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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
VLY icon
926
Valley National Bancorp
VLY
$8.1B
– –
-16,532
Closed -$175K
VMBS icon
927
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
– –
-7,486
Closed -$352K
VMC icon
928
Vulcan Materials
VMC
$37B
– –
-2,552
Closed -$785K
VMI icon
929
Valmont Industries
VMI
$9.5B
– –
-1,252
Closed -$485K
VNQ icon
930
Vanguard Real Estate ETF
VNQ
$38.6B
– –
-34,933
Closed -$3.19M
VNQI icon
931
Vanguard Global ex-US Real Estate ETF
VNQI
$3.52B
– –
-12,863
Closed -$614K
VNT icon
932
Vontier
VNT
$4.63B
– –
-5,632
Closed -$236K
VO icon
933
Vanguard Morningstar Mid-Cap ETF
VO
$109B
– –
-96,516
Closed -$7.09M
VOE icon
934
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.2B
– –
-23,585
Closed -$4.12M
VOO icon
935
Vanguard S&P 500 ETF
VOO
$1.03T
– –
-37,785
Closed -$23.1M
VOT icon
936
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.7B
– –
-11,867
Closed -$3.49M
VOTE icon
937
TCW Transform 500 ETF
VOTE
$1.14B
– –
-21,693
Closed -$1.7M
VOX icon
938
Vanguard Communication Services ETF
VOX
$5.88B
– –
-1,893
Closed -$355K
VRNS icon
939
Varonis Systems
VRNS
$4.87B
– –
-4,668
Closed -$268K
VRSK icon
940
Verisk Analytics
VRSK
$23.6B
– –
-1,245
Closed -$313K
VRSN icon
941
VeriSign
VRSN
$26.5B
– –
-10,177
Closed -$2.85M
VRT icon
942
Vertiv
VRT
$104B
– –
-9,920
Closed -$1.5M
VRTX icon
943
Vertex Pharmaceuticals
VRTX
$133B
– –
-4,693
Closed -$1.84M
VSS icon
944
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
– –
-5,145
Closed -$733K
VST icon
945
Vistra
VST
$48B
– –
-1,943
Closed -$381K
VTEB icon
946
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
– –
-11,980
Closed -$600K
VTHR icon
947
Vanguard Russell 3000 ETF
VTHR
$4.85B
– –
-1,193
Closed -$351K
VTIP icon
948
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
– –
-9,736
Closed -$493K
VTR icon
949
Ventas
VTR
$47.2B
– –
-9,314
Closed -$652K
VTRS icon
950
Viatris
VTRS
$18.7B
– –
-34,558
Closed -$342K
36 37
38
39 40

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LNWTC
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GIBU
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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.