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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
IVLU icon
501
iShares MSCI Intl Value Factor ETF
IVLU
$4.53B
– –
-22,385
Closed -$794K
IVV icon
502
iShares Core S&P 500 ETF
IVV
$902B
– –
-46,836
Closed -$31.3M
IVW icon
503
iShares S&P 500 Growth ETF
IVW
$76.9B
– –
-54,045
Closed -$6.52M
IVZ icon
504
Invesco
IVZ
$13.8B
– –
-41,802
Closed -$959K
IWD icon
505
iShares Russell 1000 Value ETF
IWD
$84B
– –
-34,090
Closed -$6.94M
IWF icon
506
iShares Russell 1000 Growth ETF
IWF
$127B
– –
-328,292
Closed -$38.4M
IWM icon
507
iShares Russell 2000 ETF
IWM
$81.8B
– –
-85,438
Closed -$20.7M
IWN icon
508
iShares Russell 2000 Value ETF
IWN
$14.6B
– –
-4,973
Closed -$879K
IWO icon
509
iShares Russell 2000 Growth ETF
IWO
$14.9B
– –
-10,475
Closed -$3.35M
IWP icon
510
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
– –
-17,351
Closed -$2.47M
IWS icon
511
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
– –
-20,599
Closed -$2.88M
IWV icon
512
iShares Russell 3000 ETF
IWV
$20.4B
– –
-82,343
Closed -$31.2M
IXC icon
513
iShares Global Energy ETF
IXC
$2.74B
– –
-9,655
Closed -$403K
IXN icon
514
iShares Global Tech ETF
IXN
$9.2B
– –
-3,526
Closed -$364K
IXUS icon
515
iShares Core MSCI Total International Stock ETF
IXUS
$60.2B
– –
-27,664
Closed -$2.28M
IYM icon
516
iShares US Basic Materials ETF
IYM
$1.03B
– –
-1,374
Closed -$204K
IYW icon
517
iShares US Technology ETF
IYW
$25.2B
– –
-1,988
Closed -$389K
IYY icon
518
iShares Dow Jones US ETF
IYY
$3.06B
– –
-4,171
Closed -$678K
IYZ icon
519
iShares US Telecommunications ETF
IYZ
$1.23B
– –
-6,208
Closed -$200K
J icon
520
Jacobs Solutions
J
$17.3B
– –
-4,928
Closed -$739K
JBGS
521
JBG SMITH
JBGS
$664M
– –
-9,248
Closed -$206K
JBHT icon
522
JB Hunt Transport Services
JBHT
$24.9B
– –
-12,356
Closed -$1.66M
JBL icon
523
Jabil
JBL
$37.4B
– –
-2,091
Closed -$454K
JCI icon
524
Johnson Controls International
JCI
$93.7B
– –
-12,740
Closed -$1.4M
JHG
525
DELISTED
Janus Henderson
JHG
– –
-27,053
Closed -$1.2M
19 20
21
22 23

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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.