§ 13F · FUND PROFILE
Badgley Phelps Wealth Managers, LLC.
AUM · $5.7B (13F)Positions · 333Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$75M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 1.36M | $272M | 4.8% | ±0% |
| 2 | AAPL | APPLE INC | 861K | $249M | 4.4% | +1% |
| 3 | MSFT | MICROSOFT CORP | 647K | $241M | 4.2% | +1% |
| 4 | EFA | ISHARES TR | 2.31M | $240M | 4.2% | +2% |
| 5 | VB | VANGUARD INDEX FDS | 653K | $198M | 3.5% | −3% |
| 6 | AMZN | AMAZON COM INC | 645K | $154M | 2.7% | ±0% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 2.54M | $152M | 2.7% | +2% |
| 8 | IJH | ISHARES TR | 1.82M | $140M | 2.5% | +1% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 1.90M | $136M | 2.4% | +3% |
| 10 | GOOG | ALPHABET INC | 327K | $116M | 2.0% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BADGLEY SIGNAL
AC read
Badgley Phelps Wealth Managers, LLC is a Other fund managing $5.7 billion in assets. The fund runs a broad portfolio of 333 positions.
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