Badgley Phelps Wealth Managers, LLC Portfolio Holdings
Badgley Phelps Wealth Managers, LLC
- $4.44 Billion
- Q2 2025
Badgley Phelps Wealth Managers, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.44 Billion distributed in 296 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $324M, Nvidia Corp with a value of $200M, Ishares Tr Msci Eafe ETF with a value of $197M, Apple Inc. with a value of $167M, and Amazon Com Inc with a value of $133M.
Examining the 13F form we can see an increase of $372M in the current position value, from $4.07B to 4.44B.
Below you can find more details about Badgley Phelps Wealth Managers, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.44 Billion
ETFs: $1.47 Billion
Technology: $1.04 Billion
Financial Services: $401 Million
Consumer Cyclical: $361 Million
Healthcare: $252 Million
Consumer Defensive: $237 Million
Communication Services: $235 Million
Industrials: $220 Million
Other: $225 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 296
- Current Value $4.44 Billion
- Prior Value $4.07 Billion
- Filing
- Period Q2 2025
- Filing Date July 16, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 8 stocks
- Additional Purchases 115 stocks
- Sold out of 0 stocks
- Reduced holdings in 136 stocks