Badgley Phelps Wealth Managers, LLC
Q4 2025 13F Holdings
- Locationseattle, WA
- Num holdings
327
- Value ($000)
$5,459,949
- Date Filed01/28/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | COM | 594918104 | $331.83M | 6 % | 686,132 | ||
APPLE INC | COM | 037833100 | $266.37M | 5 % | 979,816 | ||
NVIDIA CORPORATION | COM | 67066G104 | $259.24M | 5 % | 1,390,053 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | $217.2M | 4 % | 2,261,770 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $197.54M | 4 % | 765,825 | ||
AMAZON COM INC | COM | 023135106 | $154.89M | 3 % | 671,032 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $129.91M | 2 % | 2,416,439 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $117.99M | 2 % | 1,787,803 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $113.85M | 2 % | 1,822,448 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $113.65M | 2 % | 363,083 |
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