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CIK: 0001895362
Total reported value
$5.7B
$5.7B
327 檔
22.3%
During the Q4 2025 filing period, Badgley Phelps Wealth Managers, LLC (CIK: 0001895362) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $5.7B across 327 reported positions.
In Q4 2025, Badgley Phelps Wealth Managers, LLC displayed an active expansion posture, initiating 4 new positions and adding to 45 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 327 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.08% | -0.51% | +12.66% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.88% | +0.05% | +23.71% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.75% | +0.05% | +9.01% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.98% | -0.17% | +3.32% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 3.62% | -0.04% | +35.90% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.84% | +0.03% | +11.00% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.38% | -0.03% | +16.36% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.16% | +0.04% | +4.45% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.09% | +0.03% | +1.33% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.08% | +0.12% | +27.14% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.04% | +0.24% | +23.16% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.90% | -0.05% | +8.72% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.89% | +0.21% | +8.11% | |
| 14 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.60% | -0.20% | -3.42% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.59% | -0.19% | +18.82% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.44% | -0.27% | +2.21% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.38% | -0.13% | +5.33% | |
| 18 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.32% | +0.18% | +2.92% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.30% | +0.01% | +1.36% | |
| 20 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.28% | +0.07% | +3.25% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.21% | -0.34% | +3.47% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.18% | +0.12% | +5.68% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.10% | +0.03% | +16.70% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.09% | -0.06% | +551.23% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.04% | +0.10% | +7.77% | |
| 26 | MS | Morgan Stanley | Stock-Financials | 0.96% | +0.09% | +2.08% | |
| 27 | LRCX | Lam Research CORP | Stock-Tech | 0.96% | +0.62% | +46.46% | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | -0.02% | -4.05% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-Other | 0.91% | +0.03% | -4.90% | |
| 30 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.88% | -0.13% | +37.60% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.84% | -0.20% | +1.90% | |
| 32 | COLM | Columbia Sportswear Co | Stock-Other | 0.78% | -0.01% | — | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.75% | +0.33% | +3.89% | |
| 34 | LIN | Linde plc | Stock-Materials | 0.75% | -0.10% | +40.56% | |
| 35 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.73% | -0.09% | -4.45% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.71% | -0.08% | +50.60% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.71% | +0.03% | +2.27% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.67% | +0.23% | +1.75% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.67% | -0.05% | +40.78% | |
| 40 | NOW | Servicenow Inc | Stock-Tech | 0.63% | -0.07% | +349.41% | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.60% | +0.01% | +1.56% | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.60% | +0.04% | -2.87% | |
| 43 | DHR | Danaher CORP | Stock-Healthcare | 0.59% | -0.06% | +43.95% | |
| 44 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.58% | +0.56% | +1.92% | |
| 45 | PH | Parker Hannifin CORP | Stock-Industrials | 0.58% | -0.01% | +3.94% | |
| 46 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.56% | -0.07% | +41.66% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.55% | +0.03% | +13.95% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.55% | -0.12% | -2.39% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.06% | -3.04% | |
| 50 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.52% | -0.06% | -4.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +0.9% | +551.23% | Add |
| 2 | LLY | Eli Lilly & Co | +0.7% | +23.16% | Add |
| 3 | AAPL | Apple Inc | +0.6% | +23.71% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | +27.14% | Add |
| 5 | VB | Vanguard Small-cap ETF | +0.6% | +35.90% | Add |
| 6 | LRCX | Lam Research CORP | +0.4% | +46.46% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | +8.11% | Add |
| 8 | RTX | Rtx CORP | +0.3% | +530.25% | Add |
| 9 | MA | Mastercard Inc - A | +0.3% | +1001.96% | Add |
| 10 | JNJ | Johnson & Johnson | +0.2% | +50.60% | Add |
| 11 | SCHW | Schwab (charles) CORP | +0.2% | +1637.36% | Add |
| 12 | EEM | Ishares Msci Emerging Market | +0.2% | +5003.91% | Add |
| 13 | CCK | Crown Holdings Inc | +0.2% | +105.88% | Add |
| 14 | DHR | Danaher CORP | +0.2% | +43.95% | Add |
| 15 | TMO | Thermo Fisher Scientific Inc | +0.2% | +41.66% | Add |
| 16 | SYK | Stryker CORP | +0.2% | +75.35% | Add |
| 17 | BKNG | Booking Holdings Inc | +0.1% | +37.60% | Add |
| 18 | PEP | Pepsico Inc | +0.1% | +101.79% | Add |
| 19 | UNH | Unitedhealth Group Inc | +0.1% | +162.14% | Add |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +57.09% | Add |
| 21 | ADBE | Adobe Inc | +0.1% | +59.77% | Add |
| 22 | LIN | Linde plc | +0.1% | +40.56% | Add |
| 23 | IWD | Ishares Russell 1000 Value E | +0.1% | +16.70% | Add |
| 24 | CAT | Caterpillar Inc | +0.1% | +3.89% | Add |
| 25 | AMZN | Amazon.com Inc | +0.1% | +11.00% | Add |
| 26 | AMAT | Applied Materials Inc | 0% | +1.77% | Add |
| 27 | HD | Home Depot Inc | 0% | +40.78% | Add |
| 28 | PH | Parker Hannifin CORP | 0% | +3.94% | Add |
| 29 | VWO | Vanguard Ftse Emerging Marke | 0% | +16.36% | Add |
| 30 | TSLA | Tesla Inc | — | +13.95% | Add |
| 31 | MS | Morgan Stanley | 0% | +2.08% | Add |
| 32 | CSCO | Cisco Systems Inc | 0% | +1.75% | Add |
| 33 | WMT | Walmart Inc | 0% | +1.90% | Add |
| 34 | AVGO | Broadcom Inc | -0.1% | +5.68% | Add |
| 35 | IWF | Ishares Russell 1000 Growth | -0.1% | +7.77% | Add |
| 36 | JPM | Jpmorgan Chase & Co | -0.1% | +8.72% | Add |
| 37 | TMUS | T-mobile US Inc | -0.1% | -26.12% | Trim |
| 38 | META | Meta Platforms Inc-class A | -0.1% | +18.82% | Add |
| 39 | VEA | Vanguard Ftse Developed ETF | -0.2% | +1.33% | Add |
| 40 | IJH | Ishares Core S&p Midcap ETF | -0.2% | +4.45% | Add |
| 41 | NVDA | Nvidia CORP | -0.3% | +9.01% | Add |
| 42 | COST | Costco Wholesale CORP | -0.3% | +2.21% | Add |
| 43 | ORCL | Oracle CORP | -0.3% | +0.42% | Add |
| 44 | EFA | Ishares Msci Eafe ETF | -0.3% | +3.32% | Add |
| 45 | NOW | Servicenow Inc | -0.3% | +349.41% | Add |
| 46 | MSFT | Microsoft CORP | -0.6% | +12.66% | Add |
| 47 | PWR | Quanta Services Inc | — | NEW | New buy |
| 48 | MNST | Monster Beverage CORP | — | NEW | New buy |
| 49 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 50 | FTV | Fortive CORP | — | 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 327 disclosed positions in Q4 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, AAPL, NVDA) accounted for 22.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
PWR
市值: $18.5M
Top Position Liquidated / Trimmed
TMUS
前期市值: $11.5M
During Q4 2025, Badgley Phelps Wealth Managers, LLC's top holdings by market value included MSFT (6.1%)、AAPL (4.9%)、NVDA (4.8%). The largest single position, MSFT, represented 6.1% of total portfolio value.
In Q4 2025, Badgley Phelps Wealth Managers, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 45 positions, trimming 1 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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