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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
HDV
751
iShares Core High Dividend ETF
HDV
$14.5B
$354K 0.01%
14,445
– –
CNP icon
752
CenterPoint Energy
CNP
$27.7B
$353K 0.01%
9,108
+799
+10% +$30.2K
VMBS icon
753
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$352K 0.01%
7,486
-37
-0.5% -$1.72K
VTHR icon
754
Vanguard Russell 3000 ETF
VTHR
$4.67B
$351K 0.01%
1,193
+3
+0.3% +$850
ADPT icon
755
Adaptive Biotechnologies
ADPT
$3.59B
$349K 0.01%
23,301
+700
+3% +$8.53K
EOG icon
756
EOG Resources
EOG
$79.2B
$348K 0.01%
3,106
+352
+13% +$42K
XLY icon
757
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$348K 0.01%
2,906
+622
+27% +$71.2K
PRU icon
758
Prudential Financial
PRU
$42.4B
$346K 0.01%
3,333
+753
+29% +$79.3K
NI icon
759
NiSource
NI
$21.3B
$346K 0.01%
7,980
+2,164
+37% +$89.6K
TFPM icon
760
Triple Flag Precious Metals
TFPM
$5.94B
$345K 0.01%
+11,775
New +$304K
XYZ
761
Block Inc
XYZ
$48.4B
$343K 0.01%
4,747
+57
+1% +$4.27K
FAF icon
762
First American
FAF
$7.66B
$343K 0.01%
5,333
+1,473
+38% +$92.9K
VTRS icon
763
Viatris
VTRS
$20.4B
$342K 0.01%
34,558
+9,046
+35% +$88.1K
IPG
764
DELISTED
Interpublic Group of Companies
IPG
$338K 0.01%
12,117
+2,086
+21% +$53.8K
AVIV icon
765
Avantis International Large Cap Value ETF
AVIV
$2B
$335K 0.01%
4,967
– –
NTRS icon
766
Northern Trust
NTRS
$33.3B
$335K 0.01%
2,488
+581
+30% +$74.8K
OKTA icon
767
Okta
OKTA
$24.7B
$335K 0.01%
3,648
+433
+13% +$40.4K
POR icon
768
Portland General Electric
POR
$5.8B
$334K 0.01%
+7,600
New +$319K
THG icon
769
Hanover Insurance
THG
$8.1B
$334K 0.01%
+1,839
New +$315K
AWK icon
770
American Water Works
AWK
$26.7B
$330K 0.01%
2,374
+773
+48% +$109K
MCO icon
771
Moody's
MCO
$82.8B
$330K 0.01%
693
+174
+34% +$87.7K
WAFD icon
772
WaFd
WAFD
$2.72B
$329K 0.01%
10,866
+779
+8% +$23.9K
CR icon
773
Crane Co
CR
$12.3B
$329K 0.01%
+1,785
New +$337K
COR icon
774
Cencora
COR
$60.6B
$328K 0.01%
1,050
+171
+19% +$50.3K
LBTYA icon
775
Liberty Global Class A
LBTYA
$3.62B
$328K 0.01%
+28,625
New +$315K
29 30
31
32 33

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SCA
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HAG
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RG
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EC
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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.