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BJL

Brighton Jones LLC Portfolio holdings

AUM $2.37B
1-Year Est. Return 16.36%
This Fund
S&P 500
This Quarter Est. Return
+3.04%
1 Year Est. Return
+16.36%
3 Year Est. Return
+81.04%
5 Year Est. Return
+91.07%
10 Year Est. Return
+455.51%
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
AMZN icon
1
Amazon
AMZN
$2.92T
$924M 34.08%
4,003,861
+55,074
+1% +$12.6M
MSFT icon
2
Microsoft
MSFT
$3.45T
$357M 13.16%
737,853
+27,206
+4% +$13.6M
AAPL icon
3
Apple
AAPL
$4.54T
$154M 5.67%
565,008
+31,280
+6% +$8.4M
NVDA icon
4
NVIDIA
NVDA
$4.86T
$101M 3.74%
543,929
+71,035
+15% +$13.2M
VTI icon
5
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$99M 3.65%
295,388
+915
+0.3% +$304K
DFAC icon
6
Dimensional US Core Equity 2 ETF
DFAC
$47.9B
$74.7M 2.76%
1,887,933
-40,407
-2% -$1.58M
DFIC icon
7
Dimensional International Core Equity 2 ETF
DFIC
$14.8B
$69.6M 2.57%
2,019,943
+55,691
+3% +$1.86M
DFGR icon
8
Dimensional Global Real Estate ETF
DFGR
$3.85B
$69M 2.54%
2,611,200
+212,050
+9% +$5.72M
DCOR icon
9
Dimensional US Core Equity 1 ETF
DCOR
$3.33B
$64.1M 2.36%
870,286
+79,028
+10% +$5.75M
IWB icon
10
iShares Russell 1000 ETF
IWB
$48.2B
$62M 2.29%
166,068
-10,916
-6% -$4.04M
DFAI
11
Dimensional International Core Equity Market ETF
DFAI
$17.4B
$56.4M 2.08%
1,481,005
+107,583
+8% +$3.99M
GOOG icon
12
Alphabet (Google) Class C
GOOG
$4.36T
$54.9M 2.02%
174,798
+5,591
+3% +$1.6M
DFAU icon
13
Dimensional US Core Equity Market ETF
DFAU
$12.4B
$46.6M 1.72%
995,153
+17,725
+2% +$821K
VT icon
14
Vanguard Total World Stock ETF
VT
$77.1B
$44.5M 1.64%
315,207
+15,533
+5% +$2.17M
GOOGL icon
15
Alphabet (Google) Class A
GOOGL
$4.36T
$41M 1.51%
130,936
+14,987
+13% +$4.28M
VGSR icon
16
Vert Global Sustainable Real Estate ETF
VGSR
$541M
$37.2M 1.37%
3,578,397
+132,496
+4% +$1.39M
DFEM icon
17
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.81B
$35.5M 1.31%
1,073,486
+48,092
+5% +$1.57M
TMUS icon
18
T-Mobile US
TMUS
$185B
$29.3M 1.08%
144,333
-5,788
-4% -$1.23M
ITOT icon
19
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$23.3M 0.86%
156,612
-5,566
-3% -$821K
EFA icon
20
iShares MSCI EAFE ETF
EFA
$78B
$23.1M 0.85%
240,119
+779
+0.3% +$73.9K
SBUX icon
21
Starbucks
SBUX
$120B
$22.7M 0.84%
270,064
+107,141
+66% +$9.04M
DFAX icon
22
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.9B
$21.9M 0.81%
668,678
-5,782
-0.9% -$184K
DFAE icon
23
Dimensional Emerging Core Equity Market ETF
DFAE
$9.29B
$21.2M 0.78%
651,493
+44,903
+7% +$1.45M
ABNB icon
24
Airbnb
ABNB
$89.9B
$16.9M 0.62%
124,418
+18,725
+18% +$2.33M
SGOV icon
25
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.4B
$16.9M 0.62%
168,104
-34,361
-17% -$3.45M
1
2 3 4 5

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HAG
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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.