What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001360798
Total reported value
$5.4B
$5.4B
1025 檔
28.9%
In Q3 2025, Brighton Jones LLC's U.S. equity holdings reached a combined market value of $5.4B, distributed across 1025 disclosed stock positions.
In Q3 2025, Brighton Jones LLC displayed an active expansion posture, initiating 1 new positions and adding to 41 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, MSFT, AAPL) accounted for 28.9% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 1025 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 20.79% | -1.10% | +2.23% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.83% | -1.03% | -2.48% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.26% | -0.07% | +0.61% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.32% | -0.03% | +5.75% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.12% | +0.15% | +7.40% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.78% | +0.11% | +1.40% | |
| 7 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.57% | -0.01% | +8.12% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.55% | -0.04% | -0.46% | |
| 9 | DFIC | Dimensional International Co | ETF-Other | 1.54% | -0.09% | +4.26% | |
| 10 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.36% | +0.16% | +22.68% | |
| 11 | DFAI | Dimensional International Co | ETF-Other | 1.20% | -0.09% | +8.92% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.16% | -0.07% | +26.18% | |
| 13 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.07% | -0.01% | +1.68% | |
| 14 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.99% | -0.01% | +3.55% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.99% | +0.26% | +43.78% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.92% | -0.01% | -0.10% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.92% | -0.03% | -1.80% | |
| 18 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.88% | -0.02% | +5.25% | |
| 19 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.86% | -0.21% | -3.09% | |
| 20 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.79% | +0.02% | +6.23% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | -0.01% | +1.83% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.75% | -0.03% | -1.21% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | -0.06% | +1.40% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.10% | +3.26% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.64% | -0.03% | +19.80% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.57% | -0.02% | +4.58% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | +0.05% | +1.93% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.02% | -0.47% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.54% | -0.05% | -3.52% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.09% | -2.63% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.52% | +0.08% | +0.64% | |
| 32 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.51% | +0.12% | +8.60% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.51% | -0.05% | — | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.50% | +0.02% | -0.37% | |
| 35 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.49% | +0.53% | +262.78% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | -0.01% | +23.75% | |
| 37 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.46% | +0.02% | +7.76% | |
| 38 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.44% | -0.01% | -2.79% | |
| 39 | LII | Lennox International Inc | Stock-Industrials | 0.41% | +0.01% | +0.11% | |
| 40 | SNOW | Snowflake Inc | Stock-Tech | 0.39% | +0.17% | +27.25% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.36% | -0.02% | +2.90% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.18% | +1.42% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.36% | -0.03% | +4.20% | |
| 44 | PFE | Pfizer Inc | Stock-Healthcare | 0.34% | -0.02% | +2.81% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | — | +22.95% | |
| 46 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.33% | -0.13% | +0.48% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.11% | +34.60% | |
| 48 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.31% | -0.13% | +5.51% | |
| 49 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.31% | -0.02% | +0.26% | |
| 50 | VV | Vanguard Large-cap ETF | ETF-Other | 0.30% | -0.01% | +0.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.8% | +7.40% | Add |
| 2 | TSLA | Tesla Inc | +0.5% | +26.18% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | +43.78% | Add |
| 4 | DCOR | Dimensional US Core Eq 1 ETF | +0.3% | +22.68% | Add |
| 5 | ORCL | Oracle CORP | +0.3% | +19.80% | Add |
| 6 | SOFI | Sofi Technologies Inc | +0.2% | -2.79% | Trim |
| 7 | SNOW | Snowflake Inc | +0.2% | +27.25% | Add |
| 8 | AVGO | Broadcom Inc | +0.2% | +4.20% | Add |
| 9 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +33.84% | Add |
| 10 | DELL | Dell Technologies -c | +0.2% | +761.44% | Add |
| 11 | RDDT | Reddit Inc-cl A | +0.1% | -33.20% | Add |
| 12 | ABNB | Airbnb Inc-class A | +0.1% | +5.51% | Add |
| 13 | RBLX | Roblox CORP -class A | +0.1% | +27.14% | Add |
| 14 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +262.78% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.26% | Trim |
| 16 | INTC | Intel CORP | +0.1% | +25.89% | Add |
| 17 | DASH | Doordash Inc - A | +0.1% | +33.71% | Add |
| 18 | ANET | Arista Networks Inc | +0.1% | +9.78% | Add |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +23.75% | Add |
| 20 | MAR | Marriott International -cl A | +0.1% | +0.10% | Add |
| 21 | PNC | Pnc Financial Services Group | +0.1% | +42.76% | Add |
| 22 | GE | General Electric | +0.1% | +21.13% | Add |
| 23 | WMT | Walmart Inc | +0.1% | +34.60% | Add |
| 24 | DFAE | Dimensional Emerging Core Eq | 0% | +7.76% | Add |
| 25 | HD | Home Depot Inc | 0% | +22.95% | Add |
| 26 | DFAI | Dimensional International Co | 0% | +8.92% | Add |
| 27 | DFEM | Dimensional Emrg Mrkt Core | 0% | +6.23% | Add |
| 28 | DFAX | Dimensional World Ex US Core | 0% | +8.60% | Add |
| 29 | IVV | Ishares Core S&p 500 ETF | 0% | +1.83% | Add |
| 30 | ITOT | Ishares Core S&p Total U.s. | 0% | +4.58% | Add |
| 31 | VT | Vanguard Tot World Stk ETF | 0% | +3.55% | Add |
| 32 | META | Meta Platforms Inc-class A | 0% | +1.40% | Add |
| 33 | VOO | Vanguard S&p 500 ETF | -0.1% | -0.47% | Add |
| 34 | IWF | Ishares Russell 1000 Growth | -0.1% | -1.80% | Trim |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -0.10% | Add |
| 36 | DFIC | Dimensional International Co | -0.1% | +4.26% | Add |
| 37 | DFAU | Dimensional US Core Equity M | -0.1% | +1.68% | Add |
| 38 | IWV | Ishares Russell 3000 ETF | -0.1% | -1.21% | Add |
| 39 | DFAC | Dimensional US Core Equity 2 | -0.1% | +1.40% | Add |
| 40 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | +5.75% | Add |
| 41 | VGSR | Vert Glb Sust Re ETF | -0.2% | +5.25% | Add |
| 42 | IWB | Ishares Russell 1000 ETF | -0.2% | -0.46% | Trim |
| 43 | DFGR | Dim Global Real Estate ETF | -0.2% | +8.12% | Add |
| 44 | UNH | Unitedhealth Group Inc | -0.3% | +25.02% | Trim |
| 45 | IOT | Samsara Inc-cl A | -0.3% | -66.44% | Trim |
| 46 | AAPL | Apple Inc | -0.4% | +0.61% | Add |
| 47 | TMUS | T-mobile US Inc | -0.5% | -3.09% | Trim |
| 48 | MSFT | Microsoft CORP | -0.7% | -2.48% | Trim |
| 49 | AMZN | Amazon.com Inc | -3.2% | +2.23% | Add |
| 50 | WRD | Weride Inc-adr | — | 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 1025 disclosed positions in Q3 2025.
During Q3 2025, Brighton Jones LLC's top holdings by market value included AMZN (20.8%)、MSFT (8.8%)、AAPL (3.3%). The largest single position, AMZN, represented 20.8% 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
WRD
市值: $4.4M
Top Position Liquidated / Trimmed
MSFT
前期市值: $296.0M
In Q3 2025, Brighton Jones LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 41 positions, trimming 8 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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