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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
FE icon
801
FirstEnergy
FE
$28B
$304K 0.01%
6,635
+258
+4% +$11K
AJG icon
802
Arthur J. Gallagher & Co
AJG
$64.1B
$303K 0.01%
980
+19
+2% +$5.73K
RITM icon
803
Rithm Capital
RITM
$5.52B
$303K 0.01%
+26,613
New +$322K
HUN icon
804
Huntsman Corp
HUN
$1.71B
$303K 0.01%
33,737
+16,473
+95% +$173K
EQWL icon
805
Invesco S&P 100 Equal Weight ETF
EQWL
$2.7B
$303K 0.01%
2,640
+11
+0.4% +$1.23K
QRVO icon
806
Qorvo
QRVO
$7.99B
$302K 0.01%
+3,317
New +$295K
ZION icon
807
Zions Bancorporation
ZION
$10.2B
$302K 0.01%
5,329
+480
+10% +$26.7K
RGA icon
808
Reinsurance Group of America
RGA
$15.5B
$301K 0.01%
1,569
-319
-17% -$61.1K
TNL icon
809
Travel + Leisure Co
TNL
$4.66B
$301K 0.01%
5,065
+375
+8% +$22.5K
HFWA icon
810
Heritage Financial
HFWA
$1.22B
$301K 0.01%
12,452
+450
+4% +$10.9K
ARKK icon
811
ARK Innovation ETF
ARKK
$5.64B
$299K 0.01%
3,467
-276
-7% -$21.1K
LULU icon
812
lululemon athletica
LULU
$13.5B
$297K 0.01%
1,672
-788
-32% -$158K
SPYD icon
813
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.62B
$297K 0.01%
6,745
-3,982
-37% -$175K
CACI icon
814
CACI
CACI
$11B
$295K 0.01%
+592
New +$286K
BEN icon
815
Franklin Resources
BEN
$17.6B
$295K 0.01%
12,755
+1,976
+18% +$48.8K
VIOV icon
816
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.85B
$295K 0.01%
+3,097
New +$283K
DLB icon
817
Dolby
DLB
$5.51B
$294K 0.01%
4,068
-571
-12% -$42K
EWBC icon
818
East-West Bancorp
EWBC
$17.9B
$294K 0.01%
2,762
+120
+5% +$12.6K
CHKP icon
819
Check Point Software Technologies
CHKP
$13B
$294K 0.01%
1,420
+135
+11% +$27.2K
AOR icon
820
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.66B
$293K 0.01%
4,553
+114
+3% +$7.13K
BNL icon
821
Broadstone Net Lease
BNL
$4.11B
$293K 0.01%
16,397
+2,039
+14% +$35.1K
NXST icon
822
Nexstar Media Group
NXST
$5.82B
$293K 0.01%
1,480
+164
+12% +$32.1K
AWR icon
823
American States Water
AWR
$3.36B
$292K 0.01%
+3,986
New +$297K
TTWO icon
824
Take-Two Interactive
TTWO
$45.4B
$292K 0.01%
1,129
+182
+19% +$43.1K
MFC icon
825
Manulife Financial
MFC
$73.9B
$291K 0.01%
9,333
+75
+0.8% +$2.31K
31 32
33
34 35

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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.