1y return+16.6%S&P 500 +20.9%
3y return+49.3%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2021: $144 against $174 in the S&P 500.2
Badgley Phelps Wealth Managers, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $271.7M | 4.8% | |
| AAPLApple Inc | $249.3M | 4.4% | |
| MSFTMicrosoft Corp | $241.4M | 4.2% | |
| EFAIshares Tr | $239.7M | 4.2% | +2.1% |
| VBVanguard Index Fds | $198.0M | 3.5% | −3.0% |
| AMZNAmazon Com Inc | $153.8M | 2.7% | |
| VWOVanguard Intl Equity Index F | $151.5M | 2.7% | +2.1% |
| IJHIshares Tr | $140.5M | 2.5% | +1.3% |
| VEAVanguard Tax-managed Fds | $135.7M | 2.4% | +3.5% |
| GOOGAlphabet Inc | $115.7M | 2.0% | +2.8% |
| GOOGLAlphabet Inc | $111.2M | 1.9% | −2.4% |
| LLYEli Lilly & Co | $111.1M | 1.9% | |
| IWOIshares Tr | $90.0M | 1.6% | +1.9% |
| JPMJpmorgan Chase & Co | $89.9M | 1.6% | |
| LRCXLam Research Corp | $89.2M | 1.6% | −7.1% |
| IWNIshares Tr | $88.0M | 1.5% | +2.0% |
| VGITVanguard Scottsdale Fds | $87.9M | 1.5% | +1.8% |
| COSTCostco Wholesale Corporation | $84.8M | 1.5% | +2.4% |
| AVGOBroadcom Inc | $78.0M | 1.4% | +1.4% |
| BRK/BBerkshire Hathaway Inc Del | $76.5M | 1.3% | |
| VVisa Inc | $69.6M | 1.2% | +1.1% |
| METAMeta Platforms Inc | $68.6M | 1.2% | |
| CATCaterpillar Inc | $67.6M | 1.2% | +4.7% |
| PANWPalo Alto Networks Inc | $64.1M | 1.1% | +7.6% |
| IWDIshares Tr | $63.0M | 1.1% | +3.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | September 30, 2021 | +865.9% | $271.7M |
| AVGOBroadcom Inc | September 30, 2021 | +678.9% | $78.0M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $89.2M |
| AMATApplied Matls Inc | September 30, 2021 | +461.6% | $59.8M |
| CATCaterpillar Inc | September 30, 2021 | +454.7% | $67.6M |
| LLYEli Lilly & Co | September 30, 2021 | +419.1% | $111.1M |
| PANWPalo Alto Networks Inc | September 30, 2021 | +327.2% | $64.1M |
| VLOValero Energy Corp | September 30, 2021 | +269.1% | $40.5M |
| GOOGLAlphabet Inc | September 30, 2021 | +167.3% | $111.2M |
| GOOGAlphabet Inc | September 30, 2021 | +165.1% | $115.7M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $20.8M
- WATWaters Corp was $516K
- MUBIshares Tr was $467K
- UPROProshares Tr was $425K
- CRWDCrowdstrike Hldgs Inc was $350K
- SHELShell PLC was $270K
- CLXClorox Co Del was $252K
- CMECme Group Inc was $250K
- VPUVanguard World Fd was $236K
- NYTNew York Times Co Mtn Be was $228K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.8% | +14.8% |
| March 31, 2026 | −3.4% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +6.0% | +7.8% |
| June 30, 2025 | +8.6% | +10.5% |
| March 31, 2025 | −3.8% | −4.6% |
| December 31, 2024 | −0.0% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| June 30, 2024 | +1.6% | +4.0% |
| March 31, 2024 | +8.3% | +10.0% |
| December 31, 2023 | +10.0% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +6.6% | +8.3% |
| March 31, 2023 | +6.2% | +7.0% |
| December 31, 2022 | +7.0% | +7.1% |
| September 30, 2022 | −6.1% | −5.3% |
| June 30, 2022 | −15.4% | −16.5% |
| March 31, 2022 | −7.1% | −4.9% |
| December 31, 2021 | +7.7% | +10.7% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Badgley Phelps Wealth Managers, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1895362&type=13F-HR&dateb=&owner=include&count=40CIK 1895362
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1895362/000189536226000006/Filed July 31, 2026 · accession 0001895362-26-000006