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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
ECL icon
301
Ecolab
ECL
$79.8B
– –
-5,890
Closed -$1.61M
ED icon
302
Consolidated Edison
ED
$39.3B
– –
-5,015
Closed -$504K
EFAV icon
303
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.47B
– –
-4,536
Closed -$385K
EFG icon
304
iShares MSCI EAFE Growth ETF
EFG
$17.3B
– –
-53,809
Closed -$6.13M
EFV icon
305
iShares MSCI EAFE Value ETF
EFV
$30B
– –
-8,028
Closed -$545K
EFX icon
306
Equifax
EFX
$21.3B
– –
-4,048
Closed -$1.04M
EG icon
307
Everest Group
EG
$14.1B
– –
-6,635
Closed -$2.32M
EGHT icon
308
8x8 Inc
EGHT
$319M
– –
-16,192
Closed -$34.3K
EIX icon
309
Edison International
EIX
$26.4B
– –
-35,640
Closed -$1.97M
ELDN icon
310
Eledon Pharmaceuticals
ELDN
$281M
– –
-39,355
Closed -$102K
ELME
311
Elme Communities
ELME
$143M
– –
-13,346
Closed -$225K
ELV icon
312
Elevance Health
ELV
$85.2B
– –
-4,628
Closed -$1.5M
EMB icon
313
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
– –
-2,207
Closed -$210K
EME icon
314
Emcor
EME
$36.1B
– –
-2,009
Closed -$1.31M
EMR icon
315
Emerson Electric
EMR
$90.4B
– –
-11,720
Closed -$1.54M
EMXC icon
316
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.1B
– –
-80,430
Closed -$5.43M
ENB icon
317
Enbridge
ENB
$113B
– –
-8,158
Closed -$412K
ENS icon
318
EnerSys
ENS
$6.9B
– –
-1,909
Closed -$216K
ENTG icon
319
Entegris
ENTG
$23B
– –
-7,331
Closed -$678K
EOG icon
320
EOG Resources
EOG
$74.6B
– –
-3,106
Closed -$348K
EPD icon
321
Enterprise Products Partners
EPD
$81.8B
– –
-37,127
Closed -$1.16M
EPR icon
322
EPR Properties
EPR
$4.58B
– –
-7,042
Closed -$409K
EQIX icon
323
Equinix
EQIX
$102B
– –
-753
Closed -$590K
EQT icon
324
EQT Corp
EQT
$33.7B
– –
-4,522
Closed -$246K
EQWL icon
325
Invesco S&P 100 Equal Weight ETF
EQWL
$2.78B
– –
-2,640
Closed -$303K
11 12
13
14 15

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SCM
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SV
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LNWTC
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GIBU
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SCM
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VCM
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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.