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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
+13.79%
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
$3.69B
AUM Growth
+$574M
Cap. Flow
+$183M
Cap. Flow %
4.95%
Top 10 Hldgs %
47.74%
Holding
950
New
245
Increased
496
Reduced
155
Closed
20

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$6.97M
2
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$6.61M
3
ABNB icon
Airbnb
ABNB
+$5.92M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.82M
5
MAR icon
Marriott International
MAR
+$3.75M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$26M
2
AMZN icon
Amazon
AMZN
+$12.2M
3
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$6.61M
4
ALK icon
Alaska Air
ALK
+$3.55M
5
UNH icon
UnitedHealth
UNH
+$3.2M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 26.73%
2 Technology 20.51%
3 Financials 5.05%
4 Communication Services 4.08%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
76
UnitedHealth
UNH
$388B
$6.53M 0.18%
20,931
-8,360
-29% -$3.2M
VEU icon
77
Vanguard FTSE All-World ex-US ETF
VEU
$65.3B
$6.36M 0.17%
94,582
+60,367
+176% +$3.82M
RELY icon
78
Remitly
RELY
$4.95B
$6.24M 0.17%
332,525
+105
+0% +$2.18K
EFG icon
79
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$6.03M 0.16%
53,811
-640
-1% -$67.5K
IVW icon
80
iShares S&P 500 Growth ETF
IVW
$71.7B
$5.89M 0.16%
53,522
+5,765
+12% +$571K
PM icon
81
Philip Morris
PM
$314B
$5.87M 0.16%
32,224
+9,110
+39% +$1.56M
AMD icon
82
Advanced Micro Devices
AMD
$732B
$5.84M 0.16%
41,161
+23
+0.1% +$2.5K
EEM icon
83
iShares MSCI Emerging Markets ETF
EEM
$27.8B
$5.64M 0.15%
117,013
+453
+0.4% +$20.4K
IJH icon
84
iShares Core S&P Mid-Cap ETF
IJH
$123B
$5.63M 0.15%
90,799
+7,555
+9% +$443K
SGOV icon
85
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.4B
$5.62M 0.15%
55,809
-65,718
-54% -$6.61M
WFC icon
86
Wells Fargo
WFC
$262B
$5.54M 0.15%
69,194
+2,570
+4% +$185K
BAC icon
87
Bank of America
BAC
$436B
$5.42M 0.15%
114,492
+6,585
+6% +$277K
SCHX icon
88
Schwab US Large- Cap ETF
SCHX
$71.2B
$5.38M 0.15%
220,148
+1,027
+0.5% +$23.2K
SCHB icon
89
Schwab US Broad Market ETF
SCHB
$42.9B
$5.37M 0.15%
225,514
+2,852
+1% +$62.8K
VIG icon
90
Vanguard Dividend Appreciation ETF
VIG
$112B
$5.34M 0.14%
26,095
+5,870
+29% +$1.14M
KLAC icon
91
KLA
KLAC
$244B
$5.29M 0.14%
59,050
-1,650
-3% -$124K
ACN icon
92
Accenture
ACN
$102B
$5.26M 0.14%
17,588
-672
-4% -$205K
ABBV icon
93
AbbVie
ABBV
$470B
$5.2M 0.14%
28,020
+670
+2% +$125K
CSCO icon
94
Cisco
CSCO
$458B
$5.13M 0.14%
73,901
-1,318
-2% -$81K
EMXC icon
95
iShares MSCI Emerging Markets ex China ETF
EMXC
$22.5B
$5.09M 0.14%
80,673
-963
-1% -$56.1K
HAPN
96
Happen Inc
HAPN
$2.15B
$4.95M 0.13%
411,183
+113
+0% +$1.17K
RSG icon
97
Republic Services
RSG
$67.6B
$4.93M 0.13%
19,980
+497
+3% +$123K
NKE icon
98
Nike
NKE
$63.2B
$4.81M 0.13%
67,772
-3,694
-5% -$222K
DIA icon
99
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.6B
$4.66M 0.13%
10,569
-1,285
-11% -$533K
BA icon
100
Boeing
BA
$171B
$4.53M 0.12%
21,639
+1,018
+5% +$192K
2 3
4
5 6

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Brighton Jones LLC's Q2 2025 Portfolio in Review

As of Q2 2025, Brighton Jones LLC held 950 positions worth $3.69B, up 18% from $3.12B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Brighton Jones LLC deployed $183M of net new capital in Q2 2025, opening 245 new positions and adding to 496 existing holdings. Its largest new stake was Incyte: 31,116 shares worth $2.12M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 27% of assets, down from 27% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Microsoft, an estimated $26M trimmed.

  • Brighton Jones LLC's largest Q2 2025 buy was Incyte: 31,116 shares worth $2.12M.
  • Brighton Jones LLC added most to NVIDIA in Q2 2025, an estimated $6.97M increase.
  • Brighton Jones LLC's biggest Q2 2025 reduction was Microsoft, cutting an estimated $26M.
  • Brighton Jones LLC fully exited FTI Consulting in Q2 2025, selling an estimated $888K.
  • Brighton Jones LLC's ten largest holdings make up 48% of its $3.69B portfolio in Q2 2025.
  • Brighton Jones LLC opened 245 new positions and closed 20 in Q2 2025.
  • Brighton Jones LLC's portfolio value rose 18% quarter-over-quarter to $3.69B.

Based on Brighton Jones LLC's 13F filing for Q2 2025, filed 31 Jul 2025.