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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$172B
$51.2 Million 1.15% of portfolio
49,784
Q2 2025 Added 0.4%
$127B
$37.4 Million 0.84% of portfolio
135,542
Q2 2025 Added 157.56%
$52.5B
$34.6 Million 0.78% of portfolio
169,270
Q2 2025 Reduced 0.28%
$101B
$29.1 Million 0.66% of portfolio
133,120
Q2 2025 Reduced 0.89%
$96.6B
$23.8 Million 0.54% of portfolio
34,035
Q2 2025 Added 1.49%
$17.2B
$23 Million 0.52% of portfolio
569,146
Q2 2025 Added 2.39%
$135B
$22.5 Million 0.51% of portfolio
97,897
Q2 2025 Added 0.06%
$96.8B
$22.2 Million 0.5% of portfolio
211,123
Q2 2025 Added 0.17%
$84.1B
$21.8 Million 0.49% of portfolio
323,461
Q2 2025 Added 2.95%
$112B
$21.6 Million 0.49% of portfolio
74,491
Q2 2025 Added 0.72%
$146B
$21.5 Million 0.49% of portfolio
92,433
Q2 2025 Reduced 1.25%
$94.7B
$21.8 Million 0.49% of portfolio
29,720
Q2 2025 Added 3.37%
$127B
$21.4 Million 0.48% of portfolio
160,818
Q2 2025 Reduced 4.11%
$69.2B
$20.6 Million 0.46% of portfolio
172,447
Q2 2025 Added 1.02%
$51.4B
$19.8 Million 0.45% of portfolio
147,483
Q2 2025 Added 1.19%
$122B
$19.5 Million 0.44% of portfolio
224,157
Q2 2025 Added 0.89%
$71.7B
$17.6 Million 0.4% of portfolio
22,141
Q2 2025 Reduced 1.75%
$142B
$17.9 Million 0.4% of portfolio
45,351
Q2 2025 Reduced 2.12%
$157B
$17.8 Million 0.4% of portfolio
45,968
Q2 2025 Reduced 1.39%
$78.8B
$16.3 Million 0.37% of portfolio
60,652
Q2 2025 Reduced 0.07%
$187B
$16.1 Million 0.36% of portfolio
39,717
Q2 2025 Reduced 1.25%
$145B
$15.4 Million 0.35% of portfolio
43,241
Q2 2025 Added 0.45%
$92.8B
$15.5 Million 0.35% of portfolio
45,120
Q2 2025 Added 0.03%
$141B
$15.3 Million 0.34% of portfolio
219,990
Q2 2025 Added 0.07%
$34.4B
$14.9 Million 0.34% of portfolio
156,500
Q2 2025 Reduced 1.87%
$162B
$14.9 Million 0.33% of portfolio
81,134
Q2 2025 Reduced 1.36%
$95.3B
$14.4 Million 0.33% of portfolio
65,269
Q2 2025 Added 0.37%
$36B
$14.2 Million 0.32% of portfolio
176,286
Q2 2025 Reduced 1.48%
$150B
$13.6 Million 0.31% of portfolio
122,347
Q2 2025 Reduced 0.25%
$95.7B
$13.5 Million 0.31% of portfolio
26,428
Q2 2025 Reduced 0.55%
$63.6B
$13.9 Million 0.31% of portfolio
18,485
Q2 2025 Added 1.63%
$63.8B
$13.3 Million 0.3% of portfolio
131,519
Q2 2025 Reduced 0.02%
$51.7B
$13.4 Million 0.3% of portfolio
53,513
Q2 2025 Added 4.71%
$22.7B
$13.3 Million 0.3% of portfolio
59,524
Q2 2025 Added 4.99%
$155B
$12.9 Million 0.29% of portfolio
104,754
Q2 2025 Added 2.05%
$35.6B
$11.7 Million 0.26% of portfolio
150,110
Q2 2025 Reduced 0.52%
$147B
$11.3 Million 0.25% of portfolio
104,948
Q2 2025 Added 2.32%
$12.2B
$10.5 Million 0.24% of portfolio
102,181
Q2 2025 Added 0.05%
$20.7B
$10.3 Million 0.23% of portfolio
135,935
Q2 2025 New
$66.3B
$10.1 Million 0.23% of portfolio
130,115
Q2 2025 Reduced 4.7%
$43.8B
$10.2 Million 0.23% of portfolio
120,895
Q2 2025 Added 5.45%
$182B
$9.09 Million 0.2% of portfolio
97,450
Q2 2025 Added 2,788.26%
$61.1B
$8.62 Million 0.19% of portfolio
107,131
Q2 2025 Added 3.14%
$85.6B
$8.6 Million 0.19% of portfolio
26,018
Q2 2025 New
$79.5B
$7.88 Million 0.18% of portfolio
62,947
Q2 2025 Added 16.81%
$177B
$7.72 Million 0.17% of portfolio
39,671
Q2 2025 Added 2.53%
$31.7B
$6.95 Million 0.16% of portfolio
62,796
Q2 2025 Added 5.96%
$32.7B
$6.02 Million 0.14% of portfolio
69,513
Q2 2025 Added 13.58%
$14.4B
$4.89 Million 0.11% of portfolio
36,062
Q2 2025 Added 7.33%

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
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