§ 13F · FUND PROFILE
Badgley Phelps Wealth Managers, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4.8B (13F)Positions · 296Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$30M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 643K | $238M | 4.7% | −6% |
| 2 | NVDA | NVIDIA CORPORATION | 1.36M | $237M | 4.7% | −2% |
| 3 | EFA | ISHARES TR | 2.26M | $219M | 4.4% | ±0% |
| 4 | AAPL | APPLE INC | 856K | $217M | 4.3% | −13% |
| 5 | VB | VANGUARD INDEX FDS | 674K | $176M | 3.5% | −12% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 2.49M | $134M | 2.7% | +3% |
| 7 | AMZN | AMAZON COM INC | 643K | $134M | 2.7% | −4% |
| 8 | IJH | ISHARES TR | 1.80M | $121M | 2.4% | +1% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 1.84M | $118M | 2.3% | +1% |
| 10 | GOOGL | ALPHABET INC | 319K | $92M | 1.8% | −12% |
§ 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 $4.8 billion in assets. The fund runs a broad portfolio of 296 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed