BRIGHTON JONES LLC

RIA/Wealth

BRIGHTON JONES LLC is a RIA/Wealth based in Seattle, WA led by Jon David Jones, reporting $15.0B in AUM as of Q3 2025 with 31% ETF concentration and 21% allocation to AMZN.

CEOJon David Jones

Portfolio Value: $4.2B
Positions: 1,018
Top Holding: AMZN at 20.8%
Last Reported: Q3 2025

Address2030 1st Avenue, 3rd Floor, Seattle, WA, 98121, United States

Top Holdings

Largest long holdings in BRIGHTON JONES LLC's portfolio (45.1% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Amazon AMZN	Specialty Retail Consumer Cyclical	$867.0M	20.80%	+$18.9M Bought	0.04% 3.9M shares	≤ Q2 2013 Held for 12y 5m+
2 Microsoft MSFT	Software - Infrastructure Technology	$368.1M	8.83%	-$9.3M Sold	0.01% 710.6K shares	Q3 2021 Held for 4y 2m
3 Apple AAPL	Consumer Electronics Technology	$135.9M	3.26%	+$829.6K Bought	0.00% 533.7K shares	Q4 2020 Held for 4y 11m
4 Vanguard Total Stock Market VTI	ETF ETF	$96.6M	2.32%	+$5.3M Bought	— 294.5K shares	≤ Q2 2013 Held for 12y 5m+
5 Nvidia NVDA	Semiconductors Technology	$88.2M	2.12%	+$6.1M Bought	0.00% 472.9K shares	Q2 2017 Held for 8y 5m
6 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$74.4M	1.78%	+$1.0M Bought	— 1.9M shares	Q2 2021 Held for 4y 5m
7 DFGR Dimensional Global Real Estate DFGR	ETF ETF	$65.5M	1.57%	+$4.9M Bought	— 2.4M shares	Q4 2022 Held for 2y 11m
8 iShares Russell 1000 IWB	ETF ETF	$64.7M	1.55%	-$297.5K Sold	— 177.0K shares	≤ Q2 2013 Held for 12y 5m+
9 Dimensional International Core Equity 2 DFIC	ETF ETF	$64.4M	1.55%	+$2.6M Bought	— 2.0M shares	Q3 2022 Held for 3y 2m
10 DCOR Dimensional US Core Equity 1 DCOR	ETF ETF	$56.9M	1.37%	+$10.5M Bought	— 791.3K shares	Q4 2023 Held for 1y 11m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in BRIGHTON JONES LLC's latest filing

See all changes

GthenC

Market Value

$4.2B

Prior: $3.7B

Q/Q Change

+12.98%

+$479.0M

Net Flows % of MV

+6.11%

Turnover Ratio

4.71%

New Purchases

110 stocks

$43.9M

Added To

642 stocks

+$274.5M

Sold Out Of

39 stocks

$11.2M

Reduced Holdings

210 stocks

-$52.7M

Increased Positions

Position	Shares Δ	Change
1 Whiting Petroleum Corporation WRD	New	0 → 444.8K +$4.4M
2 Fidelity MSCI Financials Index FNCL	New	0 → 18.0K +$1.4M
3 Mueller Industries MLI	New	0 → 10.6K +$1.1M
4 iShares 7-10 Year Treasury Bond IEF	New	0 → 11.1K +$1.1M
5 Pinnacle Financial Partners PNFP	New	0 → 11.3K +$1.1M

Decreased Positions

Position	Shares Δ	Change
1 FMC Corporation FMC	Sold	14.8K → 0 −$619.7K
2 WisdomTree U.S. Quality Dividend Growth Fund DGRW	Sold	7.3K → 0 −$607.7K
3 TTM Technologies TTMI	Sold	13.3K → 0 −$543.2K
4 Janus Henderson AAA CLO JAAA	Sold	9.5K → 0 −$480.3K
5 iShares U.S. Real Estate IYR	Sold	4.7K → 0 −$448.9K

See all changes

GthenC

Analytics

Portfolio insights and performance metrics for BRIGHTON JONES LLC

View analytics

GthenA

Sector Allocation

ETF

31.40%

Consumer Cyclical

25.00%

Technology

20.70%

Financial Services

5.30%

Communication Services

4.40%

Healthcare

3.50%

Industrials

3.50%

Consumer Defensive

2.10%

Energy

1.20%

Real Estate

0.80%

Utilities

0.70%

Basic Materials

0.50%

Market Cap Distribution

Mega Cap (> $200B)

47.72%

Large Cap ($10B - $200B)

17.17%

Mid Cap ($2B - $10B)

2.02%

Small Cap ($300M - $2B)

0.54%

Micro Cap ($50M - $300M)

0.03%

Nano Cap (< $50M)

0.19%

N/A (ETF or Unknown)

32.34%

Portfolio Concentration

Top 10 Holdings %

45.15%

Top 20 Holdings %

54.94%

Top 50 Holdings %

69.22%

Top 100 Holdings %

78.18%