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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
+13.79%
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
$3.69B
AUM Growth
+$574M
Cap. Flow
+$183M
Cap. Flow %
4.95%
Top 10 Hldgs %
47.74%
Holding
950
New
245
Increased
496
Reduced
155
Closed
20

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$6.97M
2
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$6.61M
3
ABNB icon
Airbnb
ABNB
+$5.92M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.82M
5
MAR icon
Marriott International
MAR
+$3.75M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$26M
2
AMZN icon
Amazon
AMZN
+$12.2M
3
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$6.61M
4
ALK icon
Alaska Air
ALK
+$3.55M
5
UNH icon
UnitedHealth
UNH
+$3.2M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 26.73%
2 Technology 20.51%
3 Financials 5.05%
4 Communication Services 4.08%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALL icon
226
Allstate
ALL
$70.6B
$1.6M 0.04%
7,930
+1,284
+19% +$256K
VOTE icon
227
TCW Transform 500 ETF
VOTE
$1.07B
$1.57M 0.04%
21,652
+39
+0.2% +$2.62K
DKNG icon
228
DraftKings
DKNG
$12.2B
$1.57M 0.04%
+36,707
New +$1.32M
DXCM icon
229
DexCom
DXCM
$29B
$1.56M 0.04%
17,917
+908
+5% +$71.2K
LYFT icon
230
Lyft
LYFT
$5.86B
$1.56M 0.04%
+98,824
New +$1.38M
EMR icon
231
Emerson Electric
EMR
$81.6B
$1.55M 0.04%
11,648
+761
+7% +$87.3K
AFL icon
232
Aflac
AFL
$65.5B
$1.55M 0.04%
14,669
+30
+0.2% +$3.15K
VFH icon
233
Vanguard Financials ETF
VFH
$13.4B
$1.53M 0.04%
12,033
+59
+0.5% +$7.04K
TIP icon
234
iShares TIPS Bond ETF
TIP
$14.5B
$1.53M 0.04%
13,906
+26
+0.2% +$2.84K
WM icon
235
Waste Management
WM
$95B
$1.53M 0.04%
6,666
-182
-3% -$42.2K
DVY icon
236
iShares Select Dividend ETF
DVY
$23.8B
$1.52M 0.04%
11,418
+75
+0.7% +$9.71K
ECL icon
237
Ecolab
ECL
$79.8B
$1.51M 0.04%
5,620
+2,068
+58% +$526K
HUBS icon
238
HubSpot
HUBS
$12.9B
$1.5M 0.04%
2,694
+1,851
+220% +$1.08M
VHT icon
239
Vanguard Health Care ETF
VHT
$18.5B
$1.47M 0.04%
5,928
-74
-1% -$18.3K
GD icon
240
General Dynamics
GD
$103B
$1.45M 0.04%
4,967
+2,059
+71% +$567K
CB icon
241
Chubb
CB
$140B
$1.44M 0.04%
4,980
+2,890
+138% +$832K
JSTC icon
242
Adasina Social Justice All Cap Global ETF
JSTC
$295M
$1.44M 0.04%
72,900
– –
CI icon
243
Cigna
CI
$78.4B
$1.44M 0.04%
4,354
+630
+17% +$203K
SCHA icon
244
Schwab U.S Small- Cap ETF
SCHA
$21.8B
$1.44M 0.04%
56,873
+3,570
+7% +$84.4K
WMB icon
245
Williams Companies
WMB
$85.8B
$1.43M 0.04%
22,845
+8,586
+60% +$507K
XLV icon
246
State Street Health Care Select Sector SPDR ETF
XLV
$42.9B
$1.42M 0.04%
10,556
-454
-4% -$61.3K
FCX icon
247
Freeport-McMoran
FCX
$86.2B
$1.42M 0.04%
32,693
+18,426
+129% +$700K
VEEV icon
248
Veeva Systems
VEEV
$33.8B
$1.41M 0.04%
+4,880
New +$1.21M
HCA icon
249
HCA Healthcare
HCA
$88.4B
$1.39M 0.04%
3,636
+178
+5% +$64.1K
USMV icon
250
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
$1.39M 0.04%
14,783
+1,409
+11% +$130K
8 9
10
11 12

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HAG
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Brighton Jones LLC's Q2 2025 Portfolio in Review

As of Q2 2025, Brighton Jones LLC held 950 positions worth $3.69B, up 18% from $3.12B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Brighton Jones LLC deployed $183M of net new capital in Q2 2025, opening 245 new positions and adding to 496 existing holdings. Its largest new stake was Incyte: 31,116 shares worth $2.12M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 27% of assets, down from 27% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Microsoft, an estimated $26M trimmed.

  • Brighton Jones LLC's largest Q2 2025 buy was Incyte: 31,116 shares worth $2.12M.
  • Brighton Jones LLC added most to NVIDIA in Q2 2025, an estimated $6.97M increase.
  • Brighton Jones LLC's biggest Q2 2025 reduction was Microsoft, cutting an estimated $26M.
  • Brighton Jones LLC fully exited FTI Consulting in Q2 2025, selling an estimated $888K.
  • Brighton Jones LLC's ten largest holdings make up 48% of its $3.69B portfolio in Q2 2025.
  • Brighton Jones LLC opened 245 new positions and closed 20 in Q2 2025.
  • Brighton Jones LLC's portfolio value rose 18% quarter-over-quarter to $3.69B.

Based on Brighton Jones LLC's 13F filing for Q2 2025, filed 31 Jul 2025.