Badgley Phelps Wealth Managers, LLC
Q2 2025 13F Holdings
- Locationseattle, WA
- Num holdings
296
- Value ($000)
$4,514,820
- Date Filed07/16/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $324.07M | 7 % | 651,507 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $200.40M | 4 % | 1,268,366 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $196.69M | 4 % | 2,200,405 | ||
AAPL APPLE INC | COM | 037833100 | $166.89M | 4 % | 813,411 | ||
AMZN AMAZON COM INC | COM | 023135106 | $133.14M | 3 % | 606,867 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $132.63M | 3 % | 557,930 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $104.93M | 2 % | 1,691,938 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $103.56M | 2 % | 2,093,716 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $103.25M | 2 % | 1,811,109 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $90.90M | 2 % | 91,829 |
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