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Portfolio (Quarterly) Guide ↗

BRIGHTON JONES LLC

· CIK 0001360798
13F Portfolio $4.2B AUM Filed Oct 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1025 New
Page 30 of 52  ·  1,025 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SMH VANECK ETF TRUST 1,760.0 $575K 0.01% NEW $326.42 +82.4%
582 FNDF SCHWAB STRATEGIC TR 13,307.0 $572K 0.01% NEW $42.96 +25.9%
583 W WAYFAIR INC Consumer Cyclical 6,388.0 $571K 0.01% NEW $89.33 -18.1%
584 NSC NORFOLK SOUTHN CORP Industrials 1,897.0 $570K 0.01% NEW $300.42 +8.4%
585 SNPS SYNOPSYS INC Technology 1,153.0 $569K 0.01% NEW $493.60 +6.5%
586 INDY ISHARES TR 11,177.0 $569K 0.01% NEW $50.90 -16.3%
587 FLIN FRANKLIN TEMPLETON ETF TR 15,254.0 $569K 0.01% NEW $37.29 -6.6%
588 IGSB ISHARES TR 10,706.0 $568K 0.01% NEW $53.03 -1.1%
589 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,384.0 $568K 0.01% NEW $238.13 -38.2%
590 CHRD CHORD ENERGY CORPORATION Energy 5,686.0 $565K 0.01% NEW $99.36 +34.6%
591 GSLC GOLDMAN SACHS ETF TR 4,311.0 $562K 0.01% NEW $130.29 +9.4%
592 DGRO ISHARES TR 8,228.0 $560K 0.01% NEW $68.08 +9.5%
593 AVDV AMERICAN CENTY ETF TR 6,233.0 $555K 0.01% NEW $89.04 +23.2%
594 MCHP MICROCHIP TECHNOLOGY INC. Technology 8,611.0 $553K 0.01% NEW $64.22 +50.8%
595 RJF RAYMOND JAMES FINL INC Financial Services 3,184.0 $550K 0.01% NEW $172.61 -15.8%
596 SPG SIMON PPTY GROUP INC NEW Real Estate 2,925.0 $549K 0.01% NEW $187.70 +10.2%
597 KKR KKR & CO INC Financial Services 4,212.0 $547K 0.01% NEW $129.96 -26.9%
598 EFV ISHARES TR 8,028.0 $545K 0.01% NEW $67.83 +16.6%
599 SONY SONY GROUP CORP Technology 18,797.0 $541K 0.01% NEW $28.79 -24.1%
600 DFIV DIMENSIONAL ETF TRUST 11,706.0 $540K 0.01% NEW $46.12 +21.1%
Page 30 of 52  ·  1,025 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 36.5%
Technology 30.3%
Financial Services 8.9%
Communication Services 6.5%
Industrials 5.1%
Healthcare 5.1%
Consumer Defensive 3.0%
Energy 1.7%
Real Estate 1.1%
Utilities 0.9%