Badgley Phelps Wealth Managers, LLC Portfolio Holdings
Badgley Phelps Wealth Managers, LLC
- $4.67 Billion
- Q3 2025
Badgley Phelps Wealth Managers, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.67 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 $315M, Nvidia Corp with a value of $238M, Ishares Tr Msci Eafe ETF with a value of $204M, Apple Inc. with a value of $202M, and Vanguard Small Cap ETF with a value of $143M.
Examining the 13F form we can see an increase of $233M in the current position value, from $4.44B to 4.67B.
Below you can find more details about Badgley Phelps Wealth Managers, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.67 Billion
ETFs: $1.55 Billion
Technology: $1.13 Billion
Financial Services: $416 Million
Consumer Cyclical: $357 Million
Communication Services: $271 Million
Healthcare: $261 Million
Industrials: $238 Million
Consumer Defensive: $218 Million
Other: $223 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 296
- Current Value $4.67 Billion
- Prior Value $4.44 Billion
- Filing
- Period Q3 2025
- Filing Date November 04, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 8 stocks
- Additional Purchases 92 stocks
- Sold out of 0 stocks
- Reduced holdings in 147 stocks