Brighton Jones LLC
- SEC CIK
- 0001360798
- Latest filing
- Aug 11, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 8, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 517
- +43 vs. Q4 2022
- Portfolio value
- $1.76B
- +$91.0M (+5.4%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 3,801,402 | $392.6M | 22.3% | −28,331−0.7% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 650,652 | $187.6M | 10.7% | +15,881+2.5% | Added | History |
| JPMorgan Chase & Co46625H365 | ALERIAN ML ETN | 5,422,523 | $120.3M | 6.8% | −2,105,684−28.0% | Reduced | – |
| AAPLApple Inc. | Stock | 475,451 | $78.4M | 4.5% | +3,153+0.7% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 262,542 | $53.6M | 3.0% | +3,550+1.4% | Added | – |
| iShares Tr464287622 | RUS 1000 ETF | 177,300 | $39.9M | 2.3% | −499−0.3% | Reduced | – |
| TMUST-Mobile US, Inc. | Stock | 185,291 | $26.8M | 1.5% | −824,321−81.6% | Reduced | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 919,607 | $23.4M | 1.3% | +125,694+15.8% | Added | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 99,191 | $23.4M | 1.3% | −1,016−1.0% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 85,556 | $20.9M | 1.2% | +198+0.2% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 44,979 | $18.4M | 1.0% | −215−0.5% | Reduced | History |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 701,538 | $16.9M | 1.0% | +118,941+20.4% | Added | – |
| iShares MSCI Eafe ETF464287465 | ETF | 226,515 | $16.2M | 0.9% | −3,004−1.3% | Reduced | – |
| iShares Russell 2000 ETF464287655 | ETF | 88,333 | $15.8M | 0.9% | +949+1.1% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 36,439 | $15.0M | 0.9% | −1,770−4.6% | Reduced | – |
| Vanguard Total World Stock ETF922042742 | ETF | 162,598 | $15.0M | 0.9% | +9,215+6.0% | Added | – |
| iShares Tr464287150 | CORE S&P TTL STK | 150,239 | $13.6M | 0.8% | −7,617−4.8% | Reduced | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 437,632 | $12.6M | 0.7% | +150,125+52.2% | Added | – |
| TSLATesla, Inc. | Stock | 58,124 | $12.1M | 0.7% | +16,043+38.1% | Added | History |
| SBUXStarbucks Corp | Stock | 114,938 | $12.0M | 0.7% | −3,431−2.9% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 106,869 | $11.7M | 0.7% | +846+0.8% | Added | History |
| GOOGAlphabet Inc. | Stock | 102,571 | $10.7M | 0.6% | +7,232+7.6% | Added | History |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 251,769 | $10.4M | 0.6% | −8,558−3.3% | Reduced | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 373,820 | $10.1M | 0.6% | +62,592+20.1% | Added | – |
| SYYSysco Corp | Stock | 118,245 | $9.13M | 0.5% | +198+0.2% | Added | History |
| GOOGLAlphabet Inc. | Stock | 83,680 | $8.68M | 0.5% | +8,373+11.1% | Added | History |
| NKENIKE, Inc. | Stock | 70,509 | $8.65M | 0.5% | +10,870+18.2% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 26,809 | $8.28M | 0.5% | −70−0.3% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 52,183 | $8.05M | 0.5% | +850+1.7% | Added | History |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 327,643 | $7.73M | 0.4% | +106,883+48.4% | Added | – |
| COSTCostco Wholesale Corp | Stock | 15,086 | $7.50M | 0.4% | −2,432−13.9% | Reduced | History |
| iShares Tr464288273 | EAFE SML CP ETF | 123,624 | $7.36M | 0.4% | −640−0.5% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 22,793 | $7.31M | 0.4% | +389+1.7% | Added | – |
| iShares Russell Midcap ETF464287499 | ETF | 104,245 | $7.29M | 0.4% | −1,730−1.6% | Reduced | – |
| NVDANVIDIA Corp | Stock | 24,553 | $6.82M | 0.4% | +3,934+19.1% | Added | History |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 295,147 | $6.81M | 0.4% | +43,725+17.4% | Added | – |
| UNHUnitedHealth Group Inc | Stock | 14,181 | $6.70M | 0.4% | +2,354+19.9% | Added | History |
| PCARPaccar Inc | COM | 86,603 | $6.34M | 0.4% | +28,948+50.2% | Added | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 33,929 | $6.34M | 0.4% | −221−0.6% | Reduced | – |
| APPAppLovin Corp | COM CL A | 384,036 | $6.05M | 0.3% | +474+0.1% | Added | History |
| HDHome Depot, Inc. | Stock | 18,860 | $5.57M | 0.3% | +211+1.1% | Added | History |
| CRMSalesforce, Inc. | Stock | 27,603 | $5.51M | 0.3% | −1,192−4.1% | Reduced | History |
| ABNBAirbnb, Inc. | Stock | 44,230 | $5.50M | 0.3% | +4,703+11.9% | Added | History |
| JNJJohnson & Johnson | Stock | 35,493 | $5.50M | 0.3% | +3,173+9.8% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 39,750 | $5.49M | 0.3% | +1,151+3.0% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 14,445 | $5.43M | 0.3% | +1,588+12.4% | Added | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 137,808 | $5.33M | 0.3% | −34,072−19.8% | Reduced | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 56,734 | $5.31M | 0.3% | +1,264+2.3% | Added | – |
| METAMeta Platforms, Inc. | Stock | 25,070 | $5.31M | 0.3% | +6,227+33.0% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 24,661 | $5.20M | 0.3% | −54−0.2% | Reduced | – |
| ACNAccenture plc | Stock | 18,154 | $5.19M | 0.3% | +2,599+16.7% | Added | History |
| AMGNAmgen Inc | Stock | 21,215 | $5.13M | 0.3% | +304+1.5% | Added | History |
| RELYRemitly Global, Inc. | COM | 302,189 | $5.12M | 0.3% | −21,141−6.5% | Reduced | History |
| HCPHashiCorp, Inc. | COM CL A | 174,684 | $5.12M | 0.3% | −5,816−3.2% | Reduced | History |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 217,084 | $5.00M | 0.3% | +25,271+13.2% | Added | – |
| INTCIntel Corp | Stock | 146,289 | $4.78M | 0.3% | +1,578+1.1% | Added | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 120,860 | $4.77M | 0.3% | −445−0.4% | Reduced | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 84,956 | $4.69M | 0.3% | −4,415−4.9% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 17,423 | $4.35M | 0.2% | +41+0.2% | Added | – |
| LRCXLam Research Corp | COM | 7,960 | $4.22M | 0.2% | +77+1.0% | Added | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 27,596 | $4.20M | 0.2% | +261+1.0% | Added | – |
| PEPPepsiCo Inc | Stock | 22,803 | $4.16M | 0.2% | +297+1.3% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 31,806 | $4.14M | 0.2% | +664+2.1% | Added | History |
| SOFISoFi Technologies, Inc. | Stock | 674,658 | $4.10M | 0.2% | +662,012+5,235.0% | Added | History |
| ORCLOracle Corp | Stock | 41,675 | $3.87M | 0.2% | +4,294+11.5% | Added | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 23,999 | $3.81M | 0.2% | −762−3.1% | Reduced | – |
| LOWLowes Companies Inc | Stock | 18,714 | $3.74M | 0.2% | +2,069+12.4% | Added | History |
| SEDGSolaredge Technologies, Inc. | COM | 11,864 | $3.61M | 0.2% | −397−3.2% | Reduced | History |
| HONHoneywell International Inc | COM | 18,762 | $3.59M | 0.2% | −3,037−13.9% | Reduced | History |
| BABoeing Co | Stock | 16,674 | $3.54M | 0.2% | −1,187−6.6% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 7 | $3.26M | 0.2% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 85,627 | $3.25M | 0.2% | +3,381+4.1% | Added | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 65,531 | $3.23M | 0.2% | 00.0% | Unchanged | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 9,539 | $3.17M | 0.2% | +175+1.9% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 59,695 | $3.12M | 0.2% | +9,341+18.6% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 68,711 | $3.10M | 0.2% | +7,958+13.1% | Added | – |
| NFLXNetflix Inc | Stock | 8,761 | $3.03M | 0.2% | +4,560+108.5% | Added | History |
| LLYEli Lilly & Co | Stock | 8,576 | $2.95M | 0.2% | +2,330+37.3% | Added | History |
| MRKMerck & Co., Inc. | Stock | 27,276 | $2.90M | 0.2% | −302−1.1% | Reduced | History |
| VVisa Inc. | Stock | 12,799 | $2.89M | 0.2% | −1,493−10.4% | Reduced | History |
| PGProcter & Gamble Co | Stock | 19,170 | $2.85M | 0.2% | +2,244+13.3% | Added | History |
| WMTWalmart Inc. | Stock | 18,861 | $2.78M | 0.2% | −2,344−11.1% | Reduced | History |
| DISWalt Disney Co | Stock | 27,679 | $2.77M | 0.2% | −511−1.8% | Reduced | History |
| CVXChevron Corp | Stock | 16,934 | $2.76M | 0.2% | +819+5.1% | Added | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 42,843 | $2.74M | 0.2% | −100−0.2% | Reduced | – |
| ADBEAdobe Inc. | Stock | 6,806 | $2.62M | 0.1% | +484+7.7% | Added | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 53,100 | $2.57M | 0.1% | +44+0.1% | Added | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 28,204 | $2.57M | 0.1% | +88+0.3% | Added | – |
| HAPNHappen, Inc. | COM NEW | 346,376 | $2.50M | 0.1% | +140,972+68.6% | Added | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 11,006 | $2.50M | 0.1% | −23−0.2% | Reduced | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 18,528 | $2.48M | 0.1% | −227−1.2% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 15,529 | $2.47M | 0.1% | +498+3.3% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 16,028 | $2.47M | 0.1% | −5,001−23.8% | Reduced | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 11,302 | $2.45M | 0.1% | +307+2.8% | Added | – |
| PFEPfizer Inc | Stock | 59,140 | $2.41M | 0.1% | +10,199+20.8% | Added | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 13,798 | $2.30M | 0.1% | +4,961+56.1% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 8,945 | $2.29M | 0.1% | +5,197+138.7% | Added | History |
| iShares Tips Bond ETF464287176 | ETF | 20,715 | $2.28M | 0.1% | +2,036+10.9% | Added | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 46,954 | $2.25M | 0.1% | +9,294+24.7% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 55,004 | $2.22M | 0.1% | −1,590−2.8% | Reduced | – |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| DASHDoorDash, Inc. | Stock | – | $381.4K |
Sold out since Q4 2022 (27)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| SIVBSVB Financial Group | COM | 4,488 | $1.03M | 0.1% | History |
| DASHDoorDash, Inc. | Stock | 9,144 | $446.4K | <0.1% | History |
| SCHWSchwab Charles Corp | Stock | 4,238 | $352.9K | <0.1% | History |
| YUMCYum China Holdings, Inc. | COM | 5,948 | $325.1K | <0.1% | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 8,155 | $304.7K | <0.1% | History |
| UNFIUnited Natural Foods Inc | COM | 7,009 | $271.3K | <0.1% | History |
| METMetlife Inc | Stock | 3,661 | $265.0K | <0.1% | History |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 9,160 | $260.7K | <0.1% | – |
| BENFranklin Templeton Inc | COM | 9,865 | $260.3K | <0.1% | History |
| ASMLASML Holding NV | ADR | 467 | $255.4K | <0.1% | History |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 6,204 | $254.2K | <0.1% | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 4,769 | $240.0K | <0.1% | – |
| iShares Core S&P US Value ETF464287663 | ETF | 3,387 | $239.2K | <0.1% | – |
| CMAComerica Inc | COM | 3,520 | $235.3K | <0.1% | History |
| iShares Tr46435G474 | FALN ANGLS USD | 9,474 | $233.2K | <0.1% | – |
| WPCW. P. Carey Inc. | COM | 2,926 | $228.6K | <0.1% | History |
| CARRCarrier Global Corp | Stock | 5,359 | $221.0K | <0.1% | History |
| PFGPrincipal Financial Group Inc | COM | 2,627 | $220.4K | <0.1% | History |
| CNCCentene Corp | Stock | 2,599 | $213.1K | <0.1% | History |
| VMWVmware LLC | CL A COM | 1,717 | $210.8K | <0.1% | History |
| DEODiageo PLC | SPON ADR NEW | 1,167 | $207.9K | <0.1% | History |
| RJFRaymond James Financial Inc | COM | 1,939 | $207.2K | <0.1% | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,034 | $202.5K | <0.1% | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 5,475 | $202.2K | <0.1% | – |
| DOCHealthpeak Properties, Inc. | COM | 8,055 | $201.9K | <0.1% | History |
| Social Leverage Acquisn Corp83363K102 | COM CL A | 10,000 | $100.3K | <0.1% | – |
| VIEWView, Inc. | COM CL A | 30,131 | $29.1K | <0.1% | History |