StockDriftsStockDriftsTop 50 Badgley Phelps Wealth Managers, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4.76% | 1.36M | $271.7M | +0.10%(+1.31K) | $38.02(+494.63%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.37% | 861.4K | $249.3M | +0.68%(+5.84K) | $170.15(+79.48%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.23% | 647.0K | $241.4M | +0.57%(+3.69K) | $323.27(+50.36%) | 2026-06-30 | |
| EFA | ISHARES TR | 4.2% | 2.31M | $239.7M | +2.14%(+48.24K) | $78.15(+39.04%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 3.47% | 653.2K | $198.0M | -3.01%(-20.30K) | $227.96(+35.31%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.69% | 645.4K | $153.8M | +0.45%(+2.88K) | $167.88(+56.38%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.65% | 2.54M | $151.5M | +2.10%(+52.24K) | $48.55(+24.37%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.46% | 1.82M | $140.5M | +1.31%(+23.61K) | $54.36(+44.50%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.38% | 1.90M | $135.7M | +3.48%(+64.02K) | $50.33(+47.04%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.03% | 327.3K | $115.7M | +2.82%(+8.97K) | $145.77(+135.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.34% | +65.74% | — | — | +54.30% |
| Top 20 Holdings Unweighted | +20.53% | +75.10% | — | — | +60.04% |
Badgley Phelps Wealth Managers, LLC reports $5.71B in US-listed equity holdings across 333 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (4.8%), AAPL (4.4%) and MSFT (4.2%). The top 20 holdings account for 49.12% of reported assets. Its disclosed equity book has returned +65.74% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Badgley Phelps Wealth Managers, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1895362). View Badgley Phelps Wealth Managers, LLC’s 13F filings on SEC