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CIK: 0001895362
Total reported value
$5.7B
$5.7B
296 檔
19.3%
According to the latest 13F quarterly dataset, Badgley Phelps Wealth Managers, LLC managed an equity portfolio of $5.7B at the end of Q3 2025, spanning 296 distinct U.S. exchange-listed positions.
During Q3 2025, Badgley Phelps Wealth Managers, LLC performed routine portfolio adjustments (3 new buys, 20 additions, 26 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 | 6.64% | -0.51% | -6.52% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.01% | +0.05% | +0.54% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.30% | -0.17% | -0.52% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.24% | +0.05% | -2.63% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 3.02% | -0.04% | +1.00% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.79% | +0.03% | -0.38% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.37% | -0.03% | -0.81% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.35% | +0.04% | +1.16% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.27% | +0.03% | -0.70% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.96% | -0.05% | -0.59% | |
| 11 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.91% | -0.20% | -0.56% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.73% | -0.27% | -3.00% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.71% | -0.19% | +0.33% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.56% | +0.21% | +0.10% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.50% | -0.13% | -0.89% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.46% | +0.12% | -0.27% | |
| 17 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.46% | +0.18% | +1.05% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.44% | +0.01% | -0.70% | |
| 19 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.39% | +0.07% | +1.26% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.35% | +0.24% | -1.51% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.34% | -0.34% | +1.07% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.23% | +0.12% | +30.49% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | -0.02% | +0.73% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.09% | +0.10% | -1.96% | |
| 25 | VV | Vanguard Large-cap ETF | ETF-Other | 1.08% | +0.03% | +0.54% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.04% | +0.03% | -0.21% | |
| 27 | MS | Morgan Stanley | Stock-Financials | 0.97% | +0.09% | +0.65% | |
| 28 | NOW | Servicenow Inc | Stock-Tech | 0.97% | -0.07% | +0.17% | |
| 29 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.88% | -0.09% | -2.05% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.87% | -0.20% | +1.28% | |
| 31 | COLM | Columbia Sportswear Co | Stock-Other | 0.85% | -0.01% | — | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.76% | -0.04% | -2.09% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.75% | +0.03% | -1.10% | |
| 34 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.74% | -0.13% | -0.20% | |
| 35 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.72% | +0.56% | -0.09% | |
| 36 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.71% | +0.01% | +0.66% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.70% | +0.04% | +1.67% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.69% | +0.33% | +1.12% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | -0.06% | +0.54% | |
| 40 | LIN | Linde plc | Stock-Materials | 0.68% | -0.10% | +0.11% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.68% | +0.23% | -0.93% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | -0.05% | -0.37% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.62% | -0.06% | -2.70% | |
| 44 | LRCX | Lam Research CORP | Stock-Tech | 0.59% | +0.62% | -4.19% | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.58% | -0.12% | -3.11% | |
| 46 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.56% | -0.07% | -1.23% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.55% | +0.03% | -5.81% | |
| 48 | PH | Parker Hannifin CORP | Stock-Industrials | 0.55% | -0.01% | +1.15% | |
| 49 | VLO | Valero Energy CORP | Stock-Energy | 0.53% | -0.09% | +0.66% | |
| 50 | NI | Nisource Inc | Stock-Utilities | 0.52% | -0.06% | +0.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.7% | +0.54% | Trim |
| 2 | AVGO | Broadcom Inc | +1% | +30.49% | Add |
| 3 | MSFT | Microsoft CORP | +0.8% | -6.52% | Trim |
| 4 | RSP | Invesco S&p 500 Equal Weight | +0.5% | +1.67% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | +0.10% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.27% | Trim |
| 7 | VGIT | Vanguard Intermediate-term T | +0.3% | -0.56% | Add |
| 8 | ORCL | Oracle CORP | +0.3% | -2.09% | Trim |
| 9 | LRCX | Lam Research CORP | +0.2% | -4.19% | Trim |
| 10 | UBER | Uber Technologies Inc | +0.2% | +3.99% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -0.59% | Trim |
| 12 | ISRG | Intuitive Surgical Inc | +0.2% | +3082.70% | Add |
| 13 | TSLA | Tesla Inc | +0.2% | -5.81% | Trim |
| 14 | META | Meta Platforms Inc-class A | +0.2% | +0.33% | Trim |
| 15 | IWO | Ishares Russell 2000 Growth | +0.2% | +1.05% | Add |
| 16 | MS | Morgan Stanley | +0.2% | +0.65% | Add |
| 17 | IWF | Ishares Russell 1000 Growth | +0.2% | -1.96% | Add |
| 18 | CAT | Caterpillar Inc | +0.2% | +1.12% | Add |
| 19 | GE | General Electric | +0.1% | +6.48% | Add |
| 20 | VRT | Vertiv Holdings Co-a | +0.1% | +7.54% | Add |
| 21 | VB | Vanguard Small-cap ETF | +0.1% | +1.00% | Add |
| 22 | NFLX | Netflix Inc | +0.1% | +5.66% | Add |
| 23 | URI | United Rentals Inc | +0.1% | +3.61% | Add |
| 24 | IWN | Ishares Russell 2000 Value E | +0.1% | +1.26% | Add |
| 25 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -0.81% | Trim |
| 26 | VV | Vanguard Large-cap ETF | +0.1% | +0.54% | Add |
| 27 | IJH | Ishares Core S&p Midcap ETF | 0% | +1.16% | Add |
| 28 | IWR | Ishares Russell Mid-cap ETF | 0% | +1.07% | Add |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +0.73% | Add |
| 30 | VEA | Vanguard Ftse Developed ETF | 0% | -0.70% | Trim |
| 31 | AMZN | Amazon.com Inc | — | -0.38% | Trim |
| 32 | EFA | Ishares Msci Eafe ETF | -0.1% | -0.52% | Trim |
| 33 | AAPL | Apple Inc | -0.1% | -2.63% | Trim |
| 34 | ADBE | Adobe Inc | -0.2% | -34.65% | Trim |
| 35 | J | Jacobs Solutions Inc | -0.2% | -33.79% | Trim |
| 36 | CMG | Chipotle Mexican Grill Inc | -0.2% | -87.34% | Trim |
| 37 | ZTS | Zoetis Inc | -0.3% | -17.79% | Trim |
| 38 | ACN | Accenture plc | -0.3% | -14.29% | Trim |
| 39 | FISV | Fiserv Inc | -0.3% | -92.33% | Trim |
| 40 | PEP | Pepsico Inc | -0.3% | -57.57% | Trim |
| 41 | EQIX | Equinix Inc | -0.3% | -65.79% | Trim |
| 42 | LLY | Eli Lilly & Co | -0.4% | -1.51% | Trim |
| 43 | UNH | Unitedhealth Group Inc | -0.5% | -23.48% | Trim |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -0.89% | Trim |
| 45 | COLM | Columbia Sportswear Co | -0.6% | — | Unchanged |
| 46 | JEPI | Jpmorgan Equity Premium Inco | -0.6% | -31.28% | Trim |
| 47 | JPST | Jpmorgan Ultra-short Income | -1% | -37.11% | Trim |
| 48 | JIRE | Jpmorgan Int Res Enh Eqty | — | NEW | New buy |
| 49 | TRMB | Trimble Inc | — | NEW | New buy |
| 50 | CI | THE Cigna Group | — | NEW | New buy |
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 Q3 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 19.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
JIRE
市值: $20.1M
Top Position Liquidated / Trimmed
MSFT
前期市值: $242.2M
During Q3 2025, Badgley Phelps Wealth Managers, LLC's top holdings by market value included MSFT (6.6%)、NVDA (5.0%)、EFA (4.3%). The largest single position, MSFT, represented 6.6% of total portfolio value.
In Q3 2025, Badgley Phelps Wealth Managers, LLC made 49 total portfolio adjustments, initiating 3 new buys, adding to 20 positions, trimming 26 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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