Filed: 7/31/2026ACC: 0001895362-26-000006
📋 What this filing means
BADGLEY PHELPS WEALTH MANAGERS, LLC filed this quarterly 13F‑HR report disclosing 333 equity positions with a total reported market value of $5.71B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
333
Positions
$5.71B
Total AUM (reported)
36.24M
Total Shares
Allocation by class
COM$2.93B51.3%
MSCI EAFE ETF$239.67M4.2%
SMALL CP ETF$198.01M3.5%
COM NEW$197.32M3.5%
FTSE EMR MKT ETF$151.51M2.7%
CORE S&P MCP ETF$140.46M2.5%
VAN FTSE DEV MKT$135.65M2.4%
Portfolio Concentration
Top 3$762.31M13.4%
4–10$1.13B19.9%
11–25$1.24B21.7%
Rest$2.57B45.1%
Top 3 weight
13.4%
Top 10 weight
33.2%
Voting Authority Distribution
Total shares with voting rights: 36.24M
Sole
Full voting authority
35.05M
shares
% of voting shares96.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.19M
shares
% of voting shares3.3%
Investment Discretion (by position count)
Sole333
Shared0
Other0
Dominant voting typeSole · 96.7% of voting shares
Institutional Holdings333
Rows:
NVIDIA CORPORATION
SOLEShares1.36M
TypeSH
Market value$271.70M
4.76%
Sole
1.30M
Shared
0.00
None
57.56K
APPLE INC
SOLEShares861.39K
TypeSH
Market value$249.25M
4.37%
Sole
828.44K
Shared
0.00
None
32.95K
MICROSOFT CORP
SOLEShares647.05K
TypeSH
Market value$241.36M
4.23%
Sole
623.97K
Shared
0.00
None
23.08K
ISHARES TR
SOLEShares2.31M
TypeSH
Market value$239.67M
4.20%
Sole
2.22M
Shared
0.00
None
83.24K
VANGUARD INDEX FDS
SOLEShares653.24K
TypeSH
Market value$198.01M
3.47%
Sole
627.66K
Shared
0.00
None
25.58K
AMAZON COM INC
SOLEShares645.45K
TypeSH
Market value$153.84M
2.69%
Sole
623.16K
Shared
0.00
None
22.29K
VANGUARD INTL EQUITY INDEX F
SOLEShares2.54M
TypeSH
Market value$151.51M
2.65%
Sole
2.47M
Shared
0.00
None
71.75K
ISHARES TR
SOLEShares1.82M
TypeSH
Market value$140.46M
2.46%
Sole
1.72M
Shared
0.00
None
104.87K
VANGUARD TAX-MANAGED FDS
SOLEShares1.90M
TypeSH
Market value$135.65M
2.38%
Sole
1.84M
Shared
0.00
None
68.60K
ALPHABET INC
SOLEShares327.32K
TypeSH
Market value$115.65M
2.03%
Sole
313.11K
Shared
0.00
None
14.21K
ALPHABET INC
SOLEShares311.23K
TypeSH
Market value$111.22M
1.95%
Sole
299.82K
Shared
0.00
None
11.41K
ELI LILLY & CO
SOLEShares92.64K
TypeSH
Market value$111.12M
1.95%
Sole
89.44K
Shared
0.00
None
3.20K
ISHARES TR
SOLEShares228.37K
TypeSH
Market value$89.97M
1.58%
Sole
221.21K
Shared
0.00
None
7.17K
JPMORGAN CHASE & CO
SOLEShares274.63K
TypeSH
Market value$89.90M
1.57%
Sole
261.15K
Shared
0.00
None
13.48K
LAM RESEARCH CORP
SOLEShares205.80K
TypeSH
Market value$89.23M
1.56%
Sole
189.66K
Shared
0.00
None
16.14K
ISHARES TR
SOLEShares397.94K
TypeSH
Market value$88.02M
1.54%
Sole
385.80K
Shared
0.00
None
12.14K
VANGUARD SCOTTSDALE FDS
SOLEShares1.49M
TypeSH
Market value$87.86M
1.54%
Sole
1.45M
Shared
0.00
None
35.27K
COSTCO WHOLESALE CORPORATION
SOLEShares90.60K
TypeSH
Market value$84.75M
1.48%
Sole
87.23K
Shared
0.00
None
3.37K
BROADCOM INC
SOLEShares206.43K
TypeSH
Market value$77.98M
1.37%
Sole
199.89K
Shared
0.00
None
6.53K
BERKSHIRE HATHAWAY INC DEL
SOLEShares152.89K
TypeSH
Market value$76.51M
1.34%
Sole
146.61K
Shared
0.00
None
6.29K
VISA INC
SOLEShares202.78K
TypeSH
Market value$69.57M
1.22%
Sole
194.48K
Shared
0.00
None
8.30K
META PLATFORMS INC
SOLEShares121.78K
TypeSH
Market value$68.60M
1.20%
Sole
117.01K
Shared
0.00
None
4.77K
CATERPILLAR INC
SOLEShares63.46K
TypeSH
Market value$67.58M
1.18%
Sole
61.07K
Shared
0.00
None
2.39K
PALO ALTO NETWORKS INC
SOLEShares187.89K
TypeSH
Market value$64.07M
1.12%
Sole
180.87K
Shared
0.00
None
7.01K
ISHARES TR
SOLEShares259.92K
TypeSH
Market value$63.01M
1.10%
Sole
254.16K
Shared
0.00
None
5.76K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.36M | SH | $271.70M 4.76% | 1.30M | 0.00 | 57.56K |
APPLE INCSOLE | COM | 861.39K | SH | $249.25M 4.37% | 828.44K | 0.00 | 32.95K |
MICROSOFT CORPSOLE | COM | 647.05K | SH | $241.36M 4.23% | 623.97K | 0.00 | 23.08K |
ISHARES TRSOLE | MSCI EAFE ETF | 2.31M | SH | $239.67M 4.20% | 2.22M | 0.00 | 83.24K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 653.24K | SH | $198.01M 3.47% | 627.66K | 0.00 | 25.58K |
AMAZON COM INCSOLE | COM | 645.45K | SH | $153.84M 2.69% | 623.16K | 0.00 | 22.29K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 2.54M | SH | $151.51M 2.65% | 2.47M | 0.00 | 71.75K |
ISHARES TRSOLE | CORE S&P MCP ETF | 1.82M | SH | $140.46M 2.46% | 1.72M | 0.00 | 104.87K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 1.90M | SH | $135.65M 2.38% | 1.84M | 0.00 | 68.60K |
ALPHABET INCSOLE | CAP STK CL C | 327.32K | SH | $115.65M 2.03% | 313.11K | 0.00 | 14.21K |
ALPHABET INCSOLE | CAP STK CL A | 311.23K | SH | $111.22M 1.95% | 299.82K | 0.00 | 11.41K |
ELI LILLY & COSOLE | COM | 92.64K | SH | $111.12M 1.95% | 89.44K | 0.00 | 3.20K |
ISHARES TRSOLE | RUS 2000 GRW ETF | 228.37K | SH | $89.97M 1.58% | 221.21K | 0.00 | 7.17K |
JPMORGAN CHASE & COSOLE | COM | 274.63K | SH | $89.90M 1.57% | 261.15K | 0.00 | 13.48K |
LAM RESEARCH CORPSOLE | COM NEW | 205.80K | SH | $89.23M 1.56% | 189.66K | 0.00 | 16.14K |
ISHARES TRSOLE | RUS 2000 VAL ETF | 397.94K | SH | $88.02M 1.54% | 385.80K | 0.00 | 12.14K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 1.49M | SH | $87.86M 1.54% | 1.45M | 0.00 | 35.27K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 90.60K | SH | $84.75M 1.48% | 87.23K | 0.00 | 3.37K |
BROADCOM INCSOLE | COM | 206.43K | SH | $77.98M 1.37% | 199.89K | 0.00 | 6.53K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 152.89K | SH | $76.51M 1.34% | 146.61K | 0.00 | 6.29K |
VISA INCSOLE | COM CL A | 202.78K | SH | $69.57M 1.22% | 194.48K | 0.00 | 8.30K |
META PLATFORMS INCSOLE | CL A | 121.78K | SH | $68.60M 1.20% | 117.01K | 0.00 | 4.77K |
CATERPILLAR INCSOLE | COM | 63.46K | SH | $67.58M 1.18% | 61.07K | 0.00 | 2.39K |
PALO ALTO NETWORKS INCSOLE | COM | 187.89K | SH | $64.07M 1.12% | 180.87K | 0.00 | 7.01K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 259.92K | SH | $63.01M 1.10% | 254.16K | 0.00 | 5.76K |
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