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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
AVIV icon
126
Avantis International Large Cap Value ETF
AVIV
$2.05B
– –
-4,967
Closed -$335K
AVUS icon
127
Avantis US Equity ETF
AVUS
$14.3B
– –
-6,047
Closed -$657K
AWI icon
128
Armstrong World Industries
AWI
$7.75B
– –
-5,191
Closed -$1.02M
AWK icon
129
American Water Works
AWK
$26.9B
– –
-2,374
Closed -$330K
AWR icon
130
American States Water
AWR
$3.43B
– –
-3,986
Closed -$292K
AXON
131
Axon Enterprise
AXON
$48.4B
– –
-871
Closed -$625K
AXP icon
132
American Express
AXP
$229B
– –
-12,651
Closed -$4.2M
AXS icon
133
AXIS Capital
AXS
$7.43B
– –
-6,349
Closed -$608K
AXTA icon
134
Axalta
AXTA
$8.01B
– –
-17,195
Closed -$492K
AYI icon
135
Acuity Brands
AYI
$10.6B
– –
-697
Closed -$240K
AZN icon
136
AstraZeneca
AZN
$251B
– –
-3,429
Closed -$526K
AZO icon
137
AutoZone
AZO
$50.1B
– –
-522
Closed -$2.24M
BA icon
138
Boeing
BA
$184B
– –
-24,088
Closed -$5.2M
BABA icon
139
Alibaba
BABA
$317B
– –
-4,745
Closed -$848K
BAH icon
140
Booz Allen Hamilton
BAH
$9.37B
– –
-13,873
Closed -$1.39M
BALL icon
141
Ball Corp
BALL
$16.6B
– –
-7,572
Closed -$382K
BBVA icon
142
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
– –
-31,735
Closed -$611K
BBWI icon
143
Bath & Body Works
BBWI
$3.89B
– –
-18,978
Closed -$489K
BBY icon
144
Best Buy
BBY
$17.4B
– –
-26,714
Closed -$2.02M
BC icon
145
Brunswick
BC
$5.21B
– –
-3,868
Closed -$245K
BDX icon
146
Becton Dickinson
BDX
$48.9B
– –
-8,544
Closed -$1.6M
BEN icon
147
Franklin Resources
BEN
$17B
– –
-12,755
Closed -$295K
BFAM icon
148
Bright Horizons
BFAM
$3.81B
– –
-2,801
Closed -$304K
BGS icon
149
B&G Foods
BGS
$276M
– –
-10,661
Closed -$47.2K
BHP icon
150
BHP
BHP
$230B
– –
-4,265
Closed -$238K
4 5
6
7 8

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LNWTC
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GIBU
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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.