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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
GILD icon
401
Gilead Sciences
GILD
$169B
– –
-17,634
Closed -$1.96M
GIS icon
402
General Mills
GIS
$20.1B
– –
-7,307
Closed -$368K
GL icon
403
Globe Life
GL
$14.2B
– –
-8,039
Closed -$1.15M
GLD icon
404
SPDR Gold Trust
GLD
$142B
– –
-11,816
Closed -$4.2M
GLDM icon
405
SPDR Gold MiniShares Trust
GLDM
$29.9B
– –
-8,529
Closed -$652K
GLTR icon
406
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.68B
– –
-1,633
Closed -$270K
GLW icon
407
Corning
GLW
$137B
– –
-17,577
Closed -$1.44M
GM icon
408
General Motors
GM
$78.6B
– –
-72,622
Closed -$4.43M
GNRC icon
409
Generac Holdings
GNRC
$12.6B
– –
-2,256
Closed -$378K
GOSS icon
410
Gossamer Bio
GOSS
$89.9M
– –
-13,754
Closed -$36.2K
GPC icon
411
Genuine Parts
GPC
$18.6B
– –
-2,782
Closed -$386K
GPN icon
412
Global Payments
GPN
$22.8B
– –
-2,521
Closed -$209K
GRMN
413
Garmin
GRMN
$59.6B
– –
-8,135
Closed -$2M
GS icon
414
Goldman Sachs
GS
$302B
– –
-3,972
Closed -$3.16M
GSAT icon
415
Globalstar
GSAT
$10.8B
– –
-7,695
Closed -$280K
GSIE icon
416
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.12B
– –
-6,104
Closed -$251K
GSK icon
417
GSK
GSK
$102B
– –
-5,749
Closed -$248K
GSLC icon
418
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.9B
– –
-4,311
Closed -$562K
GWRE icon
419
Guidewire Software
GWRE
$14.6B
– –
-3,209
Closed -$738K
GWW icon
420
W.W. Grainger
GWW
$61.5B
– –
-299
Closed -$285K
HAL icon
421
Halliburton
HAL
$28.2B
– –
-35,775
Closed -$880K
HALO icon
422
Halozyme
HALO
$11.8B
– –
-3,253
Closed -$239K
HAS icon
423
Hasbro
HAS
$13.7B
– –
-12,872
Closed -$976K
HAYW icon
424
Hayward Holdings
HAYW
$3.32B
– –
-16,041
Closed -$243K
HBAN icon
425
Huntington Bancshares
HBAN
$36B
– –
-16,165
Closed -$279K
15 16
17
18 19

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WL
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DRZID
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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.