Badgley Phelps Wealth Managers, LLC - Portfolio overview

Badgley Phelps Wealth Managers, LLC has 342 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 4.66%
2. NVDA - NVIDIA CORPORATION, 4.63%
3. EFA - ISHARES TR, 4.30%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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