Brighton Jones LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed March 4, 2025), Brighton Jones LLC reported 634 stock positions worth $3.0 billion. Its top holding was Amazon.com (AMZN) at 25.6% of the portfolio, followed by Microsoft (MSFT, 13.5%) and Apple (AAPL, 3.6%). Compared with Q1 2024, it opened 43 new positions, sold out of 40, added to 376 and reduced 168. The biggest buy was Pfizer (PFE, shares +801%) and the biggest sale T-Mobile US (TMUS, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001360798
- Portfolio Value
- $3.0B (Q2 2024)
- SEC Filing
- 0001085146-25-001791 ↗ filed Mar 4, 2025
Holdings Value
Holdings 634 stocks · $3.0B
| AMZN Amazon.com Inc. | 25.57% | 4,006,146 | $774.2M | Add +0.8% |
| MSFT Microsoft Corp. | 13.47% | 912,235 | $407.7M | Add +3.6% |
| AAPL Apple Inc. | 3.64% | 522,769 | $110.1M | Add +1.7% |
| VTI VG Morningstar TS MKT ETF-US | 2.54% | 287,614 | $76.9M | Reduce -0.0% |
| DFAC Dimensional US Core Equity 2 | 1.79% | 1,685,000 | $54.3M | Add +7.3% |
| IWB iShares Russell 1000 ETF | 1.77% | 180,567 | $53.7M | Reduce -0.6% |
| NVDA Nvidia Corp. | 1.37% | 336,749 | $41.6M | Reduce -2.1% |
| DFGR Dim Global Real Estate ETF | 1.36% | 1,647,569 | $41.2M | Add +18.1% |
| DFIC Dimensional International Co. | 1.25% | 1,436,691 | $37.8M | Add +7.6% |
| ORCL Oracle Corp. | 1.24% | 266,931 | $37.7M | Add +71.5% |
| DFAU Dimensional US Core Equity M | 1.22% | 987,828 | $37.0M | Add +7.9% |
| TMUS T-Mobile US Inc. | 1.19% | 205,011 | $36.1M | Reduce -22.7% |
| IWF iShares Russell 1000 Growth | 1.06% | 88,372 | $32.2M | Add +0.3% |
| PFE Pfizer Inc. | 1.02% | 1,101,586 | $30.8M | Add +800.9% |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 0.95% | 2,978,220 | $28.8M | Add +6.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.92% | 51,435 | $28.0M | Add +4.4% |
| DFAI Dimensional International Co. | 0.92% | 941,322 | $27.9M | Add +20.0% |
| VT Vanguard Tot World STK ETF | 0.90% | 240,732 | $27.1M | Add +5.6% |
| IWV iShares Russell 3000 ETF | 0.88% | 85,976 | $26.5M | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 0.75% | 123,777 | $22.7M | Reduce -1.0% |
| IVV iShares Core S&P 500 ETF | 0.71% | 39,056 | $21.4M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 0.68% | 112,961 | $20.6M | Add +3.0% |
| META Meta Platforms Inc. Class A | 0.67% | 40,351 | $20.3M | Add +8.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.63% | 31 | $19.0M | Add +342.9% |
| EFA iShares MSCI Eafe ETF | 0.61% | 237,746 | $18.6M | Add +2.0% |
| DFEM Dimensional Emrg MRKT Core | 0.61% | 689,273 | $18.4M | Add +13.0% |
| ITOT iShares Core S&P Total U.S. | 0.60% | 151,936 | $18.0M | Reduce -0.2% |
| IWM iShares Russell 2000 ETF | 0.58% | 86,764 | $17.6M | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.56% | 148,316 | $17.1M | Add +1.3% |
| VOO Vanguard S&P 500 ETF | 0.56% | 33,725 | $16.9M | Reduce -1.1% |
| NKE Nike Inc. Class B | 0.56% | 223,044 | $16.8M | Add +10.0% |
| APP AppLovin Corp. Class A | 0.54% | 195,631 | $16.3M | Reduce -22.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.54% | 39,926 | $16.2M | Add +8.0% |
| COST Costco Wholesale Corp. | 0.53% | 18,950 | $16.1M | Add +1.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.53% | 33,464 | $16.0M | Add +14.3% |
| TSLA Tesla Inc. | 0.53% | 80,872 | $16.0M | Add +11.5% |
| UNH Unitedhealth Group Inc. | 0.44% | 26,302 | $13.4M | Add +47.4% |
| ABNB Airbnb Inc. Class A | 0.44% | 88,089 | $13.4M | Reduce -0.0% |
| DFAX Dimensional World Ex US Core | 0.41% | 488,779 | $12.4M | Add +11.9% |
| IOT Samsara Inc. Class A | 0.41% | 365,576 | $12.3M | New |
| RWO State Street SPDR Dow Jones | 0.40% | 294,491 | $12.2M | Add +1.3% |
| SBUX Starbucks Corp. | 0.40% | 154,017 | $12.0M | Add +3.9% |
| DFAE Dimensional Emerging Core Eq | 0.37% | 437,956 | $11.3M | Add +11.2% |
| DLR Digital Realty Trust Inc. | 0.36% | 71,174 | $10.8M | Reduce -0.2% |
| LLY Eli Lilly & Co. | 0.34% | 11,497 | $10.4M | Add +0.4% |
| DCOR Dimensional US Core Eq 1 ETF | 0.32% | 164,837 | $9.8M | Add +51.3% |
| SNOW Snowflake Inc. | 0.32% | 72,545 | $9.8M | Reduce -10.6% |
| JPM JPMorgan Chase & Co. | 0.31% | 46,668 | $9.4M | Add +11.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.31% | 37,704 | $9.4M | Reduce -0.6% |
| PCAR Paccar Inc. | 0.30% | 88,125 | $9.1M | Reduce -0.1% |
| IWR iShares Russell Mid-Cap ETF | 0.27% | 100,505 | $8.1M | Reduce -2.9% |
| HD Home Depot Inc. | 0.26% | 23,069 | $7.9M | Add +3.4% |
| SYY Sysco Corp. | 0.26% | 108,588 | $7.8M | Add +0.1% |
| AMGN Amgen Inc. | 0.25% | 23,778 | $7.4M | Reduce -1.0% |
| JNJ Johnson & Johnson | 0.24% | 49,470 | $7.2M | Add +35.9% |
| ALK Alaska Air Group Inc. | 0.24% | 178,466 | $7.2M | Add +17.5% |
| SCZ iShares MSCI Eafe Small-Cap | 0.24% | 116,934 | $7.2M | Add +0.2% |
| NFLX Netflix Inc. | 0.23% | 10,356 | $7.0M | Reduce -0.3% |
| IWD iShares Russell 1000 Value E | 0.22% | 37,738 | $6.6M | Add +13.8% |
| CRM Salesforce Inc. | 0.22% | 25,525 | $6.6M | Reduce -6.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.22% | 40,793 | $6.5M | Add +1.4% |
| VEA Vanguard Ftse Developed ETF | 0.21% | 130,730 | $6.5M | Add +4.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.21% | 16,886 | $6.3M | Add +1.7% |
| CMCSA Comcast Corp. Class A | 0.20% | 156,476 | $6.1M | Reduce -14.4% |
| VXUS Vanguard Total Intl Stock | 0.20% | 101,428 | $6.1M | Add +2.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.19% | 24,313 | $5.9M | Reduce -5.5% |
| ACN Accenture PLC Class A | 0.19% | 18,957 | $5.8M | Add +4.6% |
| EFG iShares MSCI Eafe Growth ETF | 0.18% | 53,847 | $5.5M | Add +0.7% |
| WMT Walmart Inc. | 0.18% | 80,261 | $5.4M | Add +6.7% |
| INTC Intel Corp. | 0.18% | 172,185 | $5.3M | Add +3.9% |
| UBER Uber Technologies Inc. | 0.17% | 70,702 | $5.1M | Add +24.6% |
| SCHB Schwab US Broad Market ETF | 0.17% | 80,764 | $5.1M | Add +42.0% |
| EEM iShares MSCI Emerging Market | 0.17% | 118,628 | $5.1M | Add +2.5% |
| SOFI Sofi Technologies Inc. | 0.16% | 723,985 | $4.8M | Add +1.4% |
| PG The Procter & Gamble Co. | 0.16% | 29,006 | $4.8M | Add +3.0% |
| PEP Pepsico Inc. | 0.15% | 27,806 | $4.6M | Add +6.3% |
| AMD Advanced Micro Devices | 0.15% | 28,265 | $4.6M | Add +18.5% |
| ADBE Adobe Inc. | 0.15% | 8,126 | $4.5M | Add +1.8% |
| IVW iShares S&P 500 Growth ETF | 0.15% | 48,748 | $4.5M | Add +1.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.15% | 24,249 | $4.4M | Reduce -0.9% |
| RELY Remitly Global Inc. | 0.15% | 365,009 | $4.4M | Add +0.0% |
| LOW Lowe's Cos Inc. | 0.14% | 19,503 | $4.3M | Add +1.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.14% | 10,955 | $4.3M | Add +0.4% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.14% | 71,342 | $4.2M | Add +2.1% |
| IJH iShares Core S&P Midcap ETF | 0.14% | 69,984 | $4.1M | Add +5.3% |
| ISRG Intuitive Surgical Inc. | 0.13% | 9,158 | $4.1M | Reduce -1.7% |
| BA The Boeing Co. | 0.13% | 22,102 | $4.0M | Add +8.0% |
| AVGO Broadcom Inc. | 0.13% | 2,480 | $4.0M | Add +5.7% |
| MRK Merck & Co. Inc. | 0.13% | 31,742 | $3.9M | Add +1.1% |
| V Visa Inc. Class A | 0.13% | 14,857 | $3.9M | Add +7.3% |
| CVX Chevron Corp. | 0.13% | 24,672 | $3.9M | Add +6.8% |
| HAPN Happen Inc. filed as LENDINGCLUB CORP | 0.13% | 454,817 | $3.8M | No change |
| HON Honeywell International Inc. | 0.13% | 17,919 | $3.8M | Add +0.6% |
| XLK SS Technology Select Sector | 0.12% | 15,954 | $3.6M | Add +12.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 89,855 | $3.6M | Reduce -0.5% |
| ABBV Abbvie Inc. | 0.11% | 19,721 | $3.4M | Add +2.5% |
| COMP Compass Inc. Class A | 0.11% | 939,320 | $3.4M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 18,523 | $3.4M | Add +2.5% |
| FSBC Five Star Bancorp | 0.11% | 140,941 | $3.3M | Reduce -1.2% |
| DFSU Dimensional US Sus CORE1 ETF | 0.11% | 92,456 | $3.2M | Add +7.5% |
Portfolio Sells Q1 2024 → Q2 2024
| TMUS T-Mobile US Inc. | Reduce -22.7% | 1.19% | −0.37 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.0% | 2.54% | −0.16 |
| SNOW Snowflake Inc. | Reduce -10.6% | 0.32% | −0.15 |
| IWB iShares Russell 1000 ETF | Reduce -0.6% | 1.77% | −0.11 |
| PCAR Paccar Inc. | Reduce -0.1% | 0.30% | −0.09 |
| APP AppLovin Corp. Class A | Reduce -22.1% | 0.54% | −0.09 |
| CMCSA Comcast Corp. Class A | Reduce -14.4% | 0.20% | −0.08 |
| ABNB Airbnb Inc. Class A | Reduce -0.0% | 0.44% | −0.08 |
| CRM Salesforce Inc. | Reduce -6.6% | 0.22% | −0.08 |
| IWV iShares Russell 3000 ETF | Reduce -1.2% | 0.88% | −0.07 |
| IWR iShares Russell Mid-Cap ETF | Reduce -2.9% | 0.27% | −0.04 |
| MRO Marathon Oil Corp. | Sold out | 0.00% | −0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -5.5% | 0.19% | −0.04 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.2% | 0.60% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -0.3% | 0.71% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -1.1% | 0.56% | −0.03 |
| SHOP Shopify Inc. Class A | Reduce -11.4% | 0.07% | −0.03 |
| AMJ JPMorgan Alerian MLP Index | Sold out | 0.00% | −0.03 |
| MDB Mongodb Inc. | Reduce -0.2% | 0.05% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.9% | 0.15% | −0.02 |
| NET Cloudflare Inc. Class A | Reduce -0.1% | 0.07% | −0.02 |
| SEDG Solaredge Technologies Inc. | Reduce -0.5% | 0.01% | −0.02 |
| COIN Coinbase Global Inc. Class A | Reduce -1.1% | 0.06% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -1.5% | 0.11% | −0.02 |
| PCOR Procore Technologies Inc. | Reduce -0.6% | 0.05% | −0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.6% | 0.31% | −0.02 |
| MOH Molina Healthcare Inc. | Reduce -0.3% | 0.03% | −0.02 |
| UNP Union Pacific Corp. | Reduce -1.7% | 0.08% | −0.02 |
| UE Urban Edge Properties | Sold out | 0.00% | −0.02 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -2.6% | 0.09% | −0.02 |
| DVN Devon Energy Corp. | Reduce -5.3% | 0.07% | −0.01 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Reduce -2.6% | 0.08% | −0.01 |
| DLR Digital Realty Trust Inc. | Reduce -0.2% | 0.36% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -7.6% | 0.08% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -5.0% | 0.02% | −0.01 |
| HCP Hashicorp Inc. Class A | Reduce -28.3% | 0.06% | −0.01 |
| GBX Greenbrier Companies Inc. | Reduce -20.5% | 0.03% | −0.01 |
| LRCX Lam Research Corp. | Reduce -21.0% | 0.04% | −0.01 |
| BBVA Banco Bilbao Vizcaya-SP ADR | Reduce -36.6% | 0.01% | −0.01 |
| MCO Moody's Corp. | Sold out | 0.00% | −0.01 |
| GSK GSK PLC-Spon ADR | Reduce -46.7% | 0.01% | −0.01 |
| CVS CVS Health Corp. | Reduce -7.0% | 0.02% | −0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -0.0% | 0.09% | −0.01 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.01 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -1.0% | 0.07% | −0.01 |
| BBJP JPMorgan Betabuilders Japan | Reduce -27.1% | 0.02% | −0.01 |
| VGLT Vanguard Long-Term Treasury | Sold out | 0.00% | −0.01 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| PFE Pfizer Inc. | Add +800.9% | 1.02% | +0.90 |
| ORCL Oracle Corp. | Add +71.5% | 1.24% | +0.54 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +342.9% | 0.63% | +0.47 |
| AAPL Apple Inc. | Add +1.7% | 3.64% | +0.46 |
| IOT Samsara Inc. Class A | New | 0.41% | +0.41 |
| UNH Unitedhealth Group Inc. | Add +47.4% | 0.44% | +0.12 |
| MSFT Microsoft Corp. | Add +3.6% | 13.47% | +0.11 |
| DCOR Dimensional US Core Eq 1 ETF | Add +51.3% | 0.32% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +3.0% | 0.68% | +0.08 |
| DFGR Dim Global Real Estate ETF | Add +18.1% | 1.36% | +0.07 |
| TSLA Tesla Inc. | Add +11.5% | 0.53% | +0.07 |
| DFAI Dimensional International Co. | Add +20.0% | 0.92% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +14.3% | 0.53% | +0.06 |
| VRTX Vertex Pharmaceuticals Inc. | Add +280.9% | 0.07% | +0.05 |
| DFEM Dimensional Emrg MRKT Core | Add +13.0% | 0.61% | +0.05 |
| SCHB Schwab US Broad Market ETF | Add +42.0% | 0.17% | +0.04 |
| COST Costco Wholesale Corp. | Add +1.9% | 0.53% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +43.2% | 0.09% | +0.03 |
| JNJ Johnson & Johnson | Add +35.9% | 0.24% | +0.03 |
| BSX Boston Scientific Corp. | Add +245.4% | 0.04% | +0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +62.9% | 0.07% | +0.03 |
| SCHF Schwab Intl Equity ETF | Add +51.8% | 0.10% | +0.03 |
| AMAT Applied Materials Inc. | Add +33.1% | 0.10% | +0.03 |
| DFAE Dimensional Emerging Core Eq | Add +11.2% | 0.37% | +0.02 |
| META Meta Platforms Inc. Class A | Add +8.8% | 0.67% | +0.02 |
| LLY Eli Lilly & Co. | Add +0.4% | 0.34% | +0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +118.2% | 0.04% | +0.02 |
| FLIN Franklin Ftse India ETF | New | 0.02% | +0.02 |
| AVGO Broadcom Inc. | Add +5.7% | 0.13% | +0.02 |
| IDR Idaho Strategic Resources Inc. | New | 0.02% | +0.02 |
| DFAU Dimensional US Core Equity M | Add +7.9% | 1.22% | +0.02 |
| WMT Walmart Inc. | Add +6.7% | 0.18% | +0.02 |
| EA Electronic Arts Inc. | New | 0.01% | +0.01 |
| EFOR Everforth Inc. | New | 0.01% | +0.01 |
| XLK SS Technology Select Sector | Add +12.1% | 0.12% | +0.01 |
| VCIT Vanguard Int-Term Corporate | New | 0.01% | +0.01 |
| UBER Uber Technologies Inc. | Add +24.6% | 0.17% | +0.01 |
| USB US Bancorp | Add +55.8% | 0.06% | +0.01 |
| GSLC Goldman Activebeta US LC ETF | New | 0.01% | +0.01 |
| CL Colgate-Palmolive Co. | Add +49.4% | 0.03% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +12.3% | 0.04% | +0.01 |
| HDV iShares Core High Dividend E | New | 0.01% | +0.01 |
| LH Labcorp Holdings Inc. | Add +83.9% | 0.03% | +0.01 |
| JMST JPM Ultra-Short Muni Income | New | 0.01% | +0.01 |
| CHWY Chewy Inc. Class A | New | 0.01% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +11.7% | 0.31% | +0.01 |
| DFAX Dimensional World Ex US Core | Add +11.9% | 0.41% | +0.01 |
| INDA iShares MSCI India ETF | Add +75.5% | 0.02% | +0.01 |
| DJP Ipath Bloomberg Commodity Inc. | New | 0.01% | +0.01 |
| MPWR Monolithic Power Systems 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 |