Badgley Phelps Wealth Managers, LLC has filed a Form 13F-HR with the Securities and Exchange Commission (SEC) covering its equity holdings as of September 30, 2026. The filing was submitted on October 22, 2026, and lists David Spratt, Chief Compliance Officer, as the authorized representative.
The report discloses that the firm held positions in 344 separate equity securities at the end of the third quarter of 2026. The filing provides a detailed list of these holdings, including the names of the issuers, the number of shares held, and the total value of the positions.
The portfolio includes a mix of large-cap technology companies, such as Apple Inc., Microsoft Corporation, NVIDIA Corporation, and Alphabet Inc. It also features significant positions in financial services firms like JPMorgan Chase & Co. and Morgan Stanley, as well as industrial and energy companies including Chevron Corporation, ExxonMobil Holdings Corp., and Valero Energy Corp.
In addition to individual stocks, the filing includes numerous exchange-traded funds (ETFs) and mutual funds, such as the iShares Core S&P 500 ETF, the Vanguard Total International Stock ETF, and various other sector-specific and market-cap weighted funds.
