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Portfolio (Quarterly) Guide ↗

BRIGHTON JONES LLC

· CIK 0001360798
13F Portfolio $2.7B AUM 55 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1 New 33 Added 12 Reduced 971 Exited
Page 4 of 49  ·  971 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 BA BOEING CO Industrials 24,088 $5.2M 0.12% SOLD
62 FTEC FIDELITY COVINGTON TRUST 23,248 $5.2M 0.12% SOLD
63 PM PHILIP MORRIS INTL INC Consumer Defensive 31,647 $5.1M 0.12% SOLD
64 MA MASTERCARD INCORPORATED Financial Services 8,968 $5.1M 0.12% SOLD
65 VIG VANGUARD SPECIALIZED FUNDS 23,363 $5.0M 0.12% SOLD
66 DIA SPDR DOW JONES INDL AVERAGE Financial Services 10,632 $4.9M 0.12% SOLD
67 ACN ACCENTURE PLC IRELAND Technology 19,436 $4.8M 0.12% SOLD
68 QCOM QUALCOMM INC Technology 28,745 $4.8M 0.12% SOLD
69 COF CAPITAL ONE FINL CORP Financial Services 22,426 $4.8M 0.11% SOLD
70 PNC PNC FINL SVCS GROUP INC Financial Services 23,218 $4.7M 0.11% SOLD
71 RSG REPUBLIC SVCS INC Industrials 20,034 $4.6M 0.11% SOLD
72 VWO VANGUARD INTL EQUITY INDEX F 82,251 $4.5M 0.11% SOLD
73 GM GENERAL MTRS CO Consumer Cyclical 72,622 $4.4M 0.11% SOLD
74 VBR VANGUARD INDEX FDS 21,169 $4.4M 0.11% SOLD
75 IEFA ISHARES TR 50,530 $4.4M 0.11% SOLD
76 VBK VANGUARD INDEX FDS 14,381 $4.3M 0.10% SOLD
77 AXP AMERICAN EXPRESS CO Financial Services 12,651 $4.2M 0.10% SOLD
78 GLD SPDR GOLD TR Financial Services 11,816 $4.2M 0.10% SOLD
79 VOE VANGUARD INDEX FDS 23,585 $4.1M 0.10% SOLD
80 CAT CATERPILLAR INC Industrials 8,475 $4.0M 0.10% SOLD
Page 4 of 49  ·  971 positions
Sector Allocation
Consumer Cyclical 52.5%
Technology 35.3%
Communication Services 7.0%
Financial Services 1.9%
Healthcare 1.2%
Energy 0.9%
Consumer Defensive 0.9%
Utilities 0.3%