Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers reported 344 stocks worth $5.8B in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are MSFT (5.8%), NVDA (5.3%) and AAPL (5.3%). Compared with Q2 2026, the fund opened new positions in XOM, added to MSFT, AAPL and EFA, trimmed NVDA, VB and IJH and sold out of XOM, PEG and CTSH.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSFT Microsoft Corp | $335M | 5.8% | 654K | +6,595 (+1%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $308M | 5.3% | 1.3M | −10K (−1%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $306M | 5.3% | 919K | +58K (+7%) | 8 of 8 | |
| 4 |  EFA Ishares TR | $247M | 4.3% | 2.4M | +70K (+3%) | 8 of 8 | |
| 5 |  VB Vanguard Index Fds | $177M | 3.0% | 622K | −31K (−5%) | 8 of 8 | |
| 6 |  AMZN Amazon Com Inc | $161M | 2.8% | 646K | No change | 8 of 8 | |
| 7 |  VWO Vanguard Intl Equity Index F | $153M | 2.6% | 2.6M | +48K (+2%) | 8 of 8 | |
| 8 |  VEA Vanguard Tax-Managed Fds | $138M | 2.4% | 1.9M | +44K (+2%) | 8 of 8 | |
| 9 |  IJH Ishares TR | $129M | 2.2% | 1.8M | −29K (−2%) | 8 of 8 | |
| 10 |  GOOG Alphabet Inc | $116M | 2.0% | 340K | +12K (+4%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $16.9M | 124K |
 PEG Public Svc Enterprise GR | $495K | 6,105 |
DIMENSIONAL ETF TRUST | $480K | 12K |
 CTSH Cognizant Technology Sol | $373K | 9,638 |
 BSX Boston Scientific Corp | $308K | 7,207 |
🔒 Free account: see all 14.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Badgley Phelps Wealth Managers 13F FAQ
What does Badgley Phelps Wealth Managers own?
Badgley Phelps Wealth Managers reported 344 stocks worth $5.8B in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are MSFT (5.8%), NVDA (5.3%) and AAPL (5.3%). The table above lists every position in the filing (the top 10 without an account).
What did Badgley Phelps Wealth Managers buy and sell in Q3 2026?
Compared with Q2 2026: 25 new positions, 120 added to, 140 trimmed and 14 sold out. New positions include XOM. It sold all of XOM, PEG and CTSH.
When will Badgley Phelps Wealth Managers file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Badgley Phelps Wealth Managers's portfolio worth?
The Q3 2026 filing reports $5.8B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.