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CIK: 0001360798
Total reported value
$5.4B
$5.4B
701 檔
24.1%
At the close of Q1 2025, Brighton Jones LLC disclosed equity holdings valued at approximately $5.4B, spread across 701 reported holdings.
During Q1 2025, Brighton Jones LLC performed routine portfolio adjustments (0 new buys, 22 additions, 26 trims, and 0 full exits), keeping overall allocation balanced.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, MSFT, AAPL) accounted for 24.1% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 701 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 23.94% | -1.10% | -2.77% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 9.49% | -1.03% | -24.23% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.66% | -0.07% | -4.23% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.49% | -0.03% | -10.36% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.92% | +0.11% | +3.72% | |
| 6 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.78% | -0.01% | +5.63% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.75% | -0.04% | -2.25% | |
| 8 | DFIC | Dimensional International Co | ETF-Other | 1.62% | -0.09% | +7.46% | |
| 9 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.38% | -0.21% | -22.55% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.34% | +0.15% | +18.47% | |
| 11 | DFAI | Dimensional International Co | ETF-Other | 1.19% | -0.09% | +11.00% | |
| 12 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.16% | -0.01% | -4.96% | |
| 13 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.06% | +0.16% | +53.98% | |
| 14 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 1.05% | -0.02% | +1.96% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.02% | -0.01% | +7.88% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.98% | -0.01% | -6.19% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.98% | -0.03% | -1.00% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.84% | -0.03% | -3.87% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.79% | -0.05% | — | |
| 20 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.78% | +0.02% | +8.81% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | -0.01% | +5.88% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.06% | +13.73% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | +0.05% | +6.68% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.71% | -0.07% | -3.27% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.68% | -0.09% | +12.88% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | +0.26% | +3.15% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.62% | -0.05% | -0.71% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.02% | +4.80% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.59% | +0.08% | +2.98% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.59% | -0.02% | -1.19% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | +0.10% | +7.46% | |
| 32 | LII | Lennox International Inc | Stock-Industrials | 0.58% | +0.01% | +7092.46% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.55% | +0.02% | -2.15% | |
| 34 | PFE | Pfizer Inc | Stock-Healthcare | 0.54% | -0.02% | -0.69% | |
| 35 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.53% | -0.13% | -3.93% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | -0.18% | +5.05% | |
| 37 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.50% | +0.12% | +3.91% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | +0.06% | -33.80% | |
| 39 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.42% | +0.02% | +4.88% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.40% | -0.02% | +0.89% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | -0.01% | +4.49% | |
| 42 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.39% | +0.53% | +153.45% | |
| 43 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.38% | -0.02% | -23.98% | |
| 44 | IOT | Samsara Inc-cl A | Stock-Tech | 0.37% | -0.01% | EXIT | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.35% | -0.03% | -49.23% | |
| 46 | VV | Vanguard Large-cap ETF | ETF-Other | 0.33% | -0.01% | +0.30% | |
| 47 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.33% | -0.05% | +1.24% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.31% | — | -1.99% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.29% | -0.03% | +5.58% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.29% | -0.01% | +1.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LII | Lennox International Inc | +0.6% | +7092.46% | Add |
| 2 | DCOR | Dimensional US Core Eq 1 ETF | +0.4% | +53.98% | Add |
| 3 | DFIC | Dimensional International Co | +0.4% | +7.46% | Add |
| 4 | DFGR | Dim Global Real Estate ETF | +0.3% | +5.63% | Add |
| 5 | DFAI | Dimensional International Co | +0.3% | +11.00% | Add |
| 6 | SGOV | Ishares 0-3 Month Treasury B | +0.3% | +153.45% | Add |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +6.68% | Add |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | — | Unchanged |
| 9 | COST | Costco Wholesale CORP | +0.2% | +12.88% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.2% | +13.73% | Add |
| 11 | VT | Vanguard Tot World Stk ETF | +0.2% | +7.88% | Add |
| 12 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +8.81% | Add |
| 13 | XOM | Exxon Mobil CORP | +0.1% | +5.05% | Add |
| 14 | PM | Philip Morris International | +0.1% | +170.94% | Add |
| 15 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +86.65% | Add |
| 16 | NVDA | Nvidia CORP | +0.1% | +18.47% | Add |
| 17 | AMGN | Amgen Inc | +0.1% | +5.58% | Add |
| 18 | ABT | Abbott Laboratories | +0.1% | +10.29% | Add |
| 19 | ABBV | Abbvie Inc | +0.1% | +19.37% | Add |
| 20 | IWB | Ishares Russell 1000 ETF | +0.1% | -2.25% | Trim |
| 21 | TMUS | T-mobile US Inc | +0.1% | -22.55% | Trim |
| 22 | IWV | Ishares Russell 3000 ETF | 0% | -3.87% | Trim |
| 23 | DFAU | Dimensional US Core Equity M | — | -4.96% | Trim |
| 24 | IWF | Ishares Russell 1000 Growth | 0% | -1.00% | Trim |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -6.19% | Trim |
| 26 | GOOGL | Alphabet Inc-cl A | 0% | +7.46% | Add |
| 27 | IWM | Ishares Russell 2000 ETF | 0% | -2.15% | Trim |
| 28 | IOT | Samsara Inc-cl A | 0% | -1.54% | Trim |
| 29 | DLR | Digital Realty Trust Inc | 0% | +1.24% | Add |
| 30 | RELY | Remitly Global Inc | 0% | -14.54% | Trim |
| 31 | GOOG | Alphabet Inc-cl C | 0% | +3.15% | Add |
| 32 | RDDT | Reddit Inc-cl A | 0% | +10.19% | Add |
| 33 | SOFI | Sofi Technologies Inc | -0.1% | -0.11% | Trim |
| 34 | SNOW | Snowflake Inc | -0.1% | -22.10% | Trim |
| 35 | HAPN | Happen Inc | -0.1% | — | Unchanged |
| 36 | ALK | Alaska Air Group Inc | -0.1% | -16.38% | Trim |
| 37 | CMCSA | Comcast Corp-class A | -0.1% | -32.81% | Trim |
| 38 | RWO | State Street Spdr Dow Jones | -0.1% | -23.98% | Trim |
| 39 | BND | Vanguard Total Bond Market | -0.1% | -74.65% | Trim |
| 40 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -41.48% | Trim |
| 41 | ABNB | Airbnb Inc-class A | -0.1% | -23.85% | Trim |
| 42 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -10.36% | Trim |
| 43 | UNH | Unitedhealth Group Inc | -0.2% | -33.80% | Trim |
| 44 | AAPL | Apple Inc | -0.2% | -4.23% | Trim |
| 45 | NKE | Nike Inc -cl B | -0.3% | -64.69% | Trim |
| 46 | TSLA | Tesla Inc | -0.3% | -3.27% | Trim |
| 47 | APP | Applovin Corp-class A | -0.4% | -89.76% | Trim |
| 48 | ORCL | Oracle CORP | -0.4% | -49.23% | Trim |
| 49 | AMZN | Amazon.com Inc | -1.6% | -2.77% | Trim |
| 50 | MSFT | Microsoft CORP | -3.2% | -24.23% | Trim |
According to official SEC Form 13F filings, Brighton Jones LLC reported a total U.S. public equity portfolio value of $5.4B across 701 disclosed positions in Q1 2025.
During Q1 2025, Brighton Jones LLC's top holdings by market value included AMZN (23.9%)、MSFT (9.5%)、AAPL (3.7%). The largest single position, AMZN, represented 23.9% of total portfolio value.
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Top Position Liquidated / Trimmed
AMZN
前期市值: $885.5M
In Q1 2025, Brighton Jones LLC made 48 total portfolio adjustments, initiating 0 new buys, adding to 22 positions, trimming 26 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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