Skip to main content
Livermore
Livermore
ZHEN

Brighton Jones LLC

SEC CIK
0001360798
Latest filing
Aug 11, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 27, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
55
−970 vs. Q3 2025
Portfolio value
$2.71B
−$1.46B (−35.0%) vs. Q3 2025
Filed
Jan 27, 2026
SEC
Holdings of Brighton Jones LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AMZNAmazon Com IncStock4,003,861$924.2M34.1%+55,074+1.4%AddedHistory
MSFTMicrosoft CorpStock737,853$356.8M13.2%+27,206+3.8%AddedHistory
AAPLApple Inc.Stock565,008$153.6M5.7%+31,280+5.9%AddedHistory
NVDANVIDIA CorpStock543,929$101.4M3.7%+71,035+15.0%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF295,388$99.0M3.7%+915+0.3%Added–
Dimensional U.S. Core Equity 2 ETF25434V708ETF1,887,933$74.7M2.8%−40,407−2.1%Reduced–
Dimensional ETF Trust25434V799INTL CORE EQUITY2,019,943$69.6M2.6%+55,691+2.8%Added–
Dimensional ETF Trust25434V658GLOBAL REAL EST2,611,200$69.0M2.5%+212,050+8.8%Added–
Dimensional ETF Trust25434V625US COR EQU 1 ETF870,286$64.1M2.4%+79,028+10.0%Added–
iShares Tr464287622RUS 1000 ETF166,068$62.0M2.3%−10,916−6.2%Reduced–
Dimensional ETF Trust25434V203INTL CORE EQT MK1,481,005$56.4M2.1%+107,583+7.8%Added–
GOOGAlphabet Inc.Stock174,798$54.9M2.0%+5,591+3.3%AddedHistory
Dimensional ETF Trust25434V104US CORE EQT MKT995,153$46.6M1.7%+17,725+1.8%Added–
Vanguard Total World Stock ETF922042742ETF315,207$44.5M1.6%+15,533+5.2%Added–
GOOGLAlphabet Inc.Stock130,936$41.0M1.5%+14,987+12.9%AddedHistory
Manager Directed Portfolios56170L695VERT GLB SUST RE3,578,397$37.2M1.4%+132,496+3.8%Added–
Dimensional ETF Trust25434V732EMERGING MKTS CO1,073,486$35.5M1.3%+48,092+4.7%Added–
TMUST-Mobile US, Inc.Stock144,333$29.3M1.1%−5,788−3.9%ReducedHistory
iShares Tr464287150CORE S&P TTL STK156,612$23.3M0.9%−5,566−3.4%Reduced–
iShares MSCI Eafe ETF464287465ETF240,119$23.1M0.9%+779+0.3%Added–
SBUXStarbucks CorpStock270,064$22.7M0.8%+107,141+65.8%AddedHistory
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF668,678$21.9M0.8%−5,782−0.9%Reduced–
Dimensional Emerging Core Equity Market ETF25434V302ETF651,493$21.2M0.8%+44,903+7.4%Added–
ABNBAirbnb, Inc.Stock124,418$16.9M0.6%+18,725+17.7%AddedHistory
iShares Tr46436E7180-3 MTH TREASURY168,104$16.9M0.6%−34,361−17.0%Reduced–
XOMExxonMobil Holdings CorpCOM139,052$16.7M0.6%+5,904+4.4%AddedHistory
SOFISoFi Technologies, Inc.Stock631,559$16.5M0.6%−65,173−9.4%ReducedHistory
WMTWalmart Inc.Stock145,421$16.2M0.6%+19,549+15.5%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF246,948$15.4M0.6%−5,943−2.4%Reduced–
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF279,630$12.6M0.5%−353−0.1%Reduced–
PFEPfizer IncStock435,487$10.8M0.4%−122,536−22.0%ReducedHistory
iShares Russell Midcap ETF464287499ETF108,050$10.4M0.4%−310−0.3%Reduced–
FIGFigma, Inc.Stock271,050$10.1M0.4%+271,050NewHistory
Vanguard Star FDS921909768VG TL INTL STK F129,852$9.80M0.4%+9,621+8.0%Added–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF126,743$9.32M0.3%+157+0.1%Added–
iShares Tr464288273EAFE SML CP ETF117,885$9.14M0.3%+1,204+1.0%Added–
INTCIntel CorpStock237,384$8.76M0.3%+2,290+1.0%AddedHistory
Dimensional ETF Trust25434V716US SUSTAINABILTY200,901$8.73M0.3%+18,807+10.3%Added–
Schwab U.S. Broad Market ETF808524102ETF304,302$7.98M0.3%+7,050+2.4%Added–
BACBank of America CorpStock133,382$7.34M0.3%+4,193+3.2%AddedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM127,528$7.30M0.3%+120,087+1,613.9%Added–
COMPCompass, Inc.CL A628,046$6.64M0.2%+449+0.1%AddedHistory
iShares Tr464287234MSCI EMG MKT ETF112,030$6.13M0.2%−5,178−4.4%Reduced–
Schwab U.S. Large-Cap ETF808524201ETF222,605$5.99M0.2%+1,737+0.8%Added–
BMYBristol Myers Squibb CoStock110,540$5.96M0.2%+76,067+220.7%AddedHistory
HAPNHappen, Inc.COM NEW311,340$5.90M0.2%−99,989−24.3%ReducedHistory
CNCCentene CorpStock139,542$5.74M0.2%+90,368+183.8%AddedHistory
PCGPG&E CorpStock339,516$5.46M0.2%+160,326+89.5%AddedHistory
FSBCFive Star BancorpCOM142,107$5.08M0.2%+570.0%AddedHistory
RELYRemitly Global, Inc.COM337,522$4.66M0.2%+4,952+1.5%AddedHistory
Schwab International Equity ETF808524805ETF184,269$4.43M0.2%+18,378+11.1%Added–
WRDWeRide Inc.ADR444,723$3.86M0.1%−1000.0%ReducedHistory
CMCSAComcast CorpStock106,716$3.19M0.1%−24,531−18.7%ReducedHistory
Tidal Trust III45259A803ROCK US SMAL ETF120,663$3.05M0.1%00.0%Unchanged–
LYFTLyft, Inc.CL A COM116,558$2.26M0.1%+13,433+13.0%AddedHistory

Sold out since Q3 2025 (971)

Positions held at the end of Q3 2025 that are gone from this filing.

The largest 100 of 971 by value last quarter.

Positions of Brighton Jones LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
TSLATesla, Inc.Stock109,017$48.5M1.2%History
SPYSPDR S&P 500 ETF TrustETF57,743$38.5M0.9%History
iShares Russell 1000 Growth ETF464287614ETF82,073$38.4M0.9%–
iShares Core S&P 500 ETF464287200ETF46,836$31.3M0.8%–
iShares Tr464287689RUSSELL 3000 ETF82,343$31.2M0.7%–
METAMeta Platforms, Inc.Stock39,940$29.3M0.7%History
ORCLOracle CorpStock94,185$26.5M0.6%History
BRK.BBerkshire Hathaway IncStock46,521$23.4M0.6%History
Vanguard S&P 500 ETF922908363ETF37,785$23.1M0.6%–
COSTCostco Wholesale CorpStock23,670$21.9M0.5%History
Invesco QQQ Trust Series I46090E103ETF36,448$21.9M0.5%–
BRK.ABerkshire Hathaway IncCL A28$21.1M0.5%History
iShares Russell 2000 ETF464287655ETF85,438$20.7M0.5%–
JPMJPMorgan Chase & CoStock63,816$20.1M0.5%History
LIILennox International IncCOM32,532$17.2M0.4%History
SNOWSnowflake Inc.Stock71,893$16.2M0.4%History
AVGOBroadcom Inc.Stock44,993$14.8M0.4%History
HDHome Depot, Inc.Stock34,686$14.1M0.3%History
Vanguard Morningstar Large-Cap ETF922908637ETF40,377$12.4M0.3%–
DLRDigital Realty Trust, Inc.COM71,706$12.4M0.3%History
PEPPepsiCo IncStock79,474$11.2M0.3%History
RDDTReddit, Inc.Stock48,074$11.1M0.3%History
Vanguard Morningstar Growth ETF922908736ETF19,446$9.33M0.2%–
LLYEli Lilly & CoStock11,909$9.09M0.2%History
UNHUnitedHealth Group IncStock26,167$9.04M0.2%History
JNJJohnson & JohnsonStock47,925$8.89M0.2%History
PCARPaccar IncCOM88,793$8.73M0.2%History
LOWLowes Companies IncStock33,721$8.47M0.2%History
AMGNAmgen IncStock28,901$8.16M0.2%History
PGProcter & Gamble CoStock51,480$7.91M0.2%History
VVisa Inc.Stock22,733$7.76M0.2%History
ABTAbbott LaboratoriesStock57,419$7.69M0.2%History
Vanguard Morningstar Value ETF922908744ETF41,075$7.66M0.2%–
UBERUber Technologies, IncStock78,133$7.65M0.2%History
CRMSalesforce, Inc.Stock31,684$7.51M0.2%History
NKENIKE, Inc.Stock104,791$7.31M0.2%History
IBMInternational Business Machines CorpStock25,229$7.12M0.2%History
Vanguard Morningstar Mid-Cap ETF922908629ETF24,129$7.09M0.2%–
AMDAdvanced Micro Devices IncStock43,088$6.97M0.2%History
iShares Russell 1000 Value ETF464287598ETF34,090$6.94M0.2%–
NFLXNetflix IncStock5,675$6.80M0.2%History
DELLDell Technologies Inc.Stock46,647$6.61M0.2%History
ABBVAbbVie Inc.Stock28,557$6.61M0.2%History
MARMarriott International IncStock25,346$6.60M0.2%History
iShares S&P 500 Growth ETF464287309ETF54,045$6.52M0.2%–
SYYSysco CorpStock78,160$6.44M0.2%History
DASHDoorDash, Inc.Stock23,144$6.29M0.2%History
GEGeneral Electric CoStock20,888$6.28M0.2%History
iShares Tr464288885EAFE GRWTH ETF53,809$6.13M0.1%–
MRKMerck & Co., Inc.Stock72,969$6.12M0.1%History
KLACKLA CorpCOM NEW5,538$5.97M0.1%History
ANETArista Networks, Inc.Stock40,520$5.90M0.1%History
iShares Core S&P Mid-Cap ETF464287507ETF88,791$5.79M0.1%–
WFCWells Fargo & CompanyStock69,028$5.79M0.1%History
CSCOCisco Systems, Inc.Stock82,687$5.66M0.1%History
iShares Inc46434G764MSCI EMRG CHN80,430$5.43M0.1%–
PLTRPalantir Technologies Inc.Stock29,738$5.42M0.1%History
ADBEAdobe Inc.Stock15,094$5.32M0.1%History
CVXChevron CorpStock34,026$5.28M0.1%History
RBLXRoblox CorpStock37,645$5.21M0.1%History
BABoeing CoStock24,088$5.20M0.1%History
Fidelity MSCI Information Technology Index ETF316092808ETF23,248$5.17M0.1%–
PMPhilip Morris International Inc.Stock31,647$5.13M0.1%History
MAMastercard IncStock8,968$5.10M0.1%History
Vanguard Dividend Appreciation ETF921908844ETF23,363$5.04M0.1%–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 110,632$4.93M0.1%History
ACNAccenture plcStock19,436$4.79M0.1%History
QCOMQualcomm IncStock28,745$4.78M0.1%History
COFCapital One Financial CorpStock22,426$4.77M0.1%History
PNCPNC Financial Services Group, Inc.Stock23,218$4.67M0.1%History
RSGRepublic Services, Inc.COM20,034$4.60M0.1%History
Vanguard Ftse Emerging Markets ETF922042858ETF82,251$4.46M0.1%–
GMGeneral Motors CoCOM72,622$4.43M0.1%History
Vanguard Morningstar Small-Cap Value ETF922908611ETF21,169$4.42M0.1%–
iShares Core MSCI Eafe ETF46432F842ETF50,530$4.41M0.1%–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF14,381$4.28M0.1%–
AXPAmerican Express CoStock12,651$4.20M0.1%History
GLDSPDR Gold TrustETF11,816$4.20M0.1%History
Vanguard Morningstar Mid-Cap Value ETF922908512ETF23,585$4.12M0.1%–
CATCaterpillar IncStock8,475$4.04M0.1%History
iShares Core S&P Small Cap ETF464287804ETF33,941$4.03M0.1%–
HONHoneywell International IncCOM19,085$4.02M0.1%History
GEVGE Vernova Inc.Stock6,225$3.83M0.1%History
CRWDCrowdStrike Holdings, Inc.Stock7,776$3.81M0.1%History
IOTSamsara Inc.Stock97,654$3.64M0.1%History
TTTrane Technologies plcSHS8,481$3.58M0.1%History
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF11,867$3.49M0.1%–
EXPEExpedia Group, Inc.Stock16,311$3.49M0.1%History
CCitigroup IncStock33,911$3.44M0.1%History
DISWalt Disney CoStock29,971$3.43M0.1%History
SCHWSchwab Charles CorpStock35,717$3.41M0.1%History
MCDMcDonalds CorpStock11,148$3.39M0.1%History
TSMTaiwan Semiconductor Manufacturing Co LtdADR12,129$3.39M0.1%History
STXSeagate Technology Holdings plcORD SHS14,342$3.39M0.1%History
iShares Russell 2000 Growth ETF464287648ETF10,475$3.35M0.1%–
Vanguard Morningstar Small-Cap ETF922908751ETF12,925$3.29M0.1%–
RTXRTX CorpStock19,339$3.24M0.1%History
INCYIncyte CorpCOM37,963$3.22M0.1%History
Vanguard Real Estate ETF922908553ETF34,933$3.19M0.1%–
GSGoldman Sachs Group IncStock3,972$3.16M0.1%History