BRIGHTON JONES LLC

Q4 2025 13F-HR Holdings

Location
Seattle, WA
Holdings as of
12/31/2025
Date filed
1/27/2026
Form type
13F-HR
Num holdings
55
Total value ($000)
$2,711,386
Net value change ($000)
-1,458,954 (-35.0%)
New positions
1
Sold out positions
963
Turnover %
60.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AMZN 57,136 6.6%
AAPL 17,700 13.0%
GOOGL 13,642 33.1%
NVDA 13,210 15.0%
GOOGL 12,796 45.4%
FIG 10,129 NEW
SBUX 8,959 65.0%
DCOR 7,156 12.6%
JEPI 6,875 1617.6%
DFAI 6,517 13.1%
Top Reduces (Value $000, Stocks/ETFs)
TSLA -48,482 -100.0%
SPY -38,467 -100.0%
IWF -38,444 -100.0%
IVV -31,347 -100.0%
IWV -31,203 -100.0%
META -29,331 -100.0%
ORCL -26,489 -100.0%
BRK-B -23,388 -100.0%
VOO -23,139 -100.0%
COST -21,910 -100.0%
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