CIK 1895362
Badgley Phelps Wealth Managers, LLC
Institutional 13F holdings & portfolio
Holdings
327
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 251–300 of 327
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| DUHP | DIMENSIONAL ETF TRUST | 12K | $100K–$500K | SH |
| NRDS | NERDWALLET INC | 32K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 902 | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 4K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 813 | $100K–$500K | SH |
| FCOM | FIDELITY COVINGTON TRUST | 5K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 827 | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 12K | $100K–$500K | SH |
| VXF | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| IDV | ISHARES TR | 9K | $100K–$500K | SH |
| MLPA | GLOBAL X FDS | 7K | $100K–$500K | SH |
| OEF | ISHARES TR | 1K | $100K–$500K | SH |
| IYH | ISHARES TR | 6K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 1K | $100K–$500K | SH |
| AZO | AUTOZONE INC | 103 | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 612 | $100K–$500K | SH |
| UPRO | PROSHARES TR | 3K | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC | 1K | $100K–$500K | SH |
| SPYD | SPDR SERIES TRUST | 8K | $100K–$500K | SH |
| IEFA | ISHARES TR | 4K | $100K–$500K | SH |
| ITA | ISHARES TR | 2K | $100K–$500K | SH |
| DLR | DIGITAL RLTY TR INC | 2K | $100K–$500K | SH |
| COR | CENCORA INC | 948 | $100K–$500K | SH |
| AVUV | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |
| WY | WEYERHAEUSER CO MTN BE | 13K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 484 | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 11K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 7K | $100K–$500K | SH |
| XNTK | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| IEMG | ISHARES INC | 4K | $100K–$500K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| SCHO | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |
| GIS | GENERAL MLS INC | 6K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 720 | $100K–$500K | SH |
| USMV | ISHARES TR | 3K | $100K–$500K | SH |
| SHEL | SHELL PLC | 4K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 2K | $100K–$500K | SH |
| SPIB | SPDR SERIES TRUST | 8K | $100K–$500K | SH |
| TIP | ISHARES TR | 2K | $100K–$500K | SH |
| YUM | YUM BRANDS INC | 2K | $100K–$500K | SH |
| VUSB | VANGUARD BD INDEX FDS | 5K | $100K–$500K | SH |
| BANR | BANNER CORP | 4K | $100K–$500K | SH |
| SAP | SAP SE | 1K | $100K–$500K | SH |
| RFG | INVESCO EXCHANGE TRADED FD T | 5K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 4K | $100K–$500K | SH |
| VDE | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| TSBK | TIMBERLAND BANCORP INC | 7K | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 4K | $100K–$500K | SH |