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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
DLR icon
51
Digital Realty Trust
DLR
$69.6B
$12.4M 0.3%
71,706
+66
+0.1% +$11.3K
PEP icon
52
PepsiCo
PEP
$196B
$11.2M 0.27%
79,474
+11,201
+16% +$1.6M
RDDT icon
53
Reddit
RDDT
$34.3B
$11.1M 0.27%
48,074
-23,896
-33% -$4.88M
IWR icon
54
iShares Russell Mid-Cap ETF
IWR
$55.9B
$10.5M 0.25%
108,360
+135
+0.1% +$12.8K
VUG icon
55
Vanguard Morningstar Growth ETF
VUG
$212B
$9.33M 0.22%
116,676
+7,332
+7% +$560K
LLY icon
56
Eli Lilly
LLY
$1.08T
$9.09M 0.22%
11,909
+1,021
+9% +$760K
UNH icon
57
UnitedHealth
UNH
$382B
$9.04M 0.22%
26,167
+5,236
+25% +$1.58M
VEU icon
58
Vanguard FTSE All-World ex-US ETF
VEU
$64.8B
$9.03M 0.22%
126,586
+32,004
+34% +$2.21M
SCZ icon
59
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.1B
$8.95M 0.21%
116,681
-1,341
-1% -$100K
JNJ icon
60
Johnson & Johnson
JNJ
$640B
$8.89M 0.21%
47,925
-9,826
-17% -$1.68M
VXUS icon
61
Vanguard Total International Stock ETF
VXUS
$151B
$8.83M 0.21%
120,231
+5,078
+4% +$360K
PCAR icon
62
PACCAR
PCAR
$70.5B
$8.73M 0.21%
88,793
+816
+0.9% +$80.5K
LOW icon
63
Lowe's Companies
LOW
$121B
$8.47M 0.2%
33,721
+1,014
+3% +$249K
AMGN icon
64
Amgen
AMGN
$209B
$8.16M 0.2%
28,901
+116
+0.4% +$33.6K
PG icon
65
Procter & Gamble
PG
$340B
$7.91M 0.19%
51,480
+9,280
+22% +$1.45M
INTC icon
66
Intel
INTC
$413B
$7.89M 0.19%
235,094
+48,344
+26% +$1.17M
V icon
67
Visa
V
$677B
$7.76M 0.19%
22,733
-143
-0.6% -$49.5K
DFSU
68
Dimensional US Sustainability Core 1 ETF
DFSU
$2.24B
$7.73M 0.19%
182,094
-13,014
-7% -$532K
ABT icon
69
Abbott
ABT
$187B
$7.69M 0.18%
57,419
-1,245
-2% -$163K
VTV icon
70
Vanguard Morningstar Value ETF
VTV
$188B
$7.66M 0.18%
41,075
+482
+1% +$87.3K
UBER icon
71
Uber
UBER
$145B
$7.65M 0.18%
78,133
+1,371
+2% +$128K
SCHB icon
72
Schwab US Broad Market ETF
SCHB
$42.3B
$7.64M 0.18%
297,252
+71,738
+32% +$1.78M
CRM icon
73
Salesforce
CRM
$154B
$7.51M 0.18%
31,684
-525
-2% -$132K
NKE icon
74
Nike
NKE
$64.1B
$7.31M 0.18%
104,791
+37,019
+55% +$2.76M
IBM icon
75
IBM
IBM
$213B
$7.12M 0.17%
25,229
+187
+0.7% +$48.9K
1 2
3
4 5

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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.