Badgley Phelps Wealth Managers, LLC
335 holdingsFiling period: 2026-06-30Current AUM: $5.83Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 1.36M | $271.7M | $295.9M | 5.08% | +1.3K | 2026-06-30 |
| 2 | AAPL | Apple Inc | 861.4K | $249.3M | $299.0M | 5.13% | +5.8K | 2026-06-30 |
| 3 | MSFT | Microsoft Corp | 647.0K | $241.4M | $343.8M | 5.90% | +3.7K | 2026-06-30 |
| 4 | EFA | iShares TR | 2.31M | $239.7M | $239.0M | 4.10% | +48.2K | 2026-06-30 |
| 5 | VB | Vanguard Index Fds | 653.2K | $198.0M | $189.8M | 3.25% | -20,296 | 2026-06-30 |
| 6 | AMZN | Amazon.com Inc | 645.4K | $153.8M | $163.4M | 2.80% | +2.9K | 2026-06-30 |
| 7 | VWO | Vanguard Intl Equity Index F | 2.54M | $151.5M | $144.2M | 2.47% | +52.2K | 2026-06-30 |
| 8 | IJH | iShares TR | 1.82M | $140.5M | $133.4M | 2.29% | +23.6K | 2026-06-30 |
| 9 | VEA | Vanguard Tax-Managed Fds | 1.90M | $135.7M | $133.0M | 2.28% | +64.0K | 2026-06-30 |
| 10 | GOOG | Alphabet Inc | 327.3K | $115.7M | $103.7M | 1.78% | +9.0K | 2026-06-30 |
| 11 | GOOGL | Alphabet Inc | 311.2K | $111.2M | $99.8M | 1.71% | -7,587 | 2026-06-30 |
| 12 | LLY | Eli Lilly & Co | 92.6K | $111.1M | $118.8M | 2.04% | -713 | 2026-06-30 |
| 13 | IWO | iShares TR | 228.4K | $90.0M | $80.8M | 1.39% | +4.2K | 2026-06-30 |
| 14 | JPM | JPMorgan Chase & Co | 274.6K | $89.9M | $92.2M | 1.58% | -1,174 | 2026-06-30 |
| 15 | LRCX | Lam Research Corp | 205.8K | $89.2M | $49.6M | 0.85% | -15,633 | 2026-06-30 |
| 16 | IWN | iShares TR | 397.9K | $88.0M | $85.4M | 1.47% | +7.7K | 2026-06-30 |
| 17 | VGIT | Vanguard Scottsdale Fds | 1.49M | $87.9M | $85.5M | 1.47% | +26.3K | 2026-06-30 |
| 18 | COST | Costco Wholesale Corporation | 90.6K | $84.8M | $89.9M | 1.54% | +2.2K | 2026-06-30 |
| 19 | AVGO | Broadcom Inc | 206.4K | $78.0M | $70.7M | 1.21% | +2.9K | 2026-06-30 |
| 20 | BRK-B | Berkshire Hathaway Inc Del | 152.9K | $76.5M | $76.5M | 1.31% | -819 | 2026-06-30 |
| 21 | V | Visa Inc | 202.8K | $69.6M | $81.5M | 1.40% | +2.2K | 2026-06-30 |
| 22 | META | Meta Platforms Inc | 121.8K | $68.6M | $75.5M | 1.30% | -156 | 2026-06-30 |
| 23 | CAT | Caterpillar Inc | 63.5K | $67.6M | $45.3M | 0.78% | +2.9K | 2026-06-30 |
| 24 | PANW | Palo Alto Networks Inc | 187.9K | $64.1M | $75.5M | 1.29% | +13.3K | 2026-06-30 |
| 25 | IWD | iShares TR | 259.9K | $63.0M | $67.2M | 1.15% | +8.4K | 2026-06-30 |
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