StockDriftsStockDriftsTop 50 Badgley Phelps Wealth Managers, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 4.74% | 643.4K | $238.2M | -6.23%(-42.78K) | $323.02(+27.35%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.71% | 1.36M | $236.6M | -2.41%(-33.48K) | $37.88(+418.76%) | 2026-03-31 | |
| EFA | ISHARES TR | 4.37% | 2.26M | $219.4M | -0.12%(-2.79K) | $77.70(+31.32%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.32% | 855.6K | $217.1M | -12.68%(-124.26K) | $169.95(+67.22%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 3.51% | 673.5K | $176.4M | -12.05%(-92.29K) | $227.96(+25.76%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.68% | 2.49M | $134.4M | +2.88%(+69.52K) | $48.42(+22.60%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.66% | 642.6K | $133.8M | -4.24%(-28.46K) | $167.65(+63.17%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.42% | 1.80M | $121.4M | +0.57%(+10.13K) | $54.14(+35.34%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.35% | 1.84M | $117.9M | +0.96%(+17.44K) | $49.77(+38.61%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.83% | 318.8K | $91.7M | -12.19%(-44.27K) | $160.06(+142.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.18% | +56.82% |
| Top 20 Holdings Unweighted | +18.28% | +65.49% |
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