BRIGHTON JONES LLC

Q3 2025 13F-HR Holdings

Location
Seattle, WA
Holdings as of
9/30/2025
Date filed
10/14/2025
Form type
13F-HR
Num holdings
1,025
Total value ($000)
$4,170,340
Net value change ($000)
+477,301 (12.9%)
New positions
139
Sold out positions
39
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2025 Next filing: 1/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 27,066 24.9%
TSLA 21,037 76.7%
GOOGL 20,334 97.4%
AMZN 19,588 2.3%
NVDA 18,671 26.8%
SGOV 14,769 262.8%
DCOR 13,807 32.0%
VTI 12,003 14.2%
ORCL 9,301 54.1%
GOOGL 8,399 42.4%
Top Reduces (Value $000, Stocks/ETFs)
IOT -7,938 -68.6%
COST -2,155 -9.0%
LII -1,407 -7.6%
FTNT -1,403 -53.6%
CRM -1,274 -14.5%
KMX -1,233 -74.9%
SBUX -1,074 -7.2%
EVH -976 -24.9%
TMUS -973 -2.6%
RELY -821 -13.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type