Filed: 1/28/2026ACC: 0001895362-26-000002
📋 What this filing means
BADGLEY PHELPS WEALTH MANAGERS, LLC filed this quarterly 13F‑HR report disclosing 327 equity positions with a total reported market value of $5.46B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
327
Positions
$5.46B
Total AUM (reported)
36.81M
Total Shares
Allocation by class
COM$2.91B53.4%
MSCI EAFE ETF$217.20M4.0%
SMALL CP ETF$197.54M3.6%
CL A$155.71M2.9%
COM NEW$142.27M2.6%
FTSE EMR MKT ETF$129.91M2.4%
CORE S&P MCP ETF$117.99M2.2%
Portfolio Concentration
Top 3$857.44M15.7%
4–10$1.05B19.1%
11–25$1.17B21.3%
Rest$2.39B43.8%
Top 3 weight
15.7%
Top 10 weight
34.8%
Voting Authority Distribution
Total shares with voting rights: 36.81M
Sole
Full voting authority
35.56M
shares
% of voting shares96.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.25M
shares
% of voting shares3.4%
Investment Discretion (by position count)
Sole327
Shared0
Other0
Dominant voting typeSole · 96.6% of voting shares
Institutional Holdings327
Rows:
MICROSOFT CORP
SOLEShares686.13K
TypeSH
Market value$331.83M
6.08%
Sole
662.92K
Shared
0.00
None
23.21K
APPLE INC
SOLEShares979.82K
TypeSH
Market value$266.37M
4.88%
Sole
947.84K
Shared
0.00
None
31.97K
NVIDIA CORPORATION
SOLEShares1.39M
TypeSH
Market value$259.24M
4.75%
Sole
1.33M
Shared
0.00
None
58.07K
ISHARES TR
SOLEShares2.26M
TypeSH
Market value$217.20M
3.98%
Sole
2.18M
Shared
0.00
None
85.72K
VANGUARD INDEX FDS
SOLEShares765.83K
TypeSH
Market value$197.54M
3.62%
Sole
735.22K
Shared
0.00
None
30.61K
AMAZON COM INC
SOLEShares671.03K
TypeSH
Market value$154.89M
2.84%
Sole
648.50K
Shared
0.00
None
22.54K
VANGUARD INTL EQUITY INDEX F
SOLEShares2.42M
TypeSH
Market value$129.91M
2.38%
Sole
2.34M
Shared
0.00
None
74.30K
ISHARES TR
SOLEShares1.79M
TypeSH
Market value$117.99M
2.16%
Sole
1.68M
Shared
0.00
None
107.75K
VANGUARD TAX-MANAGED FDS
SOLEShares1.82M
TypeSH
Market value$113.85M
2.09%
Sole
1.75M
Shared
0.00
None
70.81K
ALPHABET INC
SOLEShares363.08K
TypeSH
Market value$113.65M
2.08%
Sole
349.75K
Shared
0.00
None
13.34K
ELI LILLY & CO
SOLEShares103.52K
TypeSH
Market value$111.25M
2.04%
Sole
100.23K
Shared
0.00
None
3.28K
JPMORGAN CHASE & CO.
SOLEShares321.60K
TypeSH
Market value$103.63M
1.90%
Sole
306.30K
Shared
0.00
None
15.30K
ALPHABET INC
SOLEShares328.63K
TypeSH
Market value$103.12M
1.89%
Sole
315.57K
Shared
0.00
None
13.06K
VANGUARD SCOTTSDALE FDS
SOLEShares1.46M
TypeSH
Market value$87.33M
1.60%
Sole
1.42M
Shared
0.00
None
33.90K
META PLATFORMS INC
SOLEShares131.45K
TypeSH
Market value$86.77M
1.59%
Sole
126.50K
Shared
0.00
None
4.96K
COSTCO WHSL CORP NEW
SOLEShares91.03K
TypeSH
Market value$78.50M
1.44%
Sole
87.69K
Shared
0.00
None
3.35K
BERKSHIRE HATHAWAY INC DEL
SOLEShares149.37K
TypeSH
Market value$75.08M
1.38%
Sole
142.93K
Shared
0.00
None
6.44K
ISHARES TR
SOLEShares223.02K
TypeSH
Market value$72.04M
1.32%
Sole
215.72K
Shared
0.00
None
7.30K
VISA INC
SOLEShares203.03K
TypeSH
Market value$71.20M
1.30%
Sole
194.91K
Shared
0.00
None
8.12K
ISHARES TR
SOLEShares386.69K
TypeSH
Market value$70.07M
1.28%
Sole
374.24K
Shared
0.00
None
12.46K
ISHARES TR
SOLEShares684.26K
TypeSH
Market value$65.87M
1.21%
Sole
663.97K
Shared
0.00
None
20.29K
BROADCOM INC
SOLEShares186.90K
TypeSH
Market value$64.69M
1.18%
Sole
180.89K
Shared
0.00
None
6.01K
ISHARES TR
SOLEShares284.28K
TypeSH
Market value$59.80M
1.10%
Sole
277.61K
Shared
0.00
None
6.67K
ISHARES TR
SOLEShares240.75K
TypeSH
Market value$59.26M
1.09%
Sole
235.43K
Shared
0.00
None
5.32K
ISHARES TR
SOLEShares119.68K
TypeSH
Market value$56.65M
1.04%
Sole
116.45K
Shared
0.00
None
3.23K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 686.13K | SH | $331.83M 6.08% | 662.92K | 0.00 | 23.21K |
APPLE INCSOLE | COM | 979.82K | SH | $266.37M 4.88% | 947.84K | 0.00 | 31.97K |
NVIDIA CORPORATIONSOLE | COM | 1.39M | SH | $259.24M 4.75% | 1.33M | 0.00 | 58.07K |
ISHARES TRSOLE | MSCI EAFE ETF | 2.26M | SH | $217.20M 3.98% | 2.18M | 0.00 | 85.72K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 765.83K | SH | $197.54M 3.62% | 735.22K | 0.00 | 30.61K |
AMAZON COM INCSOLE | COM | 671.03K | SH | $154.89M 2.84% | 648.50K | 0.00 | 22.54K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 2.42M | SH | $129.91M 2.38% | 2.34M | 0.00 | 74.30K |
ISHARES TRSOLE | CORE S&P MCP ETF | 1.79M | SH | $117.99M 2.16% | 1.68M | 0.00 | 107.75K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 1.82M | SH | $113.85M 2.09% | 1.75M | 0.00 | 70.81K |
ALPHABET INCSOLE | CAP STK CL A | 363.08K | SH | $113.65M 2.08% | 349.75K | 0.00 | 13.34K |
ELI LILLY & COSOLE | COM | 103.52K | SH | $111.25M 2.04% | 100.23K | 0.00 | 3.28K |
JPMORGAN CHASE & CO.SOLE | COM | 321.60K | SH | $103.63M 1.90% | 306.30K | 0.00 | 15.30K |
ALPHABET INCSOLE | CAP STK CL C | 328.63K | SH | $103.12M 1.89% | 315.57K | 0.00 | 13.06K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 1.46M | SH | $87.33M 1.60% | 1.42M | 0.00 | 33.90K |
META PLATFORMS INCSOLE | CL A | 131.45K | SH | $86.77M 1.59% | 126.50K | 0.00 | 4.96K |
COSTCO WHSL CORP NEWSOLE | COM | 91.03K | SH | $78.50M 1.44% | 87.69K | 0.00 | 3.35K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 149.37K | SH | $75.08M 1.38% | 142.93K | 0.00 | 6.44K |
ISHARES TRSOLE | RUS 2000 GRW ETF | 223.02K | SH | $72.04M 1.32% | 215.72K | 0.00 | 7.30K |
VISA INCSOLE | COM CL A | 203.03K | SH | $71.20M 1.30% | 194.91K | 0.00 | 8.12K |
ISHARES TRSOLE | RUS 2000 VAL ETF | 386.69K | SH | $70.07M 1.28% | 374.24K | 0.00 | 12.46K |
ISHARES TRSOLE | RUS MID CAP ETF | 684.26K | SH | $65.87M 1.21% | 663.97K | 0.00 | 20.29K |
BROADCOM INCSOLE | COM | 186.90K | SH | $64.69M 1.18% | 180.89K | 0.00 | 6.01K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 284.28K | SH | $59.80M 1.10% | 277.61K | 0.00 | 6.67K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 240.75K | SH | $59.26M 1.09% | 235.43K | 0.00 | 5.32K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 119.68K | SH | $56.65M 1.04% | 116.45K | 0.00 | 3.23K |
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