CIK: 0001360798
Total reported value
$2.4B
Reporting period: 2026-03-31 · Number of holdings: 24
BRIGHTON JONES LLC disclosed 24 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.4B and a quarterly turnover rate of 18.3%.
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Brighton Jones LLC's disclosed holdings carry a Herfindahl concentration index of 0.165 — mathematically equivalent to about 6 equally-sized positions, well below its 24 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.75), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 4.6 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 68% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add AMZN
+3.3% -$63.1M
Add NVDA
+27.1% $19.1M
Add DCOR
+17.4% $9.6M
Add DFGR
+7.2% $5.4M
Add DFIC
+2.9% $4.2M
Add XOM
+15.2% $10.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | Stock-Consumer Disc | 36.28% | +2.20% | +3.26% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 13.15% | -0.01% | +14.29% | |
| 3 | AAPL | Apple INC | Stock-Tech | 6.10% | +0.43% | +0.88% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.08% | +1.34% | +27.11% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.93% | +0.28% | -1.59% | |
| 6 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.13% | +0.59% | +7.16% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 3.11% | +0.54% | +2.91% | |
| 8 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 3.10% | +0.74% | +17.40% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.90% | +0.14% | -6.34% | |
| 10 | DFAI | Dimensional International Co | ETF-Other | 2.60% | +0.52% | +6.99% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.42% | +0.13% | -3.01% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.20% | +0.18% | +3.98% | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.92% | +0.28% | +4.28% | |
| 14 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.89% | +0.17% | +0.03% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.72% | — | +8.58% | |
| 16 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.64% | +0.33% | +5.00% | |
| 17 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 1.60% | — | +2.67% | |
| 18 | TMUS | T-mobile US INC | Stock-Comm Services | 1.26% | — | -1.36% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.15% | +0.53% | +15.23% | |
| 20 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.02% | +0.18% | -0.21% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.00% | — | +5.95% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.97% | — | -1.16% | |
| 23 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.96% | +0.18% | +3.25% | |
| 24 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.87% | +0.06% | -9.01% |
Performance for Q3 2026
-2.3%
Performance Last 4 Quarters
+18.1%
Based on 63% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 24 | $2.4B | 18 | |
| 2025-12-31 | 55 | $2.7B | 54 | |
| 2025-09-30 | 1025 | $4.2B | 30 | |
| 2025-06-30 | 927 | $3.7B | 0 | |
| 2025-03-31 | 704 | $3.1B | 20 | |
| 2024-12-31 | 685 | $3.5B | 29 | |
| 2024-09-30 | 579 | $2.7B | 22 | |
| 2024-06-30 | 634 | $3.0B | 100 | |
| 2024-03-31 | 630 | $2.8B | 0 | |
| 2023-12-31 | 581 | $2.4B | 0 | |
| 2023-09-30 | 544 | $2.0B | 0 | |
| 2023-06-30 | 545 | $2.0B | 0 | |
| 2023-03-31 | 518 | $1.8B | 0 | |
| 2022-12-31 | 476 | $1.7B | 0 | |
| 2022-09-30 | 466 | $1.7B | 0 | |
| 2022-06-30 | 474 | $1.7B | 0 | |
| 2022-03-31 | 516 | $2.1B | 0 | |
| 2021-12-31 | 532 | $2.1B | 0 | |
| 2021-09-30 | 488 | $1.9B | 0 | |
| 2021-06-30 | 481 | $1.9B | 93 | |
| 2021-03-31 | 432 | $1.7B | 10 | |
| 2020-12-31 | 421 | $1.6B | 12 | |
| 2020-09-30 | 354 | $1.4B | 20 | |
| 2020-06-30 | 304 | $1.2B | 29 | |
| 2020-03-31 | 278 | $950.6M | 45 | |
| 2019-12-31 | 320 | $930.9M | 12 | |
| 2019-09-30 | 309 | $856.4M | 9 | |
| 2019-06-30 | 307 | $857.9M | 11 | |
| 2019-03-31 | 307 | $825.8M | 19 | |
| 2018-12-31 | 259 | $692.8M | 22 | |
| 2018-09-30 | 281 | $813.5M | 14 | |
| 2018-06-30 | 299 | $776.8M | 16 | |
| 2018-03-31 | 291 | $725.3M | 21 | |
| 2017-12-31 | 293 | $825.3M | 12 | |
| 2017-09-30 | 294 | $777.6M | 15 | |
| 2017-06-30 | 275 | $709.3M | 54 | |
| 2017-03-31 | 100 | $413.5M | 84 | |
| 2016-12-31 | 99 | $265.0M | 86 | |
| 2016-09-30 | 233 | $618.7M | 12 | |
| 2016-06-30 | 203 | $566.0M | 21 | |
| 2016-03-31 | 210 | $543.7M | 60 | |
| 2015-12-31 | 205 | $512.7M | 15 | |
| 2015-09-30 | 194 | $468.5M | 26 | |
| 2015-06-30 | 189 | $437.7M | 7 | |
| 2015-03-31 | 191 | $442.2M | 11 | |
| 2014-12-31 | 200 | $436.7M | 12 | |
| 2014-09-30 | 209 | $445.2M | 11 | |
| 2014-06-30 | 197 | $442.6M | 10 | |
| 2014-03-31 | 190 | $424.4M | 13 | |
| 2013-12-31 | 199 | $436.8M | 17 | |
| 2013-09-30 | 171 | $381.9M | 18 | |
| 2013-06-30 | 118 | $333.1M | 0 |
Brighton Jones LLC's most significant position changes for 2026-03-31: Sold out: Airbnb Inc-class A (ABNB); Sold out: Ishares 0-3 Month Treasury B (SGOV); Sold out: Sofi Technologies INC (SOFI); Sold out: Walmart INC (WMT); Sold out: Vanguard Ftse Developed ETF (VEA).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +2.2% | +3.26% | Add |
| 2 | NVDA | Nvidia CORP | +1.3% | +27.11% | Add |
| 3 | DCOR | Dimensional US Core Eq 1 ETF | +0.7% | +17.40% | Add |
| 4 | DFGR | Dim Global Real Estate ETF | +0.6% | +7.16% | Add |
| 5 | DFIC | Dimensional International Co | +0.5% | +2.91% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.5% | +15.23% | Add |
| 7 | DFAI | Dimensional International Co | +0.5% | +6.99% | Add |
| 8 | AAPL | Apple INC | +0.4% | +0.88% | Add |
| 9 | DFEM | Dimensional Emrg Mrkt Core | +0.3% | +5.00% | Add |
| 10 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | -1.59% | Trim |
| 11 | VT | Vanguard Tot World Stk ETF | +0.3% | +4.28% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +3.98% | Add |
| 13 | DFAE | Dimensional Emerging Core Eq | +0.2% | +3.25% | Add |
| 14 | SBUX | Starbucks CORP | +0.2% | -0.21% | Trim |
| 15 | DFAU | Dimensional US Core Equity M | +0.2% | +0.03% | Add |
| 16 | DFAC | Dimensional US Core Equity 2 | +0.1% | -6.34% | Trim |
| 17 | IWB | Ishares Russell 1000 ETF | +0.1% | -3.01% | Trim |
| 18 | DFAX | Dimensional World Ex US Core | +0.1% | -9.01% | Trim |
| 19 | MSFT | Microsoft CORP | 0% | +14.29% | Add |
| 20 | ABNB | Airbnb Inc-class A | — | EXIT | Sold out |
| 21 | SGOV | Ishares 0-3 Month Treasury B | — | EXIT | Sold out |
| 22 | SOFI | Sofi Technologies INC | — | EXIT | Sold out |
| 23 | WMT | Walmart INC | — | EXIT | Sold out |
| 24 | VEA | Vanguard Ftse Developed ETF | — | EXIT | Sold out |
| 25 | RWO | State Street Spdr Dow Jones | — | EXIT | Sold out |
| 26 | PFE | Pfizer INC | — | EXIT | Sold out |
| 27 | IWR | Ishares Russell Mid-cap ETF | — | EXIT | Sold out |
| 28 | FIG | Figma Inc-cl A | — | EXIT | Sold out |
| 29 | VXUS | Vanguard Total Intl Stock | — | EXIT | Sold out |
| 30 | VEU | Vanguard Ftse All-world Ex-u | — | EXIT | Sold out |
| 31 | SCZ | Ishares Msci Eafe Small-cap | — | EXIT | Sold out |
| 32 | INTC | Intel CORP | — | EXIT | Sold out |
| 33 | DFSU | Dimensional US Sus Core1 ETF | — | EXIT | Sold out |
| 34 | SCHB | Schwab US Broad Market ETF | — | EXIT | Sold out |
| 35 | BAC | Bank Of America CORP | — | EXIT | Sold out |
| 36 | JEPI | Jpmorgan Equity Premium Inco | — | EXIT | Sold out |
| 37 | COMP | Compass INC - Class A | — | EXIT | Sold out |
| 38 | EEM | Ishares Msci Emerging Market | — | EXIT | Sold out |
| 39 | SCHX | Schwab US Large-cap ETF | — | EXIT | Sold out |
| 40 | BMY | Bristol-myers Squibb Co | — | EXIT | Sold out |
| 41 | HAPN | Happen INC | — | EXIT | Sold out |
| 42 | CNC | Centene CORP | — | EXIT | Sold out |
| 43 | PCG | P G & E CORP | — | EXIT | Sold out |
| 44 | FSBC | Five Star Bancorp | — | EXIT | Sold out |
| 45 | RELY | Remitly Global INC | — | EXIT | Sold out |
| 46 | SCHF | Schwab Intl Equity ETF | — | EXIT | Sold out |
| 47 | WRD | Weride Inc-adr | — | EXIT | Sold out |
| 48 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 49 | RSMC | Rockefeller US Small-mid Cap | — | EXIT | Sold out |
| 50 | LYFT | Lyft Inc-a | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-28 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-27 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-31 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-17 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-03-04 | Amendment | View on EDGAR |
| 2024-12-31 | 2025-01-21 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2025-03-04 | Amendment | View on EDGAR |
| 2024-09-30 | 2024-10-22 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2025-03-04 | Amendment | View on EDGAR |
| 2024-06-30 | 2024-08-12 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-09 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-05 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-26 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-31 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-08 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-03 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-09 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-04 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-03 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-04 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-10 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-07 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-10 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-12 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-11 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-13 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-07 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-28 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-05 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-26 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-08 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-07 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-06 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-03 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-08 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-08 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-08 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-17 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-16 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-10-27 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-03 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-05 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-10 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-06 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-11 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-04 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-06 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-10-29 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-14 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-14 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-07 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-05 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-02 | 13F-HR | View on EDGAR |
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