Free Trial

Brighton Jones LLC Top Holdings and 13F Report (2025)

About Brighton Jones LLC

Investment Activity

  • Brighton Jones LLC has $3.46 billion in total holdings as of December 31, 2024.
  • Brighton Jones LLC owns shares of 683 different stocks, but just 63 companies or ETFs make up 80% of its holdings.
  • Approximately 20.04% of the portfolio was purchased this quarter.
  • About 1.15% of the portfolio was sold this quarter.
  • This quarter, Brighton Jones LLC has purchased 579 new stocks and bought additional shares in 414 stocks.
  • Brighton Jones LLC sold shares of 105 stocks and completely divested from 32 stocks this quarter.

Largest Holdings

Amazon.com
$885,477,993
Microsoft
$438,700,268
Apple
$134,554,096

Largest New Holdings this Quarter

Samsara
$13,463,860 Holding
Evolent Health
$3,927,477 Holding
TIDAL TRUST III
$3,078,114 Holding
LINDE PLC
$2,751,587 Holding

Largest Purchases this Quarter

Microsoft
393,259 shares (about $165.76M)
Amazon.com
397,007 shares (about $87.10M)
Apple
69,207 shares (about $17.33M)
Oracle
100,494 shares (about $16.75M)
Pfizer
618,117 shares (about $16.40M)

Largest Sales this Quarter

APPLOVIN CORP
30,689 shares (about $9.94M)
Sysco
21,373 shares (about $1.63M)
iShares Russell 1000 Growth ETF
3,661 shares (about $1.47M)
Diamondback Energy
6,350 shares (about $1.04M)
iShares Core S&P 500 ETF
1,687 shares (about $993.10K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBrighton Jones LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$885,477,993$87,099,365 10.9%4,036,09125.6%Retail/Wholesale
Microsoft Co. stock logo
MSFT
Microsoft
$438,700,268$165,758,713 60.7%1,040,80712.7%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$134,554,096$17,330,807 14.8%537,3143.9%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$91,337,711$15,757,555 20.8%315,1642.6%ETF
DFAC
Dimensional U.S. Core Equity 2 ETF
$60,521,083$7,800,079 14.8%1,749,6701.7%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$58,807,271$1,934,888 3.4%182,5411.7%ETF
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$51,003,374$6,293,796 14.1%1,997,0001.5%ETF
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$45,914,976$10,783,333 30.7%208,0141.3%Computer and Technology
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$43,836,973$5,148,376 13.3%1,696,1491.3%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$43,630,909$4,809,591 12.4%324,9011.3%Computer and Technology
DFAU
Dimensional US Core Equity Market ETF
$40,054,915$3,980,007 11.0%989,2541.2%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$35,509,236$3,752,884 11.8%87,9291.0%Auto/Tires/Trucks
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$34,340,058$1,470,191 -4.1%85,5121.0%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$34,274,609$1,561,320 4.8%58,4811.0%Finance
MANAGER DIRECTED PORTFOLIOS
$32,137,884$2,195,382 7.3%3,175,6800.9%VERT GLB SUST RE
DFAI
Dimensional International Core Equity Market ETF
$31,337,334$5,492,055 21.2%1,073,1960.9%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$30,000,311$1,920,095 6.8%255,3650.9%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$28,559,321$107,963 -0.4%85,4430.8%ETF
Oracle Co. stock logo
ORCL
Oracle
$25,592,627$16,746,357 189.3%153,5800.7%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$23,361,673$993,099 -4.1%39,6850.7%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$22,901,049$1,220,724 5.6%120,2530.7%Computer and Technology
DIMENSIONAL ETF TRUST
$22,444,892$6,675,589 42.3%349,8270.6%US CORE EQUITY 1
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$22,383,772$14,280,916 176.2%44,2490.6%Medical
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$22,079,595$3,550,371 19.2%843,0540.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$21,108,5200.0%310.6%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$20,885,529$778,025 3.9%110,3300.6%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$20,229,808$333,738 1.7%34,5510.6%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$19,604,715$2,550,535 15.0%38,3480.6%Finance
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$19,588,453$856,738 4.6%152,2970.6%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$19,385,342$490,754 2.6%87,7320.6%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$18,601,787$1,137,961 6.5%34,5240.5%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$18,165,478$1,990,185 12.3%19,8250.5%Retail/Wholesale
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$17,878,771$899,912 5.3%236,4600.5%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$17,837,002$596,063 -3.2%39,3510.5%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$17,677,418$16,398,645 1,282.4%666,3180.5%Medical
Starbucks Co. stock logo
SBUX
Starbucks
$16,125,927$7,478,141 86.5%176,7220.5%Retail/Wholesale
NIKE, Inc. stock logo
NKE
NIKE
$15,316,463$12,181,375 388.5%202,4110.4%Consumer Discretionary
SPDR Dow Jones Global Real Estate ETF stock logo
RWO
SPDR Dow Jones Global Real Estate ETF
$15,249,007$6,025,266 65.3%355,5380.4%ETF
APPLOVIN CORP
$14,536,243$9,937,908 -40.6%44,8890.4%COM CL A
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$14,139,291$1,140,377 8.8%568,7570.4%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$13,956,087$106,924 -0.8%129,7400.4%Oils/Energy
Samsara Inc. stock logo
IOT
Samsara
$13,463,860$13,463,860 New Holding308,1680.4%Computer and Technology
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$12,503,869$87,956 -0.7%70,5120.4%Finance
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$12,364,143$1,874,995 17.9%487,3530.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$11,681,511$1,160,432 11.0%48,7320.3%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$11,649,984$5,147,766 79.2%243,6220.3%ETF
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
$11,077,042$219,928 2.0%719,2880.3%Finance
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$10,798,050$5,874,374 119.3%40,0370.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$10,470,995$2,801,938 36.5%26,9180.3%Retail/Wholesale
Snowflake Inc. stock logo
SNOW
Snowflake
$9,555,693$4,527,315 90.0%61,8850.3%Computer and Technology
PACCAR Inc stock logo
PCAR
PACCAR
$9,257,936$30,166 0.3%89,0010.3%Auto/Tires/Trucks
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$9,239,893$370,306 4.2%104,5240.3%ETF
Airbnb, Inc. stock logo
ABNB
Airbnb
$9,228,638$465,847 5.3%70,2280.3%Consumer Discretionary
PepsiCo, Inc. stock logo
PEP
PepsiCo
$9,031,136$999,641 12.4%59,3920.3%Consumer Staples
Walmart Inc. stock logo
WMT
Walmart
$8,867,855$1,982,189 28.8%98,1500.3%Retail/Wholesale
REMITLY GLOBAL INC
$8,778,745$887,543 -9.2%388,9560.3%COM
Salesforce, Inc. stock logo
CRM
Salesforce
$8,581,737$1,037,110 13.7%25,6680.2%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$7,888,886$4,297,487 119.7%31,9650.2%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$7,502,294$915,732 13.9%51,8760.2%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$7,409,267$1,335,629 22.0%9,5970.2%Medical
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$7,224,185$326,955 4.7%118,9170.2%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$7,215,243$526,355 7.9%42,6180.2%ETF
Amgen Inc. stock logo
AMGN
Amgen
$7,159,383$1,362,128 23.5%27,4680.2%Medical
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$6,945,460$357,083 5.4%16,9220.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$6,881,668$1,233,846 21.8%29,6830.2%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$6,875,835$3,852,074 127.4%26,0320.2%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$6,787,341$551,866 8.9%36,6630.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$6,768,462$3,251,948 92.5%34,5630.2%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$6,717,329$2,282,866 51.5%40,0680.2%Consumer Staples
LendingClub Co. stock logo
LC
LendingClub
$6,655,224$708,928 -9.6%411,0700.2%Finance
Visa Inc. stock logo
V
Visa
$6,521,501$2,175,309 50.1%20,6350.2%Business Services
Accenture plc stock logo
ACN
Accenture
$6,486,170$1,725,494 36.2%18,4380.2%Computer and Technology
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$6,434,604$4,365,814 211.0%109,1910.2%ETF
REDDIT INC
$6,310,671$874,884 -12.2%38,6120.2%CL A
Alaska Air Group, Inc. stock logo
ALK
Alaska Air Group
$6,276,321$5,983,911 2,046.4%96,9320.2%Transportation
Sysco Co. stock logo
SYY
Sysco
$6,258,620$1,634,176 -20.7%81,8550.2%Consumer Staples
Comcast Co. stock logo
CMCSA
Comcast
$6,239,939$3,752,483 150.9%166,2650.2%Consumer Discretionary
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$5,849,920$537,837 10.1%51,7190.2%Medical
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$5,551,000$3,555,800 178.2%45,9560.2%Computer and Technology
Compass, Inc. stock logo
COMP
Compass
$5,495,022$1,521 0.0%939,3200.2%Computer and Technology
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$5,227,328$122,586 2.4%53,9850.2%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$5,189,779$4,793,506 1,209.6%228,6250.1%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$5,129,001$474,860 10.2%12,0540.1%Finance
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$4,959,291$81,131 1.7%118,5870.1%Finance
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$4,898,639$3,257,700 198.5%211,3300.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$4,839,876$196,588 4.2%77,6740.1%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$4,810,295$4,810,295 New Holding47,9500.1%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$4,804,030$229,060 5.0%5,3900.1%Consumer Discretionary
Bank of America Co. stock logo
BAC
Bank of America
$4,784,910$1,105,032 30.0%108,8720.1%Finance
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$4,652,231$1,786,634 62.3%66,2330.1%Finance
International Business Machines Co. stock logo
IBM
International Business Machines
$4,618,764$510,656 12.4%21,0110.1%Computer and Technology
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$4,605,427$87,990 1.9%23,2390.1%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$4,572,257$220,216 -4.6%45,0340.1%ETF
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$4,491,449$149,232 3.4%74,4600.1%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$4,391,869$1,454,070 49.5%74,1870.1%Computer and Technology
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$4,369,013$512,413 13.3%78,7920.1%Manufacturing
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$4,329,021$749,701 20.9%114,2220.1%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$4,302,465$357,353 9.1%19,0470.1%Multi-Sector Conglomerates
Five Star Bancorp stock logo
FSBC
Five Star Bancorp
$4,252,9730.0%141,3420.1%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$4,071,524$604,367 17.4%22,9120.1%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data