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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
XOM icon
26
ExxonMobil
XOM
$661B
$16.7M 0.62%
139,052
+5,904
+4% +$685K
SOFI icon
27
SoFi Technologies
SOFI
$23.5B
$16.5M 0.61%
631,559
-65,173
-9% -$1.82M
WMT icon
28
Walmart Inc
WMT
$890B
$16.2M 0.6%
145,421
+19,549
+16% +$2.1M
VEA icon
29
Vanguard FTSE Developed Markets ETF
VEA
$236B
$15.4M 0.57%
246,948
-5,943
-2% -$364K
RWO icon
30
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.28B
$12.6M 0.46%
279,630
-353
-0.1% -$16.1K
PFE icon
31
Pfizer
PFE
$154B
$10.8M 0.4%
435,487
-122,536
-22% -$3.09M
IWR icon
32
iShares Russell Mid-Cap ETF
IWR
$57.6B
$10.4M 0.38%
108,050
-310
-0.3% -$29.8K
FIG
33
Figma
FIG
$13.5B
$10.1M 0.37%
+271,050
New +$12.2M
VXUS icon
34
Vanguard Total International Stock ETF
VXUS
$162B
$9.8M 0.36%
129,852
+9,621
+8% +$718K
VEU icon
35
Vanguard FTSE All-World ex-US ETF
VEU
$69.9B
$9.32M 0.34%
126,743
+157
+0.1% +$11.4K
SCZ icon
36
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$9.14M 0.34%
117,885
+1,204
+1% +$92.3K
INTC icon
37
Intel
INTC
$493B
$8.76M 0.32%
237,384
+2,290
+1% +$86.5K
DFSU
38
Dimensional US Sustainability Core 1 ETF
DFSU
$2.36B
$8.73M 0.32%
200,901
+18,807
+10% +$807K
SCHB icon
39
Schwab US Broad Market ETF
SCHB
$44.8B
$7.98M 0.29%
304,302
+7,050
+2% +$184K
BAC icon
40
Bank of America
BAC
$445B
$7.34M 0.27%
133,382
+4,193
+3% +$222K
JEPI icon
41
JPMorgan Equity Premium Income ETF
JEPI
$46B
$7.3M 0.27%
127,528
+120,087
+1,614% +$6.86M
COMP icon
42
Compass
COMP
$9.43B
$6.64M 0.24%
628,046
+449
+0.1% +$4.1K
EEM icon
43
iShares MSCI Emerging Markets ETF
EEM
$29.8B
$6.13M 0.23%
112,030
-5,178
-4% -$282K
SCHX icon
44
Schwab US Large- Cap ETF
SCHX
$74.5B
$5.99M 0.22%
222,605
+1,737
+0.8% +$46.4K
BMY icon
45
Bristol-Myers Squibb
BMY
$133B
$5.96M 0.22%
110,540
+76,067
+221% +$3.66M
HAPN
46
Happen Inc
HAPN
$2.25B
$5.9M 0.22%
311,340
-99,989
-24% -$1.77M
CNC icon
47
Centene
CNC
$32.8B
$5.74M 0.21%
139,542
+90,368
+184% +$3.38M
PCG icon
48
PG&E
PCG
$37.9B
$5.46M 0.2%
339,516
+160,326
+89% +$2.56M
FSBC icon
49
Five Star Bancorp
FSBC
$1.12B
$5.08M 0.19%
142,107
+57
+0% +$1.98K
RELY icon
50
Remitly
RELY
$4.88B
$4.66M 0.17%
337,522
+4,952
+1% +$71.9K
1
2
3 4 5

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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.