We are live on ! Find out more
BJL

Brighton Jones LLC Portfolio holdings

AUM $4.53B
1-Year Est. Return 21.1%
This Fund
S&P 500
This Quarter Est. Return
+3.04%
1 Year Est. Return
+21.1%
3 Year Est. Return
+88.41%
5 Year Est. Return
+98.84%
10 Year Est. Return
+499.78%
AUM
$2.71B
AUM Growth
-$1.46B
Cap. Flow
-$1.53B
Cap. Flow %
-56.27%
Top 10 Hldgs %
72.82%
Holding
1,026
New
1
Increased
38
Reduced
15
Closed
971

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$13.6M
2
NVDA icon
NVIDIA
NVDA
+$13.2M
3
AMZN icon
Amazon
AMZN
+$12.6M
4
FIG
Figma
FIG
+$12.2M
5
SBUX icon
Starbucks
SBUX
+$9.04M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$48.5M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$38.5M
3
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$38.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$31.3M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$31.2M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 35.55%
2 Technology 23.66%
3 Communication Services 4.73%
4 Financials 1.29%
5 Healthcare 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIS icon
276
Walt Disney
DIS
$179B
– –
-29,971
Closed -$3.43M
DIVO icon
277
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.8B
– –
-5,227
Closed -$233K
DJD icon
278
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$497M
– –
-3,778
Closed -$209K
DJP icon
279
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$816M
– –
-8,817
Closed -$312K
DKNG icon
280
DraftKings
DKNG
$12.6B
– –
-51,803
Closed -$1.94M
DKS icon
281
Dick's Sporting Goods
DKS
$18.5B
– –
-1,069
Closed -$238K
DLB icon
282
Dolby
DLB
$5.78B
– –
-4,068
Closed -$294K
DLN icon
283
WisdomTree US LargeCap Dividend Fund
DLN
$6.41B
– –
-7,415
Closed -$645K
DLR icon
284
Digital Realty Trust
DLR
$70.4B
– –
-71,706
Closed -$12.4M
DLTR icon
285
Dollar Tree
DLTR
$24.7B
– –
-2,710
Closed -$256K
DOCU
286
DocuSign
DOCU
$11.5B
– –
-8,099
Closed -$584K
DON icon
287
WisdomTree US MidCap Dividend Fund
DON
$4.09B
– –
-5,845
Closed -$306K
DOV icon
288
Dover
DOV
$28.3B
– –
-6,871
Closed -$1.15M
DRI icon
289
Darden Restaurants
DRI
$24.8B
– –
-1,127
Closed -$215K
DSGR icon
290
Distribution Solutions Group
DSGR
$1.62B
– –
-22,305
Closed -$671K
DTE icon
291
DTE Energy
DTE
$28.3B
– –
-2,865
Closed -$405K
DUHP icon
292
Dimensional US High Profitability ETF
DUHP
$12.7B
– –
-28,194
Closed -$1.06M
DUK icon
293
Duke Energy
DUK
$95B
– –
-7,014
Closed -$868K
DUOL icon
294
Duolingo
DUOL
$6.4B
– –
-2,670
Closed -$859K
DV icon
295
DoubleVerify
DV
$2.03B
– –
-17,878
Closed -$214K
DVN icon
296
Devon Energy
DVN
$50.1B
– –
-43,669
Closed -$1.53M
DVY icon
297
iShares Select Dividend ETF
DVY
$23.6B
– –
-11,825
Closed -$1.68M
DXCM icon
298
DexCom
DXCM
$33.6B
– –
-18,013
Closed -$1.21M
EA
299
DELISTED
Electronic Arts
EA
– –
-5,206
Closed -$1.05M
EBAY icon
300
eBay
EBAY
$47.3B
– –
-5,740
Closed -$522K
10 11
12
13 14

Similar funds

JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
SCM
Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
LNWTC
Laird Norton Wetherby Trust Company Seattle, Washington $4.58B AUM 30.77% 1-Year Est. Return
GIBU
Gulf International Bank (UK) London, United Kingdom $4.47B AUM 29.35% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
VCM
Voleon Capital Management Berkeley, California $4.64B AUM 38.78% 1-Year Est. Return

Brighton Jones LLC's Q4 2025 Portfolio in Review

As of Q4 2025, Brighton Jones LLC held 1,026 positions worth $2.71B, down 35% from $4.17B the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Brighton Jones LLC withdrew a net $1.53B in Q4 2025, closing 971 positions and reducing 15 holdings. Its most notable exit was Tesla, an estimated $48.5M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 36% of assets, up from 25% a quarter earlier, followed by Technology and Communication Services.

Against the trend, Brighton Jones LLC opened a new position in Figma worth $10.1M.

  • Brighton Jones LLC's largest Q4 2025 buy was Figma: 271,050 shares worth $10.1M.
  • Brighton Jones LLC added most to Microsoft in Q4 2025, an estimated $13.6M increase.
  • Brighton Jones LLC's biggest Q4 2025 reduction was iShares Russell 1000 ETF, cutting an estimated $4.04M.
  • Brighton Jones LLC fully exited Tesla in Q4 2025, selling an estimated $48.5M.
  • Brighton Jones LLC's ten largest holdings make up 73% of its $2.71B portfolio in Q4 2025.
  • Brighton Jones LLC opened 1 new position and closed 971 in Q4 2025.
  • Brighton Jones LLC's portfolio value fell 35% quarter-over-quarter to $2.71B.

Based on Brighton Jones LLC's 13F filing for Q4 2025, filed 27 Jan 2026.