Brighton Jones LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed March 4, 2025), Brighton Jones LLC reported 683 stock positions worth $3.5 billion. Its top holding was Amazon.com (AMZN) at 25.6% of the portfolio, followed by Microsoft (MSFT, 12.7%) and Apple (AAPL, 3.9%). Compared with Q3 2024, it opened 133 new positions, sold out of 29, added to 414 and reduced 107. The biggest buy was Microsoft (MSFT, shares +61%) and the biggest sale iShares Russell 1000 Growth (IWF, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001360798
- Portfolio Value
- $3.5B (Q4 2024)
- SEC Filing
- 0001085146-25-001793 ↗ filed Mar 4, 2025
Holdings Value
Holdings 683 stocks · $3.5B
| AMZN Amazon.com Inc. | 25.58% | 4,036,091 | $885.5M | Add +10.9% |
| MSFT Microsoft Corp. | 12.67% | 1,040,807 | $438.7M | Add +60.7% |
| AAPL Apple Inc. | 3.89% | 537,314 | $134.6M | Add +14.8% |
| VTI VG Morningstar TS MKT ETF-US | 2.64% | 315,164 | $91.3M | Add +20.9% |
| DFAC Dimensional US Core Equity 2 | 1.75% | 1,749,670 | $60.5M | Add +14.8% |
| IWB iShares Russell 1000 ETF | 1.70% | 182,541 | $58.8M | Add +3.4% |
| DFGR Dim Global Real Estate ETF | 1.47% | 1,997,000 | $51.0M | Add +14.1% |
| TMUS T-Mobile US Inc. | 1.30% | 203,814 | $45.0M | Add +28.1% |
| DFIC Dimensional International Co. | 1.27% | 1,696,149 | $43.8M | Add +13.3% |
| NVDA Nvidia Corp. | 1.26% | 324,901 | $43.6M | Add +12.4% |
| DFAU Dimensional US Core Equity M | 1.16% | 989,254 | $40.1M | Add +11.0% |
| TSLA Tesla Inc. | 1.03% | 87,929 | $35.5M | Add +11.8% |
| IWF iShares Russell 1000 Growth | 0.99% | 85,512 | $34.3M | Reduce -4.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.99% | 58,481 | $34.3M | Add +4.8% |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 0.93% | 3,175,680 | $32.1M | Add +7.3% |
| DFAI Dimensional International Co. | 0.91% | 1,073,196 | $31.3M | Add +21.3% |
| VT Vanguard Tot World STK ETF | 0.87% | 255,365 | $30.0M | Add +6.8% |
| IWV iShares Russell 3000 ETF | 0.83% | 85,443 | $28.6M | Reduce -0.4% |
| ORCL Oracle Corp. | 0.74% | 153,580 | $25.6M | Add +189.3% |
| IVV iShares Core S&P 500 ETF | 0.68% | 39,685 | $23.4M | Reduce -4.1% |
| GOOG Alphabet Inc. Class C | 0.66% | 120,253 | $22.9M | Add +5.6% |
| DCOR Dimensional US Core Eq 1 ETF | 0.65% | 349,827 | $22.4M | Add +42.3% |
| UNH Unitedhealth Group Inc. | 0.65% | 44,249 | $22.4M | Add +176.3% |
| DFEM Dimensional Emrg MRKT Core | 0.64% | 843,054 | $22.1M | Add +19.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.61% | 31 | $21.1M | No change |
| GOOGL Alphabet Inc. Class A | 0.60% | 110,330 | $20.9M | Add +3.9% |
| META Meta Platforms Inc. Class A | 0.58% | 34,551 | $20.2M | Add +1.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.57% | 38,348 | $19.6M | Add +15.0% |
| ITOT iShares Core S&P Total U.S. | 0.57% | 152,297 | $19.6M | Add +4.6% |
| IWM iShares Russell 2000 ETF | 0.56% | 87,732 | $19.4M | Add +2.6% |
| VOO Vanguard S&P 500 ETF | 0.54% | 34,524 | $18.6M | Add +6.5% |
| COST Costco Wholesale Corp. | 0.52% | 19,825 | $18.2M | Add +12.3% |
| EFA iShares MSCI Eafe ETF | 0.52% | 236,460 | $17.9M | Add +5.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 39,351 | $17.8M | Reduce -3.2% |
| PFE Pfizer Inc. | 0.51% | 666,318 | $17.7M | Add +1282.4% |
| SBUX Starbucks Corp. | 0.47% | 176,722 | $16.1M | Add +86.5% |
| NKE Nike Inc. Class B | 0.44% | 202,411 | $15.3M | Add +388.6% |
| RWO State Street SPDR Dow Jones | 0.44% | 355,538 | $15.2M | Add +65.3% |
| APP AppLovin Corp. Class A | 0.42% | 44,889 | $14.5M | Reduce -40.6% |
| DFAX Dimensional World Ex US Core | 0.41% | 568,757 | $14.1M | Add +8.8% |
| XOM Exxon Mobil Corp. | 0.40% | 129,740 | $14.0M | Reduce -0.8% |
| IOT Samsara Inc. Class A | 0.39% | 308,168 | $13.5M | New |
| DLR Digital Realty Trust Inc. | 0.36% | 70,512 | $12.5M | Reduce -0.7% |
| DFAE Dimensional Emerging Core Eq | 0.36% | 487,353 | $12.4M | Add +17.9% |
| JPM JPMorgan Chase & Co. | 0.34% | 48,732 | $11.7M | Add +11.0% |
| VEA Vanguard Ftse Developed ETF | 0.34% | 243,622 | $11.6M | Add +79.2% |
| SOFI Sofi Technologies Inc. | 0.32% | 719,288 | $11.1M | Add +2.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.31% | 40,037 | $10.8M | Add +119.3% |
| HD Home Depot Inc. | 0.30% | 26,918 | $10.5M | Add +36.5% |
| SNOW Snowflake Inc. | 0.28% | 61,885 | $9.6M | Add +90.0% |
| PCAR Paccar Inc. | 0.27% | 89,001 | $9.3M | Add +0.3% |
| IWR iShares Russell Mid-Cap ETF | 0.27% | 104,524 | $9.2M | Add +4.2% |
| ABNB Airbnb Inc. Class A | 0.27% | 70,228 | $9.2M | Add +5.3% |
| PEP Pepsico Inc. | 0.26% | 59,392 | $9.0M | Add +12.4% |
| WMT Walmart Inc. | 0.26% | 98,150 | $8.9M | Add +28.8% |
| RELY Remitly Global Inc. | 0.25% | 388,956 | $8.8M | Reduce -9.2% |
| CRM Salesforce Inc. | 0.25% | 25,668 | $8.6M | Add +13.8% |
| LOW Lowe's Cos Inc. | 0.23% | 31,965 | $7.9M | Add +119.7% |
| JNJ Johnson & Johnson | 0.22% | 51,876 | $7.5M | Add +13.9% |
| LLY Eli Lilly & Co. | 0.21% | 9,597 | $7.4M | Add +22.0% |
| SCZ iShares MSCI Eafe Small-Cap | 0.21% | 118,917 | $7.2M | Add +4.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 42,618 | $7.2M | Add +7.9% |
| AMGN Amgen Inc. | 0.21% | 27,468 | $7.2M | Add +23.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.20% | 16,922 | $6.9M | Add +5.4% |
| AVGO Broadcom Inc. | 0.20% | 29,683 | $6.9M | Add +21.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.20% | 26,032 | $6.9M | Add +127.4% |
| IWD iShares Russell 1000 Value E | 0.20% | 36,663 | $6.8M | Add +8.8% |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 34,563 | $6.8M | Add +92.5% |
| PG The Procter & Gamble Co. | 0.19% | 40,068 | $6.7M | Add +51.5% |
| HAPN Happen Inc. filed as LENDINGCLUB CORP | 0.19% | 411,070 | $6.7M | Reduce -9.6% |
| V Visa Inc. Class A | 0.19% | 20,635 | $6.5M | Add +50.0% |
| ACN Accenture PLC Class A | 0.19% | 18,438 | $6.5M | Add +36.2% |
| VXUS Vanguard Total Intl Stock | 0.19% | 109,191 | $6.4M | Add +211.0% |
| RDDT Reddit Inc. Class A | 0.18% | 38,612 | $6.3M | Reduce -12.2% |
| ALK Alaska Air Group Inc. | 0.18% | 96,932 | $6.3M | Add +2046.4% |
| SYY Sysco Corp. | 0.18% | 81,855 | $6.3M | Reduce -20.7% |
| CMCSA Comcast Corp. Class A | 0.18% | 166,265 | $6.2M | Add +150.9% |
| ABT Abbott Laboratories | 0.17% | 51,719 | $5.8M | Add +10.1% |
| AMD Advanced Micro Devices | 0.16% | 45,956 | $5.6M | Add +178.2% |
| COMP Compass Inc. Class A | 0.16% | 939,320 | $5.5M | Reduce -0.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.15% | 53,985 | $5.2M | Add +2.4% |
| SCHB Schwab US Broad Market ETF | 0.15% | 228,625 | $5.2M | Add +336.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.15% | 12,054 | $5.1M | Add +10.2% |
| EEM iShares MSCI Emerging Market | 0.14% | 118,587 | $5.0M | Add +1.7% |
| SCHX Schwab US Large-Cap ETF | 0.14% | 211,330 | $4.9M | Reduce -0.5% |
| IJH iShares Core S&P Midcap ETF | 0.14% | 77,674 | $4.8M | Add +4.2% |
| SGOV iShares 0-3 Month Treasury B | 0.14% | 47,950 | $4.8M | New |
| NFLX Netflix Inc. | 0.14% | 5,390 | $4.8M | Add +5.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 108,872 | $4.8M | Add +30.0% |
| WFC Wells Fargo & Co. | 0.13% | 66,233 | $4.7M | Add +62.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 21,011 | $4.6M | Add +12.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.13% | 23,239 | $4.6M | Add +1.9% |
| IVW iShares S&P 500 Growth ETF | 0.13% | 45,034 | $4.6M | Reduce -4.6% |
| UBER Uber Technologies Inc. | 0.13% | 74,460 | $4.5M | Add +3.4% |
| CSCO Cisco Systems Inc. | 0.13% | 74,187 | $4.4M | Add +49.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.13% | 78,792 | $4.4M | Add +13.3% |
| DFSU Dimensional US Sus CORE1 ETF | 0.13% | 114,222 | $4.3M | Add +20.9% |
| HON Honeywell International Inc. | 0.12% | 19,047 | $4.3M | Add +9.1% |
| FSBC Five Star Bancorp | 0.12% | 141,342 | $4.3M | No change |
| ABBV Abbvie Inc. | 0.12% | 22,912 | $4.1M | Add +17.4% |
Options reported separately and not counted above: TMUS puts ($927K), PLTR puts ($318K).
Portfolio Sells Q3 2024 → Q4 2024
| IWF iShares Russell 1000 Growth | Reduce -4.1% | 0.99% | −0.27 |
| IWV iShares Russell 3000 ETF | Reduce -0.4% | 0.83% | −0.23 |
| IVV iShares Core S&P 500 ETF | Reduce -4.1% | 0.68% | −0.22 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.2% | 0.52% | −0.19 |
| XOM Exxon Mobil Corp. | Reduce -0.8% | 0.40% | −0.17 |
| SYY Sysco Corp. | Reduce -20.7% | 0.18% | −0.12 |
| KLAC KLA Corp. | Reduce -16.6% | 0.11% | −0.10 |
| DLR Digital Realty Trust Inc. | Reduce -0.7% | 0.36% | −0.07 |
| ALIT Alight Inc. Class A | Sold out | 0.00% | −0.07 |
| DVN Devon Energy Corp. | Sold out | 0.00% | −0.06 |
| COMP Compass Inc. Class A | Reduce -0.0% | 0.16% | −0.06 |
| INTC Intel Corp. | Reduce -4.9% | 0.08% | −0.05 |
| CVX Chevron Corp. | Reduce -4.3% | 0.12% | −0.04 |
| FANG Diamondback Energy Inc. | Reduce -79.8% | 0.01% | −0.04 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.2% | 0.09% | −0.04 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.5% | 0.14% | −0.04 |
| ONTO Onto Innovation Inc. | Reduce -31.2% | 0.03% | −0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -4.6% | 0.13% | −0.04 |
| HCP Hashicorp Inc. Class A | Reduce -39.3% | 0.03% | −0.03 |
| IWP iShares Russell Mid-Cap Grow | Reduce -19.0% | 0.07% | −0.03 |
| AON Aon PLC Class A | Reduce -13.8% | 0.08% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -6.8% | 0.04% | −0.03 |
| ELV Elevance Health Inc. | Reduce -0.3% | 0.04% | −0.03 |
| BBJP JPMorgan Betabuilders Japan | Sold out | 0.00% | −0.03 |
| STX Seagate Technology Holdings | Reduce -4.1% | 0.04% | −0.03 |
| ACWI iShares MSCI Acwi ETF | Reduce -4.7% | 0.07% | −0.03 |
| IWO iShares Russell 2000 Growth | Reduce -3.5% | 0.08% | −0.03 |
| UNP Union Pacific Corp. | Reduce -2.7% | 0.06% | −0.03 |
| COP Conocophillips | Reduce -25.6% | 0.03% | −0.03 |
| ON On Semiconductor | Reduce -0.8% | 0.05% | −0.02 |
| DHR Danaher Corp. | Reduce -0.3% | 0.04% | −0.02 |
| VHT Vanguard Health Care ETF | Reduce -1.3% | 0.04% | −0.02 |
| JWN Nordstrom Inc. | Reduce -54.5% | 0.01% | −0.02 |
| TDG Transdigm Group Inc. | Reduce -1.7% | 0.04% | −0.02 |
| BP BP PLC-Spons ADR | Reduce -14.4% | 0.03% | −0.02 |
| MOH Molina Healthcare Inc. | Reduce -0.6% | 0.03% | −0.02 |
| IGF iShares Global Infrastructur | Reduce -33.5% | 0.01% | −0.01 |
| SO The Southern Co. | Reduce -2.6% | 0.03% | −0.01 |
| BA The Boeing Co. | Reduce -0.9% | 0.11% | −0.01 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -14.4% | 0.02% | −0.01 |
| PDBC Invesco Optimum Yield Divers | Sold out | 0.00% | −0.01 |
| PSA Public Storage | Reduce -17.2% | 0.01% | −0.01 |
| EOG EOG Resources Inc. | Reduce -18.3% | 0.02% | −0.01 |
| HPQ HP Inc. | Reduce -23.2% | 0.01% | −0.01 |
| VOTE TCW Transform 500 ETF | Reduce -1.1% | 0.04% | −0.01 |
| BRO Brown & Brown Inc. | Reduce -4.9% | 0.03% | −0.01 |
| CGMU Cap Group Municipal Income | Sold out | 0.00% | −0.01 |
| CROX Crocs Inc. | Sold out | 0.00% | −0.01 |
| FESM Fidelity Enhanced Small Cap | Sold out | 0.00% | −0.01 |
| PRF Invesco Rafi US 1000 ETF | Reduce -4.5% | 0.03% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| MSFT Microsoft Corp. | Add +60.7% | 12.67% | +2.20 |
| PFE Pfizer Inc. | Add +1282.4% | 0.51% | +0.46 |
| ORCL Oracle Corp. | Add +189.3% | 0.74% | +0.40 |
| IOT Samsara Inc. Class A | New | 0.39% | +0.39 |
| NKE Nike Inc. Class B | Add +388.6% | 0.44% | +0.30 |
| UNH Unitedhealth Group Inc. | Add +176.3% | 0.65% | +0.29 |
| TSLA Tesla Inc. | Add +11.8% | 1.03% | +0.25 |
| ALK Alaska Air Group Inc. | Add +2046.4% | 0.18% | +0.17 |
| SGOV iShares 0-3 Month Treasury B | New | 0.14% | +0.14 |
| SNOW Snowflake Inc. | Add +90.0% | 0.28% | +0.14 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +119.3% | 0.31% | +0.13 |
| SBUX Starbucks Corp. | Add +86.5% | 0.47% | +0.12 |
| EVH Evolent Health Inc. Class A | New | 0.11% | +0.11 |
| SOFI Sofi Technologies Inc. | Add +2.0% | 0.32% | +0.11 |
| SCHB Schwab US Broad Market ETF | Add +336.6% | 0.15% | +0.11 |
| VXUS Vanguard Total Intl Stock | Add +211.0% | 0.19% | +0.10 |
| AMZN Amazon.com Inc. | Add +10.9% | 25.58% | +0.09 |
| RSMC Rockefeller US Small-Mid Cap | New | 0.09% | +0.09 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +127.4% | 0.20% | +0.09 |
| MDT Medtronic PLC | Add +1368.0% | 0.09% | +0.08 |
| LOW Lowe's Cos Inc. | Add +119.7% | 0.23% | +0.08 |
| LIN Linde PLC | New | 0.08% | +0.08 |
| CMCSA Comcast Corp. Class A | Add +150.9% | 0.18% | +0.08 |
| VEA Vanguard Ftse Developed ETF | Add +79.2% | 0.34% | +0.07 |
| TMUS T-Mobile US Inc. | Add +28.1% | 1.30% | +0.06 |
| DCOR Dimensional US Core Eq 1 ETF | Add +42.3% | 0.65% | +0.06 |
| VIG Vanguard Dividend Apprec ETF | Add +92.5% | 0.20% | +0.06 |
| AMD Advanced Micro Devices | Add +178.2% | 0.16% | +0.06 |
| RWO State Street SPDR Dow Jones | Add +65.3% | 0.44% | +0.06 |
| IAU iShares Gold Trust | New | 0.05% | +0.05 |
| COF Capital One Financial Corp. | Add +330.1% | 0.07% | +0.05 |
| SDY SS SPDR S&P Dividend ETF | Add +404.5% | 0.07% | +0.05 |
| SCHF Schwab Intl Equity ETF | Add +224.2% | 0.09% | +0.05 |
| GM General Motors Co. | Add +456.1% | 0.06% | +0.05 |
| WFC Wells Fargo & Co. | Add +62.4% | 0.13% | +0.05 |
| USB US Bancorp | Add +323.1% | 0.07% | +0.05 |
| V Visa Inc. Class A | Add +50.0% | 0.19% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | Add +59.5% | 0.07% | +0.04 |
| PLD Prologis Inc. | Add +629.0% | 0.05% | +0.04 |
| AVGO Broadcom Inc. | Add +21.9% | 0.20% | +0.04 |
| SCHW Schwab (charles) Corp. | Add +380.5% | 0.05% | +0.04 |
| CBRE CBRE Group Inc. Class A | Add +322.9% | 0.06% | +0.04 |
| EMB iShares JP Morgan Usd Emergi | New | 0.04% | +0.04 |
| AIG American International Group | New | 0.03% | +0.03 |
| ADP Automatic Data Processing | Add +92.1% | 0.08% | +0.03 |
| RSG Republic Services Inc. | Add +75.8% | 0.12% | +0.03 |
| HCA HCA Healthcare Inc. | New | 0.03% | +0.03 |
| LH Labcorp Holdings Inc. | New | 0.03% | +0.03 |
| CSCO Cisco Systems Inc. | Add +49.5% | 0.13% | +0.03 |
| QCOM Qualcomm Inc. | Add +116.6% | 0.08% | +0.03 |
Options Activity Q3 2024 → Q4 2024
| TMUS T-Mobile US Inc. | put | New | 4,200 | $927K |
| PLTR Palantir Technologies Inc. Class A | put | New | 4,200 | $318K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |