Current Market Value 4,514,820,340
Current Holdings 296
Most Recent File Date 2025-07-16
Total Filings on Record 16
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Badgley Phelps Wealth Managers, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-16 2025-06-30 13F-HR 296 4,514,820
2025-04-30 2025-03-31 13F-HR 299 4,142,235
2025-02-11 2024-12-31 13F-HR 288 4,284,535
2024-10-18 2024-09-30 13F-HR 290 4,303,495
2024-08-14 2024-06-30 13F-HR 254 4,041,168
2024-05-15 2024-03-31 13F-HR 266 3,997,530
2024-02-14 2023-12-31 13F-HR 241 3,668,599
2023-11-02 2023-09-30 13F-HR 228 2,935,702
2023-08-15 2023-06-30 13F-HR 234 3,027,002
2023-04-28 2023-03-31 13F-HR 207 2,717,543
2023-01-27 2022-12-31 13F-HR 213 2,498,771
2022-11-09 2022-09-30 13F-HR 200 2,329,060
2022-08-01 2022-06-30 13F-HR 202 2,433,204
2022-05-09 2022-03-31 13F-HR 214 2,873,378
2022-02-08 2021-12-31 13F-HR 221 3,077,564
2021-11-29 2021-09-30 13F-HR 207 2,754,056