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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 2 of 52  ·  1,025 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVV ISHARES TR 46,836.0 $31.3M 0.75% NEW $669.30 +12.6%
22 IWV ISHARES TR 82,343.0 $31.2M 0.75% NEW $378.94 +12.3%
23 META META PLATFORMS INC Communication Services 39,940.0 $29.3M 0.70% NEW $734.38 -16.6%
24 GOOGL ALPHABET INC Communication Services 115,949.0 $28.2M 0.68% NEW $243.10 +60.0%
25 ORCL ORACLE CORP Technology 94,185.0 $26.5M 0.64% NEW $281.24 -31.4%
26 ITOT ISHARES TR 162,178.0 $23.6M 0.57% NEW $145.65 +12.7%
27 BERKSHIRE HATHAWAY INC DEL 46,521.0 $23.4M 0.56% NEW $502.74
28 VOO VANGUARD INDEX FDS 37,785.0 $23.1M 0.56% NEW $612.38 +12.7%
29 EFA ISHARES TR 239,340.0 $22.3M 0.54% NEW $93.37 +12.6%
30 COST COSTCO WHSL CORP NEW Consumer Defensive 23,670.0 $21.9M 0.53% NEW $925.65 +8.3%
31 QQQ INVESCO QQQ TR Financial Services 36,448.0 $21.9M 0.53% NEW $600.38 +21.6%
32 DFAX DIMENSIONAL ETF TRUST 674,460.0 $21.2M 0.51% NEW $31.38 +20.7%
33 BERKSHIRE HATHAWAY INC DEL 28.0 $21.1M 0.51% NEW $754200.00
34 IWM ISHARES TR 85,438.0 $20.7M 0.50% NEW $241.96 +20.1%
35 SGOV ISHARES TR 202,465.0 $20.4M 0.49% NEW $100.70 -0.1%
36 JPM JPMORGAN CHASE & CO. Financial Services 63,816.0 $20.1M 0.48% NEW $315.43 -2.7%
37 DFAE DIMENSIONAL ETF TRUST 606,590.0 $19.1M 0.46% NEW $31.53 +28.5%
38 SOFI SOFI TECHNOLOGIES INC Financial Services 696,732.0 $18.4M 0.44% NEW $26.42 -39.5%
39 LII LENNOX INTL INC Industrials 32,532.0 $17.2M 0.41% NEW $529.36 -5.0%
40 SNOW SNOWFLAKE INC Technology 71,893.0 $16.2M 0.39% NEW $225.55 -21.2%
Page 2 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%