Badgley Phelps Wealth Managers, LLC

CIK 1895362 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $5.0B
every reported holding for this filer and quarter, including ones with no disclosed value: 328
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 19
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 18

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated	Prev value	Curr value	Prev shares	Curr shares
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11825` · issuer key `iss:1225`	TRIM	−$93.7M	−42,776	$332M	$238M	686,132	643,356
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15642` · issuer key `iss:1334`	TRIM	−$22.6M	−33,481	$259M	$237M	1,390,053	1,356,572
—	share class as filed: MSCI EAFE ETF · position key `pos:14648` · issuer key `iss:1012`	TRIM	+$2.2M	−2,792	$217M	$219M	2,261,770	2,258,978
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13215` · issuer key `iss:144`	TRIM	−$49.2M	−124,264	$266M	$217M	979,816	855,552
—	share class as filed: SMALL CP ETF · position key `pos:17231` · issuer key `iss:2483`	TRIM	−$21.1M	−92,290	$198M	$176M	765,825	673,535
—	share class as filed: FTSE EMR MKT ETF · position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `iss:2480`	ADD	+$4.5M	+69,524	$130M	$134M	2,416,439	2,485,963
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14175` · issuer key `iss:95`	TRIM	−$21.1M	−28,461	$155M	$134M	671,032	642,571
—	share class as filed: CORE S&P MCP ETF · position key `pos:16868` · issuer key `iss:1012`	ADD	+$3.4M	+10,134	$118M	$121M	1,787,803	1,797,937
—	share class as filed: VAN FTSE DEV MKT · position key `pos:17409` · issuer key `iss:2478`	ADD	+$4.1M	+17,436	$114M	$118M	1,822,448	1,839,884
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CAP STK CL A · position key `pos:15142` · issuer key `iss:89`	TRIM	−$22.0M	−44,267	$114M	$91.7M	363,083	318,816
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CAP STK CL C · position key `pos:17821` · issuer key `iss:89`	TRIM	−$11.8M	−10,283	$103M	$91.3M	328,627	318,344
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12030` · issuer key `iss:525`	TRIM	+$9.6M	−2,598	$78.5M	$88.1M	91,034	88,436
—	share class as filed: INTER TERM TREAS · position key `sid:sec:prov:7175357d7c86ef92a73a4c94c374b858` · issuer key `iss:2482`	ADD	−$181K	+6,263	$87.3M	$87.1M	1,457,143	1,463,406
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15863` · issuer key `iss:1123`	TRIM	−$25.4M	−10,160	$111M	$85.9M	103,516	93,356
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:18039` · issuer key `iss:1025`	TRIM	−$22.5M	−45,797	$104M	$81.1M	321,602	275,805
—	share class as filed: RUS 2000 VAL ETF · position key `pos:11296` · issuer key `iss:1012`	ADD	+$3.9M	+3,587	$70.1M	$74.0M	386,692	390,279
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL B NEW · position key `pos:11205` · issuer key `iss:255`	ADD	−$1.4M	+4,342	$75.1M	$73.7M	149,371	153,713
—	share class as filed: RUS 2000 GRW ETF · position key `pos:16516` · issuer key `iss:1012`	ADD	−$1.7M	+1,127	$72.0M	$70.3M	223,021	224,148
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:11390` · issuer key `iss:720`	TRIM	−$17.0M	−9,516	$86.8M	$69.8M	131,450	121,934
—	share class as filed: RUS MID CAP ETF · position key `pos:16063` · issuer key `iss:1012`	ADD	+$1.2M	+5,415	$65.9M	$67.1M	684,261	689,676

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 33

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11068` · issuer key `iss:486`	NO CHANGE	−$215K	$42.4M	$42.1M	768,830	768,830
—	share class as filed: MSCI ACWI EX US · position key `pos:14924` · issuer key `iss:1013`	NO CHANGE	+$59.5K	$3.0M	$3.0M	44,407	44,407
—	share class as filed: COM · position key `sid:sec:prov:aa0c13a7980dead240e8f11d68dcd585` · issuer key `cusip6:682143`	NO CHANGE	−$1.7M	$4.5M	$2.8M	263,556	263,556
—	share class as filed: SEMICONDUCTR ETF · position key `pos:15938` · issuer key `iss:2474`	NO CHANGE	+$112K	$1.7M	$1.8M	4,813	4,813
—	share class as filed: CORE 80/20 AGGRE · position key `sid:sec:prov:d97f42b79d0eee9ac3bc5b3169c53465` · issuer key `cusip6:464289`	NO CHANGE	−$15.0K	$1.3M	$1.2M	14,009	14,009
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM NEW · position key `pos:15413` · issuer key `iss:246`	NO CHANGE	−$54.7K	$1.1M	$1.0M	53,068	53,068
—	share class as filed: DOW JONES US ETF · position key `pos:15122` · issuer key `iss:1012`	NO CHANGE	−$40.0K	$901K	$861K	5,436	5,436
—	share class as filed: PHYSICAL SILVER · position key `sid:sec:prov:48b5bad00a4e6a86ec35d5bccb3517f2` · issuer key `cusip6:85207K`	NO CHANGE	+$18.6K	$596K	$614K	25,182	25,182
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10651` · issuer key `iss:669`	NO CHANGE	−$307K	$905K	$598K	4,415	4,415
—	share class as filed: US MKTWIDE VALUE · position key `sid:sec:prov:1e6f07bffab058d990fc818109d271bc` · issuer key `cusip6:25434V`	NO CHANGE	+$20.3K	$506K	$526K	10,860	10,860
—	share class as filed: NATIONAL MUN ETF · position key `pos:16556` · issuer key `iss:1013`	NO CHANGE	−$4.2K	$471K	$467K	4,400	4,400
—	share class as filed: US HIGH PROFITAB · position key `sid:sec:prov:3d88d65903e9930323dbb68fc154ec56` · issuer key `cusip6:25434V`	NO CHANGE	−$14.6K	$438K	$423K	11,512	11,512
—	share class as filed: GLBL X MLP ETF · position key `sid:sec:prov:5ed5a1049b26f97fd3bdbc6d91cdf800` · issuer key `iss:2391`	NO CHANGE	+$40.6K	$360K	$401K	7,437	7,437
—	share class as filed: INTL SEL DIV ETF · position key `pos:13014` · issuer key `iss:1013`	NO CHANGE	+$29.2K	$370K	$400K	9,387	9,387
—	share class as filed: REAL ESTATE ETF · position key `sid:sec:prov:63fa5c7c9852af95fc89e071b88157c3` · issuer key `iss:2483`	NO CHANGE	+$929	$391K	$392K	4,423	4,423
—	share class as filed: EXTEND MKT ETF · position key `pos:13780` · issuer key `iss:2483`	NO CHANGE	−$5.9K	$371K	$365K	1,775	1,775
—	share class as filed: US SML CP VALU · position key `sid:sec:prov:3fe659bf87a2644a2d7bd1c1995519a0` · issuer key `cusip6:025072`	NO CHANGE	+$26.6K	$319K	$346K	3,131	3,131
—	share class as filed: US AER DEF ETF · position key `pos:11793` · issuer key `iss:1013`	NO CHANGE	+$6.3K	$334K	$340K	1,554	1,554
—	share class as filed: EQUITY PREMIUM · position key `pos:17400` · issuer key `iss:2408`	NO CHANGE	−$4.2K	$301K	$297K	5,232	5,232
—	share class as filed: STATE STREET SPD · position key `pos:15250` · issuer key `iss:1602`	NO CHANGE	−$25.5K	$314K	$288K	1,130	1,130
—	share class as filed: COM · position key `sid:sec:prov:46f6c0ed0d6398e7de3bdede69b8e98e` · issuer key `cusip6:887098`	NO CHANGE	+$24.9K	$246K	$271K	6,866	6,866
—	share class as filed: STATE STREET SPD · position key `pos:12578` · issuer key `iss:1602`	NO CHANGE	−$2.1K	$269K	$267K	7,948	7,948
—	share class as filed: S&P MDCP400 PR · position key `pos:12743` · issuer key `iss:1000`	NO CHANGE	+$11.5K	$253K	$264K	4,823	4,823
—	share class as filed: VANGUARD ULTRA · position key `sid:sec:prov:e9816c09242bb3bdb355e72e237e1170` · issuer key `cusip6:92203C`	NO CHANGE	−$285	$258K	$258K	5,186	5,186
—	share class as filed: COM NEW · position key `sid:sec:prov:f6507a98b6b5a012aacf93b559ad4893` · issuer key `cusip6:06652V`	NO CHANGE	−$8.1K	$257K	$249K	4,099	4,099
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11774` · issuer key `iss:1974`	NO CHANGE	+$4.9K	$233K	$238K	1,304	1,304
—	share class as filed: RAFI US 1500 · position key `pos:17065` · issuer key `iss:1000`	NO CHANGE	−$103	$237K	$237K	5,175	5,175
—	share class as filed: US LARGE CAP VLU · position key `sid:sec:prov:109b3667bed2ce7c3e9396f31cc3bc7e` · issuer key `cusip6:025072`	NO CHANGE	+$12.9K	$201K	$214K	2,655	2,655
—	share class as filed: TRS FLT RT BD · position key `sid:sec:prov:1afe3c889e4b4befe3a1c8ce4654966b` · issuer key `iss:2405`	NO CHANGE	+$704	$209K	$210K	4,140	4,140
—	share class as filed: FTSE EUROPE ETF · position key `sid:sec:prov:cdd10414e490441353b8d5156a0f8caf` · issuer key `iss:2480`	NO CHANGE	−$2.9K	$209K	$206K	2,494	2,494
—	share class as filed: COM · position key `sid:sec:prov:a9e3666efa2397cf307639f182b8cc72` · issuer key `cusip6:769397`	NO CHANGE	+$10.8K	$113K	$124K	22,547	22,547
—	share class as filed: COM · position key `sid:sec:prov:f31df07e345986c48938525dc4cc3840` · issuer key `cusip6:63909J`	NO CHANGE	+$57.9K	$58.5K	$116K	30,000	30,000
—	share class as filed: SPON ADR 1 SH · position key `sid:sec:prov:bec2f4a0478ade1e82b0897edcc558e0` · issuer key `cusip6:97651M`	NO CHANGE	−$8.6K	$34.1K	$25.4K	12,000	12,000

Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

255 issuers · 328 rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

ISHARES TR

22 positions · 22 reported rows

Rows Badgley Phelps Wealth Managers, LLC reported for ISHARES TR, as it reported them
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$219M	2,258,978
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$121M	1,797,937
ISHARES TR · RUS 2000 VAL ETF CUSIP — src ↗	$74.0M	390,279
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$70.3M	224,148
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$67.1M	689,676
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$53.7M	251,502
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$50.2M	117,622
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$33.1M	133,502
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$31.7M	247,050
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$26.0M	178,501
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$18.0M	50,463
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$7.3M	11,168
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$4.4M	77,766
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$3.8M	30,222
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$3.4M	24,131
ISHARES TR · RUSSELL 3000 ETF CUSIP — src ↗	$2.7M	7,359
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$976K	9,829
ISHARES TR · DOW JONES US ETF CUSIP — src ↗	$861K	5,436
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$468K	4,136
ISHARES TR · US HLTHCARE ETF CUSIP — src ↗	$401K	6,508
ISHARES TR · S&P 100 ETF CUSIP — src ↗	$349K	1,096
ISHARES TR · TIPS BD ETF CUSIP — src ↗	$223K	2,018

ticker not yet mapped

$790M

6,519,327

15.7%

—

VANGUARD INDEX FDS

11 positions · 11 reported rows

Rows Badgley Phelps Wealth Managers, LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$176M	673,535
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$47.8M	159,809
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$13.0M	40,390
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$4.3M	15,114
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$2.6M	4,373
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$1.6M	8,156
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$1.0M	2,364
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$646K	2,975
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$502K	2,722
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$392K	4,423
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$365K	1,775

ticker not yet mapped

$249M

915,636

5.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$238M

643,356

4.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$237M

1,356,572

4.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$217M

855,552

4.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Badgley Phelps Wealth Managers, LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$91.7M	318,816
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$91.3M	318,344

$183M

637,160

3.6%

—

VANGUARD INTL EQUITY INDEX F

3 positions · 3 reported rows

Rows Badgley Phelps Wealth Managers, LLC reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$134M	2,485,963
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$14.7M	196,053
VANGUARD INTL EQUITY INDEX F · FTSE EUROPE ETF CUSIP 922042874 src ↗	$206K	2,494

ticker not yet mapped

$149M

2,684,510

3.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$134M

642,571

2.7%

—

VANGUARD SCOTTSDALE FDS

4 positions · 4 reported rows

Rows Badgley Phelps Wealth Managers, LLC reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706 src ↗	$87.1M	1,463,406
VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP — src ↗	$28.2M	341,330
VANGUARD SCOTTSDALE FDS · VNG RUS1000VAL CUSIP 92206C714 src ↗	$4.3M	45,921
VANGUARD SCOTTSDALE FDS · VNG RUS1000GRW CUSIP 92206C680 src ↗	$2.2M	19,949

ticker not yet mapped

$122M

1,870,606

2.4%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

ticker not yet mapped

$118M

1,839,884

2.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$88.1M

88,436

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$85.9M

93,356

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$81.1M

275,805

1.6%

BERKSHIRE HATHAWAY INC DEL

2 positions · 2 reported rows

Rows Badgley Phelps Wealth Managers, LLC reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$73.7M	153,713
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$7.2M	10

$80.8M

153,723

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$69.8M

121,934

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$63.0M

203,506

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$60.6M

200,601

1.2%

—

SPDR SERIES TRUST

6 positions · 6 reported rows

Rows Badgley Phelps Wealth Managers, LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$49.0M	640,610
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$6.2M	204,527
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$4.1M	28,178
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$288K	1,130
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$281K	2,866
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$267K	7,948

ticker not yet mapped

$60.1M

885,259

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$48.9M

392,907

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY · COM NEW CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$47.7M

289,736

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP · COM NEW CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$47.4M

221,434

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$42.9M

60,596

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COLUMBIA SPORTSWEAR CO · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$42.1M

768,830

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINDE PLC · SHS CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$40.5M

81,678

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VALERO ENERGY CORP · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$40.1M

162,236

0.8%

—

VANGUARD BD INDEX FDS · INTERMED TERM CUSIP 921937819
2026-03-31 filed 2026-04-15 +15d

src ↗

ticker not yet mapped

$39.7M

514,947

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$39.3M

160,944

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$36.4M

469,041

0.7%

—

INVESCO EXCHANGE TRADED FD T

3 positions · 3 reported rows

Rows Badgley Phelps Wealth Managers, LLC reported for INVESCO EXCHANGE TRADED FD T, as it reported them
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$33.5M	174,485
INVESCO EXCHANGE TRADED FD T · S&P MDCP400 PR CUSIP — src ↗	$264K	4,823
INVESCO EXCHANGE TRADED FD T · RAFI US 1500 CUSIP — src ↗	$237K	5,175

ticker not yet mapped

$34.0M

184,483

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$33.4M

684,384

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOOKING HOLDINGS INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$32.7M

7,759

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PARKER-HANNIFIN CORP · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$31.6M

35,303

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$30.0M

207,650

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$29.7M

90,415

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NISOURCE INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$29.2M

626,099

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$28.3M

82,748

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROLOGIS INC. · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$28.0M

212,162

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALO ALTO NETWORKS INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$28.0M

174,550

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$27.0M

130,520

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCKESSON CORP · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$26.7M

30,835

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$26.7M

71,801

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$25.6M

334,230

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$24.7M

101,616

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHUBB LTD SWITZ · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$24.6M

75,295

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUANTA SVCS INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$24.1M

43,877

0.5%

—

J P MORGAN EXCHANGE TRADED F

4 positions · 4 reported rows

Rows Badgley Phelps Wealth Managers, LLC reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · INTRNL RES EQT CUSIP 46641Q134 src ↗	$19.5M	257,085
J P MORGAN EXCHANGE TRADED F · BETABUILDERS DEV CUSIP 46641Q233 src ↗	$2.3M	39,078
J P MORGAN EXCHANGE TRADED F · ULTRA SHRT ETF CUSIP 46641Q837 src ↗	$1.8M	35,752
J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM CUSIP — src ↗	$297K	5,232

ticker not yet mapped

$23.9M

337,147

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EOG RES INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$23.4M

161,784

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SERVICENOW INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$23.4M

223,449

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DANAHER CORP DEL · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$22.8M

119,940

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$21.9M

44,491

0.4%

—

BARCLAYS BANK PLC · DJUBS CMDT ETN36 CUSIP 06738C778
2026-03-31 filed 2026-04-15 +15d

src ↗

ticker not yet mapped

$21.6M

448,468

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTERA ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$21.5M

231,812

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$20.8M

92,141

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STRYKER CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$20.6M

62,543

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERTIV HOLDINGS CO · COM CL A CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$20.5M

81,760

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$20.4M

120,275

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MEDTRONIC PLC · SHS CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$20.0M

229,003

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

L3HARRIS TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$19.9M

57,662

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$19.8M

106,320

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARSH & MCLENNAN COS INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$19.8M

114,009

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

OREILLY AUTOMOTIVE INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$19.1M

207,053

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$18.9M

66,510

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$18.8M

60,406

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MONDELEZ INTL INC · CL A CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$18.6M

319,391

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$18.3M

114,736

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PACCAR INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$18.1M

157,109

0.4%

—

ISHARES TR

6 positions · 6 reported rows

Rows Badgley Phelps Wealth Managers, LLC reported for ISHARES TR, as it reported them
ISHARES TR · INTRM GOV CR ETF CUSIP — src ↗	$13.2M	123,321
ISHARES TR · MSCI ACWI EX US CUSIP — src ↗	$3.0M	44,407
ISHARES TR · IBOXX HI YD ETF CUSIP — src ↗	$516K	6,481
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$467K	4,400
ISHARES TR · INTL SEL DIV ETF CUSIP — src ↗	$400K	9,387
ISHARES TR · US AER DEF ETF CUSIP — src ↗	$340K	1,554

ticker not yet mapped

$17.9M

189,550

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$17.3M

117,663

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GILEAD SCIENCES INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$17.0M

122,271

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ECOLAB INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$16.2M

60,624

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC · SHS CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$16.1M

45,001

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$15.9M

131,499

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$15.3M

23,521

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$15.2M

158,455

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CROWN HLDGS INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$15.2M

151,384

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SHERWIN WILLIAMS CO · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$14.7M

45,722

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITED RENTALS INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$14.4M

19,782

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KKR & CO INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$14.4M

155,354

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DISNEY WALT CO · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$13.7M

142,368

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARVELL TECHNOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$12.7M

127,730

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$11.6M

47,855

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KARMAN HLDGS INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$11.2M

139,292

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TEXAS INSTRS INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$11.1M

57,393

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUITIVE SURGICAL INC · COM NEW CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$11.1M

24,158

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$11.1M

57,530

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITED PARCEL SVCS INC · CL B CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$11.1M

112,416

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$10.7M

68,914

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SYNOPSYS INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$10.6M

26,700

0.2%

—

SCHWAB STRATEGIC TR

10 positions · 10 reported rows

Rows Badgley Phelps Wealth Managers, LLC reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · EMRG MKTEQ ETF CUSIP — src ↗	$2.6M	78,319
SCHWAB STRATEGIC TR · US LRG CAP ETF CUSIP — src ↗	$1.5M	57,812
SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — src ↗	$1.4M	47,597
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — src ↗	$1.3M	54,010
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$1.1M	36,168
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$953K	32,708
SCHWAB STRATEGIC TR · US AGGREGATE B CUSIP — src ↗	$554K	23,856
SCHWAB STRATEGIC TR · SHT TM US TRES CUSIP — src ↗	$307K	12,665
SCHWAB STRATEGIC TR · US BRD MKT ETF CUSIP — src ↗	$272K	10,853
SCHWAB STRATEGIC TR · FUNDAMENTAL INTL CUSIP — src ↗	$265K	5,709

ticker not yet mapped

$10.2M

359,697

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRIMBLE INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$10.1M

155,480

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

T-MOBILE US INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$9.5M

45,179

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COGNIZANT TECHNOLOGY SOLUTIO · CL A CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$9.3M

150,913

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP · CL A CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$9.0M

70,937

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE VERNOVA INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$8.8M

10,073

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PUBLIC SVC ENTERPRISE GROUP · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$8.8M

108,516

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADOBE INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$8.7M

35,801

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE HEALTHCARE TECHNOLOGIES I · COMMON STOCK CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$8.6M

120,221

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TD SYNNEX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$8.3M

49,126

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALANTIR TECHNOLOGIES INC · CL A CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$7.7M

52,707

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UBER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-04-15 +15d

src ↗

$7.7M

106,430

0.2%

1–20 of the 100 issuers on this page

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 54.8%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 176 bpsbelow median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 328 / 328median book 97.5 positions

346 quarter-over-quarter rows

Filing history

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

Open Badgley Phelps Wealth Managers, LLC's 13F filings on SEC EDGAR ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.