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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
MCD icon
576
McDonald's
MCD
$194B
– –
-11,148
Closed -$3.39M
MCHP icon
577
Microchip Technology
MCHP
$44B
– –
-8,611
Closed -$553K
MCK icon
578
McKesson
MCK
$105B
– –
-2,973
Closed -$2.3M
MCO icon
579
Moody's
MCO
$82.5B
– –
-693
Closed -$330K
MCY icon
580
Mercury Insurance
MCY
$5.86B
– –
-2,985
Closed -$253K
MDB icon
581
MongoDB
MDB
$35.3B
– –
-3,847
Closed -$1.19M
MDLZ icon
582
Mondelez International
MDLZ
$78.9B
– –
-23,786
Closed -$1.49M
MDT icon
583
Medtronic
MDT
$116B
– –
-14,297
Closed -$1.36M
MDY icon
584
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
– –
-1,925
Closed -$1.15M
MEDP icon
585
Medpace
MEDP
$16.9B
– –
-4,060
Closed -$2.09M
MEI icon
586
Methode Electronics
MEI
$595M
– –
-11,933
Closed -$90.1K
MELI icon
587
Mercado Libre
MELI
$98.4B
– –
-152
Closed -$354K
MET icon
588
MetLife
MET
$61.5B
– –
-10,437
Closed -$860K
META icon
589
Meta Platforms (Facebook)
META
$1.53T
– –
-39,940
Closed -$29.3M
MFC icon
590
Manulife Financial
MFC
$72.7B
– –
-9,333
Closed -$291K
MFG icon
591
Mizuho Financial
MFG
$127B
– –
-21,555
Closed -$144K
MGK icon
592
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.6B
– –
-15,115
Closed -$1.22M
MGM icon
593
MGM Resorts International
MGM
$11.1B
– –
-27,102
Closed -$939K
MGRC icon
594
McGrath RentCorp
MGRC
$2.95B
– –
-2,194
Closed -$257K
MGV icon
595
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.6B
– –
-5,043
Closed -$695K
MHK icon
596
Mohawk Industries
MHK
$9.26B
– –
-5,746
Closed -$741K
MIND icon
597
MIND Technology
MIND
$43.9M
– –
-18,448
Closed -$149K
MKL icon
598
Markel Group
MKL
$22.8B
– –
-197
Closed -$376K
MKSI icon
599
MKS Inc
MKSI
$19.9B
– –
-3,462
Closed -$428K
MKTX icon
600
MarketAxess Holdings
MKTX
$5.72B
– –
-3,012
Closed -$525K
22 23
24
25 26

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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.