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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
TXN icon
151
Texas Instruments
TXN
$255B
$3.06M 0.07%
16,631
+550
+3% +$108K
DFSE
152
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$597M
$2.99M 0.07%
72,881
+1,389
+2% +$54.9K
EVH icon
153
Evolent Health
EVH
$358M
$2.95M 0.07%
348,549
-26
-0% -$252
SDY icon
154
State Street SPDR S&P Dividend ETF
SDY
$21.8B
$2.93M 0.07%
20,953
+309
+1% +$43.1K
ADP icon
155
Automatic Data Processing
ADP
$105B
$2.92M 0.07%
9,963
+517
+5% +$156K
IEMG icon
156
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$2.9M 0.07%
44,068
+702
+2% +$43.8K
TJX icon
157
TJX Companies
TJX
$176B
$2.89M 0.07%
20,027
+2,289
+13% +$304K
DFSI
158
Dimensional International Sustainability Core 1 ETF
DFSI
$1.15B
$2.89M 0.07%
70,495
-182
-0.3% -$7.29K
MU icon
159
Micron Technology
MU
$988B
$2.89M 0.07%
17,253
+9,469
+122% +$1.21M
IWS icon
160
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
$2.88M 0.07%
20,599
+642
+3% +$87.8K
INTU icon
161
Intuit
INTU
$86.3B
$2.86M 0.07%
4,194
+142
+4% +$102K
LMT icon
162
Lockheed Martin
LMT
$132B
$2.86M 0.07%
5,724
-108
-2% -$49K
APH icon
163
Amphenol
APH
$197B
$2.86M 0.07%
23,086
+2,473
+12% +$271K
VRSN icon
164
VeriSign
VRSN
$25.9B
$2.85M 0.07%
10,177
+2,258
+29% +$631K
ACWI icon
165
iShares MSCI ACWI ETF
ACWI
$32.7B
$2.8M 0.07%
20,260
-302
-1% -$40.1K
BSX icon
166
Boston Scientific
BSX
$68.4B
$2.79M 0.07%
28,559
-3,282
-10% -$340K
XLF icon
167
State Street Financial Select Sector SPDR ETF
XLF
$56.8B
$2.76M 0.07%
51,235
+523
+1% +$27.7K
FIX icon
168
Comfort Systems
FIX
$59.8B
$2.76M 0.07%
3,342
+888
+36% +$602K
QUAL icon
169
iShares MSCI USA Quality Factor ETF
QUAL
$46.3B
$2.75M 0.07%
14,152
-330
-2% -$61.9K
AMAT icon
170
Applied Materials
AMAT
$398B
$2.73M 0.07%
13,355
-394
-3% -$71.5K
PCG icon
171
PG&E
PCG
$39.2B
$2.7M 0.06%
179,190
+154,341
+621% +$2.25M
USB icon
172
US Bancorp
USB
$98B
$2.69M 0.06%
55,734
+16,298
+41% +$771K
KO icon
173
Coca-Cola
KO
$381B
$2.69M 0.06%
40,493
+949
+2% +$65.3K
LIN icon
174
Linde
LIN
$235B
$2.68M 0.06%
5,645
+881
+18% +$417K
NOW icon
175
ServiceNow
NOW
$114B
$2.67M 0.06%
14,510
-2,200
-13% -$411K
5 6
7
8 9

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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.