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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
IXUS icon
201
iShares Core MSCI Total International Stock ETF
IXUS
$58.4B
$2.28M 0.05%
27,664
+3,416
+14% +$272K
LYFT icon
202
Lyft
LYFT
$5.9B
$2.27M 0.05%
103,125
+4,301
+4% +$72K
ALNY icon
203
Alnylam Pharmaceuticals
ALNY
$27.4B
$2.25M 0.05%
4,941
+3,909
+379% +$1.59M
VYM icon
204
Vanguard High Dividend Yield ETF
VYM
$80.9B
$2.25M 0.05%
15,964
-6,418
-29% -$882K
COP icon
205
ConocoPhillips
COP
$145B
$2.25M 0.05%
23,752
+4,190
+21% +$396K
AZO icon
206
AutoZone
AZO
$49.1B
$2.24M 0.05%
522
+225
+76% +$903K
COIN icon
207
Coinbase
COIN
$43.1B
$2.22M 0.05%
6,589
+169
+3% +$57.3K
MPC icon
208
Marathon Petroleum
MPC
$91.7B
$2.22M 0.05%
11,506
+43
+0.4% +$7.56K
MTG icon
209
MGIC Investment
MTG
$6.44B
$2.21M 0.05%
77,900
+4,344
+6% +$118K
SHOP icon
210
Shopify
SHOP
$159B
$2.18M 0.05%
14,660
-1,774
-11% -$241K
ISRG icon
211
Intuitive Surgical
ISRG
$126B
$2.17M 0.05%
4,860
-187
-4% -$89.7K
CMI icon
212
Cummins
CMI
$87.3B
$2.17M 0.05%
5,144
+1,011
+24% +$388K
NOC icon
213
Northrop Grumman
NOC
$76B
$2.16M 0.05%
3,545
+32
+0.9% +$18.1K
IUSG icon
214
iShares Core S&P US Growth ETF
IUSG
$31.3B
$2.13M 0.05%
12,941
-303
-2% -$47.6K
MEDP icon
215
Medpace
MEDP
$16.1B
$2.09M 0.05%
4,060
+2,501
+160% +$1.09M
DAL icon
216
Delta Air Lines
DAL
$58.3B
$2.07M 0.05%
36,509
+3,609
+11% +$206K
FISV
217
Fiserv Inc
FISV
$28.8B
$2.06M 0.05%
15,998
+5,331
+50% +$764K
SIXA icon
218
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$511M
$2.05M 0.05%
41,209
– –
MS icon
219
Morgan Stanley
MS
$330B
$2.02M 0.05%
12,711
+547
+4% +$80.8K
BBY icon
220
Best Buy
BBY
$18.5B
$2.02M 0.05%
26,714
+15,366
+135% +$1.1M
DE icon
221
Deere & Co
DE
$162B
$2.02M 0.05%
4,416
+97
+2% +$47.8K
GRMN
222
Garmin
GRMN
$57.4B
$2M 0.05%
8,135
+1,866
+30% +$431K
PANW icon
223
Palo Alto Networks
PANW
$265B
$2M 0.05%
9,805
-898
-8% -$172K
SPGI icon
224
S&P Global
SPGI
$122B
$1.98M 0.05%
4,070
+36
+0.9% +$19.3K
SYF icon
225
Synchrony
SYF
$25.1B
$1.98M 0.05%
27,836
+12,628
+83% +$915K
7 8
9
10 11

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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.