Badgley Phelps Wealth Managers, LLC has filed its quarterly 13F-HR report, which outlines the firm’s investment holdings as of September 30, 2026. This filing, submitted on October 22, 2026, is crucial for understanding the company’s asset management strategies and investment decisions.
Background
Badgley Phelps Wealth Managers, LLC is a Seattle-based investment management firm. It operates under the Central Index Key (CIK) number 0001895362. The firm specializes in wealth management services, catering to a range of client needs. Badgley Phelps has been active in filing various reports with the SEC, including multiple 13F-HR submissions throughout 2026, indicating a consistent approach to regulatory compliance.
What the Filing Says
The latest filing, accession number 0001895362-26-000010, includes details about the firm’s holdings as of the end of the third quarter. While specific holdings were not detailed in the filing text, the 13F-HR report typically provides insights into the assets under management and investment strategies employed by the firm.
Impact
This filing affects various stakeholders, including clients, competitors, and analysts in the wealth management sector. By disclosing its holdings, Badgley Phelps allows clients to understand its investment approach and performance. Competitors will likely analyze these disclosures to adjust their strategies and offerings in response to market trends.
What's Next
The filing does not say what happens next.