 0.4% |
| 61 | MCKMCKESSON CORP | 31,065 | $23.5M | 0.4% |
| 62 | URIUNITED RENTALS INC | 20,069 | $22.7M | 0.4% |
| 63 | NOWSERVICENOW INC | 228,323 | $22.7M | 0.4% |
| 64 | DHRDANAHER CORP DEL | 116,020 | $22.1M | 0.4% |
| 65 | JIREJ P MORGAN EXCHANGE TRADED F | 261,833 | $21.6M | 0.4% |
| 66 | CVXCHEVRON CORPORATION | 129,241 | $21.4M | 0.4% |
| 67 | TMOTHERMO FISHER SCIENTIFIC INC | 42,374 | $21.3M | 0.4% |
| 68 | EOGEOG RES INC | 161,405 | $20.9M | 0.4% |
| 69 | NEENEXTERA ENERGY INC | 233,824 | $20.5M | 0.4% |
| 70 | IWBISHARES TR | 49,009 | $20.1M | 0.4% |
| 71 | BARCLAYS BANK PLC | 457,278 | $20.0M | 0.4% |
| 72 | EATON CORP PLC | 46,032 | $19.6M | 0.3% |
| 73 | TXNTEXAS INSTRS INC | 65,136 | $19.4M | 0.3% |
| 74 | ORLYOREILLY AUTOMOTIVE INC | 209,216 | $19.3M | 0.3% |
| 75 | MDLZMONDELEZ INTL INC | 326,098 | $19.0M | 0.3% |
| 76 | PCARPACCAR INC | 157,047 | $18.9M | 0.3% |
| 77 | SYKSTRYKER CORPORATION | 59,172 | $18.7M | 0.3% |
| 78 | MRSHMARSH & MCLENNAN COS INC | 110,525 | $18.4M | 0.3% |
| 79 | MRKMERCK & CO INC | 140,620 | $18.2M | 0.3% |
| 80 | MEDTRONIC PLC | 229,163 | $18.1M | 0.3% |
| 81 | TJXTJX COS INC NEW | 119,132 | $18.0M | 0.3% |
| 82 | ECLECOLAB INC | 61,587 | $17.2M | 0.3% |
| 83 | ORCLORACLE CORP | 116,576 | $17.1M | 0.3% |
| 84 | SPYSTATE STR SPDR S&P 500 ETF T | 22,814 | $17.1M | 0.3% |
| 85 | LHXL3HARRIS TECHNOLOGIES INC | 58,492 | $17.0M | 0.3% |
| 86 | EXMOCEXXON MOBIL CORP | 123,778 | $16.9M | 0.3% |
| 87 | VEUVANGUARD INTL EQUITY INDEX F | 194,736 | $16.3M | 0.3% |
| 88 | CRMSALESFORCE INC | 102,773 | $16.1M | 0.3% |
| 89 | SHWSHERWIN WILLIAMS CO | 46,472 | $16.0M | 0.3% |
| 90 | MCDMCDONALDS CORP | 58,866 | $15.9M | 0.3% |
| 91 | GEVGE VERNOVA INC | 13,498 | $15.9M | 0.3% |
| 92 | CCKCROWN HLDGS INC | 140,119 | $15.7M | 0.3% |
| 93 | GILDGILEAD SCIENCES INC | 122,348 | $15.5M | 0.3% |
| 94 | APHAMPHENOL CORP | 83,503 | $14.7M | 0.3% |
| 95 | GVIISHARES TR | 137,101 | $14.5M | 0.3% |
| 96 | VTIVANGUARD INDEX FDS | 39,286 | $14.5M | 0.3% |
| 97 | SNXTD SYNNEX CORPORATION | 54,041 | $14.4M | 0.3% |
| 98 | KKRKKR & CO INC | 156,331 | $14.3M | 0.3% |
| 99 | DISDISNEY WALT CO | 147,132 | $14.3M | 0.2% |
| 100 | IBMINTERNATIONAL BUSINESS MACHS | 49,384 | $13.9M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.