13F filer

Badgley Phelps Wealth Managers

As of Sep 30, 2026 Filed Oct 22, 2026 CIK 1895362 SEC filings ↗

13F Value

$5.80B

Positions

344

Top Position

MSFT5.8%

Top 5

23.7%

Latest filing changes

vs Jun 30, 2026

1 AAPL Apple +6.7%+$19.2M

2 SMMD iShares Russell 2500 ETF +42.8%+$10.2M

3 GEV GE Vernova +64.2%+$8.2M

4 EFA iShares MSCI EAFE ETF +3.1%+$7.3M

5 ABBV AbbVie +156.2%+$6.4M

Holdings344

#
1	MSFT Microsoft	5.8%	$335.3M	+1.0%	653.6K	4.2%	Common Stock
2	NVDA NVIDIA	5.3%	$308.1M	-0.8%	1.35M	4.8%	Common Stock
3	AAPL Apple	5.3%	$306.0M	+6.7%	918.9K	4.4%	Common Stock
4	EFA iShares MSCI EAFE ETF	4.3%	$247.0M	+3.1%	2.38M	4.2%	ETF
5	VB Vanguard Morningstar Small-Cap Index Fund — ETF Shares	3.0%	$176.9M	-4.8%	622.0K	3.5%	ETF
6	AMZN Amazon	2.8%	$161.0M	+0.1%	646.1K	2.7%	Common Stock
7	VWO Vanguard Emerging Markets Stock Index Fund — ETF Shares	2.6%	$153.4M	+1.9%	2.59M	2.7%	ETF
8	VEA Vanguard Developed Markets Index Fund — ETF Shares	2.4%	$137.5M	+2.3%	1.95M	2.4%	ETF
9	IJH iShares Core S&P Mid-Cap ETF	2.2%	$128.9M	-1.6%	1.79M	2.5%	ETF
10	GOOG Alphabet Class C	2.0%	$115.8M	+3.8%	339.8K	2.0%	Common Stock
11	LLY Eli Lilly	1.8%	$107.1M	-0.1%	92.5K	1.9%	Common Stock
12	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 307,656 reported quantity $105,858,152 reported value	1.8%	$105.9M	-1.1%	307.7K	1.9%	Common Stock
13	JPM JPMorgan Chase	1.5%	$89.8M	-1.2%	271.3K	1.6%	Common Stock
14	META Meta Platforms	1.5%	$88.9M	+0.7%	122.7K	1.2%	Common Stock
15	IWN iShares Russell 2000 Value ETF	1.5%	$84.2M	+1.1%	402.2K	1.5%	ETF
16	IWO iShares Russell 2000 Growth ETF	1.4%	$82.3M	+1.0%	230.6K	1.6%	ETF
17	VGIT Vanguard Intermediate-Term Treasury ETF	1.4%	$81.4M	-3.5%	1.44M	1.5%	ETF
18	COST Costco Wholesale	1.4%	$81.1M	-1.7%	89.1K	1.5%	Common Stock
19	BRK.B Berkshire Hathaway Class B Filing details 084670702 Sep 30, 2026 151,285 reported quantity $75,332,366 reported value	1.3%	$75.3M	-1.1%	151.3K	1.3%	Common Stock
20	PANW Palo Alto Networks	1.3%	$73.3M	-1.8%	184.6K	1.1%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing13

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.