Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Badgley Phelps Wealth Managers, LLC

•CIK: 1895362•Filing: Q4 2025

Badgley Phelps Wealth Managers, LLC, led by co-founders John Badgley and John Phelps, manages $5.5 billion with a focus on growth-oriented equities, currently holding significant positions in tech giants like MSFT and AAPL. Recently, the fund has made notable moves by adding MA and RTX with substantial gains, while exiting CMG and IEI, reflecting a strategic pivot towards high-growth sectors.

Total AUM

$5.5B

QoQ Performance

+14.9%

Positions

243

Top 10 Concentration

35.2%

Latest Filing

Q4 2025

Top Holdings Allocation

MSFT

MSFT6.1%

AAPL4.9%

NVDA4.7%

EFA4.0%

VB3.6%

AMZN2.8%

VWO2.4%

IJH2.2%

📈 Biggest Buys

VANGUARD INDEX FDS

+35.9%

3.6% of portfolio

APPLE INC

+23.7%

4.9% of portfolio

ISHARES TR

+551.2%

1.1% of portfolio

MICROSOFT CORP

+12.7%

6.1% of portfolio

SERVICENOW INC

+349.4%

0.6% of portfolio

📉 Biggest Sells

VANGUARD SCOTTSDALE FDS

-3.4%

1.6% of portfolio

VANGUARD INDEX FDS

-4.9%

0.9% of portfolio

TEXAS INSTRS INC

-23.9%

0.1% of portfolio

T-MOBILE US INC

-26.1%

0.1% of portfolio

SPDR SERIES TRUST

-4.0%

0.9% of portfolio

Sector Breakdown

Other45.1%

Technology26.2%

Consumer8.1%

Financial6.6%

Healthcare5.4%

Industrial2.6%

Materials1.3%

Energy1.0%

🚪 Exited Positionssold since Q3 2025

VERIZON COMMUNICATIONS INC

SOLD

$1.0M

ALTRIA GROUP INC

SOLD

$1.0M

CHIPOTLE MEXICAN GRILL INC

SOLD

$1.0M

ISHARES TR

SOLD

$883.2K

F5 INC

SOLD

$882.3K

+98 more exited positions

Changes from Q3 2025

NEW7 new positions

↑128 increased

↓61 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

NVIDIA CORPORATION

VANGUARD INDEX FDS

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