account_balance
Investment manager · 13F filer · SEC CIK 1895362
Badgley Phelps Wealth Managers, LLC
Reported value$5.8Bas of Sep 30, 2026
Positions344 23 new, 12 sold out
Top 10 weight35.7%MSFT alone is 6%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
5.8%
NVDANVIDIA Corp
5.3%
AAPLApple Inc.
5.3%Added +7%
EFAiShares Tr
4.3%Added +3%
VBVanguard Index FDS
3.0%Trimmed −5%
AMZNAmazon.com Inc
2.8%
VWOVanguard Intl Equity Index F
2.6%
VEAVanguard Tax-Managed FDS
2.4%Added +2%
IJHiShares Tr
2.2%
GOOGAlphabet Inc.
2.0%+4%
LLYELI Lilly & Co
1.8%
GOOGLAlphabet Inc.
1.8%
MSFTMicrosoft Corp
5.8%
NVDANVIDIA Corp
5.3%
AAPLApple Inc.
5.3%
EFAiShares Tr
4.3%
VBVanguard Index FDS
3.0%−5%
AMZNAmazon.com Inc
2.8%
VWOVanguard Intl Equity Index F
2.6%
VEAVanguard Tax-Managed FDS
2.4%
IJH2.2%
GOOGLLY1.8%GOOGLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 5.8% HeldNVDA NVIDIA Corp 5.3% HeldAAPL Apple Inc. 5.3% Added +7%
EFA iShares Tr 4.3% Added +3%
VB Vanguard Index FDS 3.0% Trimmed −5%
AMZN Amazon.com Inc 2.8% HeldVWO Vanguard Intl Equity Index F 2.6% Held
VEA Vanguard Tax-Managed FDS 2.4% Added +2%
IJH iShares Tr 2.2% Held
GOOG Alphabet Inc. 2.0% Added +4%LLY ELI Lilly & Co 1.8% HeldGOOGL Alphabet Inc. 1.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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