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BJL

Brighton Jones LLC Portfolio holdings

AUM $5.38B
1-Year Est. Return 27.31%
This Fund
S&P 500
This Quarter Est. Return
+3.04%
1 Year Est. Return
+27.31%
3 Year Est. Return
+97.88%
5 Year Est. Return
+112.4%
10 Year Est. Return
+557.65%
AUM
$2.71B
AUM Growth
-$1.46B
Cap. Flow
-$1.53B
Cap. Flow %
-56.27%
Top 10 Hldgs %
72.82%
Holding
1,026
New
1
Increased
38
Reduced
15
Closed
971

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$13.6M
2
NVDA icon
NVIDIA
NVDA
+$13.2M
3
AMZN icon
Amazon
AMZN
+$12.6M
4
FIG
Figma
FIG
+$12.2M
5
SBUX icon
Starbucks
SBUX
+$9.04M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$48.5M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$38.5M
3
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$38.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$31.3M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$31.2M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 35.55%
2 Technology 23.66%
3 Communication Services 4.73%
4 Financials 1.29%
5 Healthcare 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJS icon
476
iShares S&P Small-Cap 600 Value ETF
IJS
$8.34B
– –
-7,474
Closed -$827K
IJT icon
477
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.41B
– –
-1,429
Closed -$202K
ILMN icon
478
Illumina
ILMN
$28.8B
– –
-16,030
Closed -$1.52M
IMMR icon
479
Immersion
IMMR
$245M
– –
-38,130
Closed -$280K
IMNM icon
480
Immunome
IMNM
$3.07B
– –
-10,513
Closed -$123K
INCY icon
481
Incyte
INCY
$24.6B
– –
-37,963
Closed -$3.22M
INDA icon
482
iShares MSCI India ETF
INDA
$6.58B
– –
-12,014
Closed -$625K
INDY icon
483
iShares S&P India Nifty 50 Index Fund
INDY
$562M
– –
-11,177
Closed -$569K
INGR icon
484
Ingredion
INGR
$6.55B
– –
-3,371
Closed -$412K
INTU icon
485
Intuit
INTU
$90.9B
– –
-4,194
Closed -$2.86M
INVH icon
486
Invitation Homes
INVH
$17.7B
– –
-9,123
Closed -$268K
IOT icon
487
Samsara
IOT
$22.9B
– –
-97,654
Closed -$3.64M
IPG
488
DELISTED
Interpublic Group of Companies
IPG
– –
-12,117
Closed -$338K
IPGP icon
489
IPG Photonics
IPGP
$3.68B
– –
-2,931
Closed -$232K
IQV icon
490
IQVIA
IQV
$40B
– –
-7,408
Closed -$1.41M
IR icon
491
Ingersoll Rand
IR
$32.9B
– –
-3,205
Closed -$265K
IRM icon
492
Iron Mountain
IRM
$36.9B
– –
-2,134
Closed -$218K
IRWD icon
493
Ironwood Pharmaceuticals
IRWD
$724M
– –
-33,071
Closed -$43.3K
ISHG icon
494
iShares 1-3 Year International Treasury Bond ETF
ISHG
$827M
– –
-2,702
Closed -$206K
ISRG icon
495
Intuitive Surgical
ISRG
$142B
– –
-4,860
Closed -$2.17M
IT icon
496
Gartner
IT
$11.4B
– –
-4,562
Closed -$1.2M
ITW icon
497
Illinois Tool Works
ITW
$83.5B
– –
-6,219
Closed -$1.62M
IUSV icon
498
iShares Core S&P US Value ETF
IUSV
$27.8B
– –
-3,088
Closed -$309K
IUSG icon
499
iShares Core S&P US Growth ETF
IUSG
$33.8B
– –
-12,941
Closed -$2.13M
IVE icon
500
iShares S&P 500 Value ETF
IVE
$49.9B
– –
-12,816
Closed -$2.65M
18 19
20
21 22

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WL
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DRZID
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Brighton Jones LLC's Q4 2025 Portfolio in Review

As of Q4 2025, Brighton Jones LLC held 1,026 positions worth $2.71B, down 35% from $4.17B the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Brighton Jones LLC withdrew a net $1.53B in Q4 2025, closing 971 positions and reducing 15 holdings. Its most notable exit was Tesla, an estimated $48.5M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 36% of assets, up from 25% a quarter earlier, followed by Technology and Communication Services.

Against the trend, Brighton Jones LLC opened a new position in Figma worth $10.1M.

  • Brighton Jones LLC's largest Q4 2025 buy was Figma: 271,050 shares worth $10.1M.
  • Brighton Jones LLC added most to Microsoft in Q4 2025, an estimated $13.6M increase.
  • Brighton Jones LLC's biggest Q4 2025 reduction was iShares Russell 1000 ETF, cutting an estimated $4.04M.
  • Brighton Jones LLC fully exited Tesla in Q4 2025, selling an estimated $48.5M.
  • Brighton Jones LLC's ten largest holdings make up 73% of its $2.71B portfolio in Q4 2025.
  • Brighton Jones LLC opened 1 new position and closed 971 in Q4 2025.
  • Brighton Jones LLC's portfolio value fell 35% quarter-over-quarter to $2.71B.

Based on Brighton Jones LLC's 13F filing for Q4 2025, filed 27 Jan 2026.