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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
DIS icon
126
Walt Disney
DIS
$172B
$3.51M 0.09%
28,265
-199
-0.7% -$20.7K
SCHF icon
127
Schwab International Equity ETF
SCHF
$64.9B
$3.48M 0.09%
157,547
-3,856
-2% -$80.3K
NOW icon
128
ServiceNow
NOW
$118B
$3.44M 0.09%
16,710
+3,140
+23% +$592K
BSX icon
129
Boston Scientific
BSX
$68.8B
$3.42M 0.09%
31,841
+4,377
+16% +$443K
VOE icon
130
Vanguard Mid-Cap Value ETF
VOE
$24B
$3.37M 0.09%
20,490
+409
+2% +$64.8K
FTEC icon
131
Fidelity MSCI Information Technology Index ETF
FTEC
$19.1B
$3.36M 0.09%
17,058
+173
+1% +$29.9K
TXN icon
132
Texas Instruments
TXN
$248B
$3.34M 0.09%
16,081
-2,927
-15% -$520K
VOT icon
133
Vanguard Mid-Cap Growth ETF
VOT
$19B
$3.3M 0.09%
11,602
+96
+0.8% +$24.8K
MCD icon
134
McDonald's
MCD
$193B
$3.25M 0.09%
11,128
+350
+3% +$108K
INTU icon
135
Intuit
INTU
$90.1B
$3.19M 0.09%
4,052
+171
+4% +$116K
RSMC
136
Rockefeller U.S. Small-Mid Cap ETF
RSMC
$752M
$3.13M 0.08%
120,663
– –
RBLX icon
137
Roblox
RBLX
$35.3B
$3.11M 0.08%
29,609
+24,754
+510% +$1.94M
VB icon
138
Vanguard Small-Cap ETF
VB
$79.2B
$3.04M 0.08%
12,827
+684
+6% +$153K
PNC icon
139
PNC Financial Services
PNC
$100B
$3.03M 0.08%
16,264
+11,795
+264% +$2M
VYM icon
140
Vanguard High Dividend Yield ETF
VYM
$81.4B
$2.98M 0.08%
22,382
+4,623
+26% +$586K
IWO icon
141
iShares Russell 2000 Growth ETF
IWO
$14.1B
$2.92M 0.08%
10,230
+91
+0.9% +$24K
PLTR icon
142
Palantir
PLTR
$299B
$2.92M 0.08%
21,427
+380
+2% +$44.6K
ADP icon
143
Automatic Data Processing
ADP
$111B
$2.91M 0.08%
9,446
+681
+8% +$209K
GEV icon
144
GE Vernova
GEV
$244B
$2.86M 0.08%
5,404
+2,172
+67% +$904K
SCHW
145
Charles Schwab
SCHW
$184B
$2.84M 0.08%
31,181
+6,325
+25% +$530K
SDY icon
146
State Street SPDR S&P Dividend ETF
SDY
$22.2B
$2.8M 0.08%
20,644
+1,997
+11% +$265K
KO icon
147
Coca-Cola
KO
$388B
$2.8M 0.08%
39,544
-1,138
-3% -$81.1K
DFSI
148
Dimensional International Sustainability Core 1 ETF
DFSI
$1.12B
$2.79M 0.08%
70,677
+3,209
+5% +$119K
VNQ icon
149
Vanguard Real Estate ETF
VNQ
$39.8B
$2.77M 0.08%
31,143
+1,892
+6% +$167K
RTX icon
150
RTX Corp
RTX
$291B
$2.76M 0.07%
18,896
-64
-0.3% -$8.53K
4 5
6
7 8

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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.