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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
+13.79%
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
$3.69B
AUM Growth
+$574M
Cap. Flow
+$183M
Cap. Flow %
4.95%
Top 10 Hldgs %
47.74%
Holding
950
New
245
Increased
496
Reduced
155
Closed
20

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$6.97M
2
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$6.61M
3
ABNB icon
Airbnb
ABNB
+$5.92M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.82M
5
MAR icon
Marriott International
MAR
+$3.75M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$26M
2
AMZN icon
Amazon
AMZN
+$12.2M
3
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$6.61M
4
ALK icon
Alaska Air
ALK
+$3.55M
5
UNH icon
UnitedHealth
UNH
+$3.2M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 26.73%
2 Technology 20.51%
3 Financials 5.05%
4 Communication Services 4.08%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PATH icon
426
UiPath
PATH
$6.41B
$698K 0.02%
+54,539
New +$654K
PSX icon
427
Phillips 66
PSX
$84.4B
$697K 0.02%
5,841
-5,567
-49% -$624K
OSK icon
428
Oshkosh
OSK
$8.82B
$692K 0.02%
+6,098
New +$592K
HAS icon
429
Hasbro
HAS
$13.4B
$691K 0.02%
9,361
+3,727
+66% +$235K
BNY
430
Bank of New York Mellon
BNY
$106B
$690K 0.02%
7,576
+1,125
+17% +$95.5K
HAL icon
431
Halliburton
HAL
$26.4B
$690K 0.02%
+33,849
New +$710K
KEYS icon
432
Keysight
KEYS
$53.4B
$689K 0.02%
4,208
+994
+31% +$152K
CEG icon
433
Constellation Energy
CEG
$94.1B
$689K 0.02%
2,134
+349
+20% +$92.4K
JHG
434
DELISTED
Janus Henderson
JHG
$685K 0.02%
+17,630
New +$621K
INDA icon
435
iShares MSCI India ETF
INDA
$6.88B
$682K 0.02%
12,247
– –
IJK icon
436
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.7B
$680K 0.02%
7,469
+119
+2% +$10.2K
VGK icon
437
Vanguard FTSE Europe ETF
VGK
$30.8B
$675K 0.02%
8,711
-221
-2% -$16.3K
VSS icon
438
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.3B
$673K 0.02%
5,008
+274
+6% +$33.8K
XLP icon
439
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.3B
$673K 0.02%
8,310
+121
+1% +$9.82K
SCHV
440
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$669K 0.02%
24,194
+4,773
+25% +$125K
D icon
441
Dominion Energy
D
$61.3B
$668K 0.02%
11,824
+3,376
+40% +$185K
BND icon
442
Vanguard Total Bond Market
BND
$158B
$668K 0.02%
9,067
-418
-4% -$30.4K
MDT icon
443
Medtronic
MDT
$110B
$667K 0.02%
7,650
-34,026
-82% -$2.89M
CSX icon
444
CSX Corp
CSX
$93B
$666K 0.02%
20,420
+2,840
+16% +$85.5K
RWT
445
Redwood Trust
RWT
$585M
$666K 0.02%
112,617
+37,760
+50% +$215K
DELL icon
446
Dell
DELL
$262B
$664K 0.02%
5,415
+2,317
+75% +$237K
SCI icon
447
Service Corp International
SCI
$11.8B
$664K 0.02%
8,153
+2,538
+45% +$198K
ACVA icon
448
ACV Auctions
ACVA
$1.4B
$660K 0.02%
40,703
+823
+2% +$12.8K
WTW icon
449
Willis Towers Watson
WTW
$31.7B
$659K 0.02%
2,151
+743
+53% +$230K
PEG icon
450
Public Service Enterprise Group
PEG
$38.6B
$658K 0.02%
7,813
+146
+2% +$11.8K
16 17
18
19 20

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HAG
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Brighton Jones LLC's Q2 2025 Portfolio in Review

As of Q2 2025, Brighton Jones LLC held 950 positions worth $3.69B, up 18% from $3.12B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Brighton Jones LLC deployed $183M of net new capital in Q2 2025, opening 245 new positions and adding to 496 existing holdings. Its largest new stake was Incyte: 31,116 shares worth $2.12M.

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

On the sell side, the largest reduction was Microsoft, an estimated $26M trimmed.

  • Brighton Jones LLC's largest Q2 2025 buy was Incyte: 31,116 shares worth $2.12M.
  • Brighton Jones LLC added most to NVIDIA in Q2 2025, an estimated $6.97M increase.
  • Brighton Jones LLC's biggest Q2 2025 reduction was Microsoft, cutting an estimated $26M.
  • Brighton Jones LLC fully exited FTI Consulting in Q2 2025, selling an estimated $888K.
  • Brighton Jones LLC's ten largest holdings make up 48% of its $3.69B portfolio in Q2 2025.
  • Brighton Jones LLC opened 245 new positions and closed 20 in Q2 2025.
  • Brighton Jones LLC's portfolio value rose 18% quarter-over-quarter to $3.69B.

Based on Brighton Jones LLC's 13F filing for Q2 2025, filed 31 Jul 2025.