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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
CRUS icon
701
Cirrus Logic
CRUS
$6.53B
$406K 0.01%
3,237
+601
+23% +$66.9K
DTE icon
702
DTE Energy
DTE
$29.5B
$405K 0.01%
+2,865
New +$392K
IXC icon
703
iShares Global Energy ETF
IXC
$2.79B
$403K 0.01%
9,655
+356
+4% +$14.5K
BKLC icon
704
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.49B
$402K 0.01%
+9,393
New +$385K
WBS icon
705
Webster Financial
WBS
$12.5B
$401K 0.01%
6,750
+699
+12% +$41.6K
CROX icon
706
Crocs
CROX
$6.14B
$399K 0.01%
+4,781
New +$436K
EVRG icon
707
Evergy
EVRG
$19.1B
$398K 0.01%
5,239
+677
+15% +$48.3K
PPL
708
PPL Corp
PPL
$26.5B
$397K 0.01%
+10,679
New +$384K
SPMD icon
709
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.2B
$393K 0.01%
6,874
-138
-2% -$7.78K
MAN icon
710
ManpowerGroup
MAN
$2.44B
$392K 0.01%
+10,334
New +$426K
FLRN icon
711
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.08B
$391K 0.01%
+12,673
New +$390K
RPG icon
712
Invesco S&P 500 Pure Growth ETF
RPG
$2.01B
$391K 0.01%
8,195
+5
+0.1% +$234
MORN icon
713
Morningstar
MORN
$7.22B
$390K 0.01%
1,680
+492
+41% +$131K
IYW icon
714
iShares US Technology ETF
IYW
$23.6B
$389K 0.01%
1,988
-118
-6% -$21.6K
GDX icon
715
VanEck Gold Miners ETF
GDX
$22.7B
$388K 0.01%
5,083
-1,517
-23% -$91.4K
GDDY icon
716
GoDaddy
GDDY
$11B
$388K 0.01%
2,835
-419
-13% -$64.5K
REYN icon
717
Reynolds Consumer Products
REYN
$5.26B
$387K 0.01%
+15,831
New +$358K
IFF icon
718
International Flavors & Fragrances
IFF
$20.2B
$387K 0.01%
+6,293
New +$432K
XEL icon
719
Xcel Energy
XEL
$48.8B
$386K 0.01%
4,786
-130
-3% -$9.4K
SCHP icon
720
Schwab US TIPS ETF
SCHP
$16.3B
$386K 0.01%
14,312
-4,052
-22% -$108K
GPC icon
721
Genuine Parts
GPC
$17.1B
$386K 0.01%
2,782
+377
+16% +$50.6K
EFAV icon
722
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.34B
$385K 0.01%
4,536
+257
+6% +$21.7K
IEUR icon
723
iShares Core MSCI Europe ETF
IEUR
$8.97B
$383K 0.01%
5,627
-5
-0.1% -$333
CGGO icon
724
Capital Group Global Growth Equity ETF
CGGO
$11.4B
$382K 0.01%
11,193
+2,403
+27% +$78.8K
BALL icon
725
Ball Corp
BALL
$17.3B
$382K 0.01%
7,572
-1,618
-18% -$87.5K
27 28
29
30 31

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HAG
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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.