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
SPTS icon
826
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.11B
– –
-7,062
Closed -$207K
SPY icon
827
State Street SPDR S&P 500 ETF Trust
SPY
$810B
– –
-57,743
Closed -$38.5M
SPYD icon
828
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.7B
– –
-6,745
Closed -$297K
SPYG icon
829
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.2B
– –
-2,435
Closed -$254K
SRE icon
830
Sempra
SRE
$55.4B
– –
-8,546
Closed -$769K
SSB icon
831
SouthState Bank Corp
SSB
$10.5B
– –
-3,135
Closed -$310K
STE icon
832
Steris
STE
$23.4B
– –
-4,497
Closed -$1.11M
STLD icon
833
Steel Dynamics
STLD
$38.7B
– –
-1,627
Closed -$227K
STNG icon
834
Scorpio Tankers
STNG
$3.83B
– –
-4,794
Closed -$269K
STT icon
835
State Street
STT
$51.3B
– –
-4,586
Closed -$532K
STX icon
836
Seagate
STX
$185B
– –
-14,342
Closed -$3.39M
SUB icon
837
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
– –
-10,392
Closed -$1.11M
SUSA icon
838
iShares ESG Optimized MSCI USA ETF
SUSA
$4.17B
– –
-5,076
Closed -$689K
SYF icon
839
Synchrony
SYF
$25.7B
– –
-27,836
Closed -$1.98M
SYK icon
840
Stryker
SYK
$134B
– –
-4,809
Closed -$1.78M
SYY icon
841
Sysco
SYY
$40.3B
– –
-78,160
Closed -$6.44M
T icon
842
AT&T
T
$166B
– –
-65,066
Closed -$1.84M
TCBI icon
843
Texas Capital Bancshares
TCBI
$4.35B
– –
-3,712
Closed -$314K
TDC icon
844
Teradata
TDC
$2.55B
– –
-12,134
Closed -$261K
TDG icon
845
TransDigm Group
TDG
$68.4B
– –
-1,191
Closed -$1.57M
TDIV icon
846
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.42B
– –
-2,865
Closed -$282K
TEAM icon
847
Atlassian
TEAM
$38.4B
– –
-6,785
Closed -$1.08M
TEL icon
848
TE Connectivity
TEL
$62.9B
– –
-6,106
Closed -$1.34M
TER icon
849
Teradyne
TER
$59.4B
– –
-6,351
Closed -$874K
TFC icon
850
Truist Financial
TFC
$63.6B
– –
-30,748
Closed -$1.41M
32 33
34
35 36

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.