Badgley Phelps Wealth Managers, LLC Portfolio Holdings
Badgley Phelps Wealth Managers, LLC
- $5.41 Billion
- Q4 2025
Badgley Phelps Wealth Managers, LLC has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $5.41 Billion distributed in 327 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $348M, Apple Inc. with a value of $262M, Nvidia Corp with a value of $259M, Ishares Tr Msci Eafe ETF with a value of $215M, and Vanguard Small Cap ETF with a value of $191M.
Examining the 13F form we can see an increase of $743M in the current position value, from $4.67B to 5.41B.
Below you can find more details about Badgley Phelps Wealth Managers, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$5.41 Billion
ETFs: $1.73 Billion
Technology: $1.41 Billion
Financial Services: $446 Million
Consumer Cyclical: $408 Million
Healthcare: $372 Million
Communication Services: $315 Million
Industrials: $275 Million
Consumer Defensive: $233 Million
Other: $224 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 327
- Current Value $5.41 Billion
- Prior Value $4.67 Billion
- Filing
- Period Q4 2025
- Filing Date January 28, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 41 stocks
- Additional Purchases 158 stocks
- Sold out of 0 stocks
- Reduced holdings in 87 stocks