Badgley Phelps Wealth Managers, LLC
All 13F Filings
- Location
- Seattle, WA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 5,459,949
- Description
- Seattle Washington based planning integrated investment advisor with a limited liability advisory organization and a pragmatic and allocation disciplined investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for private client and family mandates. Decision making is guided by risk budgets, governance discipline, and pragmatic portfolio controls through fundamental conviction testing and decision traceability.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/28/2026 | 327 | 5,459,949 | 13F-HR | Badgley Phelps Wealth Managers, LLC |
| Q3 2025 | 11/4/2025 | 296 | 4,753,078 | 13F-HR | Badgley Phelps Wealth Managers, LLC |
| Q2 2025 | 7/16/2025 | 296 | 4,514,820 | 13F-HR | Badgley Phelps Wealth Managers, LLC |
| Q1 2025 | 4/30/2025 | 299 | 4,142,235 | 13F-HR | Badgley Phelps Wealth Managers, LLC |
| Q4 2024 | 2/11/2025 | 288 | 4,284,535 | 13F-HR | Badgley Phelps Wealth Managers, LLC |
| Q3 2024 | 10/18/2024 | 290 | 4,303,495 | 13F-HR | Badgley Phelps Wealth Managers, LLC |
| Q2 2024 | 8/14/2024 | 254 | 4,041,168 | 13F-HR | Badgley Phelps Wealth Managers, LLC |
| Q1 2024 | 5/15/2024 | 266 | 3,997,530 | 13F-HR | Badgley Phelps Wealth Managers, LLC |
| Q4 2023 | 2/14/2024 | 241 | 3,668,599 | 13F-HR | Badgley Phelps Wealth Managers, LLC |
| Q3 2023 | 11/2/2023 | 228 | 2,935,702 | 13F-HR | Badgley Phelps Wealth Managers, LLC |
| Q2 2023 | 8/15/2023 | 234 | 3,027,002 | 13F-HR | Badgley Phelps Wealth Managers, LLC |
| Q1 2023 | 4/28/2023 | 207 | 2,717,543 | 13F-HR | Badgley Phelps Wealth Managers, LLC |
| Q4 2022 | 1/27/2023 | 213 | 2,498,771 | 13F-HR | Badgley Phelps Wealth Managers, LLC |
| Q3 2022 | 11/9/2022 | 200 | 2,329,060 | 13F-HR | Badgley Phelps Wealth Managers, LLC |
| Q2 2022 | 8/1/2022 | 202 | 2,433,204 | 13F-HR | Badgley Phelps Wealth Managers, LLC |
| Q1 2022 | 5/9/2022 | 214 | 2,873,378 | 13F-HR | Badgley Phelps Wealth Managers, LLC |
| Q4 2021 | 2/8/2022 | 221 | 3,077,564 | 13F-HR | Badgley Phelps Wealth Managers, LLC |
| Q3 2021 | 11/29/2021 | 207 | 2,754,056 | 13F-HR | Badgley Phelps Wealth Managers, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.213 M | 77.2% | 525.1 K | 0 | 525.1 K |
| ETFs | 1.247 M | 22.8% | 181.8 K | 0 | 181.8 K |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
5,459,949
Holdings
327
QoQ value change ($000)
706,871
(14.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.