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Fund Update: Badgley Phelps Wealth Managers, LLC Just Disclosed New Holdings

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Badgley Phelps Wealth Managers, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.

Per our estimates, the largest stock moves were:

  • An addition of 202,321 shares of $VB (~$52,188,702). This was an increase of ~36% over their previous position.
  • An addition of 187,796 shares of $AAPL (~$51,054,221). This was an increase of ~24% over their previous position.
  • An addition of 203,778 shares of $IWM (~$50,161,992). This was an increase of ~551% over their previous position.
  • An addition of 77,104 shares of $MSFT (~$37,289,036). This was an increase of ~13% over their previous position.
  • An addition of 77,507 shares of $GOOGL (~$24,259,691). This was an increase of ~27% over their previous position.
  • An addition of 114,859 shares of $NVDA (~$21,421,204). This was an increase of ~9% over their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Quiver Quantitative's fund page for Badgley Phelps Wealth Managers, LLC for more details.

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