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CIK: 0001895362
Total reported value
$5.7B
$5.7B
296 檔
17.9%
In Q2 2025, Badgley Phelps Wealth Managers, LLC's U.S. equity holdings reached a combined market value of $5.7B, distributed across 296 disclosed stock positions.
During Q2 2025, Badgley Phelps Wealth Managers, LLC performed routine portfolio adjustments (3 new buys, 21 additions, 25 trims, and 0 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 296 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.18% | -0.51% | +0.97% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.44% | +0.05% | -0.55% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.36% | -0.17% | -1.52% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.70% | +0.05% | -0.13% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.95% | +0.03% | -0.24% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 2.94% | -0.04% | +3.00% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.32% | +0.04% | +3.08% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.29% | -0.03% | -0.41% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.29% | +0.03% | -1.40% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.01% | -0.27% | -0.16% | |
| 11 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.01% | -0.20% | +38.00% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.91% | -0.05% | -0.66% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.80% | -0.19% | -0.45% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.59% | +0.01% | +0.51% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.54% | -0.13% | -9.79% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.47% | +0.24% | -2.07% | |
| 17 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.36% | +0.18% | +2.72% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.33% | -0.34% | +3.02% | |
| 19 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.29% | +0.07% | +2.73% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.19% | +0.21% | +1.45% | |
| 21 | NOW | Servicenow Inc | Stock-Tech | 1.13% | -0.07% | +0.40% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.12% | +0.12% | -2.00% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | -0.02% | -0.48% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.07% | +0.10% | +5.15% | |
| 25 | VV | Vanguard Large-cap ETF | ETF-Other | 1.05% | +0.03% | +0.96% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.05% | +0.03% | -0.65% | |
| 27 | COLM | Columbia Sportswear Co | Stock-Other | 1.04% | -0.01% | — | |
| 28 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.94% | -0.09% | +0.51% | |
| 29 | MS | Morgan Stanley | Stock-Financials | 0.90% | +0.09% | -0.26% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.86% | -0.20% | -0.41% | |
| 31 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.84% | -0.13% | -0.70% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.83% | +0.12% | +157.56% | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.77% | +0.56% | -0.28% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.74% | -0.06% | +0.21% | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.73% | +0.03% | -6.58% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.73% | +0.23% | -0.94% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.72% | -0.12% | -1.14% | |
| 38 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.72% | +0.01% | +1.15% | |
| 39 | LIN | Linde plc | Stock-Materials | 0.71% | -0.10% | -0.58% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.69% | +0.04% | +190.85% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.67% | -0.06% | +0.18% | |
| 42 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.64% | -0.07% | -0.89% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.63% | -0.04% | -1.84% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | -0.05% | -0.89% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.59% | +0.33% | +0.92% | |
| 46 | PH | Parker Hannifin CORP | Stock-Industrials | 0.53% | -0.01% | +1.49% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.51% | -0.03% | +1.16% | |
| 48 | NI | Nisource Inc | Stock-Utilities | 0.51% | -0.06% | +2.39% | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.50% | — | +0.06% | |
| 50 | PLD | Prologis Inc | Stock-Real Estate | 0.49% | -0.06% | +0.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.3% | +0.97% | Add |
| 2 | NVDA | Nvidia CORP | +1.1% | -0.55% | Trim |
| 3 | AVGO | Broadcom Inc | +0.6% | +157.56% | Add |
| 4 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +190.85% | Add |
| 5 | VGIT | Vanguard Intermediate-term T | +0.4% | +38.00% | Add |
| 6 | JIRE | Jpmorgan Int Res Enh Eqty | +0.4% | NEW | New buy |
| 7 | META | Meta Platforms Inc-class A | +0.3% | -0.45% | Trim |
| 8 | TRMB | Trimble Inc | +0.2% | NEW | New buy |
| 9 | UBER | Uber Technologies Inc | +0.2% | +2788.26% | Add |
| 10 | CI | THE Cigna Group | +0.2% | NEW | New buy |
| 11 | NOW | Servicenow Inc | +0.2% | +0.40% | Add |
| 12 | ORCL | Oracle CORP | +0.2% | -1.84% | Trim |
| 13 | AMZN | Amazon.com Inc | +0.2% | -0.24% | Trim |
| 14 | NFLX | Netflix Inc | +0.2% | +22.73% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -0.66% | Trim |
| 16 | IWF | Ishares Russell 1000 Growth | +0.1% | +5.15% | Add |
| 17 | BKNG | Booking Holdings Inc | +0.1% | -0.70% | Trim |
| 18 | MS | Morgan Stanley | +0.1% | -0.26% | Trim |
| 19 | VRT | Vertiv Holdings Co-a | +0.1% | +13.58% | Add |
| 20 | LRCX | Lam Research CORP | +0.1% | -1.98% | Trim |
| 21 | IWO | Ishares Russell 2000 Growth | +0.1% | +2.72% | Add |
| 22 | PANW | Palo Alto Networks Inc | +0.1% | -0.28% | Trim |
| 23 | TSLA | Tesla Inc | +0.1% | +5.88% | Add |
| 24 | GE | General Electric | +0.1% | +5.58% | Add |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | +1.45% | Add |
| 26 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +1.15% | Add |
| 27 | ETN | Eaton Corporation plc | +0.1% | +0.45% | Add |
| 28 | CAT | Caterpillar Inc | +0.1% | +0.92% | Add |
| 29 | VB | Vanguard Small-cap ETF | 0% | +3.00% | Add |
| 30 | VEA | Vanguard Ftse Developed ETF | 0% | -1.40% | Trim |
| 31 | IWR | Ishares Russell Mid-cap ETF | 0% | +3.02% | Add |
| 32 | GOOGL | Alphabet Inc-cl A | 0% | -2.00% | Trim |
| 33 | VV | Vanguard Large-cap ETF | 0% | +0.96% | Add |
| 34 | IJH | Ishares Core S&p Midcap ETF | 0% | +3.08% | Add |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | -0.48% | Trim |
| 36 | VWO | Vanguard Ftse Emerging Marke | 0% | -0.41% | Trim |
| 37 | IWN | Ishares Russell 2000 Value E | 0% | +2.73% | Add |
| 38 | EFA | Ishares Msci Eafe ETF | -0.1% | -1.52% | Trim |
| 39 | COST | Costco Wholesale CORP | -0.1% | -0.16% | Trim |
| 40 | TMO | Thermo Fisher Scientific Inc | -0.1% | -1.25% | Trim |
| 41 | J | Jacobs Solutions Inc | -0.2% | -75.67% | Trim |
| 42 | ZTS | Zoetis Inc | -0.2% | -82.13% | Trim |
| 43 | ACN | Accenture plc | -0.3% | -72.25% | Trim |
| 44 | LLY | Eli Lilly & Co | -0.3% | -2.07% | Trim |
| 45 | COLM | Columbia Sportswear Co | -0.4% | — | Unchanged |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -9.79% | Trim |
| 47 | UNH | Unitedhealth Group Inc | -0.5% | -66.11% | Trim |
| 48 | JEPI | Jpmorgan Equity Premium Inco | -0.6% | -98.12% | Trim |
| 49 | AAPL | Apple Inc | -0.7% | -0.13% | Trim |
| 50 | JPST | Jpmorgan Ultra-short Income | -0.9% | -92.70% | Trim |
According to official SEC Form 13F filings, Badgley Phelps Wealth Managers, LLC reported a total U.S. public equity portfolio value of $5.7B across 296 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, EFA) accounted for 17.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
JIRE
市值: $18.7M
Top Position Liquidated / Trimmed
EFA
前期市值: $182.6M
During Q2 2025, Badgley Phelps Wealth Managers, LLC's top holdings by market value included MSFT (7.2%)、NVDA (4.4%)、EFA (4.4%). The largest single position, MSFT, represented 7.2% of total portfolio value.
In Q2 2025, Badgley Phelps Wealth Managers, LLC made 49 total portfolio adjustments, initiating 3 new buys, adding to 21 positions, trimming 25 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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