13F Insight
DOSSIER · 13F-HR · Q1 2026

Badgley Phelps Wealth Managers, LLC

$5.0B in tracked AUM across 328 positions as of Q1 2026.

BP
CIK 0001895362 · last filed Mar 31, 2026
Total AUM
$5.0B
as of Q1 2026
Holdings
328
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Badgley Phelps Wealth Managers, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$238M643K4.7%02
NVDA
NVIDIA CORPORATION
$237M1.4M4.7%03
EFA
ISHARES TR
$219M2.3M4.4%04
AAPL
APPLE INC
$217M856K4.3%05
VB
VANGUARD INDEX FDS
$176M674K3.5%06
VWO
VANGUARD INTL EQUITY INDEX F
$134M2.5M2.7%07
AMZN
AMAZON COM INC
$134M643K2.7%08
IJH
ISHARES TR
$121M1.8M2.4%09
VEA
VANGUARD TAX-MANAGED FDS
$118M1.8M2.3%10
GOOGL
ALPHABET INC
$92M319K1.8%

Filing history

2026Q1Mar 31
$5.0B▼ 8.0%
328 positionsView →2025Q4Dec 31
$5.5B▲ 14.9%
327 positionsView →2025Q3Sep 30
$4.8B▲ 5.3%
296 positionsView →2025Q2Jun 30
$4.5B▲ 9.0%
296 positionsLocked2025Q1Mar 31
$4.1B▼ 3.3%
299 positionsLocked2024Q4Dec 31
$4.3B▼ 0.4%
288 positionsLocked2024Q3Sep 30
$4.3B▲ 6.5%
290 positionsLocked2024Q2Jun 30
$4.0B▲ 1.1%
254 positionsLocked2024Q1Mar 31
$4.0B▲ 9.0%
376 positionsLocked2023Q4Dec 31
$3.7B▲ 25.0%
241 positionsLocked2023Q3Sep 30
$2.9B▼ 3.0%
247 positionsLocked2023Q2Jun 30
$3.0B▲ 11.4%
258 positionsLocked
Showing 12 of 19