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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
+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
HOOD icon
251
Robinhood
HOOD
$77.8B
$1.73M 0.04%
12,073
+2,797
+30% +$305K
VOTE icon
252
TCW Transform 500 ETF
VOTE
$1.1B
$1.7M 0.04%
21,693
+41
+0.2% +$3.1K
AMT icon
253
American Tower
AMT
$80.8B
$1.7M 0.04%
8,821
+91
+1% +$19K
PSX icon
254
Phillips 66
PSX
$84.9B
$1.69M 0.04%
12,396
+6,555
+112% +$840K
PRCH icon
255
Porch Group
PRCH
$1.64B
$1.69M 0.04%
100,431
+657
+0.7% +$10.1K
DVY icon
256
iShares Select Dividend ETF
DVY
$23.5B
$1.68M 0.04%
11,825
+407
+4% +$56.4K
HCA icon
257
HCA Healthcare
HCA
$87.2B
$1.68M 0.04%
3,934
+298
+8% +$116K
MANH icon
258
Manhattan Associates
MANH
$11.2B
$1.67M 0.04%
8,168
+2,087
+34% +$441K
WMB icon
259
Williams Companies
WMB
$87.5B
$1.67M 0.04%
26,374
+3,529
+15% +$207K
JBHT icon
260
JB Hunt Transport Services
JBHT
$25.5B
$1.66M 0.04%
12,356
+6,344
+106% +$912K
BRO icon
261
Brown & Brown
BRO
$23.6B
$1.65M 0.04%
17,564
+8,592
+96% +$837K
BWA icon
262
BorgWarner
BWA
$13.1B
$1.64M 0.04%
37,325
+21,843
+141% +$873K
REGN icon
263
Regeneron Pharmaceuticals
REGN
$78.5B
$1.63M 0.04%
2,906
+2,335
+409% +$1.32M
LASR icon
264
nLIGHT
LASR
$3.88B
$1.63M 0.04%
55,003
-14,338
-21% -$356K
ITW icon
265
Illinois Tool Works
ITW
$82.6B
$1.62M 0.04%
6,219
+634
+11% +$165K
ECL icon
266
Ecolab
ECL
$78.1B
$1.61M 0.04%
5,890
+270
+5% +$73.3K
BDX icon
267
Becton Dickinson
BDX
$45.6B
$1.6M 0.04%
8,544
+1,807
+27% +$336K
VFH icon
268
Vanguard Financials ETF
VFH
$13.5B
$1.59M 0.04%
12,145
+112
+0.9% +$14.5K
MSCI icon
269
MSCI
MSCI
$41.6B
$1.58M 0.04%
2,786
+394
+16% +$223K
SCHA icon
270
Schwab U.S Small- Cap ETF
SCHA
$22.2B
$1.58M 0.04%
56,555
-318
-0.6% -$8.5K
TDG icon
271
TransDigm Group
TDG
$70.2B
$1.57M 0.04%
1,191
+62
+5% +$88.6K
NTES icon
272
NetEase
NTES
$85.3B
$1.56M 0.04%
10,258
– –
BMY icon
273
Bristol-Myers Squibb
BMY
$133B
$1.55M 0.04%
34,473
+9,645
+39% +$450K
WM icon
274
Waste Management
WM
$90.6B
$1.55M 0.04%
7,026
+360
+5% +$81.1K
EMR icon
275
Emerson Electric
EMR
$83.9B
$1.54M 0.04%
11,720
+72
+0.6% +$9.82K
9 10
11
12 13

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HAG
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MAS
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DSCM
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HFM
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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.