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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
PXH icon
901
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.94B
$237K 0.01%
9,319
+14
+0.2% +$342
CRC icon
902
California Resources
CRC
$4.67B
$236K 0.01%
+4,445
New +$223K
VNT icon
903
Vontier
VNT
$4.52B
$236K 0.01%
+5,632
New +$232K
AFRM icon
904
Affirm
AFRM
$23.9B
$236K 0.01%
+3,234
New +$246K
COLB icon
905
Columbia Banking Systems
COLB
$8.84B
$234K 0.01%
+9,092
New +$231K
DDEC icon
906
FT Vest US Equity Deep Buffer ETF December
DDEC
$429M
$234K 0.01%
5,338
– –
ATO icon
907
Atmos Energy
ATO
$28.8B
$233K 0.01%
+1,367
New +$221K
DIVO icon
908
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.5B
$233K 0.01%
5,227
– –
AMX icon
909
America Movil
AMX
$76.1B
$233K 0.01%
11,078
-13
-0.1% -$248
IPGP icon
910
IPG Photonics
IPGP
$3.61B
$232K 0.01%
+2,931
New +$229K
MTB icon
911
M&T Bank
MTB
$35.7B
$232K 0.01%
+1,172
New +$230K
FIW icon
912
First Trust Water ETF
FIW
$1.85B
$229K 0.01%
+2,042
New +$227K
TUA icon
913
Simplify Short Term Treasury Futures Strategy ETF
TUA
$696M
$229K 0.01%
10,452
+114
+1% +$2.49K
AMKR icon
914
Amkor Technology
AMKR
$12.4B
$228K 0.01%
+8,043
New +$194K
WY icon
915
Weyerhaeuser
WY
$18B
$228K 0.01%
9,203
-975
-10% -$24.9K
LH icon
916
Labcorp
LH
$25B
$228K 0.01%
+793
New +$212K
VGLT icon
917
Vanguard Long-Term Treasury ETF
VGLT
$10B
$227K 0.01%
3,992
-40
-1% -$2.23K
STLD icon
918
Steel Dynamics
STLD
$36B
$227K 0.01%
1,627
-592
-27% -$77.7K
GDXJ icon
919
VanEck Junior Gold Miners ETF
GDXJ
$6.89B
$227K 0.01%
+2,289
New +$176K
FENY icon
920
Fidelity MSCI Energy Index ETF
FENY
$2.01B
$226K 0.01%
9,154
-4
-0% -$97
IGV icon
921
iShares Expanded Tech-Software Sector ETF
IGV
$12.7B
$226K 0.01%
1,962
-1,072
-35% -$119K
AEE icon
922
Ameren
AEE
$30.3B
$225K 0.01%
+2,159
New +$215K
ELME
923
Elme Communities
ELME
$143M
$225K 0.01%
13,346
+1,219
+10% +$20.2K
JLL icon
924
Jones Lang LaSalle
JLL
$16.3B
$225K 0.01%
+754
New +$215K
PDBC icon
925
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.38B
$224K 0.01%
16,714
+332
+2% +$4.4K
35 36
37
38 39

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SCA
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HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
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.