Brighton Jones LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 14, 2025), Brighton Jones LLC reported 1,025 stock positions worth $4.2 billion. Its top holding was Amazon.com (AMZN) at 20.8% of the portfolio, followed by Microsoft (MSFT, 8.8%) and Apple (AAPL, 3.3%). Compared with Q2 2025, it opened 139 new positions, sold out of 39, added to 640 and reduced 211. The biggest buy was Alphabet Class C (GOOG, shares +44%) and the biggest sale Microsoft (MSFT, shares −2%).

Most Recent 13F
Q2 2026
Location
SEATTLE, WA
CIK
0001360798
Portfolio Value
$4.2B (Q3 2025)
SEC Filing
0001085146-25-005933 ↗ filed Oct 14, 2025

Holdings Value

0$2.0B$4.0B$6.0B Q1 2024: $2.8B Q1 2024 Q2 2024: $3.0B Q2 2024 Q3 2024: $2.7B Q3 2024 Q4 2024: $3.5B Q4 2024 Q1 2025: $3.1B Q1 2025 Q2 2025: $3.7B Q2 2025 Q3 2025: $4.2B $4.2B Q3 2025 Q4 2025: $2.7B Q4 2025 Q1 2026: $4.5B Q1 2026 Q2 2026: $5.4B Q2 2026

Holdings 1,025 stocks · $4.2B

AMZN Amazon.com Inc. 20.79% 3,948,787 $867.0M Add +2.2%
MSFT Microsoft Corp. 8.83% 710,647 $368.1M Reduce -2.5%
AAPL Apple Inc. 3.26% 533,728 $135.9M Add +0.6%
VTI VG Morningstar TS MKT ETF-US 2.32% 294,473 $96.6M Add +5.8%
NVDA Nvidia Corp. 2.12% 472,894 $88.2M Add +7.4%
DFAC Dimensional US Core Equity 2 1.78% 1,928,340 $74.4M Add +1.4%
DFGR Dim Global Real Estate ETF 1.57% 2,399,150 $65.5M Add +8.1%
IWB iShares Russell 1000 ETF 1.55% 176,984 $64.7M Reduce -0.5%
DFIC Dimensional International Co. 1.54% 1,964,252 $64.4M Add +4.3%
DCOR Dimensional US Core Eq 1 ETF 1.36% 791,258 $56.9M Add +22.7%
DFAI Dimensional International Co. 1.20% 1,373,422 $49.9M Add +8.9%
TSLA Tesla Inc. 1.16% 109,017 $48.5M Add +26.2%
DFAU Dimensional US Core Equity M 1.07% 977,428 $44.7M Add +1.7%
VT Vanguard Tot World STK ETF 0.99% 299,674 $41.3M Add +3.5%
GOOG Alphabet Inc. Class C 0.99% 169,207 $41.2M Add +43.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.92% 57,743 $38.5M Reduce -0.1%
IWF iShares Russell 1000 Growth 0.92% 82,073 $38.4M Reduce -1.8%
VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS 0.88% 3,445,901 $36.7M Add +5.3%
TMUS T-Mobile US Inc. 0.86% 150,121 $35.9M Reduce -3.1%
DFEM Dimensional Emrg MRKT Core 0.79% 1,025,394 $32.9M Add +6.2%
IVV iShares Core S&P 500 ETF 0.75% 46,836 $31.3M Add +1.8%
IWV iShares Russell 3000 ETF 0.75% 82,343 $31.2M Reduce -1.2%
META Meta Platforms Inc. Class A 0.70% 39,940 $29.3M Add +2.2%
GOOGL Alphabet Inc. Class A 0.68% 115,949 $28.2M Add +3.3%
ORCL Oracle Corp. 0.64% 94,185 $26.5M Add +19.8%
ITOT iShares Core S&P Total U.S. 0.57% 162,178 $23.6M Add +4.6%
BRK.B Berkshire Hathaway Inc. Class B 0.56% 46,521 $23.4M Add +1.9%
VOO Vanguard S&P 500 ETF 0.55% 37,785 $23.1M Reduce -0.5%
EFA iShares MSCI Eafe ETF 0.54% 239,340 $22.3M Reduce -3.5%
COST Costco Wholesale Corp. 0.53% 23,670 $21.9M Reduce -2.6%
QQQ Invesco QQQ Trust Series 1 0.52% 36,448 $21.9M Add +0.6%
DFAX Dimensional World Ex US Core 0.51% 674,460 $21.2M Add +8.6%
BRK.A Berkshire Hathaway Inc. Class A 0.51% 28 $21.1M No change
IWM iShares Russell 2000 ETF 0.50% 85,438 $20.7M Reduce -0.4%
SGOV iShares 0-3 Month Treasury B 0.49% 202,465 $20.4M Add +262.8%
JPM JPMorgan Chase & Co. 0.48% 63,816 $20.1M Add +23.8%
DFAE Dimensional Emerging Core Eq 0.46% 606,590 $19.1M Add +7.8%
SOFI Sofi Technologies Inc. 0.44% 696,732 $18.4M Reduce -2.8%
LII Lennox International Inc. 0.41% 32,532 $17.2M Add +0.1%
SNOW Snowflake Inc. 0.39% 71,893 $16.2M Add +27.3%
VEA Vanguard Ftse Developed ETF 0.36% 252,891 $15.2M Add +2.9%
XOM Exxon Mobil Corp. 0.36% 133,148 $15.0M Add +1.4%
AVGO Broadcom Inc. 0.36% 44,993 $14.8M Add +4.2%
PFE Pfizer Inc. 0.34% 558,023 $14.2M Add +2.8%
HD Home Depot Inc. 0.34% 34,686 $14.1M Add +22.9%
SBUX Starbucks Corp. 0.33% 162,923 $13.8M Add +0.5%
WMT Walmart Inc. 0.31% 125,872 $13.0M Add +34.6%
ABNB Airbnb Inc. Class A 0.31% 105,693 $12.8M Add +5.5%
RWO State Street SPDR Dow Jones 0.31% 279,983 $12.8M Add +0.3%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.30% 40,377 $12.4M Add +0.3%
DLR Digital Realty Trust Inc. 0.30% 71,706 $12.4M Add +0.1%
PEP Pepsico Inc. 0.27% 79,474 $11.2M Add +16.4%
RDDT Reddit Inc. Class A 0.27% 48,074 $11.1M Reduce -33.2%
IWR iShares Russell Mid-Cap ETF 0.25% 108,360 $10.5M Add +0.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.22% 19,446 $9.3M Add +6.7%
LLY Eli Lilly & Co. 0.22% 11,909 $9.1M Add +9.4%
UNH Unitedhealth Group Inc. 0.22% 26,167 $9.0M Add +25.0%
VEU Vanguard Ftse All-World Ex-U 0.22% 126,586 $9.0M Add +33.8%
SCZ iShares MSCI Eafe Small-Cap 0.21% 116,681 $9.0M Reduce -1.1%
JNJ Johnson & Johnson 0.21% 47,925 $8.9M Reduce -17.0%
VXUS Vanguard Total Intl Stock 0.21% 120,231 $8.8M Add +4.4%
PCAR Paccar Inc. 0.21% 88,793 $8.7M Add +0.9%
LOW Lowe's Cos Inc. 0.20% 33,721 $8.5M Add +3.1%
AMGN Amgen Inc. 0.20% 28,901 $8.2M Add +0.4%
PG The Procter & Gamble Co. 0.19% 51,480 $7.9M Add +22.0%
INTC Intel Corp. 0.19% 235,094 $7.9M Add +25.9%
V Visa Inc. Class A 0.19% 22,733 $7.8M Reduce -0.6%
DFSU Dimensional US Sus CORE1 ETF 0.19% 182,094 $7.7M Reduce -6.7%
ABT Abbott Laboratories 0.18% 57,419 $7.7M Reduce -2.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.18% 41,075 $7.7M Add +1.2%
UBER Uber Technologies Inc. 0.18% 78,133 $7.7M Add +1.8%
SCHB Schwab US Broad Market ETF 0.18% 297,252 $7.6M Add +31.8%
CRM Salesforce Inc. 0.18% 31,684 $7.5M Reduce -1.6%
NKE Nike Inc. Class B 0.18% 104,791 $7.3M Add +54.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.17% 25,229 $7.1M Add +0.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.17% 24,129 $7.1M Reduce -11.4%
AMD Advanced Micro Devices 0.17% 43,088 $7.0M Add +4.7%
IWD iShares Russell 1000 Value E 0.17% 34,090 $6.9M Add +0.8%
NFLX Netflix Inc. 0.16% 5,675 $6.8M Add +2.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.16% 129,189 $6.7M Add +12.8%
DELL Dell Technologies -C 0.16% 46,647 $6.6M Add +761.4%
ABBV Abbvie Inc. 0.16% 28,557 $6.6M Add +1.9%
MAR Marriott International Class A 0.16% 25,346 $6.6M Add +0.1%
IVW iShares S&P 500 Growth ETF 0.16% 54,045 $6.5M Add +1.0%
SYY Sysco Corp. 0.15% 78,160 $6.4M Reduce -13.5%
DASH DoorDash Inc. Class A 0.15% 23,144 $6.3M Add +33.7%
GE General Electric filed as GE AEROSPACE 0.15% 20,888 $6.3M Add +21.1%
EEM iShares MSCI Emerging Market 0.15% 117,208 $6.3M Add +0.2%
HAPN Happen Inc. filed as LENDINGCLUB CORP 0.15% 411,329 $6.2M Add +0.0%
EFG iShares MSCI Eafe Growth ETF 0.15% 53,809 $6.1M Reduce 0.0%
MRK Merck & Co. Inc. 0.15% 72,969 $6.1M Add +38.0%
KLAC KLA Corp. 0.14% 5,538 $6.0M Reduce -6.2%
ANET Arista Networks Inc. 0.14% 40,520 $5.9M Add +9.8%
SCHX Schwab US Large-Cap ETF 0.14% 220,868 $5.8M Add +0.3%
IJH iShares Core S&P Midcap ETF 0.14% 88,791 $5.8M Reduce -2.2%
WFC Wells Fargo & Co. 0.14% 69,028 $5.8M Reduce -0.2%
CSCO Cisco Systems Inc. 0.14% 82,687 $5.7M Add +11.9%
EMXC iShares MSCI Emr MRK Ex Chna 0.13% 80,430 $5.4M Reduce -0.3%
PLTR Palantir Technologies Inc. Class A 0.13% 29,738 $5.4M Add +38.8%
RELY Remitly Global Inc. 0.13% 332,570 $5.4M Add +0.0%

Show all 1,025 holdings

Portfolio Sells Q2 2025 → Q3 2025

MSFT Microsoft Corp. Reduce -2.5% 8.83% −0.99
IOT Samsara Inc. Class A Reduce -66.4% 0.09% −0.23
TMUS T-Mobile US Inc. Reduce -3.1% 0.86% −0.14
COST Costco Wholesale Corp. Reduce -2.6% 0.53% −0.13
IWB iShares Russell 1000 ETF Reduce -0.5% 1.55% −0.08
EFA iShares MSCI Eafe ETF Reduce -3.5% 0.54% −0.06
CRM Salesforce Inc. Reduce -1.6% 0.18% −0.06
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.1% 0.92% −0.04
IWV iShares Russell 3000 ETF Reduce -1.2% 0.75% −0.04
FTNT Fortinet Inc. Reduce -41.6% 0.03% −0.04
IWF iShares Russell 1000 Growth Reduce -1.8% 0.92% −0.04
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -11.4% 0.17% −0.04
PM Philip Morris International Reduce -1.8% 0.12% −0.04
EVH Evolent Health Inc. Class A Reduce -0.0% 0.07% −0.04
KMX Carmax Inc. Reduce -62.5% 0.01% −0.03
V Visa Inc. Class A Reduce -0.6% 0.19% −0.03
ABT Abbott Laboratories Reduce -2.1% 0.18% −0.03
SYY Sysco Corp. Reduce -13.5% 0.15% −0.03
VOO Vanguard S&P 500 ETF Reduce -0.5% 0.55% −0.03
NOW ServiceNow Inc. Reduce -13.2% 0.06% −0.03
RDDT Reddit Inc. Class A Reduce -33.2% 0.27% −0.03
VYM Vanguard High DVD Yield ETF Reduce -28.7% 0.05% −0.03
JNJ Johnson & Johnson Reduce -17.0% 0.21% −0.03
BSX Boston Scientific Corp. Reduce -10.3% 0.07% −0.03
VIG Vanguard Dividend Apprec ETF Reduce -10.5% 0.12% −0.02
ISRG Intuitive Surgical Inc. Reduce -3.7% 0.05% −0.02
DFSU Dimensional US Sus CORE1 ETF Reduce -6.7% 0.19% −0.02
TT Trane Technologies PLC Reduce -4.8% 0.09% −0.02
RGLD Royal Gold Inc. Reduce -77.5% 0.01% −0.02
SCZ iShares MSCI Eafe Small-Cap Reduce -1.1% 0.21% −0.02
EXR Extra Space Storage Inc. Reduce -44.4% 0.01% −0.02
FMC FMC Corp. Sold out 0.00% −0.02
JEPI JPMorgan Equity Premium Inco Reduce -57.3% 0.01% −0.02
DGRW Wisdomtree U.S. Quality Divi Sold out 0.00% −0.02
EFG iShares MSCI Eafe Growth ETF Reduce 0.0% 0.15% −0.02
UPS United Parcel Service Class B Reduce -7.7% 0.03% −0.02
MNST Monster Beverage Corp. Reduce -38.5% 0.02% −0.02
LHX L3HARRIS Technologies Inc. Reduce -53.4% 0.02% −0.02
PATH Uipath Inc. Class A Reduce -76.3% 0.00% −0.01
TTMI TTM Technologies Sold out 0.00% −0.01
TXRH Texas Roadhouse Inc. Reduce -10.7% 0.03% −0.01
IJH iShares Core S&P Midcap ETF Reduce -2.2% 0.14% −0.01
AIG American International Group Reduce -14.7% 0.03% −0.01
JAAA Janus Henderson Aaa Clo ETF Sold out 0.00% −0.01
CI The Cigna Group Reduce -13.2% 0.03% −0.01
CMG Chipotle Mexican Grill Inc. Reduce -2.7% 0.02% −0.01
IYR iShares US Real Estate ETF Sold out 0.00% −0.01
PANW Palo Alto Networks Inc. Reduce -8.4% 0.05% −0.01
WFC Wells Fargo & Co. Reduce -0.2% 0.14% −0.01
MKTX Marketaxess Holdings Inc. Reduce -22.3% 0.01% −0.01

Portfolio Buys Q2 2025 → Q3 2025

GOOG Alphabet Inc. Class C Add +43.8% 0.99% +0.42
TSLA Tesla Inc. Add +26.2% 1.16% +0.42
SGOV iShares 0-3 Month Treasury B Add +262.8% 0.49% +0.34
AAPL Apple Inc. Add +0.6% 3.26% +0.31
NVDA Nvidia Corp. Add +7.4% 2.12% +0.23
DCOR Dimensional US Core Eq 1 ETF Add +22.7% 1.36% +0.20
ORCL Oracle Corp. Add +19.8% 0.64% +0.17
DELL Dell Technologies -C Add +761.4% 0.16% +0.14
GOOGL Alphabet Inc. Class A Add +3.3% 0.68% +0.14
WRD Weride Inc.-ADR New 0.11% +0.11
JPM JPMorgan Chase & Co. Add +23.8% 0.48% +0.08
INTC Intel Corp. Add +25.9% 0.19% +0.08
WMT Walmart Inc. Add +34.6% 0.31% +0.06
HD Home Depot Inc. Add +22.9% 0.34% +0.06
PCG P G & E Corp. Add +621.1% 0.06% +0.06
PLTR Palantir Technologies Inc. Class A Add +38.8% 0.13% +0.05
SNOW Snowflake Inc. Add +27.3% 0.39% +0.05
ALNY Alnylam Pharmaceuticals Inc. Add +378.8% 0.05% +0.04
NKE Nike Inc. Class B Add +54.6% 0.18% +0.04
VEU Vanguard Ftse All-World Ex-U Add +33.8% 0.22% +0.04
MU Micron Technology Inc. Add +121.7% 0.07% +0.04
RBLX Roblox Corp. Class A Add +27.1% 0.13% +0.04
UNH Unitedhealth Group Inc. Add +25.0% 0.22% +0.04
ANET Arista Networks Inc. Add +9.8% 0.14% +0.04
SCHB Schwab US Broad Market ETF Add +31.8% 0.18% +0.04
MEDP Medpace Holdings Inc. Add +160.4% 0.05% +0.04
CHWY Chewy Inc. Class A New 0.04% +0.04
DASH DoorDash Inc. Class A Add +33.7% 0.15% +0.04
GD General Dynamics Corp. Add +82.8% 0.07% +0.04
AVGO Broadcom Inc. Add +4.2% 0.36% +0.03
MRK Merck & Co. Inc. Add +38.0% 0.15% +0.03
FNCL Fidelity MSCI Financial Indx New 0.03% +0.03
FTEC Fidelity MSCI Info Tech Indx Add +36.3% 0.12% +0.03
CHRW C.H. Robinson Worldwide Inc. New 0.03% +0.03
EG Everest Group Ltd. Add +157.9% 0.06% +0.03
EXPE Expedia Group Inc. Add +44.0% 0.08% +0.03
REGN Regeneron Pharmaceuticals Add +408.9% 0.04% +0.03
FIX Comfort Systems USA Inc. Add +36.2% 0.07% +0.03
GE General Electric Add +21.1% 0.15% +0.03
PNC PNC Financial Services Group Add +42.8% 0.11% +0.03
ADT Adt Inc. Add +259.0% 0.04% +0.03
FDX FedEx Corp. Add +122.4% 0.06% +0.03
MTCH Match Group Inc. New 0.03% +0.03
BBY Best Buy Co. Inc. Add +135.4% 0.05% +0.03
STX Seagate Technology Holdings Add +5.0% 0.08% +0.03
MLI Mueller Industries Inc. New 0.03% +0.03
IEF iShares 7-10 Year Treasury B New 0.03% +0.03
PNFP Pinnacle Financial Partners New 0.03% +0.03
CAT Caterpillar Inc. Add +24.5% 0.10% +0.03
BWA Borgwarner Inc. Add +141.1% 0.04% +0.03

Options Activity Q2 2025 → Q3 2025

APP AppLovin Corp. Class A put Sold out 3,000 $1.1Mbefore exit
META Meta Platforms Inc. Class A put Sold out 300 $221Kbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1,422$5.4BAMZN, MSFT, AAPL, NVDA, VTI
Q1 2026Amended 1,200$4.5BAMZN, MSFT, AAPL, NVDA, VTI
Q4 2025 55$2.7BAMZN, MSFT, AAPL, NVDA, VTI
Q3 2025 1,025$4.2BAMZN, MSFT, AAPL, VTI, NVDA
Q2 2025 925$3.7BAMZN, MSFT, AAPL, VTI, NVDA
Q1 2025 700$3.1BAMZN, MSFT, AAPL, VTI, DFAC
Q4 2024Amended 683$3.5BAMZN, MSFT, AAPL, VTI, DFAC
Q3 2024Amended 579$2.7BAMZN, MSFT, AAPL, VTI, IWB
Q2 2024Amended 634$3.0BAMZN, MSFT, AAPL, VTI, DFAC
Q1 2024 630$2.8BAMZN, MSFT, AAPL, VTI, IWB