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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
XLC icon
526
State Street Communication Services Select Sector SPDR ETF
XLC
$22.3B
$666K 0.02%
5,623
+736
+15% +$81.8K
TFLO icon
527
iShares Treasury Floating Rate Bond ETF
TFLO
$6.54B
$664K 0.02%
+13,134
New +$664K
HII icon
528
Huntington Ingalls Industries
HII
$12.9B
$663K 0.02%
+2,304
New +$614K
HUM icon
529
Humana
HUM
$43.7B
$663K 0.02%
2,549
-1,423
-36% -$374K
RWT
530
Redwood Trust
RWT
$574M
$661K 0.02%
114,123
+1,506
+1% +$9K
WST icon
531
West Pharmaceutical
WST
$24B
$660K 0.02%
+2,514
New +$611K
AVUS icon
532
Avantis US Equity ETF
AVUS
$14B
$657K 0.02%
6,047
-905
-13% -$95K
PPC icon
533
Pilgrim's Pride
PPC
$6.51B
$656K 0.02%
16,112
+9,909
+160% +$449K
PAYC icon
534
Paycom
PAYC
$7.64B
$656K 0.02%
3,151
+3
+0.1% +$676
WAB icon
535
Wabtec
WAB
$49.1B
$653K 0.02%
3,258
+1,536
+89% +$303K
GLDM icon
536
SPDR Gold MiniShares Trust
GLDM
$27.5B
$652K 0.02%
+8,529
New +$585K
VTR icon
537
Ventas
VTR
$48B
$652K 0.02%
+9,314
New +$626K
OC icon
538
Owens Corning
OC
$11.2B
$651K 0.02%
4,600
+949
+26% +$139K
PGX icon
539
Invesco Preferred ETF
PGX
$3.81B
$650K 0.02%
56,056
+808
+1% +$9.26K
USRT icon
540
iShares Core US REIT ETF
USRT
$4.62B
$649K 0.02%
11,052
-43
-0.4% -$2.47K
APTV icon
541
Aptiv
APTV
$12B
$648K 0.02%
7,516
+1,535
+26% +$116K
DLN icon
542
WisdomTree US LargeCap Dividend Fund
DLN
$6.26B
$645K 0.02%
7,415
+36
+0.5% +$3.05K
AN icon
543
AutoNation
AN
$7.11B
$644K 0.02%
2,943
+1,050
+55% +$221K
LHX icon
544
L3Harris
LHX
$51.6B
$644K 0.02%
2,108
-2,416
-53% -$660K
NVR icon
545
NVR
NVR
$16.5B
$643K 0.02%
80
+1
+1% +$7.95K
BND icon
546
Vanguard Total Bond Market
BND
$157B
$642K 0.02%
8,629
-438
-5% -$32.3K
QQQM icon
547
Invesco NASDAQ 100 ETF
QQQM
$96.7B
$634K 0.02%
2,567
+1,653
+181% +$390K
UTHR icon
548
United Therapeutics
UTHR
$25.8B
$630K 0.02%
1,502
+362
+32% +$122K
EXR icon
549
Extra Space Storage
EXR
$31.3B
$626K 0.02%
4,444
-3,545
-44% -$509K
INDA icon
550
iShares MSCI India ETF
INDA
$6.89B
$625K 0.02%
12,014
-233
-2% -$12.5K
20 21
22
23 24

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SCA
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HAG
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EC
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MAS
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DSCM
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HFM
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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.