Badgley Phelps Wealth Managers, LLC ETF holdings
Seattle, WA
Reported $1.9B in 113 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.9B
ETFs held
113
Change from prior quarter
+13.7%
With price moves
ETFs as a share of its 13F
33.6%
of $5.7B
Top 10 of 113 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| EFA | iShares MSCI EAFE ETF | $239.7M | 2,307,217 | +48,239 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $198.0M | 653,239 | −20,296 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $151.5M | 2,538,203 | +52,240 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $140.5M | 1,821,548 | +23,611 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $135.7M | 1,903,904 | +64,020 shares |
| IWO | iShares Russell 2000 Growth ETF | $90.0M | 228,374 | +4,226 shares |
| IWN | iShares Russell 2000 Value ETF | $88.0M | 397,941 | +7,662 shares |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $87.9M | 1,489,697 | +26,291 shares |
| IWD | iShares Russell 1000 Value ETF | $63.0M | 259,924 | +8,422 shares |
| IWF | iShares Russell 1000 Growth ETF | $62.9M | 506,793 | +389,171 shares |
103 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001895362. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Badgley Phelps Wealth Managers, LLC own?
Badgley Phelps Wealth Managers, LLC reported 113 ETF positions worth $1.9B in its Form 13F for June 30, 2026. The largest was EFA, at $239.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.