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
MDB icon
351
MongoDB
MDB
$27.1B
$1.19M 0.03%
3,847
-639
-14% -$164K
ORLY icon
352
O'Reilly Automotive
ORLY
$72.9B
$1.19M 0.03%
11,064
+1,876
+20% +$189K
MTCH icon
353
Match Group
MTCH
$9.19B
$1.19M 0.03%
+33,585
New +$1.2M
ADSK icon
354
Autodesk
ADSK
$49.5B
$1.18M 0.03%
3,729
-226
-6% -$68.9K
WSM icon
355
Williams-Sonoma
WSM
$26.9B
$1.18M 0.03%
6,057
-127
-2% -$24.3K
PRFZ icon
356
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.77B
$1.17M 0.03%
25,751
-60
-0.2% -$2.6K
FBTC icon
357
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.7B
$1.17M 0.03%
11,693
+2,880
+33% +$288K
EPD icon
358
Enterprise Products Partners
EPD
$82.3B
$1.16M 0.03%
37,127
+367
+1% +$11.6K
IJK icon
359
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.7B
$1.16M 0.03%
12,105
+4,636
+62% +$437K
CTVA icon
360
Corteva
CTVA
$52.6B
$1.16M 0.03%
17,128
+2,432
+17% +$176K
FNF icon
361
Fidelity National Financial
FNF
$13.9B
$1.16M 0.03%
19,103
+9,154
+92% +$532K
VLTO icon
362
Veralto
VLTO
$23B
$1.15M 0.03%
10,796
+3,846
+55% +$406K
GL icon
363
Globe Life
GL
$14.2B
$1.15M 0.03%
8,039
+939
+13% +$127K
MDY icon
364
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
$1.15M 0.03%
1,925
-1
-0.1% -$587
DOV icon
365
Dover
DOV
$27.6B
$1.15M 0.03%
6,871
+2,241
+48% +$402K
KR icon
366
Kroger
KR
$35.4B
$1.14M 0.03%
16,960
+254
+2% +$17.7K
LAMR icon
367
Lamar Advertising Co
LAMR
$16.2B
$1.14M 0.03%
9,328
+1,258
+16% +$156K
IAU icon
368
iShares Gold Trust
IAU
$62.9B
$1.14M 0.03%
15,646
+3,871
+33% +$253K
WDAY icon
369
Workday
WDAY
$39.6B
$1.13M 0.03%
4,690
+702
+18% +$162K
MRVL icon
370
Marvell Technology
MRVL
$168B
$1.13M 0.03%
13,396
-3,204
-19% -$236K
CIEN icon
371
Ciena
CIEN
$53.4B
$1.12M 0.03%
7,702
+2,257
+41% +$230K
STE icon
372
Steris
STE
$22.3B
$1.11M 0.03%
4,497
+3,083
+218% +$738K
SUB icon
373
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$1.11M 0.03%
10,392
+2,559
+33% +$273K
BP icon
374
BP
BP
$116B
$1.11M 0.03%
32,088
+359
+1% +$12K
LNG icon
375
Cheniere Energy
LNG
$55.2B
$1.1M 0.03%
4,665
+699
+18% +$164K
13 14
15
16 17

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.