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 03-31-2025 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 409,293 shares of $VGIT (~$24,312,004). This was an increase of ~59% over their previous position.
- A decrease of -337,160 shares of $SPLG (~$22,171,642). This was a decrease of ~33% from their previous position.
- A decrease of -80,346 shares of $IWD (~$15,117,903). This was a decrease of ~25% from their previous position.
- A decrease of -170,052 shares of $VXUS (~$10,560,229). This was a decrease of ~86% from their previous position.
- An addition of 50,486 shares of $CTAS (~$10,376,388). This was an increase of ~813% over their previous position.
- An addition of 59,310 shares of $RSP (~$10,274,271). This was an increase of ~inf% 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.
