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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
IBB icon
451
iShares Biotechnology ETF
IBB
$9.81B
– –
-1,418
Closed -$205K
IBIT icon
452
iShares Bitcoin Trust
IBIT
$47B
– –
-14,099
Closed -$916K
IBM icon
453
IBM
IBM
$224B
– –
-25,229
Closed -$7.12M
IBN icon
454
ICICI Bank
IBN
$107B
– –
-6,999
Closed -$212K
IBND icon
455
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$461M
– –
-13,280
Closed -$429K
ICE icon
456
Intercontinental Exchange
ICE
$84.6B
– –
-4,255
Closed -$717K
ICLN icon
457
iShares Global Clean Energy ETF
ICLN
$2.09B
– –
-13,221
Closed -$205K
ICLR icon
458
Icon
ICLR
$12.9B
– –
-5,250
Closed -$919K
IDEV icon
459
iShares Core MSCI International Developed Markets ETF
IDEV
$32.5B
– –
-6,439
Closed -$516K
IDR icon
460
Idaho Strategic Resources
IDR
$543M
– –
-12,343
Closed -$417K
IDXX icon
461
Idexx Laboratories
IDXX
$46.5B
– –
-731
Closed -$467K
IEF icon
462
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
– –
-11,106
Closed -$1.07M
IEFA icon
463
iShares Core MSCI EAFE ETF
IEFA
$195B
– –
-50,530
Closed -$4.41M
IEMG icon
464
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
– –
-44,068
Closed -$2.9M
IEUR icon
465
iShares Core MSCI Europe ETF
IEUR
$9.13B
– –
-5,627
Closed -$383K
IFF icon
466
International Flavors & Fragrances
IFF
$21.7B
– –
-6,293
Closed -$387K
IGF icon
467
iShares Global Infrastructure ETF
IGF
$10.7B
– –
-9,941
Closed -$608K
IGIB icon
468
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
– –
-4,570
Closed -$247K
IGOV icon
469
iShares International Treasury Bond ETF
IGOV
$1.53B
– –
-5,679
Closed -$242K
IGSB icon
470
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
– –
-10,706
Closed -$568K
IGV icon
471
iShares Expanded Tech-Software Sector ETF
IGV
$14.9B
– –
-1,962
Closed -$226K
IJH icon
472
iShares Core S&P Mid-Cap ETF
IJH
$127B
– –
-88,791
Closed -$5.79M
IJJ icon
473
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.03B
– –
-6,715
Closed -$871K
IJK icon
474
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
– –
-12,105
Closed -$1.16M
IJR icon
475
iShares Core S&P Small-Cap ETF
IJR
$112B
– –
-33,941
Closed -$4.03M
17 18
19
20 21

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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.