Badgley Phelps Wealth Managers, LLC
Q3 2025 13F Holdings
- Locationseattle, WA
- Num holdings
296
- Value ($000)
$4,753,078
- Date Filed11/04/2025
- Form type13F-HR
- CIK0001895362
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $315.45 M | 7 % | 609,028 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $237.94 M | 5 % | 1,275,194 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $204.39 M | 4 % | 2,189,030 | ||
AAPL APPLE INC | COM | 037833100 | $201.67 M | 4 % | 792,020 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $143.71 M | 3 % | 563,504 | ||
AMZN AMAZON COM INC | COM | 023135106 | $132.74 M | 3 % | 604,536 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $112.52 M | 2 % | 2,076,732 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $111.70 M | 2 % | 1,711,617 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $107.77 M | 2 % | 1,798,505 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $93.31 M | 2 % | 295,818 |
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