Brighton Jones LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed March 4, 2025), Brighton Jones LLC reported 579 stock positions worth $2.7 billion. Its top holding was Amazon.com (AMZN) at 25.5% of the portfolio, followed by Microsoft (MSFT, 10.5%) and Apple (AAPL, 4.1%). Compared with Q2 2024, it opened 49 new positions, sold out of 104, added to 151 and reduced 349. The biggest buy was Dim Global Real Estate ETF (DFGR, shares +6%) and the biggest sale Microsoft (MSFT, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001360798
- Portfolio Value
- $2.7B (Q3 2024)
- SEC Filing
- 0001085146-25-001792 ↗ filed Mar 4, 2025
Holdings Value
Holdings 579 stocks · $2.7B
| AMZN Amazon.com Inc. | 25.49% | 3,639,084 | $678.1M | Reduce -9.2% |
| MSFT Microsoft Corp. | 10.48% | 647,548 | $278.6M | Reduce -29.0% |
| AAPL Apple Inc. | 4.10% | 468,107 | $109.1M | Reduce -10.5% |
| VTI VG Morningstar TS MKT ETF-US | 2.78% | 260,792 | $73.8M | Reduce -9.3% |
| IWB iShares Russell 1000 ETF | 2.09% | 176,535 | $55.5M | Reduce -2.2% |
| DFAC Dimensional US Core Equity 2 | 1.97% | 1,524,169 | $52.3M | Reduce -9.5% |
| DFGR Dim Global Real Estate ETF | 1.90% | 1,750,571 | $50.5M | Add +6.3% |
| DFIC Dimensional International Co. | 1.58% | 1,496,947 | $42.1M | Add +4.2% |
| DFAU Dimensional US Core Equity M | 1.33% | 890,958 | $35.4M | Reduce -9.8% |
| NVDA Nvidia Corp. | 1.32% | 289,086 | $35.1M | Reduce -14.2% |
| IWF iShares Russell 1000 Growth | 1.26% | 89,173 | $33.5M | Add +0.9% |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 1.24% | 2,958,745 | $32.9M | Reduce -0.7% |
| TMUS T-Mobile US Inc. | 1.23% | 159,161 | $32.8M | Reduce -22.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.20% | 55,817 | $32.0M | Add +8.5% |
| VT Vanguard Tot World STK ETF | 1.08% | 239,021 | $28.6M | Reduce -0.7% |
| DFAI Dimensional International Co. | 1.06% | 885,112 | $28.1M | Reduce -6.0% |
| IWV iShares Russell 3000 ETF | 1.05% | 85,766 | $28.0M | Reduce -0.2% |
| IVV iShares Core S&P 500 ETF | 0.90% | 41,372 | $23.9M | Add +5.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.81% | 31 | $21.4M | No change |
| TSLA Tesla Inc. | 0.77% | 78,636 | $20.6M | Reduce -2.8% |
| DFEM Dimensional Emrg MRKT Core | 0.75% | 707,492 | $19.9M | Add +2.6% |
| META Meta Platforms Inc. Class A | 0.73% | 33,981 | $19.5M | Reduce -15.8% |
| GOOG Alphabet Inc. Class C | 0.72% | 113,843 | $19.0M | Reduce -8.0% |
| IWM iShares Russell 2000 ETF | 0.71% | 85,511 | $18.9M | Reduce -1.4% |
| EFA iShares MSCI Eafe ETF | 0.71% | 224,558 | $18.8M | Reduce -5.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.70% | 40,666 | $18.7M | Add +1.9% |
| ITOT iShares Core S&P Total U.S. | 0.69% | 145,636 | $18.3M | Reduce -4.2% |
| GOOGL Alphabet Inc. Class A | 0.66% | 106,220 | $17.6M | Reduce -6.0% |
| VOO Vanguard S&P 500 ETF | 0.64% | 32,412 | $17.1M | Reduce -3.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.61% | 33,359 | $16.3M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 0.59% | 17,653 | $15.6M | Reduce -6.8% |
| DCOR Dimensional US Core Eq 1 ETF | 0.59% | 245,781 | $15.6M | Add +49.1% |
| XOM Exxon Mobil Corp. | 0.58% | 130,734 | $15.3M | Reduce -11.8% |
| DFAX Dimensional World Ex US Core | 0.53% | 522,885 | $14.1M | Add +7.0% |
| DLR Digital Realty Trust Inc. | 0.43% | 71,008 | $11.5M | Reduce -0.2% |
| DFAE Dimensional Emerging Core Eq | 0.43% | 413,447 | $11.3M | Reduce -5.6% |
| RWO State Street SPDR Dow Jones | 0.38% | 215,056 | $10.2M | Reduce -27.0% |
| APP AppLovin Corp. Class A | 0.37% | 75,578 | $9.9M | Reduce -61.4% |
| UNH Unitedhealth Group Inc. | 0.35% | 16,018 | $9.4M | Reduce -39.1% |
| JPM JPMorgan Chase & Co. | 0.35% | 43,891 | $9.3M | Reduce -6.0% |
| SBUX Starbucks Corp. | 0.35% | 94,770 | $9.2M | Reduce -38.5% |
| ORCL Oracle Corp. | 0.34% | 53,086 | $9.0M | Reduce -80.1% |
| PEP Pepsico Inc. | 0.34% | 52,818 | $9.0M | Add +90.0% |
| IWR iShares Russell Mid-Cap ETF | 0.33% | 100,335 | $8.8M | Reduce -0.2% |
| PCAR Paccar Inc. | 0.33% | 88,711 | $8.8M | Add +0.7% |
| ABNB Airbnb Inc. Class A | 0.32% | 66,683 | $8.5M | Reduce -24.3% |
| SYY Sysco Corp. | 0.30% | 103,228 | $8.1M | Reduce -4.9% |
| HD Home Depot Inc. | 0.30% | 19,715 | $8.0M | Reduce -14.5% |
| SCZ iShares MSCI Eafe Small-Cap | 0.29% | 113,535 | $7.7M | Reduce -2.9% |
| JNJ Johnson & Johnson | 0.28% | 45,544 | $7.4M | Reduce -7.9% |
| VEA Vanguard Ftse Developed ETF | 0.27% | 135,973 | $7.2M | Add +4.0% |
| AMGN Amgen Inc. | 0.27% | 22,242 | $7.2M | Reduce -6.5% |
| LLY Eli Lilly & Co. | 0.26% | 7,867 | $7.0M | Reduce -31.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.26% | 39,509 | $6.9M | Reduce -3.1% |
| IWD iShares Russell 1000 Value E | 0.24% | 33,682 | $6.4M | Reduce -10.8% |
| CRM Salesforce Inc. | 0.23% | 22,566 | $6.2M | Reduce -11.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.23% | 16,052 | $6.2M | Reduce -4.9% |
| WMT Walmart Inc. | 0.23% | 76,211 | $6.2M | Reduce -5.0% |
| COMP Compass Inc. Class A | 0.22% | 939,580 | $5.7M | Add +0.0% |
| RELY Remitly Global Inc. | 0.22% | 428,280 | $5.7M | Add +17.3% |
| KLAC KLA Corp. | 0.21% | 7,362 | $5.7M | Add +706.4% |
| EFG iShares MSCI Eafe Growth ETF | 0.21% | 52,719 | $5.7M | Reduce -2.1% |
| SOFI Sofi Technologies Inc. | 0.21% | 705,007 | $5.5M | Reduce -2.6% |
| UBER Uber Technologies Inc. | 0.20% | 71,986 | $5.4M | Add +1.8% |
| ABT Abbott Laboratories | 0.20% | 46,964 | $5.4M | Add +209.6% |
| EEM iShares MSCI Emerging Market | 0.20% | 116,647 | $5.3M | Reduce -1.7% |
| HAPN Happen Inc. filed as LENDINGCLUB CORP | 0.20% | 454,858 | $5.2M | Add +0.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.18% | 18,256 | $4.8M | Reduce -51.6% |
| SCHX Schwab US Large-Cap ETF | 0.18% | 70,791 | $4.8M | Add +51.0% |
| ACN Accenture PLC Class A | 0.18% | 13,533 | $4.8M | Reduce -28.6% |
| IJH iShares Core S&P Midcap ETF | 0.17% | 74,519 | $4.6M | Add +6.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.17% | 10,938 | $4.6M | Reduce -0.2% |
| PG The Procter & Gamble Co. | 0.17% | 26,451 | $4.6M | Reduce -8.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.17% | 22,795 | $4.6M | Reduce -6.0% |
| IVW iShares S&P 500 Growth ETF | 0.17% | 47,203 | $4.5M | Reduce -3.2% |
| CVX Chevron Corp. | 0.16% | 29,312 | $4.3M | Add +18.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.16% | 69,551 | $4.3M | Reduce -2.5% |
| AVGO Broadcom Inc. | 0.16% | 24,361 | $4.2M | Reduce -1.8% |
| FSBC Five Star Bancorp | 0.16% | 141,342 | $4.2M | Add +0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 18,688 | $4.1M | Add +5.2% |
| ADBE Adobe Inc. | 0.15% | 7,901 | $4.1M | Reduce -2.8% |
| LOW Lowe's Cos Inc. | 0.15% | 14,552 | $3.9M | Reduce -25.4% |
| ABBV Abbvie Inc. | 0.14% | 19,511 | $3.9M | Reduce -1.1% |
| V Visa Inc. Class A | 0.14% | 13,752 | $3.8M | Reduce -7.4% |
| SNOW Snowflake Inc. | 0.14% | 32,565 | $3.7M | Reduce -55.1% |
| NKE Nike Inc. Class B | 0.14% | 41,431 | $3.7M | Reduce -81.4% |
| NFLX Netflix Inc. | 0.14% | 5,133 | $3.6M | Reduce -50.4% |
| HON Honeywell International Inc. | 0.14% | 17,465 | $3.6M | Reduce -2.5% |
| VIG Vanguard Dividend Apprec ETF | 0.13% | 17,957 | $3.6M | Reduce -3.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.13% | 45,012 | $3.5M | Add +14.3% |
| DFSU Dimensional US Sus CORE1 ETF | 0.13% | 94,441 | $3.5M | Add +2.1% |
| MRK Merck & Co. Inc. | 0.13% | 29,568 | $3.4M | Reduce -6.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 83,729 | $3.3M | Reduce -6.8% |
| BA The Boeing Co. | 0.12% | 21,809 | $3.3M | Reduce -1.3% |
| INTC Intel Corp. | 0.12% | 139,021 | $3.3M | Reduce -19.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.11% | 11,448 | $3.0M | Reduce -52.9% |
| IEMG iShares Core MSCI Emerging | 0.11% | 52,556 | $3.0M | Add +3.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.11% | 11,018 | $2.9M | Reduce -1.4% |
| IWO iShares Russell 2000 Growth | 0.11% | 10,293 | $2.9M | Add +1.3% |
| AON Aon PLC Class A | 0.11% | 8,441 | $2.9M | New |
Portfolio Sells Q2 2024 → Q3 2024
| MSFT Microsoft Corp. | Reduce -29.0% | 10.48% | −2.99 |
| PFE Pfizer Inc. | Reduce -95.6% | 0.05% | −0.97 |
| ORCL Oracle Corp. | Reduce -80.1% | 0.34% | −0.90 |
| NKE Nike Inc. Class B | Reduce -81.4% | 0.14% | −0.42 |
| IOT Samsara Inc. Class A | Sold out | 0.00% | −0.41 |
| ALK Alaska Air Group Inc. | Reduce -97.5% | 0.01% | −0.23 |
| SNOW Snowflake Inc. | Reduce -55.1% | 0.14% | −0.18 |
| APP AppLovin Corp. Class A | Reduce -61.4% | 0.37% | −0.17 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -51.6% | 0.18% | −0.13 |
| SCHB Schwab US Broad Market ETF | Reduce -78.4% | 0.04% | −0.12 |
| ABNB Airbnb Inc. Class A | Reduce -24.3% | 0.32% | −0.12 |
| VXUS Vanguard Total Intl Stock | Reduce -65.4% | 0.09% | −0.12 |
| CMCSA Comcast Corp. Class A | Reduce -57.6% | 0.10% | −0.10 |
| NFLX Netflix Inc. | Reduce -50.4% | 0.14% | −0.09 |
| UNH Unitedhealth Group Inc. | Reduce -39.1% | 0.35% | −0.09 |
| LLY Eli Lilly & Co. | Reduce -31.6% | 0.26% | −0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -52.9% | 0.11% | −0.08 |
| ISRG Intuitive Surgical Inc. | Reduce -67.9% | 0.05% | −0.08 |
| AMZN Amazon.com Inc. | Reduce -9.2% | 25.49% | −0.07 |
| DUOL Duolingo | Sold out | 0.00% | −0.06 |
| NET Cloudflare Inc. Class A | Reduce -85.3% | 0.01% | −0.06 |
| SCHF Schwab Intl Equity ETF | Reduce -67.7% | 0.04% | −0.06 |
| HUBS HubSpot Inc. | Reduce -81.6% | 0.01% | −0.06 |
| DKS Dick's Sporting Goods Inc. | Sold out | 0.00% | −0.06 |
| FRPT Freshpet Inc. | Sold out | 0.00% | −0.06 |
| SDY SS SPDR S&P Dividend ETF | Reduce -79.8% | 0.02% | −0.06 |
| NVDA Nvidia Corp. | Reduce -14.2% | 1.32% | −0.05 |
| INTC Intel Corp. | Reduce -19.3% | 0.12% | −0.05 |
| SHAK Shake Shack Inc. Class A | Sold out | 0.00% | −0.05 |
| XLK SS Technology Select Sector | Reduce -51.1% | 0.07% | −0.05 |
| AMD Advanced Micro Devices | Reduce -41.6% | 0.10% | −0.05 |
| SBUX Starbucks Corp. | Reduce -38.5% | 0.35% | −0.05 |
| PCOR Procore Technologies Inc. | Sold out | 0.00% | −0.05 |
| APPF Appfolio Inc. Class A | Sold out | 0.00% | −0.05 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.05 |
| PLD Prologis Inc. | Reduce -83.6% | 0.01% | −0.04 |
| FND Floor & Decor Holdings Inc. Class A | Sold out | 0.00% | −0.04 |
| USB US Bancorp | Reduce -73.7% | 0.02% | −0.04 |
| GOOG Alphabet Inc. Class C | Reduce -8.0% | 0.72% | −0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -23.0% | 0.06% | −0.03 |
| NYT New York Times Co. Class A | Sold out | 0.00% | −0.03 |
| LH Labcorp Holdings Inc. | Sold out | 0.00% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -43.1% | 0.07% | −0.03 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −0.03 |
| DE Deere & Co. | Reduce -47.4% | 0.05% | −0.03 |
| INTU Intuit Inc. | Reduce -37.0% | 0.05% | −0.02 |
| CWB SS SPDR BB Conv Sec ETF | Sold out | 0.00% | −0.02 |
| TRI Thomson Reuters Corp. | Sold out | 0.00% | −0.02 |
| MRSH Marsh & McLennan Cos | Reduce -43.0% | 0.05% | −0.02 |
| REGN Regeneron Pharmaceuticals | Reduce -71.5% | 0.01% | −0.02 |
Portfolio Buys Q2 2024 → Q3 2024
| DFGR Dim Global Real Estate ETF | Add +6.3% | 1.90% | +0.54 |
| DFIC Dimensional International Co. | Add +4.2% | 1.58% | +0.34 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +8.5% | 1.20% | +0.28 |
| DCOR Dimensional US Core Eq 1 ETF | Add +49.1% | 0.59% | +0.26 |
| IWF iShares Russell 1000 Growth | Add +0.9% | 1.26% | +0.19 |
| IVV iShares Core S&P 500 ETF | Add +5.9% | 0.90% | +0.19 |
| KLAC KLA Corp. | Add +706.4% | 0.21% | +0.19 |
| PEP Pepsico Inc. | Add +90.0% | 0.34% | +0.19 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.9% | 0.70% | +0.17 |
| ABT Abbott Laboratories | Add +209.6% | 0.20% | +0.15 |
| DFEM Dimensional Emrg MRKT Core | Add +2.6% | 0.75% | +0.14 |
| DFAX Dimensional World Ex US Core | Add +7.0% | 0.53% | +0.12 |
| AON Aon PLC Class A | New | 0.11% | +0.11 |
| RDDT Reddit Inc. Class A | New | 0.11% | +0.11 |
| COMP Compass Inc. Class A | Add +0.0% | 0.22% | +0.10 |
| SCHX Schwab US Large-Cap ETF | Add +51.0% | 0.18% | +0.08 |
| ALIT Alight Inc. Class A | New | 0.07% | +0.07 |
| RELY Remitly Global Inc. | Add +17.3% | 0.22% | +0.07 |
| HAPN Happen Inc. | Add +0.0% | 0.20% | +0.07 |
| ONTO Onto Innovation Inc. | New | 0.07% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +4.0% | 0.27% | +0.06 |
| IBM Intl Business Machines Corp. | Add +5.2% | 0.16% | +0.05 |
| FSBC Five Star Bancorp | Add +0.3% | 0.16% | +0.05 |
| BP BP PLC-Spons ADR | New | 0.04% | +0.04 |
| ON On Semiconductor | Add +116.7% | 0.07% | +0.04 |
| BSX Boston Scientific Corp. | Add +59.5% | 0.09% | +0.04 |
| BRO Brown & Brown Inc. | New | 0.04% | +0.04 |
| IJH iShares Core S&P Midcap ETF | Add +6.5% | 0.17% | +0.04 |
| IEFA iShares Core MSCI Eafe ETF | Add +14.3% | 0.13% | +0.04 |
| CVX Chevron Corp. | Add +18.8% | 0.16% | +0.03 |
| UBER Uber Technologies Inc. | Add +1.8% | 0.20% | +0.03 |
| PCAR Paccar Inc. | Add +0.7% | 0.33% | +0.03 |
| WRB WR Berkley Corp. | Add +48.9% | 0.06% | +0.03 |
| GE General Electric | Add +19.5% | 0.07% | +0.03 |
| DFSU Dimensional US Sus CORE1 ETF | Add +2.1% | 0.13% | +0.03 |
| IEMG iShares Core MSCI Emerging | Add +3.9% | 0.11% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +4.9% | 0.10% | +0.02 |
| IWS iShares Russell Mid-Cap Valu | Add +2.8% | 0.10% | +0.02 |
| IWO iShares Russell 2000 Growth | Add +1.3% | 0.11% | +0.02 |
| IVE iShares S&P 500 Value ETF | Add +1.4% | 0.10% | +0.02 |
| ACWI iShares MSCI Acwi ETF | Add +4.0% | 0.10% | +0.02 |
| IWP iShares Russell Mid-Cap Grow | Add +2.9% | 0.10% | +0.02 |
| JWN Nordstrom Inc. | Add +125.0% | 0.03% | +0.02 |
| DFSI Dimensional Int Sus COR1 ETF | Add +19.1% | 0.06% | +0.02 |
| STX Seagate Technology Holdings | Add +9.7% | 0.07% | +0.02 |
| WDC Western Digital Corp. | Add +181.5% | 0.03% | +0.02 |
| VIS Vanguard Industrials ETF | Add +8.4% | 0.06% | +0.02 |
| AFL Aflac Inc. | Add +18.3% | 0.04% | +0.02 |
| FTEC Fidelity MSCI Info Tech Indx | Add +0.2% | 0.11% | +0.02 |
| DHR Danaher Corp. | Add +2.6% | 0.06% | +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 |