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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
VO icon
76
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$7.09M 0.17%
96,516
-12,372
-11% -$888K
AMD icon
77
Advanced Micro Devices
AMD
$791B
$6.97M 0.17%
43,088
+1,927
+5% +$311K
IWD icon
78
iShares Russell 1000 Value ETF
IWD
$81.8B
$6.94M 0.17%
34,090
+280
+0.8% +$55.7K
NFLX icon
79
Netflix
NFLX
$305B
$6.8M 0.16%
56,750
+1,520
+3% +$186K
BAC icon
80
Bank of America
BAC
$433B
$6.66M 0.16%
129,189
+14,697
+13% +$717K
DELL icon
81
Dell
DELL
$262B
$6.61M 0.16%
46,647
+41,232
+761% +$5.35M
ABBV icon
82
AbbVie
ABBV
$455B
$6.61M 0.16%
28,557
+537
+2% +$109K
MAR icon
83
Marriott International
MAR
$99B
$6.6M 0.16%
25,346
+26
+0.1% +$6.98K
IVW icon
84
iShares S&P 500 Growth ETF
IVW
$72.7B
$6.52M 0.16%
54,045
+523
+1% +$60.2K
SYY icon
85
Sysco
SYY
$40.6B
$6.44M 0.15%
78,160
-12,178
-13% -$974K
DASH icon
86
DoorDash
DASH
$86.1B
$6.29M 0.15%
23,144
+5,835
+34% +$1.46M
GE icon
87
GE Aerospace
GE
$368B
$6.28M 0.15%
20,888
+3,644
+21% +$996K
EEM icon
88
iShares MSCI Emerging Markets ETF
EEM
$28.6B
$6.26M 0.15%
117,208
+195
+0.2% +$9.79K
HAPN
89
Happen Inc
HAPN
$2.23B
$6.25M 0.15%
411,329
+146
+0% +$2.21K
EFG icon
90
iShares MSCI EAFE Growth ETF
EFG
$16.7B
$6.13M 0.15%
53,809
-2
-0% -$223
MRK icon
91
Merck
MRK
$321B
$6.12M 0.15%
72,969
+20,086
+38% +$1.65M
KLAC icon
92
KLA
KLAC
$236B
$5.97M 0.14%
55,380
-3,670
-6% -$342K
ANET icon
93
Arista Networks
ANET
$215B
$5.9M 0.14%
40,520
+3,611
+10% +$465K
SCHX icon
94
Schwab US Large- Cap ETF
SCHX
$71.3B
$5.82M 0.14%
220,868
+720
+0.3% +$18.3K
IJH icon
95
iShares Core S&P Mid-Cap ETF
IJH
$122B
$5.79M 0.14%
88,791
-2,008
-2% -$129K
WFC icon
96
Wells Fargo
WFC
$258B
$5.79M 0.14%
69,028
-166
-0.2% -$13.5K
CSCO icon
97
Cisco
CSCO
$448B
$5.66M 0.14%
82,687
+8,786
+12% +$599K
EMXC icon
98
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.2B
$5.43M 0.13%
80,430
-243
-0.3% -$15.7K
PLTR icon
99
Palantir
PLTR
$293B
$5.42M 0.13%
29,738
+8,311
+39% +$1.35M
RELY icon
100
Remitly
RELY
$4.94B
$5.42M 0.13%
332,570
+45
+0% +$808
2 3
4
5 6

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HAG
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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.