§ 13F · FUND PROFILE
Badgley Phelps Wealth Managers, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4514.8T (13F)Positions · 296Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$58.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 686K | $331.8T | 6.1% | +13% |
| 2 | AAPL | APPLE INC | 980K | $266.4T | 4.9% | +24% |
| 3 | NVDA | NVIDIA CORPORATION | 1.39M | $259.2T | 4.7% | +9% |
| 4 | EFA | ISHARES TR | 2.26M | $217.2T | 4.0% | +3% |
| 5 | VB | VANGUARD INDEX FDS | 766K | $197.5T | 3.6% | +36% |
| 6 | AMZN | AMAZON COM INC | 671K | $154.9T | 2.8% | +11% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 2.42M | $129.9T | 2.4% | +16% |
| 8 | IJH | ISHARES TR | 1.79M | $118.0T | 2.2% | +4% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 1.82M | $113.8T | 2.1% | +1% |
| 10 | GOOGL | ALPHABET INC | 363K | $113.6T | 2.1% | +27% |
§ 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 $4514820.3 trillion in assets. The fund runs a broad portfolio of 296 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed