Badgley Phelps Wealth Managers, LLC
Top Portfolio Positions
221 positions ·
$3,257,439,743 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
643,356 | $238,151,090 | 7.31% | |
| NVDA |
Nvidia Corp
Technology
|
1,356,572 | $236,586,156 | 7.26% | |
| AAPL |
Apple Inc.
Technology
|
855,552 | $217,130,542 | 6.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
642,571 | $133,828,262 | 4.11% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
318,816 | $91,678,728 | 2.81% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
88,436 | $88,120,283 | 2.71% | |
| LLY |
ELI LILLY & Co
Healthcare
|
93,356 | $85,866,048 | 2.64% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
275,805 | $81,130,798 | 2.49% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
153,713 | $73,659,269 | 2.26% | |
| META |
Meta Platforms, Inc.
Communication Services
|
121,934 | $69,762,099 | 2.14% |
Portfolio Trend
19 quarters · across all stocks
Holdings in HFWA
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $545,246 | 20,971 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $641,269 | 27,115 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $358,665 | 14,827 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $363,011 | 15,227 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $370,472 | 15,227 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $373,061 | 15,227 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $331,491 | 15,227 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $274,542 | 15,227 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $295,251 | 15,227 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $325,705 | 15,227 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $248,352 | 15,227 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $246,220 | 15,227 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $317,297 | 14,827 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $454,299 | 14,827 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $392,470 | 14,827 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $373,047 | 14,827 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $371,564 | 14,827 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $359,439 | 14,707 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $378,088 | 14,827 | Shares | Sole | 2021-11-29 | |
| No 13F history on record for this holder in this stock. | ||||||