Badgley Phelps Wealth Managers, LLC

Investment Portfolio & 13F Holdings Analysis

About

Badgley Phelps Wealth Managers, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 299 holdings worth $4.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 299
Total Value: 4142234691
Accession Number: 0001895362-25-000004
Form Type: 13F-HR
CIK: 0001895362
Manager Name: Badgley Phelps Wealth Managers, LLC

Data Enrichment

87% identified

259 identified40 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

299 positions • $4,142,234.691K total value

299 positions

Manager:

SEC FilingSEC DataHachi Filing

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MICROSOFT CORP

MSFT|594918104

645237(+3.3%)

Value:

$242.2B(-8.0%)

464287465

EFA|464287465

2234468(-1.5%)

Value:

$182.6B(+6.5%)

Apple Inc.

AAPL|037833100

814440(-0.1%)

Value:

$180.9B(-11.4%)

NVIDIA CORP

NVDA|67066G104

1275380(-2.1%)

Value:

$138.2B(-21.0%)

922908751

VB|922908751

541667(+2.5%)

Value:

$120.1B(-5.4%)

AMAZON COM INC

AMZN|023135106

608344(-0.6%)

Value:

$115.7B(-13.8%)

464287507

IJH|464287507

1641452(+3.4%)

Value:

$95.8B(-3.2%)

922042858

VWO|922042858

2102362(-1.4%)

Value:

$95.2B(+1.4%)

921943858

VEA|921943858

1836739(-1.5%)

Value:

$93.4B(+4.7%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

91973(-0.8%)

Value:

$87.0B(+2.4%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

158614(-0.2%)

Value:

$84.5B(+17.2%)

JPMORGAN CHASE & CO

JPM|46625H100

299541(-1.0%)

Value:

$73.5B(+1.3%)

ELI LILLY & Co

LLY|532457108

87147(-3.4%)

Value:

$72.0B(+3.3%)

VISA INC.

V|92826C839

200688(-1.5%)

Value:

$70.3B(+9.2%)

92206C706

VGIT|92206C706

1099429(+59.3%)

Value:

$65.3B(+63.1%)

Meta Platforms, Inc.

META|30303M102

110761(+5.1%)

Value:

$63.8B(+3.5%)

COLUMBIA SPORTSWEAR CO

COLM|198516106

768830(-4.0%)

Value:

$58.2B(-13.4%)

464287630

IWN|464287630

360059(+1.8%)

Value:

$54.4B(-6.4%)

464287499

IWR|464287499

635070(+2.4%)

Value:

$54.0B(-1.4%)

464287648

IWO|464287648

208771(+3.3%)

Value:

$53.3B(-8.3%)

Instrument	Shares		Other Manager	Value
Microsoft Corp(MSFTcusip594918104)	645.2K	QoQ +3.26% (-20.4K) YoY +1.70% (-10.8K)	All Managers (Combined)	$242.2M	QoQ -8.03% (-$21.2M) YoY -9.25% (-$24.7M)
(EFAcusip464287465)	2.2M	QoQ -1.50% (-34.2K) YoY -1.85% (-42.3K)	All Managers (Combined)	$182.6M	QoQ +6.46% (-$11.1M) YoY +0.43% (-$798.3K)
Apple Inc.(AAPLcusip037833100)	814.4K	QoQ -0.12% (-988) YoY +230619.54% (+814.1K)	All Managers (Combined)	$180.9M	QoQ -11.40% (-$23.3M) YoY +298670.64% (+$180.9M)
Nvidia Corp(NVDAcusip67066G104)	1.3M	QoQ -2.09% (-27.3K) YoY +723.68% (-1.1M)	All Managers (Combined)	$138.2M	QoQ -20.97% (-$36.7M) YoY -1.19% (-$1.7M)
(VBcusip922908751)	541.7K	QoQ +2.53% (-13.4K) YoY +4.23% (+22.0K)	All Managers (Combined)	$120.1M	QoQ -5.36% (-$6.8M) YoY +1.11% (+$1.3M)
Amazon Com Inc(AMZNcusip023135106)	608.3K	QoQ -0.57% (-3.5K) YoY +214862.54% (+608.1K)	All Managers (Combined)	$115.7M	QoQ -13.77% (-$18.5M) YoY +226634.70% (+$115.7M)
(IJHcusip464287507)	1.6M	QoQ +3.37% (-53.6K) YoY +4.48% (+70.5K)	All Managers (Combined)	$95.8M	QoQ -3.19% (-$3.2M) YoY +0.37% (+$357.5K)
(VWOcusip922042858)	2.1M	QoQ -1.37% (-29.3K) YoY +0.18% (+3.9K)	All Managers (Combined)	$95.2M	QoQ +1.35% (-$1.3M) YoY +8.55% (+$7.5M)
(VEAcusip921943858)	1.8M	QoQ -1.50% (-28.0K) YoY -2.86% (-54.1K)	All Managers (Combined)	$93.4M	QoQ +4.69% (-$4.2M) YoY -1.58% (-$1.5M)
Costco Wholesale Corp /New(COSTcusip22160K105)	92.0K	QoQ -0.80% (-745) YoY -4.48% (-4.3K)	All Managers (Combined)	$87.0M	QoQ +2.39% (-$2.0M) YoY +23.30% (-$16.4M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	158.6K	QoQ -0.21% (-339) YoY +4.22% (+6.4K)	All Managers (Combined)	$84.5M	QoQ +17.24% (-$12.4M) YoY +31.99% (+$20.5M)
Jpmorgan Chase & Co(JPMcusip46625H100)	299.5K	QoQ -1.00% (-3.0K) YoY +1.82% (+5.4K)	All Managers (Combined)	$73.5M	QoQ +1.30% (-$947.6K) YoY +24.70% (+$14.6M)
Eli Lilly & Co(LLYcusip532457108)	87.1K	QoQ -3.44% (-3.1K) YoY -9.76% (-9.4K)	All Managers (Combined)	$72.0M	QoQ +3.29% (-$2.3M) YoY -4.20% (-$3.2M)
Visa Inc.(Vcusip92826C839)	200.7K	QoQ -1.48% (-3.0K) YoY -4.79% (-10.1K)	All Managers (Combined)	$70.3M	QoQ +9.24% (-$6.0M) YoY +19.55% (-$11.5M)
(VGITcusip92206C706)	1.1M	QoQ +59.30% (+409.3K) YoY +61.73% (+419.7K)	All Managers (Combined)	$65.3M	QoQ +63.15% (+$25.3M) YoY +64.08% (+$25.5M)
Meta Platforms, Inc.(METAcusip30303M102)	110.8K	QoQ +5.14% (+5.4K) YoY +2.14% (+2.3K)	All Managers (Combined)	$63.8M	QoQ +3.49% (+$2.2M) YoY +21.24% (+$11.2M)
Columbia Sportswear Co(COLMcusip198516106)	768.8K	QoQ -3.97% (-31.8K) YoY -4.46% (-35.9K)	All Managers (Combined)	$58.2M	QoQ -13.40% (-$9.0M) YoY -10.92% (-$7.1M)
(IWNcusip464287630)	360.1K	QoQ +1.79% (-6.3K) YoY +1.97% (-7.0K)	All Managers (Combined)	$54.4M	QoQ -6.38% (-$3.7M) YoY -3.05% (-$1.7M)
(IWRcusip464287499)	635.1K	QoQ +2.41% (-15.0K) YoY +6.33% (+37.8K)	All Managers (Combined)	$54.0M	QoQ -1.44% (-$792.5K) YoY +7.57% (+$3.8M)
(IWOcusip464287648)	208.8K	QoQ +3.25% (-6.6K) YoY +3.90% (-7.9K)	All Managers (Combined)	$53.3M	QoQ -8.32% (-$4.8M) YoY -1.95% (-$1.1M)