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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
AXON
551
Axon Enterprise
AXON
$42.5B
$625K 0.02%
871
-154
-15% -$117K
FFIV icon
552
F5
FFIV
$22.9B
$624K 0.02%
1,931
+888
+85% +$278K
SHW icon
553
Sherwin-Williams
SHW
$82.7B
$619K 0.01%
1,788
+196
+12% +$69.1K
VNQI icon
554
Vanguard Global ex-US Real Estate ETF
VNQI
$3.52B
$614K 0.01%
12,863
+2,413
+23% +$113K
KD icon
555
Kyndryl
KD
$2.99B
$611K 0.01%
+20,355
New +$699K
BBVA icon
556
Banco Bilbao Vizcaya Argentaria
BBVA
$154B
$611K 0.01%
31,735
+1,592
+5% +$27.8K
AXS icon
557
AXIS Capital
AXS
$7.68B
$608K 0.01%
6,349
-2,328
-27% -$225K
IGF icon
558
iShares Global Infrastructure ETF
IGF
$10.9B
$608K 0.01%
9,941
– –
HPE icon
559
Hewlett Packard
HPE
$63.4B
$607K 0.01%
24,717
-414
-2% -$9.15K
XLI icon
560
State Street Industrial Select Sector SPDR ETF
XLI
$32.8B
$607K 0.01%
3,933
+653
+20% +$98.9K
HWM icon
561
Howmet Aerospace
HWM
$113B
$606K 0.01%
3,089
-405
-12% -$73.8K
MPWR icon
562
Monolithic Power Systems
MPWR
$70.1B
$604K 0.01%
656
+3
+0.5% +$2.43K
OHI icon
563
Omega Healthcare
OHI
$15.1B
$603K 0.01%
14,281
+2,100
+17% +$84.7K
CGNX icon
564
Cognex
CGNX
$10.9B
$603K 0.01%
13,303
+2,777
+26% +$112K
VTEB icon
565
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$600K 0.01%
11,980
+4,088
+52% +$201K
ABM icon
566
ABM Industries
ABM
$2.81B
$598K 0.01%
12,976
+5,632
+77% +$267K
FR icon
567
First Industrial Realty Trust
FR
$8.73B
$598K 0.01%
11,621
-601
-5% -$30.2K
BSV icon
568
Vanguard Short-Term Bond ETF
BSV
$44.7B
$598K 0.01%
7,578
+176
+2% +$13.8K
PAG icon
569
Penske Automotive Group
PAG
$14.3B
$598K 0.01%
3,437
+501
+17% +$89.3K
SCHG icon
570
Schwab US Large-Cap Growth ETF
SCHG
$59.8B
$596K 0.01%
18,673
-283
-1% -$8.63K
CARR icon
571
Carrier Global
CARR
$51B
$595K 0.01%
9,974
+244
+3% +$16.6K
DFAT icon
572
Dimensional US Targeted Value ETF
DFAT
$14.6B
$595K 0.01%
10,221
-34
-0.3% -$1.94K
AEM icon
573
Agnico Eagle Mines
AEM
$73.6B
$595K 0.01%
3,529
+197
+6% +$27.1K
ESGV icon
574
Vanguard ESG US Stock ETF
ESGV
$13.1B
$592K 0.01%
4,999
-1,612
-24% -$184K
EQIX icon
575
Equinix
EQIX
$101B
$590K 0.01%
753
+186
+33% +$145K
21 22
23
24 25

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SCA
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HAG
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RG
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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.