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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
KMPR icon
576
Kemper
KMPR
$1.67B
$585K 0.01%
11,351
+3,761
+50% +$211K
DOCU
577
DocuSign
DOCU
$10.5B
$584K 0.01%
8,099
+515
+7% +$39.7K
FERG icon
578
Ferguson
FERG
$45.4B
$584K 0.01%
2,600
+1,595
+159% +$361K
CTRA
579
DELISTED
Coterra Energy
CTRA
$580K 0.01%
+24,530
New +$592K
PB icon
580
Prosperity Bancshares
PB
$8.97B
$576K 0.01%
8,686
+1,895
+28% +$130K
SMH icon
581
VanEck Semiconductor ETF
SMH
$65.2B
$575K 0.01%
1,760
+277
+19% +$82K
FNDF icon
582
Schwab Fundamental International Large Company Index ETF
FNDF
$24.9B
$572K 0.01%
13,307
+320
+2% +$13.3K
W icon
583
Wayfair
W
$11.2B
$571K 0.01%
+6,388
New +$468K
NSC icon
584
Norfolk Southern
NSC
$75.4B
$570K 0.01%
1,897
+24
+1% +$6.67K
SNPS icon
585
Synopsys
SNPS
$74.4B
$569K 0.01%
1,153
+22
+2% +$12.4K
INDY icon
586
iShares S&P India Nifty 50 Index Fund
INDY
$562M
$569K 0.01%
11,177
-83
-0.7% -$4.34K
FLIN icon
587
Franklin FTSE India ETF
FLIN
$2.77B
$569K 0.01%
15,254
– –
IGSB icon
588
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$568K 0.01%
10,706
+93
+0.9% +$4.91K
BR icon
589
Broadridge
BR
$17.8B
$568K 0.01%
2,384
+58
+2% +$14.4K
CHRD icon
590
Chord Energy
CHRD
$7.9B
$565K 0.01%
5,686
+1,531
+37% +$161K
GSLC icon
591
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.1B
$562K 0.01%
4,311
+6
+0.1% +$755
DGRO icon
592
iShares Core Dividend Growth ETF
DGRO
$42.7B
$560K 0.01%
8,228
-902
-10% -$59.6K
AVDV icon
593
Avantis International Small Cap Value ETF
AVDV
$19B
$555K 0.01%
6,233
– –
MCHP icon
594
Microchip Technology
MCHP
$40.3B
$553K 0.01%
8,611
+4,583
+114% +$311K
RJF icon
595
Raymond James Financial
RJF
$33.8B
$550K 0.01%
3,184
+153
+5% +$25.4K
SPG icon
596
Simon Property Group
SPG
$74.4B
$549K 0.01%
2,925
+679
+30% +$117K
KKR icon
597
KKR & Co
KKR
$91.1B
$547K 0.01%
4,212
+1,178
+39% +$167K
EFV icon
598
iShares MSCI EAFE Value ETF
EFV
$28.8B
$545K 0.01%
8,028
-15
-0.2% -$988
SONY icon
599
Sony
SONY
$137B
$541K 0.01%
18,797
+1,666
+10% +$44.8K
DFIV icon
600
Dimensional International Value ETF
DFIV
$21.3B
$540K 0.01%
11,706
-637
-5% -$28.5K
22 23
24
25 26

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SCA
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HAG
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RG
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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.