We are live on ! Find out more
BJL

Brighton Jones LLC Portfolio holdings

AUM $2.37B
1-Year Est. Return 16.36%
This Fund
S&P 500
This Quarter Est. Return
+7.11%
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
$4.17B
AUM Growth
+$477M
Cap. Flow
+$254M
Cap. Flow %
6.09%
Top 10 Hldgs %
45.12%
Holding
1,066
New
139
Increased
640
Reduced
211
Closed
39

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$19.5M
2
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$14.7M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.8M
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$10.2M
5
TSLA icon
Tesla
TSLA
+$7.85M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$9.21M
2
IOT icon
Samsara
IOT
+$7.18M
3
RDDT icon
Reddit
RDDT
+$4.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.68M
5
TMUS icon
T-Mobile US
TMUS
+$1.16M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 25.2%
2 Technology 20.56%
3 Financials 5.46%
4 Communication Services 4.47%
5 Healthcare 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EIX icon
226
Edison International
EIX
$28.2B
$1.97M 0.05%
35,640
+10,270
+40% +$554K
GILD icon
227
Gilead Sciences
GILD
$162B
$1.96M 0.05%
17,634
+376
+2% +$42.7K
DKNG icon
228
DraftKings
DKNG
$11.6B
$1.94M 0.05%
51,803
+15,096
+41% +$669K
ULTA icon
229
Ulta Beauty
ULTA
$22B
$1.93M 0.05%
3,524
+18
+0.5% +$9.22K
AMLP icon
230
Alerian MLP ETF
AMLP
$13B
$1.91M 0.05%
40,774
-1,824
-4% -$88.2K
ZS icon
231
Zscaler
ZS
$24.5B
$1.91M 0.05%
6,385
+3,339
+110% +$952K
PFF icon
232
iShares Preferred and Income Securities ETF
PFF
$13.3B
$1.89M 0.05%
59,732
+7,544
+14% +$237K
VZ icon
233
Verizon
VZ
$195B
$1.88M 0.05%
42,758
+1,400
+3% +$60.6K
RSP icon
234
Invesco S&P 500 Equal Weight ETF
RSP
$97B
$1.87M 0.04%
9,865
-51
-0.5% -$9.5K
BLK icon
235
Blackrock
BLK
$169B
$1.86M 0.04%
1,595
-104
-6% -$116K
AEP icon
236
American Electric Power
AEP
$69.6B
$1.85M 0.04%
16,473
+6,460
+65% +$707K
VRTX icon
237
Vertex Pharmaceuticals
VRTX
$121B
$1.84M 0.04%
4,693
+134
+3% +$56K
T icon
238
AT&T
T
$159B
$1.84M 0.04%
65,066
+4,156
+7% +$118K
AFL icon
239
Aflac
AFL
$64.9B
$1.8M 0.04%
16,157
+1,488
+10% +$156K
MMM icon
240
3M
MMM
$90.9B
$1.8M 0.04%
11,580
+344
+3% +$53K
WDC icon
241
Western Digital
WDC
$188B
$1.79M 0.04%
14,925
+2,669
+22% +$218K
SYK icon
242
Stryker
SYK
$125B
$1.78M 0.04%
4,809
-31
-0.6% -$12K
ALL icon
243
Allstate
ALL
$68B
$1.77M 0.04%
8,246
+316
+4% +$63.8K
ADT icon
244
ADT
ADT
$5.58B
$1.77M 0.04%
202,940
+146,408
+259% +$1.26M
VIS icon
245
Vanguard Industrials ETF
VIS
$8.1B
$1.77M 0.04%
5,960
+14
+0.2% +$4.06K
CBRE icon
246
CBRE Group
CBRE
$42.5B
$1.76M 0.04%
11,149
-1,135
-9% -$176K
CNC icon
247
Centene
CNC
$30.7B
$1.75M 0.04%
49,174
+28,994
+144% +$876K
TRV icon
248
Travelers Companies
TRV
$78.1B
$1.75M 0.04%
6,269
+1,533
+32% +$411K
NTNX icon
249
Nutanix
NTNX
$16B
$1.75M 0.04%
23,511
+10,329
+78% +$758K
HUBS icon
250
HubSpot
HUBS
$12.2B
$1.74M 0.04%
3,716
+1,022
+38% +$514K
8 9
10
11 12

Similar funds

CIP
Cornerstone Investment Partners Atlanta, Georgia $2.38B AUM 32.49% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.36B AUM 23.72% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return

Brighton Jones LLC's Q3 2025 Portfolio in Review

As of Q3 2025, Brighton Jones LLC held 1,066 positions worth $4.17B, up 13% from $3.69B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Brighton Jones LLC deployed $254M of net new capital in Q3 2025, opening 139 new positions and adding to 640 existing holdings. Its largest new stake was WeRide Inc: 444,823 shares worth $4.4M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 25% of assets, down from 27% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Microsoft, an estimated $9.21M trimmed.

  • Brighton Jones LLC's largest Q3 2025 buy was WeRide Inc: 444,823 shares worth $4.4M.
  • Brighton Jones LLC added most to Amazon in Q3 2025, an estimated $19.5M increase.
  • Brighton Jones LLC's biggest Q3 2025 reduction was Microsoft, cutting an estimated $9.21M.
  • Brighton Jones LLC fully exited FMC in Q3 2025, selling an estimated $620K.
  • Brighton Jones LLC's ten largest holdings make up 45% of its $4.17B portfolio in Q3 2025.
  • Brighton Jones LLC opened 139 new positions and closed 39 in Q3 2025.
  • Brighton Jones LLC's portfolio value rose 13% quarter-over-quarter to $4.17B.

Based on Brighton Jones LLC's 13F filing for Q3 2025, filed 14 Oct 2025.