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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
VTV icon
951
Vanguard Morningstar Value ETF
VTV
$193B
– –
-41,075
Closed -$7.66M
VUG icon
952
Vanguard Morningstar Growth ETF
VUG
$230B
– –
-116,676
Closed -$9.33M
VV icon
953
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
– –
-40,377
Closed -$12.4M
VWO icon
954
Vanguard FTSE Emerging Markets ETF
VWO
$126B
– –
-82,251
Closed -$4.46M
VXF icon
955
Vanguard Extended Market ETF
VXF
$32B
– –
-3,727
Closed -$780K
VYM icon
956
Vanguard High Dividend Yield ETF
VYM
$83.9B
– –
-15,964
Closed -$2.25M
VYMI icon
957
Vanguard International High Dividend Yield ETF
VYMI
$21.3B
– –
-3,197
Closed -$271K
VZ icon
958
Verizon
VZ
$196B
– –
-42,758
Closed -$1.88M
W icon
959
Wayfair
W
$14.4B
– –
-6,388
Closed -$571K
WAB icon
960
Wabtec
WAB
$50.5B
– –
-3,258
Closed -$653K
WAFD icon
961
WaFd
WAFD
$2.77B
– –
-10,866
Closed -$329K
WAT icon
962
Waters Corp
WAT
$40.4B
– –
-1,452
Closed -$435K
WBD icon
963
Warner Bros
WBD
$67.7B
– –
-67,305
Closed -$1.31M
WBS icon
964
Webster Financial
WBS
$12.8B
– –
-6,750
Closed -$401K
WCC
965
WESCO International
WCC
$18.4B
– –
-1,278
Closed -$270K
WDAY icon
966
Workday
WDAY
$44.9B
– –
-4,690
Closed -$1.13M
WDC icon
967
Western Digital
WDC
$152B
– –
-14,925
Closed -$1.79M
WEC icon
968
WEC Energy
WEC
$34.5B
– –
-3,213
Closed -$368K
WELL icon
969
Welltower
WELL
$164B
– –
-6,923
Closed -$1.23M
WEN icon
970
Wendy's
WEN
$1.4B
– –
-49,378
Closed -$452K
WFC icon
971
Wells Fargo
WFC
$265B
– –
-69,028
Closed -$5.79M
WING icon
972
Wingstop
WING
$3.14B
– –
-1,071
Closed -$270K
WIP icon
973
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$473M
– –
-7,952
Closed -$312K
WMB icon
974
Williams Companies
WMB
$88.5B
– –
-26,374
Closed -$1.67M
WM icon
975
Waste Management
WM
$91.3B
– –
-7,026
Closed -$1.55M
37 38
39
40 41

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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.