Brighton Jones LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), Brighton Jones LLC reported 925 stock positions worth $3.7 billion. Its top holding was Amazon.com (AMZN) at 23.0% of the portfolio, followed by Microsoft (MSFT, 9.8%) and Apple (AAPL, 2.9%). Compared with Q1 2025, it opened 245 new positions, sold out of 20, added to 495 and reduced 155. The biggest buy was Nvidia (NVDA, shares +14%) and the biggest sale Amazon.com (AMZN, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001360798
- Portfolio Value
- $3.7B (Q2 2025)
- SEC Filing
- 0001085146-25-004370 ↗ filed Jul 31, 2025
Holdings Value
Holdings 925 stocks · $3.7B
| AMZN Amazon.com Inc. | 22.95% | 3,862,742 | $847.4M | Reduce -1.6% |
| MSFT Microsoft Corp. | 9.82% | 728,693 | $362.5M | Reduce -7.6% |
| AAPL Apple Inc. | 2.95% | 530,470 | $108.8M | Add +3.1% |
| VTI VG Morningstar TS MKT ETF-US | 2.29% | 278,465 | $84.6M | Reduce -1.4% |
| NVDA Nvidia Corp. | 1.88% | 440,295 | $69.6M | Add +14.4% |
| DFAC Dimensional US Core Equity 2 | 1.85% | 1,901,625 | $68.2M | Add +4.8% |
| IWB iShares Russell 1000 ETF | 1.64% | 177,798 | $60.4M | Reduce -0.3% |
| DFGR Dim Global Real Estate ETF | 1.61% | 2,219,008 | $59.5M | Add +5.2% |
| DFIC Dimensional International Co. | 1.59% | 1,883,911 | $58.6M | Add +3.4% |
| DFAI Dimensional International Co. | 1.18% | 1,260,981 | $43.6M | Add +5.8% |
| DCOR Dimensional US Core Eq 1 ETF | 1.17% | 644,970 | $43.1M | Add +19.7% |
| DFAU Dimensional US Core Equity M | 1.10% | 961,273 | $40.7M | Add +2.2% |
| VT Vanguard Tot World STK ETF | 1.01% | 289,399 | $37.2M | Add +5.0% |
| TMUS T-Mobile US Inc. | 1.00% | 154,909 | $36.9M | Reduce -3.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.97% | 57,803 | $35.7M | Add +5.4% |
| IWF iShares Russell 1000 Growth | 0.96% | 83,580 | $35.5M | Reduce -1.3% |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 0.93% | 3,274,148 | $34.2M | Add +1.1% |
| IWV iShares Russell 3000 ETF | 0.79% | 83,353 | $29.3M | Add +1.5% |
| META Meta Platforms Inc. Class A | 0.78% | 39,087 | $28.8M | Reduce -0.5% |
| DFEM Dimensional Emrg MRKT Core | 0.78% | 965,303 | $28.7M | Add +5.2% |
| IVV iShares Core S&P 500 ETF | 0.77% | 45,994 | $28.6M | Add +9.5% |
| TSLA Tesla Inc. | 0.74% | 86,397 | $27.4M | Add +1.6% |
| COST Costco Wholesale Corp. | 0.65% | 24,309 | $24.1M | Add +8.6% |
| EFA iShares MSCI Eafe ETF | 0.60% | 248,064 | $22.2M | Add +5.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.60% | 45,641 | $22.2M | Add +8.7% |
| VOO Vanguard S&P 500 ETF | 0.58% | 37,963 | $21.6M | Add +4.9% |
| ITOT iShares Core S&P Total U.S. | 0.57% | 155,070 | $20.9M | Add +3.0% |
| GOOG Alphabet Inc. Class C | 0.57% | 117,686 | $20.9M | Reduce -5.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.55% | 28 | $20.4M | Reduce -9.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.54% | 36,218 | $20.0M | Reduce -8.3% |
| GOOGL Alphabet Inc. Class A | 0.54% | 112,285 | $19.8M | Reduce -5.3% |
| LII Lennox International Inc. | 0.50% | 32,497 | $18.6M | Add +0.2% |
| IWM iShares Russell 2000 ETF | 0.50% | 85,757 | $18.5M | Reduce -0.1% |
| DFAX Dimensional World Ex US Core | 0.49% | 621,073 | $18.2M | Add +5.1% |
| ORCL Oracle Corp. | 0.47% | 78,618 | $17.2M | Add +0.8% |
| DFAE Dimensional Emerging Core Eq | 0.44% | 562,899 | $16.3M | Add +10.1% |
| JPM JPMorgan Chase & Co. | 0.41% | 51,570 | $15.0M | Add +1.3% |
| SBUX Starbucks Corp. | 0.40% | 162,143 | $14.9M | Reduce -4.5% |
| XOM Exxon Mobil Corp. | 0.38% | 131,282 | $14.2M | Reduce -3.7% |
| VEA Vanguard Ftse Developed ETF | 0.38% | 245,763 | $14.0M | Reduce -0.0% |
| ABNB Airbnb Inc. Class A | 0.36% | 100,176 | $13.3M | Add +87.3% |
| PFE Pfizer Inc. | 0.36% | 542,777 | $13.2M | Reduce -18.0% |
| SOFI Sofi Technologies Inc. | 0.35% | 716,699 | $13.1M | Reduce -0.3% |
| SNOW Snowflake Inc. | 0.34% | 56,497 | $12.6M | Add +17.2% |
| DLR Digital Realty Trust Inc. | 0.34% | 71,640 | $12.5M | Add +0.4% |
| RWO State Street SPDR Dow Jones | 0.33% | 279,256 | $12.3M | Add +3.3% |
| AVGO Broadcom Inc. | 0.32% | 43,178 | $11.9M | Add +14.5% |
| IOT Samsara Inc. Class A | 0.31% | 291,002 | $11.6M | Reduce -4.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.31% | 40,269 | $11.5M | Add +0.3% |
| RDDT Reddit Inc. Class A | 0.29% | 71,970 | $10.8M | Add +69.2% |
| HD Home Depot Inc. | 0.28% | 28,212 | $10.3M | Add +6.9% |
| IWR iShares Russell Mid-Cap ETF | 0.27% | 108,225 | $10.0M | Add +2.1% |
| WMT Walmart Inc. | 0.25% | 93,514 | $9.1M | Reduce -0.6% |
| PEP Pepsico Inc. | 0.24% | 68,273 | $9.0M | Add +19.1% |
| JNJ Johnson & Johnson | 0.24% | 57,751 | $8.8M | Add +7.1% |
| CRM Salesforce Inc. | 0.24% | 32,209 | $8.8M | Add +16.3% |
| SCZ iShares MSCI Eafe Small-Cap | 0.23% | 118,022 | $8.6M | Add +0.1% |
| LLY Eli Lilly & Co. | 0.23% | 10,888 | $8.5M | Add +4.5% |
| PCAR Paccar Inc. | 0.23% | 87,977 | $8.4M | Add +0.1% |
| V Visa Inc. Class A | 0.22% | 22,876 | $8.1M | Add +8.3% |
| AMGN Amgen Inc. | 0.22% | 28,785 | $8.0M | Reduce -0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.22% | 18,224 | $8.0M | Add +11.1% |
| ABT Abbott Laboratories | 0.22% | 58,664 | $8.0M | Add +2.9% |
| VXUS Vanguard Total Intl Stock | 0.22% | 115,153 | $8.0M | Add +5.4% |
| DFSU Dimensional US Sus CORE1 ETF | 0.21% | 195,108 | $7.7M | Add +40.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.21% | 27,222 | $7.6M | Add +5.9% |
| NFLX Netflix Inc. | 0.20% | 5,523 | $7.4M | Add +10.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 25,042 | $7.4M | Reduce -0.5% |
| LOW Lowe's Cos Inc. | 0.20% | 32,707 | $7.3M | Add +0.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.19% | 40,593 | $7.2M | Reduce -5.4% |
| UBER Uber Technologies Inc. | 0.19% | 76,762 | $7.2M | Add +1.1% |
| MAR Marriott International Class A | 0.19% | 25,320 | $6.9M | Add +144.2% |
| SYY Sysco Corp. | 0.19% | 90,338 | $6.8M | Add +4.3% |
| PG The Procter & Gamble Co. | 0.18% | 42,200 | $6.7M | Reduce -2.6% |
| IWD iShares Russell 1000 Value E | 0.18% | 33,810 | $6.6M | Add +5.7% |
| UNH Unitedhealth Group Inc. | 0.18% | 20,931 | $6.5M | Reduce -28.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.17% | 94,582 | $6.4M | Add +176.4% |
| RELY Remitly Global Inc. | 0.17% | 332,525 | $6.2M | Add +0.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.16% | 53,811 | $6.0M | Reduce -1.2% |
| IVW iShares S&P 500 Growth ETF | 0.16% | 53,522 | $5.9M | Add +12.1% |
| PM Philip Morris International | 0.16% | 32,224 | $5.9M | Add +39.4% |
| AMD Advanced Micro Devices | 0.16% | 41,161 | $5.8M | Add +0.1% |
| EEM iShares MSCI Emerging Market | 0.15% | 117,013 | $5.6M | Add +0.4% |
| IJH iShares Core S&P Midcap ETF | 0.15% | 90,799 | $5.6M | Add +9.1% |
| SGOV iShares 0-3 Month Treasury B | 0.15% | 55,809 | $5.6M | Reduce -54.1% |
| WFC Wells Fargo & Co. | 0.15% | 69,194 | $5.5M | Add +3.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 114,492 | $5.4M | Add +6.1% |
| SCHX Schwab US Large-Cap ETF | 0.15% | 220,148 | $5.4M | Add +0.5% |
| SCHB Schwab US Broad Market ETF | 0.15% | 225,514 | $5.4M | Add +1.3% |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 26,095 | $5.3M | Add +29.0% |
| KLAC KLA Corp. | 0.14% | 5,905 | $5.3M | Reduce -2.7% |
| ACN Accenture PLC Class A | 0.14% | 17,588 | $5.3M | Reduce -3.7% |
| ABBV Abbvie Inc. | 0.14% | 28,020 | $5.2M | Add +2.5% |
| CSCO Cisco Systems Inc. | 0.14% | 73,901 | $5.1M | Reduce -1.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.14% | 80,673 | $5.1M | Reduce -1.2% |
| HAPN Happen Inc. filed as LENDINGCLUB CORP | 0.13% | 411,183 | $4.9M | Add +0.0% |
| RSG Republic Services Inc. | 0.13% | 19,980 | $4.9M | Add +2.5% |
| NKE Nike Inc. Class B | 0.13% | 67,772 | $4.8M | Reduce -5.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.13% | 10,569 | $4.7M | Reduce -10.8% |
| BA The Boeing Co. | 0.12% | 21,639 | $4.5M | Add +4.9% |
Options reported separately and not counted above: APP puts ($1.1M), META puts ($221K).
Portfolio Sells Q1 2025 → Q2 2025
| AMZN Amazon.com Inc. | Reduce -1.6% | 22.95% | −1.01 |
| TMUS T-Mobile US Inc. | Reduce -3.9% | 1.00% | −0.38 |
| UNH Unitedhealth Group Inc. | Reduce -28.5% | 0.18% | −0.32 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -9.7% | 0.55% | −0.24 |
| SGOV iShares 0-3 Month Treasury B | Reduce -54.1% | 0.15% | −0.24 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.4% | 2.29% | −0.20 |
| PFE Pfizer Inc. | Reduce -18.0% | 0.36% | −0.18 |
| XOM Exxon Mobil Corp. | Reduce -3.7% | 0.38% | −0.14 |
| SBUX Starbucks Corp. | Reduce -4.5% | 0.40% | −0.13 |
| IWB iShares Russell 1000 ETF | Reduce -0.3% | 1.64% | −0.12 |
| ALK Alaska Air Group Inc. | Reduce -90.2% | 0.01% | −0.12 |
| MDT Medtronic PLC | Reduce -81.6% | 0.02% | −0.10 |
| AMGN Amgen Inc. | Reduce -0.7% | 0.22% | −0.07 |
| COMP Compass Inc. Class A | Reduce -0.5% | 0.11% | −0.07 |
| IOT Samsara Inc. Class A | Reduce -4.1% | 0.31% | −0.06 |
| GOOG Alphabet Inc. Class C | Reduce -5.1% | 0.57% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -2.6% | 0.18% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -8.3% | 0.54% | −0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -5.3% | 0.54% | −0.05 |
| IWM iShares Russell 2000 ETF | Reduce -0.1% | 0.50% | −0.05 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -29.0% | 0.06% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -5.4% | 0.19% | −0.04 |
| CVX Chevron Corp. | Reduce -2.3% | 0.10% | −0.04 |
| ACN Accenture PLC Class A | Reduce -3.7% | 0.14% | −0.04 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -10.8% | 0.13% | −0.03 |
| FCN Fti Consulting Inc. | Sold out | 0.00% | −0.03 |
| FISV Fiserv Inc. | Reduce -3.1% | 0.05% | −0.03 |
| PSX Phillips 66 | Reduce -48.8% | 0.02% | −0.03 |
| AON Aon PLC Class A | Reduce -4.3% | 0.07% | −0.03 |
| SIXH Etc 6 Meridian Hedged Equity | Reduce -38.5% | 0.03% | −0.03 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -7.9% | 0.07% | −0.02 |
| BSCQ Invesco Bulletshares 2026 CB | Sold out | 0.00% | −0.02 |
| GEN Gen Digital Inc. | Sold out | 0.00% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.0% | 0.38% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -1.3% | 0.96% | −0.02 |
| PWZ Invesco California Amt-Free | Sold out | 0.00% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -15.4% | 0.09% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -2.8% | 0.12% | −0.02 |
| KO The Coca-Cola Co. | Reduce -2.8% | 0.08% | −0.02 |
| WMT Walmart Inc. | Reduce -0.6% | 0.25% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -7.6% | 0.05% | −0.02 |
| HHH Howard Hughes Holdings Inc. | Sold out | 0.00% | −0.02 |
| EOG EOG Resources Inc. | Reduce -54.0% | 0.01% | −0.02 |
| OKE Oneok Inc. | Reduce -1.7% | 0.03% | −0.02 |
| NKE Nike Inc. Class B | Reduce -5.2% | 0.13% | −0.02 |
| JWN Nordstrom Inc. | Sold out | 0.00% | −0.01 |
| PLD Prologis Inc. | Reduce -31.8% | 0.02% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -4.1% | 0.04% | −0.01 |
| ELV Elevance Health Inc. | Reduce -4.8% | 0.03% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +14.4% | 1.88% | +0.55 |
| ABNB Airbnb Inc. Class A | Add +87.3% | 0.36% | +0.15 |
| RDDT Reddit Inc. Class A | Add +69.2% | 0.29% | +0.15 |
| AVGO Broadcom Inc. | Add +14.5% | 0.32% | +0.12 |
| SNOW Snowflake Inc. | Add +17.2% | 0.34% | +0.12 |
| ORCL Oracle Corp. | Add +0.8% | 0.47% | +0.12 |
| MAR Marriott International Class A | Add +144.2% | 0.19% | +0.11 |
| DCOR Dimensional US Core Eq 1 ETF | Add +19.7% | 1.17% | +0.11 |
| VEU Vanguard Ftse All-World Ex-U | Add +176.4% | 0.17% | +0.11 |
| RBLX Roblox Corp. Class A | Add +509.9% | 0.08% | +0.08 |
| DASH DoorDash Inc. Class A | Add +76.1% | 0.12% | +0.06 |
| INCY Incyte Corp. | New | 0.06% | +0.06 |
| PNC PNC Financial Services Group | Add +263.9% | 0.08% | +0.06 |
| VRSN Verisign Inc. | Add +704.8% | 0.06% | +0.05 |
| ANET Arista Networks Inc. | Add +88.2% | 0.10% | +0.05 |
| NFLX Netflix Inc. | Add +10.8% | 0.20% | +0.05 |
| DFSU Dimensional US Sus CORE1 ETF | Add +40.8% | 0.21% | +0.05 |
| GEV GE Vernova Inc. | Add +67.2% | 0.08% | +0.05 |
| KMX Carmax Inc. | New | 0.04% | +0.04 |
| GE General Electric | Add +45.2% | 0.12% | +0.04 |
| DKNG Draftkings Inc. Class A | New | 0.04% | +0.04 |
| LYFT LYFT Inc. Class A | New | 0.04% | +0.04 |
| PM Philip Morris International | Add +39.4% | 0.16% | +0.04 |
| TT Trane Technologies PLC | Add +44.9% | 0.11% | +0.04 |
| EXPE Expedia Group Inc. | Add +365.8% | 0.05% | +0.04 |
| VEEV Veeva Systems Inc. Class A | New | 0.04% | +0.04 |
| MNST Monster Beverage Corp. | New | 0.04% | +0.04 |
| COF Capital One Financial Corp. | Add +45.9% | 0.12% | +0.04 |
| TSLA Tesla Inc. | Add +1.6% | 0.74% | +0.04 |
| FIX Comfort Systems USA Inc. | New | 0.04% | +0.04 |
| EIX Edison International | New | 0.04% | +0.04 |
| ILMN Illumina Inc. | New | 0.03% | +0.03 |
| FTNT Fortinet Inc. | Add +103.8% | 0.07% | +0.03 |
| FTI Technipfmc PLC | New | 0.03% | +0.03 |
| GM General Motors Co. | Add +72.5% | 0.10% | +0.03 |
| MANH Manhattan Associates Inc. | New | 0.03% | +0.03 |
| EXR Extra Space Storage Inc. | New | 0.03% | +0.03 |
| TXRH Texas Roadhouse Inc. | Add +212.5% | 0.05% | +0.03 |
| BMRN Biomarin Pharmaceutical Inc. | New | 0.03% | +0.03 |
| MSCI MSCI Inc. | Add +403.6% | 0.04% | +0.03 |
| QCOM Qualcomm Inc. | Add +49.6% | 0.12% | +0.03 |
| AMT American Tower Corp. | Add +148.7% | 0.05% | +0.03 |
| NTRA Natera Inc. | New | 0.03% | +0.03 |
| NWSA News Corp. Class A | New | 0.03% | +0.03 |
| HLT Hilton Worldwide Holdings Inc. | Add +284.1% | 0.04% | +0.03 |
| ARE Alexandria Real Estate Equit | New | 0.03% | +0.03 |
| VRT Vertiv Holdings Co. Class A | New | 0.03% | +0.03 |
| XRAY Dentsply Sirona Inc. | New | 0.03% | +0.03 |
| LAMR Lamar Advertising Co. Class A | New | 0.03% | +0.03 |
| HUM Humana Inc. | New | 0.03% | +0.03 |
Options Activity Q1 2025 → Q2 2025
| CRWD CrowdStrike Holdings Inc. Class A | put | Sold out | 6,700 | $2.4Mbefore exit |
| APP AppLovin Corp. Class A | put | Add +20.0% | 3,000 | $1.1M |
| VST Vistra Corp. | put | Sold out | 3,000 | $352Kbefore exit |
| SPOT Spotify Technology SA | put | Sold out | 600 | $330Kbefore exit |
| META Meta Platforms Inc. Class A | put | New | 300 | $221K |
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 |