Brighton Jones LLC
- SEC CIK
- 0001360798
- Latest filing
- Aug 11, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Mar 4, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 683
- +104 vs. Q3 2024
- Portfolio value
- $3.46B
- +$801.4M (+30.1%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 4,036,091 | $885.5M | 25.6% | +397,007+10.9% | Added | History |
| MSFTMicrosoft Corp | Stock | 1,040,807 | $438.7M | 12.7% | +393,259+60.7% | Added | History |
| AAPLApple Inc. | Stock | 537,314 | $134.6M | 3.9% | +69,207+14.8% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 315,164 | $91.3M | 2.6% | +54,372+20.8% | Added | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,749,670 | $60.5M | 1.7% | +225,501+14.8% | Added | – |
| iShares Tr464287622 | RUS 1000 ETF | 182,541 | $58.8M | 1.7% | +6,006+3.4% | Added | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 1,997,000 | $51.0M | 1.5% | +246,429+14.1% | Added | – |
| TMUST-Mobile US, Inc. | Stock | 203,814 | $45.0M | 1.3% | +44,653+28.1% | Added | History |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,696,149 | $43.8M | 1.3% | +199,202+13.3% | Added | – |
| NVDANVIDIA Corp | Stock | 324,901 | $43.6M | 1.3% | +35,815+12.4% | Added | History |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 989,254 | $40.1M | 1.2% | +98,296+11.0% | Added | – |
| TSLATesla, Inc. | Stock | 87,929 | $35.5M | 1.0% | +9,293+11.8% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 85,512 | $34.3M | 1.0% | −3,661−4.1% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 58,481 | $34.3M | 1.0% | +2,664+4.8% | Added | History |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 3,175,680 | $32.1M | 0.9% | +216,935+7.3% | Added | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,073,196 | $31.3M | 0.9% | +188,084+21.2% | Added | – |
| Vanguard Total World Stock ETF922042742 | ETF | 255,365 | $30.0M | 0.9% | +16,344+6.8% | Added | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 85,443 | $28.6M | 0.8% | −323−0.4% | Reduced | – |
| ORCLOracle Corp | Stock | 153,580 | $25.6M | 0.7% | +100,494+189.3% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 39,685 | $23.4M | 0.7% | −1,687−4.1% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 120,253 | $22.9M | 0.7% | +6,410+5.6% | Added | History |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 349,827 | $22.4M | 0.6% | +104,046+42.3% | Added | – |
| UNHUnitedHealth Group Inc | Stock | 44,249 | $22.4M | 0.6% | +28,231+176.2% | Added | History |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 843,054 | $22.1M | 0.6% | +135,562+19.2% | Added | – |
| BRK.ABerkshire Hathaway Inc | CL A | 31 | $21.1M | 0.6% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 110,330 | $20.9M | 0.6% | +4,110+3.9% | Added | History |
| METAMeta Platforms, Inc. | Stock | 34,551 | $20.2M | 0.6% | +570+1.7% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 38,348 | $19.6M | 0.6% | +4,989+15.0% | Added | – |
| iShares Tr464287150 | CORE S&P TTL STK | 152,297 | $19.6M | 0.6% | +6,661+4.6% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 87,732 | $19.4M | 0.6% | +2,221+2.6% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 34,524 | $18.6M | 0.5% | +2,112+6.5% | Added | – |
| COSTCostco Wholesale Corp | Stock | 19,825 | $18.2M | 0.5% | +2,172+12.3% | Added | History |
| iShares MSCI Eafe ETF464287465 | ETF | 236,460 | $17.9M | 0.5% | +11,902+5.3% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 39,351 | $17.8M | 0.5% | −1,315−3.2% | Reduced | History |
| PFEPfizer Inc | Stock | 666,318 | $17.7M | 0.5% | +618,117+1,282.4% | Added | History |
| SBUXStarbucks Corp | Stock | 176,722 | $16.1M | 0.5% | +81,952+86.5% | Added | History |
| NKENIKE, Inc. | Stock | 202,411 | $15.3M | 0.4% | +160,980+388.5% | Added | History |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 355,538 | $15.2M | 0.4% | +140,482+65.3% | Added | – |
| APPAppLovin Corp | COM CL A | 44,889 | $14.5M | 0.4% | −30,689−40.6% | Reduced | History |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 568,757 | $14.1M | 0.4% | +45,872+8.8% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 129,740 | $14.0M | 0.4% | −994−0.8% | Reduced | History |
| IOTSamsara Inc. | Stock | 308,168 | $13.5M | 0.4% | +308,168 | New | History |
| DLRDigital Realty Trust, Inc. | COM | 70,512 | $12.5M | 0.4% | −496−0.7% | Reduced | History |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 487,353 | $12.4M | 0.4% | +73,906+17.9% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 48,732 | $11.7M | 0.3% | +4,841+11.0% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 243,622 | $11.6M | 0.3% | +107,649+79.2% | Added | – |
| SOFISoFi Technologies, Inc. | Stock | 719,288 | $11.1M | 0.3% | +14,281+2.0% | Added | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 40,037 | $10.8M | 0.3% | +21,781+119.3% | Added | – |
| HDHome Depot, Inc. | Stock | 26,918 | $10.5M | 0.3% | +7,203+36.5% | Added | History |
| SNOWSnowflake Inc. | Stock | 61,885 | $9.56M | 0.3% | +29,320+90.0% | Added | History |
| PCARPaccar Inc | COM | 89,001 | $9.26M | 0.3% | +290+0.3% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 104,524 | $9.24M | 0.3% | +4,189+4.2% | Added | – |
| ABNBAirbnb, Inc. | Stock | 70,228 | $9.23M | 0.3% | +3,545+5.3% | Added | History |
| PEPPepsiCo Inc | Stock | 59,392 | $9.03M | 0.3% | +6,574+12.4% | Added | History |
| WMTWalmart Inc. | Stock | 98,150 | $8.87M | 0.3% | +21,939+28.8% | Added | History |
| RELYRemitly Global, Inc. | COM | 388,956 | $8.78M | 0.3% | −39,324−9.2% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 25,668 | $8.58M | 0.2% | +3,102+13.7% | Added | History |
| LOWLowes Companies Inc | Stock | 31,965 | $7.89M | 0.2% | +17,413+119.7% | Added | History |
| JNJJohnson & Johnson | Stock | 51,876 | $7.50M | 0.2% | +6,332+13.9% | Added | History |
| LLYEli Lilly & Co | Stock | 9,597 | $7.41M | 0.2% | +1,730+22.0% | Added | History |
| iShares Tr464288273 | EAFE SML CP ETF | 118,917 | $7.22M | 0.2% | +5,382+4.7% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 42,618 | $7.22M | 0.2% | +3,109+7.9% | Added | – |
| AMGNAmgen Inc | Stock | 27,468 | $7.16M | 0.2% | +5,226+23.5% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 16,922 | $6.95M | 0.2% | +870+5.4% | Added | – |
| AVGOBroadcom Inc. | Stock | 29,683 | $6.88M | 0.2% | +5,322+21.8% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 26,032 | $6.88M | 0.2% | +14,584+127.4% | Added | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 36,663 | $6.79M | 0.2% | +2,981+8.9% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 34,563 | $6.77M | 0.2% | +16,606+92.5% | Added | – |
| PGProcter & Gamble Co | Stock | 40,068 | $6.72M | 0.2% | +13,617+51.5% | Added | History |
| HAPNHappen, Inc. | COM NEW | 411,070 | $6.66M | 0.2% | −43,788−9.6% | Reduced | History |
| VVisa Inc. | Stock | 20,635 | $6.52M | 0.2% | +6,883+50.1% | Added | History |
| ACNAccenture plc | Stock | 18,438 | $6.49M | 0.2% | +4,905+36.2% | Added | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 109,191 | $6.43M | 0.2% | +74,085+211.0% | Added | – |
| RDDTReddit, Inc. | Stock | 38,612 | $6.31M | 0.2% | −5,353−12.2% | Reduced | History |
| ALKAlaska Air Group, Inc. | COM | 96,932 | $6.28M | 0.2% | +92,416+2,046.4% | Added | History |
| SYYSysco Corp | Stock | 81,855 | $6.26M | 0.2% | −21,373−20.7% | Reduced | History |
| CMCSAComcast Corp | Stock | 166,265 | $6.24M | 0.2% | +99,986+150.9% | Added | History |
| ABTAbbott Laboratories | Stock | 51,719 | $5.85M | 0.2% | +4,755+10.1% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 45,956 | $5.55M | 0.2% | +29,438+178.2% | Added | History |
| COMPCompass, Inc. | CL A | 939,320 | $5.50M | 0.2% | −2600.0% | Reduced | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 53,985 | $5.23M | 0.2% | +1,266+2.4% | Added | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 228,625 | $5.19M | 0.1% | +176,254+336.5% | AddedConverted for a 3-for-1 split | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 12,054 | $5.13M | 0.1% | +1,116+10.2% | Added | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 118,587 | $4.96M | 0.1% | +1,940+1.7% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 211,330 | $4.90M | 0.1% | 00.0% | UnchangedConverted for a 3-for-1 split | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 77,674 | $4.84M | 0.1% | +3,155+4.2% | Added | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 47,950 | $4.81M | 0.1% | +47,950 | New | – |
| NFLXNetflix Inc | Stock | 5,390 | $4.80M | 0.1% | +257+5.0% | Added | History |
| BACBank of America Corp | Stock | 108,872 | $4.78M | 0.1% | +25,143+30.0% | Added | History |
| WFCWells Fargo & Company | Stock | 66,233 | $4.65M | 0.1% | +25,436+62.3% | Added | History |
| IBMInternational Business Machines Corp | Stock | 21,011 | $4.62M | 0.1% | +2,323+12.4% | Added | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 23,239 | $4.61M | 0.1% | +444+1.9% | Added | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 45,034 | $4.57M | 0.1% | −2,169−4.6% | Reduced | – |
| UBERUber Technologies, Inc | Stock | 74,460 | $4.49M | 0.1% | +2,474+3.4% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 74,187 | $4.39M | 0.1% | +24,562+49.5% | Added | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 78,792 | $4.37M | 0.1% | +9,241+13.3% | Added | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 114,222 | $4.33M | 0.1% | +19,781+20.9% | Added | – |
| HONHoneywell International Inc | COM | 19,047 | $4.30M | 0.1% | +1,582+9.1% | Added | History |
| FSBCFive Star Bancorp | COM | 141,342 | $4.25M | 0.1% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 22,912 | $4.07M | 0.1% | +3,401+17.4% | Added | History |
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 2024 (29)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| ALITAlight, Inc. / Delaware | COM CL A | 251,534 | $1.86M | 0.1% | History |
| DVNDevon Energy Corp | Stock | 42,510 | $1.66M | 0.1% | History |
| J P Morgan Exchange Traded F46641Q217 | BETABULDRS JAPAN | 13,060 | $774.2K | <0.1% | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 26,235 | $352.3K | <0.1% | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 10,780 | $296.0K | <0.1% | – |
| CROXCrocs, Inc. | COM | 1,848 | $267.6K | <0.1% | History |
| Fidelity Covington Trust31609A206 | ENHANCED SML CAP | 8,175 | $263.0K | <0.1% | – |
| BHPBHP Group Ltd | ADR | 4,105 | $255.0K | <0.1% | History |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 2,025 | $252.2K | <0.1% | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 4,685 | $239.5K | <0.1% | – |
| TTETotalEnergies SE | SPONSORED ADS | 3,673 | $237.3K | <0.1% | History |
| CNCCentene Corp | Stock | 3,152 | $237.3K | <0.1% | History |
| ACGLArch Capital Group Ltd. | Stock | 2,072 | $231.8K | <0.1% | History |
| BAHBooz Allen Hamilton Holding Corp | CL A | 1,361 | $221.6K | <0.1% | History |
| PORPortland General Electric Co | COM NEW | 4,528 | $216.9K | <0.1% | History |
| FBINFortune Brands Innovations, Inc. | COM | 2,413 | $216.1K | <0.1% | History |
| WECWec Energy Group, Inc. | Stock | 2,244 | $215.8K | <0.1% | History |
| RYNRayonier Inc | COM | 6,566 | $211.3K | <0.1% | History |
| CDWCDW Corp | COM | 925 | $209.2K | <0.1% | History |
| SPDR Series Trust78464A490 | ST STR FTSE ETF | 5,189 | $209.1K | <0.1% | – |
| Litman Gregory FDS Tr53700T827 | IMGP DBI MAN ETF | 7,410 | $208.4K | <0.1% | – |
| WisdomTree Tr97717W406 | US AI ENHANCED | 1,842 | $205.0K | <0.1% | – |
| HNRGHallador Energy Co | Stock | 15,610 | $147.2K | <0.1% | History |
| VODVodafone Group Public Ltd Co | ADR | 12,424 | $124.5K | <0.1% | History |
| AUIDauthID Inc. | COM | 18,392 | $115.7K | <0.1% | History |
| LCIDLucid Group, Inc. | COM | 15,772 | $55.7K | <0.1% | History |
| CHPTChargePoint Holdings, Inc. | COM CL A | 14,454 | $19.8K | <0.1% | History |
| BLUEbluebird bio, Inc. | COM | 23,174 | $12.0K | <0.1% | History |
| SGMOQSangamo Therapeutics, Inc | COM | 11,000 | $9.53K | <0.1% | History |