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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
HBIO icon
426
Harvard Bioscience
HBIO
$28.1M
– –
-2,501
Closed -$11K
HCA icon
427
HCA Healthcare
HCA
$89.1B
– –
-3,934
Closed -$1.68M
HD icon
428
Home Depot
HD
$354B
– –
-34,686
Closed -$14.1M
HDB icon
429
HDFC Bank
HDB
$121B
– –
-7,250
Closed -$248K
HDEF icon
430
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.34B
– –
-9,523
Closed -$280K
HDV
431
iShares Core High Dividend ETF
HDV
$15B
– –
-14,445
Closed -$354K
HFWA icon
432
Heritage Financial
HFWA
$1.21B
– –
-12,452
Closed -$301K
HIG icon
433
Hartford Financial Services
HIG
$38.5B
– –
-2,125
Closed -$283K
HII icon
434
Huntington Ingalls Industries
HII
$13B
– –
-2,304
Closed -$663K
HLN icon
435
Haleon
HLN
$43.8B
– –
-18,836
Closed -$169K
HLT icon
436
Hilton Worldwide
HLT
$70.6B
– –
-4,691
Closed -$1.22M
HON icon
437
Honeywell
HON
$73.6B
– –
-20,249
Closed -$4.02M
HOOD icon
438
Robinhood
HOOD
$84.3B
– –
-12,073
Closed -$1.73M
HPE icon
439
Hewlett Packard
HPE
$71.8B
– –
-24,717
Closed -$607K
HPQ icon
440
HP
HPQ
$26.4B
– –
-27,554
Closed -$750K
HR icon
441
Healthcare Realty
HR
$6.62B
– –
-14,135
Closed -$255K
HRB icon
442
H&R Block
HRB
$5.85B
– –
-4,685
Closed -$237K
HSBC icon
443
HSBC
HSBC
$355B
– –
-4,462
Closed -$317K
HST icon
444
Host Hotels & Resorts
HST
$15.4B
– –
-25,942
Closed -$442K
HUBS icon
445
HubSpot
HUBS
$10.9B
– –
-3,716
Closed -$1.74M
HUM icon
446
Humana
HUM
$45.1B
– –
-2,549
Closed -$663K
HUN icon
447
Huntsman Corp
HUN
$1.85B
– –
-33,737
Closed -$303K
HWM icon
448
Howmet Aerospace
HWM
$113B
– –
-3,089
Closed -$606K
HYG icon
449
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
– –
-4,449
Closed -$361K
IAU icon
450
iShares Gold Trust
IAU
$64.7B
– –
-15,646
Closed -$1.14M
16 17
18
19 20

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WL
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DWA
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DRZID
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SC
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DDC
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AS
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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.