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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
PFG icon
701
Principal Financial Group
PFG
$24.3B
– –
-3,944
Closed -$327K
PG icon
702
Procter & Gamble
PG
$337B
– –
-51,480
Closed -$7.91M
PGR icon
703
Progressive
PGR
$124B
– –
-4,178
Closed -$1.03M
PGX icon
704
Invesco Preferred ETF
PGX
$3.76B
– –
-56,056
Closed -$650K
PH icon
705
Parker-Hannifin
PH
$134B
– –
-1,727
Closed -$1.31M
PINS icon
706
Pinterest
PINS
$13.4B
– –
-45,311
Closed -$1.46M
PK icon
707
Park Hotels & Resorts
PK
$2.91B
– –
-42,202
Closed -$468K
PKG icon
708
Packaging Corp of America
PKG
$23B
– –
-4,145
Closed -$903K
PLD icon
709
Prologis
PLD
$133B
– –
-6,602
Closed -$756K
PLTK icon
710
Playtika
PLTK
$992M
– –
-20,602
Closed -$80.1K
PLTR icon
711
Palantir
PLTR
$421B
– –
-29,738
Closed -$5.42M
PM icon
712
Philip Morris
PM
$291B
– –
-31,647
Closed -$5.13M
PNC icon
713
PNC Financial Services
PNC
$101B
– –
-23,218
Closed -$4.67M
PNFP icon
714
Pinnacle Financial Partners Inc
PNFP
$16.1B
– –
-11,321
Closed -$1.06M
PNR icon
715
Pentair
PNR
$10.7B
– –
-6,687
Closed -$741K
PNW icon
716
Pinnacle West Capital
PNW
$12.1B
– –
-3,032
Closed -$272K
POR icon
717
Portland General Electric
POR
$5.7B
– –
-7,600
Closed -$334K
PPC icon
718
Pilgrim's Pride
PPC
$6.41B
– –
-16,112
Closed -$656K
PPG icon
719
PPG Industries
PPG
$25.9B
– –
-4,221
Closed -$444K
PPL
720
PPL Corp
PPL
$26.6B
– –
-10,679
Closed -$397K
PRCH icon
721
Porch Group
PRCH
$1.79B
– –
-100,431
Closed -$1.69M
PRF icon
722
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
– –
-23,291
Closed -$1.05M
PRFZ icon
723
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.88B
– –
-25,751
Closed -$1.17M
PRI icon
724
Primerica
PRI
$9.67B
– –
-799
Closed -$222K
PRU icon
725
Prudential Financial
PRU
$42.4B
– –
-3,333
Closed -$346K
27 28
29
30 31

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WL
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DWA
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DRZID
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DDC
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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.