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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Badgley Phelps Wealth Managers, LLC

Quarter ended Q3 2025 · Filed November 4, 2025 · Accession 0001895362-25-000011

Total Value
$4.75B
Positions
296
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (296)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT609,028$315.4M6.64%
2NVIDIA CORPORATIONNVDA1,275,194$237.9M5.01%
3ISHARES TR4642874652,189,030$204.4M4.30%
4APPLE INCAAPL792,020$201.7M4.24%
5VANGUARD INDEX FDS922908751563,504$143.7M3.02%
6AMAZON COM INCAMZN604,536$132.7M2.79%
7VANGUARD INTL EQUITY INDEX F9220428582,076,732$112.5M2.37%
8ISHARES TR4642875071,711,617$111.7M2.35%
9VANGUARD TAX-MANAGED FDS9219438581,798,505$107.8M2.27%
10JPMORGAN CHASE & CO.VYLD295,818$93.3M1.96%
11VANGUARD SCOTTSDALE FDS92206C7061,508,713$90.6M1.91%
12COSTCO WHSL CORP NEW22160K10589,070$82.4M1.73%
13META PLATFORMS INCMETA110,626$81.2M1.71%
14ALPHABET INCGOOG303,970$74.0M1.56%
15BERKSHIRE HATHAWAY INC DELBRK-A141,812$71.3M1.50%
16ALPHABET INCGOOG285,576$69.4M1.46%
17ISHARES TR464287648216,694$69.4M1.46%
18VISA INCV200,308$68.4M1.44%
19ISHARES TR464287630374,531$66.2M1.39%
20ELI LILLY & COLLY84,051$64.1M1.35%
21ISHARES TR464287499661,290$63.8M1.34%
22BROADCOM INCAVGO176,863$58.3M1.23%
23SPDR SERIES TRUST78464A854672,866$52.7M1.11%
24ISHARES TR464287614111,052$52.0M1.09%
25VANGUARD INDEX FDS922908637166,611$51.4M1.08%
26ISHARES TR464287598243,589$49.6M1.04%
27MORGAN STANLEYMS-PQ289,926$46.1M0.97%
28SERVICENOW INCNOW49,870$45.9M0.97%
29VANGUARD BD INDEX FDS921937819537,405$42.0M0.88%
30WALMART INCWMT402,047$41.4M0.87%
31COLUMBIA SPORTSWEAR COCOLM768,830$40.2M0.85%
32ORACLE CORPORCL-PD128,278$36.1M0.76%
33BANK AMERICA CORP060505104690,842$35.6M0.75%
34BOOKING HOLDINGS INCBKNG6,502$35.1M0.74%
35PALO ALTO NETWORKS INCPANW169,119$34.4M0.72%
36ISHARES TR464287481236,619$33.7M0.71%
37INVESCO EXCHANGE TRADED FD TIVZ175,389$33.3M0.70%
38CATERPILLAR INCCAT68,917$32.9M0.69%
39PROCTER AND GAMBLE CO742718109211,805$32.5M0.68%
40LINDE PLCLIN68,207$32.4M0.68%
41CISCO SYS INCCSCO469,349$32.1M0.68%
42HOME DEPOT INCHD74,982$30.4M0.64%
43VANGUARD SCOTTSDALE FDS92206C870353,027$29.7M0.62%
44LAM RESEARCH CORPLRCX207,936$27.9M0.59%
45SALESFORCE INCCRM115,910$27.5M0.58%
46MARSH & MCLENNAN COS INC571748102131,484$26.5M0.56%
47TESLA INCTSLA58,846$26.2M0.55%
48PARKER-HANNIFIN CORPPH34,426$26.1M0.55%
49VALERO ENERGY CORPVLO148,452$25.3M0.53%
50NISOURCE INCNI573,365$24.8M0.52%
51PROLOGIS INC.PLDGP210,987$24.2M0.51%
52ISHARES TR464287473167,953$23.5M0.49%
53MCKESSON CORPMCK30,032$23.2M0.49%
54JOHNSON & JOHNSONJNJ125,250$23.2M0.49%
55UNION PAC CORPUNP98,161$23.2M0.49%
56COCA COLA COKO326,422$21.8M0.46%
57OREILLY AUTOMOTIVE INC67103H107201,970$21.8M0.46%
58MEDTRONIC PLCMDT224,488$21.5M0.45%
59CHUBB LIMITEDCB74,938$21.2M0.45%
60KKR & CO INCKKRT158,401$20.6M0.43%
61MONDELEZ INTL INC609207105324,777$20.4M0.43%
62GE AEROSPACE36960430167,791$20.4M0.43%
63J P MORGAN EXCHANGE TRADED F46641Q134273,560$20.1M0.42%
64CHEVRON CORP NEWCVX126,872$19.7M0.41%
65EOG RES INCEOG174,629$19.6M0.41%
66HONEYWELL INTL INC43851610691,955$19.4M0.41%
67DANAHER CORPORATION23585110297,289$19.3M0.41%
68ISHARES TR46428762251,521$18.8M0.40%
69UNITED RENTALS INCURI19,153$18.3M0.38%
70THERMO FISHER SCIENTIFIC INCTMO36,955$17.9M0.38%
71NETFLIX INCNFLX14,901$17.9M0.38%
72MCDONALDS CORPMCD55,641$16.9M0.36%
73STRYKER CORPORATIONSYK45,185$16.7M0.35%
74APPLIED MATLS INC03822210581,683$16.7M0.35%
75BARCLAYS BANK PLCVXZ471,199$16.7M0.35%
76L3HARRIS TECHNOLOGIES INCLHX54,671$16.7M0.35%
77NEXTERA ENERGY INCNEE-PW219,094$16.5M0.35%
78EATON CORP PLCETN43,854$16.4M0.35%
79ECOLAB INCECL59,448$16.3M0.34%
80DISNEY WALT CO254687106140,274$16.1M0.34%
81SHERWIN WILLIAMS COSHW45,200$15.7M0.33%
82PACCAR INCPCAR156,737$15.4M0.32%
83TJX COS INC NEW872540109105,526$15.3M0.32%
84COSTAR GROUP INCCSGP175,301$14.8M0.31%
85VANGUARD INTL EQUITY INDEX F922042775205,180$14.6M0.31%
86VANGUARD INDEX FDS92290876941,660$13.7M0.29%
87J P MORGAN EXCHANGE TRADED F46641Q233243,075$13.7M0.29%
88GILEAD SCIENCES INCGILD122,292$13.6M0.29%
89INTERNATIONAL BUSINESS MACHSINTR48,084$13.6M0.29%
90SYNOPSYS INCSNPS26,269$13.0M0.27%
91SPDR S&P 500 ETF TRSPY19,023$12.7M0.27%
92AMERICAN TOWER CORP NEW03027X10064,877$12.6M0.26%
93TRIMBLE INCTRMB151,308$12.4M0.26%
94CINTAS CORPCTAS59,763$12.3M0.26%
95EXXON MOBIL CORPXOM105,796$11.9M0.25%
96T-MOBILE US INCTMUSZ48,168$11.5M0.24%
97ISHARES TR464288612106,957$11.5M0.24%
98TEXAS INSTRS INC88250810461,740$11.3M0.24%
99VERTIV HOLDINGS COVRT74,756$11.3M0.24%
100UNITED PARCEL SERVICE INCUPS131,519$11.0M0.23%
101MERCK & CO INCMRK125,452$10.6M0.22%
102ADOBE INCADBE30,039$10.6M0.22%
103MARVELL TECHNOLOGY INCMRVL125,918$10.6M0.22%
104BOSTON SCIENTIFIC CORPBSX106,706$10.4M0.22%
105PUBLIC SVC ENTERPRISE GRP IN744573106120,891$10.1M0.21%
106COGNIZANT TECHNOLOGY SOLUTIOCTSH149,988$10.1M0.21%
107UBER TECHNOLOGIES INCUBER101,341$9.9M0.21%
108CROWN HLDGS INCCCK100,164$9.7M0.20%
109INTUITIVE SURGICAL INCISRG20,783$9.3M0.20%
110GE HEALTHCARE TECHNOLOGIES IGEHC119,938$9.0M0.19%
111ISHARES TR46428765536,968$8.9M0.19%
112METLIFE INCMET-PF107,794$8.9M0.19%
113THE CIGNA GROUP12552310028,657$8.3M0.17%
114LENNAR CORPLEN-B64,231$8.1M0.17%
115ISHARES TR46428720010,779$7.2M0.15%
116PEPSICO INCPEP51,079$7.2M0.15%
117AMPHENOL CORP NEW03209510155,045$6.8M0.14%
118BERKSHIRE HATHAWAY INC DELBRK-A9$6.8M0.14%
119TD SYNNEX CORPORATIONSNX39,206$6.4M0.14%
120SPDR S&P MIDCAP 400 ETF TRMDY10,249$6.1M0.13%
121EQUINIX INCEQIX7,575$5.9M0.12%
122SPDR SERIES TRUST78464A474181,480$5.5M0.12%
123S&P GLOBAL INCSPGI10,995$5.4M0.11%
124GUIDEWIRE SOFTWARE INCGWRE21,915$5.0M0.11%
125STARBUCKS CORPSBUX55,081$4.7M0.10%
126AMGEN INCAMGN15,673$4.4M0.09%
127UNITEDHEALTH GROUP INCUNH12,713$4.4M0.09%
128SYSCO CORPSYY49,773$4.1M0.09%
129VANGUARD INDEX FDS92290862913,875$4.1M0.09%
130AMERICAN EXPRESS COAXP11,386$3.8M0.08%
131SPDR SERIES TRUST78464A76326,512$3.7M0.08%
132NIKE INCNKE51,959$3.6M0.08%
133ISHARES TR46428780429,957$3.6M0.07%
134REMITLY GLOBAL INCRELY215,900$3.5M0.07%
135LOWES COS INC54866110713,858$3.5M0.07%
136ISHARES TR46428715023,697$3.5M0.07%
137ABBVIE INCABBV14,510$3.4M0.07%
138SCHWAB STRATEGIC TR80852470692,267$3.1M0.06%
139ISHARES TR46428824044,593$2.9M0.06%
140ADVANCED MICRO DEVICES INCAMD17,080$2.8M0.06%
141INVESCO QQQ TRIVZ4,560$2.7M0.06%
142SELECT SECTOR SPDR TR81369Y20919,483$2.7M0.06%
143BOEING COBA-PA12,369$2.7M0.06%
144ACCENTURE PLC IRELANDACN10,770$2.7M0.06%
145DEERE & CODE5,706$2.6M0.06%
146RTX CORPORATIONRTX15,576$2.6M0.05%
147QUALCOMM INCQCOM15,340$2.6M0.05%
148VANGUARD SCOTTSDALE FDS92206C68021,036$2.5M0.05%
149ISHARES TR4642876896,609$2.5M0.05%
150COPART INCCPRT54,727$2.5M0.05%
151AUTOMATIC DATA PROCESSING INADP8,246$2.4M0.05%
152JACOBS SOLUTIONS INCJ15,111$2.3M0.05%
153VANGUARD INDEX FDS9229083633,616$2.2M0.05%
154VANGUARD SCOTTSDALE FDS92206C71424,097$2.2M0.05%
155JOHNSON CTLS INTL PLCG5150210519,419$2.1M0.05%
156ABBOTT LABSABLZF15,347$2.1M0.04%
157J P MORGAN EXCHANGE TRADED F46641Q83737,512$1.9M0.04%
158BLACKROCK INCBLK1,435$1.7M0.04%
159COLGATE PALMOLIVE COCL20,342$1.6M0.03%
160SCHWAB STRATEGIC TR80852420158,820$1.5M0.03%
161SCHWAB STRATEGIC TR80852460755,359$1.5M0.03%
162ZOETIS INCZTS10,171$1.5M0.03%
163PFIZER INCPFE58,090$1.5M0.03%
164PHILIP MORRIS INTL INC7181721098,965$1.5M0.03%
165PAYCHEX INCPAYX11,448$1.5M0.03%
166VANGUARD STAR FDS92190976818,853$1.4M0.03%
167MASTERCARD INCORPORATEDMA2,397$1.4M0.03%
168VANGUARD INDEX FDS9229087447,152$1.3M0.03%
169EMERSON ELEC COEMR10,171$1.3M0.03%
170KIMBERLY-CLARK CORPKMB10,501$1.3M0.03%
171BEAZER HOMES USA INCBZH53,068$1.3M0.03%
172VANGUARD WHITEHALL FDS9219464068,938$1.3M0.03%
173ISHARES TR46428985914,124$1.2M0.03%
174SELECT SECTOR SPDR TR81369Y8034,410$1.2M0.03%
175OMEROS CORPOMER263,556$1.1M0.02%
176SCHWAB STRATEGIC TR80852430033,184$1.1M0.02%
177BRISTOL-MYERS SQUIBB COCELG-RI23,179$1.0M0.02%
178SPDR GOLD TRGLD2,895$1.0M0.02%
179VERIZON COMMUNICATIONS INCVZ23,152$1.0M0.02%
180ALTRIA GROUP INCMO15,126$1.0M0.02%
181CHIPOTLE MEXICAN GRILL INCCMG25,655$1.0M0.02%
182WABTEC9297401084,974$997,1380.02%
183ISHARES TR4642872269,906$993,1180.02%
184CVS HEALTH CORPCVS12,640$952,9300.02%
185SCHWAB STRATEGIC TR80852480540,722$947,9990.02%
186INTEL CORPINTC27,838$933,9720.02%
187VANGUARD WORLD FD92204A7021,248$931,7180.02%
188VANGUARD INDEX FDS9229087361,894$909,4360.02%
189ISHARES TR4642878465,436$883,2310.02%
190F5 INCFFIV2,730$882,3090.02%
191US BANCORP DELUSB-PS17,989$878,7510.02%
192ISHARES TR4642873097,276$878,3590.02%
193VANGUARD SPECIALIZED FUNDS9219088443,955$856,7710.02%
194RPM INTL INC7496851036,911$814,6690.02%
195TRUIST FINL CORP89832Q10917,759$811,9420.02%
196FERRARI N VRACE1,652$801,5840.02%
197BALL CORPBALL15,794$796,3340.02%
198CONSTELLATION BRANDS INCSTZ5,784$778,9320.02%
199SCHWAB CHARLES CORPSCHW-PJ7,979$761,7950.02%
200MICRON TECHNOLOGY INCMU4,451$744,6910.02%
201VERTEX PHARMACEUTICALS INCVRTX1,887$739,0250.02%
202SCHWAB STRATEGIC TR80852479727,067$738,9300.02%
203IRON MTN INC DEL46284V1017,245$738,5560.02%
204GENERAL MTRS CO37045V10011,743$715,9710.02%
205DOLLAR GEN CORP NEW2566771056,901$713,2190.02%
206APTIV PLCAPTV8,031$692,4330.01%
207ISHARES GOLD TRIAU9,512$692,1890.01%
208EPAM SYS INCEPAM4,415$665,7380.01%
209SPROTT ASSET MANAGEMENT LPSII22,225$658,3050.01%
210ISHARES TR46434V7389,270$631,4730.01%
211ISHARES TR4642884145,877$625,8420.01%
212FISERV INCFISV4,828$622,4750.01%
213GOLDMAN SACHS GROUP INCGSCE773$615,7240.01%
214ROCKET LAB CORPRKLB12,219$585,4130.01%
215WASTE MGMT INC DEL94106L1092,646$584,3360.01%
216ISHARES TR4642886614,829$577,1140.01%
217WEC ENERGY GROUP INCWEC4,962$568,5960.01%
218LAUDER ESTEE COS INC5184391046,407$564,5850.01%
219ACUITY INCAYI1,600$551,0560.01%
220HUMANA INCHUM2,068$539,8620.01%
221TAIWAN SEMICONDUCTOR MFG LTD8740391001,922$538,3880.01%
222FERGUSON ENTERPRISES INCFERG2,366$533,3210.01%
223OCCIDENTAL PETE CORP67459910510,942$519,6190.01%
224SCHWAB STRATEGIC TR80852483920,880$490,0540.01%
225DIMENSIONAL ETF TRUST25434V4016,705$485,7110.01%
226DIMENSIONAL ETF TRUST25434V72410,860$485,3340.01%
227WILLIAMS COS INC9694571007,620$482,7270.01%
228AUTOZONE INCAZO112$481,5380.01%
229ISHARES TR46432F3392,413$469,3290.01%
230WELLTOWER INCWELL2,582$459,9580.01%
231DIMENSIONAL ETF TRUST25434V83111,512$434,8090.01%
232NERDWALLET INCNRDS40,278$433,3920.01%
233AFLAC INCAFL3,797$424,1250.01%
234MARRIOTT INTL INC NEW5719032021,620$421,9670.01%
235REGENERON PHARMACEUTICALSREGN725$407,6460.01%
236LOCKHEED MARTIN CORPLMT816$407,3560.01%
237VANGUARD INDEX FDS9229085534,304$393,4720.01%
2383M COMMM2,480$384,8470.01%
239SPROTT ASSET MANAGEMENT LPSII24,100$378,3700.01%
240FIDELITY COVINGTON TRUST3160928735,316$377,2770.01%
241NORTHROP GRUMMAN CORPNOC613$373,5140.01%
242VANGUARD INDEX FDS9229086521,775$371,5300.01%
243DIGITAL RLTY TR INC2538681032,135$369,0990.01%
244ENTERPRISE PRODS PARTNERS L29379210711,707$366,0780.01%
245GLOBAL X FDS37954Y3437,437$360,1000.01%
246GENERAL DYNAMICS CORPGD1,054$359,4140.01%
247HERITAGE FINL CORP WASH42722X10614,827$358,6660.01%
248AIR PRODS & CHEMS INCAIIR1,314$358,3550.01%
249SELECT SECTOR SPDR TR81369Y5064,010$358,2540.01%
250PALANTIR TECHNOLOGIES INCPLTR1,945$354,8070.01%
251KINDER MORGAN INC DELEP-PC12,423$351,6960.01%
252ISHARES TR4642871011,049$349,1500.01%
253SPDR SERIES TRUST78468R7887,911$348,0840.01%
254ISHARES TR4642884489,387$343,0950.01%
255WEYERHAEUSER CO MTN BEWY13,739$340,5790.01%
256J P MORGAN EXCHANGE TRADED F46641Q3325,932$338,7180.01%
257TRANE TECHNOLOGIES PLCTT780$329,1290.01%
258GENERAL MLS INC3703341046,323$318,8270.01%
259SCHWAB STRATEGIC TR80852486212,876$314,1750.01%
260AMERICAN CENTY ETF TR0250728773,131$311,6290.01%
261SPDR SERIES TRUST78464A1021,130$307,6200.01%
262ISHARES TR46432F8423,484$304,1940.01%
263SCHWAB STRATEGIC TR80852410211,793$303,2010.01%
264CENCORA INCCOR948$296,2790.01%
265ISHARES TR4642877625,026$295,1270.01%
266KROGER COKR4,155$280,0890.01%
267PAYPAL HLDGS INCPYPL4,148$278,1650.01%
268COMCAST CORP NEWCCZ8,770$275,5410.01%
269MANHATTAN ASSOCIATES INCMANH1,335$273,6490.01%
270SAP SESAPGF1,015$271,2190.01%
271BANNER CORPBANR4,099$268,4850.01%
272VANGUARD BD INDEX FDS92203C3035,186$259,2750.01%
273ISHARES TR46429B6972,700$256,8780.01%
274WILLIAMS SONOMA INCWSM1,304$254,8670.01%
275APPLOVIN CORPAPP353$253,6450.01%
276EBAY INC.EBAY2,750$250,1130.01%
277SOUTHERN COSOMN2,535$240,2320.01%
278VANGUARD WORLD FD9219107331,998$236,6440.00%
279ISHARES TR4642871762,114$235,0940.00%
280INVESCO EXCHANGE TRADED FD TIVZ5,175$235,0490.00%
281WISDOMTREE TRWT4,464$233,4680.00%
282CLOROX CO DELCLX1,886$232,5440.00%
283TIMBERLAND BANCORP INCTSBK6,866$228,5010.00%
284CME GROUP INCCME818$221,0160.00%
285INVESCO EXCHANGE TRADED FD TIVZ4,310$219,5760.00%
286NORFOLK SOUTHN CORP655844108725$217,7980.00%
287NOVARTIS AGNVSEF1,695$217,3670.00%
288VERALTO CORPVLTO2,036$217,2960.00%
289ISHARES TR46434V8604,290$217,0320.00%
290AMENTUM HOLDINGS INCAMTM8,971$214,8560.00%
291ISHARES TR4642872343,840$205,0560.00%
292NOVO-NORDISK A SNONOF3,683$204,3700.00%
293RIVERVIEW BANCORP INCRVSB22,547$121,0780.00%
294ONCOLYTICS BIOTECH INCONCY40,000$56,0000.00%
295WIPRO LTDWIT12,000$31,5600.00%
296NAUTILUS BIOTECHNOLOGY INCNAUT30,000$25,3470.00%