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CIK: 0001360798
Total reported value
$5.4B
$5.4B
925 檔
27.4%
According to the latest 13F quarterly dataset, Brighton Jones LLC managed an equity portfolio of $5.4B at the end of Q2 2025, spanning 925 distinct U.S. exchange-listed positions.
In Q2 2025, Brighton Jones LLC displayed an active expansion posture, initiating 0 new positions and adding to 37 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, MSFT, AAPL) accounted for 27.4% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
AMZN
前期市值: $746.6M
Showing top 200 holdings (of 925 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 22.95% | -1.10% | -1.57% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 9.81% | -1.03% | -7.60% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.95% | -0.07% | +3.09% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.29% | -0.03% | -1.44% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.88% | +0.15% | +14.39% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.85% | +0.11% | +4.78% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.63% | -0.04% | -0.35% | |
| 8 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.61% | -0.01% | +5.19% | |
| 9 | DFIC | Dimensional International Co | ETF-Other | 1.59% | -0.09% | +3.36% | |
| 10 | DFAI | Dimensional International Co | ETF-Other | 1.18% | -0.09% | +5.85% | |
| 11 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.17% | +0.16% | +19.73% | |
| 12 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.10% | -0.01% | +2.24% | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.01% | -0.01% | +5.05% | |
| 14 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.00% | -0.21% | -3.85% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.97% | -0.01% | +5.36% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.96% | -0.03% | -1.27% | |
| 17 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.93% | -0.02% | +1.12% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.79% | -0.03% | +1.48% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | -0.06% | +0.23% | |
| 20 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.78% | +0.02% | +5.23% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | -0.01% | +9.47% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | -0.07% | +1.58% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | -0.09% | +8.62% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.60% | -0.05% | +5.65% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | +0.05% | +8.72% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.02% | +4.93% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.57% | -0.02% | +3.05% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.26% | -5.12% | |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.55% | -0.05% | -9.68% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.54% | +0.08% | -8.29% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | +0.10% | -5.29% | |
| 32 | LII | Lennox International Inc | Stock-Industrials | 0.50% | +0.01% | +0.18% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.50% | +0.02% | -0.11% | |
| 34 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.49% | +0.12% | +5.09% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.47% | -0.03% | +0.83% | |
| 36 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.44% | +0.02% | +10.13% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | -0.01% | +1.28% | |
| 38 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.40% | -0.13% | -4.50% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.18% | -3.67% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.38% | -0.02% | -0.01% | |
| 41 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.36% | -0.13% | +87.31% | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 0.36% | -0.02% | -17.97% | |
| 43 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.35% | -0.01% | -0.25% | |
| 44 | SNOW | Snowflake Inc | Stock-Tech | 0.34% | +0.17% | +17.20% | |
| 45 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.34% | -0.05% | +0.36% | |
| 46 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.33% | -0.02% | +3.32% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.32% | -0.03% | +14.49% | |
| 48 | IOT | Samsara Inc-cl A | Stock-Tech | 0.31% | -0.01% | EXIT | |
| 49 | VV | Vanguard Large-cap ETF | ETF-Other | 0.31% | -0.01% | +0.28% | |
| 50 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.29% | -0.03% | +69.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.5% | +14.39% | Add |
| 2 | MSFT | Microsoft CORP | +0.3% | -7.60% | Trim |
| 3 | ABNB | Airbnb Inc-class A | +0.2% | +87.31% | Add |
| 4 | RDDT | Reddit Inc-cl A | +0.2% | +69.16% | Add |
| 5 | ORCL | Oracle CORP | +0.1% | +0.83% | Add |
| 6 | AVGO | Broadcom Inc | +0.1% | +14.49% | Add |
| 7 | DCOR | Dimensional US Core Eq 1 ETF | +0.1% | +19.73% | Add |
| 8 | SNOW | Snowflake Inc | +0.1% | +17.20% | Add |
| 9 | MAR | Marriott International -cl A | +0.1% | +144.19% | Add |
| 10 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +176.43% | Add |
| 11 | SOFI | Sofi Technologies Inc | +0.1% | -0.25% | Trim |
| 12 | RBLX | Roblox CORP -class A | +0.1% | +509.87% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +0.23% | Add |
| 14 | DASH | Doordash Inc - A | +0.1% | +76.10% | Add |
| 15 | NFLX | Netflix Inc | +0.1% | +10.79% | Add |
| 16 | DFSU | Dimensional US Sus Core1 ETF | +0.1% | +40.81% | Add |
| 17 | ANET | Arista Networks Inc | +0.1% | +88.22% | Add |
| 18 | PNC | Pnc Financial Services Group | +0.1% | +263.93% | Add |
| 19 | PM | Philip Morris International | 0% | +39.41% | Add |
| 20 | TSLA | Tesla Inc | 0% | +1.58% | Add |
| 21 | DFAE | Dimensional Emerging Core Eq | 0% | +10.13% | Add |
| 22 | IVV | Ishares Core S&p 500 ETF | 0% | +9.47% | Add |
| 23 | DLR | Digital Realty Trust Inc | 0% | +0.36% | Add |
| 24 | DFEM | Dimensional Emrg Mrkt Core | — | +5.23% | Add |
| 25 | JPM | Jpmorgan Chase & Co | — | +1.28% | Add |
| 26 | DFAI | Dimensional International Co | 0% | +5.85% | Add |
| 27 | VT | Vanguard Tot World Stk ETF | 0% | +5.05% | Add |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +5.36% | Add |
| 29 | DFAX | Dimensional World Ex US Core | 0% | +5.09% | Add |
| 30 | IWF | Ishares Russell 1000 Growth | 0% | -1.27% | Trim |
| 31 | EFA | Ishares Msci Eafe ETF | 0% | +5.65% | Add |
| 32 | VOO | Vanguard S&p 500 ETF | 0% | +4.93% | Add |
| 33 | ITOT | Ishares Core S&p Total U.s. | 0% | +3.05% | Add |
| 34 | DFIC | Dimensional International Co | 0% | +3.36% | Add |
| 35 | COST | Costco Wholesale CORP | 0% | +8.62% | Add |
| 36 | IWV | Ishares Russell 3000 ETF | -0.1% | +1.48% | Add |
| 37 | DFAU | Dimensional US Core Equity M | -0.1% | +2.24% | Add |
| 38 | DFAC | Dimensional US Core Equity 2 | -0.1% | +4.78% | Add |
| 39 | MDT | Medtronic plc | -0.1% | -81.64% | Trim |
| 40 | IWB | Ishares Russell 1000 ETF | -0.1% | -0.35% | Trim |
| 41 | ALK | Alaska Air Group Inc | -0.1% | -90.19% | Trim |
| 42 | DFGR | Dim Global Real Estate ETF | -0.2% | +5.19% | Add |
| 43 | PFE | Pfizer Inc | -0.2% | -17.97% | Trim |
| 44 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -1.44% | Trim |
| 45 | SGOV | Ishares 0-3 Month Treasury B | -0.2% | -54.08% | Trim |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | -0.2% | -9.68% | Trim |
| 47 | UNH | Unitedhealth Group Inc | -0.3% | -28.54% | Trim |
| 48 | TMUS | T-mobile US Inc | -0.4% | -3.85% | Trim |
| 49 | AAPL | Apple Inc | -0.7% | +3.09% | Add |
| 50 | AMZN | Amazon.com Inc | -1% | -1.57% | Trim |
According to official SEC Form 13F filings, Brighton Jones LLC reported a total U.S. public equity portfolio value of $5.4B across 925 disclosed positions in Q2 2025.
During Q2 2025, Brighton Jones LLC's top holdings by market value included AMZN (22.9%)、MSFT (9.8%)、AAPL (3.0%). The largest single position, AMZN, represented 22.9% of total portfolio value.
In Q2 2025, Brighton Jones LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 37 positions, trimming 13 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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