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 06-30-2025 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:
- A decrease of -757,978 shares of $JPST (~$38,414,325). This was a decrease of ~93% from their previous position.
- A decrease of -451,696 shares of $JEPI (~$25,678,918). This was a decrease of ~98% from their previous position.
- An addition of 417,807 shares of $VGIT (~$24,989,037). This was an increase of ~38% over their previous position.
- An addition of 82,916 shares of $AVGO (~$22,855,795). This was an increase of ~158% over their previous position.
- An addition of 113,196 shares of $RSP (~$20,572,241). This was an increase of ~191% over their previous position.
- An addition of 264,030 shares of $JIRE (~$18,685,403). 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.
