0001895362-23-000008.txt : 20231102 0001895362-23-000008.hdr.sgml : 20231102 20231102162649 ACCESSION NUMBER: 0001895362-23-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231102 DATE AS OF CHANGE: 20231102 EFFECTIVENESS DATE: 20231102 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Badgley Phelps Wealth Managers, LLC CENTRAL INDEX KEY: 0001895362 IRS NUMBER: 863967539 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21427 FILM NUMBER: 231372806 BUSINESS ADDRESS: STREET 1: 1420 FIFTH AVENUE STREET 2: SUITE 3200 CITY: SEATTLE STATE: WA ZIP: 98101 BUSINESS PHONE: 2066236172 MAIL ADDRESS: STREET 1: 1420 FIFTH AVENUE STREET 2: SUITE 3200 CITY: SEATTLE STATE: WA ZIP: 98101 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001895362 XXXXXXXX 09-30-2023 09-30-2023 Badgley Phelps Wealth Managers, LLC

1420 FIFTH AVENUE SUITE 3200 SEATTLE WA 98101

13F HOLDINGS REPORT 028-21427 N Lisa P. Guzman 206-623-6172 Lisa P. Guzman Seattle WA 11-02-2023 0 247 2935702482 false INFORMATION TABLE 2 bpb13f-3q23.xml 3RD QUARTER 2023 13F FILING - BADGLEY PHELPS iShares TIPS Bond ETF COM 464287176 328621 3168 SH SOLE 2839 0 329 iShares Core US Aggregate Bond COM 464287226 287175 3054 SH SOLE 3054 0 0 iShares Intermediate Govt/Cred COM 464288612 8321929 82127 SH SOLE 71793 0 10334 Schwab U.S. Aggregate Bond ETF COM 808524839 219553 4964 SH SOLE 4964 0 0 SPDR Short Term Corporate Bond COM 78464A474 3416278 116517 SH SOLE 114639 0 1878 Vanguard Short-Term Treasury I COM 92206c102 473472 8220 SH SOLE 8220 0 0 3M COM 88579Y101 323364 3454 SH SOLE 3454 0 0 AbbVie COM 00287Y109 2171496 14568 SH SOLE 14568 0 0 Accenture Ltd. 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