Long-term investor
Badgley Phelps Wealth Managers, LLC @badgleyphelpswealthmanag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001895362).
Record
- Tracked since 2025-06-30 (441 days), 38 trades recorded
- Returns: week n/a · month n/a · 90 days +9.8% · 6 months n/a · 1 year +14.8% · all +14.8%
- Max drawdown n/a · win rate 21% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 4.8% · long · since 2025-06-30
- AAPL · 4.4% · long · since 2025-06-30
- MSFT · 4.2% · long · since 2025-06-30
- EFA · 4.2% · long · since 2025-06-30
- VB · 3.5% · long · since 2025-06-30
- AMZN · 2.7% · long · since 2025-06-30
- VWO · 2.7% · long · since 2025-06-30
- IJH · 2.5% · long · since 2025-06-30
- VEA · 2.4% · long · since 2025-06-30
- GOOG · 2.0% · long · since 2025-06-30
- GOOGL · 1.9% · long · since 2025-06-30
- LLY · 1.9% · long · since 2025-06-30