13F holdings
Badgley Phelps Wealth Managers, LLC portfolio
Managed by . 328 reported positions worth $5.0B as of 2026-03-31, filed with the SEC on 2026-04-15. Parsed from the filing itself, not a reseller.
$5.0B
Book value
328
Positions
34%
Top 10 weight
+19
New this quarter
-18
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 15 days old on 2026-04-15, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (19)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| KRMN | KARMAN HLDGS INC | $11.2M | 139,292 | 0.22% |
| PLTR | PALANTIR TECHNOLOGIES INC | $7.7M | 52,707 | 0.15% |
| FWONK | LIBERTY MEDIA CORP DEL | $6.7M | 78,522 | 0.13% |
| WAT | WATERS CORP | $516,386 | 1,734 | 0.01% |
| T | AT&T INC | $378,202 | 13,046 | 0.01% |
| ADI | ANALOG DEVICES INC | $326,412 | 1,026 | 0.01% |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $276,320 | 704 | 0.01% |
| FCX | FREEPORT MCMORAN INC | $274,915 | 4,677 | 0.01% |
| FNDC | SCHWAB STRATEGIC TR | $264,670 | 5,709 | 0.01% |
| ITW | ILLINOIS TOOL WKS INC | $255,615 | 976 | 0.01% |
| CLX | CLOROX CO DEL | $252,190 | 2,434 | 0.01% |
| GLW | CORNING INC | $233,819 | 1,720 | 0.00% |
| NYT | NEW YORK TIMES CO MTN BE | $227,914 | 2,722 | 0.00% |
| BP | BP PLC | $217,375 | 4,625 | 0.00% |
| KR | KROGER CO | $210,568 | 2,910 | 0.00% |
| PSA | PUBLIC STORAGE OPER CO | $208,849 | 771 | 0.00% |
| XLU | SELECT SECTOR SPDR TR | $203,863 | 4,442 | 0.00% |
| DON | WISDOMTREE TR | $200,493 | 3,816 | 0.00% |
| TENB | TENABLE HLDGS INC | $170,165 | 10,060 | 0.00% |
Closed out (18)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.0M | 21,308 | 0.00% |
| ICE | INTERCONTINENTAL EXCHANGE IN | $644,115 | 3,977 | 0.00% |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $552,350 | 8,080 | 0.00% |
| YUM | YUM BRANDS INC | $259,597 | 1,716 | 0.00% |
| SAP | SAP SE | $255,056 | 1,050 | 0.00% |
| SLV | ISHARES SILVER TR | $249,564 | 3,874 | 0.00% |
| VDE | VANGUARD WORLD FD | $248,315 | 1,972 | 0.00% |
| PYPL | PAYPAL HLDGS INC | $244,729 | 4,192 | 0.00% |
| XLF | SELECT SECTOR SPDR TR | $238,328 | 4,351 | 0.00% |
| APP | APPLOVIN CORP | $237,859 | 353 | 0.00% |
| SCHV | SCHWAB STRATEGIC TR | $228,205 | 7,707 | 0.00% |
| SOXX | ISHARES TR | $224,056 | 744 | 0.00% |
| VLTO | VERALTO CORP | $215,414 | 2,156 | 0.00% |
| ING | ING GROEP N.V. | $212,800 | 7,600 | 0.00% |
| MPC | MARATHON PETE CORP | $209,793 | 1,290 | 0.00% |
| PHM | PULTE GROUP INC | $206,131 | 1,754 | 0.00% |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $97,959 | 10,279 | 0.00% |
| ONC | ONCOLYTICS BIOTECH INC | $34,960 | 40,000 | 0.00% |
Added to (93)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| VWO | VANGUARD INTL EQUITY INDEX F | $134.4M | 2,485,963 | 2.68% | +3% |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $73.7M | 153,713 | 1.47% | +3% |
| AVGO | BROADCOM INC | $63.0M | 203,506 | 1.25% | +9% |
| VLO | VALERO ENERGY CORP | $40.1M | 162,236 | 0.80% | +5% |
| RSP | INVESCO EXCHANGE TRADED FD T | $33.5M | 174,485 | 0.67% | +2% |
| IWP | ISHARES TR | $31.7M | 247,050 | 0.63% | +3% |
| PG | PROCTER & GAMBLE CO | $30.0M | 207,650 | 0.60% | +1% |
| NI | NISOURCE INC | $29.2M | 626,099 | 0.58% | +6% |
| VCIT | VANGUARD SCOTTSDALE FDS | $28.2M | 341,330 | 0.56% | +1% |
| PANW | PALO ALTO NETWORKS INC | $28.0M | 174,550 | 0.56% | +1% |
| TSLA | TESLA INC | $26.7M | 71,801 | 0.53% | +7% |
| IWS | ISHARES TR | $26.0M | 178,501 | 0.52% | +4% |
| UNP | UNION PAC CORP | $24.7M | 101,616 | 0.49% | +1% |
| DJP | BARCLAYS BANK PLC | $21.6M | 448,468 | 0.43% | +1% |
| NEE | NEXTERA ENERGY INC | $21.5M | 231,812 | 0.43% | +1% |
Trimmed (121)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| BBAX | J P MORGAN EXCHANGE TRADED F | $2.3M | 39,078 | 0.05% | -84% |
| CTAS | CINTAS CORP | $1.8M | 10,783 | 0.04% | -78% |
| CSGP | COSTAR GROUP INC | $1.5M | 37,094 | 0.03% | -78% |
| AMT | AMERICAN TOWER CORP | $4.2M | 24,337 | 0.08% | -61% |
| VPU | VANGUARD WORLD FD | $235,787 | 1,190 | 0.00% | -60% |
| EEM | ISHARES TR | $4.4M | 77,766 | 0.09% | -60% |
| FTV | FORTIVE CORP | $2.4M | 43,634 | 0.05% | -60% |
| VHT | VANGUARD WORLD FD | $824,343 | 3,027 | 0.02% | -57% |
| FISV | FISERV INC | $1.5M | 27,695 | 0.03% | -54% |
| MNST | MONSTER BEVERAGE CORP NEW | $5.4M | 74,858 | 0.11% | -52% |
| XLC | SELECT SECTOR SPDR TR | $204,127 | 1,841 | 0.00% | -52% |
| BDX | BECTON DICKINSON & CO | $2.4M | 15,363 | 0.05% | -51% |
| SCHW | SCHWAB CHARLES CORP | $6.5M | 69,055 | 0.13% | -50% |
| GBCI | GLACIER BANCORP INC NEW | $234,161 | 5,242 | 0.00% | -50% |
| MA | MASTERCARD INCORPORATED | $7.1M | 14,253 | 0.14% | -46% |
The book
Largest 150 of 328 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $238.2M | 643,356 | 4.74% | — |
| NVDA | NVIDIA CORPORATION | $236.6M | 1,356,572 | 4.71% | — |
| EFA | ISHARES TR | $219.4M | 2,258,978 | 4.37% | — |
| AAPL | APPLE INC | $217.1M | 855,552 | 4.32% | — |
| VB | VANGUARD INDEX FDS | $176.4M | 673,535 | 3.51% | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $134.4M | 2,485,963 | 2.68% | — |
| AMZN | AMAZON COM INC | $133.8M | 642,571 | 2.66% | — |
| IJH | ISHARES TR | $121.4M | 1,797,937 | 2.42% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $117.9M | 1,839,884 | 2.35% | — |
| GOOGL | ALPHABET INC | $91.7M | 318,816 | 1.83% | — |
| GOOG | ALPHABET INC | $91.3M | 318,344 | 1.82% | — |
| COST | COSTCO WHOLESALE CORPORATION | $88.1M | 88,436 | 1.75% | — |
| VGIT | VANGUARD SCOTTSDALE FDS | $87.1M | 1,463,406 | 1.74% | — |
| LLY | ELI LILLY & CO | $85.9M | 93,356 | 1.71% | — |
| JPM | JPMORGAN CHASE & CO | $81.1M | 275,805 | 1.62% | — |
| IWN | ISHARES TR | $74.0M | 390,279 | 1.47% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $73.7M | 153,713 | 1.47% | — |
| IWO | ISHARES TR | $70.3M | 224,148 | 1.40% | — |
| META | META PLATFORMS INC | $69.8M | 121,934 | 1.39% | — |
| IWR | ISHARES TR | $67.1M | 689,676 | 1.34% | — |
| AVGO | BROADCOM INC | $63.0M | 203,506 | 1.25% | — |
| V | VISA INC | $60.6M | 200,601 | 1.21% | — |
| IWD | ISHARES TR | $53.7M | 251,502 | 1.07% | — |
| IWF | ISHARES TR | $50.2M | 117,622 | 1.00% | — |
| SPYM | SPDR SERIES TRUST | $49.0M | 640,610 | 0.98% | — |
| WMT | WALMART INC | $48.9M | 392,907 | 0.97% | — |
| VV | VANGUARD INDEX FDS | $47.8M | 159,809 | 0.95% | — |
| MS | MORGAN STANLEY | $47.7M | 289,736 | 0.95% | — |
| LRCX | LAM RESEARCH CORP | $47.4M | 221,434 | 0.94% | — |
| CAT | CATERPILLAR INC | $42.9M | 60,596 | 0.85% | — |
| COLM | COLUMBIA SPORTSWEAR CO | $42.1M | 768,830 | 0.84% | — |
| LIN | LINDE PLC | $40.5M | 81,678 | 0.81% | — |
| VLO | VALERO ENERGY CORP | $40.1M | 162,236 | 0.80% | — |
| BIV | VANGUARD BD INDEX FDS | $39.7M | 514,947 | 0.79% | — |
| JNJ | JOHNSON & JOHNSON | $39.3M | 160,944 | 0.78% | — |
| CSCO | CISCO SYS INC | $36.4M | 469,041 | 0.72% | — |
| RSP | INVESCO EXCHANGE TRADED FD T | $33.5M | 174,485 | 0.67% | — |
| BAC | BANK AMERICA CORP | $33.4M | 684,384 | 0.66% | — |
| IWM | ISHARES TR | $33.1M | 133,502 | 0.66% | — |
| BKNG | BOOKING HOLDINGS INC | $32.7M | 7,759 | 0.65% | — |
| IWP | ISHARES TR | $31.7M | 247,050 | 0.63% | — |
| PH | PARKER-HANNIFIN CORP | $31.6M | 35,303 | 0.63% | — |
| PG | PROCTER & GAMBLE CO | $30.0M | 207,650 | 0.60% | — |
| HD | HOME DEPOT INC | $29.7M | 90,415 | 0.59% | — |
| NI | NISOURCE INC | $29.2M | 626,099 | 0.58% | — |
| AMAT | APPLIED MATLS INC | $28.3M | 82,748 | 0.56% | — |
| VCIT | VANGUARD SCOTTSDALE FDS | $28.2M | 341,330 | 0.56% | — |
| PLD | PROLOGIS INC. | $28.0M | 212,162 | 0.56% | — |
| PANW | PALO ALTO NETWORKS INC | $28.0M | 174,550 | 0.56% | — |
| CVX | CHEVRON CORPORATION | $27.0M | 130,520 | 0.54% | — |
| MCK | MCKESSON CORP | $26.7M | 30,835 | 0.53% | — |
| TSLA | TESLA INC | $26.7M | 71,801 | 0.53% | — |
| IWS | ISHARES TR | $26.0M | 178,501 | 0.52% | — |
| KO | COCA COLA CO | $25.6M | 334,230 | 0.51% | — |
| UNP | UNION PAC CORP | $24.7M | 101,616 | 0.49% | — |
| CB | CHUBB LTD SWITZ | $24.6M | 75,295 | 0.49% | — |
| PWR | QUANTA SVCS INC | $24.1M | 43,877 | 0.48% | — |
| EOG | EOG RES INC | $23.4M | 161,784 | 0.47% | — |
| NOW | SERVICENOW INC | $23.4M | 223,449 | 0.47% | — |
| DHR | DANAHER CORP DEL | $22.8M | 119,940 | 0.45% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $21.9M | 44,491 | 0.44% | — |
| DJP | BARCLAYS BANK PLC | $21.6M | 448,468 | 0.43% | — |
| NEE | NEXTERA ENERGY INC | $21.5M | 231,812 | 0.43% | — |
| HONGBP | HONEYWELL INTL INC | $20.8M | 92,141 | 0.41% | — |
| SYK | STRYKER CORPORATION | $20.6M | 62,543 | 0.41% | — |
| VRT | VERTIV HOLDINGS CO | $20.5M | 81,760 | 0.41% | — |
| EXMOC | EXXON MOBIL CORP | $20.4M | 120,275 | 0.41% | — |
| MDT | MEDTRONIC PLC | $20.0M | 229,003 | 0.40% | — |
| LHX | L3HARRIS TECHNOLOGIES INC | $19.9M | 57,662 | 0.40% | — |
| CRM | SALESFORCE INC | $19.8M | 106,320 | 0.40% | — |
| MRSH | MARSH & MCLENNAN COS INC | $19.8M | 114,009 | 0.39% | — |
| JIRE | J P MORGAN EXCHANGE TRADED F | $19.5M | 257,085 | 0.39% | — |
| ORLY | OREILLY AUTOMOTIVE INC | $19.1M | 207,053 | 0.38% | — |
| GE | GE AEROSPACE | $18.9M | 66,510 | 0.38% | — |
| MCD | MCDONALDS CORP | $18.8M | 60,406 | 0.37% | — |
| MDLZ | MONDELEZ INTL INC | $18.6M | 319,391 | 0.37% | — |
| TJX | TJX COS INC NEW | $18.3M | 114,736 | 0.36% | — |
| PCAR | PACCAR INC | $18.1M | 157,109 | 0.36% | — |
| IWB | ISHARES TR | $18.0M | 50,463 | 0.36% | — |
| ORCL | ORACLE CORP | $17.3M | 117,663 | 0.34% | — |
| GILD | GILEAD SCIENCES INC | $17.0M | 122,271 | 0.34% | — |
| ECL | ECOLAB INC | $16.2M | 60,624 | 0.32% | — |
| ETN | EATON CORP PLC | $16.1M | 45,001 | 0.32% | — |
| MRK | MERCK & CO INC | $15.9M | 131,499 | 0.32% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $15.3M | 23,521 | 0.31% | — |
| NFLX | NETFLIX INC. | $15.2M | 158,455 | 0.30% | — |
| CCK | CROWN HLDGS INC | $15.2M | 151,384 | 0.30% | — |
| VEU | VANGUARD INTL EQUITY INDEX F | $14.7M | 196,053 | 0.29% | — |
| SHW | SHERWIN WILLIAMS CO | $14.7M | 45,722 | 0.29% | — |
| URI | UNITED RENTALS INC | $14.4M | 19,782 | 0.29% | — |
| KKR | KKR & CO INC | $14.4M | 155,354 | 0.29% | — |
| DIS | DISNEY WALT CO | $13.7M | 142,368 | 0.27% | — |
| GVI | ISHARES TR | $13.2M | 123,321 | 0.26% | — |
| VTI | VANGUARD INDEX FDS | $13.0M | 40,390 | 0.26% | — |
| MRVL | MARVELL TECHNOLOGY INC | $12.7M | 127,730 | 0.25% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $11.6M | 47,855 | 0.23% | — |
| KRMN | KARMAN HLDGS INC | $11.2M | 139,292 | 0.22% | — |
| TXN | TEXAS INSTRS INC | $11.1M | 57,393 | 0.22% | — |
| ISRG | INTUITIVE SURGICAL INC | $11.1M | 24,158 | 0.22% | — |
| RTX | RTX CORPORATION | $11.1M | 57,530 | 0.22% | — |
| UPS | UNITED PARCEL SVCS INC | $11.1M | 112,416 | 0.22% | — |
| PEP | PEPSICO INC | $10.7M | 68,914 | 0.21% | — |
| SNPS | SYNOPSYS INC | $10.6M | 26,700 | 0.21% | — |
| TRMB | TRIMBLE INC | $10.1M | 155,480 | 0.20% | — |
| TMUS | T-MOBILE US INC | $9.5M | 45,179 | 0.19% | — |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $9.3M | 150,913 | 0.18% | — |
| APH | AMPHENOL CORP | $9.0M | 70,937 | 0.18% | — |
| GEV | GE VERNOVA INC | $8.8M | 10,073 | 0.18% | — |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $8.8M | 108,516 | 0.17% | — |
| ADBE | ADOBE INC | $8.7M | 35,801 | 0.17% | — |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $8.6M | 120,221 | 0.17% | — |
| SNX | TD SYNNEX CORPORATION | $8.3M | 49,126 | 0.17% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $7.7M | 52,707 | 0.15% | — |
| UBER | UBER TECHNOLOGIES INC | $7.7M | 106,430 | 0.15% | — |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $7.4M | 11,919 | 0.15% | — |
| IVV | ISHARES TR | $7.3M | 11,168 | 0.15% | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $7.2M | 10 | 0.14% | — |
| MA | MASTERCARD INCORPORATED | $7.1M | 14,253 | 0.14% | — |
| MET | METLIFE INC | $7.0M | 99,267 | 0.14% | — |
| BSX | BOSTON SCIENTIFIC CORP | $7.0M | 111,135 | 0.14% | — |
| CI | THE CIGNA GROUP | $6.9M | 25,830 | 0.14% | — |
| SPGI | S&P GLOBAL INC | $6.8M | 15,998 | 0.14% | — |
| FWONK | LIBERTY MEDIA CORP DEL | $6.7M | 78,522 | 0.13% | — |
| MU | MICRON TECHNOLOGY INC | $6.7M | 19,724 | 0.13% | — |
| SCHW | SCHWAB CHARLES CORP | $6.5M | 69,055 | 0.13% | — |
| SPSB | SPDR SERIES TRUST | $6.2M | 204,527 | 0.12% | — |
| UNH | UNITEDHEALTH GROUP INC | $5.7M | 21,232 | 0.11% | — |
| ANET | ARISTA NETWORKS INC | $5.5M | 44,617 | 0.11% | — |
| MNST | MONSTER BEVERAGE CORP NEW | $5.4M | 74,858 | 0.11% | — |
| EQIX | EQUINIX INC | $5.3M | 5,443 | 0.11% | — |
| LEN | LENNAR CORP | $5.2M | 59,374 | 0.10% | — |
| AMGN | AMGEN INC | $5.0M | 14,336 | 0.10% | — |
| SBUX | STARBUCKS CORP | $4.5M | 50,088 | 0.09% | — |
| EEM | ISHARES TR | $4.4M | 77,766 | 0.09% | — |
| VO | VANGUARD INDEX FDS | $4.3M | 15,114 | 0.09% | — |
| VONV | VANGUARD SCOTTSDALE FDS | $4.3M | 45,921 | 0.09% | — |
| AMT | AMERICAN TOWER CORP | $4.2M | 24,337 | 0.08% | — |
| SDY | SPDR SERIES TRUST | $4.1M | 28,178 | 0.08% | — |
| GWRE | GUIDEWIRE SOFTWARE INC | $4.0M | 27,003 | 0.08% | — |
| IJR | ISHARES TR | $3.8M | 30,222 | 0.07% | — |
| SYY | SYSCO CORP | $3.6M | 50,869 | 0.07% | — |
| LOW | LOWES COS INC | $3.5M | 14,671 | 0.07% | — |
| ITOT | ISHARES TR | $3.4M | 24,131 | 0.07% | — |
| ABBV | ABBVIE INC | $3.4M | 15,615 | 0.07% | — |
| NKE | NIKE INC | $3.4M | 63,793 | 0.07% | — |
| AXP | AMERICAN EXPRESS CO | $3.4M | 11,204 | 0.07% | — |
| RELY | REMITLY GLOBAL INC | $3.3M | 208,221 | 0.06% | — |
| DE | DEERE & CO | $3.1M | 5,549 | 0.06% | — |
| QQQ | INVESCO QQQ TR | $3.1M | 5,320 | 0.06% | — |
| VGT | VANGUARD WORLD FD | $3.1M | 4,381 | 0.06% | — |
This table is the 150 largest positions by value, out of 328 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by Badgley Phelps Wealth Managers, LLC (CIK 1895362, accession 0001895362-26-000004). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
Free · no spam
Get the weekly edge report
The best-performing indicator per asset, what changed this week, and the honest caveats — straight to your inbox.