Brighton Jones LLC
- SEC CIK
- 0001360798
- Latest filing
- Aug 11, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 3, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 474
- +8 vs. Q3 2022
- Portfolio value
- $1.67B
- −$35.0M (−2.1%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 3,829,733 | $321.7M | 19.3% | +109,315+2.9% | Added | History |
| JPMorgan Chase & Co46625H365 | ALERIAN ML ETN | 7,528,207 | $163.7M | 9.8% | −382,509−4.8% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 634,771 | $152.2M | 9.1% | −40,446−6.0% | Reduced | History |
| TMUST-Mobile US, Inc. | Stock | 1,009,612 | $141.3M | 8.5% | −897−0.1% | Reduced | History |
| AAPLApple Inc. | Stock | 472,298 | $61.4M | 3.7% | +27,018+6.1% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 258,992 | $49.5M | 3.0% | −5,466−2.1% | Reduced | – |
| iShares Tr464287622 | RUS 1000 ETF | 177,799 | $37.4M | 2.2% | −4,204−2.3% | Reduced | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 100,207 | $22.1M | 1.3% | −6,095−5.7% | Reduced | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 793,913 | $19.3M | 1.2% | +119,078+17.6% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 85,358 | $18.3M | 1.1% | −2,304−2.6% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 45,194 | $17.3M | 1.0% | −4,754−9.5% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 87,384 | $15.2M | 0.9% | −1,201−1.4% | Reduced | – |
| iShares MSCI Eafe ETF464287465 | ETF | 229,519 | $15.1M | 0.9% | −15,395−6.3% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 38,209 | $14.7M | 0.9% | +1,014+2.7% | Added | – |
| iShares Tr464287150 | CORE S&P TTL STK | 157,856 | $13.4M | 0.8% | +2,895+1.9% | Added | – |
| Vanguard Total World Stock ETF922042742 | ETF | 153,383 | $13.2M | 0.8% | +4,431+3.0% | Added | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 582,597 | $13.0M | 0.8% | +349,842+150.3% | Added | – |
| SBUXStarbucks Corp | Stock | 118,369 | $11.7M | 0.7% | −1,646−1.4% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 106,023 | $11.7M | 0.7% | −6,993−6.2% | Reduced | History |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 260,327 | $10.6M | 0.6% | +39,859+18.1% | Added | – |
| SYYSysco Corp | Stock | 118,047 | $9.02M | 0.5% | −8,799−6.9% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 95,339 | $8.46M | 0.5% | +3,714+4.1% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 26,879 | $8.30M | 0.5% | −672−2.4% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 17,518 | $8.00M | 0.5% | +622+3.7% | Added | History |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 311,228 | $7.79M | 0.5% | −7,559−2.4% | Reduced | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 287,507 | $7.77M | 0.5% | +69,092+31.6% | Added | – |
| SNOWSnowflake Inc. | Stock | 51,333 | $7.37M | 0.4% | +12,580+32.5% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 105,975 | $7.15M | 0.4% | −1,748−1.6% | Reduced | – |
| iShares Tr464288273 | EAFE SML CP ETF | 124,264 | $7.02M | 0.4% | −1,530−1.2% | Reduced | – |
| NKENIKE, Inc. | Stock | 59,639 | $6.98M | 0.4% | −3,005−4.8% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 75,307 | $6.64M | 0.4% | −1,365−1.8% | Reduced | History |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 171,880 | $6.54M | 0.4% | −28,520−14.2% | Reduced | – |
| UNHUnitedHealth Group Inc | Stock | 11,827 | $6.27M | 0.4% | +1,266+12.0% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 22,404 | $5.97M | 0.4% | −4,404−16.4% | Reduced | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 34,150 | $5.95M | 0.4% | +192+0.6% | Added | – |
| HDHome Depot, Inc. | Stock | 18,649 | $5.89M | 0.4% | +501+2.8% | Added | History |
| JNJJohnson & Johnson | Stock | 32,320 | $5.71M | 0.3% | +773+2.5% | Added | History |
| PCARPaccar Inc | COM | 57,655 | $5.71M | 0.3% | −129−0.2% | Reduced | History |
| AMGNAmgen Inc | Stock | 20,911 | $5.49M | 0.3% | −317−1.5% | Reduced | History |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 251,422 | $5.43M | 0.3% | +44,881+21.7% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 38,599 | $5.42M | 0.3% | −419−1.1% | Reduced | – |
| TSLATesla, Inc. | Stock | 42,081 | $5.18M | 0.3% | −4,530−9.7% | Reduced | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 24,715 | $5.04M | 0.3% | −50.0% | Reduced | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 220,760 | $4.96M | 0.3% | +182,185+472.3% | Added | – |
| HCPHashiCorp, Inc. | COM CL A | 180,500 | $4.93M | 0.3% | −564−0.3% | Reduced | History |
| HONHoneywell International Inc | COM | 21,799 | $4.67M | 0.3% | +13,625+166.7% | Added | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 55,470 | $4.65M | 0.3% | +36+0.1% | Added | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 89,371 | $4.62M | 0.3% | +2,812+3.2% | Added | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 121,305 | $4.60M | 0.3% | +1,304+1.1% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 12,857 | $4.52M | 0.3% | −287−2.2% | Reduced | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 191,813 | $4.21M | 0.3% | +10,414+5.7% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 31,142 | $4.18M | 0.3% | −2,715−8.0% | Reduced | History |
| ACNAccenture plc | Stock | 15,555 | $4.15M | 0.2% | −119−0.8% | Reduced | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 27,335 | $4.15M | 0.2% | −862−3.1% | Reduced | – |
| PEPPepsiCo Inc | Stock | 22,506 | $4.07M | 0.2% | +4,151+22.6% | Added | History |
| APPAppLovin Corp | COM CL A | 383,562 | $4.04M | 0.2% | +1,560+0.4% | Added | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 24,761 | $3.93M | 0.2% | +1,429+6.1% | Added | – |
| INTCIntel Corp | Stock | 144,711 | $3.82M | 0.2% | −2,703−1.8% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 28,795 | $3.82M | 0.2% | −504−1.7% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 17,382 | $3.70M | 0.2% | −413−2.3% | Reduced | – |
| RELYRemitly Global, Inc. | COM | 323,330 | $3.70M | 0.2% | +154,325+91.3% | Added | History |
| SEDGSolaredge Technologies, Inc. | COM | 12,261 | $3.47M | 0.2% | −40.0% | Reduced | History |
| BABoeing Co | Stock | 17,861 | $3.40M | 0.2% | −652−3.5% | Reduced | History |
| ABNBAirbnb, Inc. | Stock | 39,527 | $3.38M | 0.2% | −60.0% | Reduced | History |
| LOWLowes Companies Inc | Stock | 16,645 | $3.32M | 0.2% | −1,577−8.7% | Reduced | History |
| LRCXLam Research Corp | COM | 7,883 | $3.31M | 0.2% | +9+0.1% | Added | History |
| BRK.ABerkshire Hathaway Inc | CL A | 7 | $3.28M | 0.2% | −1−12.5% | Reduced | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 21,029 | $3.19M | 0.2% | +4,056+23.9% | Added | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 65,531 | $3.11M | 0.2% | +1,149+1.8% | Added | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 9,364 | $3.10M | 0.2% | +188+2.0% | Added | History |
| MRKMerck & Co., Inc. | Stock | 27,578 | $3.06M | 0.2% | +533+2.0% | Added | History |
| ORCLOracle Corp | Stock | 37,381 | $3.06M | 0.2% | −719−1.9% | Reduced | History |
| NVDANVIDIA Corp | Stock | 20,619 | $3.01M | 0.2% | +1,631+8.6% | Added | History |
| WMTWalmart Inc. | Stock | 21,205 | $3.01M | 0.2% | +10,092+90.8% | Added | History |
| VVisa Inc. | Stock | 14,292 | $2.97M | 0.2% | −1,592−10.0% | Reduced | History |
| CVXChevron Corp | Stock | 16,115 | $2.89M | 0.2% | −2,030−11.2% | Reduced | History |
| CMCSAComcast Corp | Stock | 82,246 | $2.88M | 0.2% | −15,635−16.0% | Reduced | History |
| PGProcter & Gamble Co | Stock | 16,926 | $2.57M | 0.2% | +1,157+7.3% | Added | History |
| BACBank of America Corp | Stock | 77,193 | $2.56M | 0.2% | +964+1.3% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 60,753 | $2.55M | 0.2% | −401−0.7% | Reduced | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 18,755 | $2.54M | 0.2% | +783+4.4% | Added | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 42,943 | $2.51M | 0.2% | −263−0.6% | Reduced | – |
| PFEPfizer Inc | Stock | 48,941 | $2.51M | 0.2% | +219+0.4% | Added | History |
| DISWalt Disney Co | Stock | 28,190 | $2.45M | 0.1% | −3,506−11.1% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 15,031 | $2.43M | 0.1% | +167+1.1% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 50,354 | $2.40M | 0.1% | −17,010−25.3% | Reduced | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 53,056 | $2.40M | 0.1% | −447−0.8% | Reduced | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 11,029 | $2.37M | 0.1% | −492−4.3% | Reduced | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 28,116 | $2.35M | 0.1% | −3,526−11.1% | Reduced | – |
| LLYEli Lilly & Co | Stock | 6,246 | $2.29M | 0.1% | −186−2.9% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 18,843 | $2.27M | 0.1% | +129+0.7% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 56,594 | $2.21M | 0.1% | −748−1.3% | Reduced | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 10,995 | $2.20M | 0.1% | +309+2.9% | Added | – |
| KOCoca Cola Co | Stock | 34,611 | $2.20M | 0.1% | +1,060+3.2% | Added | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 11,949 | $2.15M | 0.1% | +782+7.0% | Added | – |
| GLDSPDR Gold Trust | ETF | 12,576 | $2.13M | 0.1% | −1,688−11.8% | Reduced | History |
| ADBEAdobe Inc. | Stock | 6,322 | $2.13M | 0.1% | −521−7.6% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 4,063 | $2.08M | 0.1% | −571−12.3% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 9,819 | $2.03M | 0.1% | +917+10.3% | Added | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 19,301 | $2.03M | 0.1% | −453−2.3% | Reduced | – |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q3 2022 (49)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| AVLRAvalara, Inc. | COM | 24,448 | $2.24M | 0.1% | History |
| iShares Tr46434V407 | 0-5YR HI YL CP | 14,267 | $570.0K | <0.1% | – |
| APTVAptiv PLC | SHS | 6,689 | $523.0K | <0.1% | History |
| ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund | COM | 37,961 | $499.0K | <0.1% | History |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 12,212 | $485.0K | <0.1% | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 13,038 | $455.0K | <0.1% | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 9,290 | $449.0K | <0.1% | – |
| ESRTEmpire State Realty Trust, Inc. | CL A | 57,750 | $379.0K | <0.1% | History |
| NETCloudflare, Inc. | CL A COM | 6,231 | $345.0K | <0.1% | History |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 5,803 | $335.0K | <0.1% | – |
| CPRTCopart Inc | COM | 3,055 | $325.0K | <0.1% | History |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 5,315 | $310.0K | <0.1% | – |
| MUMicron Technology Inc | Stock | 6,036 | $302.0K | <0.1% | History |
| ARK Innovation ETF00214Q104 | ETF | 7,363 | $278.0K | <0.1% | – |
| KKRKKR & Co. Inc. | COM | 6,459 | $278.0K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 7,823 | $274.0K | <0.1% | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 13,599 | $269.0K | <0.1% | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 5,123 | $267.0K | <0.1% | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 5,237 | $250.0K | <0.1% | – |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 3,830 | $250.0K | <0.1% | History |
| SGENSeagen Inc. | COM | 1,809 | $248.0K | <0.1% | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,186 | $246.0K | <0.1% | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 5,108 | $246.0K | <0.1% | – |
| CMGChipotle Mexican Grill Inc | COM | 158 | $237.0K | <0.1% | History |
| ECLEcolab Inc. | Stock | 1,610 | $233.0K | <0.1% | History |
| TWTRTwitter, Inc. | COM | 5,277 | $231.0K | <0.1% | History |
| TEAMAtlassian Corp | CL A | 1,084 | $228.0K | <0.1% | History |
| iShares Core High Dividend ETF46429B663 | ETF | 2,477 | $226.0K | <0.1% | – |
| ALBAlbemarle Corp | Stock | 843 | $223.0K | <0.1% | History |
| CTSHCognizant Technology Solutions Corp | CL A | 3,837 | $220.0K | <0.1% | History |
| EIXEdison International | Stock | 3,857 | $218.0K | <0.1% | History |
| BIIBBiogen Inc. | COM | 809 | $216.0K | <0.1% | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 2,659 | $216.0K | <0.1% | – |
| FFBCFirst Financial Bancorp | COM | 10,161 | $214.0K | <0.1% | History |
| iShares Tr46435U853 | BROAD USD HIGH | 6,202 | $208.0K | <0.1% | – |
| HASHasbro, Inc. | COM | 3,036 | $205.0K | <0.1% | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 2,742 | $204.0K | <0.1% | – |
| EWEdwards Lifesciences Corp | Stock | 2,462 | $203.0K | <0.1% | History |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 24,859 | $188.0K | <0.1% | History |
| NIONIO Inc. | ADR | 10,761 | $170.0K | <0.1% | History |
| Clarim Acquisition Corp18049C207 | UNIT 99/99/9999 | 10,000 | $99.0K | <0.1% | – |
| NAUTNautilus Biotechnology, Inc. | COM | 43,961 | $93.0K | <0.1% | History |
| IHTInnsuites Hospitality Trust | SH BEN INT | 43,352 | $83.0K | <0.1% | History |
| Two Harbors Investment Corp.90187B408 | COM NEW | 10,482 | $35.0K | <0.1% | – |
| GTBPGT Biopharma, Inc. | COM NEW | 11,689 | $21.0K | <0.1% | History |
| CORZCore Scientific, Inc. | COMMON STOCK | 11,737 | $15.0K | <0.1% | History |
| DOLEDole plc | ORD SHS | 10,000 | $10.0K | <0.1% | History |
| VBIVVBI Vaccines Inc/BC | COM NEW | 10,000 | $7.00K | <0.1% | History |
| MTNBMatinas BioPharma Holdings, Inc. | COM | 10,000 | $6.00K | <0.1% | History |