DOSSIER · 13F-HR · Q2 2026

Badgley Phelps Wealth Managers, LLC

$5.7B in tracked AUM across 333 positions as of Q2 2026.

BP
CIK 0001895362 · last filed Jun 30, 2026
Total AUM
$5.7B
as of Q2 2026
Holdings
333
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Badgley Phelps Wealth Managers, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$272M1.4M4.8%
02
AAPL
APPLE INC
$249M861K4.4%
03
MSFT
MICROSOFT CORP
$241M647K4.2%
04
EFA
ISHARES TR
$240M2.3M4.2%
05
VB
VANGUARD INDEX FDS
$198M653K3.5%
06
AMZN
AMAZON COM INC
$154M645K2.7%
07
VWO
VANGUARD INTL EQUITY INDEX F
$152M2.5M2.7%
08
IJH
ISHARES TR
$140M1.8M2.5%
09
VEA
VANGUARD TAX-MANAGED FDS
$136M1.9M2.4%
10
GOOG
ALPHABET INC
$116M327K2.0%

Filing history

2026Q2Jun 30
$5.7B 13.7%
333 positionsView →
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 positionsLocked
2025Q1Mar 31
$4.1B 3.3%
299 positionsLocked
2024Q4Dec 31
$4.3B 0.4%
288 positionsLocked
2024Q3Sep 30
$4.3B 6.5%
290 positionsLocked
2024Q2Jun 30
$4.0B 1.1%
254 positionsLocked
2024Q1Mar 31
$4.0B 9.0%
376 positionsLocked
2023Q4Dec 31
$3.7B 25.0%
241 positionsLocked
2023Q3Sep 30
$2.9B 3.0%
247 positionsLocked
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