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CIK: 0001360798
Total reported value
$5.4B
$5.4B
634 檔
26.5%
As reported in its official Q2 2024 Form 13F filing, Brighton Jones LLC's tracked investment portfolio stood at $5.4B with 634 total positions.
In Q2 2024, Brighton Jones LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, MSFT, AAPL) accounted for 26.5% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 634 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 25.57% | -1.10% | +0.83% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 13.47% | -1.03% | +3.61% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.64% | -0.07% | +1.68% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.54% | -0.03% | -0.04% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.79% | +0.11% | +7.28% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.77% | -0.04% | -0.57% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | +0.15% | +878.89% | |
| 8 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.36% | -0.01% | +18.07% | |
| 9 | DFIC | Dimensional International Co | ETF-Other | 1.25% | -0.09% | +7.56% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 1.24% | -0.03% | +71.54% | |
| 11 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.22% | -0.01% | +7.87% | |
| 12 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.19% | -0.21% | -22.66% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.06% | -0.03% | +0.27% | |
| 14 | PFE | Pfizer Inc | Stock-Healthcare | 1.02% | -0.02% | +800.90% | |
| 15 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.95% | -0.02% | +6.63% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.92% | -0.01% | +4.36% | |
| 17 | DFAI | Dimensional International Co | ETF-Other | 0.92% | -0.09% | +19.98% | |
| 18 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.90% | -0.01% | +5.64% | |
| 19 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.88% | -0.03% | -1.24% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +0.26% | -1.01% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | -0.01% | -0.33% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.10% | +3.03% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.06% | +8.84% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.63% | -0.05% | +342.86% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.62% | -0.05% | +1.99% | |
| 26 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.61% | +0.02% | +13.00% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.60% | -0.02% | -0.22% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.58% | +0.02% | +0.16% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.18% | +1.32% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +0.02% | -1.10% | |
| 31 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.56% | -0.06% | +10.04% | |
| 32 | APP | Applovin Corp-class A | Stock-Tech | 0.54% | — | -22.10% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | +0.05% | +7.97% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.09% | +1.86% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.53% | +0.08% | +14.27% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | -0.07% | +11.50% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.44% | +0.06% | +47.40% | |
| 38 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.44% | -0.13% | -0.01% | |
| 39 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.41% | +0.12% | +11.94% | |
| 40 | IOT | Samsara Inc-cl A | Stock-Tech | 0.41% | -0.01% | EXIT | |
| 41 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.40% | -0.02% | +1.33% | |
| 42 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.40% | -0.13% | +3.85% | |
| 43 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.37% | +0.02% | +11.24% | |
| 44 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.36% | -0.05% | -0.20% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.34% | +0.08% | +0.43% | |
| 46 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.32% | +0.16% | +51.33% | |
| 47 | SNOW | Snowflake Inc | Stock-Tech | 0.32% | +0.17% | -10.64% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | -0.01% | +11.72% | |
| 49 | VV | Vanguard Large-cap ETF | ETF-Other | 0.31% | -0.01% | -0.57% | |
| 50 | PCAR | Paccar Inc | Stock-Industrials | 0.30% | -0.03% | -0.06% |
According to official SEC Form 13F filings, Brighton Jones LLC reported a total U.S. public equity portfolio value of $5.4B across 634 disclosed positions in Q2 2024.
During Q2 2024, Brighton Jones LLC's top holdings by market value included AMZN (25.6%)、MSFT (13.5%)、AAPL (3.6%). The largest single position, AMZN, represented 25.6% of total portfolio value.
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Top New Position Initiated
AMZN
市值: $774.2M
In Q2 2024, Brighton Jones LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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