Badgley Phelps Wealth Managers, LLC Q2 2025 Filing

Filed July 16, 2025

Portfolio Value

$4.5T

Holdings

296

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (296 positions)

#	Stock	Shares	Value	% Portfolio
1	MSFTMICROSOFT CORP	651,507	$324.1B	7.18%
2	NVDANVIDIA CORPORATION	1,268,366	$200.4B	4.44%
3	EFAISHARES TR	2,200,405	$196.7B	4.36%
4	AAPLAPPLE INC	813,411	$166.9B	3.70%
5	AMZNAMAZON COM INC	606,867	$133.1B	2.95%
6	VBVANGUARD INDEX FDS	557,930	$132.6B	2.94%
7	IJHISHARES TR	1,691,938	$104.9B	2.32%
8	VWOVANGUARD INTL EQUITY INDEX F	2,093,716	$103.6B	2.29%
9	VEAVANGUARD TAX-MANAGED FDS	1,811,109	$103.3B	2.29%
10	COSTCOSTCO WHSL CORP NEW	91,829	$90.9B	2.01%
11	VGITVANGUARD SCOTTSDALE FDS	1,517,236	$90.7B	2.01%
12	JPMJPMORGAN CHASE & CO.	297,568	$86.3B	1.91%
13	METAMETA PLATFORMS INC	110,260	$81.4B	1.80%
14	VVISA INC	201,719	$71.6B	1.59%
15	BRK/BBERKSHIRE HATHAWAY INC DEL	143,081	$69.5B	1.54%
16	LLYELI LILLY & CO	85,341	$66.5B	1.47%
17	IWOISHARES TR	214,442	$61.3B	1.36%
18	IWRISHARES TR	654,268	$60.2B	1.33%
19	IWNISHARES TR	369,883	$58.4B	1.29%
20	GOOGALPHABET INC	303,669	$53.9B	1.19%
21	NOWSERVICENOW INC	49,784	$51.2B	1.13%
22	GOOGLALPHABET INC	286,337	$50.5B	1.12%
23	SPYMSPDR SERIES TRUST	668,002	$48.6B	1.08%
24	IWFISHARES TR	113,274	$48.1B	1.07%
25	VVVANGUARD INDEX FDS	165,723	$47.4B	1.05%
26	IWDISHARES TR	244,111	$47.4B	1.05%
27	COLMCOLUMBIA SPORTSWEAR CO	768,830	$47.0B	1.04%
28	BIVVANGUARD BD INDEX FDS	548,651	$42.4B	0.94%
29	DWDMORGAN STANLEY	288,064	$40.6B	0.90%
30	WMTWALMART INC	396,949	$38.8B	0.86%
31	BKNGBOOKING HOLDINGS INC	6,515	$37.7B	0.84%
32	AVGOBROADCOM INC	135,542	$37.4B	0.83%
33	PANWPALO ALTO NETWORKS INC	169,270	$34.6B	0.77%
34	PGPROCTER AND GAMBLE CO	210,665	$33.6B	0.74%
35	BACBANK AMERICA CORP	698,559	$33.1B	0.73%
36	CSCOCISCO SYS INC	473,776	$32.9B	0.73%
37	CRMSALESFORCE INC	119,634	$32.7B	0.72%
38	IWPISHARES TR	235,058	$32.6B	0.72%
39	LINLINDE PLC	68,132	$32.0B	0.71%
40	RSPINVESCO EXCHANGE TRADED FD T	172,506	$31.4B	0.69%
41	VCITVANGUARD SCOTTSDALE FDS	362,840	$30.1B	0.67%
42	MRSHMARSH & MCLENNAN COS INC	133,120	$29.1B	0.64%
43	ORCLORACLE CORP	131,015	$28.6B	0.63%
44	HDHOME DEPOT INC	75,263	$27.6B	0.61%
45	CATCATERPILLAR INC	68,154	$26.5B	0.59%
46	PHPARKER-HANNIFIN CORP	34,035	$23.8B	0.53%
47	KOCOCA COLA CO	324,815	$23.1B	0.51%
48	NINISOURCE INC	569,146	$23.0B	0.51%
49	UNPUNION PAC CORP	97,897	$22.5B	0.50%
50	PLDPROLOGIS INC.	211,123	$22.2B	0.49%
51	IWSISHARES TR	166,625	$22.0B	0.49%
52	MDLZMONDELEZ INTL INC	323,461	$22.0B	0.49%
53	MCKMCKESSON CORP	29,720	$21.8B	0.48%
54	CBCHUBB LIMITED	74,491	$21.7B	0.48%
55	HONHONEYWELL INTL INC	92,433	$21.5B	0.48%
56	KKRKKR & CO INC	160,818	$21.4B	0.47%
57	LRCXLAM RESEARCH CORP	217,038	$21.2B	0.47%
58	EOGEOG RES INC	172,447	$20.6B	0.46%
59	TSLATESLA INC	62,475	$19.8B	0.44%
60	VLOVALERO ENERGY CORP	147,483	$19.8B	0.44%
61	MDTMEDTRONIC PLC	224,157	$19.7B	0.44%
62	DHRDANAHER CORPORATION	97,369	$19.3B	0.43%
63	JNJJOHNSON & JOHNSON	124,368	$19.0B	0.42%
64	NFLXNETFLIX INC	14,103	$18.9B	0.42%
65	CVXCHEVRON CORP NEW	130,502	$18.7B	0.41%
66	JIREJ P MORGAN EXCHANGE TRADED F	264,030	$18.7B	0.41%
67	ORLYOREILLY AUTOMOTIVE INC	203,600	$18.4B	0.41%
68	SYKSTRYKER CORPORATION	45,351	$18.0B	0.40%
69	ADBEADOBE INC	45,968	$17.8B	0.39%
70	IWBISHARES TR	52,017	$17.7B	0.39%
71	EQIXEQUINIX INC	22,141	$17.6B	0.39%
72	DISDISNEY WALT CO	140,247	$17.4B	0.39%
73	GEGE AEROSPACE	63,665	$16.4B	0.36%
74	ECLECOLAB INC	60,652	$16.4B	0.36%
75	TMOTHERMO FISHER SCIENTIFIC INC	39,717	$16.1B	0.36%
76	DJPBARCLAYS BANK PLC	473,935	$16.1B	0.36%
77	MCDMCDONALDS CORP	54,685	$16.0B	0.35%
78	PEPPEPSICO INC	120,393	$15.9B	0.35%
79	SHWSHERWIN WILLIAMS CO	45,120	$15.5B	0.34%
80	ETNEATON CORP PLC	43,241	$15.4B	0.34%
81	NEENEXTERA ENERGY INC	219,990	$15.3B	0.34%
82	PCARPACCAR INC	156,500	$14.9B	0.33%
83	AMATAPPLIED MATLS INC	81,134	$14.9B	0.33%
84	AMTAMERICAN TOWER CORP NEW	65,269	$14.5B	0.32%
85	CSGPCOSTAR GROUP INC	176,286	$14.2B	0.31%
86	URIUNITED RENTALS INC	18,485	$13.9B	0.31%
87	VEUVANGUARD INTL EQUITY INDEX F	205,026	$13.8B	0.31%
88	GILDGILEAD SCIENCES INC	122,347	$13.6B	0.30%
89	SNPSSYNOPSYS INC	26,428	$13.5B	0.30%
90	LHXL3HARRIS TECHNOLOGIES INC	53,513	$13.4B	0.30%
91	UPSUNITED PARCEL SERVICE INC	131,519	$13.3B	0.29%
92	BBAXJ P MORGAN EXCHANGE TRADED F	243,473	$13.3B	0.29%
93	CITCINTAS CORP	59,524	$13.3B	0.29%
94	TJXTJX COS INC NEW	104,754	$12.9B	0.29%
95	VTIVANGUARD INDEX FDS	42,239	$12.9B	0.29%
96	SPYSPDR S&P 500 ETF TR	19,120	$11.8B	0.26%
97	CTSHCOGNIZANT TECHNOLOGY SOLUTIO	150,110	$11.7B	0.26%
98	CMGCHIPOTLE MEXICAN GRILL INC	202,611	$11.4B	0.25%
99	BSXBOSTON SCIENTIFIC CORP	104,948	$11.3B	0.25%
100	TMUST-MOBILE US INC	46,957	$11.2B	0.25%

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