Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Badgley Phelps Wealth Managers, LLC (CIK 1895362) reported $5.02B across 328 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($238.2M, 4.74%), NVDA ($236.6M, 4.71%), EFA ($219.4M, 4.37%), AAPL ($217.1M, 4.32%), VB ($176.4M, 3.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $238.2M | 4.74% | 643,356 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $236.6M | 4.71% | 1.4M | Trimmed |
| 3 | EFA | ISHARES TR | $219.4M | 4.37% | 2.3M | Trimmed |
| 4 | AAPL | APPLE INC | $217.1M | 4.32% | 855,552 | Trimmed |
| 5 | VB | VANGUARD INDEX FDS | $176.4M | 3.51% | 673,535 | Trimmed |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $134.4M | 2.68% | 2.5M | Added |
| 7 | AMZN | AMAZON COM INC | $133.8M | 2.66% | 642,571 | Trimmed |
| 8 | IJH | ISHARES TR | $121.4M | 2.42% | 1.8M | Added |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $117.9M | 2.35% | 1.8M | Added |
| 10 | GOOGL | ALPHABET INC | $91.7M | 1.83% | 318,816 | Trimmed |
| 11 | GOOG | ALPHABET INC | $91.3M | 1.82% | 318,344 | Trimmed |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $88.1M | 1.75% | 88,436 | Trimmed |
| 13 | VGIT | VANGUARD SCOTTSDALE FDS | $87.1M | 1.74% | 1.5M | Added |
| 14 | LLY | ELI LILLY & CO | $85.9M | 1.71% | 93,356 | Trimmed |
| 15 | JPM | JPMORGAN CHASE & CO | $81.1M | 1.62% | 275,805 | Trimmed |
| 16 | IWN | ISHARES TR | $74.0M | 1.47% | 390,279 | Added |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $73.7M | 1.47% | 153,713 | Added |
| 18 | IWO | ISHARES TR | $70.3M | 1.40% | 224,148 | Added |
| 19 | META | META PLATFORMS INC | $69.8M | 1.39% | 121,934 | Trimmed |
| 20 | IWR | ISHARES TR | $67.1M | 1.34% | 689,676 | Added |
| 21 | AVGO | BROADCOM INC | $63.0M | 1.25% | 203,506 | Added |
| 22 | V | VISA INC | $60.6M | 1.21% | 200,601 | Trimmed |
| 23 | IWD | ISHARES TR | $53.7M | 1.07% | 251,502 | Trimmed |
| 24 | IWF | ISHARES TR | $50.2M | 1.00% | 117,622 | Trimmed |
| 25 | SPLG | SPDR SERIES TRUST | $49.0M | 0.98% | 640,610 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31