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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
BIIB icon
151
Biogen
BIIB
$30.6B
– –
-6,514
Closed -$912K
BITO icon
152
ProShares Bitcoin Strategy ETF
BITO
$1.44B
– –
-10,467
Closed -$206K
BNY
153
Bank of New York Mellon
BNY
$108B
– –
-9,891
Closed -$1.08M
BKH icon
154
Black Hills Corp
BKH
$5.62B
– –
-5,776
Closed -$356K
BKLC icon
155
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.69B
– –
-9,393
Closed -$402K
BKNG icon
156
Booking.com
BKNG
$160B
– –
-11,175
Closed -$2.41M
BKR icon
157
Baker Hughes
BKR
$63.6B
– –
-7,748
Closed -$377K
BLK icon
158
Blackrock
BLK
$175B
– –
-1,595
Closed -$1.86M
BLND icon
159
Blend Labs
BLND
$357M
– –
-17,219
Closed -$62.9K
BMO icon
160
Bank of Montreal
BMO
$127B
– –
-3,552
Closed -$463K
BMRN icon
161
BioMarin Pharmaceuticals
BMRN
$13.3B
– –
-26,000
Closed -$1.41M
BND icon
162
Vanguard Total Bond Market
BND
$161B
– –
-8,629
Closed -$642K
BNL icon
163
Broadstone Net Lease
BNL
$3.93B
– –
-16,397
Closed -$293K
BOXX icon
164
Alpha Architect 1-3 Month Box ETF
BOXX
$13.5B
– –
-12,227
Closed -$1.39M
BP icon
165
BP
BP
$110B
– –
-32,088
Closed -$1.11M
BPOP icon
166
Popular Inc
BPOP
$11.1B
– –
-11,086
Closed -$1.41M
BR icon
167
Broadridge
BR
$19.8B
– –
-2,384
Closed -$568K
BRBR icon
168
BellRing Brands
BRBR
$1.32B
– –
-9,778
Closed -$355K
BRK.A icon
169
Berkshire Hathaway Class A
BRK.A
$1.14T
– –
-28
Closed -$21.1M
BRK.B icon
170
Berkshire Hathaway Class B
BRK.B
$1.14T
– –
-46,521
Closed -$23.4M
BRO icon
171
Brown & Brown
BRO
$24B
– –
-17,564
Closed -$1.65M
BSV icon
172
Vanguard Short-Term Bond ETF
BSV
$45.6B
– –
-7,578
Closed -$598K
BSX icon
173
Boston Scientific
BSX
$73.1B
– –
-28,559
Closed -$2.79M
BWA icon
174
BorgWarner
BWA
$14.1B
– –
-37,325
Closed -$1.64M
BX icon
175
Blackstone
BX
$113B
– –
-8,488
Closed -$1.45M
5 6
7
8 9

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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.