Institutional Fund
Badgley Phelps Wealth Managers, LLC
Seattle, WACIK 18953625 filings on record
Portfolio Value
$5.02B
Q1 2026
Holdings
328
Reported positions
New Buys
19
Opened this quarter
QoQ Change
-8.0%
from $5.46B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp4.7%
- Nvidia Corporation4.7%
- Ishares Tr4.4%
- Apple Inc4.3%
- Vanguard Index Fds3.5%
- Vanguard Intl Equity Index F2.7%
- Other75.7%
Portfolio Holdings
328 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 643.4K | $238.15M | 4.7% | −42.8K | Reduced |
| 2 | Nvidia Corporation | 1.36M | $236.60M | 4.7% | −33.5K | Reduced |
| 3 | Ishares Tr | 2.26M | $219.41M | 4.4% | −2.8K | Reduced |
| 4 | Apple Inc | 855.6K | $217.13M | 4.3% | −124.3K | Reduced |
| 5 | Vanguard Index Fds | 673.5K | $176.41M | 3.5% | −92.3K | Reduced |
| 6 | Vanguard Intl Equity Index F | 2.49M | $134.37M | 2.7% | +69.5K | Added |
| 7 | Amazon Com Inc | 642.6K | $133.83M | 2.7% | −28.5K | Reduced |
| 8 | Ishares Tr | 1.80M | $121.41M | 2.4% | +10.1K | Added |
| 9 | Vanguard Tax-Managed Fds | 1.84M | $117.90M | 2.3% | +17.4K | Added |
| 10 | Alphabet Inc | 318.8K | $91.68M | 1.8% | −44.3K | Reduced |
318 more holdings on Premium
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