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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 2 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SBUX STARBUCKS CORP Consumer Cyclical 270,064.0 $22.7M 0.84% +107K +65.8% $84.21 +20.2%
22 DFAX DIMENSIONAL ETF TRUST 668,678.0 $21.9M 0.81% -6K -0.9% $32.73 +15.4%
23 DFAE DIMENSIONAL ETF TRUST 651,493.0 $21.2M 0.78% +45K +7.4% $32.57 +24.1%
24 ABNB AIRBNB INC Consumer Cyclical 124,418.0 $16.9M 0.62% +19K +17.7% $135.72 -2.0%
25 SGOV ISHARES TR 168,104.0 $16.9M 0.62% -34K -17.0% $100.38 +0.3%
26 XOM EXXON MOBIL CORP Energy 139,052.0 $16.7M 0.62% +6K +4.4% $120.34 +25.2%
27 SOFI SOFI TECHNOLOGIES INC Financial Services 631,559.0 $16.5M 0.61% -65K -9.3% $26.18 -39.0%
28 WMT WALMART INC Consumer Defensive 145,421.0 $16.2M 0.60% +20K +15.5% $111.41 +6.3%
29 VEA VANGUARD TAX-MANAGED FDS 246,948.0 $15.4M 0.57% -6K -2.4% $62.47 +14.6%
30 RWO SPDR INDEX SHS FDS 279,630.0 $12.6M 0.46% $45.02 +10.6%
31 PFE PFIZER INC Healthcare 435,487.0 $10.8M 0.40% -123K -22.0% $24.90 +3.4%
32 IWR ISHARES TR 108,050.0 $10.4M 0.38% $96.27 +11.1%
33 FIG FIGMA INC Technology 271,050.0 $10.1M 0.37% NEW $37.37 -41.2%
34 VXUS VANGUARD STAR FDS 129,852.0 $9.8M 0.36% +10K +8.0% $75.44 +14.0%
35 VEU VANGUARD INTL EQUITY INDEX F 126,743.0 $9.3M 0.34% $73.56 +14.0%
36 SCZ ISHARES TR 117,885.0 $9.1M 0.34% +1K +1.0% $77.53 +11.3%
37 INTC INTEL CORP Technology 237,384.0 $8.8M 0.32% +2K +1.0% $36.90 +231.8%
38 DFSU DIMENSIONAL ETF TRUST 200,901.0 $8.7M 0.32% +19K +10.3% $43.43 +6.6%
39 SCHB SCHWAB STRATEGIC TR 304,302.0 $8.0M 0.29% +7K +2.4% $26.23 +10.2%
40 BAC BANK AMERICA CORP Financial Services 133,382.0 $7.3M 0.27% +4K +3.2% $55.00 -5.3%
Page 2 of 3  ·  55 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 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%