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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
WOOF icon
976
Petco
WOOF
$802M
– –
-10,938
Closed -$42.3K
WPM icon
977
Wheaton Precious Metals
WPM
$60.9B
– –
-2,151
Closed -$241K
WRB icon
978
W.R. Berkley
WRB
$26.1B
– –
-31,247
Closed -$2.39M
WSM icon
979
Williams-Sonoma
WSM
$29.7B
– –
-6,057
Closed -$1.18M
WST icon
980
West Pharmaceutical
WST
$24.7B
– –
-2,514
Closed -$660K
WTRG icon
981
Essential Utilities
WTRG
$11.2B
– –
-18,182
Closed -$725K
WTW icon
982
Willis Towers Watson
WTW
$31.7B
– –
-2,239
Closed -$773K
WY icon
983
Weyerhaeuser
WY
$18.2B
– –
-9,203
Closed -$228K
XEL icon
984
Xcel Energy
XEL
$47.9B
– –
-4,786
Closed -$386K
XLE icon
985
State Street Energy Select Sector SPDR ETF
XLE
$39.7B
– –
-16,798
Closed -$750K
XLC icon
986
State Street Communication Services Select Sector SPDR ETF
XLC
$22.7B
– –
-5,623
Closed -$666K
XLF icon
987
State Street Financial Select Sector SPDR ETF
XLF
$59B
– –
-51,235
Closed -$2.76M
XLG icon
988
Invesco S&P 500 Top 50 ETF
XLG
$11B
– –
-8,053
Closed -$463K
XLI icon
989
State Street Industrial Select Sector SPDR ETF
XLI
$34.9B
– –
-3,933
Closed -$607K
XLK icon
990
State Street Technology Select Sector SPDR ETF
XLK
$122B
– –
-18,766
Closed -$2.64M
XLP icon
991
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
– –
-6,387
Closed -$501K
XLRE icon
992
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.5B
– –
-6,491
Closed -$273K
XLU icon
993
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
– –
-11,050
Closed -$482K
XLV icon
994
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
– –
-10,745
Closed -$1.5M
XLY icon
995
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
– –
-2,906
Closed -$348K
XPO icon
996
XPO
XPO
$23.7B
– –
-3,442
Closed -$445K
XRAY icon
997
Dentsply Sirona
XRAY
$2.34B
– –
-71,260
Closed -$904K
YUM icon
998
Yum! Brands
YUM
$39.2B
– –
-9,003
Closed -$1.37M
YUMC icon
999
Yum China
YUMC
$16.2B
– –
-4,683
Closed -$201K
Z icon
1000
Zillow
Z
$7.58B
– –
-5,877
Closed -$453K
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.