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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
AMZN icon
1
Amazon
AMZN
$2.66T
$867M 20.79%
3,948,787
+86,045
+2% +$19.5M
MSFT icon
2
Microsoft
MSFT
$2.93T
$368M 8.83%
710,647
-18,046
-2% -$9.21M
AAPL icon
3
Apple
AAPL
$4.9T
$136M 3.26%
533,728
+3,258
+0.6% +$736K
VTI icon
4
Vanguard Total Stock Market ETF
VTI
$658B
$96.6M 2.32%
294,473
+16,008
+6% +$5.06M
NVDA icon
5
NVIDIA
NVDA
$4.91T
$88.2M 2.12%
472,894
+32,599
+7% +$5.68M
DFAC icon
6
Dimensional US Core Equity 2 ETF
DFAC
$47.4B
$74.4M 1.78%
1,928,340
+26,715
+1% +$997K
DFGR icon
7
Dimensional Global Real Estate ETF
DFGR
$3.84B
$65.5M 1.57%
2,399,150
+180,142
+8% +$4.88M
IWB icon
8
iShares Russell 1000 ETF
IWB
$48B
$64.7M 1.55%
176,984
-814
-0.5% -$287K
DFIC icon
9
Dimensional International Core Equity 2 ETF
DFIC
$14.4B
$64.4M 1.54%
1,964,252
+80,341
+4% +$2.56M
DCOR icon
10
Dimensional US Core Equity 1 ETF
DCOR
$3.27B
$56.9M 1.37%
791,258
+146,288
+23% +$10.2M
DFAI
11
Dimensional International Core Equity Market ETF
DFAI
$17B
$49.9M 1.2%
1,373,422
+112,441
+9% +$3.98M
TSLA icon
12
Tesla
TSLA
$1.43T
$48.5M 1.16%
109,017
+22,620
+26% +$7.85M
DFAU icon
13
Dimensional US Core Equity Market ETF
DFAU
$12.3B
$44.7M 1.07%
977,428
+16,155
+2% +$712K
VT icon
14
Vanguard Total World Stock ETF
VT
$76.6B
$41.3M 0.99%
299,674
+10,275
+4% +$1.37M
GOOG icon
15
Alphabet (Google) Class C
GOOG
$4.22T
$41.2M 0.99%
169,207
+51,521
+44% +$10.8M
SPY icon
16
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$38.5M 0.92%
57,743
-60
-0.1% -$38.5K
IWF icon
17
iShares Russell 1000 Growth ETF
IWF
$123B
$38.4M 0.92%
328,292
-6,028
-2% -$671K
VGSR icon
18
Vert Global Sustainable Real Estate ETF
VGSR
$539M
$36.7M 0.88%
3,445,901
+171,753
+5% +$1.81M
TMUS icon
19
T-Mobile US
TMUS
$208B
$35.9M 0.86%
150,121
-4,788
-3% -$1.16M
DFEM icon
20
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.76B
$32.9M 0.79%
1,025,394
+60,091
+6% +$1.85M
IVV icon
21
iShares Core S&P 500 ETF
IVV
$881B
$31.3M 0.75%
46,836
+842
+2% +$542K
IWV icon
22
iShares Russell 3000 ETF
IWV
$19.6B
$31.2M 0.75%
82,343
-1,010
-1% -$368K
META icon
23
Meta Platforms (Facebook)
META
$1.64T
$29.3M 0.7%
39,940
+853
+2% +$635K
GOOGL icon
24
Alphabet (Google) Class A
GOOGL
$4.23T
$28.2M 0.68%
115,949
+3,664
+3% +$767K
ORCL icon
25
Oracle
ORCL
$364B
$26.5M 0.64%
94,185
+15,567
+20% +$3.96M
1
2 3 4 5

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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.