Brighton Jones LLC
- SEC CIK
- 0001360798
- Latest filing
- Aug 11, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Mar 4, 2025. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 634
- +4 vs. Q1 2024
- Portfolio value
- $3.03B
- +$255.2M (+9.2%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 4,006,146 | $774.2M | 25.6% | +32,903+0.8% | Added | History |
| MSFTMicrosoft Corp | Stock | 912,235 | $407.7M | 13.5% | +31,764+3.6% | Added | History |
| AAPLApple Inc. | Stock | 522,769 | $110.1M | 3.6% | +8,660+1.7% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 287,614 | $76.9M | 2.5% | −1160.0% | Reduced | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,685,000 | $54.3M | 1.8% | +114,332+7.3% | Added | – |
| iShares Tr464287622 | RUS 1000 ETF | 180,567 | $53.7M | 1.8% | −1,036−0.6% | Reduced | – |
| NVDANVIDIA Corp | Stock | 336,749 | $41.6M | 1.4% | −7,261−2.1% | ReducedConverted for a 10-for-1 split | History |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 1,647,569 | $41.2M | 1.4% | +252,171+18.1% | Added | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,436,691 | $37.8M | 1.2% | +100,932+7.6% | Added | – |
| ORCLOracle Corp | Stock | 266,931 | $37.7M | 1.2% | +111,324+71.5% | Added | History |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 987,828 | $37.0M | 1.2% | +72,080+7.9% | Added | – |
| TMUST-Mobile US, Inc. | Stock | 205,011 | $36.1M | 1.2% | −60,056−22.7% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 88,372 | $32.2M | 1.1% | +236+0.3% | Added | – |
| PFEPfizer Inc | Stock | 1,101,586 | $30.8M | 1.0% | +979,310+800.9% | Added | History |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 2,978,220 | $28.8M | 1.0% | +185,155+6.6% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 51,435 | $28.0M | 0.9% | +2,147+4.4% | Added | History |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 941,322 | $27.9M | 0.9% | +156,759+20.0% | Added | – |
| Vanguard Total World Stock ETF922042742 | ETF | 240,732 | $27.1M | 0.9% | +12,847+5.6% | Added | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 85,976 | $26.5M | 0.9% | −1,083−1.2% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 123,777 | $22.7M | 0.7% | −1,259−1.0% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 39,056 | $21.4M | 0.7% | −128−0.3% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 112,961 | $20.6M | 0.7% | +3,323+3.0% | Added | History |
| METAMeta Platforms, Inc. | Stock | 40,351 | $20.3M | 0.7% | +3,276+8.8% | Added | History |
| BRK.ABerkshire Hathaway Inc | CL A | 31 | $19.0M | 0.6% | +24+342.9% | Added | History |
| iShares MSCI Eafe ETF464287465 | ETF | 237,746 | $18.6M | 0.6% | +4,634+2.0% | Added | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 689,273 | $18.4M | 0.6% | +79,294+13.0% | Added | – |
| iShares Tr464287150 | CORE S&P TTL STK | 151,936 | $18.0M | 0.6% | −332−0.2% | Reduced | – |
| iShares Russell 2000 ETF464287655 | ETF | 86,764 | $17.6M | 0.6% | +135+0.2% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 148,316 | $17.1M | 0.6% | +1,935+1.3% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 33,725 | $16.9M | 0.6% | −375−1.1% | Reduced | – |
| NKENIKE, Inc. | Stock | 223,044 | $16.8M | 0.6% | +20,353+10.0% | Added | History |
| APPAppLovin Corp | COM CL A | 195,631 | $16.3M | 0.5% | −55,492−22.1% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 39,926 | $16.2M | 0.5% | +2,948+8.0% | Added | History |
| COSTCostco Wholesale Corp | Stock | 18,950 | $16.1M | 0.5% | +346+1.9% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 33,464 | $16.0M | 0.5% | +4,179+14.3% | Added | – |
| TSLATesla, Inc. | Stock | 80,872 | $16.0M | 0.5% | +8,343+11.5% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 26,302 | $13.4M | 0.4% | +8,458+47.4% | Added | History |
| ABNBAirbnb, Inc. | Stock | 88,089 | $13.4M | 0.4% | −70.0% | Reduced | History |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 488,779 | $12.4M | 0.4% | +52,130+11.9% | Added | – |
| IOTSamsara Inc. | Stock | 365,576 | $12.3M | 0.4% | +365,576 | New | History |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 294,491 | $12.2M | 0.4% | +3,875+1.3% | Added | – |
| SBUXStarbucks Corp | Stock | 154,017 | $12.0M | 0.4% | +5,715+3.9% | Added | History |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 437,956 | $11.3M | 0.4% | +44,269+11.2% | Added | – |
| DLRDigital Realty Trust, Inc. | COM | 71,174 | $10.8M | 0.4% | −146−0.2% | Reduced | History |
| LLYEli Lilly & Co | Stock | 11,497 | $10.4M | 0.3% | +49+0.4% | Added | History |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 164,837 | $9.81M | 0.3% | +55,915+51.3% | Added | – |
| SNOWSnowflake Inc. | Stock | 72,545 | $9.80M | 0.3% | −8,640−10.6% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 46,668 | $9.44M | 0.3% | +4,897+11.7% | Added | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 37,704 | $9.41M | 0.3% | −215−0.6% | Reduced | – |
| PCARPaccar Inc | COM | 88,125 | $9.07M | 0.3% | −50−0.1% | Reduced | History |
| iShares Russell Midcap ETF464287499 | ETF | 100,505 | $8.15M | 0.3% | −2,974−2.9% | Reduced | – |
| HDHome Depot, Inc. | Stock | 23,069 | $7.94M | 0.3% | +748+3.4% | Added | History |
| SYYSysco Corp | Stock | 108,588 | $7.75M | 0.3% | +143+0.1% | Added | History |
| AMGNAmgen Inc | Stock | 23,778 | $7.43M | 0.2% | −250−1.0% | Reduced | History |
| JNJJohnson & Johnson | Stock | 49,470 | $7.23M | 0.2% | +13,078+35.9% | Added | History |
| ALKAlaska Air Group, Inc. | COM | 178,466 | $7.21M | 0.2% | +26,601+17.5% | Added | History |
| iShares Tr464288273 | EAFE SML CP ETF | 116,934 | $7.21M | 0.2% | +258+0.2% | Added | – |
| NFLXNetflix Inc | Stock | 10,356 | $6.99M | 0.2% | −35−0.3% | Reduced | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 37,738 | $6.58M | 0.2% | +4,568+13.8% | Added | – |
| CRMSalesforce, Inc. | Stock | 25,525 | $6.56M | 0.2% | −1,804−6.6% | Reduced | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 40,793 | $6.54M | 0.2% | +573+1.4% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 130,730 | $6.46M | 0.2% | +5,938+4.8% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 16,886 | $6.32M | 0.2% | +285+1.7% | Added | – |
| CMCSAComcast Corp | Stock | 156,476 | $6.13M | 0.2% | −26,256−14.4% | Reduced | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 101,428 | $6.12M | 0.2% | +2,726+2.8% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 24,313 | $5.89M | 0.2% | −1,403−5.5% | Reduced | – |
| ACNAccenture plc | Stock | 18,957 | $5.75M | 0.2% | +840+4.6% | Added | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 53,847 | $5.51M | 0.2% | +386+0.7% | Added | – |
| WMTWalmart Inc. | Stock | 80,261 | $5.43M | 0.2% | +5,008+6.7% | Added | History |
| INTCIntel Corp | Stock | 172,185 | $5.33M | 0.2% | +6,404+3.9% | Added | History |
| UBERUber Technologies, Inc | Stock | 70,702 | $5.14M | 0.2% | +13,956+24.6% | Added | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 80,764 | $5.08M | 0.2% | +23,887+42.0% | Added | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 118,628 | $5.05M | 0.2% | +2,870+2.5% | Added | – |
| SOFISoFi Technologies, Inc. | Stock | 723,985 | $4.79M | 0.2% | +9,610+1.3% | Added | History |
| PGProcter & Gamble Co | Stock | 29,006 | $4.78M | 0.2% | +838+3.0% | Added | History |
| PEPPepsiCo Inc | Stock | 27,806 | $4.59M | 0.2% | +1,655+6.3% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 28,265 | $4.58M | 0.2% | +4,404+18.5% | Added | History |
| ADBEAdobe Inc. | Stock | 8,126 | $4.51M | 0.1% | +142+1.8% | Added | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 48,748 | $4.51M | 0.1% | +482+1.0% | Added | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 24,249 | $4.43M | 0.1% | −224−0.9% | Reduced | – |
| RELYRemitly Global, Inc. | COM | 365,009 | $4.42M | 0.1% | +940.0% | Added | History |
| LOWLowes Companies Inc | Stock | 19,503 | $4.30M | 0.1% | +279+1.5% | Added | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 10,955 | $4.28M | 0.1% | +48+0.4% | Added | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 71,342 | $4.22M | 0.1% | +1,449+2.1% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 69,984 | $4.10M | 0.1% | +3,499+5.3% | Added | – |
| ISRGIntuitive Surgical Inc | COM NEW | 9,158 | $4.07M | 0.1% | −156−1.7% | Reduced | History |
| BABoeing Co | Stock | 22,102 | $4.02M | 0.1% | +1,631+8.0% | Added | History |
| AVGOBroadcom Inc. | Stock | 2,480 | $3.98M | 0.1% | +133+5.7% | Added | History |
| MRKMerck & Co., Inc. | Stock | 31,742 | $3.93M | 0.1% | +346+1.1% | Added | History |
| VVisa Inc. | Stock | 14,857 | $3.90M | 0.1% | +1,007+7.3% | Added | History |
| CVXChevron Corp | Stock | 24,672 | $3.86M | 0.1% | +1,581+6.8% | Added | History |
| HAPNHappen, Inc. | COM NEW | 454,817 | $3.85M | 0.1% | 00.0% | Unchanged | History |
| HONHoneywell International Inc | COM | 17,919 | $3.83M | 0.1% | +109+0.6% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 15,954 | $3.61M | 0.1% | +1,726+12.1% | Added | – |
| BACBank of America Corp | Stock | 89,855 | $3.57M | 0.1% | −450−0.5% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 19,721 | $3.38M | 0.1% | +477+2.5% | Added | History |
| COMPCompass, Inc. | CL A | 939,320 | $3.38M | 0.1% | 00.0% | Unchanged | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 18,523 | $3.38M | 0.1% | +459+2.5% | Added | – |
| FSBCFive Star Bancorp | COM | 140,941 | $3.33M | 0.1% | −1,714−1.2% | Reduced | History |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 92,456 | $3.22M | 0.1% | +6,444+7.5% | Added | – |
Sold out since Q1 2024 (40)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| MROMarathon Oil Corp | COM | 39,689 | $1.12M | <0.1% | History |
| JPMorgan Chase & Co46625H365 | ALERIAN ML ETN | 27,337 | $778.8K | <0.1% | – |
| UEUrban Edge Properties | COM | 25,523 | $440.8K | <0.1% | History |
| PXDPioneer Natural Resources Co | COM | 1,431 | $375.7K | <0.1% | History |
| MCOMoodys Corp | Stock | 815 | $320.3K | <0.1% | History |
| LULUlululemon athletica inc. | Stock | 730 | $285.4K | <0.1% | History |
| SPGSimon Property Group Inc. | REIT | 1,786 | $279.5K | <0.1% | History |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 4,634 | $274.5K | <0.1% | – |
| BDXBecton Dickinson & Co | Stock | 1,060 | $262.2K | <0.1% | History |
| EPAMEPAM Systems, Inc. | COM | 938 | $259.0K | <0.1% | History |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 14,443 | $258.7K | <0.1% | – |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 8,609 | $245.8K | <0.1% | – |
| CDWCDW Corp | COM | 927 | $237.2K | <0.1% | History |
| Global X FDS37954Y673 | US INFR DEV ETF | 5,952 | $237.0K | <0.1% | – |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 5,486 | $225.3K | <0.1% | – |
| AIZAssurant, Inc. | Stock | 1,175 | $221.2K | <0.1% | History |
| TEXTerex Corp | Stock | 3,424 | $220.5K | <0.1% | History |
| CTRACoterra Energy Inc. | Stock | 7,885 | $219.8K | <0.1% | History |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 1,952 | $217.8K | <0.1% | – |
| AONAon plc | CL A | 651 | $217.2K | <0.1% | History |
| RYNRayonier Inc | COM | 6,491 | $215.8K | <0.1% | History |
| EXCExelon Corp | Stock | 5,740 | $215.7K | <0.1% | History |
| DEODiageo PLC | SPON ADR NEW | 1,434 | $213.2K | <0.1% | History |
| ARK Innovation ETF00214Q104 | ETF | 4,213 | $211.0K | <0.1% | – |
| DBXDropbox, Inc. | CL A | 8,621 | $209.5K | <0.1% | History |
| IMNMImmunome Inc. | COM | 8,477 | $209.2K | <0.1% | History |
| BPBP PLC | ADR | 5,523 | $208.1K | <0.1% | History |
| CCICrown Castle Inc. | REIT | 1,943 | $205.6K | <0.1% | History |
| FBINFortune Brands Innovations, Inc. | COM | 2,419 | $204.8K | <0.1% | History |
| TXG10x Genomics, Inc. | CL A COM | 5,395 | $202.5K | <0.1% | History |
| LVSLas Vegas Sands Corp | COM | 3,890 | $201.1K | <0.1% | History |
| JCIJohnson Controls International plc | Stock | 3,077 | $201.0K | <0.1% | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 2,208 | $200.7K | <0.1% | History |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 3,424 | $200.5K | <0.1% | – |
| LWLamb Weston Holdings, Inc. | Stock | 1,878 | $200.1K | <0.1% | History |
| RUNSunrun Inc. | COM | 11,145 | $146.9K | <0.1% | History |
| PLUGPlug Power Inc | Stock | 37,847 | $130.2K | <0.1% | History |
| EVGOEVgo Inc. | CL A COM | 34,617 | $86.9K | <0.1% | History |
| RIGLRigel Pharmaceuticals Inc | COM NEW | 19,000 | $28.1K | <0.1% | History |
| ZHZhihu Inc. | ADS | 10,000 | $6.84K | <0.1% | History |