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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
MAT icon
451
Mattel
MAT
$4.42B
$655K 0.02%
33,207
+20,235
+156% +$360K
HWM icon
452
Howmet Aerospace
HWM
$111B
$650K 0.02%
3,494
+235
+7% +$36.2K
UBSI icon
453
United Bankshares
UBSI
$6.62B
$650K 0.02%
17,832
+738
+4% +$25.9K
TGT icon
454
Target
TGT
$65.6B
$644K 0.02%
6,528
-306
-4% -$29.4K
SUSA icon
455
iShares ESG Optimized MSCI USA ETF
SUSA
$4B
$643K 0.02%
5,075
+16
+0.3% +$1.89K
BIIB icon
456
Biogen
BIIB
$30.7B
$641K 0.02%
+5,102
New +$636K
EVR icon
457
Evercore
EVR
$12.1B
$639K 0.02%
+2,366
New +$520K
ESTC icon
458
Elastic
ESTC
$6.68B
$638K 0.02%
+7,566
New +$640K
LECO icon
459
Lincoln Electric
LECO
$13.7B
$634K 0.02%
+3,059
New +$585K
ONTO icon
460
Onto Innovation
ONTO
$12.5B
$632K 0.02%
6,262
+485
+8% +$51.8K
USRT icon
461
iShares Core US REIT ETF
USRT
$4.65B
$628K 0.02%
11,095
+43
+0.4% +$2.41K
IJJ icon
462
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.85B
$623K 0.02%
5,042
+777
+18% +$91.4K
CFG icon
463
Citizens Financial Group
CFG
$30.3B
$622K 0.02%
13,892
+8,692
+167% +$342K
SLV icon
464
iShares Silver Trust
SLV
$28.6B
$620K 0.02%
18,910
-219
-1% -$6.7K
FMC icon
465
FMC
FMC
$1.48B
$620K 0.02%
+14,842
New +$590K
ASML icon
466
ASML
ASML
$634B
$618K 0.02%
771
+96
+14% +$68.9K
DUOL icon
467
Duolingo
DUOL
$6.22B
$618K 0.02%
+1,506
New +$661K
PCTY icon
468
Paylocity
PCTY
$7.32B
$616K 0.02%
3,399
+916
+37% +$172K
PGX icon
469
Invesco Preferred ETF
PGX
$3.81B
$615K 0.02%
55,248
+792
+1% +$8.73K
INDY icon
470
iShares S&P India Nifty 50 Index Fund
INDY
$562M
$612K 0.02%
11,260
+83
+0.7% +$4.36K
DSGR icon
471
Distribution Solutions Group
DSGR
$1.6B
$611K 0.02%
22,251
+27
+0.1% +$724
DGRW icon
472
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$608K 0.02%
7,257
– –
FLIN icon
473
Franklin FTSE India ETF
FLIN
$2.76B
$608K 0.02%
15,254
+24
+0.2% +$918
DLN icon
474
WisdomTree US LargeCap Dividend Fund
DLN
$6.24B
$606K 0.02%
7,379
+4,571
+163% +$357K
RKLB icon
475
Rocket Lab Corp
RKLB
$40.4B
$593K 0.02%
16,576
-7,380
-31% -$181K
17 18
19
20 21

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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.