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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
SCHF icon
51
Schwab International Equity ETF
SCHF
$68.3B
$4.43M 0.16%
184,269
+18,378
+11% +$437K
WRD
52
WeRide Inc
WRD
$2.08B
$3.86M 0.14%
444,723
-100
-0% -$931
CMCSA icon
53
Comcast
CMCSA
$89.4B
$3.19M 0.12%
106,716
-24,531
-19% -$700K
RSMC
54
Rockefeller U.S. Small-Mid Cap ETF
RSMC
$785M
$3.05M 0.11%
120,663
– –
LYFT icon
55
Lyft
LYFT
$6.55B
$2.26M 0.08%
116,558
+13,433
+13% +$279K
A icon
56
Agilent Technologies
A
$42B
– –
-9,498
Closed -$1.22M
ABBV icon
57
AbbVie
ABBV
$438B
– –
-28,557
Closed -$6.61M
ABCB icon
58
Ameris Bancorp
ABCB
$5.88B
– –
-3,576
Closed -$262K
ABM icon
59
ABM Industries
ABM
$2.81B
– –
-12,976
Closed -$598K
ABT icon
60
Abbott
ABT
$188B
– –
-57,419
Closed -$7.69M
ACCO icon
61
Acco Brands
ACCO
$402M
– –
-18,646
Closed -$74.4K
ACGL icon
62
Arch Capital
ACGL
$33.5B
– –
-2,728
Closed -$247K
ACN icon
63
Accenture
ACN
$109B
– –
-19,436
Closed -$4.79M
ACVA icon
64
ACV Auctions
ACVA
$1.27B
– –
-80,103
Closed -$794K
ACWI icon
65
iShares MSCI ACWI ETF
ACWI
$33.3B
– –
-20,260
Closed -$2.8M
ACWX icon
66
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
– –
-7,761
Closed -$505K
ADBE icon
67
Adobe
ADBE
$109B
– –
-15,094
Closed -$5.32M
ADI icon
68
Analog Devices
ADI
$187B
– –
-3,131
Closed -$769K
ADM icon
69
Archer Daniels Midland
ADM
$38.8B
– –
-4,282
Closed -$256K
ADP icon
70
Automatic Data Processing
ADP
$109B
– –
-9,963
Closed -$2.92M
ADPT icon
71
Adaptive Biotechnologies
ADPT
$4.05B
– –
-23,301
Closed -$349K
ADSK icon
72
Autodesk
ADSK
$54.1B
– –
-3,729
Closed -$1.18M
ADT icon
73
ADT
ADT
$5.49B
– –
-202,940
Closed -$1.77M
AEE icon
74
Ameren
AEE
$29.6B
– –
-2,159
Closed -$225K
AEM icon
75
Agnico Eagle Mines
AEM
$91.4B
– –
-3,529
Closed -$595K
1 2
3
4 5

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VCM
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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.