Badgley Phelps Wealth Managers, LLC
CIK 1895362
13F filing for Q2 2026・No. 825
- Holdings
- US$5.71B
- Quarter change
- +US$686.28M
- Entries
- 333
- Net bought (estimate)
- +US$61.92M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 24
- Sold out 19
- Cut 146
- Added 125
- Corporate actions 2
- Unchanged 38
Largest holdings
333 stocks worth US$5.71B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 1,357,879 | US$271.7M | 4.76% |
| AAPLAppleCOM | Added | 861,390 | US$249.25M | 4.37% |
| MSFTMicrosoftCOM | Added | 647,049 | US$241.36M | 4.23% |
| EFAISHARES TRMSCI EAFE ETF | Added | 2,307,217 | US$239.67M | 4.20% |
| VANGUARD INDEX FDSSMALL CP ETF | Cut | 653,239 | US$198.01M | 3.47% |
| AMZNAmazonCOM | Added | 645,446 | US$153.84M | 2.69% |
| VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | Added | 2,538,203 | US$151.51M | 2.65% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 1,821,548 | US$140.46M | 2.46% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 1,903,904 | US$135.65M | 2.38% |
| GOOGALPHABET INCCAP STK CL C | Added | 327,319 | US$115.65M | 2.03% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 31, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.