Filed: 4/15/2026ACC: 0001895362-26-000004
📋 What this filing means
BADGLEY PHELPS WEALTH MANAGERS, LLC filed this quarterly 13F‑HR report disclosing 328 equity positions with a total reported market value of $5.02B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
328
Positions
$5.02B
Total AUM (reported)
35.56M
Total Shares
Allocation by class
COM$2.60B51.7%
MSCI EAFE ETF$219.41M4.4%
SMALL CP ETF$176.41M3.5%
CL A$137.34M2.7%
FTSE EMR MKT ETF$134.37M2.7%
COM NEW$127.58M2.5%
CORE S&P MCP ETF$121.41M2.4%
Portfolio Concentration
Top 3$694.16M13.8%
4–10$992.73M19.8%
11–25$1.06B21.2%
Rest$2.27B45.2%
Top 3 weight
13.8%
Top 10 weight
33.6%
Voting Authority Distribution
Total shares with voting rights: 35.56M
Sole
Full voting authority
34.41M
shares
% of voting shares96.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.14M
shares
% of voting shares3.2%
Investment Discretion (by position count)
Sole328
Shared0
Other0
Dominant voting typeSole · 96.8% of voting shares
Institutional Holdings328
Rows:
MICROSOFT CORP
SOLEShares643.36K
TypeSH
Market value$238.15M
4.74%
Sole
621K
Shared
0.00
None
22.36K
NVIDIA CORPORATION
SOLEShares1.36M
TypeSH
Market value$236.60M
4.71%
Sole
1.30M
Shared
0.00
None
55.66K
ISHARES TR
SOLEShares2.26M
TypeSH
Market value$219.41M
4.37%
Sole
2.17M
Shared
0.00
None
84.26K
APPLE INC
SOLEShares855.55K
TypeSH
Market value$217.13M
4.32%
Sole
823.94K
Shared
0.00
None
31.61K
VANGUARD INDEX FDS
SOLEShares673.53K
TypeSH
Market value$176.41M
3.51%
Sole
647.47K
Shared
0.00
None
26.07K
VANGUARD INTL EQUITY INDEX F
SOLEShares2.49M
TypeSH
Market value$134.37M
2.68%
Sole
2.41M
Shared
0.00
None
72.94K
AMAZON COM INC
SOLEShares642.57K
TypeSH
Market value$133.83M
2.66%
Sole
621.29K
Shared
0.00
None
21.28K
ISHARES TR
SOLEShares1.80M
TypeSH
Market value$121.41M
2.42%
Sole
1.69M
Shared
0.00
None
106.25K
VANGUARD TAX-MANAGED FDS
SOLEShares1.84M
TypeSH
Market value$117.90M
2.35%
Sole
1.77M
Shared
0.00
None
69.64K
ALPHABET INC
SOLEShares318.82K
TypeSH
Market value$91.68M
1.83%
Sole
307.29K
Shared
0.00
None
11.52K
ALPHABET INC
SOLEShares318.34K
TypeSH
Market value$91.32M
1.82%
Sole
305.29K
Shared
0.00
None
13.05K
COSTCO WHOLESALE CORPORATION
SOLEShares88.44K
TypeSH
Market value$88.12M
1.75%
Sole
85.17K
Shared
0.00
None
3.27K
VANGUARD SCOTTSDALE FDS
SOLEShares1.46M
TypeSH
Market value$87.15M
1.74%
Sole
1.43M
Shared
0.00
None
35.09K
ELI LILLY & CO
SOLEShares93.36K
TypeSH
Market value$85.87M
1.71%
Sole
90.27K
Shared
0.00
None
3.08K
JPMORGAN CHASE & CO
SOLEShares275.81K
TypeSH
Market value$81.13M
1.62%
Sole
262.24K
Shared
0.00
None
13.57K
ISHARES TR
SOLEShares390.28K
TypeSH
Market value$73.99M
1.47%
Sole
378.07K
Shared
0.00
None
12.21K
BERKSHIRE HATHAWAY INC DEL
SOLEShares153.71K
TypeSH
Market value$73.66M
1.47%
Sole
147.35K
Shared
0.00
None
6.36K
ISHARES TR
SOLEShares224.15K
TypeSH
Market value$70.34M
1.40%
Sole
216.94K
Shared
0.00
None
7.21K
META PLATFORMS INC
SOLEShares121.93K
TypeSH
Market value$69.76M
1.39%
Sole
117.38K
Shared
0.00
None
4.55K
ISHARES TR
SOLEShares689.68K
TypeSH
Market value$67.06M
1.34%
Sole
669.77K
Shared
0.00
None
19.90K
BROADCOM INC
SOLEShares203.51K
TypeSH
Market value$62.99M
1.25%
Sole
197.50K
Shared
0.00
None
6.01K
VISA INC
SOLEShares200.60K
TypeSH
Market value$60.63M
1.21%
Sole
192.54K
Shared
0.00
None
8.06K
ISHARES TR
SOLEShares251.50K
TypeSH
Market value$53.74M
1.07%
Sole
245.46K
Shared
0.00
None
6.04K
ISHARES TR
SOLEShares117.62K
TypeSH
Market value$50.15M
1.00%
Sole
114.74K
Shared
0.00
None
2.89K
SPDR SERIES TRUST
SOLEShares640.61K
TypeSH
Market value$49.03M
0.98%
Sole
628.52K
Shared
0.00
None
12.09K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 643.36K | SH | $238.15M 4.74% | 621K | 0.00 | 22.36K |
NVIDIA CORPORATIONSOLE | COM | 1.36M | SH | $236.60M 4.71% | 1.30M | 0.00 | 55.66K |
ISHARES TRSOLE | MSCI EAFE ETF | 2.26M | SH | $219.41M 4.37% | 2.17M | 0.00 | 84.26K |
APPLE INCSOLE | COM | 855.55K | SH | $217.13M 4.32% | 823.94K | 0.00 | 31.61K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 673.53K | SH | $176.41M 3.51% | 647.47K | 0.00 | 26.07K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 2.49M | SH | $134.37M 2.68% | 2.41M | 0.00 | 72.94K |
AMAZON COM INCSOLE | COM | 642.57K | SH | $133.83M 2.66% | 621.29K | 0.00 | 21.28K |
ISHARES TRSOLE | CORE S&P MCP ETF | 1.80M | SH | $121.41M 2.42% | 1.69M | 0.00 | 106.25K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 1.84M | SH | $117.90M 2.35% | 1.77M | 0.00 | 69.64K |
ALPHABET INCSOLE | CAP STK CL A | 318.82K | SH | $91.68M 1.83% | 307.29K | 0.00 | 11.52K |
ALPHABET INCSOLE | CAP STK CL C | 318.34K | SH | $91.32M 1.82% | 305.29K | 0.00 | 13.05K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 88.44K | SH | $88.12M 1.75% | 85.17K | 0.00 | 3.27K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 1.46M | SH | $87.15M 1.74% | 1.43M | 0.00 | 35.09K |
ELI LILLY & COSOLE | COM | 93.36K | SH | $85.87M 1.71% | 90.27K | 0.00 | 3.08K |
JPMORGAN CHASE & COSOLE | COM | 275.81K | SH | $81.13M 1.62% | 262.24K | 0.00 | 13.57K |
ISHARES TRSOLE | RUS 2000 VAL ETF | 390.28K | SH | $73.99M 1.47% | 378.07K | 0.00 | 12.21K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 153.71K | SH | $73.66M 1.47% | 147.35K | 0.00 | 6.36K |
ISHARES TRSOLE | RUS 2000 GRW ETF | 224.15K | SH | $70.34M 1.40% | 216.94K | 0.00 | 7.21K |
META PLATFORMS INCSOLE | CL A | 121.93K | SH | $69.76M 1.39% | 117.38K | 0.00 | 4.55K |
ISHARES TRSOLE | RUS MID CAP ETF | 689.68K | SH | $67.06M 1.34% | 669.77K | 0.00 | 19.90K |
BROADCOM INCSOLE | COM | 203.51K | SH | $62.99M 1.25% | 197.50K | 0.00 | 6.01K |
VISA INCSOLE | COM CL A | 200.60K | SH | $60.63M 1.21% | 192.54K | 0.00 | 8.06K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 251.50K | SH | $53.74M 1.07% | 245.46K | 0.00 | 6.04K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 117.62K | SH | $50.15M 1.00% | 114.74K | 0.00 | 2.89K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 640.61K | SH | $49.03M 0.98% | 628.52K | 0.00 | 12.09K |
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