Badgley Phelps Wealth Managers 13F Holdings & Latest Moves

13F filer · Latest filing Oct 22, 2026

Latest 13F moves (filed Oct 22, 2026): 23 added, 23 reduced. Largest change by value: added $MSFT ($335.25M held).

New positions
0
Added / reduced
23 / 23
Sold out
0

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$MSFT Added +6.59K (+1.02%) 653.64K $335.25M —
$AAPL Added +57.53K (+6.68%) 918.92K $306.02M —
$EFA Added +70.47K (+3.05%) 2.38M $247.02M —
$VWO Added +47.81K (+1.88%) 2.59M $153.38M —
$VEA Added +43.79K (+2.30%) 1.95M $137.53M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VB Reduced -31.25K (-4.78%) 621.99K $176.95M —
$IJH Reduced -29.37K (-1.61%) 1.79M $128.95M —
$GOOGL Reduced -3.57K (-1.15%) 307.66K $105.86M Read
$VGIT Reduced -52.74K (-3.54%) 1.44M $81.42M —
$COST Reduced -1.53K (-1.69%) 89.07K $81.08M —

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$MSFT Added +6.59K (+1.02%) 653.64K $335.25M —
$AAPL Added +57.53K (+6.68%) 918.92K $306.02M —
$EFA Added +70.47K (+3.05%) 2.38M $247.02M —
$VWO Added +47.81K (+1.88%) 2.59M $153.38M —
$VEA Added +43.79K (+2.30%) 1.95M $137.53M —
$GOOG Added +12.49K (+3.82%) 339.81K $115.79M —
$IWF Added +37.01K (+7.30%) 543.80K $68.12M —
$IWF Added +37.01K (+7.30%) 543.80K $68.12M —
$RSP Added +18.50K (+9.71%) 208.99K $43.47M —
$SMMD Added +119.74K (+42.84%) 399.25K $34.14M —
$MU Added +1.69K (+5.71%) 31.32K $33.36M —
$VCIT Added +50.44K (+14.55%) 397.15K $31.10M —
$JIRE Added +22.84K (+8.72%) 284.67K $23.39M —
$GEV Added +8.67K (+64.22%) 22.17K $21.07M —
$SPY Added +1.88K (+8.24%) 24.70K $18.87M —
$AMD Added +9.22K (+43.86%) 30.24K $18.50M —
$APH Added +101.84K (+121.96%) 185.34K $15.65M —
$GVI Added +14.31K (+10.44%) 151.41K $15.61M —
$PLTR Added +9.31K (+14.05%) 75.58K $14.14M —
$EWY Added +15.15K (+24.53%) 76.89K $14.05M —
$ABBV Added +24.29K (+156.21%) 39.84K $10.42M —
$VRTX Added +11.96K (+619.84%) 13.89K $7.26M —
$MNST Added +28.34K (+51.85%) 83K $3.45M Read

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VB Reduced -31.25K (-4.78%) 621.99K $176.95M —
$IJH Reduced -29.37K (-1.61%) 1.79M $128.95M —
$GOOGL Reduced -3.57K (-1.15%) 307.66K $105.86M Read
$VGIT Reduced -52.74K (-3.54%) 1.44M $81.42M —
$COST Reduced -1.53K (-1.69%) 89.07K $81.08M —
$PANW Reduced -3.30K (-1.76%) 184.58K $73.34M Read
$LRCX Reduced -7.96K (-3.87%) 197.84K $65.05M —
$VLO Reduced -6.77K (-4.35%) 148.69K $57.63M —
$CAT Reduced -2.31K (-3.64%) 61.15K $49.58M —
$BIV Reduced -23.97K (-4.58%) 499.86K $36.42M —
$LIN Reduced -2.70K (-3.45%) 75.58K $35.88M Read
$MRVL Reduced -4.49K (-3.49%) 124.11K $32.79M Read
$IWM Reduced -14.71K (-12.86%) 99.64K $27.69M —
$TMO Reduced -2.02K (-4.77%) 40.35K $27.25M —
$BKNG Reduced -11.36K (-6.77%) 156.57K $25.51M —
$HD Reduced -4.98K (-5.73%) 81.99K $23.33M —
$CRM Reduced -6.43K (-6.26%) 96.34K $22.15M —
$VRT Reduced -6.23K (-7.09%) 81.62K $19.70M —
$RTX Reduced -7.47K (-16.95%) 36.59K $6.79M —
$TMUS Reduced -34.57K (-69.92%) 14.87K $2.43M —
$UBER Reduced -101.41K (-89.79%) 11.53K $789.58K —
$JPST Reduced -28.05K (-83.31%) 5.62K $283.03K —
$LEN Reduced -59.87K (-94.90%) 3.21K $262.31K —

All tracked 13F moves by Badgley Phelps Wealth Managers

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VRT Reduced -6.23K (-7.09%) 81.62K $19.70M —
$VB Reduced -31.25K (-4.78%) 621.99K $176.95M —
$VGIT Reduced -52.74K (-3.54%) 1.44M $81.42M —
$BIV Reduced -23.97K (-4.58%) 499.86K $36.42M —
$VLO Reduced -6.77K (-4.35%) 148.69K $57.63M —
$TMO Reduced -2.02K (-4.77%) 40.35K $27.25M —
$HD Reduced -4.98K (-5.73%) 81.99K $23.33M —
$CRM Reduced -6.43K (-6.26%) 96.34K $22.15M —
$PANW Reduced -3.30K (-1.76%) 184.58K $73.34M Read
$MRVL Reduced -4.49K (-3.49%) 124.11K $32.79M Read
$LIN Reduced -2.70K (-3.45%) 75.58K $35.88M Read
$LRCX Reduced -7.96K (-3.87%) 197.84K $65.05M —
$IJH Reduced -29.37K (-1.61%) 1.79M $128.95M —
$COST Reduced -1.53K (-1.69%) 89.07K $81.08M —
$CAT Reduced -2.31K (-3.64%) 61.15K $49.58M —
$BKNG Reduced -11.36K (-6.77%) 156.57K $25.51M —
$GOOGL Reduced -3.57K (-1.15%) 307.66K $105.86M Read
$UBER Reduced -101.41K (-89.79%) 11.53K $789.58K —
$TMUS Reduced -34.57K (-69.92%) 14.87K $2.43M —
$RTX Reduced -7.47K (-16.95%) 36.59K $6.79M —
$LEN Reduced -59.87K (-94.90%) 3.21K $262.31K —
$JPST Reduced -28.05K (-83.31%) 5.62K $283.03K —
$IWM Reduced -14.71K (-12.86%) 99.64K $27.69M —
$VRTX Added +11.96K (+619.84%) 13.89K $7.26M —
$VCIT Added +50.44K (+14.55%) 397.15K $31.10M —
$VWO Added +47.81K (+1.88%) 2.59M $153.38M —
$VEA Added +43.79K (+2.30%) 1.95M $137.53M —
$SPY Added +1.88K (+8.24%) 24.70K $18.87M —
$SMMD Added +119.74K (+42.84%) 399.25K $34.14M —
$PLTR Added +9.31K (+14.05%) 75.58K $14.14M —
$MNST Added +28.34K (+51.85%) 83K $3.45M Read
$MSFT Added +6.59K (+1.02%) 653.64K $335.25M —
$MU Added +1.69K (+5.71%) 31.32K $33.36M —
$JIRE Added +22.84K (+8.72%) 284.67K $23.39M —
$IWF Added +37.01K (+7.30%) 543.80K $68.12M —
$IWF Added +37.01K (+7.30%) 543.80K $68.12M —
$EWY Added +15.15K (+24.53%) 76.89K $14.05M —
$EFA Added +70.47K (+3.05%) 2.38M $247.02M —
$RSP Added +18.50K (+9.71%) 208.99K $43.47M —
$GVI Added +14.31K (+10.44%) 151.41K $15.61M —
$GEV Added +8.67K (+64.22%) 22.17K $21.07M —
$AAPL Added +57.53K (+6.68%) 918.92K $306.02M —
$APH Added +101.84K (+121.96%) 185.34K $15.65M —
$GOOG Added +12.49K (+3.82%) 339.81K $115.79M —
$AMD Added +9.22K (+43.86%) 30.24K $18.50M —
$ABBV Added +24.29K (+156.21%) 39.84K $10.42M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Badgley Phelps Wealth Managers holds or traded

Frequently asked questions

What did Badgley Phelps Wealth Managers buy and sell in its latest 13F?

It opened or added to $MSFT, $AAPL, $EFA, $VWO and $VEA; it cut or exited $VB, $IJH, $GOOGL, $VGIT and $COST.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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