BRIGHTON JONES LLC
•CIK: 1360798•Filing: Q4 2025
BRIGHTON JONES LLC, a $2.7B AUM manager, maintains a concentrated portfolio of 55 positions. The firm's top holdings are dominated by tech giants, with Amazon (AMZN) comprising $924.2M, or 34% of the portfolio, followed by Microsoft (MSFT) at $356.8M and Apple (AAPL) at $153.6M. Notably, the manager also holds significant stakes in index funds, including $99.0M in VTI and $62.0M in IWB, alongside sizeable positions in Dimensional Fund Advisors' DFAC, DFIC, and DFGR. The portfolio's tech exposure is further bolstered by a $101.4M holding in Nvidia (NVDA).
Total AUM
$2.7B
QoQ Performance
-35.0%
Positions
36
Top 10 Concentration
72.8%
Latest Filing
Q4 2025
Top Holdings Allocation
AMZN
MSFT
AAPL
AMZN34.1%
MSFT13.2%
AAPL5.7%
NVDA3.7%
VTI3.7%
DFAC2.8%
DFIC2.6%
DFGR2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Consumer36.1%
Other34.7%
Technology26.4%
Communication1.2%
Healthcare0.6%
Energy0.6%
Financial0.3%
🚪 Exited Positionssold since Q3 2025
+966 more exited positions
Changes from Q3 2025
NEW1 new position
↑38 increased
↓15 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023