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BJL

Brighton Jones LLC Portfolio holdings

AUM $5.38B
1-Year Est. Return 27.31%
This Fund
S&P 500
This Quarter Est. Return
+3.04%
1 Year Est. Return
+27.31%
3 Year Est. Return
+97.88%
5 Year Est. Return
+112.4%
10 Year Est. Return
+557.65%
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
EMBJ
326
Embraer S.A. ADS
EMBJ
$12.8B
– –
-13,078
Closed -$791K
ES icon
327
Eversource Energy
ES
$26.8B
– –
-10,838
Closed -$771K
ESBA icon
328
Empire State Realty Series ES
ESBA
$1.23B
– –
-15,311
Closed -$114K
ESGD icon
329
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
– –
-11,420
Closed -$1.06M
ESGE icon
330
iShares ESG Aware MSCI EM ETF
ESGE
$6.71B
– –
-6,056
Closed -$263K
ESGU icon
331
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
– –
-3,591
Closed -$523K
ESGV icon
332
Vanguard ESG US Stock ETF
ESGV
$13.6B
– –
-4,999
Closed -$592K
ESLT icon
333
Elbit Systems
ESLT
$36.1B
– –
-555
Closed -$283K
ESTC icon
334
Elastic
ESTC
$7.95B
– –
-10,614
Closed -$897K
ET icon
335
Energy Transfer Partners
ET
$71.8B
– –
-27,937
Closed -$479K
ETN icon
336
Eaton
ETN
$179B
– –
-3,357
Closed -$1.26M
ETR icon
337
Entergy
ETR
$49.7B
– –
-9,765
Closed -$910K
ETSY icon
338
Etsy
ETSY
$7.29B
– –
-15,084
Closed -$1M
EVH icon
339
Evolent Health
EVH
$481M
– –
-348,549
Closed -$2.95M
EVR icon
340
Evercore
EVR
$11.6B
– –
-3,629
Closed -$1.22M
EVRG icon
341
Evergy
EVRG
$18.9B
– –
-5,239
Closed -$398K
EW icon
342
Edwards Lifesciences
EW
$53.8B
– –
-10,833
Closed -$842K
EWBC icon
343
East-West Bancorp
EWBC
$18.1B
– –
-2,762
Closed -$294K
EXAS
344
DELISTED
Exact Sciences
EXAS
– –
-8,893
Closed -$487K
EXC icon
345
Exelon
EXC
$46.2B
– –
-6,239
Closed -$281K
EXEL icon
346
Exelixis
EXEL
$12.9B
– –
-18,518
Closed -$765K
EXLS icon
347
EXL Service
EXLS
$5.32B
– –
-7,336
Closed -$323K
EXPE icon
348
Expedia Group
EXPE
$39B
– –
-16,311
Closed -$3.49M
EXR icon
349
Extra Space Storage
EXR
$31B
– –
-4,444
Closed -$626K
F icon
350
Ford
F
$56.3B
– –
-38,696
Closed -$463K
12 13
14
15 16

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WL
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DWA
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DRZID
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SC
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SDIC
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DDC
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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.