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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
ACWX icon
626
iShares MSCI ACWI ex US ETF
ACWX
$11.5B
$505K 0.01%
7,761
+409
+6% +$25.6K
ED icon
627
Consolidated Edison
ED
$40.1B
$504K 0.01%
5,015
+1,504
+43% +$151K
CMF icon
628
iShares California Muni Bond ETF
CMF
$4.55B
$503K 0.01%
8,812
+55
+0.6% +$3.08K
XLP icon
629
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$501K 0.01%
6,387
-1,923
-23% -$155K
SCHO icon
630
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$500K 0.01%
20,507
+89
+0.4% +$2.17K
VGSH icon
631
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$498K 0.01%
8,456
+3,366
+66% +$197K
SOLZ
632
Solana ETF
SOLZ
$86M
$497K 0.01%
22,488
+12,228
+119% +$255K
VTIP icon
633
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$493K 0.01%
9,736
+699
+8% +$35.2K
AXTA icon
634
Axalta
AXTA
$7.66B
$492K 0.01%
17,195
+8,310
+94% +$250K
CHDN icon
635
Churchill Downs
CHDN
$5.88B
$491K 0.01%
5,059
-399
-7% -$41K
BBWI icon
636
Bath & Body Works
BBWI
$4.06B
$489K 0.01%
18,978
+1,314
+7% +$38.9K
SAM icon
637
Boston Beer
SAM
$1.91B
$488K 0.01%
+2,307
New +$491K
EXAS
638
DELISTED
Exact Sciences
EXAS
$487K 0.01%
8,893
+2,011
+29% +$100K
ETHA
639
iShares Ethereum Trust ETF
ETHA
$5.43B
$486K 0.01%
+15,423
New +$458K
DGX icon
640
Quest Diagnostics
DGX
$25.7B
$486K 0.01%
2,548
+19
+0.8% +$3.37K
VMI icon
641
Valmont Industries
VMI
$9.3B
$485K 0.01%
+1,252
New +$455K
XLU icon
642
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$482K 0.01%
11,050
+1,908
+21% +$80.7K
ET icon
643
Energy Transfer Partners
ET
$70.1B
$479K 0.01%
27,937
+143
+0.5% +$2.51K
MSI icon
644
Motorola Solutions
MSI
$72.3B
$478K 0.01%
1,046
+81
+8% +$36.5K
O icon
645
Realty Income
O
$59.6B
$477K 0.01%
7,839
+827
+12% +$48.2K
MAT icon
646
Mattel
MAT
$4.38B
$476K 0.01%
28,258
-4,949
-15% -$90.2K
DFAS icon
647
Dimensional US Small Cap ETF
DFAS
$15.4B
$476K 0.01%
6,946
+408
+6% +$27.2K
CFLT
648
DELISTED
Confluent
CFLT
$471K 0.01%
+23,794
New +$498K
ZBRA icon
649
Zebra Technologies
ZBRA
$14B
$470K 0.01%
1,581
+516
+48% +$165K
PK icon
650
Park Hotels & Resorts
PK
$3.03B
$468K 0.01%
42,202
+6,326
+18% +$71.1K
24 25
26
27 28

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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.