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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
ITOT icon
26
iShares Core S&P Total US Stock Market ETF
ITOT
$93.3B
$23.6M 0.57%
162,178
+7,108
+5% +$997K
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.1T
$23.4M 0.56%
46,521
+880
+2% +$426K
VOO icon
28
Vanguard S&P 500 ETF
VOO
$967B
$23.1M 0.55%
37,785
-178
-0.5% -$105K
EFA icon
29
iShares MSCI EAFE ETF
EFA
$76.6B
$22.3M 0.54%
239,340
-8,724
-4% -$793K
COST icon
30
Costco
COST
$430B
$21.9M 0.53%
23,670
-639
-3% -$612K
QQQ icon
31
Invesco QQQ Trust
QQQ
$442B
$21.9M 0.52%
36,448
+230
+0.6% +$132K
DFAX icon
32
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.7B
$21.2M 0.51%
674,460
+53,387
+9% +$1.62M
BRK.A icon
33
Berkshire Hathaway Class A
BRK.A
$1.1T
$21.1M 0.51%
28
– –
IWM icon
34
iShares Russell 2000 ETF
IWM
$80.1B
$20.7M 0.5%
85,438
-319
-0.4% -$73.2K
SGOV icon
35
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.4B
$20.4M 0.49%
202,465
+146,656
+263% +$14.7M
JPM icon
36
JPMorgan Chase
JPM
$929B
$20.1M 0.48%
63,816
+12,246
+24% +$3.64M
DFAE icon
37
Dimensional Emerging Core Equity Market ETF
DFAE
$9B
$19.1M 0.46%
606,590
+43,691
+8% +$1.32M
SOFI icon
38
SoFi Technologies
SOFI
$19.5B
$18.4M 0.44%
696,732
-19,967
-3% -$474K
LII icon
39
Lennox International
LII
$15.6B
$17.2M 0.41%
32,532
+35
+0.1% +$20.4K
SNOW icon
40
Snowflake
SNOW
$98.3B
$16.2M 0.39%
71,893
+15,396
+27% +$3.31M
VEA icon
41
Vanguard FTSE Developed Markets ETF
VEA
$225B
$15.2M 0.36%
252,891
+7,128
+3% +$415K
XOM icon
42
ExxonMobil
XOM
$651B
$15M 0.36%
133,148
+1,866
+1% +$207K
AVGO icon
43
Broadcom
AVGO
$1.8T
$14.8M 0.36%
44,993
+1,815
+4% +$557K
PFE icon
44
Pfizer
PFE
$144B
$14.2M 0.34%
558,023
+15,246
+3% +$376K
HD icon
45
Home Depot
HD
$340B
$14.1M 0.34%
34,686
+6,474
+23% +$2.55M
SBUX icon
46
Starbucks
SBUX
$118B
$13.8M 0.33%
162,923
+780
+0.5% +$69.8K
WMT icon
47
Walmart Inc
WMT
$900B
$13M 0.31%
125,872
+32,358
+35% +$3.22M
ABNB icon
48
Airbnb
ABNB
$92.3B
$12.8M 0.31%
105,693
+5,517
+6% +$714K
RWO icon
49
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.32B
$12.8M 0.31%
279,983
+727
+0.3% +$32.6K
VV icon
50
Vanguard Large-Cap ETF
VV
$51.8B
$12.4M 0.3%
40,377
+108
+0.3% +$32K
1
2
3 4 5

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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.