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CIK: 0001360798
Total reported value
$5.4B
$5.4B
579 檔
22.2%
The Q3 2024 SEC filing reveals that Brighton Jones LLC held a total portfolio value of $5.4B, covering 579 public equity positions.
In Q3 2024, Brighton Jones LLC adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 2 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, MSFT, AAPL) accounted for 22.2% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 579 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 25.49% | -1.10% | -9.16% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 10.48% | -1.03% | -29.02% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.10% | -0.07% | -10.46% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.78% | -0.03% | -9.33% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.09% | -0.04% | -2.23% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.96% | +0.11% | -9.54% | |
| 7 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.90% | -0.01% | +6.25% | |
| 8 | DFIC | Dimensional International Co | ETF-Other | 1.58% | -0.09% | +4.19% | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.33% | -0.01% | -9.81% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.32% | +0.15% | -14.15% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.26% | -0.03% | +0.91% | |
| 12 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 1.24% | -0.02% | -0.65% | |
| 13 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.23% | -0.21% | -22.36% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.20% | -0.01% | +8.52% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.08% | -0.01% | -0.71% | |
| 16 | DFAI | Dimensional International Co | ETF-Other | 1.06% | -0.09% | -5.97% | |
| 17 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.05% | -0.03% | -0.24% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | -0.01% | +5.93% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.81% | -0.05% | — | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.77% | -0.07% | -2.76% | |
| 21 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.75% | +0.02% | +2.64% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.06% | -15.79% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | +0.26% | -8.03% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.71% | +0.02% | -1.44% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.71% | -0.05% | -5.55% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | +0.05% | +1.85% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.69% | -0.02% | -4.15% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | +0.10% | -5.97% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | +0.02% | -3.89% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | +0.08% | -0.31% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | -0.09% | -6.84% | |
| 32 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.59% | +0.16% | +49.11% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.18% | -11.85% | |
| 34 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.53% | +0.12% | +6.98% | |
| 35 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.43% | -0.05% | -0.23% | |
| 36 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.43% | +0.02% | -5.60% | |
| 37 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.38% | -0.02% | -26.97% | |
| 38 | APP | Applovin Corp-class A | Stock-Tech | 0.37% | — | -61.37% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.35% | +0.06% | -39.10% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | -0.01% | -5.95% | |
| 41 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.35% | -0.13% | -38.47% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.34% | -0.03% | -80.11% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.34% | -0.10% | +89.95% | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.33% | -0.01% | -0.17% | |
| 45 | PCAR | Paccar Inc | Stock-Industrials | 0.33% | -0.03% | +0.67% | |
| 46 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.32% | -0.13% | -24.30% | |
| 47 | SYY | Sysco CORP | Stock-Consumer Staples | 0.30% | +0.01% | -4.94% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.30% | — | -14.54% | |
| 49 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.29% | -0.02% | -2.91% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.28% | -0.04% | -7.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFGR | Dim Global Real Estate ETF | +0.5% | +6.25% | Add |
| 2 | DFIC | Dimensional International Co | +0.3% | +4.19% | Add |
| 3 | VGSR | Vert Glb Sust Re ETF | +0.3% | -0.65% | Trim |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +8.52% | Add |
| 5 | DCOR | Dimensional US Core Eq 1 ETF | +0.3% | +49.11% | Add |
| 6 | TSLA | Tesla Inc | +0.2% | -2.76% | Trim |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | -9.33% | Trim |
| 8 | KLAC | Kla CORP | +0.2% | +706.35% | Add |
| 9 | PEP | Pepsico Inc | +0.2% | +89.95% | Add |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.2% | +5.93% | Add |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | — | Unchanged |
| 12 | DFAC | Dimensional US Core Equity 2 | +0.2% | -9.54% | Trim |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +1.85% | Add |
| 14 | ABT | Abbott Laboratories | +0.2% | +209.58% | Add |
| 15 | COMP | Compass Inc - Class A | +0.1% | +0.03% | Add |
| 16 | TMUS | T-mobile US Inc | 0% | -22.36% | Trim |
| 17 | GOOGL | Alphabet Inc-cl A | 0% | -5.97% | Trim |
| 18 | RWO | State Street Spdr Dow Jones | 0% | -26.97% | Trim |
| 19 | GOOG | Alphabet Inc-cl C | 0% | -8.03% | Trim |
| 20 | NVDA | Nvidia CORP | -0.1% | -14.15% | Trim |
| 21 | SBUX | Starbucks CORP | -0.1% | -38.47% | Trim |
| 22 | AMD | Advanced Micro Devices | -0.1% | -41.56% | Trim |
| 23 | XLK | Ss Technology Select Sector | -0.1% | -51.15% | Trim |
| 24 | INTC | Intel CORP | -0.1% | -19.26% | Trim |
| 25 | SCHF | Schwab Intl Equity ETF | -0.1% | -67.65% | Trim |
| 26 | NET | Cloudflare Inc - Class A | -0.1% | -85.32% | Trim |
| 27 | HUBS | Hubspot Inc | -0.1% | -81.63% | Trim |
| 28 | AMZN | Amazon.com Inc | -0.1% | -9.16% | Trim |
| 29 | LLY | Eli Lilly & Co | -0.1% | -31.57% | Trim |
| 30 | VO | Vanguard Mid-cap ETF | -0.1% | -52.91% | Trim |
| 31 | ISRG | Intuitive Surgical Inc | -0.1% | -67.89% | Trim |
| 32 | UNH | Unitedhealth Group Inc | -0.1% | -39.10% | Trim |
| 33 | NFLX | Netflix Inc | -0.1% | -50.43% | Trim |
| 34 | CMCSA | Comcast Corp-class A | -0.1% | -57.64% | Trim |
| 35 | VXUS | Vanguard Total Intl Stock | -0.1% | -65.39% | Trim |
| 36 | ABNB | Airbnb Inc-class A | -0.1% | -24.30% | Trim |
| 37 | VV | Vanguard Large-cap ETF | -0.1% | -51.58% | Trim |
| 38 | SCHB | Schwab US Broad Market ETF | -0.1% | -78.39% | Trim |
| 39 | APP | Applovin Corp-class A | -0.2% | -61.37% | Trim |
| 40 | SNOW | Snowflake Inc | -0.2% | -55.11% | Trim |
| 41 | ALK | Alaska Air Group Inc | -0.2% | -97.47% | Trim |
| 42 | NKE | Nike Inc -cl B | -0.4% | -81.42% | Trim |
| 43 | ORCL | Oracle CORP | -0.9% | -80.11% | Trim |
| 44 | PFE | Pfizer Inc | -1% | -95.62% | Trim |
| 45 | MSFT | Microsoft CORP | -3% | -29.02% | Trim |
| 46 | IOT | Samsara Inc-cl A | — | EXIT | Sold out |
| 47 | AON | Aon plc | — | NEW | New buy |
| 48 | RDDT | Reddit Inc-cl A | — | NEW | New buy |
| 49 | DUOL | Duolingo | — | EXIT | Sold out |
| 50 | ALIT | Alight Inc - Class A | — | NEW | New buy |
According to official SEC Form 13F filings, Brighton Jones LLC reported a total U.S. public equity portfolio value of $5.4B across 579 disclosed positions in Q3 2024.
During Q3 2024, Brighton Jones LLC's top holdings by market value included AMZN (25.5%)、MSFT (10.5%)、AAPL (4.1%). The largest single position, AMZN, represented 25.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
AON
市值: $2.9M
Top Position Liquidated / Trimmed
IOT
前期市值: $12.3M
In Q3 2024, Brighton Jones LLC made 49 total portfolio adjustments, initiating 3 new buys, adding to 10 positions, trimming 34 holdings, and fully liquidating 2 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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