Badgley Phelps Wealth Managers, LLC
329 holdingsFiling period: 2026-03-31Current AUM: $5.69Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 643.4K | $238.2M | $299.0M | 5.25% | -42,776 | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 1.36M | $236.6M | $272.3M | 4.78% | -33,481 | 2026-03-31 |
| 3 | EFA | ISHARES TR | 2.26M | $219.4M | $238.5M | 4.19% | -2,792 | 2026-03-31 |
| 4 | AAPL | APPLE INC | 855.6K | $217.1M | $264.3M | 4.64% | -124,264 | 2026-03-31 |
| 5 | VB | VANGUARD INDEX FDS | 673.5K | $176.4M | $198.8M | 3.49% | -92,290 | 2026-03-31 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 2.49M | $134.4M | $146.1M | 2.57% | +69.5K | 2026-03-31 |
| 7 | AMZN | AMAZON COM INC | 642.6K | $133.8M | $174.5M | 3.07% | -28,461 | 2026-03-31 |
| 8 | IJH | ISHARES TR | 1.80M | $121.4M | $135.3M | 2.38% | +10.1K | 2026-03-31 |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 1.84M | $117.9M | $129.9M | 2.28% | +17.4K | 2026-03-31 |
| 10 | GOOGL | ALPHABET INC | 318.8K | $91.7M | $113.5M | 1.99% | -44,267 | 2026-03-31 |
| 11 | GOOG | ALPHABET INC | 318.3K | $91.3M | $113.5M | 1.99% | -10,283 | 2026-03-31 |
| 12 | COST | COSTCO WHOLESALE CORPORATION | 88.4K | $88.1M | $84.2M | 1.48% | -2,598 | 2026-03-31 |
| 13 | VGIT | VANGUARD SCOTTSDALE FDS | 1.46M | $87.1M | $85.4M | 1.50% | +6.3K | 2026-03-31 |
| 14 | LLY | ELI LILLY & CO | 93.4K | $85.9M | $107.3M | 1.88% | -10,160 | 2026-03-31 |
| 15 | JPM | JPMORGAN CHASE & CO | 275.8K | $81.1M | $97.0M | 1.70% | -45,797 | 2026-03-31 |
| 16 | IWN | ISHARES TR | 390.3K | $74.0M | $86.3M | 1.52% | +3.6K | 2026-03-31 |
| 17 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 153.7K | $73.7M | $73.7M | 1.29% | +4.3K | 2026-03-31 |
| 18 | IWO | ISHARES TR | 224.1K | $70.3M | $83.1M | 1.46% | +1.1K | 2026-03-31 |
| 19 | META | META PLATFORMS INC | 121.9K | $69.8M | $67.9M | 1.19% | -9,516 | 2026-03-31 |
| 20 | IWR | ISHARES TR | 689.7K | $67.1M | $75.7M | 1.33% | +5.4K | 2026-03-31 |
| 21 | AVGO | BROADCOM INC | 203.5K | $63.0M | $79.2M | 1.39% | +16.6K | 2026-03-31 |
| 22 | V | VISA INC | 200.6K | $60.6M | $73.4M | 1.29% | -2,424 | 2026-03-31 |
| 23 | IWD | ISHARES TR | 251.5K | $53.7M | $63.3M | 1.11% | -32,778 | 2026-03-31 |
| 24 | IWF | ISHARES TR | 117.6K | $50.2M | $55.7M | 0.98% | -2,062 | 2026-03-31 |
| 25 | SPYM | SPDR SERIES TRUST | 640.6K | $49.0M | $56.3M | 0.99% | -5,018 | 2026-03-31 |
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