Badgley Phelps Wealth Managers, LLC holds a diversified book of 328 reported positions worth $5.0B as of Q1 2026 (disclosed Apr 15, 2026, a ~15-day 13F lag). This quarter they opened Karman Holdings Inc and trimmed Microsoft Corp. Their largest long position is Microsoft Corp at 5% of the reported non-option book. Cloning the disclosed picks since 2021 would be +49% (+8.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Badgley Phelps Wealth Managers, LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +55.2%, a 6.2-point gap that is the cost of the ~15-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Badgley Phelps Wealth Managers, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~15 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
67% mapped to company sectors
+5 sectors below the cut, 4% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Badgley Phelps Wealth Managers, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.4B |
| Prospect Hill Management, LLC | 9 / 80 | $242.5M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Ardent Capital Management, Inc. | 21 / 80 | $213.5M |
| Draper Asset Management, LLC | 8 / 80 | $170.5M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $393.3M |
| Mogy Joel R Investment Counsel Inc | 42 / 80 | $1.5B |
| Emerald Advisors, LLC | 32 / 80 | $640.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Badgley Phelps Wealth Managers, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp COM | $238.2M | 643.4K | 4.7% | ▼−6.2% Reduced · −43K sh | |
| 2 | Nvidia Corporation COM | $236.6M | 1.36M | 4.7% | ▼−2.4% Reduced · −33K sh | |
| 3 | Ishares TR MSCI EAFE ETF | $219.4M | 2.26M | 4.4% | ▼−0.1% Reduced · −3K sh | |
| 4 | Apple Inc COM | $217.1M | 855.6K | 4.3% | ▼−13% Reduced · −124K sh | |
| 5 | Vanguard Index FDS SMALL CP ETF | $176.4M | 673.5K | 3.5% | ▼−12% Reduced · −92K sh | |
| 6 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $134.4M | 2.49M | 2.7% | ▲+2.9% Added · +70K sh | |
| 7 | Amazon Com Inc COM | $133.8M | 642.6K | 2.7% | ▼−4.2% Reduced · −28K sh | |
| 8 | Ishares TR CORE S&P MCP ETF | $121.4M | 1.80M | 2.4% | ▲+0.6% Added · +10K sh | |
| 9 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $117.9M | 1.84M | 2.3% | ▲+0.9% Added · +17K sh | |
| 10 | Alphabet Inc CAP STK CL A | $91.7M | 318.8K | 1.8% | ▼−12% Reduced · −44K sh | |
| 11 | Alphabet Inc CAP STK CL C | $91.3M | 318.3K | 1.8% | ▼−3.1% Reduced · −10K sh | |
| 12 | Costco Wholesale Corporation COM | $88.1M | 88.4K | 1.8% | ▼−2.9% Reduced · −3K sh | |
| 13 | Vanguard Scottsdale FDS INTER TERM TREAS | $87.1M | 1.46M | 1.7% | ▲+0.4% Added · +6K sh | |
| 14 | Eli Lilly & Co COM | $85.9M | 93.4K | 1.7% | ▼−9.8% Reduced · −10K sh | |
| 15 | JPMorgan Chase & Co COM | $81.1M | 275.8K | 1.6% | ▼−14% Reduced · −46K sh | |
| 16 | Ishares TR RUS 2000 VAL ETF | $74.0M | 390.3K | 1.5% | ▲+0.9% Added · +4K sh | |
| 17 | Berkshire Hathaway Inc Del CL B NEW | $73.7M | 153.7K | 1.5% | ▲+2.9% Added · +4K sh | |
| 18 | Ishares TR RUS 2000 GRW ETF | $70.3M | 224.1K | 1.4% | ▲+0.5% Added · +1K sh | |
| 19 | Meta Platforms Inc CL A | $69.8M | 121.9K | 1.4% | ▼−7.2% Reduced · −10K sh | |
| 20 | Ishares TR RUS MID CAP ETF | $67.1M | 689.7K | 1.3% | ▲+0.8% Added · +5K sh | |
| 21 | Broadcom Inc COM | $63.0M | 203.5K | 1.3% | ▲+8.9% Added · +17K sh | |
| 22 | Visa Inc COM CL A | $60.6M | 200.6K | 1.2% | ▼−1.2% Reduced · −2K sh | |
| 23 | Ishares TR RUS 1000 VAL ETF | $53.7M | 251.5K | 1.1% | ▼−12% Reduced · −33K sh | |
| 24 | Ishares TR RUS 1000 GRW ETF | $50.2M | 117.6K | 1.0% | ▼−1.7% Reduced · −2K sh | |
| 25 | SPDR Series Trust STATE STREET SPD | $49.0M | 640.6K | 1.0% | ▼−0.8% Reduced · −5K sh | |
| 26 | Walmart Inc COM | $48.9M | 392.9K | 1.0% | ▼−4.1% Reduced · −17K sh | |
| 27 | Vanguard Index FDS LARGE CAP ETF | $47.8M | 159.8K | 1.0% | ▲+0.9% Added · +1K sh | |
| 28 | Morgan Stanley COM NEW | $47.7M | 289.7K | 0.9% | ▼−2.1% Reduced · −6K sh | |
| 29 | Lam Research Corp COM NEW | $47.4M | 221.4K | 0.9% | ▼−27% Reduced · −83K sh | |
| 30 | Caterpillar Inc COM | $42.9M | 60.6K | 0.9% | ▼−15% Reduced · −11K sh | |
| 31 | Columbia Sportswear Co COM | $42.1M | 768.8K | 0.8% | —Held | |
| 32 | Linde PLC SHS | $40.5M | 81.7K | 0.8% | ▼−15% Reduced · −14K sh | |
| 33 | Valero Energy Corp COM | $40.1M | 162.2K | 0.8% | ▲+4.8% Added · +7K sh | |
| 34 | Vanguard BD Index FDS INTERMED TERM | $39.7M | 514.9K | 0.8% | ▲+0.3% Added · +1K sh | |
| 35 | Johnson & Johnson COM | $39.3M | 160.9K | 0.8% | ▼−15% Reduced · −28K sh | |
| 36 | Cisco Sys Inc COM | $36.4M | 469.0K | 0.7% | ▼−1.8% Reduced · −9K sh | |
| 37 | Invesco Exchange Traded FD T S&P500 EQL WGT | $33.5M | 174.5K | 0.7% | ▲+2.4% Added · +4K sh | |
| 38 | Bank America Corp COM | $33.4M | 684.4K | 0.7% | ▼−3.1% Reduced · −22K sh | |
| 39 | Ishares TR RUSSELL 2000 ETF | $33.1M | 133.5K | 0.7% | ▼−45% Reduced · −107K sh | |
| 40 | Booking Holdings Inc COM | $32.7M | 7.8K | 0.7% | ▼−13% Reduced · −1K sh | |
| 41 | Ishares TR RUS MD CP GR ETF | $31.7M | 247.1K | 0.6% | ▲+2.8% Added · +7K sh | |
| 42 | Parker-Hannifin Corp COM | $31.6M | 35.3K | 0.6% | ▼−1.3% Reduced · −479 sh | |
| 43 | Procter & Gamble Co COM | $30.0M | 207.7K | 0.6% | ▲+1.1% Added · +2K sh | |
| 44 | Home Depot Inc COM | $29.7M | 90.4K | 0.6% | ▼−14% Reduced · −15K sh | |
| 45 | Nisource Inc COM | $29.2M | 626.1K | 0.6% | ▲+5.6% Added · +33K sh | |
| 46 | Applied Matls Inc COM | $28.3M | 82.7K | 0.6% | ▼−0.5% Reduced · −379 sh | |
| 47 | Vanguard Scottsdale FDS INT-TERM CORP | $28.2M | 341.3K | 0.6% | ▲+1.0% Added · +3K sh | |
| 48 | Prologis Inc. COM | $28.0M | 212.2K | 0.6% | ▼−0.8% Reduced · −2K sh | |
| 49 | Palo Alto Networks Inc COM | $28.0M | 174.6K | 0.6% | ▲+1.3% Added · +2K sh | |
| 50 | Chevron Corporation COM | $27.0M | 130.5K | 0.5% | ▼−0.4% Reduced · −476 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1895362/holdings"
Use Arkolith to show Badgley Phelps Wealth Managers, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 15d | 328 | $5.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 28d | 327 | $5.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 35d | 296 | $4.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 16d | 296 | $4.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 30d | 299 | $4.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 42d | 288 | $4.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 18d | 290 | $4.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 45d | 254 | $4.0B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 45d | 376 | $4.0B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 45d | 241 | $3.7B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 2, 2023 | 33d | 247 | $2.9B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 15, 2023 | 46d | 258 | $3.0B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 28, 2023 | 28d | 223 | $2.7B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 27, 2023 | 27d | 227 | $2.5B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 9, 2022 | 40d | 216 | $2.3B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 1, 2022 | 32d | 221 | $2.4B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 9, 2022 | 39d | 236 | $2.9B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 8, 2022 | 39d | 235 | $3.1B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 29, 2021 | 60d | 220 | $2.8B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.