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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
VCSH icon
676
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$435K 0.01%
5,445
+2,503
+85% +$199K
APLS
677
DELISTED
Apellis Pharmaceuticals
APLS
$435K 0.01%
19,214
+2,675
+16% +$62.4K
FBND icon
678
Fidelity Total Bond ETF
FBND
$26.9B
$434K 0.01%
9,390
+2,050
+28% +$94.1K
SEDG icon
679
SolarEdge
SEDG
$2.51B
$433K 0.01%
11,698
+26
+0.2% +$776
GTM
680
ZoomInfo Technologies
GTM
$973M
$430K 0.01%
39,449
-5,789
-13% -$62.1K
CINF icon
681
Cincinnati Financial
CINF
$27.3B
$430K 0.01%
2,720
+548
+25% +$83.2K
IBND icon
682
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$460M
$429K 0.01%
13,280
+4,129
+45% +$133K
MKSI icon
683
MKS Inc
MKSI
$20.1B
$428K 0.01%
3,462
+82
+2% +$8.74K
FLEX icon
684
Flex
FLEX
$41.7B
$427K 0.01%
7,371
+100
+1% +$5.31K
MTUM icon
685
iShares MSCI USA Momentum Factor ETF
MTUM
$25B
$427K 0.01%
1,664
+11
+0.7% +$2.69K
JEPI icon
686
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
$425K 0.01%
7,441
-9,981
-57% -$567K
UHS icon
687
Universal Health Services
UHS
$10.2B
$420K 0.01%
2,056
+337
+20% +$60.6K
FNDA icon
688
Schwab Fundamental US Small Company Index ETF
FNDA
$9.12B
$417K 0.01%
13,396
-358
-3% -$10.9K
L icon
689
Loews
L
$23.9B
$417K 0.01%
4,157
+1,042
+33% +$98.5K
IDR icon
690
Idaho Strategic Resources
IDR
$444M
$417K 0.01%
12,343
-12,998
-51% -$307K
PSP icon
691
Invesco Global Listed Private Equity ETF
PSP
$232M
$414K 0.01%
6,000
– –
UNM icon
692
Unum
UNM
$13.6B
$413K 0.01%
5,314
+1,945
+58% +$146K
KMX icon
693
CarMax
KMX
$8.13B
$413K 0.01%
9,196
-15,294
-62% -$913K
ENB icon
694
Enbridge
ENB
$119B
$412K 0.01%
8,158
+1,566
+24% +$73.7K
INGR icon
695
Ingredion
INGR
$6.27B
$412K 0.01%
+3,371
New +$434K
SCHK icon
696
Schwab 1000 Index ETF
SCHK
$5.71B
$410K 0.01%
12,766
-851
-6% -$26.3K
LPLA icon
697
LPL Financial
LPLA
$28.3B
$409K 0.01%
1,230
+31
+3% +$11.2K
MSTR icon
698
Strategy Inc
MSTR
$34.1B
$409K 0.01%
1,269
+59
+5% +$21.9K
G icon
699
Genpact
G
$5.96B
$409K 0.01%
+9,756
New +$429K
EPR icon
700
EPR Properties
EPR
$4.76B
$409K 0.01%
7,042
-1,881
-21% -$106K
26 27
28
29 30

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HAG
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DSCM
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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.