We are live on ! Find out more
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
RKLB icon
751
Rocket Lab Corp
RKLB
$49B
– –
-16,115
Closed -$772K
RL icon
752
Ralph Lauren
RL
$23.9B
– –
-2,329
Closed -$730K
RNXT icon
753
RenovoRx
RNXT
$50.5M
– –
-10,656
Closed -$13.5K
ROK icon
754
Rockwell Automation
ROK
$49.5B
– –
-1,473
Closed -$515K
ROKU icon
755
Roku
ROKU
$22.5B
– –
-12,552
Closed -$1.26M
ROL icon
756
Rollins
ROL
$17.8B
– –
-3,747
Closed -$220K
ROP icon
757
Roper Technologies
ROP
$39.6B
– –
-628
Closed -$313K
ROST icon
758
Ross Stores
ROST
$80.8B
– –
-2,938
Closed -$448K
RPAY icon
759
Repay Holdings
RPAY
$315M
– –
-11,637
Closed -$60.9K
RPG icon
760
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
– –
-8,195
Closed -$391K
RRC icon
761
Range Resources
RRC
$9.49B
– –
-14,077
Closed -$530K
RSG icon
762
Republic Services
RSG
$66.3B
– –
-20,034
Closed -$4.6M
RSP icon
763
Invesco S&P 500 Equal Weight ETF
RSP
$99.3B
– –
-9,865
Closed -$1.87M
RTX icon
764
RTX Corp
RTX
$302B
– –
-19,339
Closed -$3.24M
RWT
765
Redwood Trust
RWT
$590M
– –
-114,123
Closed -$661K
RXRX icon
766
Recursion Pharmaceuticals
RXRX
$1.8B
– –
-27,727
Closed -$135K
RY icon
767
Royal Bank of Canada
RY
$293B
– –
-2,465
Closed -$363K
RYN icon
768
Rayonier
RYN
$6.44B
– –
-28,993
Closed -$734K
SAIC icon
769
Saic
SAIC
$5.26B
– –
-2,541
Closed -$252K
SAM icon
770
Boston Beer
SAM
$1.83B
– –
-2,307
Closed -$488K
SAN icon
771
Banco Santander
SAN
$210B
– –
-20,078
Closed -$210K
SAP icon
772
SAP
SAP
$241B
– –
-2,998
Closed -$801K
SCHA icon
773
Schwab U.S Small- Cap ETF
SCHA
$23.1B
– –
-56,555
Closed -$1.58M
SCHD icon
774
Schwab US Dividend Equity ETF
SCHD
$107B
– –
-92,210
Closed -$2.52M
SCHE icon
775
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
– –
-45,568
Closed -$1.52M
29 30
31
32 33

Similar funds

JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
SCM
Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
LNWTC
Laird Norton Wetherby Trust Company Seattle, Washington $4.58B AUM 30.77% 1-Year Est. Return
GIBU
Gulf International Bank (UK) London, United Kingdom $4.47B AUM 29.35% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
VCM
Voleon Capital Management Berkeley, California $4.64B AUM 38.78% 1-Year Est. Return

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.