Brighton Jones LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 9, 2024), Brighton Jones LLC reported 630 stock positions worth $2.8 billion. Its top holding was Amazon.com (AMZN) at 25.8% of the portfolio, followed by Microsoft (MSFT, 13.4%) and Apple (AAPL, 3.2%). Compared with Q4 2023, it opened 79 new positions, sold out of 30, added to 329 and reduced 186. The biggest buy was Microsoft (MSFT, shares +23%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001360798
- Portfolio Value
- $2.8B (Q1 2024)
- SEC Filing
- 0001085146-24-002372 ↗ filed May 9, 2024
Holdings Value
Holdings 630 stocks · $2.8B
| AMZN Amazon.com Inc. | 25.85% | 3,973,243 | $716.7M | Add +5.3% |
| MSFT Microsoft Corp. | 13.36% | 880,471 | $370.4M | Add +22.8% |
| AAPL Apple Inc. | 3.18% | 514,109 | $88.2M | Reduce -2.2% |
| VTI VG Morningstar TS MKT ETF-US | 2.70% | 287,730 | $74.8M | Reduce -1.6% |
| IWB iShares Russell 1000 ETF | 1.89% | 181,603 | $52.3M | Reduce -0.4% |
| DFAC Dimensional US Core Equity 2 | 1.81% | 1,570,668 | $50.2M | Reduce -0.4% |
| TMUS T-Mobile US Inc. | 1.56% | 265,067 | $43.3M | Reduce -7.5% |
| DFIC Dimensional International Co. | 1.29% | 1,335,759 | $35.7M | Add +1.2% |
| DFGR Dim Global Real Estate ETF | 1.28% | 1,395,398 | $35.6M | Add +10.9% |
| DFAU Dimensional US Core Equity M | 1.21% | 915,748 | $33.5M | Add +10.8% |
| NVDA Nvidia Corp. | 1.12% | 34,401 | $31.1M | Add +3.6% |
| IWF iShares Russell 1000 Growth | 1.07% | 88,136 | $29.7M | Add +2.6% |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 0.99% | 2,793,065 | $27.4M | Add +3.7% |
| IWV iShares Russell 3000 ETF | 0.94% | 87,059 | $26.1M | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.93% | 49,288 | $25.8M | Reduce -1.4% |
| VT Vanguard Tot World STK ETF | 0.91% | 227,885 | $25.2M | Add +10.3% |
| DFAI Dimensional International Co. | 0.86% | 784,563 | $23.7M | Add +8.8% |
| IVV iShares Core S&P 500 ETF | 0.74% | 39,184 | $20.6M | Add +0.6% |
| ORCL Oracle Corp. | 0.70% | 155,607 | $19.5M | Add +114.9% |
| NKE Nike Inc. Class B | 0.69% | 202,691 | $19.0M | Add +6.4% |
| GOOG Alphabet Inc. Class C | 0.69% | 125,036 | $19.0M | Add +5.2% |
| EFA iShares MSCI Eafe ETF | 0.67% | 233,112 | $18.6M | Reduce -1.2% |
| IWM iShares Russell 2000 ETF | 0.66% | 86,629 | $18.2M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 0.65% | 37,075 | $18.0M | Reduce -6.2% |
| ITOT iShares Core S&P Total U.S. | 0.63% | 152,268 | $17.6M | Reduce -0.2% |
| APP AppLovin Corp. Class A | 0.63% | 251,123 | $17.4M | Reduce -24.1% |
| XOM Exxon Mobil Corp. | 0.61% | 146,381 | $17.0M | Reduce -2.3% |
| GOOGL Alphabet Inc. Class A | 0.60% | 109,638 | $16.5M | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 0.59% | 34,100 | $16.4M | Add +94.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.56% | 36,978 | $15.5M | Add +15.1% |
| DFEM Dimensional Emrg MRKT Core | 0.56% | 609,979 | $15.5M | Add +1.7% |
| ABNB Airbnb Inc. Class A | 0.52% | 88,096 | $14.5M | Reduce -25.7% |
| COST Costco Wholesale Corp. | 0.49% | 18,604 | $13.6M | Add +11.2% |
| SBUX Starbucks Corp. | 0.49% | 148,302 | $13.6M | Add +8.7% |
| SNOW Snowflake Inc. | 0.47% | 81,185 | $13.1M | Reduce -6.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.47% | 29,285 | $13.0M | Add +4.8% |
| TSLA Tesla Inc. | 0.46% | 72,529 | $12.7M | Add +19.5% |
| RWO State Street SPDR Dow Jones | 0.45% | 290,616 | $12.4M | Add +2.6% |
| DFAX Dimensional World Ex US Core | 0.40% | 436,649 | $11.1M | Add +6.1% |
| PCAR Paccar Inc. | 0.39% | 88,175 | $10.9M | Add +0.0% |
| DLR Digital Realty Trust Inc. | 0.37% | 71,320 | $10.3M | Add +870.9% |
| DFAE Dimensional Emerging Core Eq | 0.35% | 393,687 | $9.7M | Add +9.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.33% | 37,919 | $9.1M | Add +1.2% |
| LLY Eli Lilly & Co. | 0.32% | 11,448 | $8.9M | Add +18.3% |
| UNH Unitedhealth Group Inc. | 0.32% | 17,844 | $8.8M | Reduce -0.9% |
| SYY Sysco Corp. | 0.32% | 108,445 | $8.8M | Reduce -9.1% |
| IWR iShares Russell Mid-Cap ETF | 0.31% | 103,479 | $8.7M | Add +3.2% |
| HD Home Depot Inc. | 0.31% | 22,321 | $8.6M | Add +1.3% |
| JPM JPMorgan Chase & Co. | 0.30% | 41,771 | $8.4M | Add +2.8% |
| CRM Salesforce Inc. | 0.30% | 27,329 | $8.2M | Reduce -5.3% |
| CMCSA Comcast Corp. Class A | 0.29% | 182,732 | $7.9M | Add +28.3% |
| RELY Remitly Global Inc. | 0.27% | 364,915 | $7.6M | Reduce -1.9% |
| SCZ iShares MSCI Eafe Small-Cap | 0.27% | 116,676 | $7.4M | Reduce -3.0% |
| INTC Intel Corp. | 0.26% | 165,781 | $7.3M | Reduce -3.4% |
| AMGN Amgen Inc. | 0.25% | 24,028 | $6.8M | Add +2.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.24% | 40,220 | $6.6M | Reduce -1.9% |
| ALK Alaska Air Group Inc. | 0.24% | 151,865 | $6.5M | Add +289.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.23% | 25,716 | $6.4M | Add +1.2% |
| DCOR Dimensional US Core Eq 1 ETF | 0.23% | 108,922 | $6.4M | Add +77.2% |
| NFLX Netflix Inc. | 0.23% | 10,391 | $6.3M | Add +2.3% |
| ACN Accenture PLC Class A | 0.23% | 18,117 | $6.3M | Add +1.3% |
| VEA Vanguard Ftse Developed ETF | 0.23% | 124,792 | $6.3M | Add +1.5% |
| VXUS Vanguard Total Intl Stock | 0.21% | 98,702 | $6.0M | Add +3.0% |
| IWD iShares Russell 1000 Value E | 0.21% | 33,170 | $5.9M | Add +0.7% |
| JNJ Johnson & Johnson | 0.21% | 36,392 | $5.8M | Add +3.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.21% | 16,601 | $5.7M | Reduce -6.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.20% | 53,461 | $5.5M | Reduce -0.5% |
| SOFI Sofi Technologies Inc. | 0.19% | 714,375 | $5.2M | Add +4.3% |
| LOW Lowe's Cos Inc. | 0.18% | 19,224 | $4.9M | Reduce -0.2% |
| EEM iShares MSCI Emerging Market | 0.17% | 115,758 | $4.8M | Reduce -0.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.17% | 24,473 | $4.7M | Reduce -0.4% |
| PEP Pepsico Inc. | 0.17% | 26,151 | $4.6M | Add +5.2% |
| PG The Procter & Gamble Co. | 0.16% | 28,168 | $4.6M | Add +27.9% |
| WMT Walmart Inc. | 0.16% | 75,253 | $4.5M | Add +7.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.16% | 7 | $4.4M | No change |
| UBER Uber Technologies Inc. | 0.16% | 56,746 | $4.4M | Add +218.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.16% | 10,907 | $4.3M | Add +0.6% |
| AMD Advanced Micro Devices | 0.16% | 23,861 | $4.3M | Reduce -0.9% |
| MRK Merck & Co. Inc. | 0.15% | 31,396 | $4.1M | Add +0.6% |
| IVW iShares S&P 500 Growth ETF | 0.15% | 48,266 | $4.1M | Add +2.5% |
| IJH iShares Core S&P Midcap ETF | 0.15% | 66,485 | $4.0M | Reduce -0.3% |
| ADBE Adobe Inc. | 0.15% | 7,984 | $4.0M | Add +1.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.15% | 69,893 | $4.0M | Add +0.5% |
| HAPN Happen Inc. filed as LENDINGCLUB CORP | 0.14% | 454,817 | $4.0M | No change |
| BA The Boeing Co. | 0.14% | 20,471 | $4.0M | Add +3.0% |
| V Visa Inc. Class A | 0.14% | 13,850 | $3.9M | Add +5.4% |
| ISRG Intuitive Surgical Inc. | 0.13% | 9,314 | $3.7M | Add +5.2% |
| HON Honeywell International Inc. | 0.13% | 17,810 | $3.7M | Reduce -4.5% |
| CVX Chevron Corp. | 0.13% | 23,091 | $3.6M | Add +3.4% |
| ABBV Abbvie Inc. | 0.13% | 19,244 | $3.5M | Add +14.2% |
| SCHB Schwab US Broad Market ETF | 0.13% | 56,877 | $3.5M | Add +0.4% |
| CSCO Cisco Systems Inc. | 0.12% | 68,725 | $3.4M | Reduce -12.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 90,305 | $3.4M | Reduce -2.2% |
| PFE Pfizer Inc. | 0.12% | 122,276 | $3.4M | Add +99.4% |
| COMP Compass Inc. Class A | 0.12% | 939,320 | $3.4M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 17,506 | $3.3M | Reduce -6.7% |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 18,064 | $3.3M | Reduce -0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.12% | 26,298 | $3.2M | Add +0.6% |
| FSBC Five Star Bancorp | 0.12% | 142,655 | $3.2M | Reduce -1.7% |
| AVGO Broadcom Inc. | 0.11% | 2,347 | $3.1M | Add +11.8% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -2.2% | 3.18% | −1.09 |
| TMUS T-Mobile US Inc. | Reduce -7.5% | 1.56% | −0.38 |
| AMJ JPMorgan Alerian MLP Index | Reduce -92.4% | 0.03% | −0.36 |
| GTLB Gitlab Inc. Class A | Sold out | 0.00% | −0.26 |
| SNOW Snowflake Inc. | Reduce -6.5% | 0.47% | −0.26 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.6% | 2.70% | −0.23 |
| RSG Republic Services Inc. | Reduce -69.6% | 0.08% | −0.19 |
| ABNB Airbnb Inc. Class A | Reduce -25.7% | 0.52% | −0.16 |
| DFAC Dimensional US Core Equity 2 | Reduce -0.4% | 1.81% | −0.13 |
| IWB iShares Russell 1000 ETF | Reduce -0.4% | 1.89% | −0.13 |
| INTC Intel Corp. | Reduce -3.4% | 0.26% | −0.10 |
| UNH Unitedhealth Group Inc. | Reduce -0.9% | 0.32% | −0.08 |
| IWM iShares Russell 2000 ETF | Reduce -0.4% | 0.66% | −0.08 |
| EFA iShares MSCI Eafe ETF | Reduce -1.2% | 0.67% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.4% | 0.93% | −0.07 |
| IWV iShares Russell 3000 ETF | Reduce -0.7% | 0.94% | −0.07 |
| UPS United Parcel Service Class B | Reduce -38.6% | 0.06% | −0.06 |
| GOOGL Alphabet Inc. Class A | Reduce -0.3% | 0.60% | −0.05 |
| SYY Sysco Corp. | Reduce -9.1% | 0.32% | −0.05 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -3.0% | 0.27% | −0.05 |
| SIXL Etc 6 Meridian Low Beta Equi | Sold out | 0.00% | −0.05 |
| FSBC Five Star Bancorp | Reduce -1.7% | 0.12% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -12.4% | 0.12% | −0.04 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.2% | 0.63% | −0.04 |
| AMLP Alerian MLP ETF | Reduce -29.9% | 0.08% | −0.04 |
| HON Honeywell International Inc. | Reduce -4.5% | 0.13% | −0.03 |
| GBX Greenbrier Companies Inc. | Reduce -46.1% | 0.04% | −0.03 |
| RELY Remitly Global Inc. | Reduce -1.9% | 0.27% | −0.03 |
| MDB Mongodb Inc. | Reduce -2.4% | 0.07% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -6.0% | 0.21% | −0.03 |
| EEM iShares MSCI Emerging Market | Reduce -0.1% | 0.17% | −0.02 |
| CRM Salesforce Inc. | Reduce -5.3% | 0.30% | −0.02 |
| SHOP Shopify Inc. Class A | Reduce -4.8% | 0.10% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.9% | 0.24% | −0.02 |
| STX Seagate Technology Holdings | Reduce -23.8% | 0.05% | −0.02 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -0.5% | 0.20% | −0.02 |
| BDX Becton Dickinson and Co. | Reduce -61.9% | 0.01% | −0.02 |
| HCP Hashicorp Inc. Class A | Reduce -19.7% | 0.07% | −0.02 |
| GUNR NT Mstar GLBL NR ETF | Reduce -64.2% | 0.01% | −0.02 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -2.3% | 0.61% | −0.02 |
| GSLC Goldman Activebeta US LC ETF | Sold out | 0.00% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.4% | 0.17% | −0.02 |
| FV First Trust DW Focus 5 Fund | Sold out | 0.00% | −0.01 |
| TIP iShares Tips Bond ETF | Reduce -6.3% | 0.06% | −0.01 |
| SIXH Etc 6 Meridian Hedged Equity | Reduce -9.9% | 0.07% | −0.01 |
| OEF iShares S&P 100 ETF | Reduce -15.3% | 0.06% | −0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -5.0% | 0.10% | −0.01 |
| VNO Vornado Realty Trust | Sold out | 0.00% | −0.01 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -6.3% | 0.09% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| MSFT Microsoft Corp. | Add +22.8% | 13.36% | +1.99 |
| AMZN Amazon.com Inc. | Add +5.3% | 25.85% | +1.68 |
| NVDA Nvidia Corp. | Add +3.6% | 1.12% | +0.43 |
| ORCL Oracle Corp. | Add +114.9% | 0.70% | +0.38 |
| DLR Digital Realty Trust Inc. | Add +870.9% | 0.37% | +0.33 |
| VOO Vanguard S&P 500 ETF | Add +94.8% | 0.59% | +0.27 |
| ALK Alaska Air Group Inc. | Add +289.9% | 0.24% | +0.17 |
| COMP Compass Inc. Class A | New | 0.12% | +0.12 |
| UBER Uber Technologies Inc. | Add +218.1% | 0.16% | +0.11 |
| DCOR Dimensional US Core Eq 1 ETF | Add +77.2% | 0.23% | +0.09 |
| LLY Eli Lilly & Co. | Add +18.3% | 0.32% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +15.1% | 0.56% | +0.08 |
| DVN Devon Energy Corp. | Add +456.8% | 0.08% | +0.07 |
| FANG Diamondback Energy Inc. | New | 0.06% | +0.06 |
| DFAU Dimensional US Core Equity M | Add +10.8% | 1.21% | +0.05 |
| PFE Pfizer Inc. | Add +99.4% | 0.12% | +0.05 |
| MRO Marathon Oil Corp. | New | 0.04% | +0.04 |
| EOG EOG Resources Inc. | New | 0.03% | +0.03 |
| PCAR Paccar Inc. | Add +0.0% | 0.39% | +0.03 |
| PG The Procter & Gamble Co. | Add +27.9% | 0.16% | +0.03 |
| COST Costco Wholesale Corp. | Add +11.2% | 0.49% | +0.03 |
| COP Conocophillips | Add +80.7% | 0.06% | +0.03 |
| CMCSA Comcast Corp. Class A | Add +28.3% | 0.29% | +0.02 |
| WFC Wells Fargo & Co. | Add +29.1% | 0.10% | +0.02 |
| GSK GSK PLC-Spon ADR | New | 0.02% | +0.02 |
| NFLX Netflix Inc. | Add +2.3% | 0.23% | +0.02 |
| DKS Dick's Sporting Goods Inc. | Add +3.8% | 0.07% | +0.02 |
| LH Laboratory CRP of Amer Hldgs | New | 0.02% | +0.02 |
| BND Vanguard Total Bond Market | Add +96.3% | 0.04% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +86.0% | 0.03% | +0.02 |
| DIS The Walt Disney Co. | Add +0.6% | 0.12% | +0.02 |
| ABBV Abbvie Inc. | Add +14.2% | 0.13% | +0.02 |
| EPD Enterprise Products Partners | Add +139.2% | 0.03% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +61.4% | 0.03% | +0.02 |
| CAT Caterpillar Inc. | Add +13.7% | 0.08% | +0.01 |
| VLO Valero Energy Corp. | New | 0.01% | +0.01 |
| AVGO Broadcom Inc. | Add +11.8% | 0.11% | +0.01 |
| VMBS Vanguard Mortgage-Backed Sec | New | 0.01% | +0.01 |
| INTU Intuit Inc. | Add +30.8% | 0.08% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +10.3% | 0.91% | +0.01 |
| IGV iShares Expanded Tech-Softwa | New | 0.01% | +0.01 |
| CBRE CBRE Group Inc. Class A | New | 0.01% | +0.01 |
| PDBC Invesco Optimum Yield Divers | New | 0.01% | +0.01 |
| SHAK Shake Shack Inc. Class A | Add +0.1% | 0.07% | +0.01 |
| XLRE SS Real Estate Select Sector | New | 0.01% | +0.01 |
| ETN Eaton Corp. PLC | Add +25.6% | 0.04% | +0.01 |
| ED Consolidated Edison Inc. | New | 0.01% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +2.8% | 0.30% | +0.01 |
| BX Blackstone Inc. | Add +83.0% | 0.03% | +0.01 |
| SPG Simon Property Group Inc. | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,422 | $5.4B | AMZN, MSFT, AAPL, NVDA, VTI |
| Q1 2026Amended | 1,200 | $4.5B | AMZN, MSFT, AAPL, NVDA, VTI |
| Q4 2025 | 55 | $2.7B | AMZN, MSFT, AAPL, NVDA, VTI |
| Q3 2025 | 1,025 | $4.2B | AMZN, MSFT, AAPL, VTI, NVDA |
| Q2 2025 | 925 | $3.7B | AMZN, MSFT, AAPL, VTI, NVDA |
| Q1 2025 | 700 | $3.1B | AMZN, MSFT, AAPL, VTI, DFAC |
| Q4 2024Amended | 683 | $3.5B | AMZN, MSFT, AAPL, VTI, DFAC |
| Q3 2024Amended | 579 | $2.7B | AMZN, MSFT, AAPL, VTI, IWB |
| Q2 2024Amended | 634 | $3.0B | AMZN, MSFT, AAPL, VTI, DFAC |
| Q1 2024 | 630 | $2.8B | AMZN, MSFT, AAPL, VTI, IWB |