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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
+13.79%
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
$3.69B
AUM Growth
+$574M
Cap. Flow
+$183M
Cap. Flow %
4.95%
Top 10 Hldgs %
47.74%
Holding
950
New
245
Increased
496
Reduced
155
Closed
20

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$6.97M
2
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$6.61M
3
ABNB icon
Airbnb
ABNB
+$5.92M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.82M
5
MAR icon
Marriott International
MAR
+$3.75M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$26M
2
AMZN icon
Amazon
AMZN
+$12.2M
3
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$6.61M
4
ALK icon
Alaska Air
ALK
+$3.55M
5
UNH icon
UnitedHealth
UNH
+$3.2M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 26.73%
2 Technology 20.51%
3 Financials 5.05%
4 Communication Services 4.08%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
51
Home Depot
HD
$343B
$10.3M 0.28%
28,212
+1,829
+7% +$662K
IWR icon
52
iShares Russell Mid-Cap ETF
IWR
$56.5B
$9.95M 0.27%
108,225
+2,254
+2% +$195K
WMT icon
53
Walmart Inc
WMT
$900B
$9.14M 0.25%
93,514
-538
-0.6% -$51.3K
PEP icon
54
PepsiCo
PEP
$195B
$9.01M 0.24%
68,273
+10,955
+19% +$1.48M
JNJ icon
55
Johnson & Johnson
JNJ
$643B
$8.82M 0.24%
57,751
+3,807
+7% +$585K
CRM icon
56
Salesforce
CRM
$149B
$8.78M 0.24%
32,209
+4,509
+16% +$1.21M
SCZ icon
57
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.2B
$8.58M 0.23%
118,022
+84
+0.1% +$5.68K
LLY icon
58
Eli Lilly
LLY
$1.09T
$8.49M 0.23%
10,888
+467
+4% +$363K
PCAR icon
59
PACCAR
PCAR
$72.7B
$8.36M 0.23%
87,977
+111
+0.1% +$10.3K
V icon
60
Visa
V
$697B
$8.12M 0.22%
22,876
+1,758
+8% +$613K
AMGN icon
61
Amgen
AMGN
$212B
$8.04M 0.22%
28,785
-215
-0.7% -$60.9K
VUG icon
62
Vanguard Growth ETF
VUG
$216B
$7.99M 0.22%
109,344
+10,896
+11% +$717K
ABT icon
63
Abbott
ABT
$187B
$7.98M 0.22%
58,664
+1,624
+3% +$214K
VXUS icon
64
Vanguard Total International Stock ETF
VXUS
$153B
$7.96M 0.22%
115,153
+5,857
+5% +$380K
DFSU
65
Dimensional US Sustainability Core 1 ETF
DFSU
$2.28B
$7.66M 0.21%
195,108
+56,551
+41% +$2.06M
VO icon
66
Vanguard Mid-Cap ETF
VO
$107B
$7.62M 0.21%
108,888
+6,052
+6% +$397K
NFLX icon
67
Netflix
NFLX
$301B
$7.4M 0.2%
55,230
+5,380
+11% +$608K
IBM icon
68
IBM
IBM
$214B
$7.38M 0.2%
25,042
-135
-0.5% -$34.8K
LOW icon
69
Lowe's Companies
LOW
$122B
$7.26M 0.2%
32,707
+268
+0.8% +$59.8K
VTV icon
70
Vanguard Value ETF
VTV
$190B
$7.17M 0.19%
40,593
-2,321
-5% -$392K
UBER icon
71
Uber
UBER
$144B
$7.16M 0.19%
76,762
+840
+1% +$69.2K
MAR icon
72
Marriott International
MAR
$101B
$6.92M 0.19%
25,320
+14,951
+144% +$3.75M
SYY icon
73
Sysco
SYY
$40.7B
$6.84M 0.19%
90,338
+3,760
+4% +$273K
PG icon
74
Procter & Gamble
PG
$347B
$6.72M 0.18%
42,200
-1,136
-3% -$185K
IWD icon
75
iShares Russell 1000 Value ETF
IWD
$82.2B
$6.57M 0.18%
33,810
+1,828
+6% +$339K
1 2
3
4 5

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Brighton Jones LLC's Q2 2025 Portfolio in Review

As of Q2 2025, Brighton Jones LLC held 950 positions worth $3.69B, up 18% from $3.12B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Brighton Jones LLC deployed $183M of net new capital in Q2 2025, opening 245 new positions and adding to 496 existing holdings. Its largest new stake was Incyte: 31,116 shares worth $2.12M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 27% of assets, down from 27% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Microsoft, an estimated $26M trimmed.

  • Brighton Jones LLC's largest Q2 2025 buy was Incyte: 31,116 shares worth $2.12M.
  • Brighton Jones LLC added most to NVIDIA in Q2 2025, an estimated $6.97M increase.
  • Brighton Jones LLC's biggest Q2 2025 reduction was Microsoft, cutting an estimated $26M.
  • Brighton Jones LLC fully exited FTI Consulting in Q2 2025, selling an estimated $888K.
  • Brighton Jones LLC's ten largest holdings make up 48% of its $3.69B portfolio in Q2 2025.
  • Brighton Jones LLC opened 245 new positions and closed 20 in Q2 2025.
  • Brighton Jones LLC's portfolio value rose 18% quarter-over-quarter to $3.69B.

Based on Brighton Jones LLC's 13F filing for Q2 2025, filed 31 Jul 2025.