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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
CORT icon
826
Corcept Therapeutics
CORT
$12.4B
$289K 0.01%
+3,483
New +$252K
MUFG icon
827
Mitsubishi UFJ Financial
MUFG
$253B
$287K 0.01%
18,033
+4,893
+37% +$72.4K
GWW icon
828
W.W. Grainger
GWW
$65.3B
$285K 0.01%
299
-14
-4% -$14.1K
CMA
829
DELISTED
Comerica
CMA
$285K 0.01%
4,160
+125
+3% +$8.41K
HIG icon
830
Hartford Financial Services
HIG
$38.9B
$283K 0.01%
2,125
+198
+10% +$25.4K
DBMF icon
831
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.98B
$283K 0.01%
10,375
+54
+0.5% +$1.41K
ESLT icon
832
Elbit Systems
ESLT
$37.9B
$283K 0.01%
555
+10
+2% +$4.69K
TDIV icon
833
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.18B
$282K 0.01%
2,865
– –
CHD icon
834
Church & Dwight Co
CHD
$23.4B
$281K 0.01%
3,211
+934
+41% +$87.6K
EXC icon
835
Exelon
EXC
$47.2B
$281K 0.01%
6,239
+632
+11% +$27.8K
ARMK icon
836
Aramark
ARMK
$15B
$281K 0.01%
+7,313
New +$296K
HDEF icon
837
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.34B
$280K 0.01%
9,523
+69
+0.7% +$2.03K
GSAT icon
838
Globalstar
GSAT
$10.7B
$280K 0.01%
+7,695
New +$221K
IMMR icon
839
Immersion
IMMR
$251M
$280K 0.01%
38,130
+380
+1% +$2.76K
HBAN icon
840
Huntington Bancshares
HBAN
$34.4B
$279K 0.01%
16,165
-996
-6% -$17K
MPT
841
Medical Properties Trust
MPT
$2.77B
$279K 0.01%
54,936
+44,775
+441% +$197K
FDL icon
842
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.74B
$278K 0.01%
6,395
+46
+0.7% +$1.99K
XLRE icon
843
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.55B
$273K 0.01%
6,491
-911
-12% -$38.1K
SLF icon
844
Sun Life Financial
SLF
$46B
$273K 0.01%
4,544
+413
+10% +$24.8K
PNW icon
845
Pinnacle West Capital
PNW
$12.2B
$272K 0.01%
3,032
+703
+30% +$63.3K
ALGN icon
846
Align Technology
ALGN
$12.1B
$271K 0.01%
2,167
+972
+81% +$152K
VYMI icon
847
Vanguard International High Dividend Yield ETF
VYMI
$20.6B
$271K 0.01%
+3,197
New +$265K
NUVB icon
848
Nuvation Bio
NUVB
$2.2B
$271K 0.01%
73,163
+11,502
+19% +$31.3K
WCC
849
WESCO International
WCC
$16.7B
$270K 0.01%
+1,278
New +$268K
GLTR icon
850
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.47B
$270K 0.01%
1,633
– –
32 33
34
35 36

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HAG
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RG
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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.