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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
USHY icon
901
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
– –
-38,089
Closed -$1.44M
USMV icon
902
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
– –
-14,657
Closed -$1.39M
USRT icon
903
iShares Core US REIT ETF
USRT
$4.58B
– –
-11,052
Closed -$649K
UTHR icon
904
United Therapeutics
UTHR
$22.7B
– –
-1,502
Closed -$630K
V icon
905
Visa
V
$675B
– –
-22,733
Closed -$7.76M
VAW icon
906
Vanguard Materials ETF
VAW
$3.1B
– –
-6,135
Closed -$1.26M
VB icon
907
Vanguard Morningstar Small-Cap ETF
VB
$82.5B
– –
-12,925
Closed -$3.29M
VBK icon
908
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.5B
– –
-14,381
Closed -$4.28M
VBR icon
909
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
– –
-21,169
Closed -$4.42M
VCIT icon
910
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
– –
-4,328
Closed -$364K
VCSH icon
911
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.9B
– –
-5,445
Closed -$435K
VDC icon
912
Vanguard Consumer Staples ETF
VDC
$7.94B
– –
-957
Closed -$204K
VDE icon
913
Vanguard Energy ETF
VDE
$10.3B
– –
-19,210
Closed -$2.42M
VEEV icon
914
Veeva Systems
VEEV
$38.1B
– –
-8,789
Closed -$2.62M
VFH icon
915
Vanguard Financials ETF
VFH
$13.8B
– –
-12,145
Closed -$1.59M
VGK icon
916
Vanguard FTSE Europe ETF
VGK
$31B
– –
-9,221
Closed -$736K
VGLT icon
917
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
– –
-3,992
Closed -$227K
VGSH icon
918
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
– –
-8,456
Closed -$498K
VGT icon
919
Vanguard Information Technology ETF
VGT
$147B
– –
-25,024
Closed -$2.34M
VHT icon
920
Vanguard Health Care ETF
VHT
$19B
– –
-5,819
Closed -$1.51M
VIG icon
921
Vanguard Dividend Appreciation ETF
VIG
$114B
– –
-23,363
Closed -$5.04M
VIOV icon
922
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.89B
– –
-3,097
Closed -$295K
VIS icon
923
Vanguard Industrials ETF
VIS
$8.44B
– –
-5,960
Closed -$1.77M
VLO icon
924
Valero Energy
VLO
$90.7B
– –
-5,622
Closed -$957K
VLTO icon
925
Veralto
VLTO
$23.7B
– –
-10,796
Closed -$1.15M
35 36
37
38 39

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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.