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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
SCHG icon
776
Schwab US Large-Cap Growth ETF
SCHG
$63B
– –
-18,673
Closed -$596K
SCHH icon
777
Schwab US REIT ETF
SCHH
$11.2B
– –
-10,175
Closed -$219K
SCHK icon
778
Schwab 1000 Index ETF
SCHK
$5.94B
– –
-12,766
Closed -$410K
SCHM icon
779
Schwab US Mid-Cap ETF
SCHM
$15.1B
– –
-30,009
Closed -$889K
SCHO icon
780
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
– –
-20,507
Closed -$500K
SCHP icon
781
Schwab US TIPS ETF
SCHP
$16.2B
– –
-14,312
Closed -$386K
SCHW
782
Charles Schwab
SCHW
$186B
– –
-35,717
Closed -$3.41M
SCHV
783
Schwab US Large-Cap Value ETF
SCHV
$16.1B
– –
-24,563
Closed -$715K
SCHZ icon
784
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
– –
-13,866
Closed -$325K
SCI icon
785
Service Corp International
SCI
$11.4B
– –
-8,605
Closed -$716K
SDY icon
786
State Street SPDR S&P Dividend ETF
SDY
$22.1B
– –
-20,953
Closed -$2.93M
SEB icon
787
Seaboard Corp
SEB
$3.93B
– –
-57
Closed -$208K
SEDG icon
788
SolarEdge
SEDG
$2.05B
– –
-11,698
Closed -$433K
SEE
789
DELISTED
Sealed Air
SEE
– –
-29,759
Closed -$1.05M
SF
790
Stifel
SF
$12.7B
– –
-4,107
Closed -$311K
SFL icon
791
SFL Corp
SFL
$1.55B
– –
-20,471
Closed -$154K
SHEL icon
792
Shell
SHEL
$250B
– –
-10,026
Closed -$717K
SHOP icon
793
Shopify
SHOP
$198B
– –
-14,660
Closed -$2.18M
SHV icon
794
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
– –
-4,170
Closed -$461K
SHW icon
795
Sherwin-Williams
SHW
$88.7B
– –
-1,788
Closed -$619K
SHYG icon
796
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
– –
-5,759
Closed -$249K
SIRI icon
797
SiriusXM
SIRI
$9.68B
– –
-44,948
Closed -$1.05M
SIXA icon
798
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$538M
– –
-41,209
Closed -$2.05M
SIXH icon
799
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
$587M
– –
-25,448
Closed -$984K
SJM icon
800
J.M. Smucker
SJM
$12.7B
– –
-3,344
Closed -$363K
30 31
32
33 34

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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.