Brighton Jones LLC
- SEC CIK
- 0001360798
- Latest filing
- Aug 11, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 17, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 700
- +17 vs. Q4 2024
- Portfolio value
- $3.12B
- −$346.0M (−10.0%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 3,924,173 | $746.6M | 24.0% | −111,918−2.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 788,622 | $296.0M | 9.5% | −252,185−24.2% | Reduced | History |
| AAPLApple Inc. | Stock | 514,585 | $114.3M | 3.7% | −22,729−4.2% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 282,525 | $77.6M | 2.5% | −32,639−10.4% | Reduced | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,814,819 | $59.9M | 1.9% | +65,149+3.7% | Added | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 2,109,526 | $55.4M | 1.8% | +112,526+5.6% | Added | – |
| iShares Tr464287622 | RUS 1000 ETF | 178,427 | $54.7M | 1.8% | −4,114−2.3% | Reduced | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,822,674 | $50.6M | 1.6% | +126,525+7.5% | Added | – |
| TMUST-Mobile US, Inc. | Stock | 161,116 | $43.0M | 1.4% | −42,698−20.9% | Reduced | History |
| NVDANVIDIA Corp | Stock | 384,901 | $41.7M | 1.3% | +60,000+18.5% | Added | History |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,191,270 | $37.2M | 1.2% | +118,074+11.0% | Added | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 940,221 | $36.1M | 1.2% | −49,033−5.0% | Reduced | – |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 538,674 | $33.0M | 1.1% | +188,847+54.0% | Added | – |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 3,237,766 | $32.8M | 1.1% | +62,086+2.0% | Added | – |
| Vanguard Total World Stock ETF922042742 | ETF | 275,487 | $31.9M | 1.0% | +20,122+7.9% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 54,862 | $30.7M | 1.0% | −3,619−6.2% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 84,657 | $30.6M | 1.0% | −855−1.0% | Reduced | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 82,135 | $26.1M | 0.8% | −3,308−3.9% | Reduced | – |
| BRK.ABerkshire Hathaway Inc | CL A | 31 | $24.8M | 0.8% | 00.0% | Unchanged | History |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 917,363 | $24.3M | 0.8% | +74,309+8.8% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 42,017 | $23.6M | 0.8% | +2,332+5.9% | Added | – |
| METAMeta Platforms, Inc. | Stock | 39,296 | $22.6M | 0.7% | +4,745+13.7% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 41,979 | $22.4M | 0.7% | +2,628+6.7% | Added | History |
| TSLATesla, Inc. | Stock | 85,050 | $22.0M | 0.7% | −2,879−3.3% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 22,379 | $21.2M | 0.7% | +2,554+12.9% | Added | History |
| GOOGAlphabet Inc. | Stock | 124,040 | $19.4M | 0.6% | +3,787+3.1% | Added | History |
| iShares MSCI Eafe ETF464287465 | ETF | 234,790 | $19.2M | 0.6% | −1,670−0.7% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 36,180 | $18.6M | 0.6% | +1,656+4.8% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 39,492 | $18.5M | 0.6% | +1,144+3.0% | Added | – |
| iShares Tr464287150 | CORE S&P TTL STK | 150,485 | $18.4M | 0.6% | −1,812−1.2% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 118,562 | $18.3M | 0.6% | +8,232+7.5% | Added | History |
| LIILennox International Inc | COM | 32,438 | $18.2M | 0.6% | +31,987+7,092.5% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 85,848 | $17.1M | 0.5% | −1,884−2.1% | Reduced | – |
| PFEPfizer Inc | Stock | 661,719 | $16.8M | 0.5% | −4,599−0.7% | Reduced | History |
| SBUXStarbucks Corp | Stock | 169,778 | $16.7M | 0.5% | −6,944−3.9% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 136,290 | $16.2M | 0.5% | +6,550+5.0% | Added | History |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 590,989 | $15.5M | 0.5% | +22,232+3.9% | Added | – |
| UNHUnitedHealth Group Inc | Stock | 29,291 | $15.3M | 0.5% | −14,958−33.8% | Reduced | History |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 511,128 | $13.2M | 0.4% | +23,775+4.9% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 245,792 | $12.5M | 0.4% | +2,170+0.9% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 50,920 | $12.5M | 0.4% | +2,188+4.5% | Added | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 121,527 | $12.2M | 0.4% | +73,577+153.4% | Added | – |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 270,291 | $11.8M | 0.4% | −85,247−24.0% | Reduced | – |
| IOTSamsara Inc. | Stock | 303,430 | $11.6M | 0.4% | −4,738−1.5% | Reduced | History |
| ORCLOracle Corp | Stock | 77,969 | $10.9M | 0.3% | −75,611−49.2% | Reduced | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 40,158 | $10.3M | 0.3% | +121+0.3% | Added | – |
| DLRDigital Realty Trust, Inc. | COM | 71,385 | $10.2M | 0.3% | +873+1.2% | Added | History |
| HDHome Depot, Inc. | Stock | 26,383 | $9.67M | 0.3% | −535−2.0% | Reduced | History |
| AMGNAmgen Inc | Stock | 29,000 | $9.03M | 0.3% | +1,532+5.6% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 105,971 | $9.01M | 0.3% | +1,447+1.4% | Added | – |
| JNJJohnson & Johnson | Stock | 53,944 | $8.95M | 0.3% | +2,068+4.0% | Added | History |
| LLYEli Lilly & Co | Stock | 10,421 | $8.61M | 0.3% | +824+8.6% | Added | History |
| PEPPepsiCo Inc | Stock | 57,318 | $8.59M | 0.3% | −2,074−3.5% | Reduced | History |
| PCARPaccar Inc | COM | 87,866 | $8.56M | 0.3% | −1,135−1.3% | Reduced | History |
| SOFISoFi Technologies, Inc. | Stock | 718,476 | $8.36M | 0.3% | −812−0.1% | Reduced | History |
| WMTWalmart Inc. | Stock | 94,052 | $8.26M | 0.3% | −4,098−4.2% | Reduced | History |
| ABTAbbott Laboratories | Stock | 57,040 | $7.57M | 0.2% | +5,321+10.3% | Added | History |
| LOWLowes Companies Inc | Stock | 32,439 | $7.57M | 0.2% | +474+1.5% | Added | History |
| iShares Tr464288273 | EAFE SML CP ETF | 117,938 | $7.49M | 0.2% | −979−0.8% | Reduced | – |
| CRMSalesforce, Inc. | Stock | 27,700 | $7.43M | 0.2% | +2,032+7.9% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 42,914 | $7.41M | 0.2% | +296+0.7% | Added | – |
| VVisa Inc. | Stock | 21,118 | $7.40M | 0.2% | +483+2.3% | Added | History |
| PGProcter & Gamble Co | Stock | 43,336 | $7.39M | 0.2% | +3,268+8.2% | Added | History |
| SNOWSnowflake Inc. | Stock | 48,207 | $7.05M | 0.2% | −13,678−22.1% | Reduced | History |
| RELYRemitly Global, Inc. | COM | 332,420 | $6.91M | 0.2% | −56,536−14.5% | Reduced | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 109,296 | $6.79M | 0.2% | +105+0.1% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 25,709 | $6.65M | 0.2% | −323−1.2% | Reduced | – |
| SYYSysco Corp | Stock | 86,578 | $6.50M | 0.2% | +4,723+5.8% | Added | History |
| ABNBAirbnb, Inc. | Stock | 53,480 | $6.39M | 0.2% | −16,748−23.8% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 37,712 | $6.31M | 0.2% | +8,029+27.0% | Added | History |
| IBMInternational Business Machines Corp | Stock | 25,177 | $6.26M | 0.2% | +4,166+19.8% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 16,408 | $6.08M | 0.2% | −514−3.0% | Reduced | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 31,982 | $6.02M | 0.2% | −4,681−12.8% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 27,350 | $5.73M | 0.2% | +4,438+19.4% | Added | History |
| ACNAccenture plc | Stock | 18,260 | $5.70M | 0.2% | −178−1.0% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 75,922 | $5.53M | 0.2% | +1,462+2.0% | Added | History |
| COMPCompass, Inc. | CL A | 629,635 | $5.50M | 0.2% | −309,685−33.0% | Reduced | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 54,451 | $5.45M | 0.2% | +466+0.9% | Added | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 116,560 | $5.09M | 0.2% | −2,027−1.7% | Reduced | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 11,854 | $4.98M | 0.2% | −200−1.7% | Reduced | History |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 138,557 | $4.96M | 0.2% | +24,335+21.3% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 83,244 | $4.86M | 0.2% | +5,570+7.2% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 219,121 | $4.84M | 0.2% | +7,791+3.7% | Added | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 222,662 | $4.79M | 0.2% | −5,963−2.6% | Reduced | – |
| WFCWells Fargo & Company | Stock | 66,624 | $4.78M | 0.2% | +391+0.6% | Added | History |
| RSGRepublic Services, Inc. | COM | 19,483 | $4.72M | 0.2% | −339−1.7% | Reduced | History |
| NFLXNetflix Inc | Stock | 4,985 | $4.65M | 0.1% | −405−7.5% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 75,219 | $4.64M | 0.1% | +1,032+1.4% | Added | History |
| CVXChevron Corp | Stock | 27,236 | $4.56M | 0.1% | −811−2.9% | Reduced | History |
| NKENIKE, Inc. | Stock | 71,466 | $4.54M | 0.1% | −130,945−64.7% | Reduced | History |
| BACBank of America Corp | Stock | 107,907 | $4.50M | 0.1% | −965−0.9% | Reduced | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 81,636 | $4.50M | 0.1% | +2,844+3.6% | Added | – |
| RDDTReddit, Inc. | Stock | 42,546 | $4.46M | 0.1% | +3,934+10.2% | Added | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 47,757 | $4.43M | 0.1% | +2,723+6.0% | Added | – |
| HAPNHappen, Inc. | COM NEW | 411,070 | $4.24M | 0.1% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 41,138 | $4.23M | 0.1% | −4,818−10.5% | Reduced | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 22,631 | $4.22M | 0.1% | −608−2.6% | Reduced | – |
| KLACKLA Corp | COM NEW | 6,070 | $4.13M | 0.1% | −68−1.1% | Reduced | History |
| CMCSAComcast Corp | Stock | 111,716 | $4.12M | 0.1% | −54,549−32.8% | Reduced | History |
| HONHoneywell International Inc | COM | 18,962 | $4.02M | 0.1% | −85−0.4% | Reduced | History |
Options (4)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q4 2024 (49)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| iShares Tr464288281 | JPMORGAN USD EMG | 14,330 | $1.28M | <0.1% | – |
| HCPHashiCorp, Inc. | COM CL A | 31,067 | $1.06M | <0.1% | History |
| LHLabcorp Holdings Inc. | Stock | 4,321 | $990.9K | <0.1% | History |
| GPNGlobal Payments Inc | Stock | 6,466 | $724.6K | <0.1% | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 8,916 | $715.7K | <0.1% | – |
| GSKGSK plc | ADR | 15,604 | $527.7K | <0.1% | History |
| PCORProcore Technologies, Inc. | COM | 6,815 | $510.6K | <0.1% | History |
| SMARSmartsheet Inc | COM CL A | 8,211 | $460.1K | <0.1% | History |
| iShares Flexible Income Active ETF092528603 | ETF | 7,557 | $393.1K | <0.1% | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 8,316 | $373.6K | <0.1% | – |
| iShares U S ETF Tr46431W598 | BLOOMBERG ROLL | 7,145 | $339.9K | <0.1% | – |
| iShares Inc464286145 | MSCI FRONTIER | 12,456 | $338.1K | <0.1% | – |
| iShares Tr464287515 | EXPANDED TECH | 3,352 | $335.6K | <0.1% | – |
| RGTIRigetti Computing, Inc. | COMMON STOCK | 19,981 | $304.9K | <0.1% | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,152 | $277.0K | <0.1% | – |
| iShares Tr464288588 | MBS ETF | 2,981 | $273.3K | <0.1% | – |
| JDJD.com, Inc. | SPON ADS CL A | 7,789 | $270.0K | <0.1% | History |
| GKOSGLAUKOS Corp | COM | 1,764 | $264.5K | <0.1% | History |
| iShares Tr464287739 | U.S. REAL ES ETF | 2,815 | $262.0K | <0.1% | – |
| FAFirst Advantage Corp | COM | 13,714 | $256.9K | <0.1% | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,231 | $252.1K | <0.1% | – |
| iShares Tr46429B614 | MSCI INDIA SM CP | 3,201 | $244.8K | <0.1% | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 4,913 | $241.0K | <0.1% | – |
| iShares Tr464287184 | CHINA LG-CAP ETF | 7,891 | $240.2K | <0.1% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,747 | $239.9K | <0.1% | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 6,371 | $238.4K | <0.1% | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 3,494 | $237.2K | <0.1% | – |
| VanEck Semiconductor ETF92189F676 | ETF | 971 | $235.1K | <0.1% | – |
| ATOAtmos Energy Corp | COM | 1,670 | $232.6K | <0.1% | History |
| GSATGlobalstar, Inc. | COM | 110,000 | $227.7K | <0.1% | History |
| BMIBadger Meter Inc | COM | 1,068 | $226.6K | <0.1% | History |
| TTEKTetra Tech Inc | COM | 5,647 | $225.0K | <0.1% | History |
| MCHPMicrochip Technology Inc | Stock | 3,907 | $224.1K | <0.1% | History |
| STZConstellation Brands, Inc. | Stock | 1,001 | $221.3K | <0.1% | History |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 1,634 | $221.3K | <0.1% | – |
| EPAMEPAM Systems, Inc. | COM | 931 | $217.8K | <0.1% | History |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 2,900 | $214.7K | <0.1% | History |
| RICKRci Hospitality Holdings, Inc. | COM | 3,670 | $210.9K | <0.1% | History |
| DDOGDatadog, Inc. | CL A COM | 1,465 | $209.4K | <0.1% | History |
| POWIPower Integrations Inc | COM | 3,387 | $209.0K | <0.1% | History |
| EFOREverforth Inc | COM | 2,450 | $204.2K | <0.1% | History |
| PAGPenske Automotive Group, Inc. | COM | 1,330 | $202.7K | <0.1% | History |
| EMNEastman Chemical Co | Stock | 2,214 | $202.2K | <0.1% | History |
| DEODiageo PLC | SPON ADR NEW | 1,588 | $201.8K | <0.1% | History |
| NRDSNerdwallet, Inc. | COM CL A | 13,369 | $177.8K | <0.1% | History |
| VTRSViatris Inc | Stock | 10,490 | $130.6K | <0.1% | History |
| HTTHigh Templar Tech Ltd | SPON ADS | 12,000 | $33.8K | <0.1% | History |
| YI111, Inc. | ADS | 20,000 | $12.5K | <0.1% | History |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 12,500 | $6.06K | <0.1% | History |