Brighton Jones LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 17, 2025), Brighton Jones LLC reported 700 stock positions worth $3.1 billion. Its top holding was Amazon.com (AMZN) at 24.0% of the portfolio, followed by Microsoft (MSFT, 9.5%) and Apple (AAPL, 3.7%). Compared with Q4 2024, it opened 66 new positions, sold out of 49, added to 372 and reduced 218. The biggest buy was Lennox International (LII, shares +7092%) and the biggest sale Microsoft (MSFT, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001360798
- Portfolio Value
- $3.1B (Q1 2025)
- SEC Filing
- 0001085146-25-002166 ↗ filed Apr 17, 2025
Holdings Value
Holdings 700 stocks · $3.1B
| AMZN Amazon.com Inc. | 23.97% | 3,924,173 | $746.6M | Reduce -2.8% |
| MSFT Microsoft Corp. | 9.50% | 788,622 | $296.0M | Reduce -24.2% |
| AAPL Apple Inc. | 3.67% | 514,585 | $114.3M | Reduce -4.2% |
| VTI VG Morningstar TS MKT ETF-US | 2.49% | 282,525 | $77.6M | Reduce -10.4% |
| DFAC Dimensional US Core Equity 2 | 1.92% | 1,814,819 | $59.9M | Add +3.7% |
| DFGR Dim Global Real Estate ETF | 1.78% | 2,109,526 | $55.4M | Add +5.6% |
| IWB iShares Russell 1000 ETF | 1.76% | 178,427 | $54.7M | Reduce -2.3% |
| DFIC Dimensional International Co. | 1.62% | 1,822,674 | $50.6M | Add +7.5% |
| TMUS T-Mobile US Inc. | 1.38% | 161,116 | $43.0M | Reduce -20.9% |
| NVDA Nvidia Corp. | 1.34% | 384,901 | $41.7M | Add +18.5% |
| DFAI Dimensional International Co. | 1.19% | 1,191,270 | $37.2M | Add +11.0% |
| DFAU Dimensional US Core Equity M | 1.16% | 940,221 | $36.1M | Reduce -5.0% |
| DCOR Dimensional US Core Eq 1 ETF | 1.06% | 538,674 | $33.0M | Add +54.0% |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 1.05% | 3,237,766 | $32.8M | Add +2.0% |
| VT Vanguard Tot World STK ETF | 1.03% | 275,487 | $31.9M | Add +7.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.99% | 54,862 | $30.7M | Reduce -6.2% |
| IWF iShares Russell 1000 Growth | 0.98% | 84,657 | $30.6M | Reduce -1.0% |
| IWV iShares Russell 3000 ETF | 0.84% | 82,135 | $26.1M | Reduce -3.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.79% | 31 | $24.8M | No change |
| DFEM Dimensional Emrg MRKT Core | 0.78% | 917,363 | $24.3M | Add +8.8% |
| IVV iShares Core S&P 500 ETF | 0.76% | 42,017 | $23.6M | Add +5.9% |
| META Meta Platforms Inc. Class A | 0.73% | 39,296 | $22.6M | Add +13.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.72% | 41,979 | $22.4M | Add +6.7% |
| TSLA Tesla Inc. | 0.71% | 85,050 | $22.0M | Reduce -3.3% |
| COST Costco Wholesale Corp. | 0.68% | 22,379 | $21.2M | Add +12.9% |
| GOOG Alphabet Inc. Class C | 0.62% | 124,040 | $19.4M | Add +3.1% |
| EFA iShares MSCI Eafe ETF | 0.62% | 234,790 | $19.2M | Reduce -0.7% |
| VOO Vanguard S&P 500 ETF | 0.60% | 36,180 | $18.6M | Add +4.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.59% | 39,492 | $18.5M | Add +3.0% |
| ITOT iShares Core S&P Total U.S. | 0.59% | 150,485 | $18.4M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 0.59% | 118,562 | $18.3M | Add +7.5% |
| LII Lennox International Inc. | 0.58% | 32,438 | $18.2M | Add +7092.5% |
| IWM iShares Russell 2000 ETF | 0.55% | 85,848 | $17.1M | Reduce -2.1% |
| PFE Pfizer Inc. | 0.54% | 661,719 | $16.8M | Reduce -0.7% |
| SBUX Starbucks Corp. | 0.53% | 169,778 | $16.7M | Reduce -3.9% |
| XOM Exxon Mobil Corp. | 0.52% | 136,290 | $16.2M | Add +5.0% |
| DFAX Dimensional World Ex US Core | 0.50% | 590,989 | $15.5M | Add +3.9% |
| UNH Unitedhealth Group Inc. | 0.49% | 29,291 | $15.3M | Reduce -33.8% |
| DFAE Dimensional Emerging Core Eq | 0.42% | 511,128 | $13.2M | Add +4.9% |
| VEA Vanguard Ftse Developed ETF | 0.40% | 245,792 | $12.5M | Add +0.9% |
| JPM JPMorgan Chase & Co. | 0.40% | 50,920 | $12.5M | Add +4.5% |
| SGOV iShares 0-3 Month Treasury B | 0.39% | 121,527 | $12.2M | Add +153.4% |
| RWO State Street SPDR Dow Jones | 0.38% | 270,291 | $11.8M | Reduce -24.0% |
| IOT Samsara Inc. Class A | 0.37% | 303,430 | $11.6M | Reduce -1.5% |
| ORCL Oracle Corp. | 0.35% | 77,969 | $10.9M | Reduce -49.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.33% | 40,158 | $10.3M | Add +0.3% |
| DLR Digital Realty Trust Inc. | 0.33% | 71,385 | $10.2M | Add +1.2% |
| HD Home Depot Inc. | 0.31% | 26,383 | $9.7M | Reduce -2.0% |
| AMGN Amgen Inc. | 0.29% | 29,000 | $9.0M | Add +5.6% |
| IWR iShares Russell Mid-Cap ETF | 0.29% | 105,971 | $9.0M | Add +1.4% |
| JNJ Johnson & Johnson | 0.29% | 53,944 | $8.9M | Add +4.0% |
| LLY Eli Lilly & Co. | 0.28% | 10,421 | $8.6M | Add +8.6% |
| PEP Pepsico Inc. | 0.28% | 57,318 | $8.6M | Reduce -3.5% |
| PCAR Paccar Inc. | 0.27% | 87,866 | $8.6M | Reduce -1.3% |
| SOFI Sofi Technologies Inc. | 0.27% | 718,476 | $8.4M | Reduce -0.1% |
| WMT Walmart Inc. | 0.27% | 94,052 | $8.3M | Reduce -4.2% |
| ABT Abbott Laboratories | 0.24% | 57,040 | $7.6M | Add +10.3% |
| LOW Lowe's Cos Inc. | 0.24% | 32,439 | $7.6M | Add +1.5% |
| SCZ iShares MSCI Eafe Small-Cap | 0.24% | 117,938 | $7.5M | Reduce -0.8% |
| CRM Salesforce Inc. | 0.24% | 27,700 | $7.4M | Add +7.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.24% | 42,914 | $7.4M | Add +0.7% |
| V Visa Inc. Class A | 0.24% | 21,118 | $7.4M | Add +2.3% |
| PG The Procter & Gamble Co. | 0.24% | 43,336 | $7.4M | Add +8.2% |
| SNOW Snowflake Inc. | 0.23% | 48,207 | $7.0M | Reduce -22.1% |
| RELY Remitly Global Inc. | 0.22% | 332,420 | $6.9M | Reduce -14.5% |
| VXUS Vanguard Total Intl Stock | 0.22% | 109,296 | $6.8M | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.21% | 25,709 | $6.6M | Reduce -1.2% |
| SYY Sysco Corp. | 0.21% | 86,578 | $6.5M | Add +5.8% |
| ABNB Airbnb Inc. Class A | 0.21% | 53,480 | $6.4M | Reduce -23.9% |
| AVGO Broadcom Inc. | 0.20% | 37,712 | $6.3M | Add +27.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 25,177 | $6.3M | Add +19.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.20% | 16,408 | $6.1M | Reduce -3.0% |
| IWD iShares Russell 1000 Value E | 0.19% | 31,982 | $6.0M | Reduce -12.8% |
| ABBV Abbvie Inc. | 0.18% | 27,350 | $5.7M | Add +19.4% |
| ACN Accenture PLC Class A | 0.18% | 18,260 | $5.7M | Reduce -1.0% |
| UBER Uber Technologies Inc. | 0.18% | 75,922 | $5.5M | Add +2.0% |
| COMP Compass Inc. Class A | 0.18% | 629,635 | $5.5M | Reduce -33.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.17% | 54,451 | $5.4M | Add +0.9% |
| EEM iShares MSCI Emerging Market | 0.16% | 116,560 | $5.1M | Reduce -1.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.16% | 11,854 | $5.0M | Reduce -1.7% |
| DFSU Dimensional US Sus CORE1 ETF | 0.16% | 138,557 | $5.0M | Add +21.3% |
| IJH iShares Core S&P Midcap ETF | 0.16% | 83,244 | $4.9M | Add +7.2% |
| SCHX Schwab US Large-Cap ETF | 0.16% | 219,121 | $4.8M | Add +3.7% |
| SCHB Schwab US Broad Market ETF | 0.15% | 222,662 | $4.8M | Reduce -2.6% |
| WFC Wells Fargo & Co. | 0.15% | 66,624 | $4.8M | Add +0.6% |
| RSG Republic Services Inc. | 0.15% | 19,483 | $4.7M | Reduce -1.7% |
| NFLX Netflix Inc. | 0.15% | 4,985 | $4.6M | Reduce -7.5% |
| CSCO Cisco Systems Inc. | 0.15% | 75,219 | $4.6M | Add +1.4% |
| CVX Chevron Corp. | 0.15% | 27,236 | $4.6M | Reduce -2.9% |
| NKE Nike Inc. Class B | 0.15% | 71,466 | $4.5M | Reduce -64.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 107,907 | $4.5M | Reduce -0.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.14% | 81,636 | $4.5M | Add +3.6% |
| RDDT Reddit Inc. Class A | 0.14% | 42,546 | $4.5M | Add +10.2% |
| IVW iShares S&P 500 Growth ETF | 0.14% | 47,757 | $4.4M | Add +6.0% |
| HAPN Happen Inc. filed as LENDINGCLUB CORP | 0.14% | 411,070 | $4.2M | No change |
| AMD Advanced Micro Devices | 0.14% | 41,138 | $4.2M | Reduce -10.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.14% | 22,631 | $4.2M | Reduce -2.6% |
| KLAC KLA Corp. | 0.13% | 6,070 | $4.1M | Reduce -1.1% |
| CMCSA Comcast Corp. Class A | 0.13% | 111,716 | $4.1M | Reduce -32.8% |
| HON Honeywell International Inc. | 0.13% | 18,962 | $4.0M | Reduce -0.5% |
Options reported separately and not counted above: CRWD puts ($2.4M), APP puts ($662K), VST puts ($352K), SPOT puts ($330K).
Portfolio Sells Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | Reduce -24.2% | 9.50% | −3.17 |
| AMZN Amazon.com Inc. | Reduce -2.8% | 23.97% | −1.62 |
| APP AppLovin Corp. Class A | Reduce -95.3% | 0.02% | −0.40 |
| ORCL Oracle Corp. | Reduce -49.2% | 0.35% | −0.39 |
| TSLA Tesla Inc. | Reduce -3.3% | 0.71% | −0.32 |
| NKE Nike Inc. Class B | Reduce -64.7% | 0.15% | −0.30 |
| AAPL Apple Inc. | Reduce -4.2% | 3.67% | −0.22 |
| UNH Unitedhealth Group Inc. | Reduce -33.8% | 0.49% | −0.15 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -10.4% | 2.49% | −0.15 |
| VIG Vanguard Dividend Apprec ETF | Reduce -41.5% | 0.13% | −0.07 |
| RWO State Street SPDR Dow Jones | Reduce -24.0% | 0.38% | −0.06 |
| ABNB Airbnb Inc. Class A | Reduce -23.9% | 0.21% | −0.06 |
| BND Vanguard Total Bond Market | Reduce -74.7% | 0.02% | −0.06 |
| ALK Alaska Air Group Inc. | Reduce -16.4% | 0.13% | −0.05 |
| SOFI Sofi Technologies Inc. | Reduce -0.1% | 0.27% | −0.05 |
| SNOW Snowflake Inc. | Reduce -22.1% | 0.23% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -32.8% | 0.13% | −0.05 |
| IAU iShares Gold Trust | Reduce -84.8% | 0.01% | −0.04 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.04 |
| RELY Remitly Global Inc. | Reduce -14.5% | 0.22% | −0.03 |
| HCP Hashicorp Inc. Class A | Sold out | 0.00% | −0.03 |
| LH Labcorp Holdings Inc. | Sold out | 0.00% | −0.03 |
| AMD Advanced Micro Devices | Reduce -10.5% | 0.14% | −0.02 |
| PLD Prologis Inc. | Reduce -53.2% | 0.03% | −0.02 |
| SPT Sprout Social Inc. Class A | Reduce -64.0% | 0.01% | −0.02 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.02 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.02 |
| USB US Bancorp | Reduce -24.9% | 0.05% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -38.0% | 0.06% | −0.02 |
| WRB WR Berkley Corp. | Reduce -40.4% | 0.07% | −0.02 |
| IOT Samsara Inc. Class A | Reduce -1.5% | 0.37% | −0.02 |
| GSK GSK PLC-Spon ADR | Sold out | 0.00% | −0.02 |
| NOW ServiceNow Inc. | Reduce -1.4% | 0.07% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -27.9% | 0.07% | −0.01 |
| PCOR Procore Technologies Inc. | Sold out | 0.00% | −0.01 |
| ON On Semiconductor | Reduce -1.6% | 0.03% | −0.01 |
| SMAR Smartsheet Inc. Class A | Sold out | 0.00% | −0.01 |
| LIN Linde PLC | Reduce -31.6% | 0.07% | −0.01 |
| BINC iShares Flex I A ETF-Usd Inc. | Sold out | 0.00% | −0.01 |
| DFAT Dimensional US Target Value | Reduce -35.5% | 0.02% | −0.01 |
| ADBE Adobe Inc. | Reduce -7.0% | 0.09% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -46.2% | 0.02% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -1.0% | 0.98% | −0.01 |
| SPSM SS SPDR P S&P 600 Small Cap | Sold out | 0.00% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -2.1% | 0.55% | −0.01 |
| FM iShares Frontier and Select | Sold out | 0.00% | −0.01 |
| CMDY iShares Bloomberg Roll Selec | Sold out | 0.00% | −0.01 |
| IGV iShares Expanded Tech-Softwa | Sold out | 0.00% | −0.01 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -6.8% | 0.09% | −0.01 |
| RGTI Rigetti Computing Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| LII Lennox International Inc. | Add +7092.5% | 0.58% | +0.58 |
| DCOR Dimensional US Core Eq 1 ETF | Add +54.0% | 1.06% | +0.41 |
| DFIC Dimensional International Co. | Add +7.5% | 1.62% | +0.36 |
| DFGR Dim Global Real Estate ETF | Add +5.6% | 1.78% | +0.30 |
| DFAI Dimensional International Co. | Add +11.0% | 1.19% | +0.29 |
| SGOV iShares 0-3 Month Treasury B | Add +153.4% | 0.39% | +0.25 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +6.7% | 0.72% | +0.20 |
| DFAC Dimensional US Core Equity 2 | Add +3.7% | 1.92% | +0.17 |
| VT Vanguard Tot World STK ETF | Add +7.9% | 1.03% | +0.16 |
| COST Costco Wholesale Corp. | Add +12.9% | 0.68% | +0.15 |
| META Meta Platforms Inc. Class A | Add +13.7% | 0.73% | +0.14 |
| DFEM Dimensional Emrg MRKT Core | Add +8.8% | 0.78% | +0.14 |
| VGSR Vert GLB Sust Re ETF | Add +2.0% | 1.05% | +0.13 |
| XOM Exxon Mobil Corp. | Add +5.0% | 0.52% | +0.12 |
| DFAX Dimensional World Ex US Core | Add +3.9% | 0.50% | +0.09 |
| PM Philip Morris International | Add +170.9% | 0.12% | +0.09 |
| AMGN Amgen Inc. | Add +5.6% | 0.29% | +0.08 |
| IVV iShares Core S&P 500 ETF | Add +5.9% | 0.76% | +0.08 |
| NVDA Nvidia Corp. | Add +18.5% | 1.34% | +0.08 |
| ABT Abbott Laboratories | Add +10.3% | 0.24% | +0.07 |
| JNJ Johnson & Johnson | Add +4.0% | 0.29% | +0.07 |
| DFAE Dimensional Emerging Core Eq | Add +4.9% | 0.42% | +0.07 |
| IBM Intl Business Machines Corp. | Add +19.8% | 0.20% | +0.07 |
| ABBV Abbvie Inc. | Add +19.4% | 0.18% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +0.9% | 0.40% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +4.5% | 0.40% | +0.06 |
| LLY Eli Lilly & Co. | Add +8.6% | 0.28% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +4.8% | 0.60% | +0.06 |
| FISV Fiserv Inc. | Add +159.3% | 0.08% | +0.05 |
| V Visa Inc. Class A | Add +2.3% | 0.24% | +0.05 |
| AXP American Express Co. | Add +86.8% | 0.10% | +0.05 |
| VRTX Vertex Pharmaceuticals Inc. | Add +45.0% | 0.10% | +0.05 |
| UBER Uber Technologies Inc. | Add +2.0% | 0.18% | +0.05 |
| BOXX Alpha Architect 1-3 MNTH Box | New | 0.04% | +0.04 |
| PG The Procter & Gamble Co. | Add +8.2% | 0.24% | +0.04 |
| MO Altria Group Inc. | Add +103.3% | 0.07% | +0.04 |
| DFSU Dimensional US Sus CORE1 ETF | Add +21.3% | 0.16% | +0.03 |
| VXUS Vanguard Total Intl Stock | Add +0.1% | 0.22% | +0.03 |
| MCD McDonald's Corp. | Add +16.1% | 0.11% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.7% | 0.24% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.0% | 0.59% | +0.03 |
| MDT Medtronic PLC | Add +4.2% | 0.12% | +0.03 |
| SYY Sysco Corp. | Add +5.8% | 0.21% | +0.03 |
| MDLZ Mondelez International Inc. Class A | Add +63.8% | 0.05% | +0.03 |
| MRSH Marsh & McLennan Cos | Add +15.6% | 0.08% | +0.03 |
| GLD SPDR Gold Shares | Add +0.2% | 0.10% | +0.03 |
| DFSI Dimensional Int Sus COR1 ETF | Add +26.3% | 0.08% | +0.02 |
| BSCQ Invesco Bulletshares 2026 CB | New | 0.02% | +0.02 |
| ANET Arista Networks Inc. | Add +151.2% | 0.05% | +0.02 |
| EFG iShares MSCI Eafe Growth ETF | Add +0.9% | 0.17% | +0.02 |
Options Activity Q4 2024 → Q1 2025
| CRWD CrowdStrike Holdings Inc. Class A | put | New | 6,700 | $2.4M |
| TMUS T-Mobile US Inc. | put | Sold out | 4,200 | $927Kbefore exit |
| APP AppLovin Corp. Class A | put | New | 2,500 | $662K |
| VST Vistra Corp. | put | New | 3,000 | $352K |
| SPOT Spotify Technology SA | put | New | 600 | $330K |
| PLTR Palantir Technologies Inc. Class A | put | Sold out | 4,200 | $318Kbefore exit |
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 |