Brighton Jones LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Brighton Jones LLC reported 55 stock positions worth $2.7 billion. Its top holding was Amazon.com (AMZN) at 34.1% of the portfolio, followed by Microsoft (MSFT, 13.2%) and Apple (AAPL, 5.7%). Compared with Q3 2025, it opened 1 new position, sold out of 971, added to 38 and reduced 15. The biggest buy was Amazon.com (AMZN, shares +1%) and the biggest sale an exit from Tesla (TSLA).

Most Recent 13F
Q2 2026
Location
SEATTLE, WA
CIK
0001360798
Portfolio Value
$2.7B (Q4 2025)
SEC Filing
0001360798-26-000001 ↗ filed Jan 27, 2026

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 Q3 2025 Q4 2025: $2.7B $2.7B Q4 2025 Q1 2026: $4.5B Q1 2026 Q2 2026: $5.4B Q2 2026

Holdings 55 stocks · $2.7B

AMZN Amazon.com Inc. 34.08% 4,003,861 $924.2M Add +1.4%
MSFT Microsoft Corp. 13.16% 737,853 $356.8M Add +3.8%
AAPL Apple Inc. 5.67% 565,008 $153.6M Add +5.9%
NVDA Nvidia Corp. 3.74% 543,929 $101.4M Add +15.0%
VTI VG Morningstar TS MKT ETF-US 3.65% 295,388 $99.0M Add +0.3%
DFAC Dimensional US Core Equity 2 2.76% 1,887,933 $74.7M Reduce -2.1%
DFIC Dimensional International Co. 2.57% 2,019,943 $69.6M Add +2.8%
DFGR Dim Global Real Estate ETF 2.54% 2,611,200 $69.0M Add +8.8%
DCOR Dimensional US Core Eq 1 ETF 2.36% 870,286 $64.1M Add +10.0%
IWB iShares Russell 1000 ETF 2.29% 166,068 $62.0M Reduce -6.2%
DFAI Dimensional International Co. 2.08% 1,481,005 $56.4M Add +7.8%
GOOG Alphabet Inc. Class C 2.02% 174,798 $54.9M Add +3.3%
DFAU Dimensional US Core Equity M 1.72% 995,153 $46.6M Add +1.8%
VT Vanguard Tot World STK ETF 1.64% 315,207 $44.5M Add +5.2%
GOOGL Alphabet Inc. Class A 1.51% 130,936 $41.0M Add +12.9%
VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS 1.37% 3,578,397 $37.2M Add +3.9%
DFEM Dimensional Emrg MRKT Core 1.31% 1,073,486 $35.5M Add +4.7%
TMUS T-Mobile US Inc. 1.08% 144,333 $29.3M Reduce -3.9%
ITOT iShares Core S&P Total U.S. 0.86% 156,612 $23.3M Reduce -3.4%
EFA iShares MSCI Eafe ETF 0.85% 240,119 $23.1M Add +0.3%
SBUX Starbucks Corp. 0.84% 270,064 $22.7M Add +65.8%
DFAX Dimensional World Ex US Core 0.81% 668,678 $21.9M Reduce -0.9%
DFAE Dimensional Emerging Core Eq 0.78% 651,493 $21.2M Add +7.4%
ABNB Airbnb Inc. Class A 0.62% 124,418 $16.9M Add +17.7%
SGOV iShares 0-3 Month Treasury B 0.62% 168,104 $16.9M Reduce -17.0%
XOM Exxon Mobil Corp. 0.62% 139,052 $16.7M Add +4.4%
SOFI Sofi Technologies Inc. 0.61% 631,559 $16.5M Reduce -9.3%
WMT Walmart Inc. 0.60% 145,421 $16.2M Add +15.5%
VEA Vanguard Ftse Developed ETF 0.57% 246,948 $15.4M Reduce -2.4%
RWO State Street SPDR Dow Jones 0.46% 279,630 $12.6M Reduce -0.1%
PFE Pfizer Inc. 0.40% 435,487 $10.8M Reduce -22.0%
IWR iShares Russell Mid-Cap ETF 0.38% 108,050 $10.4M Reduce -0.3%
FIG Figma Inc. Class A 0.37% 271,050 $10.1M New
VXUS Vanguard Total Intl Stock 0.36% 129,852 $9.8M Add +8.0%
VEU Vanguard Ftse All-World Ex-U 0.34% 126,743 $9.3M Add +0.1%
SCZ iShares MSCI Eafe Small-Cap 0.34% 117,885 $9.1M Add +1.0%
INTC Intel Corp. 0.32% 237,384 $8.8M Add +1.0%
DFSU Dimensional US Sus CORE1 ETF 0.32% 200,901 $8.7M Add +10.3%
SCHB Schwab US Broad Market ETF 0.29% 304,302 $8.0M Add +2.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.27% 133,382 $7.3M Add +3.3%
JEPI JPMorgan Equity Premium Inco 0.27% 127,528 $7.3M Add +1613.9%
COMP Compass Inc. Class A 0.24% 628,046 $6.6M Add +0.1%
EEM iShares MSCI Emerging Market 0.23% 112,030 $6.1M Reduce -4.4%
SCHX Schwab US Large-Cap ETF 0.22% 222,605 $6.0M Add +0.8%
BMY Bristol-Myers Squibb Co. 0.22% 110,540 $6.0M Add +220.7%
HAPN Happen Inc. filed as LENDINGCLUB CORP 0.22% 311,340 $5.9M Reduce -24.3%
CNC Centene Corp. 0.21% 139,542 $5.7M Add +183.8%
PCG P G & E Corp. 0.20% 339,516 $5.5M Add +89.5%
FSBC Five Star Bancorp 0.19% 142,107 $5.1M Add +0.0%
RELY Remitly Global Inc. 0.17% 337,522 $4.7M Add +1.5%
SCHF Schwab Intl Equity ETF 0.16% 184,269 $4.4M Add +11.1%
WRD Weride Inc.-ADR 0.14% 444,723 $3.9M Reduce -0.0%
CMCSA Comcast Corp. Class A 0.12% 106,716 $3.2M Reduce -18.7%
RSMC Rockefeller US Small-Mid Cap 0.11% 120,663 $3.0M No change
LYFT LYFT Inc. Class A 0.08% 116,558 $2.3M Add +13.0%

Portfolio Sells Q3 2025 → Q4 2025

TSLA Tesla Inc. Sold out 0.00% −1.16
SPY SS SPDR S&P 500 ETF Trust-US Sold out 0.00% −0.92
IWF iShares Russell 1000 Growth Sold out 0.00% −0.92
IVV iShares Core S&P 500 ETF Sold out 0.00% −0.75
IWV iShares Russell 3000 ETF Sold out 0.00% −0.75
META Meta Platforms Inc. Class A Sold out 0.00% −0.70
ORCL Oracle Corp. Sold out 0.00% −0.64
BRK.B Berkshire Hathaway Inc. Class B Sold out 0.00% −0.56
VOO Vanguard S&P 500 ETF Sold out 0.00% −0.55
COST Costco Wholesale Corp. Sold out 0.00% −0.53
QQQ Invesco QQQ Trust Series 1 Sold out 0.00% −0.52
BRK.A Berkshire Hathaway Inc. Class A Sold out 0.00% −0.51
IWM iShares Russell 2000 ETF Sold out 0.00% −0.50
JPM JPMorgan Chase & Co. Sold out 0.00% −0.48
LII Lennox International Inc. Sold out 0.00% −0.41
SNOW Snowflake Inc. Sold out 0.00% −0.39
AVGO Broadcom Inc. Sold out 0.00% −0.36
HD Home Depot Inc. Sold out 0.00% −0.34
VV Vngrd Mrgstr LRG-Cap ETF-Usd Sold out 0.00% −0.30
DLR Digital Realty Trust Inc. Sold out 0.00% −0.30
PEP Pepsico Inc. Sold out 0.00% −0.27
RDDT Reddit Inc. Class A Sold out 0.00% −0.27
VUG Vanguard Mrngstar GR ETF-Sui Sold out 0.00% −0.22
LLY Eli Lilly & Co. Sold out 0.00% −0.22
UNH Unitedhealth Group Inc. Sold out 0.00% −0.22
JNJ Johnson & Johnson Sold out 0.00% −0.21
PCAR Paccar Inc. Sold out 0.00% −0.21
LOW Lowe's Cos Inc. Sold out 0.00% −0.20
AMGN Amgen Inc. Sold out 0.00% −0.20
PG The Procter & Gamble Co. Sold out 0.00% −0.19
V Visa Inc. Class A Sold out 0.00% −0.19
ABT Abbott Laboratories Sold out 0.00% −0.18
VTV Vanguard Mrngstr Val ETF-Aui Sold out 0.00% −0.18
UBER Uber Technologies Inc. Sold out 0.00% −0.18
CRM Salesforce Inc. Sold out 0.00% −0.18
NKE Nike Inc. Class B Sold out 0.00% −0.18
IBM Intl Business Machines Corp. Sold out 0.00% −0.17
VO Vngrd Mrngstr MD-Cap ETF-Usd Sold out 0.00% −0.17
AMD Advanced Micro Devices Sold out 0.00% −0.17
IWD iShares Russell 1000 Value E Sold out 0.00% −0.17
NFLX Netflix Inc. Sold out 0.00% −0.16
DELL Dell Technologies -C Sold out 0.00% −0.16
ABBV Abbvie Inc. Sold out 0.00% −0.16
MAR Marriott International Class A Sold out 0.00% −0.16
IVW iShares S&P 500 Growth ETF Sold out 0.00% −0.16
SYY Sysco Corp. Sold out 0.00% −0.15
DASH DoorDash Inc. Class A Sold out 0.00% −0.15
GE General Electric Sold out 0.00% −0.15
EFG iShares MSCI Eafe Growth ETF Sold out 0.00% −0.15
MRK Merck & Co. Inc. Sold out 0.00% −0.15

Portfolio Buys Q3 2025 → Q4 2025

AMZN Amazon.com Inc. Add +1.4% 34.08% +13.29
MSFT Microsoft Corp. Add +3.8% 13.16% +4.33
AAPL Apple Inc. Add +5.9% 5.67% +2.41
NVDA Nvidia Corp. Add +15.0% 3.74% +1.63
VTI VG Morningstar TS MKT ETF-US Add +0.3% 3.65% +1.34
GOOG Alphabet Inc. Class C Add +3.3% 2.02% +1.03
DFIC Dimensional International Co. Add +2.8% 2.57% +1.02
DCOR Dimensional US Core Eq 1 ETF Add +10.0% 2.36% +1.00
DFGR Dim Global Real Estate ETF Add +8.8% 2.54% +0.97
DFAI Dimensional International Co. Add +7.8% 2.08% +0.88
GOOGL Alphabet Inc. Class A Add +12.9% 1.51% +0.84
VT Vanguard Tot World STK ETF Add +5.2% 1.64% +0.65
DFAU Dimensional US Core Equity M Add +1.8% 1.72% +0.65
DFEM Dimensional Emrg MRKT Core Add +4.7% 1.31% +0.52
SBUX Starbucks Corp. Add +65.8% 0.84% +0.51
VGSR Vert GLB Sust Re ETF Add +3.9% 1.37% +0.49
FIG Figma Inc. Class A New 0.37% +0.37
DFAE Dimensional Emerging Core Eq Add +7.4% 0.78% +0.32
ABNB Airbnb Inc. Class A Add +17.7% 0.62% +0.32
EFA iShares MSCI Eafe ETF Add +0.3% 0.85% +0.31
WMT Walmart Inc. Add +15.5% 0.60% +0.29
JEPI JPMorgan Equity Premium Inco Add +1613.9% 0.27% +0.26
XOM Exxon Mobil Corp. Add +4.4% 0.62% +0.26
BMY Bristol-Myers Squibb Co. Add +220.7% 0.22% +0.18
CNC Centene Corp. Add +183.8% 0.21% +0.17
VXUS Vanguard Total Intl Stock Add +8.0% 0.36% +0.15
PCG P G & E Corp. Add +89.5% 0.20% +0.14
DFSU Dimensional US Sus CORE1 ETF Add +10.3% 0.32% +0.14
INTC Intel Corp. Add +1.0% 0.32% +0.13
VEU Vanguard Ftse All-World Ex-U Add +0.1% 0.34% +0.13
COMP Compass Inc. Class A Add +0.1% 0.24% +0.12
SCZ iShares MSCI Eafe Small-Cap Add +1.0% 0.34% +0.12
SCHB Schwab US Broad Market ETF Add +2.4% 0.29% +0.11
BAC Bank of America Corp. Add +3.3% 0.27% +0.11
SCHX Schwab US Large-Cap ETF Add +0.8% 0.22% +0.08
FSBC Five Star Bancorp Add +0.0% 0.19% +0.08
SCHF Schwab Intl Equity ETF Add +11.1% 0.16% +0.07
RELY Remitly Global Inc. Add +1.5% 0.17% +0.04
LYFT LYFT Inc. Class A Add +13.0% 0.08% +0.03

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