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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
FANG icon
276
Diamondback Energy
FANG
$57.1B
$1.53M 0.04%
10,720
+6,715
+168% +$956K
CHWY icon
277
Chewy
CHWY
$9.25B
$1.53M 0.04%
+37,865
New +$1.46M
DVN icon
278
Devon Energy
DVN
$52.1B
$1.53M 0.04%
43,669
+13,791
+46% +$469K
ILMN icon
279
Illumina
ILMN
$31B
$1.52M 0.04%
16,030
+2,686
+20% +$266K
SCHE icon
280
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$1.52M 0.04%
45,568
+63
+0.1% +$1.99K
TIP icon
281
iShares TIPS Bond ETF
TIP
$14.5B
$1.51M 0.04%
13,584
-322
-2% -$35.6K
VHT icon
282
Vanguard Health Care ETF
VHT
$18.1B
$1.51M 0.04%
5,819
-109
-2% -$27.3K
VRT icon
283
Vertiv
VRT
$93B
$1.5M 0.04%
9,920
+2,208
+29% +$295K
ELV icon
284
Elevance Health
ELV
$81.5B
$1.5M 0.04%
4,628
+1,605
+53% +$499K
XLV icon
285
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$1.5M 0.04%
10,745
+189
+2% +$25.6K
MDLZ icon
286
Mondelez International
MDLZ
$79.5B
$1.49M 0.04%
23,786
-1,032
-4% -$66.6K
JSTC icon
287
Adasina Social Justice All Cap Global ETF
JSTC
$300M
$1.48M 0.04%
72,900
– –
CVS icon
288
CVS Health
CVS
$133B
$1.47M 0.04%
19,542
+8,747
+81% +$599K
ORI icon
289
Old Republic International
ORI
$10.5B
$1.46M 0.04%
34,423
+11,529
+50% +$445K
ZM icon
290
Zoom
ZM
$28.2B
$1.46M 0.04%
17,691
+7,210
+69% +$563K
PINS icon
291
Pinterest
PINS
$13.4B
$1.46M 0.04%
45,311
+11,874
+36% +$431K
BX icon
292
Blackstone
BX
$102B
$1.45M 0.03%
8,488
+696
+9% +$119K
THC icon
293
Tenet Healthcare
THC
$20.5B
$1.44M 0.03%
7,106
+3,050
+75% +$541K
GLW icon
294
Corning
GLW
$119B
$1.44M 0.03%
17,577
+10
+0.1% +$654
USHY icon
295
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.3B
$1.44M 0.03%
38,089
+6,160
+19% +$231K
NBIX icon
296
Neurocrine Biosciences
NBIX
$16.8B
$1.43M 0.03%
10,216
+7,426
+266% +$1.01M
BMRN icon
297
BioMarin Pharmaceuticals
BMRN
$11.6B
$1.41M 0.03%
26,000
+5,520
+27% +$316K
BPOP icon
298
Popular Inc
BPOP
$11.2B
$1.41M 0.03%
11,086
+4,619
+71% +$552K
IQV icon
299
IQVIA
IQV
$38.7B
$1.41M 0.03%
7,408
+1,598
+28% +$291K
TFC icon
300
Truist Financial
TFC
$63.3B
$1.41M 0.03%
30,748
+5,183
+20% +$234K
10 11
12
13 14

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HAG
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MAS
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DSCM
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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.