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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
NYT icon
326
New York Times
NYT
$12.1B
$1.29M 0.03%
22,486
+3,673
+20% +$210K
ARE icon
327
Alexandria Real Estate Equities
ARE
$8.97B
$1.29M 0.03%
15,438
+1,822
+13% +$146K
ON icon
328
ON Semiconductor
ON
$31.8B
$1.29M 0.03%
26,089
+268
+1% +$14.1K
ZTS icon
329
Zoetis
ZTS
$32.4B
$1.28M 0.03%
8,757
+2,110
+32% +$319K
ARW icon
330
Arrow Electronics
ARW
$11.1B
$1.27M 0.03%
10,470
+4,337
+71% +$546K
OTIS icon
331
Otis Worldwide
OTIS
$27.4B
$1.26M 0.03%
13,813
+8,520
+161% +$773K
VAW icon
332
Vanguard Materials ETF
VAW
$2.95B
$1.26M 0.03%
6,135
-2
-0% -$406
ROKU icon
333
Roku
ROKU
$21.5B
$1.26M 0.03%
12,552
+7,954
+173% +$734K
ETN icon
334
Eaton
ETN
$161B
$1.26M 0.03%
3,357
-91
-3% -$33.1K
AIG icon
335
American International
AIG
$41.7B
$1.25M 0.03%
15,954
-2,739
-15% -$219K
KMI icon
336
Kinder Morgan
KMI
$71.7B
$1.25M 0.03%
44,185
+29,424
+199% +$805K
SPHQ icon
337
Invesco S&P 500 Quality ETF
SPHQ
$19.4B
$1.25M 0.03%
17,013
+10,102
+146% +$729K
DFUV icon
338
Dimensional US Marketwide Value ETF
DFUV
$15.4B
$1.24M 0.03%
27,807
-580
-2% -$25.3K
WELL icon
339
Welltower
WELL
$169B
$1.23M 0.03%
6,923
+1,558
+29% +$256K
MOS icon
340
The Mosaic Company
MOS
$7.03B
$1.23M 0.03%
35,344
+27,764
+366% +$956K
EVR icon
341
Evercore
EVR
$12.4B
$1.22M 0.03%
3,629
+1,263
+53% +$396K
A icon
342
Agilent Technologies
A
$39.1B
$1.22M 0.03%
9,498
+430
+5% +$51.9K
HLT icon
343
Hilton Worldwide
HLT
$72.1B
$1.22M 0.03%
4,691
-387
-8% -$105K
MGK icon
344
Vanguard Morningstar Mega Cap Growth ETF
MGK
$32.5B
$1.22M 0.03%
15,115
+9,685
+178% +$743K
FTNT icon
345
Fortinet
FTNT
$119B
$1.21M 0.03%
14,447
-10,314
-42% -$920K
DXCM icon
346
DexCom
DXCM
$31.5B
$1.21M 0.03%
18,013
+96
+0.5% +$7.6K
MTZ icon
347
MasTec
MTZ
$21.1B
$1.21M 0.03%
5,681
+1,177
+26% +$216K
JHG
348
DELISTED
Janus Henderson
JHG
$1.2M 0.03%
27,053
+9,423
+53% +$407K
MUB icon
349
iShares National Muni Bond ETF
MUB
$45.1B
$1.2M 0.03%
11,263
+7,636
+211% +$799K
IT icon
350
Gartner
IT
$10.1B
$1.2M 0.03%
4,562
+3,565
+358% +$1.04M
12 13
14
15 16

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HAG
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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.