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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
BITO icon
951
ProShares Bitcoin Strategy ETF
BITO
$1.37B
$206K ﹤0.01%
+10,467
New +$218K
NWL icon
952
Newell Brands
NWL
$2.38B
$206K ﹤0.01%
39,305
+5,098
+15% +$28.9K
ISHG icon
953
iShares 1-3 Year International Treasury Bond ETF
ISHG
$837M
$206K ﹤0.01%
+2,702
New +$205K
JBGS
954
JBG SMITH
JBGS
$818M
$206K ﹤0.01%
+9,248
New +$190K
FCFS icon
955
FirstCash
FCFS
$8.85B
$206K ﹤0.01%
+1,299
New +$182K
IBB icon
956
iShares Biotechnology ETF
IBB
$9.34B
$205K ﹤0.01%
+1,418
New +$194K
ICLN icon
957
iShares Global Clean Energy ETF
ICLN
$2.31B
$205K ﹤0.01%
13,221
-324
-2% -$4.59K
VDC icon
958
Vanguard Consumer Staples ETF
VDC
$7.97B
$204K ﹤0.01%
957
-324
-25% -$71K
SPT icon
959
Sprout Social
SPT
$516M
$204K ﹤0.01%
15,784
+657
+4% +$10.7K
FITB
960
Fifth Third Bancorp
FITB
$51.2B
$204K ﹤0.01%
+4,575
New +$200K
IYM icon
961
iShares US Basic Materials ETF
IYM
$1.12B
$204K ﹤0.01%
+1,374
New +$201K
TTE icon
962
TotalEnergies
TTE
$195B
$203K ﹤0.01%
3,407
-305
-8% -$18.8K
KRE icon
963
State Street SPDR S&P Regional Banking ETF
KRE
$4.5B
$203K ﹤0.01%
+3,210
New +$202K
MAS icon
964
Masco
MAS
$14.1B
$203K ﹤0.01%
+2,882
New +$203K
IJT icon
965
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.26B
$202K ﹤0.01%
+1,429
New +$197K
MUSA icon
966
Murphy USA
MUSA
$11.2B
$202K ﹤0.01%
+520
New +$206K
OUNZ icon
967
VanEck Merk Gold Trust
OUNZ
$2.51B
$202K ﹤0.01%
+5,424
New +$181K
FNDE icon
968
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.72B
$201K ﹤0.01%
+5,565
New +$192K
YUMC icon
969
Yum China
YUMC
$16.5B
$201K ﹤0.01%
4,683
+168
+4% +$7.64K
IYZ icon
970
iShares US Telecommunications ETF
IYZ
$1.2B
$200K ﹤0.01%
+6,208
New +$191K
LZ icon
971
LegalZoom.com
LZ
$1.35B
$199K ﹤0.01%
19,140
+4,163
+28% +$41.5K
ASX icon
972
ASE Group
ASX
$77.3B
$188K ﹤0.01%
16,922
+851
+5% +$8.91K
VLY icon
973
Valley National Bancorp
VLY
$7.9B
$175K ﹤0.01%
16,532
+5,938
+56% +$59.3K
PATH icon
974
UiPath
PATH
$6.61B
$173K ﹤0.01%
12,915
-41,624
-76% -$492K
HLN icon
975
Haleon
HLN
$43.5B
$169K ﹤0.01%
18,836
+2,711
+17% +$26.1K
37 38
39
40 41

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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.