Badgley Phelps Wealth Managers, LLC

Q3 2025 13F Holdings

  • Location
    seattle, WA
  • Num holdings

    296

  • Value ($000)

    $4,753,078

  • Date Filed
    11/04/2025
  • Form type
    13F-HR
  • CIK
    0001895362
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MSFT

MICROSOFT CORP

COM
594918104
$315.45M
7 %

609,028

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$237.94M
5 %

1,275,194

E
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$204.39M
4 %

2,189,030

A
AAPL

APPLE INC

COM
037833100
$201.67M
4 %

792,020

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$143.71M
3 %

563,504

A
AMZN

AMAZON COM INC

COM
023135106
$132.74M
3 %

604,536

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$112.52M
2 %

2,076,732

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$111.70M
2 %

1,711,617

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$107.77M
2 %

1,798,505

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$93.31M
2 %

295,818

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